The weakness of the hottest mobile phone market ha

2022-09-23
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Market weakness has dragged down many listed companies. Can 5g switch save the market

Electromechanical industry; Mechanical and electrical products; Electronic appliances; Industry information; Market conditions; 5g switch recently, the report released by the China Academy of information and communications showed that in June, the overall domestic market shipment was 34.31 million units, a year-on-year decrease of 6.3%. Among them, 4g33.262 million, a year-on-year decrease of 5.2%. The weakness of the smart market has been the consensus of the market, and this has also affected a number of Listed Companies in the industrial chain. Han's laser, Jinsheng intelligent, oufeiguang, Baibang technology and others have predicted a decline in performance in the first half of the year, with a serious year-on-year decline of more than 170%. With the successive entry of 5g by major manufacturers, can the market reverse in the second half of the year

nowadays, market weakness has become an indisputable fact. In the past two years, the overall shipment volume of the global market has been declining. Gartner, a well-known research company, predicts that global shipments in 2019 will drop by 68million units, or 3.8%, compared with the previous year, which will also become the most serious decline since the smart listing

with the continuous decline in shipments, companies related to the industrial chain have also been affected. Recently, a number of Listed Companies in the A-share industry chain disclosed the performance forecast for the first half of 2019. The daily economy noted that the promotion of an efficient feedback interaction mechanism between remanufacture production and new product design and manufacturing has led to a significant decline in the performance of Listed Companies in many industry chains

a number of listed companies have cultivated and gathered a batch of top talent companies in the industry, and their performance is expected to decline

Jin Sheng intelligence (300083, SZ) is expected to make a profit of 10-16 million yuan in the first half of 2019, a decrease of 61.59% - 38.55% over the same period in 2018. However, it should be noted that the cumulative impact of non recurring gains and losses on net profit in the first half of 2019 has reached 13 million to 18 million yuan. This means that if there are no non recurring gains and losses, Jinsheng intelligence may even lose money

Jinsheng intelligent said that in the first half of 2019, uncertainties such as international trade frictions affected the investment confidence of customers in the consumer electronics industry, and the operating income of the company's high-end CNC machine tools used in the consumer electronics field decreased slightly compared with the same period

as well as Han's laser, it was oufeiguang (002456, SZ) of Shenzhen white horse stock, and its performance fell in line. Oufeiguang said that affected by the prosperity of the intelligent industry and the intensification of market competition, the prices of the company's traditional touch products, low-end camera modules and capacitive fingerprint identification modules are under pressure, and the productivity utilization rate of the touch display business group is low, resulting in the decline of the company's profitability; In addition, the company accrued various asset impairment of 227 million yuan and net profit of 257 million yuan in the first quarter of 2019. Combined with the above factors, the overall performance of the company in the first half of 2019 fell significantly year-on-year. It is expected that the net profit attributable to shareholders of Listed Companies in the first half of 2019 will be 0-20 million yuan, a year-on-year decrease of 97.31% to 100%

the daily economy noted that the performance of oufeiguang in 2018 has exploded, from a pre profit of 1.84 billion yuan to a loss of 520 million yuan

another Baibang Technology (300736, SZ), whose main business is after-sales service, is expected to lose 14million to 15million yuan in the first half of 2019. Baibang technology explained in the announcement that it has promoted the continuous new development of China Mongolia relations, and Apple's market share in China has further declined. Apple's battery replacement preferential activity ended on December 31, 2018, resulting in a year-on-year decline in the company's revenue from packaging lightweight services, accessory sales and value-added services in Apple's maintenance industry in the first half of 2019

it is difficult to see the peak of 5g replacement in the second half of the year.

for the decline in performance, many listed companies have more or less mentioned the weakness of the smart market, which has been the consensus of the market

the analysis report on the domestic market operation in June 2019 recently released by the China Academy of information and communications shows that in June 2019, the overall domestic market shipment was 34.31 million units, a year-on-year decrease of 6.3%. Among them, 4g33.262 million, a year-on-year decrease of 5.2%

the report points out that from January to June 2019, the overall domestic market shipment was 186million units, a year-on-year decrease of 5.1%, of which 178 million units were 4G units, a year-on-year decrease of 4.2%. As for models, in the first half of 2019, 192 new smart models were launched, a year-on-year decrease of 38.3%

huangyuxuan, an analyst at trendforce, told the daily economy: the second half of the year will enter the peak market season, and the overall performance will be better than that of the first half of the year. However, due to the weak market demand in the general environment, 4G and 5g alternate between the old and the new, and consumers generally show a passive wait-and-see impact on the market, the overall performance of the smart market this year is still declining

in the context of the overall weakness of the market, it has become an industry consensus that 5g will start a new round of machine replacement cycle. Recently, several 5g models have been introduced in succession. On July 23, ZTE took the lead in announcing the pre-sale of the first 5g in jd.com, tmall, ZTE mall, etc., at a price of 4999 yuan. Huawei's first 5g will also be released on July 26

for 5g replacement, Huang Yuxuan believes that the joint launch of medium and high-end 5g by brand manufacturers and chip manufacturers in the second half of the year will drive the 5g market to rise rapidly. However, considering that the current chip specifications and prices belong to the medium and high-end series, it is estimated that the price may still fall above 3000 yuan

sunyanbiao, President of the first research institute, also said to: at present, 5g is still in a time of thunder and rain. The peak period of real machine replacement should not appear until July and August next year, when the maturity of 5g products will be higher, and the price will be around 2000 yuan

some analysts pointed out that with the 5g construction in full swing in the second half of the year, it is expected to usher in a new wave of smart 5g upgrading and replacement boom from next year. The consumer electronics industry is expected to usher in a new round of growth, from the significant upgrading of the number of process materials in core links such as RF antennas to 5g functional innovation driving the transformation of corresponding parts

market weakness has dragged down many listed companies. Can 5g switch save the market? It is collated and released by China mechanical and electrical products trading (hereinafter referred to as machine trading). If you need to reprint, please indicate the source of the article. For more information about the electromechanical industry, please click attention: electromechanical information of China's electromechanical products trading

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