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特朗普又放了墨西哥一马
虎嗅APP· 2025-03-09 02:42
以下文章来源于出海潜望 ,作者周月明 出海潜望 . 挖掘出海故事,助力企业全球化。来吧!一起去全世界逐浪 出品|虎嗅商业消费组 作者|周月明 编辑|苗正卿 题图|视觉中国 墨西哥这两天又松了一口气。 3月6日,特朗普签署行政令,再一次推迟了对墨西哥和加拿大加征25%关税的政策,直至4月2日。而这已不是第一次。 早在2月初,特朗普下令加征关税仅仅过去两天,就曾宣布暂缓。若时间拉到更久以前,这种"狼来了"的故事还曾在特朗普第一个任期内上演:2019 年 5 月 30 日,特朗普宣布对墨西哥出口到美国的产品加征 25%的关税,原计划从 6 月 10 日开始逐步实施, 每月增加 5%。但在 6 月 7 日,墨西哥就 与美国达成协议,最终避免了关税加征。 "美国对墨西哥的关税政策更像是一种政治手段,主要是为了恐吓。" 在墨西哥深耕多年的洲讯跨境墨西哥负责人杨琨告诉虎嗅。或许到4月份时会再 一次推迟,不像对中国,关税大棒已实实在在落下,特朗普上任以来已加征20%。 虽然美国对墨西哥的加征政策一再推迟,但在墨西哥投资的企业已开始做出各种调整,以防万一。这其中包括大量中国企业。 近两年,墨西哥成为中国企业出海的热门目的地。据 ...
矽电股份冲刺创业板:探针技术破局者如何锻造半导体测试“新质生产力”
21世纪经济报道· 2025-03-08 04:26
Core Viewpoint - The article highlights the rise of domestic semiconductor equipment manufacturers, particularly focusing on Xidian Semiconductor Equipment (Shenzhen) Co., Ltd. (referred to as Xidian), which has achieved significant milestones in the probe testing technology sector, breaking foreign monopolies and positioning itself as a leading player in the Chinese market [2][4]. Group 1: Company Overview - Xidian is primarily engaged in the research, production, and sales of semiconductor-specific equipment, with a focus on probe testing technology [2]. - The company is the first in mainland China to achieve industrial application of 12-inch wafer probe testing equipment, breaking the long-standing foreign monopoly [2][4]. - As of 2019, Xidian held a 13% market share in the mainland probe testing equipment market, ranking fourth overall and first among domestic manufacturers [2]. Group 2: Technological Advancements - Xidian has successfully developed and mass-produced 6-inch wafer probe testing equipment, which has been sold to major domestic semiconductor manufacturers [4]. - The company has mastered several core technologies, including high-precision fast-response large-stroke precision stepping technology and automatic needle alignment technology [6]. - Xidian's product range has expanded from manual to fully automatic probe testing equipment, covering sizes from 4 inches to 12 inches [5][6]. Group 3: Financial Performance - Xidian's revenue has shown rapid growth, with figures of 399 million yuan, 442 million yuan, 546 million yuan, and 335 million yuan from 2021 to the first nine months of 2024, driven by increased demand in the downstream industry [6]. - The company's revenue from probe testing equipment has consistently accounted for nearly 95% of its total revenue [5]. - The market share of Xidian in mainland China has increased from 19.98% in 2021 to 25.70% in 2023 [7]. Group 4: Market Opportunities - The global semiconductor industry is undergoing a significant shift, with a notable portion of new semiconductor wafer plants being established in mainland China [8]. - The domestic semiconductor equipment market has substantial room for growth, with current localization rates of 16.4% for front-end equipment and 13.2% for back-end equipment [9]. - Xidian plans to raise 545 million yuan through its IPO to invest in R&D and expand its production capacity, aiming to enhance its market presence and product offerings [10].