Equipment Type: Signal wire and cable Industry: Communication and energy wire and cable manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

本周（7/10-7/16）消费电子行情整体跑赢部分主要指数。本周（7/10~7/16）申万消费电子行业指数上涨 4.01%，同期创业板指数上涨 2.53%，上证综指上涨 1.29%，深证综指上涨1.36%，中小板指上涨 1.69%，万得全 A 上涨 1.40%。电子行业指数跑赢主要指数。在 31 个子行业中，电子排名第 1 位。3D 打印技术（Three Dimensional print）即三维快速成型打印技术，是一种新型增材制造方式。2021 消费电子领域 3D 打印市场空间为 18 亿美元，渗透率极低成长空间广阔。

通信（申万）板块指数上周（0710-0716）上涨 2.05%，跑赢上证指数（1.29%）和沪深 300 指数（1.92%），跑输创业板指（2.53%），2023 年上半年：通信板块领涨 A 股，年初至今通信板块在所有申万一级行业中排第 1 名，与年初至六月底排名持平，我们持续看好通信板块未来增长空间。上周（0710-0716）通信大板块和通信子板块迎来较大幅度上涨，其中通信运营行业领涨，涨幅为 4.37%，通信传输设备、终端设备、通信配套服务均有一定幅度上涨。

AI有望拉动算力需求，运营商、光模块及ICT设备商有望受益。AI算力对数据中心内部数据流量较大,光模块速率及数量均有显 著提升，交换机的端口数及端口速率也有相应的增长: IDC也有望进入需求释放阶段，同时AI的发展也离不开基础通信网络，运营商有网有云，也会受益。电信运营商基础业务向好、云计算业务高速增长、数据要素业务有望带来新的增长点，在中特估体系下运营商估值有望重塑。目前全市场ETF跟踪标的指数中，中证电信主题指数为三大运营商权重最高的指数，我们建议关注易方达中证电信主题交易型开放式指数证券投资基金的配置价值。

Equipment Type: Semiconductor battery chargers, industrial and railroad Industry: All other electrical equipment and component manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Thermoset insulated power cable (excluding underground) Industry: Communication and energy wire and cable manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below: