2025年上半年，我国电子行业凭借政策红利的持续释放、产业链体系的强劲韧性、技术创新的深度突 破、人才储备的坚实支撑以及市场拓展的多元布局，在全球竞争中进一步巩固了领先地位。这一发展态 势，从已披露2025年半年度业绩预告的行业内公司表现中可得到清晰印证。 以深圳证券交易所市场（以下简称"深市"）为例，据资讯数据统计，2025年深市上半年电子行业相关公 司业绩稳中向好，共66家公司披露业绩预告，预计实现净利润合计146.86亿元至169.30亿元。其中，36 家公司业绩预喜（含预增、扭亏、略增），占比54.55%。 展望下半年，接受《证券日报》记者采访的相关公司负责人纷纷表示，电子行业或将延续稳健发展态 势。政策层面，随着数字经济、新基建等领域支持政策的持续落地，叠加半导体、人工智能等核心赛道 的专项扶持措施，行业发展的政策红利将进一步转化为实际增长动能。产业链方面，经过前期的产能优 化与供应链协同升级，国内电子产业在芯片设计、高端制造、终端应用等环节的韧性不断增强，能够更 好地应对全球市场波动与供应链挑战。市场端，除了消费电子的存量升级需求外，工业电子、汽车电 子、新能源配套电子等新兴场景的增量需求持续释放 ...

Group 1: LIPO Technology and Mini-LED Products - The company's LIPO technology products have received high recognition from clients after three years of R&D and validation, and are now entering mass production, which is expected to positively impact company performance [2] - The Mini-LED technology is rapidly being adopted in automotive displays, with partnerships established with tier 1 clients such as Continental, Faurecia, and Visteon, as well as end customers like BYD, NIO, and Geely, indicating a fast-growing automotive business [3] Group 2: AI Technology and Market Trends - The rapid development of AI technology is driving new market opportunities in smart hardware, with the company actively investing in R&D for emerging products like AR glasses and Micro-LED technology [3] - The demand for precision structural components is expected to increase as electronic devices trend towards lightweight and integrated designs, providing new growth opportunities for the company [3] Group 3: LCD Industry Outlook - The recovery of the macro economy and consumer demand is leading to a resurgence in the consumer electronics sector, with a growing need for intelligent, thin, large, interactive, and ultra-high-definition screens [3] - The traditional LCD display market is anticipated to continue its steady and healthy development due to ongoing domestic and international demand growth and industry optimization [3]