面对小间距显示、全彩屏及RGB等市场的快速崛起，为提升红黄光与蓝绿光芯片在应用中的协同能 力，聚灿光电开辟业务第二增长曲线，全力推进"年产240万片红黄光外延片、芯片项目"。项目建设进 展显著，关键节点加速突破，2025年1月11日实现部分投产，当前月产能10万片的生产设备基本到货， 部分工序设备处在调试阶段，产能正处于快速爬坡期。 7月21日，聚灿光电发布2025年H1业绩报告称，上半年营收为1,594,038,176.66元，比上年同期增长 19.51%；归属于上市公司股东的净利润为116,968,866.53元，同比增长3.43%，扣除非经常性损益后的净 利润为113,752,466.02元，比上年同期增长8.12%。同时，第二季度公司实现营业收入8.63亿元，创单季 度营业收入历史新高。 据介绍，报告期内，聚灿光电持续深耕GaN基蓝绿光、积极开拓GaAs基红黄光，推动完善全色系LED 外延片、芯片布局，踔厉奋发，稳健经营，募投项目进展顺利，经营业绩稳步增长。 下半年，聚灿光电将继续聚力深耕主业，随着"年产240万片红黄光外延片、芯片项目"的实施，叠 加"Mini/Micro LED芯片研发及制造扩建项 ...

面对挑战，广汽集团已经明确了未来的发展方向。冯兴亚表示，广汽将通过打好"用户需求战、产品价值战、服务体验战"这三大战役，实现企业的转型升 级。在用户需求方面，广汽将构建精准高效的大研发体系，确保车型开发在满足功能价值的基础上，精心锻造让客户心动的情绪价值。在产品价值方面，广 汽将继续加大研发投入，提升新能源技术和智能化水平，确保产品的技术领先性和品质竞争力。在服务体验方面，广汽将重构用户信赖满意的营销体系，通 过线上线下融合的服务模式，提升用户满意度。 广汽集团的目标是在2027年实现自主品牌销量200万辆，其中海外市场50万辆。通过这一系列变革和创新，广汽集团希望在未来的市场竞争中实现二次腾 飞；到2030年，广汽集团将力争实现产销超475万辆、营收超1万亿元、利税1000亿元，成为世界一流科技企业。 广汽集团在过去几年取得了显著的成就。广汽传祺荣获2024年度、2025年上半年自主品牌保值率第一名，广汽传祺M8车型连续三年位居自主MPV保值率第 一名。这些成绩体现了广汽在产品品质和用户口碑上的坚守与努力。此外，广汽在新能源技术领域也取得了重要突破，如高安全弹匣电池、夸克电驱、超级 快充等技术的掌握，为产品 ...

资本市场对宇树科技展现出持续看好态势。2024年2月，公司完成近10亿元B2轮融资，投资方包括美 团、金石投资、源码资本等知名机构。在最新一轮C轮融资中，公司更是获得了中国移动旗下基金、腾 讯、锦秋基金、阿里、蚂蚁集团、吉利资本等产业巨头的联合领投，充分彰显了市场对其发展前景的认 可。 从当前股权结构来看，创始人王兴兴直接持股23.8216%，并通过员工持股平台上海宇翼控制10.9414% 股权，合计持股比例达34.7630%，为公司实际控制人。 当前，随着人工智能、运动控制、感知交互等核心技术的持续突破，人形机器人行业正迎来快速发展 期。国际巨头如特斯拉Optimus、波士顿动力Atlas等加速布局，国内政策对"人工智能+机器人"领域也给 予重点支持。在这一背景下，宇树科技凭借高性价比产品和开放的开发者生态，有望在服务机器人、工 业自动化等应用场景中抢占市场先机。此次启动IPO辅导，预示着公司将借助资本市场力量进一步加快 技术研发和市场拓展步伐，或将成为国内人形机器人赛道的标杆企业。 7月18日，中国证监会官网披露，杭州宇树科技股份有限公司（简称：宇树科技）已正式启动首次公开 发行股票并上市辅导备案，辅导机 ...

Core Viewpoint - ChipLink Integrated announced a plan to acquire 72.33% of ChipLink Yuezhou Integrated Circuit Manufacturing Co., Ltd. for a transaction price of 5.897 billion yuan, aiming for full control and resource integration in high-end semiconductor fields [1][2] Group 1: Acquisition Details - The acquisition will allow ChipLink Integrated to fully control ChipLink Yuezhou, enhancing its core competitiveness in power semiconductors, silicon carbide (SiC), and high-voltage analog ICs [1] - The transaction involves 15 counterparties and is valued at 5.897 billion yuan [1] Group 2: ChipLink Yuezhou's Capabilities - ChipLink Yuezhou has a monthly production capacity of 70,000 8-inch IGBTs and silicon-based MOSFETs, and 8,000 6-inch SiC MOSFETs, positioning it as a pioneer in the domestic automotive-grade SiC power device industry [1] - Over 90% of ChipLink Yuezhou's SiC MOSFET products are used in the main drive inverters of new energy vehicles, with the company leading domestic shipments in 2023 and the first half of 2024 [1][2] Group 3: Strategic Implications - The acquisition will enable ChipLink Integrated to optimize management efficiency and increase investment in high-value areas such as SiC MOSFETs, VCSELs (GaAs), and high-voltage analog ICs [2] - The company aims to capitalize on the rapid growth in demand for SiC devices in the new energy vehicle, photovoltaic, and energy storage markets, solidifying its leading position in the third-generation semiconductor sector [2]

