艾媒咨询 | 2025年中国华为产业链市场状况及标杆企业经营数据分析报告

国家“十五五”规划将科技创新与新质生产力提升至战略核心地位，中国华为产业链依托华为全栈技术布局与生态协同优势，迈入“自主可控攻坚、生态协同共荣、多场景深度渗透”的高质量发展黄金期。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国华为产业链市场状况及标杆企业经营数据分析报告》数据显示，2025年末华为产业链总市值稳步攀升，资本市场认可度持续提升。前三季度归母净利润TOP10企业合计实现424.08亿元，其中与华为深度绑定的企业，如硕贝德、瑞芯微，其营收与利润均实现两位数以上增长，充分彰显了华为产业链的强劲发展韧性与成长潜力。艾媒咨询分析师认为，华为产业链整体景气度持续高位运行，受益于华为基础软件突破、昇腾AI生态扩容、鸿蒙系统渗透及智能汽车业务爆发等多重利好，推动华为与各领域企业深度合作，助力各方在全球竞争中构建核心优势，实现从规模扩张向质量效益提升的根本性转变。
The national "15th Five-Year Plan" elevates technological innovation and the enhancement of new productive forces to a strategic core position. China's Huawei supply chain, leveraging Huawei's comprehensive stack technology layout and ecosystem synergy advantages, has entered a golden period of high-quality development characterized by "breaking through self-reliance and control, achieving ecosystem collaboration and mutual prosperity, and deep penetration across multiple scenarios". Data from the latest report Market Status of China's Huawei Industry Chain and Operational Data Analysis Report of Benchmark Enterprises in 2025 released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy industry, shows that the aggregate market value of the Huawei industrial chain maintained a steady upward trend by the end of 2025, and its recognition in the capital market continued to strengthen. In the first three quarters, the total net profit attributable to parent of the top 10 enterprises reached 42.408 billion yuan. Among them, enterprises deeply bound to Huawei, such as Surecom and Rockchip, achieved double-digit growth in both operating revenue and profit, fully demonstrating the strong development resilience and growth potential of Huawei’s industrial chain. In the view of iiMedia Research analysts, the overall prosperity of Huawei’s industrial chain remained at a high level. Benefiting from multiple positive factors such as Huawei’s breakthroughs in basic software, the expansion of the Ascend AI ecosystem, the penetration of the HarmonyOS system, and the explosion of the intelligent automobile business, it has promoted in-depth cooperation between Huawei and enterprises in various fields, helping all parties build core advantages in global competition and realize a fundamental transformation from scale expansion to quality and efficiency improvement.

艾媒咨询 | 2025年7月全球主要行业投融资数据监测月报

2025年7月，全球主要行业投融资市场表现强劲。根据全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年7月全球主要行业投融资数据监测月报》显示，2025年7月全球投融资事件数量达到763起，相较于6月的604起，环比增长26.32%，投融资金额高达3696.61亿人民币，环比增长48.30%，显示出投融资活跃度和资金规模的显著提升。这一变化可能与行业周期性增长、政策利好、市场回暖及节假日消费刺激有关。对比历史趋势，7月的投融资数量和金额均创下年内新高，显示出市场对投资的强烈信心和活跃度。在商业实际情况中，这可能反映了市场对新兴技术和创新项目的追捧，以及对经济复苏的乐观预期。
In July 2025, the global major industry investment and financing markets performed strongly. According to the latest "Global Major Industry Investment and Financing Data Monitoring Monthly Report for July 2025" released by iiMedia Research, a leading third-party data mining and analysis institution for the new economy industry, the number of global investment and financing events reached 763 in July 2025, a 26.32% increase compared to 604 in June, and the investment and financing amount was as high as 369.661 billion RMB, a 48.30% increase compared to the previous month. This indicates a significant increase in investment and financing activity and scale. This change may be related to the cyclical growth of the industry, favorable policies, market recovery, and holiday consumption stimulation. Compared with historical trends, both the number and amount of investment and financing in July set new highs for the year, demonstrating strong market confidence and activity in investment. In the actual business situation, this may reflect the market's pursuit of emerging technologies and innovative projects, as well as optimistic expectations for economic recovery.