泛半导体

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新莱应材:主营产品为真空腔体、管道、管件、泵阀、法兰等
Zheng Quan Ri Bao Zhi Sheng· 2025-10-09 08:41
证券日报网讯 新莱应材10月9日在互动平台回答投资者提问时表示,公司主营产品为真空腔体、管道、 管件、泵阀、法兰等,属于高洁净流体管路系统、超高真空系统和超高洁净气体管路系统的关键组件。 公司全资子公司山东碧海包装材料有限公司及公司全资孙公司山东碧海机械科技有限公司,主营产品为 用于牛奶及果汁等液态食品的纸铝塑复合无菌包装材料、液态食品无菌灌装机械及相关配套设备。公司 一直专注于超高洁净应用材料的研究、制造与销售,是国内为数不多覆盖泛半导体、生物医药、食品安 全三大领域的高洁净应用材料制造商。公司的半导体真空系统和气体系统可以服务于相关的泛半导体设 备供应商和终端制造商,设备端客户以直供的方式与客户合作,在厂务端一般通过工程公司间接供给 (最终用户指定)。公司的泛半导体真空产品的AdvanTorr品牌以及气体产品的NanoPure品牌均可以应 用到泛半导体产业链上下游中。公司的具体客户信息属于商业机密。 (编辑 王雪儿) ...
谁又募到钱了
投资界· 2025-09-29 08:07
普洛斯中国新一期收益基金,近20亿 「投资界前哨」系投资界旗下专注创投政策风向、 VC/PE 动态公众号,欢迎关注! 根据公开信息统计:截至28日,9月(9月1日-9月28日)募资动态共19起。 1400亿,凯雷来抄底了 最新一幕出现。投资界获悉,凯雷Carlyle正式宣布旗下全球S基金成功筹集200亿美元(约超 1400亿元人民币),成为全球历史上规模最大的S基金之一。 S基金,历来偏好打折资产。本次募资主角是凯雷旗下AlpInvest部门——系凯雷2011年收购而 来,至今管理970亿美元的资产,侧重S基金和母基金等业务。官网显示,凯雷AlpInvest亚洲 最大办公室设在中国香港,至今核心团队6人。 黑石宣布募集55亿美元 9 月 9 日 消 息 , 黑 石 ( 纽 约 证 券 交 易 所 代 码 : BX ) 宣 布 , 其 最 新 基 础 设 施 二 级 份 额 基 金 Strategic Partners Infrastructure IV L.P. 及相关承诺计划基金的最终募资完成,总规模达55亿 美元。该基金是目前全球规模最大的专注于基础设施领域的二级份额基金。 黑石高级董事总经理兼战略合作伙 ...
研报掘金丨西部证券:维持迈为股份“买入”评级,前瞻布局HJT、钙钛矿叠层整体解决方案
Ge Long Hui A P P· 2025-09-28 09:07
西部证券研报指出,迈为股份重点布局刻蚀设备与薄膜沉积设备两大品类。其中半导体高选择比刻蚀设 备和原子层沉积设备凭借差异化技术创新实现关键突破,目前已进入多家头部晶圆厂和存储厂商,进入 量产阶段。公司在晶圆切割、研磨、抛光、键合等高精度加工环节可提供成套工艺设备解决方案,已与 长电科技、通富微电、华天科技、盛合晶微、甬矽电子等国内头部封装企业建立了紧密合作。公司始终 以行业顶尖水平为标准,持续探索、致力成为泛半导体领域细分行业标杆。目前显示面板客户覆盖维信 诺、京东方、天马等国内头部OLED 面板厂商。公司拓下一代光伏设备,前瞻布局HJT、钙钛矿叠层整 体解决方案。维持公司"买入"评级。 ...
