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重磅!全球首款可量产全固态电池问世,5分钟充满!
是说芯语· 2026-01-06 06:00
Core Viewpoint - Donut Lab has introduced the world's first mass-producible all-solid-state battery at CES 2026, marking a significant milestone in the electric vehicle industry as it transitions from laboratory technology to production models [1][11]. Group 1: Product Features - The all-solid-state battery boasts an energy density of 400Wh/kg, enabling longer range, lighter structure, and unprecedented design flexibility in vehicles [1]. - It can be fully charged in just 5 minutes without the need to limit charging to 80%, supporting safe, repeatable, and reliable full discharges [2]. - Unlike traditional lithium-ion batteries, this solid-state battery has minimal capacity degradation over its lifespan, with a design life of up to 100,000 cycles, significantly exceeding current technologies [3]. Group 2: Safety and Testing - The battery is designed with safety as a core feature, eliminating flammable liquid electrolytes and preventing thermal runaway reactions, thus fundamentally reducing fire risks [3]. - It has been rigorously tested under extreme conditions, maintaining over 99% capacity at temperatures as low as -30°C and above 100°C without any signs of fire or degradation [3]. Group 3: Material and Cost - Donut Lab claims that the solid-state battery is made from abundant, low-cost materials that are geopolitically secure, avoiding reliance on rare or sensitive elements, and showing lower costs compared to lithium-ion batteries [4]. Group 4: Application and Market Impact - The battery is currently set to power Verge Motorcycles' electric motorcycles, which will be the first mass-produced vehicles to utilize this groundbreaking technology [9]. - The Verge TS Pro motorcycle can be charged in 10 minutes, providing up to 60 kilometers of range per minute of charging, with a long-range version capable of 600 kilometers on a single charge [9]. - Donut Lab is also collaborating with WATTEV to create a lightweight modular electric vehicle platform that integrates their motor and battery technology, highlighting the broader implications of solid-state battery technology in the electric vehicle sector [11].
一口气揽入三家!盈方微抛重大重组方案
是说芯语· 2026-01-06 04:18
Core Viewpoint - The company, Yingfang Microelectronics Co., Ltd., announced a major asset restructuring plan involving the acquisition of controlling stakes in three companies through a combination of share issuance and cash payment, with a suspension of trading to protect investor interests [1][3]. Group 1: Transaction Details - The targeted assets for acquisition include controlling stakes in Shanghai Xiaokeli Information Technology Co., Ltd., FIRST TECHNOLOGY CHINA LIMITED, and Shiqing Intelligent Technology (Shanghai) Co., Ltd. [3][4]. - Shanghai Xiaokeli, established in 2005 with a registered capital of 66 million yuan, focuses on semiconductor chip application technology services and component agency, providing integrated solutions for various industries [3]. - FIRST TECHNOLOGY CHINA LIMITED is a wholly-owned subsidiary of Japan's Sojitz Corporation, specializing in semiconductor packaging and testing, with nearly 40 years of industry experience [3]. - Shiqing Intelligent, founded in 2018 with a registered capital of 33.015 million yuan, is a high-tech enterprise focusing on AIoT edge computing chips based on RISC-V architecture [3]. Group 2: Transaction Process and Timeline - The company plans to use a combination of share issuance and cash payment for the acquisition and to raise supporting funds, with the transaction expected to constitute a major asset restructuring [4][5]. - A cooperation letter was signed on January 5, 2026, with preliminary transaction parties, and due diligence work is to be completed promptly [4]. - The company aims to disclose the transaction plan and apply for resumption of trading within 10 trading days, with a deadline set for January 20, 2026 [5]. Group 3: Strategic Implications - The acquisition is viewed as a strategic move to strengthen the company's position in the semiconductor industry and expand its business boundaries, especially as the global semiconductor industry shows signs of recovery [7]. - The restructuring is expected to enhance the company's core competitiveness in the electronic components distribution and integrated circuit design and sales sectors [7].
