2025 年 7 月行情回顾：板块强于大市。截至 7 月 25 日，7 月沪深 300 指数上涨 4.85%，通信（申万）指数上涨 6.87%，板块表现强于大盘，在申万 31 个一级行业中排名第 10 名。各细分领域中，光器件光模块、IDC、光纤光缆表现相对靠前。7 月涨幅靠前的个股有仕佳光子（46.23%）、淳中科技 （42.16%）、新易盛（40.42%）。

2025 年上半年，我国通信行业运行基本平稳，电信业务收入保持正增长，电信业务总量增长较快。工信部发布的数据显示，2025 年上半年，我国电信业务收入累计完成 9055 亿元，同比增长 1.0%。尽管增速较 2025 年 1-5 月下降 0.4 个百分点，较去年同期也下降 2.0 个百分点，但整体仍保持正增长，显示出电信业务在经济环境中的韧性。

家用电器行业：从奥克斯看空调行业特征及格局

科技行业：运动／全景相机，从小众市场到新兴蓝海－专题研究

电子行业：三大EDA巨头或对华断供，国产EDA加速崛起-华福证券

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电子行业：AI眼镜引领多模态新应用落地，端侧SoC芯片兼具高性能与低功耗

The custom system-on-chip (SoC) integrated with application-specific integrated circuit (ASIC) technology is a specialized semiconductor design specialized to meet the functional, performance, and efficiency requirements of specific applications. These chips are commonly made to integrate multiple functionalities, such as processors, memory, input or output interfaces, and application-specific modules into a single compact silicon chip. In addition, these chips are used in fields such as artificial intelligence (AI), the Internet of Things (IoT), 5G communications, and autonomous vehicles.

The chart above shows the approach adopted to arrive at the size of the global core gaming gear market in 2024 and the segments considered to derive the market value. • Market size figures were primarily arrived at through the bottom-up approach and were then validated through the top-down approach.

A drone is a small, unmanned aerial vehicle (UAV). It is a remote-controlled aircraft that is controlled by a pilot positioned on a ground-based control station. Drone technology in the education sector is associated with the application of drones for security surveillance and learning purposes.