电子周跟踪：折叠屏+AR智能眼镜催化，继续看好消费电子板块机会

Investment Rating - The report maintains an "Outperform" rating for the consumer electronics sector, indicating expected growth exceeding the benchmark index by over 10% [1][35]. Core Insights - The report highlights the potential for growth in the consumer electronics sector driven by the release of new foldable screen products and AR smart glasses, with expectations for significant sales in the upcoming months [3][31]. - The report notes a strong performance in the foldable smartphone market, with Q2 2024 shipments reaching a record high of 9.8 million units, a 151% quarter-on-quarter increase and a 126% year-on-year increase [2][31]. - Huawei's smartphone revenue and average selling price reached historical highs in Q2 2024, with a 49% year-on-year increase in global shipments, totaling 11.6 million units [31][32]. Market Overview Overall Market Performance - The overall market showed mixed results during the week of August 12-16, 2024, with the Shanghai Composite Index rising by 0.60% and the Shenzhen Component Index falling by 0.52% [2][7]. - The semiconductor index declined by 1.42%, while the Philadelphia Semiconductor Index increased by 9.78% [2][7]. Sector Performance - The consumer electronics sector saw a weekly increase of 2.43%, with other electronics and optical electronics sectors performing even better at 5.40% and 2.87% respectively [2][9]. - Notable individual stock performances included Star Technology (+73.08%) and Kaiwang Technology (+51.90%), while Blue Arrow Electronics (-21.09%) and ST Dongxu B (-15.79%) faced significant declines [2][14]. Key Company Announcements - Pengding Holdings reported a revenue of 13.126 billion yuan for the first half of 2024, a year-on-year increase of 13.79%, but a net profit decrease of 3.40% [2]. - Jingchen Co. achieved a revenue of 3.016 billion yuan, a 28.33% increase year-on-year, with a net profit growth of 96.06% [2]. - Victory Technology reported a revenue of 4.855 billion yuan, a 32.29% increase year-on-year, with a net profit growth of 33.23% [2]. Industry News - Samsung's early launch of foldable smartphones significantly boosted the foldable smartphone panel shipments in Q2 2024, capturing a market share of 48%, surpassing Huawei's 29% [31][32]. - The global cloud infrastructure services spending grew by 19% year-on-year in Q2 2024, reaching $78.2 billion, with a notable shift towards AI-related investments [31]. - The report anticipates a strong demand for AI PCs, with shipments expected to reach 44 million units in 2024, driven by advancements in processor technology [31].