四川又一家芯片公司启动IPO!瞄准互联芯片“黄金赛道”
是说芯语· 2026-01-05 23:41
Core Viewpoint - Chengdu StarTrek Microelectronics Technology Co., Ltd. has officially initiated the listing guidance filing, marking its journey towards the capital market as a potential player in the interconnected chip sector [1]. Group 1: Company Overview - StarTrek Microelectronics specializes in interconnected chips, which serve as the "high-speed rail and logistics hub" connecting core components like CPUs and memory, ensuring efficient data transmission and optimizing system performance [2][3]. - The company’s core products include clock, interface, and power management solutions, widely applied in data centers, communications, and new energy vehicles [2]. Group 2: Technological Strength - StarTrek Microelectronics has broken the monopoly of overseas manufacturers, launching its first clock buffer chip, TBUF1510, in 2022, which surpassed both domestic and international competitors in performance [3]. - In 2024, the company achieved mass production of PCIe to SATA and PCIe to USB bridge chips, gaining recognition from major industry players [3]. - The company has participated in the formulation of six major interface standards and holds over 200 independent intellectual property rights, with more than 70% of its workforce in R&D, many having over 20 years of industry experience [3]. Group 3: Capital Market Recognition - StarTrek Microelectronics has seen a steady increase in financing, with amounts rising from nearly 100 million to over 500 million by 2025, reflecting strong market interest [5]. - The company has a clear development strategy, focusing on high-quality products in niche markets, engaging customers in early-stage financing, and subsequently launching flagship products to attract further investment [5]. - As one of the first "seed unicorn" enterprises in Sichuan, StarTrek Microelectronics received a top-tier loan credit of 10 million yuan within two months, indicating its recognized innovation capability and growth potential [5]. Group 4: Industry Context - The integrated circuit industry in Chengdu is rapidly developing, with over 80 companies in the IC design industrial park, more than 60% of which are high-tech enterprises in the integrated circuit field, creating a favorable industrial atmosphere [6]. - The IPO attempt by StarTrek Microelectronics is not only a significant milestone for the company but also sets an example for local "hard tech" enterprises, contributing to the growth of the semiconductor industry cluster in Chengdu [6].
比亚迪、中微押注的半导体材料公司要上市了!
是说芯语· 2026-01-05 09:23
2025年12月30日,深交所官网消息,成都超纯应用材料股份有限公司(简称"超纯股份")的创业板IPO申请正式被受理。 加入"中国IC独角兽联盟",请点击进入 技术层面,超纯股份的核心竞争力很突出。 目前公司已经能适配刻蚀、光刻、量检测、退火、薄膜沉积、硅片外延等多种半导体设备的零部件需求,更 厉害的是,它还是国内少数几家能供应5nm及以下制程半导体刻蚀设备核心零部件的企业。这一突破不仅补上了国内高端制程核心零部件供应的短板,还 打破了海外企业在这一领域的技术垄断,为我国芯片制造向更先进制程突破筑牢了基础。 市场表现上,超纯股份的行业地位有权威数据背书。 根据弗若斯特沙利文的统计,2024年在半导体设备特殊涂层零部件的本土企业中,超纯股份以5.7% 的市场份额拿下了中国大陆市场第一的位置。值得一提的是,中国大陆有着全球最大的半导体消费市场和设备销售市场,但目前半导体设备的国产率还比 较低,而超纯股份已经在刻蚀设备、热处理设备、薄膜沉积设备等多个关键领域实现了营收,展现出了全面适配市场需求的能力。 这次IPO,超纯股份计划募集11.25亿元资金,重点投入五个核心项目:半导体设备核心光学零部件产业化、半导体材料及 ...
6亿加码!茅台成立新公司布局集成电路赛道
是说芯语· 2026-01-05 07:20
Core Viewpoint - Guizhou Moutai has established a new subsidiary, Guizhou Aimaotai Digital Technology Co., Ltd., with a registered capital of 600 million yuan, focusing on digital anti-counterfeiting and traceability through blockchain technology and integrated circuit chip sales [1]. Group 1: Digital Anti-Counterfeiting and Traceability - Moutai has been investing in digital anti-counterfeiting and traceability since 2023, implementing a new anti-counterfeiting system that includes RFID chips on bottle caps for product traceability [1]. - The traceability system utilizes RFID electronic tags and blockchain technology to create a reliable traceability system, ensuring that each bottle of Moutai has a unique "digital ID" that records key information throughout its production and distribution [1]. - The establishment of Aimaotai Digital Technology Co., Ltd. is seen as a significant step in enhancing Moutai's digital anti-counterfeiting efforts, with a broad business scope that includes internet live streaming, blockchain services, and industrial internet data services [2]. Group 2: Industry Impact and Consumer Assurance - Moutai's initiatives in digital anti-counterfeiting serve as a model for the entire industry, potentially leading to upgrades in anti-counterfeiting technologies across the high-end liquor sector [4]. - The new company's operations are expected to improve the efficiency of data integration and utilization in traceability, ultimately providing consumers with greater assurance regarding product authenticity [2][4]. - The ongoing technological innovations by Moutai are aimed at protecting consumer rights and promoting a more regulated and transparent industry environment [4].
