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。

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.

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.

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.

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.

汽车行业：Robotaxi有望重塑出行方式，潜在市场星辰大海－Robotaxi专题报告

事件：国家发改委发布《国务院关于深入实施“人工智能+”行动的意见》， 目的是推动人工智能与经济社会各行业各领域广泛深度融合，重塑人类生 产生活范式，促进生产力革命性跃迁和生产关系深层次变革，加快形成人机 协同、跨界融合、共创分享的智能经济和智能社会新形态。

8 月中信机械板块上涨 13.74%，跑赢沪深 300 指数（9.66%）4.08 个百分点，在 30 个中信一级行业中排名第 5 名：截至 2025 年 8 月 25 日收盘，8 月中信机械板块上涨 13.74%，跑赢沪深 300 指 数（9.66%）4.08 个百分点，在 30 个中信一级行业中排名第 5 名。 8 月三级子行业均取得正涨幅，锅炉设备、光伏设备、服务机器人 涨幅靠前，分别上涨 50.62%、26.34%、20.4%；其他运输设备、 起重运输设备、叉车涨幅靠后。

机器人开发生产及应用端持续推进,关注北证20家产业链优质标的-北交所策略专题报告-开源证券

新能源制造行业：宇树科技预告新型人形机器人－具身智能产业链跟踪（14）-银河证券