2020 “Yinhua Fund Cup” Sina bank financial planner competition, hot registration. From now on to September 7, you will receive free gift packages worth more than 700 yuan from Guan Qingyou, Luo Yuanshang, Chen Kaifeng and Jian Qi. In the morning trading today, the consumer electronics sector was strong, with Ningbo Yunsheng, Haineng industry, Xinghui precision, etc.. As of the time of publication, the turnover of goer shares exceeded 6 billion yuan. Tuobang shares, Lixun precision and so on followed the rise. On the news, after trading yesterday, golfer announced its first half results and announced that it had realized a net profit of 781 million yuan, up 49.05% year-on-year. During the reporting period, the business of precision components, intelligent wireless headphones, virtual reality and other related products has achieved rapid growth. It is expected that the net profit in the first three quarters will increase by 70% – 90% year on year. According to the report of international research institutions, it is predicted that the global TWS true wireless intelligent headphones will reach 186 million units in 2020, with a year-on-year growth of 63.1%. IDC, an international research organization, predicts that the global vr virtual reality products will reach 7.1 million units in 2020, with a year-on-year growth of 23.6%. < p > < p > this week, Huawei and Yijia released new products, and apple opened education discount, and you can get free airpods when you buy a specified MAC or iPad. CITIC Securities believes that in the short and medium term, TWS headphones will accelerate penetration as mobile phone accessories. Wireless headset is the trend of the times, or become the standard product of high-level mobile phone. < / P > < p > at the same time, the epidemic has brought new opportunities to the public sector. The demand for application scenarios such as online medical treatment, online teaching and contactless service has promoted the implementation of AR / VR technology in medical, educational and government industries. Last week, the general office of the State Council issued the opinions on further stabilizing foreign trade and foreign investment, saying that it would increase support for labor-intensive enterprises such as consumer electronics products. CITIC Securities said that it is optimistic about the sustainable growth of the Internet of things industry in the future for a long time. < / P > < p > in the medium and short term, it is expected that TWS headphones with airpods as the core will take the lead in 2-3 years, and will grow several times after being tied with mobile phones. It is suggested that attention should be paid to the assembly manufacturers and complete machine manufacturers with the largest market space in the industrial chain, including goer Co., Ltd., Lucent precision, Wanmo acoustics, rambler, Jiahe intelligent, Yingtong communication, Chaoyang technology, etc., and the upstream chip and component manufacturers hengxuan technology, Zhaoyi innovation, huiding technology, etc. < / P > < p > in the medium and long term, it is expected that the smart watch integrated sports, health monitoring and other functions will further disperse mobile phone functions, becoming the second high growth point after TWS headset. It is suggested that attention should be paid to the existing distribution of goer, Lixun precision and huanxu electronics. < / P > < p > in the long run, 5g will be gradually implemented. As the next generation of video based human-computer interaction platform, AR / VR is expected to grow rapidly with high certainty after solving the problems of transmission and content. It is suggested that attention should be paid to the manufacturers of the whole machine and components, including goer, sunny optical technology, Weill, crystal optoelectronics, etc.