证券代码：001269 证券简称：欧晶科技 债券代码：127098 债券简称：欧晶转债 内蒙古欧晶科技股份有限公司 投资者关系活动记录表 编号：2025-01 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 欧晶科技 2024 年度及 2025 年第一季度业绩说明会采用网 | | 人员名称 | 络远程方式进行，面向全体投资者 | | 时间 | 2025 年 5 月 14 日 15:00-16:00 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云 | | | 访谈"栏目 | | 上市公司接待人 | 董事长：张良 | | | 总经理：安旭涛 | | | 董事、副总经理兼财务总监：马雷 | | 员姓名 | 副总经理、董事会秘书：刘敏 | | | 独立董事：张心灵 公司就投资者在本次业绩说明会中提出的问题进行了 | | | 回复，主要内容如下： 1、光伏行 ...

公司报告 | 季报点评 沪硅产业（688126） 证券研究报告 2024 业绩短期承压，硅片产能扩张多项目布局助力未来发展 事件：公司发布 2024 年报，实现营业收入 33.88 亿元，同比增加 6.18%；实现归母净利润-9.71 亿 元，实现扣非归母净利润-12.43 亿元。公司发布 2025 年一季报。2025Q1 实现营业收入 8.02 亿元， 同比增加 10.60%，实现归母净利润-2.09 亿元，实现扣非归母净利润-2.50 亿元。 点评：市场复苏不及预期，24 年业绩短期承压，长期发展战略助力未来发展。1）2024 年，全球半 导体市场呈复苏态势，但公司处于产业链上游环节，行业复苏的传导还需一定周期，同时受到全球 半导体行业高库存水平影响，24 年全球硅片整体销售额创近年新低，半导体硅片市场的复苏不及 预期。2）25Q1，伴随行业逐步向好的趋势及公司 300mm 半导体硅片产能的逐步释放，主营业务 收入较上年同期增长约 13%，其中，300mm 半导体硅片的收入较上年同期增长约 16%，200mm 及 以下半导体硅片（含受托加工服务）的收入较上年同期增长约 8%。3）产品平均单价下跌，特别是 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自Activators Co ，谢谢。 这些肩负中国台湾命运的年轻人，除了前面提到的多位专家，还有刘英达、邱罗火、蔡明介、曹兴 诚等，1977年中国台湾第一条半导体生产线，良率半年内就超越RCA，震惊世界。 如今，昔日的宿舍变成了新竹科学园区，台南科学园区的甘蔗田变成了晶圆制造厂，中国台湾也成 为了全球科技产业的支柱。萧菊贞在影片中问道：难道每个台湾人，难道不应该更多地了解这个我 们投入了如此多资源的产业是如何建立起来的吗？ 中国台湾的半导体产业从未抄袭美国；这是台湾及其先驱者历经半个世纪艰苦奋斗才取得的胜利。 一部名为《芯片奥德赛》的新纪录片讲述了芯片行业如何从默默无闻走向国际传奇。 来源： Activators Co 6月13日，中国台湾首部关于半导体产业的纪录片《芯片奥德赛》将在影院首映。导演萧菊贞 （Hsiao Chu-Chen）耗时五年，采访了80多位半导体行业的重要人物，追溯中国台湾如何从无到 有建立起芯片帝国。她总结道："台湾半导体的成功并非从别人那里偷来的，而是我们自己创造 的。" 七十年代的中国台湾是一片科技荒原。政府决定全力发展半导体产 ...

