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苏州工业园区创新联合体观察|苏大维格:高效协同助推新型显示前沿成果加速涌现
Xin Hua Cai Jing· 2025-09-26 09:05
编者按:创新联合体是推动创新链深度融合、突破产业关键核心技术、提升企业及产业核心竞争力的重要机制, 既深度契合现阶段技术创新"跨产业、多领域交叉"的特征,更能显著提升重大研究成果产出效率与创新技术商业 化转化效能。近年来,苏州工业园区以关键核心技术攻关重大任务为牵引,引导建设了一批"利益融合、要素融 通、能力融汇"的创新联合体,为突破重点产业发展瓶颈提供有力支撑。 苏州苏大维格科技集团股份有限公司(下称"苏大维格")是国内领先的微纳结构产品制造和技术服务商。2022 年,苏大维格牵头成立苏州市新型显示上游器件与关键技术创新联合体(下称"新型显示联合体"),联合产业链 上下游企业及高校院所创新资源,瞄准微纳结构功能化领域开展关键技术攻关、共建共享创新载体平台、推进成 果转移转化,实现光子器件的创新设计、规模化制备和产业化应用,助力我国在光子科技领域实现跨越式发展。 (IGrapher 大型紫外光刻直写装备和卷对接纳米压印设备) (大幅面衍射光波导) "发展新质生产力,突破关键核心技术,产出更多'从0到1'的高质量科研成果,从来不是单打独斗,而是对重大科 学问题进行协同攻关。"苏大维格董事长陈林森说。 苏大维格与 ...
苏大维格(300331) - 关于使用部分闲置募集资金进行现金管理及到期赎回的公告
2025-09-26 08:14
证券代码:300331 证券简称:苏大维格 公告编号:2025-057 苏州苏大维格科技集团股份有限公司 关于使用部分闲置募集资金进行现金管理 及到期赎回的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 苏州苏大维格科技集团股份有限公司(以下简称"公司")于 2025 年 9 月 5 日召开第六届董事会第十一次会议,审议通过了《关于使用暂时闲置募集资金进 行现金管理的议案》,同意公司及公司全资子公司苏州维旺科技有限公司之全资 子公司盐城维旺科技有限公司在确保不影响募集资金投资项目建设及正常经营, 并有效控制风险的前提下,结合公司及子公司实际经营情况,使用额度不超过人 民币 4.9 亿元的暂时闲置募集资金购买投资期限不超过 12 个月的安全性高、流 动性好、有保本约定的产品(包括但不限于协定性存款、结构性存款、定期存款、 通知存款、大额存单等)。现金管理产品不得进行质押。在上述额度范围内,资 金可以滚动使用,期限自公司董事会审议通过后 12 个月内有效(即 2025 年 9 月 6 日至 2026 年 9 月 5 日)。具体内容详见公司在中国证监会指定创业 ...
苏大维格股价涨5.01%,睿远基金旗下1只基金位居十大流通股东,持有1241.36万股浮盈赚取2321.34万元
Xin Lang Cai Jing· 2025-09-24 03:13
9月24日,苏大维格涨5.01%,截至发稿,报39.22元/股,成交11.44亿元,换手率14.46%,总市值101.84 亿元。 资料显示,苏州苏大维格科技集团股份有限公司位于江苏省苏州工业园区新昌路68号,成立日期2001年 10月25日,上市日期2012年6月28日,公司主营业务涉及微纳光学产品的设计、开发与制造,关键制造设 备的研制和相关技术的研发服务。主营业务收入构成为:微纳光学产品及设备87.32%,反光材料产品 12.00%,其他0.68%。 朱璘累计任职时间6年185天,现任基金资产总规模186.66亿元,任职期间最佳基金回报94.31%, 任职 期间最差基金回报89.33%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,睿远基金旗下1只基金位居苏大维格十大流通股东。睿远成长价值混合A(007119)二季度 减持26.18万股,持有股数1241.36万股,占流通股的比例为6.02%。根据测算,今日浮盈赚取约2321.34 ...
