The purpose of this film is to answer or expand the following questions:
What is the status of consumer electronics supply chain in 2021
Under the surface growth of slight increase in terminal shipments, why is the performance of a large number of suppliers lower than expected
The purpose of changing Apple’s product definition and pricing strategy is not just share, but actually kill three birds with one arrow
Huawei’s list of entities is limited, and the reduction is not just the shipment of 100 million mobile phones
After the nationwide promotion of power rationing, the impact on the supply chain is the joint effect of boiled frogs in warm water, as well as the urgent demand for production mode and energy transformation
The impact of the epidemic that has not been recovered, the slow recovery of the global economy, including the recent port congestion in North America, on the demand side
Risk statement
(1) Systemic risk caused by the unexpected decline of the market;
(2) Focus on the uncertainty risk of promoting relevant matters of the company.
( The Pacific Securities Co.Ltd(601099) securities)
