Multiple benefits catalyze AI hardware to open up a new growth cycle for consumer electronics.

Recently, the consumer electronics industry has been experiencing a warm trend. From the launch of Huawei's Pura series and full-scene new product release event, to the leading growth rate of the value added of the electronic information manufacturing industry in the first quarter among major industrial categories, multiple positive factors have been accumulating, driving the investment opportunities in the consumer electronics industry chain to gradually become more prominent. Wind data shows that the Wind Consumer Electronics Industry Concept Index rose by 2.10% on April 22nd, with a cumulative increase of 16.23% since April 7th. Analysts believe that, under the resonance of multiple events such as innovation in foldable screen form, acceleration of AI edge applications, the optical lens, hinge, flexible OLED and other sectors are expected to continue to benefit, and the focus on related supply chain companies is expected to increase.