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During the Spring Festival, the mobile phone market welcomes a surge in Consumer demand. Institutions are Bullish about the growth of domestic mobile phone shipments in 2025.
According to data from the Ministry of Commerce, from January 20 to February 1 this year, 14.704 million consumers have applied for subsidies for the purchase of 18.867 million mobile and other digital products. CITIC SEC pointed out that subsidies for Consumer Electronics are expected to boost downstream demand growth, leading to a shortened replacement cycle, with an estimated domestic mobile phone shipments reaching a scale of 0.31 billion to 0.32 billion units by 2025.
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The quarterly report of XINGZHENG Global Fund has been released! Xie Zhiyu has made significant adjustments to the portfolio, heavily investing in XIAOMI-W (01810).
Overall, the changes in holdings of products under Xie Zhiyu in the fourth quarter were significant. In the Xinchun He Yi Hybrid and Xinchun Social Value Three-Year Holding Hybrid, XIAOMI-W (01810) was newly included in the top ten and became the largest holding stock. Luxshare Precision Industry (002475.SZ) also received a large increase in holdings, becoming the largest holding stock in the Xinchun He Run Hybrid.
Ping An Securities: The subsidy policies for mobile phones and other devices have been introduced, Bullish about the replacement cycle under the AI context.
The focus of AI development is shifting towards mobile phones, PCs, and other terminal devices.
