内容概况：作为半导体封装环节的核心设备，塑封机的技术升级与产业布局深刻影响着中国半导体产业 链的自主化进程。2025年1-4月，中国半导体塑封机进口金额为3144.82万美元，同比增长29.46%；出口 金额为1605.21万美元，同比下降28.05%。进口增长方面，一是国内先进封装产能扩张，尤其是第三代 半导体（SiC、GaN）封装线建设，对日本东和半导体、荷兰ASMPT等企业的超高压塑封机需求激增。 二是高端设备国产替代率不足，500MPa级超高压成型机、激光辅助成型设备等仍依赖进口，单台设备 价格超50万美元，推高进口总额。出口下降则反映全球市场压力。一方面，东南亚、印度等新兴市场本 土封装厂崛起，以价格优势挤压中国设备出口；另一方面，美国《芯片与科学法案》限制中国设备进入 高端市场，叠加欧盟碳关税（CBAM）政策，导致出口成本上升。此外，国产设备在稳定性、精度 （±1μm以下）等指标上仍落后于国际巨头，难以满足台积电、三星等大客户要求。 相关上市企业：耐科装备（688419）、三佳科技（600520）、长电科技（600584） 相关企业：衡所华威电子有限公司、北京科化新材料科技有限公司、宁波博威合金材 ...

Core Viewpoint - The BNC connector is gaining traction in the market due to its robust connection, excellent vibration resistance, and ease of use, making it ideal for frequent connection and disconnection scenarios. The market for BNC connectors in China is expected to grow from 340 million yuan in 2020 to 502 million yuan by 2024, driven by technological advancements and expanding application scenarios [1][13]. Industry Overview - The BNC connector, named after its inventors Paul Neill and Carl Concelman, is widely used for video and audio signal transmission. It is known for its durability, ease of installation, and strong anti-interference capabilities, making it suitable for various communication systems [3]. - BNC connectors are categorized into several types, including BNC terminators, BNC-T connectors, BNC cable connectors, and BNC barrel connectors, each with distinct performance and applications [3]. Industry Chain - The upstream of the BNC connector industry includes raw materials such as metals and plastics, with copper being the most commonly used material due to its excellent conductivity. The production process involves coating copper with a layer of oxidation-resistant metal to enhance durability [7]. - The midstream involves the manufacturing of BNC connectors, while the downstream encompasses various application fields, including aerospace, military equipment, telecommunications, computers, automotive, and household appliances [7]. Market Demand and Growth - The overall supply and demand for BNC connectors in the market are currently balanced. However, with ongoing technological iterations and expanding application scenarios, the demand for BNC connectors is expected to continue growing [13]. - The number of mobile phone base stations in China is projected to reach 12.65 million by the end of 2024, with significant increases in both 4G and 5G base stations, further driving the demand for BNC connectors [10]. Competitive Landscape - Major global manufacturers of BNC connectors include Amphenol, Tek, Belden, MOLEX, and Hirose, with MOLEX holding a significant market share. In China, the market is primarily composed of small to medium-sized enterprises, leading to a low industry concentration [15]. - Key domestic players include Desuo Precision Industry, Kelong Electronics, Yuanou Electronics, and Renhao Weiye, which are focusing on enhancing R&D and product innovation to strengthen their competitive edge [15]. Development Trends - The BNC connector industry is witnessing trends towards miniaturization and high integration, with manufacturers developing smaller versions like "Micro BNC" connectors to meet the needs of portable and embedded systems [21]. - The rise of IoT technology is driving the intelligent development of BNC connectors, integrating sensors and smart chips for real-time monitoring and remote management capabilities [24]. - The application range of BNC connectors is expected to expand into new emerging fields, continuing to drive growth in related industries [25].

（原标题：今日看点｜2025陆家嘴论坛将举行） 经济观察网讯 6月18日重点关注的财经要闻与资本市场大事： 6月18日下午3时，国新办将举行"新征程上的奋斗者"中外记者见面会，优秀教师代表围绕"大力弘扬教 育家精神 加快建设教育强国"与中外记者见面交流。 4、14.23亿元市值限售股今日解禁 6月18日，共有11家公司限售股解禁，合计解禁量为9364.3万股，按最新收盘价计算，合计解禁市值为 14.23亿元。 从解禁量来看，3家公司解禁股数超千万股。新安股份、上海沿浦、美农生物解禁量居前，解禁股数分 别为5662.51万股、1726.03万股、1096.79万股。从解禁市值来看，3家公司解禁股数超亿元。上海沿 浦、新安股份、美农生物解禁市值居前，解禁市值分别为4.8亿元、4.58亿元、2.17亿元。 5、31家公司披露回购进展 6月18日，31家公司共发布31个股票回购相关进展。其中，6家公司股东提议回购公司股份，5家公司首 次披露股票回购预案，1家公司回购方案获股东大会通过，6家公司披露股票回购实施进展，13家公司回 购方案已实施完毕。 1、2025陆家嘴论坛将举行 6月18日至19日，2025陆家嘴论坛将 ...

