China International Capital Corporation: What is the impact of external tariffs on the Technology Hardware Industry?

China International Capital Corporation believes that the uncertainty of external tariffs does not change the essence of Operation at the industry level and the core competitiveness of enterprises. Considering the lengthy and complex characteristics of the electronic manufacturing Industry Chain, the Global Consumer Electronics industry's manufacturing pattern is unlikely to fully relocate to the USA in the short term. In the long run, the "China + N" manufacturing pattern for Consumer Electronics still holds appeal.

China Gold Insights.Apr 17 09:34

Express News | Hong Kong stocks in the Home Appliances sector rose against the trend, with HISENSE HA up over 5%, HAIER SMARTHOME up over 4%, TCL ELECTRONICS up over 3%, and Midea Group Co., Ltd up nearly 3%.

BreakingsMar 24 10:00

Is there any home appliance without Asia Vets? The AWE Asia Vets series of home appliances has a crowded market, and content e-commerce unexpectedly benefits.

The AWE2025 exhibition themed "AI Technology, AI Life" attracts over 1,200 companies to participate, with an expected visitor count exceeding 0.4 million. Real-time interaction of household appliances, precise understanding, and response to commands have become selling points, transforming the sales model of appliance sets, with AI-enabled appliances receiving significant attention.

cls.cnMar 24 00:00

Miyue Group's stock price doubled in just seven days after going public! Consumer stocks have emerged strongly; under the bullish policies, which sectors are worth paying attention to?

In this context, the market style has begun to rotate, with the Consumer Sector standing out, among which the most outstanding performance is in the tea beverage sector. So far, Nayuki's Tea has increased by over 70% in three days.

Futu NewsMar 11 17:17

Market Overview | Hong Kong stocks continue to rise, the Tech Index increased by nearly 2% again! Network Technology stocks, Autos and others are strongly attacking, Xiaomi Group rose by 6%, Alibaba rose by more than 4%.

After experiencing a surge in trading volume yesterday, the three major indexes in the Hong Kong stock market opened high and continued to rise strongly today.

Futu NewsFeb 18 10:36

Four days after the "National Subsidy" was implemented in 2025, there was an explosion in online Orders for Consumer Electronics, while offline Dealers increased efforts to expand discount ranges. | Frontline

① Four days after the national subsidies were implemented, sales of Consumer Electronics products such as mobile phones and wristbands on major e-commerce platforms increased by over 200%. ② Industry insiders believe that the boost in mobile phone sales will drive growth in upstream supply chain Orders.

cls.cnJan 24 08:44