Zhong Guo Neng Yuan Wang·2025-08-04 07:05Group 1 - Major overseas companies Meta, Microsoft, and Amazon reported earnings that significantly exceeded expectations, with optimistic capital expenditure guidance, indicating a positive outlook for the supply chain [1] - Meta's Q2 revenue reached $47.52 billion, a year-on-year growth of 22%, surpassing both its previous guidance of $42.5-45.5 billion and market expectations of $44.77 billion [1] - Microsoft's Azure cloud business showed strong growth, with annual revenue exceeding $75 billion, and the capital expenditure guidance for Q1 of FY26 was set at $30 billion, a notable increase from $24 billion in Q4 of FY25 [1] - Amazon's Q2 capital expenditure was $31.4 billion, significantly above the market expectation of $26 billion, with total capital expenditure for the first half of the year reaching $55.7 billion, indicating a potential for annual capital expenditure to exceed $100 billion [1] Group 2 - Huanxu Electronics reported an estimated H1 2025 revenue of 27.214 billion yuan, a decrease of 0.63% year-on-year, with a net profit of 638 million yuan, down 18.66% [2] - Shunluo Electronics achieved H1 2025 revenue of 3.224 billion yuan, an increase of 19.80% year-on-year, with a net profit of 486 million yuan, up 32.03% [2] - Fudan Microelectronics forecasted H1 2025 revenue between 1.82-1.85 billion yuan, a year-on-year increase of 1.44%-3.12%, but a net profit decline of 39.67%-48.29% [2] - Nanya New Materials projected a net profit of 80-95 million yuan for H1 2025, an increase of 44.69%-71.82% year-on-year, with a non-net profit increase of 89.20%-124.52% [2] - Guangzhi Technology reported H1 2025 revenue of 1.02 billion yuan, a year-on-year increase of 78.20%, with a net profit of 24 million yuan, up 167.77% [3]