Samsung plans to sell more than 500 million mobile phones in 2013; 6 major concept stocks are expected to explode
Samsung Electronics plans to sell 510 million mobile phones next year, up about 20 percent from this year, of which 390 million will be smartphones and 120 million will be regular phones.
According to South Korean media reports, Samsung Electronics may produce 240 million phones in Vietnam, 170 million in China and 20 million in India, and 40 million units in South Korea.
The report said that Samsung Electronics will invest a total of $2.2 billion in Vietnam's mobile phone factories by the end of 2020 to boost production, reduce manufacturing and logistics costs and shorten delivery times.
> Samsung industry chain VS Apple industry chain
Due to the hot sale of Apple mobile phones, Apple concept stocks have been hot in the capital market, and many public and private equity people have dug out "bull stocks" in the Apple industry chain, such as Goertek and Anjie Technology, Yangzhou Times reported.
Then, who is superior and who is inferior between Apple industry chain and Samsung industry chain? Shanghai New times securities strategic analyst Fu Shaoqi believes that whether it is Apple industry chain or Samsung industry chain, A-share companies are mainly doing parts, and Samsung's industry chain is obviously better than Apple, because Samsung's shipments are obviously higher than Apple's, and Apple's profit margin for suppliers is actually not much.
In contrast, Samsung due to large market share and shipments, so its suppliers in the scale effect, low marginal cost, volume and price, profit situation may be better than Apple.
Samsung concept shares may wish to pay attention to
"At present, the economic growth is slowing down, the traditional industry is difficult to find bright spots. In the emerging industries, with the release of new products by Apple and Samsung, the listed companies related to Apple and Samsung industrial chain are supported by the concept and performance, and Samsung concept stocks are expected to become the successor of market speculation." Zhao Huan said.
He Zaihua said: "Samsung's industrial chain is the world's most complete industrial chain, even some of Apple's hardware needs to be purchased from Samsung, with its strong industrial chain, Samsung is more flexible in the market, the scope of profit margin expansion has also expanded. "As products sell well, A-share companies in the industry chain are also expected to benefit."
He believes that the real benefit from Samsung mobile phone sales are batteries, chargers, electroacoustic components, high-grade coating composite materials and other segments, China Samsung company set up in Shaanxi, and part of the hardware production outsourced to Chinese manufacturers.
According to reports, the A-share companies in the Samsung industry chain include Shuobide (300322), Jinsheng shares (300083), Zhuoyi Technology (002369), Kangdexin (002450), Oufeiguang (002456) and so on.