大动作!国产 EDA 龙头两则大新闻
是说芯语· 2026-01-05 03:28
EDA素有"芯片之母"的称号,是集成电路产业实现自主可控的关键所在。最近,国产EDA龙头华大九天在重庆动作频频,先是拿下1446万元的混合信号 EDA软件项目订单,紧接着全资子公司也正式落地。 笔者认为:华大九天这次在重庆的布局,思路很清晰,先靠业务突破打开局面,再用资本扎根稳住脚跟。从中国招标投标公共服务平台的公示能看到,华 大九天中标了重庆一家集成电路设计公司的"混合信号集成电路EDA设计软件"项目,中标金额1446万元,资金都是企业自己筹备的。和政府主导的示范性 项目不一样,企业自己掏钱采购,更看重实际市场价值。这次招标聚焦模拟、数模混合、电源与可靠性这些核心设计环节,对EDA工具的精度、效率和 实际工程适配能力要求都不低。业内人士说,这类项目直接对接芯片设计和流片的全流程,采购标准比单纯的验证性应用高得多,这也说明华大九天的相 关产品,已经能实实在在支撑芯片研发了。 值得一提的是,现在国产EDA正处在从"能用"到"大家愿意批量买"的关键过渡期,华大九天在重庆的进展很有示范意义。对国产EDA产业来说,单笔订单 的金额不是最重要的,能不能走进真实的工程流程、被持续使用,才是判断它是否成熟的核心标准。随着重 ...
中国IC独角兽企业、国产电控龙头冲刺港股
是说芯语· 2026-01-05 00:08
Core Viewpoint - Zhenqu Technology (Shanghai) Co., Ltd. has officially submitted its listing application, marking a significant milestone in its development and reflecting the rise of the domestic new energy vehicle core component industry [1] Group 1: Company Overview - Zhenqu Technology focuses on breakthroughs in core segments of the new energy vehicle (NEV) control solutions, with its control systems acting as the "brain" and "nervous system" of vehicles, directly influencing performance, range, and safety [3] - The company has established a comprehensive product system that includes high-power density motor controllers for various applications, successfully implemented in multiple passenger and commercial vehicles in China and Germany [3] Group 2: Global Expansion - The company has a significant advantage in its global layout, with subsidiaries in key domestic industrial clusters and overseas production and R&D bases in Germany and Japan, enhancing its competitive edge in international markets [5] - As of Q3 2025, Zhenqu Technology has secured 50 design wins with 13 major manufacturers, with applications in 82 vehicle models, 54 of which are in mass production, and a cumulative shipment of 2.7 million power modules [5] Group 3: Technological Innovation - Zhenqu Technology's core competitiveness lies in its technological innovation, with a highly qualified R&D team holding over 50 international patents and extensive experience in next-generation wide bandgap materials [6] - The company's third-generation dual-motor controller achieves a power density of 61.5 kW/L, significantly exceeding industry averages, and its OreoPACK power module is notably compact and efficient [6] Group 4: Market Trends and Opportunities - In 2024, China's NEV sales surpassed 10 million units, with a penetration rate exceeding 35%, driving the motor control system market to approximately 120 billion yuan, expected to exceed 150 billion yuan by 2025 [7] - The listing on the Hong Kong market will broaden Zhenqu Technology's financing channels, supporting ongoing R&D, capacity expansion, and global layout [7] - Despite increasing competition and challenges in the core component industry, Zhenqu Technology is well-positioned to leverage its technological foundation and global presence for further breakthroughs [7]
3.1亿!国产模拟芯片公司收购方案大调整!