随之而来的是欠薪、欠费、社保逾期等问题集中爆发。有员工在"问政四川"平台上留言，瓴盛科技及立可芯自2023年12月起欠薪，而成都市双流区人社局 回复，公司目前暂无力支付工资，正在积极筹备资金，建议员工申请劳动仲裁。 诉讼也接踵而至，据企查查数据显示，瓴盛科技及立可芯身为被告的案件数量已经高达146起，案件金额超1亿元，涉及劳动合同纠纷、债权纠纷、服务合 同纠纷、买卖合同纠纷等。基于此，立可芯进入破产审查程序自然不足为奇，后续经营、资产处置及对半导体行业的连锁影响，成为行业热议焦点。 在发展过程中，瓴盛科技确实取得过一些技术突破。2020年推出的JA310芯片采用三星11nm工艺，在智能家居领域实现量产；2022年发布的JR510智能手 机芯片更是打入国际市场，搭载于小米POCO C40机型销往全球数十个国家和地区。然而，这些成绩未能扭转企业的亏损局面。 财务数据显示，2019年至2022年上半年，瓴盛科技累计亏损超过10亿元。持续的亏损动摇了股东信心，大唐电信自2021年起逐步减持股份，最终于2022年 完全退出。虽然公司先后引入小米产业基金、智路资本、格科微、华勤技术、电连技术、建广资产等投资者，但仍未能解 ...

据悉，本次定向增发拟募集资金总额不超过19.8亿元，其中9亿元将投入越南胜宏人工智能HDI项目，5 亿元用于泰国高多层印制线路板项目，剩余5.8亿元将用于补充流动资金和偿还银行贷款。这一资金分 配方案充分展现了公司"立足高端制造，布局全球市场"的战略思路，同时也反映出公司对人工智能等新 兴技术领域的高度重视。 在业务发展层面，胜宏科技特别强调人工智能应用对PCB产品提出的更高要求。公司指出，为满足AI服 务器、GPU芯片等高端应用场景的需求，必须建立先进的制程能力和高精度的工艺控制体系。这不仅需 要持续加大研发投入，还要不断升级生产设备，创新生产工艺。公司此次募投项目正是为了打造符合这 些"卡脖子"领域技术要求的高端产品，推动相关产业链的国产化进程。 7月17日，胜宏科技发布公告称，公司向特定对象发行股票的申请已获得深交所上市审核中心审核通 过。根据公告内容，深交所认为公司符合发行条件、上市条件和信息披露要求，后续将按规定报中国证 监会履行注册程序。这一进展标志着公司在资本运作方面取得重要突破，为后续业务发展奠定了坚实基 础。 从行业背景来看，胜宏科技此次定增恰逢多重利好因素。一方面，国家政策持续鼓励高端制造 ...

7月17日，寒武纪发布公告，宣布调整2025年度向特定对象发行A股股票方案。根据最新方案，公司拟 发行股票数量不超过2091.75万股，募集资金总额不超过39.85亿元。募集资金扣除发行费用后，将主要 用于面向大模型的芯片平台项目、面向大模型的软件平台项目及补充流动资金。 近年来，寒武纪的智能芯片产品在运营商、金融、互联网等多个垂直行业加速落地，并与大模型领域企 业展开深度适配与合作，获得行业客户的高度认可。公司掌握的智能处理器指令集、微架构、编程语 言、数学库等核心技术，具备高壁垒、强生态价值，对人工智能及集成电路产业发展具有重要意义。 随着ChatGPT等大模型的爆发，全球AI算力需求呈指数级增长，高端智能芯片市场迎来黄金发展期。寒 武纪此次募资加码大模型相关技术，不仅顺应行业趋势，也有望进一步提升国产AI芯片的自主创新能 力，在未来的全球AI算力竞争中占据更有利位置。 市场分析人士指出，寒武纪作为国内少数具备全栈AI芯片技术能力的企业，此次定增若顺利实施，将 显著增强其在大模型时代的核心竞争力，并为国产AI芯片生态的完善注入强劲动力。 寒武纪表示，当前大模型的快速发展正推动人类社会加速迈向强人工智能时代 ...

