Wang Shouyi has registered the "Fourteen Fragrance" trademark. Can iPhone14 save the consumer electronics market?

At 1 am on September 8th, Beijing time, the new apple autumn product launch conference with the theme of "Far Out" arrived as scheduled. At this two -and -a -half -hour press conference, Apple released new products including 4 mobile phones, 3 Apple Watch, and second -generation AirPods Pro.

Earlier, after the release of the iPhone13, Wang Shouyi Shisanxiang also followed the fire. Tianyancha shows that the current "fourteen incense" trademark has been successfully registered by the Wang Shouyi Shisanxiang Stick Products Group Co., Ltd., the application time of the "Fourteen Fragrance". Its application time is 2002. The international classification is convenient for food. As of now, Wang Shouyi has successfully registered "Twelve incense" to "Eighteen Fragrance" trademarks, as well Most of them are convenient for food and food.

In the early morning of September 8th, the concept of Apple in Hong Kong stocks was strong. Gao Wei electronics rose 4.85%, Shunyu Optical Technology rose 0.88%, and Dongjiang Group Holdings rose 1.04%. The A -share apple concept sector opened high and low, Honghe Technology daily limit, Ruda Electronics, Aerospace Rainbow, Wanxiang Technology, etc. followed.

Smart mobile phone sales hit a new low in 7 years

Affected by factors such as epidemic, economic weakness, and inflation, the Chinese smartphone market in the first half of 2022 set the worst sales results since 2015.

Cinnoresearch released a survey data showing that in the first half of 2022, the sales volume of smart machines in the Chinese market was about 134 million units, a year -on -year decrease of 16.9%, setting the worst sales results in the first half of 2015.

Specifically, the performance of the smartphone market in mainland China in the first quarter of this year continued to lag behind the global market. Only 75.6 million units were shipped, a year -on -year decrease of 18%. In the second quarter, the sales of smartphones in mainland China was about 59.9 million units, a month -on -month and year -on -year decrease, a decrease of 19.4%from the previous month, a year -on -year decrease of 19.9%, only the level in the first quarter of 2020.

In the first half of 2022, OPPO's sales volume in the first half of the year stabilized, Honor sales jumped second, and the sales volume in the first half of the year increased significantly by 118.3%year -on -year. Fourth and fifth.

According to CITIC Construction Investment Securities, since the second half of the year, the peak season of consumer electronics is still strong. Apple's innovation momentum is still strong. It is expected that product sales are still considerable. Growth and valuation repair opportunities.

The Guoxin Securities Research Report pointed out that the consumer electronics stock market is concerned about VRAR, folding screens and new Apple. Considering the peak season of 3Q as a traditional consumer electronics stocking, the basic performance of the industrial chain has the support of new machine stocking, and the 2Q improvement under the impact of the epidemic has been significantly improved. The 3C industry chain in the high historical valuation, especially VRAR, folding screen, and the apple industry chain configuration value.

Apple concept encounters a "cold winter"?

According to the same flowers, there are 111 stocks in the concept of Apple, with a total market value of 2274.314 billion yuan. In the A -share market, since the phased high point was recorded in November 2021, the consumer electronics sector shook down all the way, and recorded a period of 708.91 points on April 24, 2022. Subsequently, the consumer electronics sector fluctuated to rise. As of the close of September 8, the section of the 168 trading days fell 13.51%during the year. If calculated from the low point on April 24, the 93 trading days have increased by 45.07%.

The trend of the Apple concept sector and the consumer electronics sector are basically stepped. During the year, the sector fell 13.54%, from the low point on April 24, with a rebound of 45.58%.

In the first half of this year, the overall revenue of Shenwan Consumer Electronics industry increased by 19.2%and 8.2%year -on -year, respectively. Although the income growth rate slowed slightly compared to the 22.2%of the same period last year, the net profit after deduction increased increased net profit after deduction. It has improved by 1.3%compared to the same period last year.

According to statistics from the First Financial Reporter, the semi -annual report shows that from January to June, the medium numbers of 88 consumer electronics listed companies' operating income and net profit attributable to their mother were 2.45%and 0.6%, respectively. The performance growth rate of 47 stocks in the Apple sector was relatively optimistic, and the median growth rates of revenue and net profit were 15.05%and 8.82%, respectively.

The demand for smartphones has continued to be weak, and the inventory of mobile phone brand manufacturers is high, and the semi -annual performance performance of many leading stocks "pulls out". Well's revenue in the first half of the year fell 11.06%year -on -year to 11.072 billion yuan, and the net profit attributable to the mother increased slightly by 1.14%year -on -year. Among them, in the second quarter, the company's mobile phone CIS business stagnated in the inventory of mobile phone brand manufacturers, dragging down the gross profit margin in the single quarter to 33.3%. As of September 7, Well's stock price fell more than 60%during the year to 89 yuan.

However, the large volume company in the sector has maintained a good growth momentum. The top two of the two -year revenue in the first half of the year -on -year revenue increased by 70.2%and 14.9%in the first half of the year.

- END -