According to the CITIC Securities Research Report, the 26Q2 review: Looking at the electronics industry's Q2 performance as a whole, the profit growth rate far exceeds the revenue growth rate. The core driving force is price inflation in the entire industry brought about by AI demand. Among them, the best performance was storage and PCB/CCL. Both were the intersection of overseas AI chains and price increase chains, and the performance was the highest. Looking at the main lines: 1) Overseas chains: PCB/AI power supplies remain booming, and AI PCB chain 26Q3's ability to pull goods has increased marginally. 2) Domestic chain: The Fab/package testing operation rate is full and the pace of price increases is clear. Domestic computational power/equipment is still in the phase of strong expectations and weak reality, forward-looking indicators are improving across the board, and order reserves are sufficient; 3) Other directions: The Apple Chain of consumer electronics performed relatively well, and IC design companies with integrated storage services on the IC design side and companies with their own new product release logic performed better.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.