Xiaomi industrial chain concept stocks were among the top gainers, while Lansi technology and other

The annual flagship launch of Xiaomi will be held in Shenzhen on May 31. The new products identified include Xiaomi 8, miui10 and Xiaomi Bracelet 3. Officials suggest that Xiaomi 8 will become the strongest Xiaomi camera phone, and mix2s is currently the strongest camera phone with a DxOMark score of 97. It is also revealed that Xiaomi 8 will become the first Android model to support 3D structured light and screen fingerprint identification.



In the first quarter, the domestic smart phone market shipment data was poor, and the industry was in a comprehensive de inventory. Changjiang Securities (6.43-3.02%, consulting stock) pointed out that with the release of Android flagship, the sales volume of new machines in the second quarter is expected to drive the industry to pick up, a new round of supply chain stock preparation is opened, and it is expected that consumer demand and supply chain enterprise performance will improve on a month on month basis. In addition, the Android brand, especially oppo / vivo, is expected to change from the end of this year to the first half of next year.



Changjiang Securities believes that consumer electronics is at the bottom of the cycle and upward, so we should reshape the investment logic around the three clues of cycle, innovation and consumption upgrading.



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Pulluton (15.33-4.37%, consulting stock): Xiaomi provides supply chain management services.



Zhuoyi Technology (8.82 suspension, stock diagnosis): the supply of Xiaomi mobile power plant in Tianjin has been on the rise.



Investec Technology (9.06-3.82%, diagnosis stock): Investec technology is producing a new soundbar for Xiaomi OEM, with an annual output of more than 700000 units. The company is cooperating with Xiaomi to develop a new soundbar. According to an industry insider close to the company, Xiaomi has ordered 60000-70000 sets per month for penta, which is expected to be used for tie-in sales of the new generation of Xiaomi TV in May this year.



Kairun shares (42.42-0.56%, diagnosis shares): in-depth cooperation with Xiaomi to create the ultimate brand of intelligent travel & lt; 90 points & gt;, and joint venture with Shanghai runmi and Shanghai shuomi to sell their own brand & lt; 90 points & gt; products through e-commerce channels such as Xiaomi mall.