电子行业点评：ITGV2024在深圳召开，沃格光电出席并演讲

Investment Rating - The investment rating for the company is "Increase Holdings" with a projected EPS of 0.30 yuan in 2024 and 0.76 yuan in 2025, reflecting a PE of 85.55 and 34.35 respectively [1]. Core Insights - The report maintains the investment rating for the electronic industry, highlighting a moderate recovery in demand and continuous growth in semiconductor sales [2][3]. - The first International Glass Through-Via Technology Innovation Forum (ITGV2024) was held in Shenzhen, featuring discussions on the application value and technical challenges of glass substrates in emerging fields such as large chips [2][3]. - The company, Woge Optoelectronics, presented at the forum, showcasing its TGV technology capabilities and market applications, which include advanced packaging and micro LED glass substrates [2][3]. - The glass substrate is gaining attention due to its superior electrical performance, efficiency, lower costs, and suitable thermal expansion coefficient, positioning it favorably in the competition for next-generation AI chips [3]. Summary by Sections Industry Performance - The electronic industry has shown a 18.74% increase over 1 month, 43.13% over 3 months, and 18.54% over 12 months, outperforming the CSI 300 index [3]. Company Developments - Woge Optoelectronics' subsidiary, Hubei Tongge Micro, is set to begin trial production of its new glass substrate packaging project, with an initial capacity of 100,000 square meters expected to be operational by the end of the year [2][3].