硬核梳理：AI手机10大龙头股
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">【事件】：</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">苹果掉头，特斯拉入局，</span> <span style="color: black;">AI</span><span style="color: black;">手机进入千家万户的<span style="color: black;">第1</span>战打响！</span><span style="color: black;">2024</span><span style="color: black;">世界移动通信大会上，</span><span style="color: black;">AI</span><span style="color: black;">手机<span style="color: black;">作为</span>展场焦点，</span><span style="color: black;">OPPO</span><span style="color: black;">、荣耀、小米、三星等多家手机厂商计划抢在苹果前发布</span><span style="color: black;">AI </span><span style="color: black;">手机。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">盘面上，</span><span style="color: black;">AI</span><span style="color: black;">手机概念股表现相对强势，智信<span style="color: black;">精细</span>、凯格精机、</span></span><span style="color: black;">力芯微</span><span style="color: black;">等逆市拉升！</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/R91ibpuMib3bH0KySeChbuRhdrkgzpfn3zFvMc1zKl1ovH0h1UMDGZxO3sCDjOdzKo78T76JPHnCzPTnibaj7ppIg/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">【</span><span style="color: black;">驱动<span style="color: black;">规律</span></span><span style="color: black;">】</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">1，<span style="color: black;">AI</span><span style="color: black;">手机的定义</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">AI</span><span style="color: black;">手机，顾名思义<span style="color: black;">便是</span>从硬件到软件，更契合人工智能应用场景的手机。智能手机发展十余年，<span style="color: black;">已然</span><span style="color: black;">处在</span>“卷无可卷”的<span style="color: black;">状况</span>，性能过剩这个词频频<span style="color: black;">显现</span>，而</span><span style="color: black;">AI</span><span style="color: black;">手机的是突破瓶颈的重要出路。</span><span style="color: black;">AI</span><span style="color: black;">手机将是继功能机、智能机之后，手机行业的第三个重大的变革<span style="color: black;">周期</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/R91ibpuMib3bH0KySeChbuRhdrkgzpfn3zZmjOzHS9rm7OtKeSjZKIMMsF0TzGRbibFkaOJ7BzHyskK0lVWYPT5Cg/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/R91ibpuMib3bH0KySeChbuRhdrkgzpfn3z4Eff3lf4ex1LLRsxYDkQVIer0icfMlp8mxtibso2ib3D8eoAaz04P0DJQ/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2，</span><span style="color: black;">AI</span><span style="color: black;">手机的前景</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">苹果宣布砍掉造车项目，将精力转向</span><span style="color: black;">AI</span><span style="color: black;">，与此<span style="color: black;">同期</span>，特斯拉手机<span style="color: black;">增多</span></span><span style="color: black;">AI</span><span style="color: black;">聊天功能。<span style="color: black;">包括</span></span><span style="color: black;">OPPO</span><span style="color: black;">、荣耀、小米、三星等多家手机厂商均展示了主打</span><span style="color: black;">AI</span><span style="color: black;">功能的新款手机，计划赶在预计</span><span style="color: black;">6</span><span style="color: black;">月份发布</span><span style="color: black;">AI</span><span style="color: black;">技术的苹果前抢下先机，</span><span style="color: black;">AI</span><span style="color: black;">手机的诸侯混战已然<span style="color: black;">起始</span>。</span></span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">一批安卓系的厂家已有<span style="color: black;">制品</span>落地，如三星新发布的</span><span style="color: black;">Galaxy S24</span><span style="color: black;"><span style="color: black;">便是</span>一款</span><span style="color: black;">AI</span><span style="color: black;">手机，直接创出了销量最快破百万纪录。魅族科技在之前表示要</span><span style="color: black;">All in AI</span><span style="color: black;">后，最新的</span><span style="color: black;">AI</span><span style="color: black;">手机<span style="color: black;">亦</span>将于</span><span style="color: black;">2</span><span style="color: black;">月</span><span style="color: black;">29</span><span style="color: black;">日发布。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">IDC</span><span style="color: black;">判断，</span><span style="color: black;">2024</span><span style="color: black;">年起，新一代</span><span style="color: black;">AI</span><span style="color: black;">手机将大幅增长，带动新一轮换机潮。预计</span><span style="color: black;">2024</span><span style="color: black;">年<span style="color: black;">全世界</span>新一代</span><span style="color: black;">AI</span><span style="color: black;">手机的出货量将达到</span><span style="color: black;">1.7</span><span style="color: black;">亿部约占智能手机整体出货量的</span><span style="color: black;">15%</span><span style="color: black;">。</span></span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">【</span><span style="color: black;"><span style="color: black;">AI</span><span style="color: black;">手机</span><span style="color: black;">10</span><span style="color: black;">大龙头股</span></span><span style="color: black;"><span style="color: black;">】</span></span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">1，</span><span style="color: black;">智信<span style="color: black;">精细</span></span><span style="color: black;"><span style="color: black;">：<span style="color: black;">机构</span>与苹果<span style="color: black;">机构</span>稳定合作，<span style="color: black;">制品</span><span style="color: black;">重点</span>覆盖智能手机和平板等，</span><span style="color: black;">2020-2022</span><span style="color: black;">年苹果<span style="color: black;">制品</span>收入占总营收超</span><span style="color: black;">95%</span><span style="color: black;">，</span><span style="color: black;">AI </span><span style="color: black;">手机或带来市场增量。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2，</span><span style="color: black;">凯格精机</span><span style="color: black;"><span style="color: black;">：苹果点胶机供应商，</span><span style="color: black;">AI </span><span style="color: black;">手机或带来市场增量。