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中国电科打造可信供应链 助力中国“芯”驱动中国车
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-16 06:59
Core Viewpoint - The article emphasizes the importance of mastering key technologies and maintaining control over the manufacturing sector, particularly in the automotive industry, where China is accelerating its leadership in the global electric vehicle market. The urgent need to address the domestic automotive chip supply chain issues is highlighted [1]. Group 1: Chip Development and Innovation - China Electronics Technology Group Corporation (CETC) is advancing its business layout to create a reliable and low-cost automotive chip supply chain, focusing on key technology development for "bottleneck" chips [1][2]. - CETC has achieved significant milestones in the development of various automotive chips, including over 50 types across seven categories, with 12 new models certified and 8 key products included in industry recommendations for mass production [2]. - The company has successfully supplied over 10 million power chips, meeting the needs of more than 2.5 million electric vehicles, and has made breakthroughs in SiC MOSFET technology [2]. Group 2: Application and Verification - CETC is actively optimizing designs and validating domestic chips in various automotive systems, delivering over 9 million automotive electronic products to mainstream car manufacturers [3]. - The company has developed a T-BOX production line that utilizes self-developed control chips for automated production, enhancing the integration of various sensing technologies in intelligent driving products [3]. Group 3: Software Adaptation and Ecosystem - In 2024, CETC was recognized as one of the first central state-owned enterprises to contribute to open-source ecosystem construction, launching the "EasyXMen" safety vehicle control operating system [4]. - The company has completed the adaptation of 17 chip models within its vehicle control operating system, facilitating the integration of advanced driver-assistance systems (ADAS) and other applications [4]. Group 4: Production Capacity and Technological Advancements - CETC has made significant technological breakthroughs in chip manufacturing processes, covering various technologies such as E-flash, CMOS, and SiC MOSFET, to meet the demand for automotive chips [5]. - The establishment of a reliable supply chain for automotive chips is supported by the completion of quality certification for multiple production lines, including a 6-inch specialty analog integrated circuit line [5]. Group 5: Strategic Planning and Resource Allocation - CETC is actively undertaking numerous major tasks and projects, leveraging national and local financial support, and planning to introduce social equity investment funds to bolster automotive chip technology and industry development [6]. - The company aims to cultivate new productive forces and advantages through targeted technological breakthroughs and product development [6]. Group 6: Quality Assurance and Standards - CETC has achieved multiple quality management certifications and is advancing the certification of core chips for functional safety, enhancing its capability to support high-quality transformation [7]. - The company is committed to implementing national policies and advancing the automotive chip business to ensure the safety of the supply chain [7].
数千万元!追光生物完成天使+轮融资,加速光电镊等技术产业化进程
仪器信息网· 2025-06-16 06:16
利用光电镊及全自动微流控芯片原理,在实现高通量的同时,节省人工及耗材成本,将不同细胞筛选实验的周期从2-3个月缩短至1-2周。支 持细胞片上原位培养和两个孔板培养,实现全流程自动化;简洁直观的图形操控界面设计和流程步骤选择,轻松实现测试流程自定义;对细胞 全生命周期进行实时全程监控,表征分子以及细胞间的相互作用,不损失细胞活力,得到高质量产出的同时提高实验效率和数据可重现性;对 各个环节拍照成像、数据归档,便于后续溯源。符合GMP设计,自动试剂液位检测、耗材更换和进样针检测和报警。可根据实验室空间选择台 式或立式设备配置,最大限度节省空间;提供正压或负压操作环境,符合ISO Clas s 5等级或BSC Clas s I I生物安全等级。 O p t oBo t ® 1 0 0 0 单 细 胞 光 电 微 流 控 系 统 导读: 本轮募集的资金主要用于追光生物光电微流控产品线的技术升级、生物微机电系统的开发应用以及市场营销网络拓展和服务应用体系完善,推动高端生命 科学仪器的国产化进程。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 近日, ...
