行业研究报告题录
制造业--计算机、通信和其他电子设备制造业(2025年第22期)
(报告加工时间:2025-09-08 -- 2025-09-21)

境外分析报告

  • 全球可穿戴贴片市场报告(2025-2029年)
    A wearable patch also known as smart patch is attached to the skin with the use of an adhesive. A wearable patch, depending on the application, performs the collection of data, analysis, and recommendations regarding the health and fitness of the individual.
  • 全球USB Type-c市场报告(2025-2029年)
    USB type-C, commonly referred to as USB-C, is a 24-pin reversible connector designed to transmit data, video, audio, and power. It supersedes previous USB connectors, offering a versatile and universal interface for connecting various devices such as monitors, external drives, hubs, docking stations, mobile phones, and more. USB-C supports multiple protocols, including Thunderbolt, Peripheral Component Interconnect Express (PCIe), High-Definition Multimedia Interface (HDMI), and DisplayPort, and can deliver power up to several hundred watts through USB Power Delivery. Its reversible design allows for easy connection without worrying about plug orientation.
  • 全球无人机(UAV)地面控制站(GCS)市场报告(2025-2029年)
    A UAV GCS is a land-based control center that offers the facilities for human control of UAVs. However, this is typically referred to as a Mission Control Center. It may also refer to a system for managing rockets inside or above the atmosphere.
  • 全球水下相机市场报告(2025-2029年)
    Underwater cameras can capture images and videos underwater up to certain depths. These cameras are majorly used by water sports enthusiasts for capturing their movements while snorkeling, scuba diving, rafting, swimming, and performing other underwater sports.
  • 全球透明石英管市场报告(2025-2029年)
    A transparent quartz tube is a cylindrical tube made from high-purity quartz glass, known for its excellent optical clarity, high thermal resistance, and chemical stability, commonly used in applications requiring high transparency and durability.
  • 全球经颅多普勒市场报告(2025-2029年)
    Transcranial doppler is a non-invasive diagnostic procedure that monitors and assesses the blood flow through the brain blood vessels by recording ultrasound waves moving through the cranium.

投资分析报告

  • AI驱动与国产替代共筑成长主线——25Q2半导体业绩总结及展望
    2025年上半年,全球半导体行业在 AI算力需求快速增长、终端智能化加速、汽车电子复苏及国产替代深化的多重驱动下,整体呈现结构性繁荣。Q2 板块营收 1336.61 亿元,归母净利润 106.30 亿元,盈利修复趋势明确。细分板块中,集成电路制造、封测、芯片设计表现突出。持仓维度来看,25Q2 电子整体持仓稳居榜首,超配比例持续提升。电子行业(申万一级)以18.67%的配置比例,蝉联全市场第一大重仓行业,在申万二级细分行业中,半导体子板块以 10.47%的持仓占比领先。从重仓股市值排名来看,资金主要流向各细分领域的龙头公司及核心国产替代标的,中芯国际(代工龙头)、北方华创(设备龙头)、兆易创新(存储龙头)等位列前茅,AI 算力相关标的如寒武纪、海光信息也获得大幅增配。

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