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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  4月份以来,多家消费电子企业迎来机构密集调研。数据显示,以申银万国消费电子行业为统计口径,获机构调研排名前三位的上市公司分别是立讯精密工业股份有限公司(500家)、安克创新科技股份有限公司(262家)、浙江水晶光电科技股份有限公司(229家)。此外,广东领益智造股份有限公司、深圳市漫步者科技股份有限公司等企业也接受了机构调研。

  翻阅调研记录不难发现,机构关注的焦点集中在企业如何应对美国关税政策冲击以及拓展海外市场等方面。

  广东领益智造股份有限公司相关负责人对记者表示,公司位于产业链中上游环节,主要产品不直接从中国大陆出口美国,具备消化供应链波动的强大能力。在历次行业震荡中,公司的强大交付能力保证了市场份额增长。近年来公司在大客户端地位不断加强,正在承接更多业务。

  立讯精密工业股份有限公司相关负责人表示,国内制造的产品只有很少一部分成品出口到美国,这部分略有影响,公司会观察未来关税落地情况。就海外布局而言,消费电子领域海外扩充计划会优先考虑东南亚。

  浙江水晶光电科技股份有限公司相关负责人表示,美国关税政策对公司基本没有直接影响,间接影响可能存在,但手机等消费电子产业链的全球化供应链格局是不可改变的。未来,公司将加快新加坡运营中心、越南二期项目的建设进程,持续打造市场2.0体系。

  就国内市场而言,得益于“国补”等相关政策的有力推动,消费电子行业的需求正在稳步回升。国际数据公司(IDC)发布的数据显示,2025年第一季度,我国智能手机市场出货量在“国补”政策叠加春节销售旺季的拉动下,同比增长3.3%,达到7160万部,延续过去五个季度的增长趋势。

  “随着后续补贴政策的持续,消费者购置成本将进一步降低。除手机外,腕戴产品的性价比也将进一步提高,从而带动消费电子需求的增长。”深度科技研究院院长张孝荣对《证券日报》记者表示。

  在此背景下,消费电子企业正不断加大研发投入、推动产品创新。深圳市漫步者科技股份有限公司调研记录显示,开放式耳机市场正处于快速增长阶段,是公司大力投入的方向之一。近期公司陆续发布了若干高端新品,特别是3月下旬开始,一系列主销价位段的耳机新品集中上市,如百元级TWS耳机X1Evo、搭载主动降噪的TWSLolliPro3i、OWS耳夹式耳机ComfoClipQ等。

  浙江水晶光电科技股份有限公司在滤光片领域的技术突破也值得关注,公司相关负责人表示,公司做滤光片起家,积累了丰富的技术应用经验,展示出极强的产品技术,尤其是在自动化导入和大规模生产管理系统方面具有显著优势。相较海外友商,公司设定了合理的毛利,对客户来说是具有性价比的选择。

  深圳市前海排排网基金销售有限责任公司研究部副总监刘有华对《证券日报》记者表示:“未来企业应通过‘中国+N’的全球产能布局策略,在关税优势区域建立互补性生产基地,实现产能的灵活调配,增强对原材料价格波动和物流风险的抵御能力。同时,企业应加大研发投入,聚焦前沿技术领域,打造差异化产品矩阵,通过建立用户生态体系,提升品牌忠诚度和产品溢价能力。此外,企业还应深耕国内大循环,把握新消费趋势,充分释放内需潜力。”

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