天地数码 20250617 摘要 天地数码作为热转印碳带龙头企业，受益于物联网发展和一物一码趋势， 市场规模稳定增长，全球市场约 120 亿元，公司全球份额占比约 5%， 排名第四，高端产品突破是未来增长关键。 天地数码在中低端蜡基碳带市场具备技术和成本优势，是国内标准制定 者；通过自主研发和外部合作，高端产品技术水平不输外资企业，产品 品类齐全，性价比高，成本控制能力强。 公司采用经销模式，经过多年积累，已建立覆盖全球的销售渠道，并在 多国设立子公司，海外市场占比高，客户粘性强，渠道优势构成核心竞 争力。 收购维森智能补齐了高端产品线，实现积极协同效应，维森智能收入从 2022 年的 5,840 万元增长到 2024 年的 1.5 亿元，净利润显著增长， 为公司发展提供强劲动力。 公司面临需求旺盛但产能不足的问题，规划在芜湖新建生产基地，预计 2025 年第四季度投产，届时总产能将大幅提升，同时优化产品结构， 提升溢价能力。 Q&A 天地数码未来成长空间如何？ 天地数码未来成长空间主要依赖于其高端产品突破，通过抢占外资企业市场份 额来提升自身份额。目前公司在普通蜡基碯上具备强大的技术储备与实力，是 国内热转 ...

Core Viewpoint - The article emphasizes the importance of urban health checks, likening cities to individuals that require regular assessments to identify and address issues affecting their competitiveness and sustainability [4][5]. Group 1: Urban Health Check Implementation - Urban health checks are essential for identifying key issues within cities, including housing, community facilities, and urban infrastructure [5][6]. - The Ministry of Housing and Urban-Rural Development has initiated a comprehensive urban health check across cities, aiming to enhance the breadth and depth of these assessments [4][6]. - A structured mechanism involving city governments, relevant departments, and third-party professionals is established to conduct these health checks [6][9]. Group 2: Indicators and Assessment Criteria - The health check framework includes 61 basic indicators across four dimensions: housing, communities, streets, and urban areas [5][7]. - Local governments are encouraged to customize the basic indicator system with unique local indicators to address specific urban challenges [7][12]. Group 3: Community Involvement - Citizens are actively engaged in the urban health check process, providing valuable insights and feedback on local issues [8][10]. - Various methods, such as surveys and community meetings, are employed to gather public opinions and suggestions for urban improvements [9][10]. Group 4: Technological Integration - The integration of advanced technologies like big data, cloud computing, and AI significantly enhances the efficiency and effectiveness of urban health checks [11][12]. - Cities are developing digital platforms to consolidate data from various sources, enabling real-time monitoring and analysis of urban conditions [11][12]. Group 5: Future Directions and Goals - The urban health check initiative aims to create a closed-loop mechanism for identifying problems, implementing solutions, and evaluating outcomes [4][7]. - Cities are expected to allocate substantial investments for urban development projects based on the findings from health checks, with East Dongying planning 191 billion yuan for 52 key projects by 2025 [9].

张宗亮表示，水利土木工程的发展范式正加速向"数据驱动、智能决策"转型。如何以人工智能、数字孪 生、5G物联等前沿技术赋能工程安全，突破"黑箱预警""被动响应"的瓶颈，构建"感知—分析—决策— 调控"一体化智能体系，已成为行业高质量发展的核心命题。 当今全球气候变化背景下，暴雨、洪涝、干旱、地震等极端灾害频发，重大基础设施安全愈发重要，也 是技术革新与产业升级的重要契机。江苏省科学技术协会副主席夏军表示，江苏是我国水利及土木工程 的强省，构建了全国最密集的水利工程体系。当前，江苏不断加大科技投入，推动产学研协同创新，大 力推动水利、土木行业的智能化转型。 本报讯(记者杨易臻蔡姝雯)6月13日至15日，第十一届水利、土木工程国际学术会议在河海大学举办。 会议围绕"工程安全与智能化"主题，重点探讨数字孪生智能建造和监测、韧性城市等前沿议题。 当前，人工智能、大数据、物联网等新一代信息技术正加速与水利、土木工程深度融合，推动行业向智 能化、绿色化、可持续方向发展。会上，中国工程院院士张宗亮、胡亚安、殷跃平，中国工程院外籍院 士郝洪就相关议题进行主题报告。 推动水利、土木工程转型，开启防灾减灾"新范式"，江苏高校也在不 ...

