Xiaomi industrial chain co北外ncept stocks rose first, Lansi tech我那nology and other stocks followed

Xiaomi's annual flagship co樹輛nference will be held in Shenz作照hen on May 31. The new prod時紙ucts identified include Xia用用omi 8, miui10 and Xiaomi 兵河Bracelet 3. Official站員s have suggested that Xiaom生秒i 8 will become the stro門中ngest camera phone for Xiaomi. Cur科船rently, mix2s is the stron制鐘gest camera phone with a DxOMark 姐笑score of 97. According to another s能影ource, Xiaomi 8 will also b件美ecome the first Androi科事d camp to support 3D stru快訊ctured light, and support screen北妹 fingerprint recognition短舊.



In the first quarter, the domestic 還民smartphone market's shipment飛妹 data was poor, and the industry wa商議s in a comprehensive 睡子de stocking. Changjiang Securitie農村s (6.43 - 3.02%, diagnosis un拿看it) pointed out that with the re日亮lease of Android flagship還訊, new machine sales in the second quart錯弟er are expected to dri近日ve the industry to rec小商over, a new round of st店器ock preparation in the su東她pply chain is opened, and it is expec道一ted that consumer demand and the perfor路鐘mance of supply chain ent村黃erprises will improve month on mon那資th. In addition, the replacemen些西t time of Android brands, especially o美做ppo / vivo, is expected to街刀 arrive from the end of this year間好 to the first half of next year.



Changjiang Securities believes that con音開sumer electronics is at the bo藍南ttom of the cycle and u靜司pward, and the investment logic sho秒請uld be reshaped around th相議e three clues of cycle, innovatio愛學n and consumption upgrading要少.



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Pulutong (15.33-4.37%, diagn城小osis unit): Xiaomi provides 現下supply chain management ser玩藍vices.



Zhuoyi Technology (8.82 suspensio日有n, diagnosis unit): Tian她少jin factory responsible f人化or Xiaomi mobile power supply,為服 its supply has been in 白刀a state of continuous increas討藍e.



Fenda Technology (9.06 - 3.8用年2%, diagnosis unit): Fend微著a technology is producing票答 a new soundbar for millet OEM,跳中 with an annual outp快習ut of more than 7000老長00 sets. The company i讀愛s cooperating with Xiaomi來拍 to develop a new soundbar. Accord站舊ing to an industry insider close t現明o the company, Xiaomi has placed a從高n order of 60000-70000 units per month雪哥 for Fenda, which is ex議短pected to be used in th知車e new generation of millet 動區TV in May this year.



Kairun shares (42.42-0.56笑暗%, diagnosis shares): it has in-depth c他去ooperation with Xiaomi 海書to create the ultimate 秒自brand of intelligent travel &am笑熱p; quo; 90 points; and has joi習如ntly established Shanghai runmi and 生舞Shanghai shuomi to se票錢ll its own brand products through Xi年習aomi mall and other e-commerce channel高著s.