电子行业周报：iPhone16定档9月10日，三折叠手机大战即将打响

Investment Rating - The report maintains a "Buy" rating for GoerTek (002241.SZ) and Pengding Holdings (002938.SZ), while it recommends "Hold" for Crystal Optoelectronics (002273.SZ) and Luxshare Precision (002475.SZ) [9][16]. Core Insights - The electronic industry saw a 3.33% increase from August 26 to August 30, ranking third among sectors, with a price-to-earnings ratio of 43.61 [5][22]. - The upcoming launch of the iPhone 16 series on September 10 is expected to drive interest in related companies, particularly those in the supply chain such as Luxshare Precision, Liying Intelligent Manufacturing, and others [6][14]. - The foldable smartphone market is experiencing significant growth, with a 49% increase in global shipments in Q1 2024, led by Huawei surpassing Samsung [7][15]. Summary by Sections 1. Stock Recommendations and Changes - The report highlights key companies to watch, including GoerTek, Crystal Optoelectronics, and Luxshare Precision, with specific earnings per share (EPS) and price-to-earnings (PE) forecasts for 2023-2025 [9][16]. 2. Weekly Market Analysis and Outlook - The electronic sector's performance is analyzed, showing a general upward trend, with specific segments like semiconductor equipment and passive components performing well [5][22][26]. 3. Industry Dynamics Tracking - The report discusses the rapid growth in the foldable smartphone segment and the competitive landscape, suggesting a focus on companies involved in this technology [7][15][8]. 4. Key Company Announcements - Notable announcements include the iPhone 16 launch and developments in the foldable smartphone market, indicating potential investment opportunities [6][14][15]. 5. High-Frequency Industry Data - The report includes various indices and performance metrics for the electronic industry, providing a comprehensive view of market trends [19][22]. 6. Recent IPOs - The report mentions recent IPOs in the semiconductor sector, highlighting their significance in the current market landscape [11]. 7. Key Company Valuation Levels and Earnings Forecasts - Detailed valuation metrics and earnings forecasts for key companies in the electronic sector are provided, aiding in investment decision-making [9][16][31]. 8. Overseas Leaders Overview - The report reviews the performance of major overseas electronic companies, noting significant fluctuations in stock prices and market capitalizations [17][18]. 9. Semiconductor Industry Overview - An analysis of the semiconductor industry indicates a mixed performance, with some companies experiencing declines while others show resilience [19][22]. 10. Weekly Performance Rankings - The report ranks companies based on their weekly performance, identifying top gainers and sectors driving growth [29][30].