Investment Rating - The report does not provide a specific investment rating for the industry [2]. Core Insights - The Huawei Mate brand event showcased multiple AI-enabled devices, highlighting the rapid development of AI smartphones, which are projected to account for 16% of global smartphone shipments in 2024 and increase to 54% by 2028, driven by consumer demand for enhanced AI features [1][28]. - The AI smartphone market is expected to grow at a compound annual growth rate (CAGR) of 63% from 2023 to 2028 [28]. - The report identifies seven companies on the Beijing Stock Exchange that are part of the NearLink and HarmonyOS ecosystem, indicating a growing interest in AI and smart technology [1][47]. Summary by Sections Huawei Mate Brand Event - The Huawei Mate70 series was launched with nine AI features, and the Mate X6 was introduced as the first smartphone supporting tri-network satellite communication [1][17]. - The event emphasized the importance of AI in smartphones, with features like AI motion tracking and AI noise cancellation [1][19]. Market Performance - The overall performance of technology growth stocks on the Beijing Stock Exchange showed a median price change of +0.34% from November 25 to November 29, 2024, with 73 companies experiencing an increase [2][50]. - Notable gainers included Shengye Electric (+405.92%) and Zhejiang Dano (+69.57%) [2][50]. Industry Valuation - The median price-to-earnings (P/E) ratio for the electronic devices industry increased by 3% to 53.7X, with a total market capitalization rising from 1187.52 billion to 1212.82 billion [3][55]. - The report notes a decrease in the number of companies in the 50-100X P/E range, indicating a shift in valuation dynamics [3][54]. Strategic Partnerships - Keda Automation signed a strategic cooperation agreement with Ganfeng Lithium to explore opportunities in the new energy and energy storage markets [4].
北交所科技成长产业跟踪第三期：华为Mate品牌盛典发布鸿蒙AI新品，关注北交所鸿蒙&星闪相关公司
Hua Yuan Zheng Quan·2024-12-02 00:53