金禾实业(002597.SZ):在泛半导体领域聚焦湿电子化学品等关键材料布局,已通过研发攻克显示领域某核心材料
Ge Long Hui· 2025-09-26 06:58
Core Viewpoint - The company is focusing on the semiconductor sector, particularly in wet electronic chemicals and key materials, and has made progress in developing a core material for the display field [1] Group 1: Company Developments - The company has successfully developed a core material for the display sector and is currently advancing the construction of a pilot production line and client validation [1] - The electronic-grade hydrogen peroxide product has stable control over key metal impurity content, meeting the stringent requirements of display panels and mature semiconductor processes [1] - The company is committed to optimizing production processes and expanding horizontally into high-purity chemicals such as electronic-grade potassium hydroxide and sulfuric acid [1] Group 2: Industry Positioning - The company aims to build a complete high-purity chemical product system to cover the basic cleaning and etching needs in the broader semiconductor field [1]
珂玛科技(301611):先进陶瓷零部件领先者,半导体业务未来可期
Hua Yuan Zheng Quan· 2025-09-26 06:02
证券研究报告 电子 | 半导体 非金融|首次覆盖报告 hyzqdatemark 2025 年 09 月 26 日 | 盈利预测与估值(人民币) | | | | | | | --- | --- | --- | --- | --- | --- | | | 2023 | 2024 | 2025E | 2026E | 2027E | | 营业收入(百万元) | 480 | 857 | 1,131 | 1,476 | 1,920 | | 同比增长率(%) | 3.89% | 78.45% | 31.92% | 30.53% | 30.04% | | 归母净利润(百万元) | 82 | 311 | 423 | 569 | 747 | | 同比增长率(%) | -12.20% | 279.88% | 36.16% | 34.45% | 31.23% | | 每股收益(元/股) | 0.19 | 0.71 | 0.97 | 1.31 | 1.71 | | ROE(%) | 11.12% | 20.47% | 22.25% | 23.53% | 24.13% | | 市盈率(P/E) | 323.62 | 85.19 | 62 ...
维信诺拟与昆山唯信签投资合作协议 构建高配柔性AMOLED技术开发平台
Zheng Quan Shi Bao Wang· 2025-09-23 13:07
Core Viewpoint - The company, Visionox, has signed an investment cooperation agreement to establish the Kunshan Global New Display Industry Innovation Center, with a total investment of RMB 5 billion aimed at advancing new display and semiconductor technologies [1][2][3] Group 1: Project Overview - The project will focus on developing advanced display technologies, including flexible AMOLED, and will also explore the commercialization of perovskite and glass substrates in the semiconductor field [2] - The project is located at the intersection of Qiantangjiang Road and Qianjin East Road in Kunshan [2] - The total investment for the project is RMB 5 billion, with a registered capital of RMB 2 billion, where Visionox will contribute RMB 1.002 billion, holding a 50.1% stake [1][3] Group 2: Strategic Importance - The investment aims to enhance the innovation of display technologies, facilitating the penetration of AMOLED in various applications such as consumer electronics, automotive displays, and virtual reality [2] - The collaboration is expected to foster the incubation of new display industry chains and semiconductor technology research, contributing to the transformation of the next generation of electronic information industry clusters [2][3] Group 3: Financial Aspects - Visionox has also announced the establishment of a private equity fund, with a total commitment of RMB 818 million, where the company will contribute RMB 204 million, representing 24.94% of the fund [3] - This fund will invest in Visionox's subsidiary, Kunshan Guoxian Optoelectronics, helping to reduce the company's debt ratio and enhance asset value [3]
中联投与阿吉兰国际集团成立3亿美元基金
Sou Hu Cai Jing· 2025-09-16 00:42
Group 1 - The core agreement involves a $300 million equity investment fund focused on advanced technology sectors such as artificial intelligence, new energy, and semiconductor industries [1] - The meeting prior to the agreement included discussions on industrial cooperation opportunities under Saudi Arabia's Vision 2030, emphasizing the integration of Chinese industries with local upgrades [3] - The collaboration between Zhonglian Investment and Al-Ajlan Global signifies recognition of Zhonglian's capabilities as a fund manager by a major Middle Eastern enterprise, marking an important milestone in the company's internationalization strategy [3] Group 2 - Al-Ajlan Global is one of the largest companies in Saudi Arabia, operating in various sectors including trade, real estate development, industrial, petrochemical, medical, technology, artificial intelligence, and food across more than ten countries [3] - MODON, the Saudi Industrial Cities and Technology Zones Authority, plays a crucial role in the country's economic diversification strategy, managing over 36 industrial cities and fostering ecosystems in strategic industries [3]