又一国产仪器“小巨人”冲刺北交所IPO
仪器信息网· 2025-06-16 06:16
Core Viewpoint - The article discusses the progress of China National Academy of Sciences Shenyang Instrument Co., Ltd. (referred to as Zhongke Instrument) in its efforts to go public on the Beijing Stock Exchange, highlighting its growth potential and strategic importance in the high-end equipment sector [4][6]. Group 1: Company Overview - Zhongke Instrument was established in 2001 and specializes in the research, development, and sales of dry vacuum pumps and vacuum scientific instruments, serving industries such as semiconductors, optoelectronics, and new energy [4][5]. - The company has a historical background dating back to 1958, originally part of the Chinese Academy of Sciences, and has contributed to significant national technology projects [5]. Group 2: Financial Performance - In the 2024 fiscal year, Zhongke Instrument reported a revenue of 1.082 billion yuan, representing a year-on-year growth of 27.06%. The net profit reached 193 million yuan, indicating strong growth and profitability [5]. Group 3: Shareholding Structure - Zhongke Instrument is primarily controlled by Guokexiyuan Holdings Co., Ltd., which is in turn controlled by the Chinese Academy of Sciences, holding a 35.21% stake in the company [5]. Group 4: Management Changes - During the counseling period for the IPO, Zhongke Instrument made significant adjustments to its board and management, including the appointment of a new chairman and general manager [6]. Group 5: Future Prospects - The completion of the counseling work by招商证券 marks a significant milestone for Zhongke Instrument's potential listing on the Beijing Stock Exchange, which could accelerate its technology development and enhance its competitiveness in the domestic high-end equipment market [6].
半导体ETF(159813)连续3天净流入,最新份额创近3月新高!
Xin Lang Cai Jing· 2025-06-16 06:09
Group 1 - The semiconductor ETF (159813) has shown a 34.35% increase over the past year as of June 13, 2025, with a recent price of 0.75 yuan and a trading volume of 84.75 million yuan [1][2] - The semiconductor ETF has experienced a net inflow of funds totaling 199 million yuan over the past three days, with a peak single-day inflow of 122 million yuan [1][2] - The top ten weighted stocks in the National Semiconductor Chip Index (980017) account for 66.85% of the index, including companies like SMIC, Cambricon, and Huagong Technology [3] Group 2 - Demand for standard servers from cloud service providers remains robust, with increased orders for DDR4 storage driven by AI server applications [2] - The semiconductor market is expected to benefit from strong AI demand, rising storage prices, and opportunities for domestic substitution, particularly as prices for DDR3 and DDR4 products have increased since March 2025 [2] - The semiconductor ETF closely tracks the National Semiconductor Chip Index, reflecting the market performance of listed companies in the semiconductor industry [2]
科创板医药、芯片产业突围:联影、龙芯、爱博的资本赋能实践
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-16 03:20
Core Insights - The Sci-Tech Innovation Board (STAR Market) has evolved from a reform "testbed" to a highland for technological innovation, with a focus on six strategic emerging industries, achieving a total of 588 listed companies and a market capitalization exceeding 6.8 trillion yuan by June 2025 [1][2] Industry Overview - The STAR Market is particularly concentrated in the integrated circuit and pharmaceutical sectors, with 119 and 113 listed companies respectively, making it a major listing venue globally outside the US and Hong Kong [2] - The introduction of the "Eight Measures" has further stimulated resource allocation and industrial vitality in these sectors [2] Company Performance - Union Medical (688271.SH) raised 10.988 billion yuan during its IPO in August 2022, using the funds to enhance global expansion and production capacity for high-end medical imaging equipment [3] - The capital raised has significantly supported Union Medical in achieving breakthroughs in core technologies and establishing a complete self-research system for key components [3][4] - Aibo Medical (688050.SH) has experienced continuous revenue and net profit growth since its listing in 2020, with a compound annual growth rate of 39.56% in R&D investment from 2022 to 2024 [5][6] Market Dynamics - The STAR Market has become a key driver of domestic pharmaceutical innovation, with 33 globally new Class 1 drugs launched by STAR-listed companies since 2018, accounting for approximately 14% of all domestic Class 1 drugs approved during the same period [7] - In the integrated circuit sector, STAR-listed companies achieved a combined revenue of 72.182 billion yuan in Q1 2025, representing a 24% year-on-year increase, and a net profit of 4.479 billion yuan, up 73% [7][8] Strategic Developments - Companies like Longxin Zhongke (688047.SH) have accelerated their R&D iterations post-listing, increasing their annual new chip releases from 1-2 to 4-5 [8][9] - The ongoing push for domestic chip production is creating rapid development opportunities for chip companies, with significant growth in revenue and profitability observed [9][10] M&A Activity - The STAR Market encourages mergers and acquisitions as a means for companies to achieve external growth, with several notable cases emerging in 2023 [10][11] - Companies are actively seeking M&A opportunities to enhance their technological capabilities and market presence, with a focus on strategic alignment and operational synergy [11][12]
锁定未来两年订单!一机集团风雷钻具凭实力加冕中石油钻杆类核心供应商
Nei Meng Gu Ri Bao· 2025-06-15 14:48
Core Insights - Wind Thunder Drilling Tools Company has successfully entered the China National Petroleum Corporation (CNPC) 2025 centralized procurement project, ranking second overall, establishing itself as a core supplier within CNPC's supply chain [2] - This marks the second successful procurement entry for Wind Thunder Drilling Tools Company in 2023, following its first-place ranking in March for other drilling products, ensuring a stable revenue stream for the company [2] - The competitive bidding process for CNPC's procurement was rigorous, with Wind Thunder forming a dedicated project team to meet stringent evaluation standards, ultimately achieving a strong performance among hundreds of competitors [2] Industry Impact - The partnership with CNPC is expected to enhance Wind Thunder's production capacity utilization and reduce marginal costs, while also accelerating technological advancements and innovation in high-end drilling tools [3] - The demonstration effect of CNPC's supply chain is anticipated to significantly boost Wind Thunder's brand presence in both domestic and international markets, laying a solid foundation for future expansion into other energy giants' supply chains [3] - This collaboration is expected to further solidify Wind Thunder's leading position in the domestic drilling tools market [3]
【兴证计算机】从火山Force原动力大会看大厂AI生态
兴业计算机团队· 2025-06-15 14:15
聚焦核心龙头及边际变化。 当前,正进入半年末,市场风险偏好波动可能加大,确定性将成为投资的核心抓手。 对计算机行业而言,目前板块位置及持仓水平较低,建议从两方面把握确定性: 1 )底部的核心龙头,特别是 AI 及国产化领域的龙头; 2) 边际变化较大的细分领域及个股。 点击上方"公众号"可订阅哦! 兴业证券计算机小组 蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨 本周观点聚焦 周观点 持续聚焦核心龙头及边际变化 桂 杨 SAC执业证书编号:S0190524040005 1、本周 观 点: 持续聚焦核心龙头及边际变化 2、深度跟 踪 : 从火山 Force 原动力大会看大厂 AI 生态 使用本研究报告的风险提示及法律声明 兴业证券股份有限公司经中国证券监督管理委员会批准,已具备证券投资咨询业务资格。 本报告仅供兴业证券股份有限公司(以下简称"本公司")的客户使用,本公司不会因接收人收到 本报告而视其为客户。本报告中的信息、意见等均仅供客户参考,不构成所述证券买卖的出价或征价 邀请或要约。该等信息、意见并未考虑到获取本报告人员的具体投资目的、财务状况以及特定需求, 在任何时候均不构成对任何人的个人推荐。客户应 ...
