信达证券研报指出，宸展光电2025H1实现归母净利润1.12亿元，同比-13.85%。公司作为商用人机交互智能终端解决方案商，产品形态涵盖触控一体机、触控显示器、各类智能自助终端机及嵌入式模组等。ODM业务为全球客户提供从产品设计、软硬件选用、生产制造及验证等一系列客制化产品及服务，是公司一直以来的业务模式；2020年收购MicroTouch™后开始发展自有品牌，目前已逐步在全球搭建和完善代理商渠道，品牌认知度不断提高，今年MicroTouch™以海外子公司的模式独立自主发展，与集团的协同效应愈加明显。公司通过参股鸿通科技介入智能座舱业务。鸿通科技自2017年起，以一级供应商身份为欧美和中国新能源汽车整车厂提供一流的触控显示总成方案，在中高端市场具备较强竞争力。此外，公司与Satogate合作，拓展加密支付新场景。
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