记者丨 林典驰 编辑丨朱益民 10月15日，2025湾区半导体产业生态博览会（湾芯展）在深圳会展中心开幕，新凯来展台极 度火爆，就连展台边上的宣传视频都挤满了围观人群，有部分观众拿出手机录制，不愿错过任 何一个细节。 新凯来展台 林典驰/摄 在资本市场上，新凯来同样关注度极高，相关概念股屡受追捧。新凯来也不负众望，其子公司 万里眼带来的超高速实时示波器，核心技术指标采集带宽打破了《瓦森纳协定》的管制。 其背后是整个产业链深度崛起，从以往的"被动替代"到"自主创新"，行业发展显著加速。 本届湾芯展上，主动出击的还有北方华创、拓荆科技、上海微电子、华虹宏力、华润微电子、 华天科技等国内知名企业，涵盖晶圆制造、先进封装等半导体制造关键技术环节。 以往，厂商选择国内的半导体设备大多是无奈的选择，而如今以新凯来为代表的企业已经能够 研发出与国外相媲美，甚至优于国外厂商的产品，这些先进和成熟的产品，也将一定程度改变 公众对国内半导体设备的认知。 缺口正在补上 一号馆内，新凯来、万里眼、北方华创、华润微电子、汇川技术等备受关注的龙头企业沿着主 线路一字排开，它们的最新技术以及产品一一展出。 最大的焦点无疑是新凯来，该公司带 ...

新凯来展台 林典驰/摄 在资本市场上，新凯来同样关注度极高，相关概念股屡受追捧。新凯来也不负众望，其子公司万里眼带来的超高速实 时示波器，核心技术指标采集带宽打破了《瓦森纳协定》的管制。 其背后是整个产业链深度崛起，从以往的"被动替代"到"自主创新"，行业发展显著加速。 21世纪经济报道记者 林典驰 深圳报道 10月15日，2025湾区半导体产业生态博览会（湾芯展）在深圳会展中心开幕，新凯来展台极度火爆，就连展台边上的 宣传视频都挤满了围观人群，有部分观众拿出手机录制，不愿错过任何一个细节。 本届湾芯展上，主动出击的还有北方华创、拓荆科技、上海微电子、华虹宏力、华润微电子、华天科技等国内知名企 业，涵盖晶圆制造、先进封装等半导体制造关键技术环节。 以往，厂商选择国内的半导体设备大多是无奈的选择，而如今以新凯来为代表的企业已经能够研发出与国外相媲美， 甚至优于国外厂商的产品，这些先进和成熟的产品，也将一定程度改变公众对国内半导体设备的认知。 湾芯展 主办方供图 缺口正在补上 据主办方介绍，本届湾芯展吸引了超过600家企业参展。除设置晶圆制造、先进封装、化合物半导体、芯片设计四大核 心展区外，本届湾芯展还打造了A ...

Group 1: Profit Trends - The profit of industrial enterprises above designated size decreased by 1.7% year-on-year from January to July 2025, with a narrowing decline compared to previous months[1] - In July, the profit decline was 1.5%, indicating a slight improvement in the trend[1] - The operating revenue increased by 2.3% year-on-year during the same period, a decrease of 0.2 percentage points from June[3] Group 2: Factors Influencing Performance - The industrial added value grew by 6.3% year-on-year, a slight decline of 0.1 percentage points from June[3] - The PPI (Producer Price Index) growth rate continued to decline due to external uncertainties and extreme weather conditions affecting construction and material demand[3] - The revenue profit margin for January to July was 5.15%, down 4.6% year-on-year, but the decline was less severe than in June, contributing positively to profit growth[3] Group 3: Sector Performance - Among 41 industrial sectors, 19 achieved positive profit growth from January to July, an increase in the growth breadth compared to June[4] - High-tech manufacturing sectors, particularly computer and communication equipment manufacturing, showed significant profit growth, reflecting advancements in AI and semiconductor industries[4] - Different types of enterprises exhibited varied profit growth trends, with private, state-owned, and joint-stock enterprises showing marginal improvements, while foreign-invested enterprises saw a slight decline[3] Group 4: Future Outlook and Risks - Future profit growth for industrial enterprises will depend on stabilizing domestic demand and pricing policies, especially in light of ongoing extreme weather conditions[4] - Risks include potential underperformance of extreme weather impacts and uncertainties in the external environment affecting domestic economic stability[5]