电子行业周报：存储价格止跌回稳减产效果逐渐显现，谷歌或终止开源安卓项目国产鸿蒙自主可控价值凸显

Investment Rating - The industry investment rating is "Overweight" [1] Core Views - The report highlights that storage prices have stabilized after a decline, with production cuts starting to show effects. NAND Flash wafer prices are expected to increase by 10-15% quarter-on-quarter in Q2 2025 due to reduced supply and increased demand from module manufacturers and OEMs [4][24]. - Google's potential termination of the open-source Android project (AOSP) raises concerns about the existing Android ecosystem, which could benefit domestic operating systems like Huawei's HarmonyOS, emphasizing the importance of self-sufficiency in technology [5][7][30]. Summary by Sections Market Performance - During the week of March 24 to March 28, 2025, the Shanghai Composite Index fell by 0.40%, the Shenzhen Component Index by 0.75%, and the ChiNext Index by 1.12%. The Shenwan Electronics Index decreased by 2.07%, with the best-performing sector being electronic chemicals, which rose by 2.43% [3][36]. Storage Market Insights - NAND Flash manufacturers began production cuts in Q4 2024, leading to a recovery in prices. The demand for enterprise SSDs is also increasing, with expectations of a price rise for NAND Flash wafers in Q2 2025 [4][24]. - DRAM prices are projected to decline by less than 5% in Q2 2025, with an overall average price increase of 3-8% for products including HBM [4][22]. Domestic Operating System Development - Huawei's HarmonyOS is set to launch a new computer operating system in May 2025, marking a significant step in China's electronic information industry. This system aims to provide a fully self-developed and controllable ecosystem, filling a long-standing gap in the domestic market [30][31]. Company Performance - The report notes the best-performing stocks in the electronics sector for the week, including TaiLing Microelectronics and ZhiChun Technology, while companies like GQY Vision and LiYade performed poorly [55].