截止目前，A股电子、计算机、通信、国防军工四大科技行业75家上市公司披露2025年半年报，盈利/净利润同比涨超100%。6股预告业绩翻倍且盈利超5亿，9股盈利在2 - 5亿，33股扭亏。市场表现上，71股2025年以来市值未缩水，13股涨幅超50%，4股小幅缩水。12股市值不足50亿，12股高于400亿。企业归属上，6只地方性，11只央企股。10股被社保基金重仓。细分行业涵盖半导体、元件、电子化学品等众多领域。
- 股票名称 ["新易盛","中国船舶","中国重工","生益电子","瑞芯微","中船防务","闻泰科技","移远通信","锐捷网络","思特威-W","恒玄科技","士兰微","恒生电子","深天马Ａ","杉杉股份","合力泰","华胜天成","佳都科技","太极股份","得润电子","福日电子","麦迪科技","北方导航","中京电子","联创电子","泰豪科技","奥比中光-UW","北斗星通","博通集成","大位科技","恒银科技","杰创智能","城地香江","ST铖昌","欣天科技","智明达","鸿泉物联","鼎通科技","美格智能","亿道信息","汇源通信","品茗科技","海能实业","骏亚科技","华正新材","美芯晟","中晶科技","凤凰光学","久远银海","美利云","有研新材","炬芯科技","海天瑞声","瑞可达","芯朋微","泰凌微","芯动联科","光华科技","奥瑞德","海洋王","硕贝德","飞荣达","春秋电子","国力股份","中熔电气","超讯通信","捷顺科技","千方科技","延华智能","新北洋","纳睿雷达","特发信息","共进股份"]
- 板块名称 ["半导体","元件","电子化学品","光学光电子","消费电子","其他电子","IT服务","软件开发","计算机设备","军工电子","军工装备","通信服务","通信设备"]
- A股大科技股、半年报盈利、市值表现
- 看多看空 75家大科技行业上市公司2025半年报盈利/净利润同比上涨高于100%，多数公司业绩良好，且多数公司2025年以来市值未缩水甚至部分上涨，整体表现积极，所以看多A股。
A股75只大科技股半年报预告盈利同比上涨高于100%
和讯自选股写手
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