产品定义及统计范围 PCI Express ，简称 PCI-E ，官方简称 PCIe ，是计算机总线的一个重要分支，它沿用既有的 PCI 编程概念及信号标准，并且构建了更加 高速的串行通信系统标准。 PCIe 属于高速串行点对点双通道高带宽传输，所连接的设备分配独享通道带宽，不共享总线带宽，主要支 持主动电源管理，错误报告，端对端的可靠性传输，热插拔以及服务质量 (QOS) 等功能。本报告中， PCIe 芯片分为 PCIe 交换芯片和 PCIe 信号增强芯片。 PCIe芯片行业发展现状 当前全球 PCIe 芯片市场呈现高度集中格局， 2024 年前五大厂商（ Broadcom 、 Astera Labs 、 Microchip 、 Texas Instruments 、 ASMedia ）合计占据超过 91% 的市场份额，主导核心交换与信号增强芯片领域。其中， Broadcom 长期处于技术与市场领先地位，广泛 部署于高端服务器与 AI 加速系统； Astera Labs 凭借针对 CXL 和 PCIe 互联优化的 Retimer 解决方案，在 AI 与数据中心迅速崛起。与此 同时，澜起科技等中国厂商正加快技 ...

Group 1: Company News - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of the year, a year-on-year increase of 35.58%, and a net profit of 12.11 billion yuan, up 38.61% [3] - Jinghua New Materials announced a revenue of 0.947 billion yuan for the first half of the year, a year-on-year increase of 10.53%, but a net profit of 3.77 million yuan, down 7.30% [4] - Yanjing Beer reported a revenue of 8.558 billion yuan for the first half of the year, a year-on-year increase of 6.37%, and a net profit of 1.103 billion yuan, up 45.45% [4] - Bawei Storage reported a revenue of 3.912 billion yuan for the first half of the year, a year-on-year increase of 13.70%, but a net loss of 226 million yuan [4] - Kaipu Testing announced a revenue of 0.111 billion yuan for the first half of the year, a year-on-year increase of 3.23%, and a net profit of 40.79 million yuan, up 3.73% [4] - Fangsheng Pharmaceutical's subsidiary received approval for a clinical trial of its innovative traditional Chinese medicine, indicating progress in its R&D efforts [4] - Jiachuan Video announced a change in control, which may impact its future operations and governance [5] - Chunguang Technology plans to invest up to 1 billion yuan in a new project for clean electrical appliances, indicating expansion in its operational capacity [5] - Shiyun Circuit plans to invest 125 million yuan in Shenzhen New Sound Semiconductor, acquiring a 3.8238% stake, which reflects its strategy to enhance its technological capabilities [5] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology, aligning with its strategy to transition into digital technology [6] Group 2: Industry Insights - The A-share market will see 34 stocks facing unlocks this week, with a total unlock volume of 3.057 billion shares, representing a week-on-week increase of 149.66% [2] - The medical device industry is experiencing significant growth in international business, with many companies seeing high growth rates in overseas markets [7] - The medical device sector is expected to witness a performance turning point in the second half of the year, driven by policy optimizations and improving market conditions [7] - The market lacks a clear main narrative, but sectors like pharmaceuticals and overseas computing are identified as potential high-growth areas [7]