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研判2025!中国电子连接器行业产业链、市场规模及发展趋势分析:技术加速向高频高速智能化演进,助力产业升级[图]
Chan Ye Xin Xi Wang· 2025-06-29 01:25
相关企业:江西铜业股份有限公司、云南铜业股份有限公司、金发科技股份有限公司、宁波华辉电镀有 限公司、浙江众成包装材料股份有限公司、东莞市华贝机械有限公司、三孚新科材料科技股份有限公 司、宝胜科技创新股份有限公司、亨通集团有限公司、歌尔股份有限公司、东莞宇宙电路板设备有限公 司、比亚迪股份有限公司、宁德时代新能源科技股份有限公司、华为技术有限公司、烽火通信科技股份 有限公司、中国中车集团有限公司 内容概况:中国已成为全球最大的电子连接器生产基地和消费市场。2024年,中国电子连接器行业市场 规模约为2123.73亿元,同比增长11.67%。在技术进步方面,中国电子连接器行业正加速向高频高速、 低损耗、高可靠性方向演进。随着5G、物联网、人工智能等技术的成熟,新型电子连接器产品如高速 电子连接器、智能电子连接器等不断涌现,推动了行业的技术进步。 相关上市企业:立讯精密(002475)、中航光电(002179)、长盈精密(300115)、得润电子 (002055)、瑞可达(688800)、电连技术(300679) 关键词:电子连接器、电子连接器市场规模、电子连接器行业现状、电子连接器发展趋势 一、行业概述 电子连接 ...
十年前没人敢选的专业,居然翻红了
36氪· 2025-06-28 06:19
一个专业的"红"体现的是社会的关注讨论热度,而"翻红"的偶然性往往源于特定的时代背景,难以预测。 以下文章来源于新周刊 ,作者陈倚 新周刊 . 中国最新锐的生活方式周刊。 又到一年高考志愿填报季,该选自己喜欢的专业还是有就业前景的?曾经那些不被推荐的冷门专业毕业生,现在都过得怎么样?读到"翻红专业"又是什么样的体 验?我们与四位高校毕业生聊了聊他们的故事。 文 | 陈倚 编辑 | 陆一鸣 来源| 新周刊(ID:new-weekly) 封面来源 | 《追光的日子》剧照 6月23日起,全国各地高考成绩陆续可以查询,高考志愿填报也随之成为社交平台上的热门话题。 而在热门与冷门的标签之外,总有一些专业经历过,或者正在经历"翻红"。 十年前的冷门专业,十年后可能歪打正着成了新兴行业的"香饽饽";曾经被吐槽的"天坑专业",也可能因为时代和科技的发展变成" 天选专业";连续多 年"亮红牌"的专业(即"不建议报考"的专业,通常为人才供需失衡、市场就业空间较小,薪资待遇以及未来前景较差的专业),也可能因为具备考编优势 而持续吸引众多学子报考。 唯一不变的是变化。不同的个体选择就像驶向不同方向的小船,或许带着几分模糊的方向感,但 ...
十年前没人敢选的专业,居然翻红了
虎嗅APP· 2025-06-28 03:41
Core Viewpoint - The article discusses the evolving landscape of academic majors in China, highlighting how previously unpopular fields can become desirable due to changing societal needs and technological advancements [4][5]. Group 1: Changing Perceptions of Majors - Certain majors that were once considered "dead-end" or "trap" professions may gain popularity as industries evolve and new opportunities arise [4][5]. - The article emphasizes that the perception of a major's value is often influenced by societal trends and technological developments, making it difficult to predict which fields will thrive [4][5]. Group 2: Individual Experiences - The article features interviews with graduates from "revived majors," showcasing their educational and career paths as reflections of changing industry demands [5]. - For instance, a graduate who transitioned from economics to microelectronics found that the demand for chip engineers surged due to the rise of mobile internet and IoT technologies [13][14]. - Another graduate in archaeology noted a resurgence in interest in cultural heritage, leading to increased enrollment and job opportunities in the field [18][21]. Group 3: Industry Trends - The microelectronics industry experienced a boom from 2014 to 2020, driven by technological advancements, but is now facing oversupply as the market shifts towards software-driven innovations [13][14]. - The materials science sector has seen a growing demand due to the intersection with AI and clean energy technologies, with companies reporting profit increases of 10% to 30% annually [27][28]. - The legal profession is highlighted as increasingly competitive, with a significant portion of opportunities concentrated among a small number of practitioners, emphasizing the need for prospective students to understand the industry's dynamics [37].
