The PC market shows signs of warming, and the electronics industry continues to improve. Jianghai Securities: Focus on Lenovo, Bromake, and others
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Jianghai Securities released a report on the electronics industry, rating it as "Overweight," and expects domestic PC shipments to grow due to national subsidy policies and the launch of AI PC new products. It is recommended to pay attention to companies such as Lenovo and Bromake. In Q1 2025, the shipment volume of the mainland China PC market is expected to reach 8.9 million units, a year-on-year increase of 12%. The tablet market is expected to ship 8.7 million units, a year-on-year increase of 19%. Competition among local brands is intensifying, with companies like Lenovo performing strongly in the consumer PC sector
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