电子行业周报（2024年第43周）

Investment Rating - The report maintains an "Outperform" rating for the electronic industry [3]. Core Insights - The electronic industry experienced a weekly increase of 9.6%, ranking second among 31 sectors in the Shenwan classification [6][7]. - Global smartphone shipments grew by 5% year-on-year in Q3 2024, marking the fourth consecutive quarter of growth, driven by strong demand in emerging markets and early replacement cycles in North America, China, and Europe [25]. - The NAND Flash product prices are expected to decrease by 3%-8% in Q4 2024, while OLED monitor shipments are projected to reach 1.44 million units, a year-on-year increase of 181% [26][27]. Market Overview - The electronic industry saw a weekly increase of 9.6%, outperforming major market indices such as the Shanghai Composite Index (1.4%) and the Shenzhen Component Index (3.0%) [6]. - The semiconductor sector led the growth with a 12.1% increase, followed by other electronic sectors [7]. Industry News - The global smartphone market saw a 5% year-on-year increase in Q3 2024, with Samsung and Apple leading the market shares at 18% each [25]. - The Chinese integrated circuit export value reached 838.1 billion yuan in the first three quarters of 2024, reflecting a 22% year-on-year increase [29]. Company Announcements - North China Huachuang (北方华创) forecasts Q3 2024 revenue between 7.42 billion to 8.54 billion yuan, representing a year-on-year growth of 20.4%-38.6% [30]. - Haiguang Information (海光信息) reported Q3 2024 revenue of 2.37 billion yuan, a 78.3% year-on-year increase, with net profit growing by 199.9% [32].