恒运昌科创板IPO获受理 拟募资15.5亿元
Zheng Quan Shi Bao Wang· 2025-06-15 11:30
据了解,等离子体射频电源系统是半导体设备零部件国产化最难关卡之一,技术壁垒高、研发投入大、研发周期长、生产的"精确复制"要求极 高,因而国产化率极低。根据弗若斯特沙利文统计,2023年中国大陆半导体领域等离子体射频电源系统的国产化率不足7%,属于被"卡脖子"最严 重的环节之一。 恒运昌聚焦于等离子体射频电源系统的技术攻关,历经十年,先后推出CSL、Bestda、Aspen三代产品系列,成功打破了美系两大巨头MKS和AE 长达数十年在国内的垄断格局。恒运昌自主研发的第二代产品Bestda系列可支撑28纳米制程,第三代产品Aspen系列可支撑14纳米先进制程,达到 国际先进水平,填补国内空白。与此同时,国内主要晶圆厂被美国商务部列入实体清单后,无法向原海外设备供应商采购备件或申请维修服务, 恒运昌为此承接了进口等离子体射频电源系统的原位替换及维修的业务。 恒运昌已具备成熟的规模化量产能力,公司产品已量产交付拓荆科技、中微公司、北方华创、微导纳米、盛美上海等国内头部半导体设备商,并 成为薄膜沉积、刻蚀环节国内头部设备商的战略级供应商。截至2024年末,恒运昌与上述客户已实现百万级收入的自研产品共30款,实现千万级 ...
机械行业周报:看好核聚变、机器人和两机国产化加速-20250615
SINOLINK SECURITIES· 2025-06-15 11:23
行情回顾 本周板块表现:上周(2025/06/09-2025/06/13)5 个交易日,SW 机械设备指数下跌 1.17%,在申万 31 个一级行 业分类中排名第 21;同期沪深 300 指数下跌 0.25%。2025 年至今表现:SW 机械设备指数上涨 6.04%,在申万 31 个一级行业分类中排名第 8;同期沪深 300 指数下跌 1.80%。 核心观点 投资建议 见"股票组合"。 风险提示 宏观经济变化风险;原材料价格波动风险;政策变化的风险。 敬请参阅最后一页特别声明 1 英国政府加码投资可控核聚变,可控核聚变板块迎来内外共振。根据英国政府宣布,对聚变能源研发投资预计 在 5 年内达 25 亿英镑,包括在诺丁汉地区建造世界领先的 STEP 球形托卡马克能源生产项目,推动核聚变发 展。可控核聚变是长期各个国家能源必争之地,本次英国政府加码继续推动了各国家在核聚变领域推进的节 奏,今年以来中国可控核聚变领域进入资本开支扩张周期,我国可控核聚变正处于实验堆建设、工程堆验证阶 段;看好可控核聚变产业在"十五五"期间有望进入密集的资本开支期,看好可控核聚变板块资本开支扩张带 来的投资机会。 1X 发布 Redw ...
广信科技(920037):北交所新股申购策略报告之一百三十三:绝缘纤维材料“小巨人”-20250615
Shenwan Hongyuan Securities· 2025-06-15 09:40
策 略 研 究 新股申购 2025 年 06 月 15 日 广信科技(920037):绝缘纤维材 料"小巨人" ——北交所新股申购策略报告之一百三十三 本期投资提示: 相关研究 - 证券分析师 刘靖 A0230512070005 liujing@swsresearch.com 研究支持 郑菁华 A0230123060001 zhengjh@swsresearch.com 联系人 郑菁华 (8621)23297818× zhengjh@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 请务必仔细阅读正文之后的各项信息披露与声明 申 购 策 略 证 券 研 报 告 ⚫ 基本面:绝缘纤维材料制品"小巨人"。公司 2004 年成立,总部位于湖南邵阳,主要产 品为绝缘纤维材料及其成型制品,下游覆盖输变电系统、电气化铁路及轨道交通牵引变压 系统、新能源产业以及军工装备等领域。持续注重研发,掌握多项行业核心技术。公司是 国内少数具备 750kV 以上特高压等级绝缘纤维材料(含整体出线装置)产品生产能力的 企业之一,同时,公司早在 2009 年研发设计的超高压绝缘纤维材料打破了这一领域的国 外技 ...