据财联社主题库显示，相关上市公司中：① Media reports indicate that recently, jiangsu has further expanded its consumer subsidies, adding 7 categories of 3C products and 20 categories of household appliances, which can subsidize 15% of the fill price of the products. After the policy was announced, citizens lined up for two hours to buy smartphones. ② Tianfeng's research report points out that the continuous stimulation of policies is expected to drive the release of consumer electronics demand through trade-ins of old consumer electronics.
Media reports indicate that recently, jiangsu has further expanded its consumer subsidies, adding 7 categories of 3C products and 20 categories of household appliances, which can subsidize 15% of the fill price of the products. After the policy was announced, citizens lined up for two hours to buy smartphones, with some even traveling from shanghai to suzhou to make purchases, calling it a great deal. Many consumers in jiangsu have begun reselling, helping friends and family buy or even turning to professional purchasing online. Some merchants have reported that high-end smartphone sales have increased by 15 times recently. Additionally, it was noted by journalists that due to this substantial subsidy, many stores experienced a shortage of smartphones.
Market research organization Counterpoint Research's monthly report on smartphone sales shows that in the third quarter of 2024, china's smartphone sales increased by 2.3% year-on-year, marking four consecutive quarters of positive year-on-year growth. Since November, models such as OPPO Reno13, Huawei Mate70, Redmi K80, and VIVO S20 have been released one after another, signaling the arrival of a new replacement cycle. Tianfeng's research report notes that 1) The continuous stimulus from policies is expected to drive the release of consumer electronics demand through trade-ins of old consumer electronics. 2) Continuous innovation in software and hardware catalyzes the start of a new product cycle for apple. iOS 18.2 will be released in December, with more Apple intelligence upgrades driving innovations in AI experiences; bullish on the consumer electronics industry chain. Huaan Securities indicated that the combination of AI large models and consumer electronics subsidies may stimulate the motivation for smartphone and consumer electronics replacements.
According to the Financial Data Center, among related listed companies:
The CIS products for smartphones from Sitwei cover the mainstream demand in the current smartphone market, with products ranging from 0.8 million pixels to 50 million pixels already equipped.
Yunzhong Technology collaborates with leading companies in camera modules and motors, with end applications in mainstream brand smartphones such as Huawei, Xiaomi, OPPO, VIVO, Honor, and Transsion.