ST帕瓦:公司及董事张宝涉嫌信披违规被立案;罗博特科:拟发行H股股票丨新能源早参
Mei Ri Jing Ji Xin Wen· 2025-09-07 23:17
Group 1 - Dongfang Electric Heat expects significant growth in silicon-carbon anode material equipment in 2026, with a manufacturing cycle of 3-4 months and installation taking about 2 months [1] - The company currently has a stable order of approximately 2,000 tons per month for pre-plated nickel materials, primarily supplying an international battery company [1] - The international battery company plans to significantly increase its procurement volume in 2026, and a leading domestic battery company is also expected to make breakthroughs in purchasing pre-plated nickel materials from Dongfang Electric Heat [1] Group 2 - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange to support its "clean energy + semiconductor" dual-driven development strategy [2] - This move aims to accelerate capacity enhancement and global service capabilities, enhancing the company's competitiveness and ability to raise funds abroad [2] - The details of the H-share issuance and listing are still under discussion with relevant intermediaries [2] Group 3 - ST Pava and its director Zhang Bao are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [3] - The company asserts that its daily operations remain normal and that the investigation will not have a significant impact on its production and operations [3] - The company will cooperate with the regulatory authority and adhere to information disclosure obligations [3]
罗博特科筹划港股上市 夯实全球化战略发展
Zheng Quan Shi Bao Wang· 2025-09-07 10:53
Core Viewpoint - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange to support its dual-driven strategy of "clean energy + semiconductor" and enhance its global competitiveness [1][2] Group 1: Company Strategy - Robotech focuses on emerging industries, providing efficient battery core equipment and intelligent whole plant solutions for the photovoltaic cell industry [1] - The company aims to enhance its global service capabilities and accelerate capacity expansion to meet the rapid development of domestic and international markets [1][2] Group 2: Financial Performance - Robotech's stock price is at a historic high since its listing in 2019, with a market capitalization exceeding 40 billion yuan as of September 5 [2] - The company is actively expanding its overseas business, particularly in the growing Indian market, which is a significant factor in its decision to pursue a Hong Kong listing [2] Group 3: Market Context - The Hong Kong IPO market has seen significant growth, with A+H listings accounting for over 70% of total fundraising, positioning it as a leading global IPO market [3] - As of June 30, 2025, 43 out of 44 A+H listing applicants were large A-share companies with market values exceeding 10 billion yuan [3]
罗博特科子公司签下946.5万欧元大单 2025上半年净亏3333万
Chang Jiang Shang Bao· 2025-09-04 08:54
Group 1 - The company, Robotech, announced a significant contract worth approximately €946.5 million (about ¥78.67 million), which accounts for over 7.11% of its audited revenue for 2024. This contract is for a fully automated silicon photonic packaging line and is expected to have a positive impact on the company [1] - The signing of this contract reflects the high recognition and trust from clients towards ficonTEC, which will help strengthen customer relationships and enhance brand influence and market competitiveness [1] - Robotech focuses on the dual strategy of "clean energy + semiconductor" and has established a complete product system encompassing R&D, design, assembly, testing, sales, and service [1] Group 2 - In the first half of 2025, Robotech successfully acquired ficonTEC, a leading manufacturer in the field of photonic and semiconductor automation packaging and testing, deepening its business layout in this sector [2] - The company faced significant performance pressure, with a revenue of ¥249 million in the first half of 2025, a decrease of 65.53% year-on-year, and a net profit loss of ¥33.33 million, down 161.47% compared to the same period last year [2] - The decline in revenue was attributed to the cyclical impact of the photovoltaic industry and overall demand shrinkage, leading to a substantial drop in net profit levels [2] Group 3 - As of June 30, 2025, Robotech and its subsidiaries have obtained a total of 488 authorized patents related to production and operations, including 44 invention patents, 434 utility model patents, and 10 design patents, along with 80 software copyrights and 27 domestic trademark registrations [3]