Hong Kong stock Concept tracking | "Renewal" demand accelerates release, with phone sales increasing by 200% month-on-month on the first day of the national subsidy launch. Institutions are Bullish on these stocks (attached Concept stocks).

Sinolink believes that adding a subsidy of 15% (not exceeding 500 yuan) after the discounts on the Commodity itself is a strong incentive, and the stimulating subsidy scheme will boost the recovery of the Consumer Electronics market in 2025.

Zhitong Finance18:36 ET

Ruiyuan Fund's quarterly report: Fu Pengbo and Zhu Lin increased their Stocks positions, Sunny Optical Technology (02382) is newly included in the top ten heavy positions.

Specifically, as of the end of the fourth quarter, the net asset value of the Ruifeng Growth Value Mixed A Fund managed by Fu Pengbo and Zhu Lin was 1.1952 yuan.

Zhitong FinanceJan 20 03:28 ET

Consumer Electronics stocks rose broadly, SUNNY OPTICAL (02382) increased by 4.30%. The new subsidies for digital product purchases have been implemented, and Institutions indicated that the subsidies are a short-term positive catalyst.

Jingu Financial News | Consumer Electronics stocks are rising across the board. As of the time of writing, SUNNY OPTICAL (02382) is up 4.30%, BYD Electronics (00285) is up 3.02%, Q TECH (01478) is up 2.22%, COWELL (01415) is up 2.06%, and AAC TECH (02018) is up 1.67%. In terms of news, Morgan Stanley published a research report stating that mainland phone subsidies will begin on January 20, providing a 15% subsidy for mobile phones, tablets, and smartwatches priced under 6,000 yuan, with a cap of 500 yuan. However, consumers

Jinwu Financial NewsJan 19 21:19 ET

Market movements | The entire Industry Chain of mobile phones is seeing a rise, with Sunny Optical surging over 4%. From today, new subsidies for purchasing digital products will be gradually implemented in various regions.

Starting from January 20th, new Consumer Electronics subsidy programs will be gradually implemented across the country. Morgan Stanley stated that it reaffirms that subsidies will become a short-term positive catalyst for Smart Phone OEMs and the supply chain.

Zhitong FinanceJan 19 21:19 ET

Hong Kong stocks movement | COWELL (01415) fell over 6%, leading the decline among Apple Supplier stocks. In 2024, Apple’s sales in China recorded the largest drop since records began.

Apple Supplier stocks declined during the trading session. As of this report, COWELL (01415) is down 6.21% at 26.45 HKD; AAC TECH (02018) is down 2.64% at 35.05 HKD; Q TECH (01478) is down 1.74% at 6.21 HKD; Sunny Optical (02382) is down 1.5% at 62.25 HKD.

Zhitong FinanceJan 16 21:07 ET

[Hotspot Tracking] The implementation of subsidies for Consumer Electronics boosts demand, but trend opportunities may still wait for guidance from AI applications.

Jingu Financial News | Recently, the Ministry of Commerce and other departments issued a notice on the implementation plan for the purchase subsidy of new mobile phones, tablets, smartwatches (and bracelets), including digital products such as mobile phones, tablets, and smartwatches in the scope of the subsidy, and clarified the range and amount of household appliances eligible for the subsidy. The plan states that individual Consumers purchasing a mobile phone, tablet, or smart smartwatch (bracelet) with a retail price not exceeding 6,000 yuan can enjoy a purchase subsidy. Each person can receive a subsidy for one item in each category, with a subsidy ratio of 15% of the final sale price after subtracting all discounts at the production, distribution, and mobile carrier levels, with a maximum subsidy for each item.

King Wu Financial News.Jan 16 00:10 ET