电子行业周报：文生视频模型Sora正式发布，AndroidXR引领端侧AI变革浪潮

Investment Rating - The report suggests a positive outlook for the electronic sector, indicating a moderate recovery in demand and recommending focus on four main investment themes: AIOT, AI-driven innovations, device materials, and consumer electronics cycle [4][6]. Core Insights - The electronic sector is experiencing a mild recovery in demand, with significant advancements in technology and a strong focus on AI applications, particularly with the launch of OpenAI's Sora Turbo and Google's Android XR [4][5]. - The report highlights the importance of the AI video generation technology introduced by OpenAI, which is expected to transform content creation processes across various industries [5][20]. - The semiconductor industry is showing resilience, with China's integrated circuit exports surpassing 1 trillion yuan, reflecting its growing international competitiveness [22][23]. Summary by Sections Industry News - OpenAI launched the Sora AI application, enabling users to generate realistic videos from text prompts, marking a significant advancement in AI applications [20]. - Shanghai's government introduced a plan to support mergers and acquisitions in the integrated circuit sector, aiming for a transaction scale of 300 billion yuan by 2027 [20]. - The third Electronic Information Industry Green Development Conference emphasized the importance of green practices in the electronic sector [21]. Market Performance - The report notes that the electronic sector outperformed the broader market, with the Shenyin Wanguo Electronic Index rising by 0.22% while the CSI 300 Index fell by 1.01% [6][40]. - As of December 13, 2024, various sub-sectors within electronics showed mixed performance, with optical and consumer electronics segments gaining [40][42]. Investment Recommendations - The report recommends focusing on the following areas for investment: 1. AIOT sector, with specific companies like Lexin Technology and Hengxuan Technology [6]. 2. AI-driven innovations, particularly in computing chips and optical devices [6]. 3. Domestic supply chain replacements in semiconductor equipment and materials [6][8].