是说芯语· 2026-01-04 10:24
2026年1月1日,希荻微(688173)发布系列公告,宣布终止原筹划的发行股份及支付现金购买资产并募集配套资金事项,同时抛出全新收购方案,拟以 3.1亿元现金全额收购深圳市诚芯微科技股份有限公司(下称"诚芯微")100%股份。目前,公司已收到上海证券交易所终止相关审核的决定,这场历时一 年多的重组事项正式转向现金收购赛道。 回溯事件脉络,希荻微对诚芯微的收购布局始于2024年11月。彼时,公司筹划通过发行股份及支付现金相结合的方式收购诚芯微100%股份,并同步募集 配套资金,该事项当时已构成重大资产重组,不过并未涉及关联交易及重组上市。历经一年多的推进,此次方案的重大调整引发市场关注。 对于调整收购方案的核心原因,希荻微在公告中明确表示,此举是基于维护公司及投资者利益、提高交易效率、降低交易成本的核心目的,综合考量公司 自身发展规划与资本市场环境等多重因素,经与交易各方充分论证协商后作出的审慎决策。在此背景下,公司决定撤回原重组相关申请文件,转而以现金 方式推进本次收购。 根据最新公告披露的细节,2025年12月31日,希荻微已与交易对方正式签署《股份转让协议》,协议明确约定以31,000万元现金对价收购诚 ...
最新!宇树科技上市绿色通道被叫停
是说芯语· 2026-01-04 09:13
1月4日消息,网易科技独家获悉,宇树科技A股上市的绿色通道被叫停,但上市并未叫停。 所谓上市"绿色通道"是一种旨在优化审核流程、缩短上市时间的机制,通过优先处理、简化程序等方 式提升效率。 11月11日,证监会 官网公布《关于宇树科技股份有限公司首次公开发行股票并上市辅导工作完成报 告》 。宇树科技IPO辅导于2025年7月18日获得浙江证监局备案。中信证券联合北京德恒律师事务 所、容诚会计师事务所(特殊普通合伙)共同开展辅导工作。从IPO备案到首期辅导工作完成,仅用 时三个月,宇树科技正快速向A股市场迈进。 《报告》落款日期为11月10日,中信证券作为辅导券商,参与辅导的人员多达24名。辅导组组长为原 中信证券 投资银行管理委员会执行总经理金波,他曾主导或参与 鼎胜新材 、 禾迈股份 、 天能股份 、 南都电源 、 方正电机 等多个企业上市、再融资与重大资产重组项目,是业内资深保代。 今年3月,金波因工作内容变动,不再继续担任 鼎胜新材 、 禾迈股份 和 天能股份 相关项目持续督导 的保荐代表人。 (本页无正文,为《关于宇树科技股份有限公司首次公开发行股票并上市辅导工 (本页无正文,为《关于宇树科技股份有限 ...
重磅!华山A2000芯片通过美国审查!
是说芯语· 2026-01-04 09:13
A2000芯片于2025年1月流片成功,因其超高性能而受到美方审查。经过近一年的技术澄清与沟通,最 终成功通过审批,黑芝麻智能也成为国内唯一通过此类审查的企业。 作为面向开放生态的高算力驾驶平台,A2000可支持车企及第三方进行自研方案的开发与部署。 黑芝麻 智能表示,将持续与产业伙伴深化合作,加速A2000在整车项目中的量产应用,共同推动智能驾驶技术 向更高阶、更普惠的方向发展。 转自:黑芝麻智能 声明:本文仅为信息交流之用,不构成任何投资建议,股市有风险,投资需谨慎。 1月4日,黑芝麻智能宣布,其高性能全场景智能驾驶芯片—— 华山A2000,已顺利通过美国商务部和国 防部的相关审查,获准在全球范围内销售与应用。 此举标志着A2000芯片正式进入规模化应用阶段,将 为高阶智能驾驶的商业化落地提供核心算力支持。 华山A2000芯片基于7nm先进工艺打造,集成高性能CPU、GPU、NPU及多种专用计算单元,实测性能 媲美当前全球顶尖的智驾芯片。 该芯片支持全FP16/FP8浮点及INT4/INT8/INT16等多种精度计算,并 搭配成熟的AI工具链BaRT,可实现从模型训练到部署的全流程高效开发。 加入"中国I ...