电子设备行业动态点评：海外大厂开启涨价，国内政策大力扶持光模块上游

Investment Rating - The report maintains an "Outperform" rating for the electronic equipment industry [6]. Core Insights - The report highlights the significant support from domestic policies for the optical chip industry, aiming for breakthroughs in key technologies and the establishment of competitive enterprises by 2030 [1]. - There is a notable price increase initiated by Marvell, a major player in the AI and optical communication chip market, reflecting strong market demand [2]. - The report emphasizes the growing demand for AI computing power across various industries, suggesting a focus on domestic communication sectors related to AI optical modules [9]. Summary by Sections Domestic Developments - The Guangdong provincial government has issued an action plan to accelerate innovation in the optical chip industry, targeting over 10 key technology breakthroughs and the cultivation of competitive enterprises by 2030 [1]. - The plan includes increased R&D investment in various optical chip technologies and materials, as well as support for the development of key equipment and components [1]. International Developments - Marvell has announced a price increase across its entire product line starting January 1, 2025, in response to the surging demand for AI and accelerated computing [2]. - This price adjustment reflects the broader trend of unprecedented investments across the semiconductor supply chain to expand production capabilities [2]. Investment Recommendations - The report suggests focusing on specific companies within the domestic communication sector related to AI optical modules, including: - Optical chips: Shijia Photon and Yuanjie Technology - Optical devices: Taicheng Light - Lithium niobate films: Guangku Technology - CPO: Tianfu Communication - Optical modules: Xinyi Sheng, Zhongji Xuchuang, Dekeli, and Liante Technology [9].