消费电子：4月将发布Switch2，磁吸为Joy-Con新变量

Investment Rating - The industry investment rating is "In line with the market" [2] Core Viewpoints - Nintendo has officially released the first teaser for the Switch 2, set to launch on April 2, 2025, featuring backward compatibility with Switch games and enhanced hardware specifications [1] - The Switch 2 will have a larger screen, magnetic Joy-Con controllers, and additional USB-C ports, with a focus on improved user experience and functionality [1] - The gaming console market is maturing, with Nintendo, Sony, and Microsoft dominating the primary product market, and the Switch has sold over 146 million units since its launch in 2017 [6][1] Summary by Sections Product Features - The Switch 2 will feature an 8-inch LCD display, magnetic Joy-Con installation, and enhanced functionality including mouse capabilities [1] - Joy-Con controllers will have additional buttons and a new design to address previous issues like joystick drift [1] - The console will be powered by a custom NVIDIA SoC with 8 Cortex-A78 cores and up to 1536 CUDA cores, alongside 12GB of LPDDR5X memory and 256GB of UFS 3.1 storage [1] Market Analysis - The gaming console market is expected to see continued growth, with the Switch 2 potentially replicating the sales success of its predecessor [6] - Companies involved in the supply chain for the Switch 2, such as Zhishang Technology and Industrial Fulian, are highlighted as potential investment opportunities [6][1] Performance Metrics - The report indicates a relative return of 0.97% over 1 month, 7.01% over 3 months, and 22.71% over 12 months, with absolute returns of -2.32%, 4.13%, and 39.12% respectively [4]