China’s consumer electronics sector surged in Wednesday’s trading session, with Shengli Precision (002426) soaring by the 10% daily limit. The rally extended across key players, including Dianlian Technology (300679), Tony Electronics (603595), Huanxu Electronics (601231), Industrial FULL (601138), and Zhishang Technology (301486), reflecting renewed optimism in the sector.
The gains were fueled by upbeat demand forecasts for smartphones, wearables, and AIoT devices, coupled with upcoming product launches from major tech brands. Analysts note supply chain restocking ahead of the peak holiday season is driving short-term momentum, though margin pressures from component costs remain a concern.
The sector’s rebound suggests improving sentiment toward global consumer tech recovery, with investors particularly bullish on companies tied to AI-powered devices and advanced manufacturing. However, sustainability hinges on Q3 earnings delivery and macroeconomic conditions.
Related topics：
