Core view of this week: the electronics industry index rose by 0.81% this week. Of the 350 targets, 98 rose throughout the week, 43 rose more than 3 points per week, 29 rose more than 5 points per week, 245 fell throughout the week, 159 fell more than 3 points per week, 93 fell more than 5 points per week, and 18 fell more than 10 points per week.
This week, the electronics sector was first restrained and then raised. After the news that “iPhone demand slowed down and apple lowered orders” came out last week, etnews said this week that Apple had informed major parts manufacturers of its supply and demand plan. In the first half of next year, the iPhone shipment target was 170 million, with a year-on-year increase of 30%, It can be said that it is a “strong slap on the face” of the statement of “placing repair orders”, which is consistent with our view last week. At present, we still maintain our previous judgment. Under the assumption of launching 5g version Se in the first half of next year and Mr products in the second half of next year, we are optimistic about the growth of Apple’s core supply chain targets and maintain the “optimistic” rating of the industry.
On Thursday, meta’s VR world “Horizon worlds” was officially opened to people over the age of 18 in the United States and Canada, which can be described as a milestone for meta to enter the meta universe. With the continuous strengthening of the content side of the meta universe, the importance of equipment upgrading at the entrance began to highlight. VR / AR is not a new thing. A considerable number of players have tried to enter the track around 2016, However, the lack of hardware user experience, especially all kinds of shoddy products during the boom of Huaqiangbei VR box, has caused great resistance to the development of VR / AR industry. The market needs brand manufacturers focusing on VR / AR equipment hardware development to put things right. In terms of improving the hardware user experience of electronic products, apple is undoubtedly the world’s leader, Its Mr products launched next year are expected to become a benchmark at the hardware level of the industry, thus driving the improvement of VR / Ar / MR equipment shipments. In this case, the suppliers of relevant production line equipment are obviously the first beneficiaries. It is recommended to focus on Bozhon Precision Industry Technology Co.Ltd(688097) , and the parts link is recommended to focus on Lens Technology Co.Ltd(300433) , Goertek Inc(002241) .
Oppo is expected to launch the first folding screen flagship machine findn in innoday, becoming the fifth brand manufacturer in the world to launch folding screen products. Before that, Samsung, Huawei, Motorola and Xiaomi have successively launched folding phones. Subsequent glory and vivo are also expected to enter the market. The folding screen smart phone industry is ushering in a rapid growth stage. 2022 is expected to be the first year of the industry outbreak. DSSC expects that, In the fourth quarter of 2021, the sales volume of folding mobile phones is expected to reach 3.8 million units, and the annual sales volume in 2022 is expected to rise to 17.5 million units. Investors should focus on relevant incremental parts, such as flexible AMOLED, UTG glass and hinges. UTG glass links, Lens Technology Co.Ltd(300433) and Triumph Science & Technology Co.Ltd(600552) are expected to benefit.
Industry focus: according to foreign media reports, the Romanian media adevarul recently interviewed Derek Yu, President of Huawei’s consumer business in central and Eastern Europe, northern Canada and Turkey, and said that it would launch Hongmeng OS for European users next year. In addition, the mate series is under preparation. The next generation will be released in 2022. At the same time, Huawei’s latest generation of folding screen mobile phones will be displayed on mwc2022 (February 28 to March 2).
The American Semiconductor Industry Association (SIA) submitted comments to the office of the United States Trade Representative (USTR) on December 1, urging the elimination of harmful semiconductor tariffs, which are exacerbating the continuous chip shortage and slowing the U.S. economy.
Bloomberg and Reuters report on The Information website said Apple Corp CEO Cook signed an agreement with Chinese mainland officials many years ago, promising to play a role in helping Chinese mainland develop its economy and technology through investment, business transactions and labor training.
Key stocks and logic recommended this week: the targets of our key stock pool include: Lens Technology Co.Ltd(300433) , Ningbo Kangqiang Electronics Co.Ltd(002119) , Sunwoda Electronic Co.Ltd(300207) , Shenzhen Fastprint Circuit Tech Co.Ltd(002436) , Wingtech Technology Co.Ltd(600745) , Shenzhen Desay Battery Technology Co.Ltd(000049) , Dbg Technology Co.Ltd(300735) , Bomin Electronics Co.Ltd(603936) , Bozhon Precision Industry Technology Co.Ltd(688097) , Sihui Fuji Electronics Technology Co.Ltd(300852) and Tdg Holding Co.Ltd(600330) .
Risk tips: (1) systemic risk caused by the unexpected decline of the market; (2) Focus on the uncertainty risk of promoting relevant matters of the company.
