Workflow
技术创新
icon
Search documents
狂揽43亿资本,李东生谋局面板扩张
记者丨覃毅谭璐 科技大佬李东生,43.59亿融资到手。 8月19日,TCL科技披露定增股票上市公告,宣告融资计划顺利收官。 这是李氏用于收购深圳华星半导体少数股权的配套资金,增发计划一经发布,即备受追捧,吸引了43家海内外机构踊跃申购,总认购金额高达157.27亿 元。 李东生掌舵的这摊面板生意,正处于上升周期。 今年1-6月,TCL科技预计营收826亿—906亿元,其中,TCL华星的半导体显示业务,预计赚得超46亿元,同比增长超七成。 一旦完成收购,李东生将控制华星半导体84.21%股权,进一步强化主业,夯实根基。 眼下,国内地位稳固的李氏,已将目光投向海外,寻求更大空间。 谋局落子 屏显市场深度调整,李东生通过一系列兼并整合,布下先手棋。 此次TCL科技收购深圳华星半导体21.53%股权,交易总价为115.62亿元。7月初已支付了72亿元现金,另发行股份募集43.59 亿元。 | 序号 | 项目名称 | 本次交易 总对价 | 本次交易 现金对价 | 本次交易拟 使用募集资 | 拟使用募集 资金占配套 融资总额的 | | --- | --- | --- | --- | --- | --- | | | | | ...
2025年中国氟化铝产业供需及价格概况:需求端推动行业再度进入涨价周期[图]
Chan Ye Xin Xi Wang· 2025-08-21 01:42
持氟树脂、氟橡胶等高端材料产业化,强化洛阳、焦作等地的氟化工集群优势;浙江省重视萤石等矿产 资源的保护性开发,为氟化铝产业提供稳定的原料保障。整体上,地方政策倾向于通过技术创新驱动产 业升级,引导企业向低能耗、低排放转型,同时依托区域集群优势强化产业链上下游协同,推动氟化铝 产业从基础原料生产向高技术、高效益领域拓展。 | > 政策cv | | | | 己 智研咨询 | | --- | --- | --- | --- | --- | | | | 近期氟化铝相关地方政策情况 | | | | 发布时间 | 发布部门 | 政策文件 | 相关内容 | | | 2022. 3 | 湖北省政府 | 《关于印发湖北 省现代化工高质 | 围绕磷矿伴生氟资源综合利用,扩大无水氟化氢 产能,配套开发下游氟橡胶、氟涂料、含氟精细 | | | | | 量发展"十四五" 规划的通知》 | 化学品等。 | | | | | 《关于印发河南 省加快材料产业 优势再造换道领 | 大力发展电子级氢氟酸(低品位氟硅资源制备)、 四氟化硅、高性能无水氟化铝等高附加值无机氟 | | | 2022.7 河南省政府 | | 跑行动计划 | 化物和含氟医药 ...
趋势研判!2025年中国熔喷无纺布行业生产工艺、发展历程、产业链、产量及未来趋势分析:下游需求潜力巨大,熔喷无纺布产量将达12万吨[图]
Chan Ye Xin Xi Wang· 2025-08-21 01:21
内容概况:熔喷无纺布,作为一种现代非织造布技术的重要分支,以其独特的生产工艺和优越的性能特 点,在面罩、过滤材料等领域展现出广泛的应用前景。近年来,随着环保意识的提升和一次性无纺布市 场渗透率的增加,熔喷无纺布作为重要的环保过滤材料和一次性无纺布原料,市场需求不断增长,已成 为纺织材料市场的重要组成部分。数据显示,2015-2020年中国熔喷无纺布产量从4.63万吨增长至10万 吨,年复合增长率为16.65%。特别是2020年,在新冠疫情的推动下,熔喷无纺布作为口罩等医疗防疫 物资的关键材料,市场需求急剧增加。2021年以来,市场对熔喷无纺布需求逐渐趋于理性,行业产量较 2020年有所下滑,但产量仍高于2019年。2024年,在新增32条纺粘及熔喷非织造布生产线的产能支撑 下,熔喷无纺布产量约11万吨,同比增长10%。未来,随着全球医疗卫生行业的快速发展和人们健康意 识的提高,熔喷无纺布的市场需求将持续增长。特别是在环保、能源、电子电器等新兴领域的应用拓 展,将进一步推动产量的增加,预计2025年中国熔喷无纺布产量将达到12万吨。 相关上市企业:欣龙控股(000955)、再升科技(603601)、金春股份(3 ...
