Changjiang Securities·2025-06-29 07:55Investment Rating - The report provides a "Buy" recommendation for the technology sector, specifically highlighting key stocks in electronics, computing, communications, and media [4][7]. Core Insights - The report identifies key stocks in the technology sector for July 2025, including East Mountain Precision, Shenghong Technology, iFlytek, Dameng Data, Huafeng Technology, Wolong Nuclear Materials, Giant Network, and Shanghai Film [4][7]. - The report emphasizes the growth potential in various segments, driven by technological advancements and market demand, particularly in AI and renewable energy [9][10][11][12][14][15]. Summary by Category Electronics - East Mountain Precision: Focuses on FPC and renewable energy, with expected growth driven by Apple's new iPhone models and a strategic acquisition in optical communication [9]. - Shenghong Technology: Positioned to benefit from AI computing and data center upgrades, with significant advancements in PCB manufacturing technology [10]. Computing - iFlytek: A leading player in AI with strong growth in education, healthcare, and enterprise solutions, leveraging a comprehensive business model [11]. - Dameng Data: Positioned as a leader in the domestic database market, benefiting from the acceleration of the domestic software industry [12]. Communications - Huafeng Technology: Anticipates growth from AI applications and high-performance connectors, with projected net profits increasing from 278 million to 486 million yuan from 2025 to 2027 [12]. - Wolong Nuclear Materials: Maintains a strong position in traditional materials while expanding into new energy products [12]. Media - Giant Network: Expected to see growth from new game releases and AI integration in gaming, with positive performance indicators [14]. - Shanghai Film: Anticipates growth driven by successful IP management and film releases, with a focus on monetizing popular content [15].