电子行业周报：2024年全球半导体销售超6200亿美元，全球高端智能手机市场持续增长

Investment Rating - The report maintains an "Overweight" rating for the electronics industry [1][4]. Core Insights - The global high-end smartphone market is expected to grow by 8% year-on-year in 2024, with Huawei holding a 7% market share, ranking third [3][4]. - The global semiconductor sales are projected to reach $627.6 billion in 2024, representing a 19.1% increase from $526.8 billion in 2023 [4]. - The report suggests that the semiconductor industry is entering a recovery phase in 2025, with a focus on companies with real performance and low PE/PEG ratios [4]. Market Performance - The SW electronics index rose by 6.96% in the past week, outperforming the CSI 300 index by 5.96 percentage points [3]. - Among the six sub-sectors, semiconductor and components saw the highest increases of 8.36% and 7.73%, respectively [3]. Specific Recommendations - The report recommends focusing on specific companies within the semiconductor design sector, such as Zhongke Lanyun and Juchip Technology, as well as in the analog chip sector, including Meixin Sheng and Nanchip Technology [4]. - It also highlights opportunities in the driver chip sector with companies like Peak Technology and New Xiangwei, and in semiconductor equipment materials with Huahai Chengke and Changhong Technology [4].