报名中 | 2025 Rambus 北京设计研讨会
半导体行业观察· 2025-06-28 02:21
Core Viewpoint - The semiconductor industry faces critical challenges in data transmission speed and security, driven by the explosive growth of AI, connected vehicles, 5G, and IoT, leading to increased demand for high-performance computing and low-power chips [1] Group 1: Industry Challenges and Innovations - The bottlenecks in memory bandwidth and data processing security are becoming increasingly prominent [1] - Interface IP and security IP technologies are identified as core drivers for breakthroughs in the industry, directly impacting chip performance, compatibility, and attack resistance [1] Group 2: Company Overview - Rambus, established in 1990, is a pioneer in high-speed interface technology, redefining data transmission standards between memory and systems [1] - Rambus offers a robust product portfolio, including DDR memory interfaces, HBM3/4, and PCIe 5/6 solutions, significantly enhancing performance in data centers and edge computing [1] Group 3: Upcoming Event - Rambus will host a technology discussion on July 9, 2025, in Beijing, focusing on AI and automotive sectors, featuring industry partners and technical experts [2][3] - The event will cover the latest interface and security IP solutions for advanced applications, including quantum-safe encryption and various memory technologies [6] - The afternoon session will delve into automotive security solutions, addressing trends and challenges faced by hardware and software designers in smart connected vehicles [7]
商米科技闯关港股上市:业绩不稳、客户流失,如何将故事讲通?
Sou Hu Cai Jing· 2025-06-28 01:56
Core Viewpoint - Sunmi Technology has submitted its listing application to the Hong Kong Stock Exchange, aiming to capitalize on the growing commercial Internet of Things (BIoT) market, despite facing challenges such as revenue fluctuations and customer attrition [1][3][20] Group 1: Company Overview - Sunmi Technology, established in December 2013, is a provider of commercial IoT solutions, focusing on integrating smart IoT devices with cloud services to create a connected commercial ecosystem [3] - The company has achieved over $100 million in global revenue within three years of launching its first BIOT integrated device, becoming one of the youngest players among the top ten industry participants [4][9] Group 2: Market Potential - The global BIoT solutions market is projected to grow from approximately 189 billion RMB in 2020 to about 235 billion RMB by 2024, with a compound annual growth rate (CAGR) of around 5.6% [5] - The market for Android-based BIOT solutions is expected to expand significantly, with a forecasted growth from 32 billion RMB in 2024 to 92 billion RMB by 2029, reflecting a remarkable CAGR of 23.7% [8] Group 3: Financial Performance - Sunmi Technology's revenue decreased from 3.404 billion RMB in 2022 to 3.071 billion RMB in 2023, before rebounding slightly to 3.456 billion RMB in 2024, indicating a net revenue growth of only 52 million RMB over three years [14] - The company's net profit for the years 2022, 2023, and 2024 was 1.60 billion RMB, 1.01 billion RMB, and 1.81 billion RMB respectively, with gross profit margins of 28.1%, 26.7%, and 28.9% [15][17] Group 4: Customer Base and Challenges - Sunmi Technology serves approximately 61,000 commercial partners globally, with a market share exceeding 10% in the Android-based BIOT solutions sector [9] - The number of customers has declined from 2,506 in 2022 to 2,262 in 2024, highlighting a significant challenge in maintaining customer relationships amid increasing competition [18][20]
