电子元器件：AI端侧系列推荐之十-高通AI PC续航优秀，ARMPC加速渗透

Investment Rating - The report maintains an "Overweight" rating for the industry [1][26]. Core Insights - The report highlights that AI PCs powered by Qualcomm Snapdragon X Elite have excellent battery life, comparable to MacBook, and outstanding performance for ARM-native software. The penetration of ARM PCs is accelerating, driving growth in AI PC hardware demand [2][3]. - It recommends specific companies for investment, including Huajin Technology, Longhong Technology, Hengmingda, Guangda Tongchuang, and Chunqiu Electronics, based on their potential in the AI PC market [3][4]. Summary by Sections Investment Recommendations - The report suggests that the AI PC market will see a significant increase in demand, with ARM architecture penetration in AI PCs expected to rise from 15% in 2023 to 25.3% by 2027 according to Counterpoint [3]. - The recommended stocks and their respective closing prices as of June 18 are as follows: - Longqi Technology: 42.65 - Hengmingda: 33.75 - Chunqiu Electronics: 9.88 - Guangda Tongchuang: 37.92 - Huajin Technology: 59.63 [4]. Performance Metrics - The report provides performance metrics for AI PCs, indicating that the Vivobook S15 with Snapdragon X Elite achieves battery life of 7 hours 47 minutes for Netflix playback and 10 hours 46 minutes for web browsing, which is competitive with the MacBook Air [3]. - In gaming performance, the report notes that while there are some limitations with x86 architecture games, ARM architecture games show promising frame rates, indicating potential improvements in gaming experiences as ARM architecture development progresses [3].