海外市场方面，据最新接待投资者调研介绍，公司积极推进消费电子产品在海外市场的拓展，包括智能 手机以及AI可穿戴等领域的市场应用。 三季报显示，昀冢科技2025年前三季度实现营收4亿元，同比下降3.46%；实现归母净利润-1.46亿元， 同比下降82.94%。第三季度营业收入达1.54亿元，同比增长33.43%，主要源于电子陶瓷业务产能释放。 昀冢科技表示，公司三季度电子陶瓷业务产能持续爬坡，报告期内呈现出良好发展态势。公司第三季度 电子陶瓷业务扩展稳步推进，整体呈现积极态势，第三季度产能进一步释放。 总体战略方面，昀冢科技在调研中介绍，公司持续聚焦消费电子业务的发展，在夯实智能手机应用市场 以外，2025年积极推动低空消费电子产品的市场及AI可穿戴等新领域的业务发展，力求通过不断地产 品创新和迭代，提高市场竞争力。同时，电子陶瓷业务作为公司新业务领域，未来伴随国内电子陶瓷市 场规模的持续增长，将成为公司中长期发展的又一增长点。2025年，MLCC业务和DPC业务已进入量产 爬坡期，产能和营收持续增长，进一步奠定了公司在行业和市场的领先地位。 扭亏为盈方面，昀冢科技表示，公司将持续聚焦消费电子光学精密零部件产品 ...

Industry Overview - The consumer electronics industry is experiencing a recovery driven by the integration of new technologies such as artificial intelligence (AI) [1][2] - As of now, 66 companies in the electronic sector have forecasted a combined net profit of between 14.686 billion to 16.930 billion yuan for the first half of 2025 [1] - The "old-for-new" policy and government-issued consumption vouchers are expected to enhance consumer willingness to purchase electronic products in 2025 [2] Company Performance - Companies like Pengding Holdings (002938) are leveraging technological advancements, with a projected net profit of 1.2 billion to 1.26 billion yuan for the first half of 2025, representing a year-on-year growth of 52.79% to 60.62% [1] - Liying Intelligent Manufacturing (002600) anticipates a net profit of 900 million to 1.14 billion yuan for the same period, with a growth rate of 31.57% to 66.66% [1] - TCL Technology (000100) expects a net profit of 1.8 billion to 2 billion yuan, reflecting a significant year-on-year increase of 81% to 101% [1][2] Technological Integration - AI technology is driving the upgrade and iteration of the entire electronic industry chain, leading to more diversified and intelligent characteristics in the electronic technology sector [2] - The demand for high-value-added AI terminal hardware products is increasing, prompting companies to enhance their R&D investments and market share [4][5] Future Outlook - TCL Technology's semiconductor display business is projected to achieve a net profit exceeding 4.6 billion yuan in the first half of 2025, with a year-on-year growth of over 70% [2] - Pengding Holdings plans to accelerate its global production layout and enhance its competitive edge through innovation and digitalization [4] - Liying Intelligent Manufacturing is focusing on AI terminal hardware manufacturing, with expectations of significant growth in products like AI glasses and foldable screens [4][5]