光刻机概念涨0.72% 主力资金净流入这些股
Zheng Quan Shi Bao Wang· 2025-09-23 09:59
Core Viewpoint - The lithography machine concept sector has shown a modest increase of 0.72%, ranking third among concept sectors in terms of growth, with notable stocks experiencing significant gains and losses [1][2]. Group 1: Market Performance - As of September 23, the lithography machine concept sector saw 19 stocks rise, with Wavelength Optoelectronics hitting a 20% limit up, while stocks like Zhangjiang Hi-Tech and Kaimete Gas also reached their upper limits [1]. - Leading gainers included Haili Co., Guangli Micro, and Kema Technology, which rose by 6.32%, 5.03%, and 4.86% respectively [1]. - Conversely, the biggest decliners were Saiwei Electronics, Meike Technology, and Su Da Weige, which fell by 4.87%, 4.00%, and 3.71% respectively [1]. Group 2: Capital Flow - The lithography machine concept sector experienced a net outflow of 1.384 billion yuan in main funds, with 9 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 10 million yuan [2]. - Wavelength Optoelectronics led the net inflow with 94.82 million yuan, followed by Xinqi Micro, Huachen Equipment, and Fulede with net inflows of 78.58 million yuan, 41.88 million yuan, and 37.01 million yuan respectively [2][3]. Group 3: Stock Performance Metrics - In terms of net inflow ratios, Fulede, Huachen Equipment, and Xinqi Micro led with net inflow rates of 6.78%, 6.09%, and 5.32% respectively [3]. - The stock performance table indicates that Wavelength Optoelectronics had a daily increase of 20.00% with a turnover rate of 50.27%, while other notable stocks like Xinqi Micro and Huachen Equipment had increases of 3.73% and -3.36% respectively [3][4].
关注国产光刻机投资机遇
2025-09-23 02:34
Summary of Key Points from Conference Call Industry Overview - The global photolithography machine market is highly monopolized, with ASML holding a leading position. China faces technological blockades and supply chain dependencies but has a complete industrial system and substantial market demand, providing a foundation for domestic production [1][2][4]. Core Insights and Arguments - Chinese photolithography technology has surpassed the 65nm node and is advancing towards higher processes. Companies like Shanghai Micro Electronics are actively researching, and while progress on 28nm photolithography machines is not yet confirmed, achieving technological breakthroughs is considered a matter of time [1][5]. - The core components of photolithography machines include five major systems: optical, motion control, measurement, transmission, and environmental control. Companies such as Keyi Hongyuan, Su Da Weige, and Aopu Optoelectronics have made advancements in critical technology areas like laser light sources and nano-imprinting [1][6]. - Photolithography machines are crucial for the development of AI capabilities in China, directly impacting the country's advanced process development and future competitiveness in the AI era [2]. Investment Opportunities - Investors should focus on companies involved in laser devices, high-end lenses, motion control materials, nano-imprinting technology, laser interferometry, and robotics. Notable companies include Keyi Hongyuan, Su Da Weige, and Aopu Optoelectronics [1][8]. - The domestic photolithography industry includes companies like Chipbond Technology (PCB photolithography machines), Su Da Weige (nano-imprinting photolithography machines), Huazhuo Jingke (dual-workpiece stage), Keyi Hongyuan (laser light sources), and Jingfang Technology (semiconductor optical devices) [1][9]. Additional Important Content - The collaboration between Nvidia and Intel aims to enhance AI technology infrastructure and personal computing products, indicating a strengthening of ecosystem collaboration among global computing chip giants, which could significantly impact the future of the global computing industry [11]. - Domestic computing chip companies are actively promoting the construction of a domestic computing ecosystem, with companies like Haiguang Information opening up CPU capabilities and protocols to facilitate industry collaboration [12]. - Huawei's release of the Super Pod products signifies a major advancement in AI computing capabilities, with projections indicating that the Chinese AI chip market could grow to 153 billion yuan by 2025, with a compound annual growth rate of nearly 53% [13].
