CITIC Securities: The consumer electronics materials sector is stabilizing and rebounding, with the release of new products by Huawei, Apple, and others in the third quarter expected to drive demand growth

智通财经
2024.09.11 00:28
中信证券表示，2024 年第二季度消费电子产业景气度企稳回升，预计第三季度消费电子旺季华为、苹果等企业的新品发布有望进一步拉动需求增长。OLED 上游材料端市场需求向好，叠加国产化驱动，我们看好细分材料龙头后续的订单增长及市场份额提升。
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