电子行业2024年12月中央政治局会议解读：AI+科创推动新质生产力，深度培育未来产业

Investment Rating - The report maintains a neutral rating for the electronic industry [7] Core Insights - The 2024 Central Economic Work Conference emphasized the importance of technological innovation in leading the development of new productive forces and building a modern industrial system [2][3] - The focus is on strengthening basic research and tackling key core technologies, with a proactive layout of major technological projects and large-scale application demonstrations of new technologies and products [3][5] - The electronic manufacturing industry is recognized as a critical foundation of global industry, with continuous innovation driving growth and reshaping interactions between humans and machines [4] - The semiconductor industry is highlighted as a key area in the new technological revolution, with significant government support aimed at achieving self-sufficiency in the semiconductor manufacturing chain by 2030 [5] Summary by Sections Section 1: Technological Innovation - Technological innovation is positioned as the leading force in economic development, with a focus on nurturing future industries through initiatives like "Artificial Intelligence+" [3][4] Section 2: Semiconductor Industry - The semiconductor sector is identified as a battleground for technological supremacy among nations, with China aiming for breakthroughs in high-end equipment and materials within the semiconductor supply chain [5] Section 3: Investment Opportunities - The report suggests investment opportunities in emerging industries driven by technological innovation, particularly in companies like 深南电路 (002916.SZ), 北方华创 (002371.SZ), and 京东方 A (000725.SZ) [6]