4月23日，汇绿生态（001267）(001267.SZ)披露2024年年报及2025年第一季度报告。在园林行业整体承 压的背景下，公司凭借"主业稳盘+跨界拓新"双轮战略实现经营质效提升。 数据显示，汇绿生态2024年营收5.87亿元；归母净利润6530万元，同比增长13.85%；经营活动现金流净 额则同比增长13.3%至7362.78万元，呈现出"营收降、利润升、现金流稳"的韧性特征。 在强化园林主业精细化管理的同时，汇绿生态也在前瞻布局第二增长曲线。目前，公司已完成对武汉钧 恒科技有限公司(以下简称"武汉钧恒")的控股收购，正式切入光模块赛道。新业务并表后，推动汇绿生 态一季度营收大增210.40%至3.09亿元，归母净利润达1983.26万元，同比增幅高达549.69%。净利回 增，降本增效稳主业 眼下，园林绿化行业正从"摊大饼"式扩张转入"精耕细作"的存量时代，汇绿生态凭借齐全的专业资质、 充足的人才储备等优势，通过强化成本管控、加强项目结算等举措持续提升经营质效。 "公司将以'稳健发展'为核心战略，稳定推进现有项目的同时，优先选择回款周期短、现金流稳定、毛 利率合理的优质项目。并在巩固现有市场份额的 ...

特种增塑剂是指针对特定性能需求或应用场景设计的一类增塑剂，其核心特点是具备传统增塑剂（如通用型邻苯二甲酸酯类）所不具备的专项性能 优势，例如环保性、耐高温性、低迁移性等。 其中多为偏苯三酸酯类和己二酸类。 根据 QYResearch （恒州博智）的统计及预测， 2024 年全球特种增塑剂市场销售额达到了 56.64 亿美元， 预计 2031 年将达到 82 亿美元 ，年复合 增长率（ CAGR ）为 6.22% （ 2025-2031 ）。 全球 特种增塑剂 市场前 19 强生产商排名及市场占有率（基于 2 02 5 年调研数据；目前最新数据以本公司最新调研数据为准） 全球范围内， 特种增塑剂 主要生产商包括 DOW 、 Lanxess 、巴斯夫、联成化学科技、阿科玛等，其中前五大厂商占有大约 70.17% 的市场份额。 目前，全球核心厂商主要分布在北美和欧洲。 就产品类型而言，目前聚合物增塑剂是最主要的细分产品，占据大约 72% 的份额。 就产品类型而言，目前汽车是最主要的需求来源，占据大约 35% 的份额。随着科技的发展，电子领域中对于特种增塑剂的需求还会不断增加。 主要驱动因素 其次，市场需求波动与替代 ...

Core Viewpoint - The company, Suzhou Nanwei Technology Co., Ltd., focuses on the research, production, and sales of high-performance nano-microsphere materials, aiming to become a leading brand in the microsphere industry and break the long-standing foreign monopoly in this field [7][28]. Company Overview - The company specializes in high-performance nano-microsphere materials for applications in biomedicine, flat panel displays, analytical testing, and in vitro diagnostics [7][9]. - It has developed proprietary technologies for precise control over microsphere size, morphology, and surface properties, enabling customized production [8][28]. Business Model - The company operates a complete procurement, production, sales, and R&D system, adapting its business model based on market conditions and customer needs [10][11]. - It employs a direct sales model, engaging with clients from the early stages of product development to provide tailored purification solutions [14][31]. Industry Situation - The biopharmaceutical separation and purification industry is critical, with chromatography technology being the primary method for achieving high purity and yield in biopharmaceutical production [17][20]. - The global biopharmaceutical market is projected to grow significantly, with a compound annual growth rate (CAGR) of 12.20% from 2020 to 2025, driven by advancements in monoclonal antibody products [18][19]. Market Dynamics - The Chinese biopharmaceutical market is expected to reach RMB 811.6 billion by 2025, with a CAGR of 18.6% from 2020 to 2025, indicating strong growth potential [19]. - The demand for domestic high-performance separation and purification materials is increasing due to rising production costs and the need for stable supply chains amid international uncertainties [30][32]. Technological Development - The company has established a comprehensive technology development and industrialization system for microsphere precision preparation, making it one of the few capable of large-scale production of both inorganic and organic high-performance nano-microspheres [28]. - Recent acquisitions, such as that of Fuli Instruments, enhance the company's capabilities in providing integrated analytical solutions [29]. Financial Overview - The company plans to distribute a cash dividend of RMB 0.63 per share, with total cash dividends and share repurchase amounting to RMB 86.24 million, representing 104.10% of the net profit attributable to shareholders for 2024 [4][5].

