Zheng Quan Ri Bao Wang·2025-07-23 09:14Core Insights - The electronic industry in China is expected to maintain a steady growth trend in the second half of 2025, supported by continuous policy incentives and advancements in technology and market expansion [2][6] - A total of 66 companies in the Shenzhen Stock Exchange's electronic sector forecast a combined net profit of between 14.686 billion and 16.930 billion yuan for the first half of 2025, with 54.55% of these companies expecting positive performance [1][4] Company Performance - Among the 66 companies, 13 are projected to see net profit growth exceeding 100%, with Shenzhen Shuo Bei De Wireless Technology Co., Ltd. leading at an estimated increase of 1028.49% [3] - TCL Technology Group Co., Ltd. anticipates a net profit of over 4.6 billion yuan from its semiconductor display business, reflecting a year-on-year growth of over 70% [3][4] - Luxshare Precision Industry Co., Ltd. is expected to achieve a net profit of approximately 6.745 billion yuan, while other companies like TCL Technology and Hu Shi Electronics are projected to earn 2 billion and 1.75 billion yuan respectively [4] Market Dynamics - The demand for electronic products is diversifying, with growth in industrial electronics, automotive electronics, and new energy applications, alongside the ongoing upgrade in consumer electronics [2][6] - The semiconductor and AI sectors are receiving targeted support from government policies, which are expected to translate into actual growth momentum for the industry [2][6] Technological Advancements - Companies like TCL Huaxing are investing in new display technologies, while Luxshare is enhancing its competitiveness in AI edge products, contributing to overall industry innovation [6][7] - The establishment of supplier alliances by companies like Lingyi Technology is optimizing supply chains and enhancing the stability and resilience of the electronic industry [6] Investment Sentiment - The performance of these companies is attracting more capital to the electronic sector, providing financial support for ongoing innovation and expansion [6] - The Shenwan Electronics Index has risen by 34.27% this year, indicating positive market sentiment towards the electronic industry's growth prospects [6]