【国信电子胡剑团队|0407周观点】全球贸易保护主义兴起，科技自强与自主可控仍是破局关键

Core Viewpoint - The article emphasizes the rise of global trade protectionism and highlights the importance of technological self-reliance and autonomy as key factors for overcoming challenges in the electronic industry [1]. Summary by Relevant Sections Industry Overview - The electronic industry is facing increasing challenges due to the rise of global trade protectionism, which is impacting supply chains and market dynamics [1]. - Companies are urged to focus on technological self-reliance and autonomy to navigate these challenges effectively [1]. Key Trends - There is a notable shift towards domestic production and innovation in response to external pressures, with companies investing in R&D to enhance their competitive edge [1]. - The article discusses the importance of adapting to changing regulatory environments and market demands to sustain growth [1]. Investment Opportunities - The report identifies potential investment opportunities in companies that prioritize technological advancements and local manufacturing capabilities [1]. - It suggests that firms with strong R&D pipelines and a focus on self-sufficiency are likely to outperform their peers in the current market landscape [1].