如果您希望可以时常见面，欢迎标星收藏哦~ 今天，台积电在美国举办了tsmc symposium 2025，会上他们发布了一系列新技术，并对路线 图做了更新。值得一提的是，公司第二代GAA工艺14A也首次曝光。 台积电表示，A14代表了台积电业界领先的N2工艺的重大进步，旨在通过提供更快的计算速度和 更高的能效来推动人工智能（AI）转型。此外，它还有望通过提升智能手机的内置AI功能，使其 更加智能。根据台积电的规划，A14计划于2028年投产，目前开发进展顺利，良率已提前实现。 台积电指出，与即将于今年晚些时候量产的 N2 工艺相比，A14 将在相同功耗下实现高达 15% 的 速度提升，或在相同速度下降低高达 30% 的功耗，同时逻辑密度将提升 20% 以上。台积电凭借 其在纳米片晶体管设计与技术协同优化方面的经验，正在将其 TSMC NanoFlex 标准单元架构升 级为 NanoFlex Pro，从而实现更高的性能、能效和设计灵活性。 台积电董事长兼首席执行官魏哲家博士表示："我们的客户始终着眼于未来，而台积电的技术领导 力和卓越的制造能力为他们提供了可靠的创新路线图。台积电的尖端逻辑技术（例如 A14）是 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 今天，台积电在美国举办了tsmc symposium 2025，会上他们发布了一系列新技术，并对路线 图做了更新。值得一提的是，公司第二代GAA工艺14A也首次曝光。 台积电表示，A14代表了台积电业界领先的N2工艺的重大进步，旨在通过提供更快的计算速度和 更高的能效来推动人工智能（AI）转型。此外，它还有望通过提升智能手机的内置AI功能，使其 更加智能。根据台积电的规划，A14计划于2028年投产，目前开发进展顺利，良率已提前实现。 台积电指出，与即将于今年晚些时候量产的 N2 工艺相比，A14 将在相同功耗下实现高达 15% 的 速度提升，或在相同速度下降低高达 30% 的功耗，同时逻辑密度将提升 20% 以上。台积电凭借 其在纳米片晶体管设计与技术协同优化方面的经验，正在将其 TSMC NanoFlex 标准单元架构升 级为 NanoFlex Pro，从而实现更高的性能、能效和设计灵活性。 台积电董事长兼首席执行官魏哲家博士表示："我们的客户始终着眼于未来，而台积电的技术领导 力和卓越的制造能力为他们提供了可靠的创新路线图。台积电的尖端逻辑技术（例如 A14）是 ...

长江商报消息 ●长江商报记者 刘倩雯 跨界进入光通信领域，汇绿生态（001267.SZ）净利润激增。 4月23日，汇绿生态发布2024年年度报告及2025年第一季度报告。2024年，公司实现营业收入5.87亿 元；归母净利润6530万元，同比增长13.85%。2025年一季度，得益于新业务的并表，公司营业收入跃 升至3.09亿元，同比大增210.40%，归母净利润1983万元，同比激增549.69%。 数据显示，公司在复杂的市场环境中实现营收与利润双增长，并通过战略并购成功切入光通信领域，为 未来发展注入新动能。 传统业务提质增效 2024年，汇绿生态通过优化业务结构、强化成本管控，实现了稳健的财务表现。年报显示，2024年，公 司实现营业收入5.87亿元；归母净利润6530万元，同比增长13.85%。 其中园林工程业务收入占比80.42%，尽管受行业下行影响收入同比下滑21.07%，但通过精细化管理， 毛利率维持在14.97%。园林设计和苗木销售业务表现亮眼，园林设计收入增长18.71%至4387.76万元， 苗木销售增长42.80%至7105.08万元，成为新的增长点。 在光通信行业快速发展的背景下，钧恒 ...

以下文章来源于36氪汽车 ，作者徐蔡钰 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 在智能化时代硬磕性能。 文 ｜ 徐蔡钰 编辑 ｜ 李勤 杨轩 来源｜ 36氪汽车（ID：EV36kr） 封面来源 ｜ IC photo 小米汽车，在欧洲寻求技术与市场的新突破。 36氪独家获悉，小米汽车正稳步推进欧洲布局。在德国慕尼黑，小米建立了一个汽车研发中心，目前，该研发中心规模不足50人，主要成员均为管理层及业 务专家。 此外，小米还有意继续挖掘设计人才，在欧洲孵化一个新的汽车设计中心。 36氪就此消息向小米汽车求证，小米官方确认了欧洲研发中心的存在，但否认了欧洲销售体系。 欧洲研发中心的建立，对小米汽车而言不仅是研发能力的扩充，更是品牌差异化的战略布局。 赛道，通常是新品牌吸引大众眼球的起点。如今，行业竞争已从电动化发展到智能化。奔驰、宝马、保时捷等一众国外豪华品牌，都在追赶智能座舱、智能 驾驶的研发。 在智能化的花样竞赛中，小米却选择了一条传统汽车品牌的"老路"：继续挑战赛道，深耕汽车性能研发。 布局欧洲研发 小米瞄准高性能调校能力 有知情人士告诉36氪，小米汽车慕尼黑研发中心目前没有大规 ...