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3，</span><span style="color: black;">力芯微</span><span style="color: black;"><span style="color: black;">：三星近期推出的</span><span style="color: black;">AI</span><span style="color: black;">手机</span><span style="color: black;">GalaxyS24</span><span style="color: black;">，在韩国销量破百万，<span style="color: black;">机构</span>是三星<span style="color: black;">长时间</span>稳定的供应商。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">4，</span><span style="color: black;">福蓉科技</span><span style="color: black;"><span style="color: black;">：三星、华为、苹果、</span><span style="color: black;">OPPO</span><span style="color: black;">、</span><span style="color: black;">VIVO</span><span style="color: black;">、小米等知名品牌厂商</span><span style="color: black;">/</span><span style="color: black;">精加工企业<span style="color: black;">作为</span><span style="color: black;">机构</span>的稳定客户，向三星首款</span><span style="color: black;">AI</span><span style="color: black;">手机</span><span style="color: black;">GalaxyS24</span><span style="color: black;">系列供货，给谷歌</span><span style="color: black;">AI </span><span style="color: black;">手机</span><span style="color: black;">Pixel</span><span style="color: black;">系列供货。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">5，</span><span style="color: black;">美格智能</span><span style="color: black;"><span style="color: black;">：发布基于高通</span><span style="color: black;">QCS8550</span><span style="color: black;">处理器的高算力</span><span style="color: black;">AI</span><span style="color: black;">模组</span><span style="color: black;">SNM970</span><span style="color: black;">。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">6，</span><span style="color: black;">思泉新材</span><span style="color: black;"><span style="color: black;">：业内为数不多能<span style="color: black;">供给</span>消费电子<span style="color: black;">制品</span>系统化散热<span style="color: black;">处理</span><span style="color: black;">方法</span>的<span style="color: black;">供给</span>商，</span><span style="color: black;">2022</span><span style="color: black;">年<span style="color: black;">机构</span><span style="color: black;">经过</span>北美大客户认证，有望获取</span><span style="color: black;">AI </span><span style="color: black;">手机市场份额。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">7，</span><span style="color: black;">中石科技</span><span style="color: black;"><span style="color: black;">：</span><span style="color: black;">AI</span><span style="color: black;">手机很大一部分增量来自单层石墨烯散热变成三层石墨烯散热，或<span style="color: black;">作为</span></span><span style="color: black;">AI</span><span style="color: black;">手机标准配置，<span style="color: black;">机构</span>部分合成石墨材料<span style="color: black;">最后</span>用户为苹果<span style="color: black;">机构</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">8，</span><span style="color: black;">每日互动</span><span style="color: black;"><span style="color: black;">：每日互动覆盖了全国</span><span style="color: black;">10</span><span style="color: black;">亿的手机设备数据，<span style="color: black;">把握</span>用户<span style="color: black;">行径</span>数据，是</span><span style="color: black;">AI</span><span style="color: black;">手机自我训练的刚需。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">9，</span><span style="color: black;">飞荣达</span><span style="color: black;"><span style="color: black;">：<span style="color: black;">机构</span>是液冷<span style="color: black;">制品</span>龙头，</span><span style="color: black;">AI</span><span style="color: black;">手机等驱动液冷散热规模<span style="color: black;">提高</span>，以及液冷价值量增长，实现量价齐升。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">10，</span><span style="color: black;">传音控股</span><span style="color: black;"><span style="color: black;">：<span style="color: black;">机构</span>积极拥抱</span><span style="color: black;">AI</span><span style="color: black;">手机发展机遇，传音 </span><span style="color: black;">Infinix Zero 30 </span><span style="color: black;">推出由 </span><span style="color: black;">Chat GPT </span><span style="color: black;">支持的 </span><span style="color: black;">AI </span><span style="color: black;">虚拟助手 </span><span style="color: black;">Folax</span><span style="color: black;">，<span style="color: black;">机构</span>在 </span><span style="color: black;">AI+</span><span style="color: black;">硬件方向有先发<span style="color: black;">优良</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">【核心观点】</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">2024</span><span style="color: black;">年是人工智能大年，<span style="color: black;">各样</span>大模型及应用日新月异。手机作为应用最广泛的终端设备，</span><span style="color: black;">AI</span><span style="color: black;">真正下沉到千家万户的<span style="color: black;">第1</span>个战场必然是手机，催生一大波投资机会。重点关注<span style="color: black;">已然</span>向三星</span><span style="color: black;">AI</span><span style="color: black;">手机供货的</span></span><span style="color: black;">福蓉科技</span><span style="color: black;">，<span style="color: black;">另外</span>，<span style="color: black;">持有</span><span style="color: black;">海量</span>手机用户<span style="color: black;">行径</span>数据的</span><span style="color: black;">每日互动</span><span style="color: black;"><span style="color: black;"><span style="color: black;">，或<span style="color: black;">作为</span></span><span style="color: black;">AI </span><span style="color: black;">手机的铲子股。</span></span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">【</span><span style="color: black;">2</span><span style="color: black;">月</span><span style="color: black;">29</span><span style="color: black;">藏宝阁】</span></span></p>
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