新“膜”法让动力电池更强大更安全
Ke Ji Ri Bao· 2025-08-21 00:09
如银色绸缎般成卷整齐码放的高分子原料薄膜,在经过预处理、数次双向拉伸、热定型等多道工序后, 蜕变为薄如蝉翼的锂电池隔膜。这是记者近日在云南恩捷新材料股份有限公司(以下简称"恩捷股份") 旗下玉溪恩捷5μm(微米)锂电池隔膜生产线看到的一幕。 这条前不久投产的全球最先进的锂电池隔膜生产线,通过恩捷股份研发的高分子材料技术,产出了5μm 超薄高强锂电池隔膜产品,推动锂电池行业实现新的发展。 锂电池隔膜是锂电池正负极之间的一层薄膜,其厚度仅为头发丝的十分之一,成本约占锂电池成本的 10%,是锂电池的核心组件之一。通过专业设备放大观测可以看到,这些薄膜表面布满了纳米级的黑灰 色絮状微孔。正是这些微孔的存在,让锂离子能够顺畅通过,形成充放电回路,确保锂电池的正常工 作。 "隔膜主要有两个作用:隔离正负极和提供锂离子传送通道。"恩捷股份投资总监庞启智说,隔膜研发难 度大、技术含量深、附加值较高,成为投资强度最大的锂电池材料。 "2010年以前,锂电池隔膜技术被美、日等国家垄断,我国在这一领域受制于人。"庞启智介绍,经过多 年的艰难攻关,恩捷股份彻底打破了被国外企业垄断的湿法锂电池隔膜技术,连续多年成为全球市场占 有率第一 ...
安培龙董事长兼总经理邬若军: 用汽车传感器创新突围 力争全球领先
在深圳坪山安培龙智能传感器产业园的生产车间里,产线员工正在忙碌。从1999年邬若军创立安培龙至 今,这家企业从热敏电阻起家,在国际巨头把控的汽车传感器市场中撕开缺口,逐步攻克陶瓷电容式压 力传感器、氧传感器等"硬骨头"技术,业务从家电拓展至汽车、机器人等领域。这恰是国内传感器企业 创新突围的缩影。 安培龙的技术创新能力不断凸显,将PTC热敏电阻埋入空调变压器初级线圈,替代传统的温度开关和温 度保险丝,大幅降低了变压器故障率,这一技术方案很快在空调、热水器行业得到广泛应用。 争做细分行业翘楚攻占汽车传感器高地 依靠热敏电阻和温度传感器,安培龙在家电、通讯行业积累"第一桶金",邬若军将目光投向了更具挑战 性的汽车市场。2012年,安培龙启动陶瓷电容式压力传感器研发,当时国际巨头森萨塔在这一领域占据 绝对优势,国内企业鲜有涉足。 邬若军说,此后六年,安培龙每年投入超1000万元研发费用,持续攻坚。功夫不负有心人,公司成功拿 下"一种陶瓷电容式压力传感器及制备方法""一种温度-压力一体式传感器"等核心技术专利。2018年, 其陶瓷电容式压力传感器成功进入上汽通用五菱供应链,实现重要突破。 如今,安培龙的陶瓷电容式压力 ...
天融信科技集团股份有限公司2025年半年度报告摘要
Core Viewpoint - The company reported a decrease in revenue for the first half of 2025, but showed growth in specific sectors, while also implementing strategies to improve operational efficiency and reduce costs [4][6][25]. Group 1: Financial Performance - The company achieved a revenue of 826 million yuan, representing a year-on-year decline of 5.38% [4]. - In the second quarter, the single-quarter revenue increased by 8.72% year-on-year [4]. - The financial industry saw a year-on-year growth of 19.52%, the operator industry 25.31%, the energy industry 32.35%, and the transportation industry 60.78% [4]. Group 2: Cost Management - The company reported a 4.1 percentage point increase in gross profit margin during the reporting period [4]. - Sales, research and development, and management expenses all decreased year-on-year, with total expenses down by 14.04% [4]. Group 3: Investment Strategy - The company plans to use idle funds to invest in low-risk financial products, with a maximum investment limit of 1.8 billion yuan, effective from August 22, 2025, to August 21, 2026 [11][13]. - The investment will focus on high-credit, low-risk financial products, including bank and securities company products, trust plans, and fixed-income products [14][18]. Group 4: Asset Impairment - The company recognized an asset impairment loss of approximately 5.09 million yuan and reversed credit impairment losses of about 18.30 million yuan for the first half of 2025 [26][32]. - The impairment assessment included various asset categories such as receivables, inventory, and goodwill [25][30].
