电子行业动态分析：24Q3电子持仓市值领先，设备领域环比增长最为显著

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the electronic industry [1]. Core Insights - The electronic industry has the highest market value share among the top five sectors held by funds, increasing from 12.84% in Q2 2024 to 13.41% in Q3 2024 [1][39]. - The semiconductor sector saw the largest increase in market value among electronic stocks, while the optical and optoelectronic sector experienced the most significant decline [1][39]. - The top five sectors by market value held by funds are electronics, electric equipment, pharmaceutical biology, food and beverage, and automotive, collectively accounting for 48.78% of total holdings [1][38]. Summary by Sections Fund Asset Growth - As of Q3 2024, the total asset value of public funds reached 38,408.33 billion, with a growth rate of 7.31% [31]. - The market value of stock assets was 31,996.13 billion, representing 83.31% of total assets, with a growth rate of 8.54% [32]. Sector Concentration - The concentration of the top five sectors held by funds increased, with the electronic sector leading at 13.41%, followed by electric equipment at 10.81% and pharmaceutical biology at 10.71% [38][39]. - The automotive sector replaced non-ferrous metals in the top five, indicating a shift in investment focus [38]. Market Value Changes - The semiconductor sector's market value increased by 112.92 billion, ranking first among electronic sectors, while the optical and optoelectronic sector saw a decline of 2.22 billion [1][39]. - The market value of electric equipment increased by 508.05 billion, marking the largest growth among the top sectors [44]. Fund Holdings Analysis - The market value of the top 20 stocks held by funds in Q3 2024 showed significant increases, with the electronic sector stocks leading the growth [1][44]. - The report highlights that the semiconductor equipment sector's holdings increased by 60.04 billion, indicating strong investor interest [1][39].