电子行业周报：持续关注Q2表现亮眼公司

Industry Investment Rating - The report maintains a positive outlook on the semiconductor industry, particularly highlighting the strong performance of AI-related sectors in 2024 [4][47] Core Views - AI remains the strongest sector in 2024, with significant opportunities in the AI supply chain, including companies like Hudian, Shennan Circuits, Foxconn Industrial Internet, and Cambricon [4][47] - The storage sector is expected to see a recovery, with companies like GigaDevice, Rambus, and Puyuan benefiting from price increases and improved demand [47] - The domestic semiconductor equipment and materials sector is poised for growth, with key players such as NAURA, AMEC, and Piotech leading the charge [48] Market Performance - The semiconductor index rose by 6.18% during the week of July 8-12, 2024, outperforming broader market indices such as the CSI 300 (+1.20%) and the Shanghai Composite (+1.47%) [8] - The SoC sector saw a significant increase of 10.1%, driven by strong performances from Amlogic, Rockchip, and Allwinner [8] - The packaging and testing sector also performed well, with Blue Arrow Electronics, JCET, and Tongfu Microelectronics leading the gains [8] Company Performance Highlights - NAURA reported a strong H1 2024 performance, with revenue expected to grow by 35.40%-55.93% YoY and net profit increasing by 42.84%-64.51% [2] - Rockchip saw a dramatic increase in net profit, with H1 2024 net profit expected to grow by 543.15%-686.29% YoY [2] - GigaDevice reported a 54.18% YoY increase in net profit for H1 2024, driven by strong demand for its memory products [2] - Hudian and Shennan Circuits both reported significant YoY growth in net profit, with Hudian expecting a 119.24%-135.48% increase and Shennan Circuits projecting a 92.01%-111.00% rise [2][3] Sector Trends - The AI sector continues to dominate, with companies like Luxshare Precision, Goertek, and Huaqin Technology benefiting from the AI boom [4][47] - The storage sector is recovering, with companies like GigaDevice, Rambus, and Puyuan expected to benefit from price increases and improved demand [47] - The domestic semiconductor equipment and materials sector is seeing strong growth, with companies like NAURA, AMEC, and Piotech leading the way [48] Key Announcements - Samsung launched new AI-focused products, including the Galaxy Z Fold 6 and Galaxy Z Flip 6, highlighting the company's shift towards AI-driven devices [26] - AMD announced the acquisition of Silo AI, a Finnish AI startup, for $665 million, signaling a strategic move to strengthen its AI capabilities [28] - Hua Bang expressed optimism about the memory market, predicting a significant recovery in 2025 [27]