JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.
① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.
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