电子行业周报：晶圆代工龙头业绩超指引，下游景气度逐步回暖

信达证券2025-08-10

（以下内容从信达证券《电子行业周报：晶圆代工龙头业绩超指引，下游景气度逐步回暖》研报附件原文摘录）本期内容提要:本周电子细分行业消费电子板块大涨。申万电子二级指数年初以来涨跌幅分别为：半导体（+7.81%）/其他电子Ⅱ（+13.75%）/元件（+47.06%）/光学光电子（+0.99%）/消费电子（+8.94%）/电子化学品Ⅱ（+17.09%）；本周涨跌幅分别为半导体（+1.45%）/其他电子Ⅱ（...

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