7月17日，南亚新材料科技股份有限公司（以下简称"南亚新材"）宣布，其2022年度向特定对象发行A股股票的部分募投项目正式结项， 并将节余募集资金永久补充流动资金。这一举措旨在优化资源配置，提高资金使用效率，进一步支持公司的日常运营和业务发展。 合计节余募集资金为22,090.32万元。 关于资金节余主要原因，南亚新材说明称，公司在募投项目实施过程中，严格遵循募集资金使用的相关规定，坚持合理、有效、谨慎、 节约的原则，加强项目建设各个环节成本费用的控制、监督和管理，合理降低了项目总支出。此外，公司通过使用部分闲置募集资金进 行现金管理，获得了一定的投资收益，同时募集资金存放期间也产生了一定的存款利息收入。 为合理配置资金，提高募集资金使用效率，南亚新材决定将节余募集资金22,090.32万元永久补充流动资金，用于公司日常生产经营活 动。这一举措将进一步充盈公司现金流，提升经济效益。待节余募集资金转出完毕后，公司将办理相关募集资金专户的注销手续。 截至2025年6月30日，上述两个募投项目已完成建设并达到预定可使用状态。根据光大证券的核查意见，两个项目的募集资金使用及节余 情况如下： 1、年产1500万平方米5 ...

Core Viewpoint - The company, Yuanwanggu (002161.SZ), has announced a financing plan to raise up to 300 million yuan through a simplified process aimed at upgrading its main business and expanding production capacity, reflecting the urgent need for strategic positioning in a rapidly improving industry environment [2]. Group 1: Financing Details - The financing will be directed towards four main projects: construction of RFID electronic tag production lines, establishment of the Xi'an Innovation Industrial Center, upgrading of RFID electronic tag chip processes, and replenishing working capital [2]. - This marks the first time since its listing in 2007 that the company has utilized a "fast track" refinancing approach [2]. Group 2: Project Breakdown - The RFID electronic tag production line in Kunshan aims to expand capacity to 2 billion tags, targeting major international brands like ZARA and Walmart, with a projected 15% reduction in unit costs upon reaching full production by 2026 [2]. - The Xi'an Innovation Center will focus on mass production of high-margin devices such as smart cabinets and readers, while collaborating with Xi'an University of Electronic Science and Technology to address data security issues in libraries and retail environments [2]. - The chip process upgrade aims to develop specialized chips that can withstand extreme temperatures and provide encrypted storage, addressing a significant supply gap as the country is projected to import 28.3 billion chips in 2024 [2]. Group 3: Financial Health and Strategic Alignment - The company aims to reduce its asset-liability ratio by 43% through this fundraising, which will provide financial flexibility for potential price competition [3]. - The investment projects align with national industrial policies and the company's strategic development direction, promising good market prospects and economic benefits [3]. - Upon completion, these projects are expected to enhance the company's asset quality and profitability, strengthen its core competitiveness and risk resistance, and promote sustainable and healthy development for the company and its shareholders [3].

Core Viewpoint - The company Meidi Kai announced plans to acquire 100% equity of Haisholi Optoelectronic Technology (Suzhou) Co., Ltd. and INNOWAVE VIETNAM CO., LTD for approximately $2.1947 million to enhance its ultra-thin optical film filter business and integrate into the Samsung supply chain [1][2]. Group 1: Acquisition Details - The acquisition involves purchasing Haisholi for 2 billion KRW (approximately $1.4631 million) and INNOWAVE VIETNAM for 1 billion KRW (approximately $731,600) [1]. - Both target companies are critical in the ultra-thin optical film filter business, with Haisholi focusing on upstream optical production and INNOWAVE VIETNAM handling downstream printing and precision cutting, indicating a synergistic relationship [1][2]. Group 2: Financial Performance - Both companies are currently operating at a loss, with Haisholi reporting revenues of 36.9314 million yuan and 7.3365 million yuan for 2024 and the first five months of 2025, respectively, and net losses of -7.2785 million yuan and -8.8663 million yuan [2]. - INNOWAVE VIETNAM reported revenues of 36.3744 million yuan and 7.1466 million yuan for the same periods, with net losses of -18.6644 million yuan and -11.4457 million yuan [2]. Group 3: Strategic Significance - Despite the short-term losses, the company views the acquisition as strategically significant, as INNOWAVE VIETNAM is already part of the Samsung supply chain, allowing direct access to Samsung and filling a gap in the ultra-thin optical film filter sector [2][3]. - Post-acquisition, the company plans to optimize its supply chain by eliminating intermediaries, which will reduce costs and improve efficiency [2][3]. Group 4: Industry Context - The optical optoelectronic and semiconductor sectors in South Korea are globally significant, making it a core market for the company's overseas expansion [3]. - The integration of the Vietnamese factory will provide an overseas production base, further advancing the company's international strategy [3]. Group 5: Operational Improvement Plans - The company has developed a "turnaround plan" for the target companies, which includes personnel restructuring, equipment upgrades, and capacity optimization to enhance operational efficiency [3]. - Market analysis suggests that if the integration is successful, the company could leverage the Samsung supply chain and overseas production capabilities to unlock new growth opportunities [3].