Xin Hua Wang·2025-08-12 05:47Group 1 - As of January 10, 2023, a total of 148 A-share listed companies have disclosed their performance forecasts for 2023, with 16 companies in the consumer electronics sector showing positive expectations [1] - Chip manufacturer Xinruida expects a net profit of 159 million to 185 million yuan for 2023, representing a year-on-year growth of 50% to 75%, driven by the increased application of MiniLED technology [1] - Abison, another player in the LED sector, anticipates a net profit of 310 million to 350 million yuan for 2023, with a year-on-year increase of 52.70% to 72.40%, supported by a significant rise in order volume [1] Group 2 - Semiconductor company Zhongke Lanyun forecasts a revenue of 1.43 billion to 1.45 billion yuan for 2023, reflecting a year-on-year growth of 32.42% to 34.27%, with net profit expected to be between 240 million and 260 million yuan, a growth of 70.34% to 84.53% [2] - Transsion Holdings projects a revenue of approximately 62.12 billion yuan for 2023, a year-on-year increase of about 33.32%, and a net profit of around 5.493 billion yuan, representing a growth of about 121.15% [2] - The consumer electronics industry showed signs of recovery in the second half of the previous year, with a narrowing decline in smartphone and computer shipments, leading to improved performance for some listed companies in 2023 [2] Group 3 - Analyst Guo Mingqi from Tianfeng International Securities noted that inventory replenishment for major Android phone brands is expected to conclude in January 2024, with demand improvements potentially falling short of market expectations [3] - Market trends indicate a moderate positive outlook for the consumer electronics sector in 2024, although demand and consumer confidence remain weak [3] - The integration of AI into consumer electronics is anticipated to drive moderate recovery in the industry starting in 2024, with a focus on the impact of global economic and political factors on this trend [3]