用汽车传感器创新突围 力争全球领先
Core Viewpoint - Anpei Long aims to become a global leader in the sensor industry within ten years, focusing on continuous R&D investment and innovation to capture market opportunities in various sectors, particularly automotive and robotics [1][5]. Group 1: Company Background and Development - Anpei Long was founded in 1999 by Wu Ruojun, who has over a decade of experience in the thermal resistor industry, and initially focused on PTC thermal resistors [2][3]. - The company has successfully penetrated the automotive sensor market, which was previously dominated by international giants, by developing key technologies such as ceramic capacitive pressure sensors and oxygen sensors [2][4]. Group 2: R&D and Technological Innovation - Anpei Long has invested over 100 million yuan annually in R&D since 2012, leading to significant technological advancements and the acquisition of core patents [3][4]. - The company’s ceramic capacitive pressure sensors have been adopted by major automotive manufacturers, including BYD and Geely, and are expected to achieve substantial sales growth in 2024 [3][4]. Group 3: Market Expansion and Future Goals - The company has expanded its product offerings to include automotive brake force sensors and is actively seeking to enter the supply chains of top global automotive manufacturers [5][6]. - Anpei Long is also targeting the robotics sector, with its torque sensors already being used in humanoid and collaborative robots, indicating a strategic move towards emerging markets [6].
港交所上半年收入创半年度历史新高;天岳先进上市首日收涨6.4%丨港交所早参
Mei Ri Jing Ji Xin Wen· 2025-08-20 16:44
Group 1: Hong Kong Stock Exchange Performance - Hong Kong Stock Exchange reported a record high total revenue of HKD 14.076 billion and a shareholder profit of HKD 8.519 billion for the first half of 2025, marking a historical peak for the semi-annual performance [1] - The new stock market financing amount has returned to the top of global exchanges, reinforcing Hong Kong's leading position in the global capital market [1] Group 2: Tianyue Advanced Listing - Tianyue Advanced, a semiconductor silicon carbide substrate manufacturer, officially listed on the Hong Kong Stock Exchange, with its stock price rising by 6.4% on the first day of trading [2] - The company issued 47.7457 million shares at a price of HKD 42.80 per share, focusing on the research and industrialization of silicon carbide substrates [2] Group 3: Zhaochuang Information's IPO Plans - Zhaochuang Information announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and brand image [3] - The details of the H-share issuance and listing are yet to be determined, but this move aims to provide new opportunities in the international market [3] Group 4: Hansoh Pharmaceutical Fundraising - Hansoh Pharmaceutical announced a placement agreement to raise approximately HKD 3.897 billion by issuing 108 million shares at a price of HKD 36.30 per share, representing a discount of about 6.49% from the previous closing price [4] - The fundraising is expected to improve the company's financial position and support future research and business expansion [4] Group 5: Hong Kong Stock Market Overview - The Hong Kong stock market index closed at 25,165.94, with a slight increase of 0.17% on August 20 [5] - Other indices showed minor fluctuations, indicating a stable market environment [5]
7N纯度隐形战争:拆解半导体溅射靶材的百亿替代路径(技术壁垒/市场红利/核心玩家)
材料汇· 2025-08-20 15:51
Core Viewpoint - The semiconductor sputtering target materials industry, often overlooked, is crucial for the semiconductor supply chain, with significant investment potential as domestic alternatives emerge to replace long-standing foreign monopolies [2][4]. Industry Overview: What are Sputtering Target Materials? - Sputtering target materials are essential for physical vapor deposition (PVD) processes, creating functional thin films on substrates like silicon wafers through magnetron sputtering technology [6][8]. - These materials are critical for manufacturing integrated circuits, specifically in metal interconnect layers, barrier layers, and