Concept tracking | how do you think that Apple Inc WWDC is about to hold AR/VR industrial chain to grab the trading limit? (with concept stock)

Zhitong Financial APP learned that on May 31st, affected by the upcoming Apple Inc Global developer Conference, companies related to the AR/VR industry chain showed outstanding performance and closed at the close. $Goertek Inc.(002241.SZ)$、 $Shenzhen Everwin Precision Technology(300115.SZ)$、 $Zhejiang Crystal-optech(002273.SZ)$、 $Shenzhen Zhaowei Machinery & Electronics(003021.SZ)$Wait for many stocks to rise by the daily limit. Zhongtai Securities believes that Apple Inc is expected to disclose his AR/VR-related product information at this meeting. AR/VR as one of the most important innovative products in the future of consumer electronics, Apple Inc's participation will undoubtedly greatly promote the development of the industry and open a new round of innovation cycle of consumer electronics.

In the early morning of May 25th, Apple Inc announced that the 2022 Apple Inc Global developers Conference (WWDC) will be held from 6.7.11 to 6.11, and the first day of the keynote speech will begin at 1: 00 a.m. Beijing time on June 7. WWDC22 activities will be open to more than 30 million Apple developers worldwide free of charge online. It includes keynote speeches and Platforms State of the Union, and further shares with developers what they are about to learn and experience.

It is worth mentioning that Apple Inc launched a number of new computer products on WWDC in 2017, such as the MacBook,MacBook Pro,iMac, iMac Pro, iPad Pro and HomePod. It is reported that Apple Inc WWDC conference has not launched new hardware for two years in a row, the most recent is in 2019 WWDC, Apple Inc launched Mac Pro and Pro Display XDR.

Guo Mingyi, an analyst at Tianfeng Securities, said in a post today that it will take time for Apple Inc AR/MR Touxian to enter the stage of mass production, so he does not think that Apple Inc will launch AR/MR Touxian and the rumored corresponding operating system reality OS at this year's WWDC developer conference. Prior to this, Guo Mingyi said that Apple Inc's AR/MR Touxian would be launched in the second quarter of 2022.

China International Capital Corporation believes that the performance of companies related to the AR/VR industry chain today is mainly due to the following catalytic factors: 1) Apple Inc held a WWDC developer conference on June 6, which is expected to release AR/VR-related software products and increase market attention; 2) brands such as PSVR and Meta plan to release new VR products in 2H22, and the stock volume is gradually clear in time, and the related companies benefit from more certainty. 3) short-term demand for VR is strong, and AR/VR is still the most prosperous track downstream of consumer electronics in the near future, and shipments continue to grow.

Throughout the year, companies such as Meta, Sony Group Corp and Apple Inc are expected to release new VR headsets and continue to upgrade on the functional side to promote the landing of more remote interactive applications. In addition, Meta will launch GTA, Population and other game masterpieces this year, which is expected to continue to attract new users, achieve a positive cycle of soft and hard ecology, and break the shipping ceiling. AR/VR is expected to become the next generation of mobile computing platform, through the brain-computer interface to achieve human-computer interaction, driving AR/VR shipments to the order of one billion. According to estimates, AR/VR hardware is expected to reach a market of 100 billion US dollars in 2025, with a compound growth rate of more than 80%, driving the sustained high growth of related companies in the industrial chain.

Zhongtai Securities believes that Apple Inc WWDC will be held soon, the catalytic plate rose sharply. Apple Inc WWDC will be held soon, it is expected to release AR/VR product information: Apple Inc announced that he will hold a 2022 WWDC conference on 6.11, and Apple Inc is expected to disclose his AR/VR-related product information at this meeting, which drives the industrial chain-related stocks to rise one after another. AR/VR as one of the most important innovative products of consumer electronics in the future, Apple Inc's participation will undoubtedly greatly promote the development of the industry and open a new round of innovation cycle of consumer electronics.

With the frequent consumption stimulus policies, the demand for mobile phones is expected to recover: with the introduction of consumption stimulus policies around the country and the important window for the intensive release of new phones from June to July, the demand side is expected to gradually improve. In addition, February-April channel inventory pressure is gradually digesting, coupled with the arrival of 618 big promotion and other festivals, downstream is expected to replenish inventory to drive sales pick up. Pessimistic expectations fully reflect that the improvement in demand will effectively boost market confidence: due to the impact of weak downstream demand since the beginning of the year, there has been a sharp correction in the consumer electronics sector, with leading manufacturers generally falling by more than 30%. The market is also generally very pessimistic about mobile phone sales. With the recovery of downstream demand, superimposed many kinds of positive information stimulation, market confidence will be effectively boosted, driving the plate to rebound upward.

Related concept stocks:

Gale shares (002241.SZ): at present, the company has an absolute dominant share in the global VR manufacturing field, will further focus on the development of optics, and the layout in the AR field is also more profound.

Crystal Optoelectronics (002273.SZ): the company's leading products optical low-pass filters (OLPF), infrared cut-off filters and components (IRCF) and narrowband filters (NBPF) are among the highest production and sales in the world. 3D depth imaging, optical components and enhanced display (AR) components have been used in well-known consumer electronics around the world.

Lianchuang Electronics (300343.SZ): at present, the company has laid out 24 million optical lenses and 6 million image module industrialization projects, and plans to form a production capacity of 50 million lenses and image modules each by the end of 2025.

$SUNNY OPTICAL(02382.HK)$The company specializes in optics and optoelectronics related product design, research and development, production and sales.