打通堵点建好“一刻钟”便民生活圈
Jing Ji Ri Bao· 2025-06-27 22:03
"一刻钟"便民生活圈,是以社区居民为服务对象,在服务半径为步行15分钟左右的范围内,以满足居民 日常生活基本消费和品质消费等为目标,通过多业态集聚形成的社区商圈。它涵盖购物、餐饮、家政、 快递、维修等基本生活保障类业态,还因地制宜地发展了文化、娱乐、休闲、社交、康养、健身等生活 品质提升类业态。 近日,由市场监管总局等5部门印发的《优化消费环境三年行动方案(2025—2027年)》再次提到创造 更多消费场景,积极发展"一刻钟"便民生活圈。 "一刻钟"便民生活圈是人性化的圈。它不仅仅节省了时间,提高了生活效率和品质,还特别强调养老服 务设施和托育机构的建设。对"一老一小"特殊人群需求的关照,是其人文关怀的重要体现。重庆九龙坡 民主村社区食堂"民主饭堂"在建成之际便成为网红,60岁以上困难、失能、失独老人最低2元即可享用 所有美食,80岁以上老人免费,让老人们"下楼有饭吃";食堂还成为老人们日常生活的"据点",实现 了"社交有场所""休闲有去处"。银川东环社区着力打造"托育加油站",在"启童社区托育点"开展全日 托、半日托、小时托、周末托等多样化的托育服务……这些举措,服务贴心,温暖人心。 "一刻钟"便民生活圈是 ...
实达集团: 华兴会计师事务所(特殊普通合伙)关于对《福建实达集团股份有限公司2024年年度报告的信息披露监管工作函》回复的专项说明
Zheng Quan Zhi Xing· 2025-06-27 16:12
Core Viewpoint - Fujian Shida Group Co., Ltd. reported a significant decline in its big data business revenue, with a 32.87 percentage point drop in revenue rate, highlighting the need for detailed disclosures regarding customer and supplier dynamics, revenue recognition, and the sustainability of its business model [1][2]. Financial Performance - The big data business generated revenue of 293.17 million yuan, accounting for 94.97% of total revenue in 2024 [2][12]. - The company experienced a net profit attributable to shareholders of -72.43 million yuan after deducting non-recurring gains and losses [1]. Customer and Supplier Dynamics - In 2024, three out of the top five customers were new, contributing 233 million yuan, which is 75.57% of total sales, with the largest customer accounting for 60.22% [1][9]. - The top five suppliers included three new suppliers, with a total procurement amount of 247 million yuan, representing 67.65% of total purchases, and the largest supplier accounting for 56.59% [1][9]. Revenue Recognition and Business Model - The company confirmed that revenue is primarily recognized upon project acceptance, with significant revenue concentrated in the fourth quarter due to project completion timelines [8][12]. - The system integration business remains the core model, with a focus on customized solutions based on client needs, leading to a substantial increase in the share of intelligent computing services [12][13]. Market Trends and Future Outlook - The company is actively expanding its presence in the intelligent computing market, with a projected increase in revenue from this sector to 73.61% in 2024, reflecting an 85.96% year-on-year growth [13]. - The establishment of a cross-border data service platform is expected to enhance revenue streams, with significant orders already in place for 2025 [13][14]. Risk Factors - The company faces market competition risks as the big data market expands, potentially leading to price reductions and profit margin pressures [15]. - Regulatory risks related to data security and compliance costs are increasing, which may impact operational costs and project execution [15].
