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撑,中游利润占比修复至24Q1以来最高水平。  科技成长与消费韧性共筑盈利新引擎,地产能源深度出清凸显新旧动能加速切换。分板块看,信息/材料板块25H1归母净利润同增28.34%/25.20%,涨势强劲,主因科技板块受益于全球科技产业周期上行、国内关键技术突破替代以及强有力的产业政策驱动,对整体利润增长贡献显著。此外,消费板块同增11.27%,体现居民消费信心边际改善,内需市场韧性较强。地产与能源

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