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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]
电子行业周报:小米发布旗舰机型15Ultra及首款AIPC,苹果折叠屏手机出现新进展
Shanghai Securities· 2025-03-05 01:35
[Table_Rating] 增持(维持) [◼Table_Summary] 核心观点 [行业Table_Industry] : 电子 日期: shzqdatemark 2025年03月04日 [Table_Author] 分析师: 王红兵 SAC 编号: S0870523060002 -13% -5% 2% 10% 18% 25% 33% 40% 48% 03/24 05/24 07/24 10/24 12/24 02/25 电子 沪深300 [Table_ReportInfo] 相关报告: 《周观点:OpenAI 发布 GPT-4.5 研究预览 版,英伟达发布 2025 财年业绩》 ——2025 年 03 月 03 日 《周观点:马斯克官宣 Grok-3 全家桶,阿 里未来三年 CAPEX 超 3800 亿元》 ——2025 年 02 月 25 日 《2024 年全球半导体销售超 6200亿美元, 全球高端智能手机市场持续增长》 ——2025 年 02 月 25 日 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 ——电子行业周报(2025.2.24-2025.2.28) ...
【招商电子】小米集团:发布手机&汽车双Ultra新品,正式进发超高端市场
招商电子· 2025-03-01 12:21
点击招商研究小程序查看PDF报告原文 事件: 2025年2月27日公司召开小米15 Ultra暨小米SU7 Ultra新品发布会,推出小米创业十五年以来最高端的两款产品;此外还发布了耳机、笔记本、智能 音箱、空调、除湿机、冰箱等多款人车家全生态新品。我们点评如下: 评论: 手机:小米15 Ultra影像及性能全面升级,未来5年目标实现6K+超高端全面突破。 小米高端化战略走进第五年,持续引领移动影像的光学革命。本 次小米15 Ultra定位巅峰影像科技旗舰,通过新一代1英寸主摄+2亿超级长焦镜头组合、28倍无损变焦能力、徕卡超纯光学系统、人像大模型2.0计算 摄影平台、全新超级视频防抖系统等实现夜景画质重大突破;此外还在屏幕显示、性能散热、电池续航、通信系统等方面全面提升,产品起售价 6499元起与前代一致。目前小米已站稳4-6k元价位段,未来五年目标实现6k+超高端市场的全面突破,产品、服务与生态全面对标苹果。 汽车:小米SU7 Ultra售价52.99万元,打造全新时代的新豪车。 2024年小米SU7销售锁单24.8万辆,交付13.5万辆,订单及产能持续突破。本次小米 SU7 Ultra以52.99万元的 ...