电子行业周报：AI/国产手机持续发展，看好相关产业链发展

Investment Rating - The report maintains an "Increase" rating for the electronic industry [5] Core Insights - AI: Meta Platforms is testing its first self-developed chip for training AI systems, aiming to reduce reliance on external suppliers like Nvidia and lower infrastructure costs. This trend indicates a growing opportunity for the AI chip industry, particularly in inference chips [10][27] - Consumer Electronics: Huawei is set to launch its first phone running the native HarmonyOS, marking a significant development for domestic smartphones and benefiting the related supply chain [10][27] - Domestic Substitution: A team from Peking University has developed the world's first low-power, high-performance two-dimensional gate-all-around transistor, which could accelerate the domestic semiconductor industry's growth [11][28] Summary by Sections Investment Recommendations - Continued optimism for the AI industry chain, consumer electronics benefiting from the HarmonyOS phone launch, and the accelerating domestic substitution process in the semiconductor industry. Recommended companies include: - AI Industry: Weicai Technology, Huafeng Technology, Chipone Technology, and others [12] - Consumer Electronics: Dongmu Co., Ltd. and others [12] - Domestic Substitution: Jiangfeng Electronics and others [12] Market Review - During the week of March 10-14, the A-share Shenwan Electronics Index fell by 0.62%, underperforming the CSI 300 Index by 2.2 percentage points. The performance of the six major sub-sectors was as follows: - Components: +6.68% - Other Electronics II: +2.47% - Optical and Optoelectronic: -0.17% - Consumer Electronics: -1.14% - Electronic Chemicals II: -1.55% - Semiconductors: -2.11% [15][16] Industry News - Meta Platforms is testing a self-developed chip to reduce infrastructure costs, which could lead to more custom chip designs [27] - Huawei is launching its first phone with native HarmonyOS, indicating a positive trend for domestic smartphones [27] - A breakthrough in low-power transistors by a Chinese research team could enhance the domestic semiconductor manufacturing landscape [28]