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电子行业周报:小米发布旗舰机型15 Ultra及首款AI PC,苹果折叠屏手机出现新进展
Shanghai Securities·2025-03-05 01:49

Investment Rating - The report maintains an "Overweight" rating for the electronics industry [1][6] Core Viewpoints - The electronics semiconductor sector is expected to experience a comprehensive recovery in 2025, with an accelerated clearing and recovery of the competitive landscape, leading to a sustained recovery in industry profitability and related company profits [6] - Xiaomi has launched its flagship model, the Xiaomi 15 Ultra, which features high-end specifications and is expected to enhance its performance in the high-end market [4] - Apple is making progress in the foldable smartphone sector, with plans to finalize its supply chain by April 2025 and begin mass production in the second half of 2025 [5] Summary by Sections Market Overview - The SW Electronics Index fell by 4.87% in the past week, underperforming the CSI 300 Index by 2.64 percentage points, with declines across all six sub-sectors [3] Product Launches - Xiaomi's 15 Ultra is priced at 6499 yuan and features advanced hardware, including a 1-inch main camera and a 6000mAh battery, with innovative functionalities such as satellite communication [4] - The new REDMI Book Pro 2025 series from Xiaomi includes AI computing scheduling and performance optimizations, enhancing speed and battery life [4] Investment Recommendations - The report suggests focusing on specific stocks within the semiconductor design sector that are undervalued and have real performance metrics, as well as companies in various semiconductor sub-sectors [6]