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

智通財經
2024.09.11 00:28
中信證券表示，2024 年第二季度消費電子產業景氣度企穩回升，預計第三季度消費電子旺季華為、蘋果等企業的新品發佈有望進一步拉動需求增長。OLED 上游材料端市場需求向好，疊加國產化驅動，我們看好細分材料龍頭後續的訂單增長及市場份額提升。
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