世界机器人大会拉开序幕，安费诺宣布收购康普业务

Investment Rating - The industry rating is "Outperform the Market" [12] Core Insights - The 2025 World Robot Conference will be held in Beijing from August 8 to 12, featuring over 220 domestic and international robot companies, including more than 50 humanoid robot manufacturers, showcasing over 1,500 exhibits [3] - Amphenol announced the acquisition of CommScope's core business for $10.5 billion, expected to complete in the first half of 2026, enhancing Amphenol's capabilities in the rapidly growing IT data communication and telecommunications markets [4][5] - The CCS business is projected to generate approximately $3.6 billion in sales with an EBITDA margin of about 26% in 2025 [4] Summary by Sections Industry Dynamics - The World Robot Conference will focus on making robots smarter and more intelligent, with significant subsidies available for personal and enterprise consumers [3] Investment Recommendations - Recommended stocks in the consumer electronics sector include: Dalian Technology, OFILM, STMicroelectronics, Guanghong Technology, Crystal Optoelectronics, Dongshan Precision, Pengding Holdings, Luxshare Precision, GoerTek, Changying Precision, Linyang Intelligent Manufacturing, Lens Technology, Guoguang Electric, Kosen Technology, and Transsion Holdings [5]