电子行业周报（2024年第49周）

Investment Rating - The industry rating is "Outperform the Market" [5] Core Insights - The electronic industry experienced a weekly increase of 2.4%, ranking 16th among 31 sectors in the Shenwan classification [16][19] - The semiconductor sector showed the highest weekly increase of 3.2%, followed by electronic chemicals II at 2.8% and components at 2.3% [19] - The semiconductor index reached 4772.6 on November 29, with a weekly increase of 3.2%, outperforming the Philadelphia and Taiwan semiconductor indices [31] - Global semiconductor sales in September 2024 were $55.32 billion, a year-on-year increase of 23.2% [37] Market Overview - The electronic industry saw a weekly increase of 2.4%, with major indices like the Shanghai Composite Index increasing by 1.8% and the Shenzhen Component Index by 1.7% [16] - The semiconductor sector had a weekly transaction volume of 422.58 billion yuan, ranking first among Shenwan electronic sub-sectors [24] High-Frequency Data Tracking - The average price of DDR4 (16Gb) chips was $3.09, showing a slight decrease of $0.01 week-on-week [39] - In the smartphone market, China saw shipments of 21.1 million, 23.72 million, and 27.88 million units in August, September, and October 2024, respectively [46] Industry News - Huawei officially launched the Mate 70 series on November 26, 2024, with prices starting from 5499 yuan [55] - According to Counterpoint Research, global foldable smartphone shipments decreased by 1% year-on-year, marking the first decline in this market's history [56]