汉诺佳池(成都)科技有限公司成立,注册资本500万人民币
Sou Hu Cai Jing· 2025-06-27 12:12
天眼查App显示,近日,汉诺佳池(成都)科技有限公司成立,法定代表人为何建斌,注册资本500万 人民币,汉诺数智(深圳)科技有限责任公司、汉诺数智(四川)科技集团有限公司持股。 企业名称汉诺佳池(成都)科技有限公司法定代表人何建斌注册资本500万人民币国标行业科学研究和 技术服务业>科技推广和应用服务业>技术推广服务地址成都高新区观东三街158号6栋16层1602号企业 类型其他有限责任公司营业期限2025-6-26至无固定期限登记机关成都高新区市场监督管理局 来源:金融界 序号股东名称持股比例1汉诺数智(深圳)科技有限责任公司51%2汉诺数智(四川)科技集团有限公司 49% 经营范围含许可项目:第一类增值电信业务;第二类增值电信业务。(依法须经批准的项目,经相关部 门批准后方可开展经营活动,具体经营项目以相关部门批准文件或许可证件为准)人工智能应用软件开 发;人工智能行业应用系统集成服务;人工智能公共服务平台技术咨询服务;软件开发;仪器仪表修 理;计算机软硬件及辅助设备批发;数字文化创意内容应用服务;电工仪器仪表销售;数字内容制作服 务(不含出版发行);数字文化创意软件开发;家用电器安装服务;日用家电零售; ...
移为通信闪耀2025 Eurobike,物联网技术重塑全球两轮车智能生态
Group 1 - The Eurobike 2025 event in Frankfurt, Germany, focuses on "Shaping Active Mobility," highlighting the future of green transportation, digital connectivity, and sustainable mobility [1] - Weimob Communication (300590) showcases its advanced IoT solutions for E-bikes and micro-mobility, marking its first appearance at Eurobike [1] - The company aims to establish closer partnerships with local E-bike brands and solution providers in Europe to drive digital transformation and green mobility ecosystem [4] Group 2 - Weimob Communication presents multiple intelligent management terminal devices for two-wheeled vehicles, including SC350MG, ZK102, and MT105, covering a complete range of scenarios from basic positioning to remote operation management [2] - The SC350MG device stands out for its strong data communication capabilities, positioning accuracy, and flexibility, integrating various communication technologies and offering a comprehensive digital solution for E-bike manufacturers [2] - The company also showcases its diverse IoT solutions across various vertical industries, including smart transportation, logistics monitoring, and industrial networking [3] Group 3 - The demand for smart hardware and digital solutions is increasing as the EU intensifies policies on low-carbon and sustainable transportation, accelerating the adoption of electric bicycles and shared micro-mobility [4] - Weimob Communication plans to leverage its global resources and R&D advantages to provide smarter, more reliable, and sustainable products and services [4] - The company is committed to deepening its focus on intelligent mobility solutions for two-wheeled vehicles and expanding its IoT offerings across multiple sectors [4]
芯片人去德国!一口气看两场行业大展
芯世相· 2025-06-27 10:28
我是芯片超人花姐,入行20年,有50W+芯片行业粉丝。 有很多不方便公开发公众号的, 关于芯片买卖、关于资 源链接等, 我会分享在朋友圈 。 扫码加我本人微信 从去年开始,越来越多的芯片人开始把目光投向海外市场。在技术创新与本土竞争趋于白热化的背 景下, "出海" 成为产业升级与持续增长的新选项。 但芯片人想要做到真正出海并不容易,背后需要对终端市场、区域法规、技术趋势与产业节奏的真 正理解,真正看清趋势、理解产业、建立链接,比 "走出去"本身更重要。 因此, 9 月 4 日至 9 月 14 日 ,芯片超人决定开启 "挖掘欧洲电子领域芯动向" 德国商 务考察活动 ,实地走访德国 柏林、莱比锡、德累斯顿、斯图加特以及慕尼黑 五个城市,重点聚 焦 全球两大顶级展会: IFA 柏林国际消费电子和家电产品展览会 与 IAA 德国国际汽车及 智慧出行博览会 (简称"慕尼黑车展") ,带大家一起走进欧洲电子产业的最前沿,实地理解消 费电子与汽车电子的真实需求与发展方向。 IFA ,源于 1924 年,作为 世界上规模和影响力最大的国际视听及消费类电子产品展览会之一 ,上一届 IFA 吸引了 1800 多家展商,以及来自 ...