电子行业周报（2024年第50周）

Investment Rating - The report maintains an "Outperform" rating for the electronic industry [5]. Core Insights - The electronic industry experienced a weekly increase of 1.6%, ranking 24th among 31 sectors in the Shenwan classification. Major market indices showed varied performance, with the Shanghai Composite Index rising by 2.3% [16][18]. - The semiconductor sector's weekly trading volume reached 459.81 billion yuan, indicating strong market activity compared to other segments [23]. - Global smartphone sales saw a 2% year-on-year increase in Q3 2024, marking the first positive growth in this period since 2018, with total shipments reaching 307 million units [52]. Market Overview - The electronic industry saw a weekly increase of 1.6%, ranking 24th among 31 sectors. The Shanghai Composite Index rose by 2.3%, while the Shenzhen Component Index increased by 1.7% [16][18]. - In the sub-sectors, "Other Electronics II," "Consumer Electronics," "Components," "Electronic Chemicals II," "Optical Electronics," and "Semiconductors" recorded weekly increases of 3.5%, 3.2%, 2.8%, 2.5%, 2.0%, and 0.5% respectively [18]. High-Frequency Data Tracking - As of December 6, 2024, the Shenwan Semiconductor Index reached 4794.2, with a weekly increase of 0.5%. In comparison, the Philadelphia Semiconductor Index rose by 2.7%, and the Taiwan Semiconductor Index increased by 6.3% [30]. - The average price of DDR4 (16Gb) remained stable at $3.09, while DDR4 (8Gb) decreased by $0.04 to $1.48. NAND Flash prices also remained stable for various capacities [38][42]. Industry News - Counterpoint Research reported a 2% year-on-year increase in global smartphone sales for Q3 2024, with total shipments reaching 307 million units. This growth was driven by strong performance in Latin America, Western Europe, and Japan [52]. - Canalys noted a 3% year-on-year growth in the global wearable wristband market for Q3 2024, with shipments totaling 52.9 million units [53].