苏大维格:关于注销参股公司的公告

Zheng Quan Ri Bao· 2025-09-17 14:09
Group 1 - The core point of the article is that Su Dawei Ge announced the signing of a joint venture agreement with Gao Wei Electronics to establish a company named Suzhou Liwei Optical Technology Co., Ltd, with a registered capital of 50 million RMB, where Su Dawei Ge contributed 20 million RMB in cash [2] - The joint venture, Liwei Optical, completed its business registration on January 26, 2022, but was later agreed to be dissolved by both parties due to a decision to pursue other forms of business cooperation [2] - The dissolution of Liwei Optical will not affect the consolidated financial statements of Su Dawei Ge, as it was not included in the consolidated scope [2]
光刻机板块活跃
Di Yi Cai Jing· 2025-09-17 14:04
Group 1 - The lithography equipment sector leads the market with an increase of 1.18% [1] - Among the companies, Boliang Optoelectronics saw a significant rise of 20.01% [1] - Yongxin Optics and Sudavige both experienced notable increases of 10.0% and 7.9% respectively [1] Group 2 - Other companies such as Maolai Optics, Lanying Equipment, and Xinlai Materials also reported gains exceeding 6% [1]
光刻机概念集体大爆发
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-17 12:56
Core Viewpoint - The A-share market saw a strong rally in the photolithography machine sector, with the photolithography index rising by 4.24% and leading company SMIC reaching a historical high in stock price [1][2]. Group 1: Market Performance - The photolithography index closed at 4525.95, up by 183.95 points, reflecting a 4.24% increase [2]. - SMIC's stock price closed at 117.39 CNY per share, with a nearly 7% increase, leading to a total market capitalization of 605.8 billion CNY [1]. - Other companies in the sector, such as BOL, SuDa WeiGe, and FJ Technology, also experienced significant gains, with BOL rising by 20% [1][2]. Group 2: Industry Developments - Reports indicate that SMIC is testing a deep ultraviolet photolithography machine manufactured by the Shanghai startup Yuliangsheng, which utilizes immersion technology similar to that of ASML [2]. - The photolithography machine is a core device in wafer manufacturing, essential for continuing Moore's Law, with a promising market outlook [4]. - The advanced packaging market is projected to grow from 38 billion USD in 2024 to 79 billion USD by 2030, with high-end packaging expected to increase from 8 billion USD to over 28 billion USD in the same period [4]. Group 3: Market Dynamics - ASML, Nikon, and Canon dominate the global photolithography market, with ASML holding a 61.2% market share in 2024, being the sole supplier in the EUV segment [4]. - China is the largest customer for ASML's photolithography machines, with revenue from the region expected to surge to 41% in 2024 due to the expansion of wafer fabs and excess inventory [4]. - The domestic photolithography machine industry is anticipated to see growth opportunities driven by the increasing demand for AI computing and advancements in domestic chip technology [5].
苏大维格(300331.SZ):拟注销参股公司立维光学
Ge Long Hui A P P· 2025-09-17 12:31
格隆汇9月17日丨苏大维格(维权)(300331.SZ)公布,2021年9月14日,公司与高伟电子控股有限公司 (简称"高伟电子")子公司东莞高伟光学电子有限公司(简称"高伟光学")签署了《合资经营协议》, 共同投资设立合资公司苏州立维光学科技有限公司(简称"立维光学"),注册资本人民币5,000万元, 其中公司以货币方式认缴出资人民币2,000万元。2022年1月26日,立维光学完成工商注册登记手续。鉴 于双方拟采用其他方式进行业务合作,经公司与高伟电子友好协商,双方一致同意注销合资公司立维光 学。立维光学为公司参股公司,未纳入公司合并报表范围,本次注销参股公司,不会导致公司合并报表 范围发生变化。 ...
苏大维格(300331) - 关于注销参股公司的公告
2025-09-17 12:14
鉴于双方拟采用其他方式进行业务合作,经公司与高伟电子友好协商,双方 一致同意注销合资公司立维光学。立维光学为公司参股公司,未纳入公司合并报 表范围,本次注销参股公司,不会导致公司合并报表范围发生变化。 证券代码:300331 证券简称:苏大维格 公告编号:2025-056 苏州苏大维格科技集团股份有限公司 关于注销参股公司的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 2021 年 9 月 14 日,苏州苏大维格科技集团股份有限公司(以下简称"公司") 与高伟电子控股有限公司(以下简称"高伟电子")子公司东莞高伟光学电子有 限公司(以下简称"高伟光学")签署了《合资经营协议》,共同投资设立合资 公司苏州立维光学科技有限公司(以下简称"立维光学"),注册资本人民币 5,000 万元,其中公司以货币方式认缴出资人民币 2,000 万元。2022 年 1 月 26 日,立 维光学完成工商注册登记手续。具体内容详见公司于 2021 年 9 月 14 日、2022 年 2 月 7 日在中国证监会指定创业板信息披露网站刊登的相关公告。 根据《深圳证券交易所创业板股 ...