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
BYD Yangwang U9 Achieves Top Speed of 375.12 Km/h in Track Test
Hong Kong stocks abnormal | Q Tech (01478) rose more than 5%, leading the rise in Apple suppliers. Apple showed a relatively positive attitude towards Apple Intelligence.
Apple supplier stocks surged in early trading. As of press time, Q Tech (01478) rose 4.09% to 4.07 Hong Kong dollars; AAC Tech (02018) rose 2.95% to 26.15 Hong Kong dollars; BYD Electronic (00285) rose 1.54% to 29.6 Hong Kong dollars; and Sunway Optoelectronics (02382) rose 1.64% to 43.4 Hong Kong dollars.
The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research
Battery inventory reaches a new high for the year.
China EV Battery Installations in Jul: CATL's Share 47.3%, BYD 22.83%
BYD ELECTRONIC: NOTICE OF BOARD MEETING
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