民生证券则表示，展望未来，公司传统通信网络领域保持领先竞争力；公司自研芯片/国产化解决方案/ 智算超节点系统有望助力公司服务器、交换机等产品获取更高份额，且公司手机保持增长态势，看好第 二曲线发力。 中兴通讯(00763)涨超5%，截至发稿，涨5.72%，报34.42港元，成交额7.44亿港元。 消息面上，长城证券（002939）指出，上半年，公司把握AI在网络基础设施、算力基础设施、行业应 用、端侧带来的发展机遇，巩固国内运营商基本盘、提升海外运营商市占率；同时深化算力需求的拓 展，加快AI端侧产品升级，有效推动公司营收增长提速。该行认为，作为国内ICT行业龙头，不断加快 从连接向算力拓展，聚焦大国大网大T战略高速发展，公司业绩或将保持稳健发展。 ...

Core Viewpoint - Lixun Precision announced its strategic focus on AI edge brands and products, leveraging its global layout, vertical integration, strong delivery capabilities, and quality assurance advantages to meet market demands [2] Group 1: Company Strategy - The company plans to allocate more quality resources towards AI edge brands and products that are deemed to have future potential [2] - Lixun Precision has existing relationships with leading brands in the AI sector, indicating a strong foothold in this emerging market [2] Group 2: Market Focus - Acoustic and optical capabilities are currently emphasized as key areas of market importance [2] - The company aims to provide high-quality services to both domestic and international brand clients based on its resource matching strategy [2]

Core Insights - The electronic industry in China is expected to maintain a steady growth trend in the second half of 2025, supported by continuous policy incentives and advancements in technology and market expansion [2][6] - A total of 66 companies in the Shenzhen Stock Exchange's electronic sector forecast a combined net profit of between 14.686 billion and 16.930 billion yuan for the first half of 2025, with 54.55% of these companies expecting positive performance [1][4] Company Performance - Among the 66 companies, 13 are projected to see net profit growth exceeding 100%, with Shenzhen Shuo Bei De Wireless Technology Co., Ltd. leading at an estimated increase of 1028.49% [3] - TCL Technology Group Co., Ltd. anticipates a net profit of over 4.6 billion yuan from its semiconductor display business, reflecting a year-on-year growth of over 70% [3][4] - Luxshare Precision Industry Co., Ltd. is expected to achieve a net profit of approximately 6.745 billion yuan, while other companies like TCL Technology and Hu Shi Electronics are projected to earn 2 billion and 1.75 billion yuan respectively [4] Market Dynamics - The demand for electronic products is diversifying, with growth in industrial electronics, automotive electronics, and new energy applications, alongside the ongoing upgrade in consumer electronics [2][6] - The semiconductor and AI sectors are receiving targeted support from government policies, which are expected to translate into actual growth momentum for the industry [2][6] Technological Advancements - Companies like TCL Huaxing are investing in new display technologies, while Luxshare is enhancing its competitiveness in AI edge products, contributing to overall industry innovation [6][7] - The establishment of supplier alliances by companies like Lingyi Technology is optimizing supply chains and enhancing the stability and resilience of the electronic industry [6] Investment Sentiment - The performance of these companies is attracting more capital to the electronic sector, providing financial support for ongoing innovation and expansion [6] - The Shenwan Electronics Index has risen by 34.27% this year, indicating positive market sentiment towards the electronic industry's growth prospects [6]