Group 1 - Malaysia's Prime Minister Anwar has engaged in talks with AMD, indicating a strategic partnership that aims to enhance the country's semiconductor industry ecosystem [1][3] - Malaysia is currently the sixth largest semiconductor exporter globally, accounting for 23% of U.S. chip production and holding approximately 13% of the global semiconductor packaging and assembly market [3][5] - The semiconductor sector contributes 40% of Malaysia's total manufacturing exports and represents a quarter of the country's GDP, with exports exceeding $120 billion in 2023 [3][5] Group 2 - Major companies like Intel, Infineon, and Micron have increased investments in Malaysia, solidifying its position in the global semiconductor packaging industry [5][8] - The "Flexible New Economy Zone" initiative aims to enhance collaboration with Singapore to leverage capital and advanced technology, moving Malaysia towards higher-value chip design [8][9] - Malaysia's semiconductor industry faces challenges in attracting higher-tier industries, despite having a mature technology sector compared to neighboring countries [9][10] Group 3 - Malaysia's reliance on foreign labor is significant, with expatriates making up about 25% of the total population, as local workers are reluctant to accept low-paying jobs in the semiconductor sector [12][10] - The U.S. export controls have made Malaysia a critical "chip transit point," with significant imports of GPUs, indicating its growing role in the semiconductor supply chain [13][14] - Recent U.S. tariffs on Malaysian goods could impact the competitiveness of Malaysian exports, potentially leading to reduced orders and market fluctuations [16][14] Group 4 - Malaysia aims to transition from a "chip packaging factory" to a "smart manufacturing hub," facing challenges such as insufficient R&D investment and a shortage of high-end talent [16][17] - The country seeks to avoid being trapped in low-end manufacturing while establishing competitive advantages in high-end sectors [16][17] - Malaysia's semiconductor industry is encouraged to learn from China's experience in building a regional innovation ecosystem [17]

Core Insights - Malaysia's Prime Minister Anwar has engaged in discussions with AMD, indicating a strategic partnership that aims to enhance the country's semiconductor industry ecosystem [1][3] - The country is focusing on leveraging its existing advantages in the global semiconductor supply chain while also aiming for upgrades in higher value-added processes [1][3] Industry Position - Malaysia has become the sixth largest semiconductor exporter globally, accounting for 23% of U.S. chip production [3] - The country holds approximately 13% of the global semiconductor packaging and assembly market, with a significant 40% share in automotive-grade chip packaging [3] - In 2023, Malaysia's semiconductor exports exceeded $120 billion, making it the largest source of chip assembly imports for the U.S. [3] - The semiconductor sector contributes 40% of Malaysia's total manufacturing exports and represents a quarter of the nation's GDP [3] Foreign Investment and Ecosystem - Major companies like Intel, Infineon, and Micron have increased investments in Malaysia, solidifying its position in the global backend packaging industry [5] - Industrial parks in Penang and Kulim host nearly 50 semiconductor factories, creating a mature OSAT (Outsourced Semiconductor Assembly and Test) ecosystem [5] - The presence of top logistics companies in Malaysia has grown in the past two years, driven by geopolitical uncertainties and the country's robust infrastructure and lower labor costs [5] Strategic Initiatives - The "Flexible New Economy Zone" initiative, set to accelerate in 2025, aims to combine Singapore's capital and advanced technology with Malaysia's land and infrastructure for mutual growth [5][8] - This initiative is part of Malaysia's national semiconductor strategy proposed in May 2024, focusing on attracting foreign investment and talent to elevate its position in the semiconductor value chain [8] - Malaysia seeks to transition from downstream packaging and testing to upstream chip design, aiming to capture a higher value in the semiconductor industry within ASEAN [8]

近日，深圳市半导体与集成电路产业投资基金"赛米产业私募基金"(简称"基金")完成工商登记注册。该 基金总规模50亿元，由深创投担任管理人，深创投、深重投共同作为基金普通合伙人。基金主要投资市 半导体与集成电路重点项目和细分龙头企业及其他对完善市半导体产业链有重大作用的项目。重点围绕 深圳集成电路重大制造项目集群建链、补链、强链、延链，着力构建"自主可控、高效协作、紧密配 套"的本地化产业链供应链。(人民财讯) ...

根据Tr e n dFo r c e集邦咨询最新半导体封测研究报告，2 0 2 4年全球封测(OSAT)市场面临技术升级和 产业重组的双重挑战。从营收分析，日月光控股、Amk o r（安靠）维持领先地位，值得关注的是， 得益于政策支持和本地需求带动，长电科技和天水华天等封测厂营收皆呈双位数成长，对既有市场 格局构成了强大的挑战。 Tr endFo r c e集邦咨询表示，2 0 2 4年全球前十大封测厂合计营收为4 1 5 . 6亿美元，年增3%。 | 排名 | 公司 | | 营收(USD Billion) | | Top10营收占比 | | | --- | --- | --- | --- | --- | --- | --- | | | | 2023 | 2024 | YoY | 2023 | 2024 | | 1 | ASE Holdings (日月光控股) | 18.68 | 18.54 | -0.7% | 46.3% | 44.6% | | 2 | Amkor (安靠) | 6.50 | 6.32 | -2.8% | 16.1% | 15.2% | | 3 | JCET (长电科技) | 4.19 | ...

