电子元器件行业事件快评：AutoGLM解放用户双手，AIAgent开启新篇章

Investment Rating - The report assigns an "Increase" rating for the electronic components industry [2]. Core Insights - AutoGLM technology is expected to accelerate the adoption of AI Agents in smartphones, driving a wave of AI smartphone upgrades and increasing demand in the upstream supply chain [4]. - The collaboration with smartphone manufacturers like Honor is crucial for the successful implementation of AI Agents, which can enhance user experience by simplifying app operations through voice commands [4]. Summary by Sections Investment Recommendations - The report recommends specific stocks: Hengxuan Technology, Zhongke Lanyun, Longqi Technology, Huqin Technology, Luxshare Precision, and Pengding Holdings, as they are expected to benefit from the AI smartphone upgrade trend [4]. - The report highlights that AutoGLM utilizes OCR technology to understand UI components and automate app operations, which is a significant advancement for AI Agents [4]. Company Valuation Table - Hengxuan Technology (688608.SH): Closing price 237.67 CNY, 2024E EPS 3.05, PE 77.85, Rating: Increase [5]. - Zhongke Lanyun (688332.SH): Closing price 71.16 CNY, 2024E EPS 2.61, PE 27.31, Rating: Increase [5]. - Longqi Technology (603341.SH): Closing price 42.79 CNY, 2024E EPS 1.54, PE 27.83, Rating: Increase [5]. - Huqin Technology (603296.SH): Closing price 58.56 CNY, 2024E EPS 3.01, PE 19.43, Rating: Increase [5]. - Luxshare Precision (002475.SZ): Closing price 43.35 CNY, 2024E EPS 1.90, PE 22.81, Rating: Increase [5]. - Pengding Holdings (002938.SZ): Closing price 36.41 CNY, 2024E EPS 1.60, PE 22.74, Rating: Increase [5].