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电子行业周报:人工智能自立自强,是年轻的事业也是年轻人的事业
Huaan Securities· 2025-05-05 08:23
Investment Rating - Industry investment rating: Overweight [1] Core Insights - The report emphasizes the importance of artificial intelligence (AI) in reshaping various industries, highlighting that AI applications require terminal devices with AI edge computing capabilities. The focus is on AI applications and AI terminals, with a call for self-reliance and strength in AI development [4][5][21] - The report notes that the best-performing sector within the electronic industry this week was digital chip design, with a growth rate of 4.33%, while passive components showed weaker performance with a decline of 1.31% [4][31] Summary by Sections Market Performance Review - The Shanghai Composite Index experienced a weekly change of -0.49%, while the Shenzhen Component Index saw a change of -0.17%. The ChiNext Index had a slight increase of +0.04%, and the STAR 50 Index rose by +0.78%. The Shenwan Electronics Index increased by +1.34% [4][31] - The report highlights that the server index was the best-performing concept index with a growth of 3.34%, while the EDA index was the weakest with a decline of 1.22% [4][31] Key Industry News - The report discusses the anticipated launch of Apple's foldable iPhone and iPhone 18 Pro series, indicating a strategic adjustment in Apple's product release schedule to manage its expanding product line [12][13] - A report from CounterPoint Research indicates that the smartphone shipment volume in India decreased by 7% year-on-year in Q1 2025, primarily due to high inventory levels and a 26% drop in new product launches [14][19] - The report also mentions that Xi Jinping emphasized the need for self-reliance and application-oriented development in AI during a recent political meeting, highlighting the strategic importance of AI technology [21][22] Company Performance - The report identifies the top-performing stocks in the electronics sector for the week, including Guangda Tongchuang, Xunjiexing, and Yingtong Communications, while stocks like Xilong Science and Chuanxin Holdings performed poorly [49][50] - Year-to-date, the best-performing stocks include Landai Technology and Chip Origin Technology, while Guoxing Optoelectronics and Guoguang Electric have shown weaker performance [49][50]