Core Viewpoint - The company, Sichuan Haite High-tech Co., Ltd., is a leading high-tech enterprise in China specializing in the research and development of high-end core equipment, aviation engineering technology and services, and high-performance integrated circuit design and manufacturing [3][4][13]. Company Overview - The company is the first private aviation product research and technology service company in China, holding various licenses for transport aircraft, business jets, and aviation component maintenance [3][4]. - It has developed advanced research facilities and a comprehensive technical system over 30 years, establishing a solid foundation for sustainable high-quality development [3][4]. Main Business Segments High-end Core Equipment Development and Support - The company focuses on the development and support of D-level full-motion flight simulators, oxygen systems for commercial aircraft, digital control systems for aviation engines, and eVTOL simulation and training solutions [4][5][6]. - It has successfully developed and delivered full-motion flight simulators for Airbus A320 and Boeing 737 models, and is actively working on domestic commercial aircraft simulators [4][5]. Aviation Engineering Technology and Services - The company is the largest private aircraft maintenance, repair, and overhaul (MRO) enterprise in China, providing services such as aircraft major repairs, cargo conversion, and aircraft painting [8][9]. - It has received multiple certifications from major aviation authorities, including FAA and EASA, and is recognized as the largest business jet maintenance provider in the Greater China region [8][9]. Integrated Circuit Design and Manufacturing - The company has a stake in Huaxin Technology, which operates the first 6-inch compound semiconductor production line in China, focusing on high-performance integrated circuits for various applications, including 5G and electric vehicles [13]. Financial Data and Indicators - The company has not required retrospective adjustments or restatements of previous financial data, indicating stable financial reporting practices [14][43]. - The first quarter report for 2025 has not been audited, but the company assures the accuracy and completeness of its financial disclosures [46].

Company Overview - The company is dedicated to the research, production, and sales of semiconductor packaging materials, specifically epoxy molding compounds and electronic adhesives, and is one of the few specialized factories in China for chip-level solid and liquid packaging materials [8][9] - The main products include epoxy molding compounds and electronic adhesives, which are widely used in semiconductor packaging and board-level assembly [9][12] Business Model - The company employs a research and development model focused on optimizing the formulation and production processes of semiconductor packaging materials [10] - The procurement model involves a dedicated procurement department that collaborates with various departments to select suppliers and manage material needs [10] - The production model combines sales-driven production with demand forecasting to ensure alignment between production plans and sales [11] - The sales model is customer-centric, primarily targeting direct customers while also engaging with trading partners, with a strong sales presence in East China, Southwest China, and South China [11] Industry Position - Since its establishment in 2010, the company has focused on the R&D and industrialization of semiconductor packaging materials, achieving significant technological advancements and market recognition [19] - The company is recognized as a national high-tech enterprise and has established stable partnerships with leading industry players, enhancing its market share and brand influence [19] Financial Performance - In the reporting period, the company achieved operating revenue of 331.63 million yuan, a year-on-year increase of 17.23%, and a net profit attributable to shareholders of 40.06 million yuan, up 26.63% year-on-year [24] Profit Distribution Plan - The company plans to distribute a cash dividend of 2.00 yuan per 10 shares (including tax) for the 2024 fiscal year, with a total proposed cash dividend amounting to approximately 24.13 million yuan, representing 60.23% of the net profit attributable to shareholders [55][54]

如果您希望可以时常见面，欢迎标星收藏哦~ 2024年，AI引发的芯片需求全面爆发，半导体产业结构性转型持续演进。在这一年，台积电 再次交出了一份亮眼答卷：不仅巩固了其技术领先地位，还在产能、营收、客户结构与全球 战略布局方面全面开花，成为当前全球最具战略纵深的半导体企业。 透过其刚刚发布的2024年年报，我们可以更清晰地看到：在这场以AI为主引擎的产业变革 中，台积电正以技术为根基、制造为核心、生态为延伸，持续构筑属于自己的"护城河"。 AI爆发年，台积电"稳稳赢麻" 2024年，尽管全球经济仍充满不确定性，传统消费电子市场复苏缓慢，但AI相关芯片的需求却持 续强劲，推动晶圆代工行业走出低谷，重回成长轨道。台积电成为最大受益者之一。 年报显示，2024年台积电全年合并营收达900亿美元，同比增长30%；税后净利达365亿美元，同 比大幅增长35.9%。毛利率达到56.1%，营业利益率达45.7%，皆创历史新高。 作为全球晶圆代工产业的龙头，台积电已经在业内建立起不可动摇的地位。台积电在IDM 2.0产业 （包括了封装、测试和光罩制造等更多环节）中 占据34%的市场份额 ，较2023年的28%显著提 升，进一步 ...