Core Insights - The semiconductor IP industry is a key focus for Shanghai's development, with systematic support in funding, policy, and talent to drive innovation breakthroughs [1][2] - Shanghai's integrated circuit industry is projected to exceed 390 billion yuan in 2024, marking a year-on-year growth of over 20%, positioning it as the leading region in China [1] - The establishment of a special fund totaling 100 billion yuan demonstrates Shanghai's commitment to optimizing the business environment for integrated circuit enterprises and talent [2] Industry Overview - The semiconductor IP is crucial for AI computing chips and serves as an important interface for new applications such as humanoid robots and smart connected vehicles [2] - Shanghai has developed a complete industrial chain from design to manufacturing and packaging, with leading enterprises emerging and core technologies making significant breakthroughs [1] - The city boasts over 300,000 specialized technical talents in the integrated circuit sector, accounting for more than 40% of the national total [2] Policy and Support - Shanghai's government has implemented special policies in housing, household registration, and children's education to attract and retain talent in the integrated circuit industry [2] - The "2025 Semiconductor IP Industry Seminar" aims to create a collaborative innovation platform for various stakeholders in the semiconductor IP industry [2]

半导体论坛 振兴国产半导体产业！ 信息爆 炸的时代 更需要断舍离 如何更加高效的获取高质量的信息 专注半导体产业技术，技术资料，专家讲解。欢迎关注! ↓↓↓值得您的关注↓↓↓ 国芯网 ID：CSF211ic 在碎片化的时代里 收获满满？ 2025年，半导体人只需关注5个公众号 半导体技术天地 ID：ic2018ic ▲长按二维码"识别"关注 ▲长按二维码"识别"关注 半导体行业第一的微信公众平台，50万的从业人员都已关注！ ↓↓↓值得您的关注↓↓↓ 全球电子市场 ID：xinlun99 ▲长按二维码"识别"关注 芯媒评论，请关注！ ↓↓↓值得您的关注↓↓↓ ID：ic211ic ▲长按二维码"识别"关注 半导体行业圈，半导体人自己的圈子，请关注！ ↓↓↓值得您的关注↓↓↓ 半导体产业联盟 ID：icchinaunion ▲长按二维码"识别"关注 半导体全产业链联盟，请关注！ 半导体行业圈 ***************END************** * 半导体论坛微信群 8万人在群，所有微信群免费开放！ 加群步骤： 第一步：扫描下方二维码，关注中国半导体论坛微信公众号。 文章内容整理自网络，如有侵权请联系 ...

5月9日消息，中芯国际发布2025年第一季度财报，销售收入再创新高，达22.472亿美元，经营利润为3.9571亿美元，同 比增长达12766.6%！ 中芯国际财报显示，今年一季度，中芯国际实现销售收入22.47亿美元，环比增长1.8%，同比增长28.4%；实现归母净利 润1.88亿美元，环比增长74.8%，同比增幅达161.9%。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 关于业绩增长原因，中芯国际表示，主要是由于晶圆销量上升、产品组合变化所致。 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 月产能方面，今年一季度折合8英寸标准逻辑增至97.325万片，环比提升约2.56万片；一季度折合8英寸销售晶圆量约为229万 片，环比增长15.1%；产能利用率为89.6%，环比提升4.1个百分点。 中芯国际预计，今年第二季度的收入，或将难以维持此前连续的单季度增长，预计会出现两年来首次单季度收入环比下降，环 比下降幅度指引为4%至6%。另外2025年第二季度毛利率指引于18%至20%范围内。 中芯国际认为，今年下半年机遇与挑战并存。"公司会提升应变及抵抗风险的能力，关注当下，保持定力，做好本业 ...