数据来源：中国海关，智研咨询整理 近一年中国液晶平板显示模组出口情况统计图 数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国液晶显示模组行业市场专项调研及投资前景规划报告》 根据中国海关数据显示：2025年8月中国液晶平板显示模组进口数量为0.99亿个，同比下降10.1%，进口 金额为9.65亿美元，同比下降9.1%，2025年8月中国液晶平板显示模组出口数量为2.06亿个，同比增长 9.4%，出口金额为29.46亿美元，同比增长1.8%。 近一年中国液晶平板显示模组进口情况统计图 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国液晶显示模组行业市场专项调研及投资前景规划报告》 根据中国海关数据显示：2025年4月中国有机发光二极管(OLED)平板显示模组进口数量为0.38亿个，同 比下降2.3%，进口金额为15.93亿美元，同比下降9%，2025年4月中国有机发光二极管(OLED)平板显示 模组出口数量为0.31亿个，同比增长3.3%，出口金额为11.9亿美元，同比增长2.5%。 近一年中国有机发光二极管(OLED)平板显示模组进口情况统计图 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国有机发光二极管(OLED)平板显示模组出口情况统计图 数据来源：中国海关，智研咨询整理 ...

数据来源：中国海关，智研咨询整理 近一年中国液晶平板显示模组出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国液晶显示模组行业市场专项调研及投资前景规划报告》 根据中国海关数据显示：2025年4月中国液晶平板显示模组进口数量为1.07亿个，同比下降6.8%，进口 金额为9.4亿美元，同比下降15.5%，2025年4月中国液晶平板显示模组出口数量为1.83亿个，同比增长 15.8%，出口金额为27.6亿美元，同比增长16.2%。 近一年中国液晶平板显示模组进口情况统计图 ...

相关报告：智研咨询发布的《2025-2031年中国液晶显示模组行业市场专项调研及投资前景规划报告》 数据来源：中国海关，智研咨询整理 近一年中国液晶平板显示模组出口情况统计图 数据来源：中国海关，智研咨询整理 根据中国海关数据显示：2025年7月中国液晶平板显示模组进口数量为0.99亿个，同比下降10.1%，进口 金额为9.65亿美元，同比下降9.1%，2025年7月中国液晶平板显示模组出口数量为2.06亿个，同比增长 9.4%，出口金额为29.46亿美元，同比增长1.8%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国液晶平板显示模组进口情况统计图 ...

Economic Performance - In the first half of 2025, Guangzhou's GDP reached 1,508.099 billion yuan, with a year-on-year growth of 3.8% [1] - The primary industry added value was 11.234 billion yuan, growing by 4.2%; the secondary industry added value was 370.587 billion yuan, growing by 2.1%; and the tertiary industry added value was 1,126.278 billion yuan, growing by 4.3% [1] Industrial Growth - The industrial added value in Guangzhou increased by 0.7% year-on-year, with the automotive manufacturing sector facing challenges, showing a decline of 5.7% [2] - New energy vehicle production accelerated, with cumulative output growing by 9.5%, an increase of 8.8 percentage points compared to the first quarter [2] - The integrated circuit manufacturing sector saw a significant increase in added value by 30.0%, while production of LCD modules, analog chips, and industrial robots grew by 150%, 19.5%, and 19.0% respectively [2] - Fixed asset investment in Guangzhou grew by 0.8% year-on-year, with infrastructure investment increasing by 4.2% and real estate development investment recovering with a growth of 4.1% [2] Consumer Market Recovery - The total retail sales of consumer goods in Guangzhou reached 561.122 billion yuan, with a year-on-year growth of 5.9%, improving by 2.4 percentage points from the first quarter [3] - Retail sales of new energy vehicles, communication equipment, home appliances, and furniture showed strong demand, with significant increases in sales [3] - Online retail sales of physical goods grew by 16.4%, and restaurant revenues through online platforms increased by 10.9% [3] - By the end of June, the balance of deposits and loans in Guangzhou's financial institutions reached 17.69 trillion yuan, with deposits growing by 4.7% and loans by 5.0% [3]

Core Viewpoint - ST Yushun (002289.SZ) is attempting a cross-industry restructuring to achieve self-rescue amid pressure from new delisting regulations in the A-share market [1][2] Group 1: Company Overview - ST Yushun's original business focused on small and medium-sized liquid crystal displays and touch modules, serving sectors such as smartphones, automotive electronics, and smart home devices [1] - The company is facing significant financial challenges, with projected 2024 revenue between 170 million to 240 million yuan and a net loss of 19 million to 26.3 million yuan, triggering delisting risk warnings [1] Group 2: Acquisition Details - On April 22, 2025, ST Yushun announced a framework agreement to acquire 100% equity in three companies controlled by Olive Ida Limited, aiming to expand into the Internet Data Center (IDC) sector [1] - The acquisition is expected to add approximately 8,000 cabinets to ST Yushun's operational scale, although the overall valuation and transaction price of the target companies have not been disclosed [1] Group 3: Market Context and Implications - The restructuring reflects the anxiety of traditional manufacturing companies under delisting pressure, with the data center industry being a policy-supported direction [2] - Key factors for the success of the acquisition include the quality of the target assets, transaction compliance, and the company's integration capabilities [2] - If the transaction is successful, ST Yushun may achieve its self-rescue goals; however, failure or underperformance of the target assets could exacerbate delisting risks [2]