contact layers, requiring ultra-high purity (typically above 99.9995%) and precise dimensions [8][12]. Classification of Targets - Targets are categorized by material type: metal targets (e.g., copper, aluminum), alloy targets (e.g., copper-manganese), and ceramic targets (e.g., indium tin oxide) [12][10]. - Each type serves specific functions in semiconductor applications, with increasing purity and structural uniformity requirements as technology advances [12][13]. Upstream Supply: High-Purity Metals and Equipment - The upstream supply involves high-purity metal and non-metal raw materials, with significant reliance on imports for high-purity materials [15][16]. - Key domestic producers include Xinjiang Zhonghe for aluminum and Jiangfeng Electronics for tungsten, while global leaders include Hydro for high-purity aluminum and Hitachi Metals for tungsten [16][15]. Midstream Manufacturing: Technically Intensive Core Segment - The midstream segment encompasses the manufacturing of sputtering targets, involving complex processes such as melting, forming, and binding, requiring significant R&D investment [18][17]. - Precision in temperature, time, and atmosphere during melting is crucial for ensuring material uniformity and purity [18]. Downstream Coating: Sputter Coating - The main coating processes include PVD and chemical vapor deposition (CVD), with PVD being the predominant method in semiconductor and display applications [19][21]. - The sputtering coating market is largely dominated by American and Japanese multinational corporations [21]. Terminal Applications: Core Demand from Semiconductor Industry - Downstream applications are primarily in semiconductor chip manufacturing, where sputtering target materials are vital for forming key chip structures [22][23]. - The demand for high-quality sputtering targets is driven by the increasing performance requirements of chips in high-performance computing, AI, and 5G communications [22][23]. Market Situation - The global sputtering target market has grown from 82.1 billion yuan in 2018 to 116.3 billion yuan in 2022, with a compound annual growth rate (CAGR) of 9.1% [47]. - The market is projected to reach 194.5 billion yuan by 2027, with a CAGR of 10.7% during the forecast period [47]. Competitive Landscape - The global sputtering target market is characterized by an oligopoly, with major players like JX Nippon Mining, Honeywell, and Tosoh dominating approximately 80% of the market [60][62]. - Domestic companies such as Jiangfeng Electronics and Yuyuan New Materials are making significant strides in technology and market penetration, particularly in the midstream segment [64]. Future Development Trends - The industry is expected to see increased demand for higher purity and quality sputtering targets as semiconductor processes advance to 3nm and below [68]. - Emerging applications in AI, IoT, and automotive sectors are anticipated to drive further growth in the sputtering target market [69]. Core Investment Logic - Investing in semiconductor sputtering targets is fundamentally about investing in certainty, as demand remains closely tied to capital expenditures in wafer manufacturing [74]. - The industry is protected by high technical barriers, long certification cycles, and strong customer loyalty, making it difficult for new entrants [75]. - The narrative of domestic substitution presents a significant investment opportunity, with domestic leaders poised to capture market share from established foreign players [76].
裁员1100人!光伏龙头突然“崩了”
Xin Lang Cai Jing· 2025-08-20 12:43
来源:市场资讯 裁员重组双管齐下 转型阵痛持续显现 面对严峻形势,SMA加速推进自2024年9月启动的重组计划。公司宣布将全球裁员1100人,其中德国本 土占比达三分之二,此举预计产生1.4亿欧元重组费用。与此同时,SMA彻底摒弃持续十年的"三驾马 车"模式,将业务架构调整为家庭/商业解决方案与大型项目解决方案"双核"驱动,目标削减1.5亿至2亿 欧元运营成本。 行业转型迫在眉睫 技术突围成关键 SMA管理层对大型项目领域依旧保持乐观。公司计划将研发预算占比提升至营收的8%,重点布局储能 逆变器与智能电网解决方案。据悉,其最新推出的Sunny Central Storage系统已获得北美市场1.2GW订 单,单位功率成本较前代产品下降18%。 全球光伏产业正步入深度调整期。中国光伏行业协会数据显示,2025年上半年全球逆变器出货量同比增 长6%,但均价同比下降14%,价格战呈现白热化趋势。在此背景下,欧洲企业纷纷转向高附加值领 域:瑞士ABB集团聚焦数据中心微电网解决方案,意大利Fimer集团则发力海上光伏专用逆变器。 (来源:全球光伏) 近日,德国太阳能逆变器企业SMA Solar Technology A ...