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Trump's dramatic turnaround on tariffs has sparked a surge in Hong Kong's Consumer Electronics market, with TCL ELECTRONICS soaring 30% leading related stocks.
① What does President Trump's 90-day suspension of tariffs on certain countries mean for the Consumer Electronics Industry Chain? ② TCL ELECTRONICS, FIT HON TENG and other symbols have rebounded over 20% after being oversold. Is this the starting point for valuation repair or just a flash in the pan?
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.
CHINA-HK PHOTO: 2024/25 Interim Report
Tianfeng: Stimulus of domestic demand + resonance of product cycles, bullish on the consumer electronics industry chain.
Tianfeng states that the stimulation of domestic demand combined with the resonance of the product cycle, is bullish on the consumer electronics industry chain.
CHINA-HK PHOTO: ANNOUNCEMENT OF INTERIM RESULTSFOR THE SIX MONTHS ENDED 30 SEPTEMBER 2024
Express News | China Hongkong Photo Products Sees Net Profit Attributable of Not More Than HK$7.5 Mln for Six Months
