As the third quarter of 2025 kicks off, smartphone brands around the world are rolling out new models, hoping to rejuvenate the sluggish market as inflation, currency swings, and trade tensions continue to weigh on consumer demand. While the smartphone market continues to face challenges like product maturity, high market penetration, and extended replacement cycles, making it difficult to achieve strong overall sales momentum, it’s fortunate that generative AI has boosted the industry in recent years. Brands have progressively incorporated AI functionalities into their mid- and high-end models, which has helped sustain smartphone sales.

7月14日，合力泰（002217）发布公告，预计2025年上半年归母净利润900万元至1300万元，而上年同期则亏损8.25亿元。具体表现如下：合力泰预计2025年上半年扭亏为盈 归母净利润900万元至1300万元

7月11日，诚志股份(000990.SZ)公布，预计半年度归属于上市公司股东的净利润1,500万元-2,200万元，与上年同期下降88.24%-91.98%，扣除非经常性损益后的净利润2,500万元-3,500万元，与上年同期下降79.39%-85.28%。