Recently, the consumer electronics industry has ushered in a new round of event catalysis. Leading manufacturers are intensively releasing new products in the fall, and new terminals such as folding screens, AI phones, and AI glasses are being implemented at an accelerated pace. Combined with continuing benefits at the policy level, market attention to the consumer electronics sector has increased markedly. According to Wind data, Wande's consumer electronics industry concept index has risen more than 7% since August. Analysts believe that as leading manufacturers enter a new cycle of product innovation, the consumer electronics industry is expected to shift from a traditional switching cycle to a product innovation-driven cycle, and the valuation logic is shifting from “cyclic pricing” to “growth pricing”; in the context of the early performance of related sectors, the subsequent market focus will shift more towards new product sales, increased industrial chain value, and performance delivery.

Recently, the consumer electronics industry has ushered in a new round of event catalysis. Leading manufacturers are intensively releasing new products in the fall, and new terminals such as folding screens, AI phones, and AI glasses are being implemented at an accelerated pace. Combined with continuing benefits at the policy level, market attention to the consumer electronics sector has increased markedly. According to Wind data, Wande's consumer electronics industry concept index has risen more than 7% since August. Analysts believe that as leading manufacturers enter a new cycle of product innovation, the consumer electronics industry is expected to shift from a traditional switching cycle to a product innovation-driven cycle, and the valuation logic is shifting from “cyclic pricing” to “growth pricing”; in the context of the early performance of related sectors, the subsequent market focus will shift more towards new product sales, increased industrial chain value, and performance delivery.