推进中国式现代化，科技要打头阵

Investment Rating - The report rates the electronic industry as "Recommended" [1] Core Insights - The electronic sector has shown a significant increase of 9.6% in the week from October 14 to October 18, 2024, outperforming the Shanghai Composite Index, which rose by 1.0%, and the overall A-share market, which increased by 3.1% [1][4] - President Xi Jinping emphasized the importance of technology in advancing China's modernization during a visit to Anhui, highlighting that technological innovation is essential for self-reliance and strength [10] - The report indicates that the semiconductor market is experiencing a slower recovery than previously expected, with ASML reporting a significant drop in new orders [12][13] Summary by Sections 1. Market Review - The electronic industry index rose by 9.6% during the specified week, ranking 2nd among 31 sectors [4] - The sub-sector of other electronics saw the highest increase of 13.66%, while the optical and optoelectronic sector performed weaker with a 6.09% increase [6][7] 2. Industry News Overview - Xi Jinping's remarks on the necessity of technology for modernization [10] - The Chinese Cybersecurity Association's recommendation for a security review of Intel products due to vulnerabilities [11] - ASML's Q3 performance showed a net sales of €7.47 billion, with new orders significantly below expectations [12][13] - Vivo launched the X200 series smartphones, featuring advanced imaging technology and a new chip [14][16] - Apple introduced the 2024 iPad mini with upgraded specifications [20] - A new development plan for the smart connected vehicle industry is being formulated [22][23] - The communication industry is leveraging AI to enhance overseas business growth [24]