行情速递 ① 主 板 领 涨 ， 捷 荣 技 术 (+10.03%)/ 东 信 和 平 (+10.02%)/ 恒 宝 股 份 (+10.02%)/ 南 京 熊 猫 (+10.02%)/深华发A (+9.98%)/ ② 创业板领涨，创识科技(+20.02%)/狄耐克(+16.03%)/熵基科技(+14.10%)/ ③科创板领涨，艾为电子(+6.58%)/福立旺 (+5.55%)/神工股份(+5.27%)/ ④活跃子行业，SW通信终端及配件(+1.29%)/SW面板(+0.77%)/ 国内新闻 ①艾邦半导体网，2025Q2由上海芯波设计/云天半导体制造的3D Glass IPD 单个量产项目交付突破壹仟万颗/标志着全球首条3D Glass IPD生产线实现 规模化稳定产出/为AI/汽车电子及物联网应用等领域注入强劲"芯"动力/ ②半导体封装工程师之家，据Tomshardware报道/华为近期提交了一项关 于"四芯片"（quad-chiplet）封装设计的专利申请/该技术或将应用于其下 一代AI芯片——昇腾910D/华为这项"四芯片"设计在架构上与NVIDIA Rubin Ultra有相似之处/但华为正致力于自主研 ...

【导读】京东方拟收购彩虹光电 30% 股权，本次交易挂牌底价为 48.49 亿元 中国基金报记者 李智 6 月 17 日晚间，京东方发布公告称，拟收购咸阳彩虹光电科技有限公司（以下简称彩虹光 电） 30% 股权，本次交易挂牌底价为 48.49 亿元。 拟收购彩虹光电 30% 股权 京东方发布公告称，彩虹股份拟出售所持彩虹光电 30% 股权。为进一步提升公司竞争力，公 司拟收购上述 30% 股权。本次交易挂牌底价为 48.49 亿元。 | 证券代码:000725 | 证券简称:京东方 A | 公告编号:2025-052 | | --- | --- | --- | | 证券代码:200725 | 证券简称:京东方 B | 公告编号:2025-052 | 公告显示，彩虹光电成立于 2015 年，经营范围包括 TFT-LCD 面板和模组、液晶显示器、 电视机、移动终端、平板显示专用设备、仪器仪表及配件的研发、生产、销售、技术服务 等。 京东方表示，本次收购彩虹光电 30% 股权，符合京东方发展战略，能够助力公司继续巩固和 扩大竞争优势，强化京东方在行业内影响力，促进公司业务整体竞争力提升。 业绩重回增长轨道 公开资料 ...

Core Insights - The 2025 Hannover Industrial Fair showcased significant trends in industrial IoT technologies, as analyzed by IoT Analytics, highlighting ten key industrial technology trends that are expected to have a profound impact on the industry. Group 1: AI Integration - Generative AI has become an integral part of industrial software, moving from proof of concept to practical application, with major software companies showcasing integrated GenAI capabilities primarily for code simplification, data analysis, and user support [4] - Agent-based AI is gaining attention but remains in early stages, with many cloud service providers emphasizing their "agent" capabilities, though most demonstrations involve simple automation tasks rather than true autonomous behavior [5] Group 2: Edge Computing and DataOps - Significant innovations in edge computing are occurring, with a complete AI stack migrating to the edge, allowing operational AI to run efficiently on-site, meeting low-latency and compliance needs [6] - The demand for DataOps platforms is surging, evolving from data integration and modeling to becoming key enablers of industrial AI, with data governance now a standard capability [7] Group 3: Predictive Maintenance and 5G - Predictive maintenance (PdM) is shifting from software-centric models to integrated sensor systems, with a focus on sensor quality, coverage, and system compatibility, expanding to previously overlooked asset types [9] - The demand for dedicated 5G is increasing, particularly in specific industries and regions, although widespread adoption is hindered by integration challenges [10] Group 4: Sustainability and Robotics - AI is transforming carbon emission management and ESG compliance processes, enhancing data visibility and optimizing energy consumption on production lines [11][12] - Cognitive capabilities and voice interaction are becoming new trends in robotics, enabling easier collaboration between users and robots through voice commands [13] Group 5: Digital Twins - Digital twins are evolving from virtual mirrors to real-time decision-making assistants, with many companies demonstrating how these systems serve as operational, training, and quality control "real-time copilots" [14]

Domestic News - The State Administration of Foreign Exchange reported that in May, foreign investment in domestic stocks increased further compared to the previous month, with a net inflow of $33 billion in cross-border funds from non-bank sectors [1] - The National Development and Reform Commission announced an increase in domestic gasoline and diesel prices by 260 yuan/ton and 255 yuan/ton respectively, which will raise the cost of driving and logistics [2] - The cross-border e-commerce import and export volume in China is projected to reach approximately 2.71 trillion yuan in 2024, a year-on-year increase of 14%, with exports accounting for about 2.15 trillion yuan, up 16.9% [2] - Shanghai's fixed asset investment from January to May increased by 6.2% year-on-year, with infrastructure investment growing by 19.1% [3] International News - The Iranian government reported nearly 1,500 casualties due to Israeli attacks, which they claim have crossed all red lines [5] - The Bank of Japan decided to maintain its benchmark interest rate at 0.5%, marking the third consecutive time it has kept rates stable, while continuing its bond reduction plan until March 2026 [5] - The World Gold Council's survey indicated that over 95% of central banks expect to continue increasing their gold reserves in the next 12 months [5]