--- title: "The PC market shows signs of warming, and the electronics industry continues to improve. Jianghai Securities: Focus on Lenovo, Bromake, and others" type: "News" locale: "en" url: "https://longbridge.com/en/news/247593905.md" description: "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" datetime: "2025-07-08T08:23:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/247593905.md) - [en](https://longbridge.com/en/news/247593905.md) - [zh-HK](https://longbridge.com/zh-HK/news/247593905.md) --- # The PC market shows signs of warming, and the electronics industry continues to improve. Jianghai Securities: Focus on Lenovo, Bromake, and others According to the Zhitong Finance APP, recently, Jianghai Securities released a report on the electronics industry, indicating an industry rating of "overweight." It is expected that domestic PC shipments will increase due to the stimulus of national subsidy policies and the continuous launch of AI PC new products. It is recommended to pay attention to related industry chain companies such as Lenovo Group (00992), Bromake (301387.SZ), and Spring Autumn Electronics (603890.SH). Canalys' latest data shows that in Q1 2025, the shipment volume of the PC market in mainland China reached 8.9 million units, a year-on-year increase of 12%; the tablet market grew even stronger, with shipments of 8.7 million units, a year-on-year increase of 19%. The growth is attributed to the government's subsidy policy stimulating the demand for equipment upgrades in the consumer market. In Q1 2025, looking at the segmented PC market in mainland China, notebook shipments increased by 20% year-on-year, commercial large PC purchases remained flat, while the small and medium-sized business (SMB) market showed a moderate recovery, with a year-on-year growth of 2%. The significant growth in consumer PCs is mainly due to government subsidies driving demand. From the perspective of the PC market landscape, competition among local brands intensified in the first quarter, reflecting the significant enhancement of competitiveness among local brands such as Lenovo and Xiaomi in the consumer PC sector. Honor announced its AI PC upgrade plan, with multiple AI features being pushed to existing users, covering various models of Honor MagicBook and Honor laptops. Among them, the newly released MagicBook Art 14 2025 features a new "One Voice Smart Control" function, allowing users to easily perform operations such as application downloads, meeting notes, document generation, and sending through voice commands. Following the release of its first AI PC personal intelligent agent last year, Lenovo has also taken the lead in proposing the concept of "super intelligent agents," marking a key step in the company's practice of building "intelligent twins" in the AI era. With the accelerated penetration of AI functions in PCs, Lenovo's performance is expected to gradually improve, and AI functions will also be applied to other terminal markets such as mobile phones, benefiting the company's overall future development. MSI launched the EdgeXpert MS-C931 AI supercomputer. The EdgeXpert MS-C931 AI supercomputer focuses on AI functions, equipped with a 20-core Arm architecture processor and NVIDIA Blackwell architecture graphics card. MSI stated that its local AI computing power can reach 1000 TOPS, capable of supporting the localized operation of large language models (LLM) with a parameter scale of up to 200 billion ### Related Stocks - [301387.CN](https://longbridge.com/en/quote/301387.CN.md) - [LNVGY.US](https://longbridge.com/en/quote/LNVGY.US.md) - [00992.HK](https://longbridge.com/en/quote/00992.HK.md) ## Related News & Research - [Carl Icahn Beat Berkshire Hathaway This Quarter — But The Long-Term Story Is Different](https://longbridge.com/en/news/286947973.md) - [Barnes & Noble CEO is fine with stocking AI-written books — if they're labeled. The internet had thoughts.](https://longbridge.com/en/news/287084103.md) - [Who Knew Glass Was So Important to AI? 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