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The boom in the consumer electronics industry has been picking up steadily, and the performance side has improved markedly. According to the data, as of July 23, 32 A-share consumer electronics companies have disclosed their performance forecasts for the first half of the year, and over 70% are expected to make profits. AI has become the core engine of industry growth, and AI intelligent hardware deployment and computing power business expansion supported a sharp increase in the performance of many companies in the first half of the year. Entering the second half of the year, the consumer electronics industry had many highlights in the traditional peak season: the world's first AI smart phone was officially unveiled, Samsung's first AI glasses were released, and the assembly and shipment volume of Apple's first folding screen phone is expected to reach 8 million units. The above news continues to fuel market popularity, and A-share industry chain companies are speeding up the pace of stocking up. As AI intelligent hardware drives the value of components to continue to rise, the industry is entering a critical window for software and hardware collaborative upgrading.

Zhitongcaijing·07/23/2026 18:25:09
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The boom in the consumer electronics industry has been picking up steadily, and the performance side has improved markedly. According to the data, as of July 23, 32 A-share consumer electronics companies have disclosed their performance forecasts for the first half of the year, and over 70% are expected to make profits. AI has become the core engine of industry growth, and AI intelligent hardware deployment and computing power business expansion supported a sharp increase in the performance of many companies in the first half of the year. Entering the second half of the year, the consumer electronics industry had many highlights in the traditional peak season: the world's first AI smart phone was officially unveiled, Samsung's first AI glasses were released, and the assembly and shipment volume of Apple's first folding screen phone is expected to reach 8 million units. The above news continues to fuel market popularity, and A-share industry chain companies are speeding up the pace of stocking up. As AI intelligent hardware drives the value of components to continue to rise, the industry is entering a critical window for software and hardware collaborative upgrading.