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Brokerage Focus: Guotai Junan International maintains moderate growth expectations for smart phone shipments this year, and expects the trend to continue until 2025.
Jingu Caixun | Pu Yin International said that the global smart phone shipment momentum in 2Q24 is still strong, and the forecast for the year-on-year growth of shipment volume by 4%-5% is basically unchanged. According to the latest data released by IDC, the global smart phone shipments in 2Q24 were 0.29 billion, which is a seasonal chain decline of 3% and a year-on-year growth of 9%. The year-on-year growth rate has been maintained at a high unit number or above for three consecutive quarters. Except for the shipment volume in India, which is lower than the bank's forecast, the shipment in other regions is higher than the bank's previous forecast. The bank pointed out that China's smart phone shipments reached 71.75 million units in the second quarter of this year, a 4% increase compared to the previous quarter, and a year-on-year growth of
TechInsights: Global tablet shipments increased by 14% year-on-year in Q2.
The growth of the tablet computer market has been consistent for a whole year. As of the second quarter of 2024, global tablet computer shipments increased by 14% year-on-year, and this growth has been consistent for a whole year.
Hong Kong stocks tracking concept: demand pessimistic expectations under policy stimulus corrected, automobile industry demand is expected to rebound in the second half of the year (with concept stocks).
The Central Financial and Economic Affairs Commission leads the promotion of the 'old for new' policy for autos, correcting pessimistic demand expectations driven by the policy.
Market Chatter: Xiaomi Becomes Third Most Selling Cell Phone Brand in Japan in Q2
Canalys: In Q2, smart phone shipments in Southeast Asia increased by 14% year-on-year, reaching 23.9 million units.
In Q2 2024, the shipment of smart phones in Southeast Asia achieved a year-on-year growth of 14%, reaching 23.9 million units.
Cui Dongshu: The "old-for-new" policy is gradually effective, and the performance of the new energy vehicle market in July exceeds expectations.
Cui Dongshu said that recently, the country's "scrapping old cars for new" passenger vehicle renewal policy has gradually taken effect, and corresponding policy measures have been introduced and followed up in various places. The effect of releasing consumption potential under the policy promotion is very good. Therefore, in July, the performance of electric vehicles was better than that of passenger vehicle manufacturers' predicted teams.
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