近日， TCL电子、 深天马 、奥来德、深纺织、 创维数字、新相微、亚世光电、世华科技公布上 半年业绩情况。 TCL电子 上半年TCL电子实现营收547.77亿港元（约合人民币500.06亿元），同比增长20.4%；实现归母 净利润10.90亿港元（约合人民币9.95亿元），同比增长67.8%。 | 財務摘要 | | | | | --- | --- | --- | --- | | | 截至6月30日止六個月 | | | | | 2025年 | 2024年 | 舞動 | | | (未經審核) | (未經審核) | | | | 百萬港元 | 百萬港元 | | | | | (經重列) | | | 收入 | 54,777 | 45.494 | 20.4% | | 毛利1 | 8,366 | 7.213 | 16.0% | | 除税後利潤 | 1,048 | 653 | 60.5% | | 歸屬於母公司擁有者(「歸母」》利潤 | 1,090 | 650 | 67.8% | | 非香港財務報告準則計量: | | | | | 經調整歸母淨利潤 | 1,060 | 654 | 62.0% | 报告期内，TCL电子的大尺寸显示 ...

Overall Performance - Internet business revenue for the first four months of 2025 reached 597 billion yuan, representing a year-on-year growth of 1.5% [2][3] - Total profit for internet enterprises amounted to 41.73 billion yuan, showing a year-on-year decline of 10.8% [2][3] - Research and development expenditure increased to 29.15 billion yuan, with a year-on-year growth of 4.8%, and the growth rate improved by 0.2 percentage points compared to the first quarter [2][3] Regional Performance - Eastern region led in internet business revenue growth, achieving 535.1 billion yuan with a year-on-year increase of 3.5%, accounting for 89.6% of national internet business revenue [3][4] - Central region reported a decline in internet business revenue, totaling 23.61 billion yuan, down 29.3% year-on-year [3] - Western region's internet business revenue reached 37.15 billion yuan, with a year-on-year growth of 2.1% [3] - Northeast region's internet business revenue was 1.15 billion yuan, reflecting a year-on-year decline of 27.5% [3] Notable Regions - Beijing, Guangdong, Shanghai, Zhejiang, and Guizhou collectively generated 501.5 billion yuan in internet business revenue, with an overall year-on-year growth of 5.2%, representing 84% of the national internet business revenue (excluding cross-regional enterprises) [4] - 11 provinces, regions, and municipalities achieved positive growth in internet business revenue, with Shanxi, Shaanxi, Sichuan, and Beijing exceeding 10% growth [4]

Group 1 - The U.S. Congress has issued subpoenas to three Chinese telecom companies—China Mobile, China Telecom, and China Unicom—regarding potential data acquisition through their cloud services and internet operations in the U.S. This reflects a pattern of U.S. actions against Chinese firms under the guise of "national security" [1] - The U.S. has consistently made accusations against Chinese entities without providing substantial evidence, relying instead on presumption of guilt and selective intelligence disclosures to create a narrative of threat [1][2] - The investigation extends beyond traditional telecom services to emerging sectors like cloud services and data centers, indicating U.S. anxiety over China's technological advancements and its competitive position in the cybersecurity field [2] Group 2 - There is a notable double standard in the U.S. scrutiny of Chinese companies compared to European telecom firms and American tech giants, which have not faced similar investigations despite their significant data holdings [3] - The actions of the U.S. Congress reflect political opportunism, with a coordinated effort among intelligence agencies, tech companies, and media to construct a narrative that benefits political and financial interests, particularly in the context of increasing cybersecurity budgets [3] - China's response to U.S. accusations emphasizes dialogue and cooperation, advocating for multilateralism and the establishment of international rules to address cybersecurity issues, contrasting with the U.S. approach [4]