As the disclosure of listed companies' performance reports for the first half of 2026 came to an end, the consumer electronics components industry handed over a report card with significant differentiation. In the context of the explosion in demand for AI computing power combined with the acceleration of AI penetration of AI servers, optical modules, and AI smart terminals, companies reaped high growth; at the same time, rising storage prices were transmitted to consumer terminals, and traditional demand for smartphones and PCs weakened, putting pressure on the growth of enterprises with a relatively high share of related businesses. According to data from Tonghuashun iFind, as of September 1, all 89 listed companies in Shenwan's second-level “consumer electronics components and assembly” industry have disclosed their semi-annual reports. Among them, 65 companies achieved year-on-year revenue growth, but only 33 had year-on-year increase in net profit. Judging from financial report analysis, companies that have benefited from AI computing power infrastructure construction, AI smart devices and other related businesses have generally performed well.

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