电子行业周报（2024年第42周）

Investment Rating - The industry rating is "Outperform the Market" [42] Core Insights - The electronic industry experienced a slight decline of -0.02% in the week of October 7-11, 2024, outperforming major market indices which saw declines ranging from -3.3% to -4.5% [6][8] - The semiconductor sector showed a significant increase of 4.4%, while other segments like optical optoelectronics and consumer electronics faced declines of -5.3% and -3.4% respectively [8][11] - Predictions indicate a substantial reduction in the price increase of DRAM memory in Q4 2024, with LPDDR4X Mobile DRAM expected to decrease by 5%-10%, potentially improving smartphone manufacturers' profit margins [33] - The global notebook market is projected to maintain growth in 2024, driven by strong demand in the low-end market and promotional activities such as back-to-school and Double Eleven [35] Market Overview - The electronic industry ranked first among 31 sectors in terms of performance, with the Shanghai Composite Index declining by -3.6% during the same period [6] - The semiconductor sector had the highest trading volume at 728.56 billion yuan, followed by consumer electronics at 244.6 billion yuan [11] Industry News - DRAM prices are expected to stabilize in Q4 2024, with a forecasted increase of 8%-13% for overall DRAM prices, while PC DRAM prices are expected to remain stable [33] - LCD TV panel prices are anticipated to stop declining in October due to improved demand from "old-for-new" policies and supply-side production controls [34] - The global notebook market showed a strong recovery in the first three quarters of 2024, with a projected year-on-year growth of 4% [35] Company Announcements - Dinglong Co. reported a revenue of 2.41 billion yuan for the first three quarters of 2024, a year-on-year increase of 28.7%, with net profit expected to grow by 108%-115% [36] - Weir Co. forecasted a net profit of 2.27-2.47 billion yuan for the same period, reflecting a growth of 515.4%-569.6% [38] - Yuchip Technology projected a revenue of 470 million yuan, up 23.9%, with net profit increasing by 51.1% [39] - Yutong Optical announced a net profit of 130-140 million yuan, marking a growth of 208.6%-242.3% [40] - Rockchip Microelectronics expects a revenue of 2.16 billion yuan, with a net profit growth of 339.8%-365.6% [41]