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According to wind data, on December 22, the consumer electronics sector had the largest gains, and the sector once rose by nearly 4%.RisingDriving forceThere are two main aspects. First, there were rumors yesterday that Apple cars are expected to be launched next year, which exceeded market expectations, driving the rise of the Apple industry chain and the automotive electronics industry chain. Second, the concept of folding screen mobile phones has been catalyzed recently, and market attention has gradually increased.
The Oriental Fund’s Equity Research Department believes that Apple’s news of launching smart cars next year has not yet been confirmed in a clear supply chain. However, mobile phone folding screens are a relatively more deterministic and sustainable concept in the short term. For a long time, the market has high expectations for folding screen mobile phones, but due to high pricing, it has been difficult to increase the penetration rate. OPPO released a folding screen mobile phone last week, priced at around 8,000 yuan, far lower than market expectations of 10,000 to 20,000 yuan, and the price-performance ratio is outstanding. The market has great expectations for the improvement of the performance and price of folding screen mobile phones, and the industry penetration rate will increase in the future. It is recommended to pay attention to investment opportunities in the relevant consumer electronics industry.
(Market risk, the investment need to be cautious)
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