After nearly two years of "cold winter", signals of recovery in the consumer electronics market have emerged, and several consumer electronics industry chain companies are expected to achieve good performance in 2023. Industry experts say that under the resonance of multiple factors such as sustained market demand recovery, artificial intelligence (AI) empowerment, hardware innovation, and policy assistance, the consumer electronics industry is expected to see an upward trend in prosperity. However, due to numerous challenges in future development, the sustainability of the recovery in the consumer electronics industry still needs further confirmation. Multiple companies have conducted intensive research on their performance forecasts. According to data from Tonghuashun, as of January 14th, 7 listed companies in the consumer electronics industry have disclosed their performance forecasts, including 6 companies with positive performance forecasts, including 3 with a slight increase, 2 with a slight increase, and 1 with a turnaround. On January 12th, glass protective screen manufacturer Xinhao Optoelectronics disclosed its performance forecast, predicting a net profit attributable to shareholders of the listed company of 37 million to 55 million yuan in 2023, a year-on-year increase of 124.27% to 136.07%, achieving a turnaround from losses to profits. In addition, according to the performance forecast of Apple's industry chain company, Lixun Precision, it is expected that the net profit attributable to shareholders of the listed company will increase by 17.5% to 22.5% year-on-year in 2023; Transsion Holdings expects a year-on-year increase of approximately 121.15% in net profit attributable to the owners of the parent company in 2023. Several consumer electronics component companies are also expected to achieve significant growth in 2023. Hengmingda expects a year-on-year increase of 45.05% to 55.41% in net profit attributable to shareholders of the listed company in 2023; Zhucheng Technology expects a year-on-year increase of 27.17% to 54.42% in net profit attributable to shareholders of the listed company in 2023. The consumer electronics industry has also become one of the focuses of institutional research in recent times. According to data from Tonghuashun, since December 1, 2023, 24 A-share companies in the consumer electronics industry have been surveyed by institutions including fund companies, securities firms, private equity, and insurance companies, with a total of 53 surveys conducted. Yidao Information, Xingrui Technology, and Tonglian Precision have conducted institutional research 12 times, 5 times, and 4 times respectively. Several companies such as Hengmingda and Yidao Information have been surveyed by over 50 institutions, and Collaborative Data has also been surveyed by nearly 300 institutions. The gradual improvement of supply and demand relationship is driven by the increasing recovery of AI applications. Behind the performance improvement of listed companies in the industry is the increasingly recovering consumer electronics market. The latest data from the China Academy of Information and Communications Technology shows that in November 2023, the domestic market shipped 31.211 million mobile phones, a year-on-year increase of 34.3%. Canalys predicts that global smartphone shipments will reach 1.17 billion units in 2024, an increase of 4%, and global personal computer (PC) shipments are expected to reach 267 million units, an increase of 8% year-on-year. Another research firm, Tech Insights, predicts that the consumer electronics industry's revenue will exceed $1 trillion for the first time in 2024. Several listed consumer electronics companies have recently disclosed that their orders or product prices have improved as the industry continues to recover. During a recent institutional survey, Puran Group stated that since the second half of 2023, due to the improvement in downstream supply and demand structure
Edit：Hou Wenzhe Responsible editor：WeiZe
Source：XinhuaNet
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