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趋势研判!2025年中国滤波器行业发展历程、产业链、市场规模、重点企业经营情况及发展趋势分析:滤波器市场持续扩大,国产化进程加速推进[图]
Chan Ye Xin Xi Wang· 2025-05-21 01:22
Core Insights - The filter industry is increasingly vital in the RF front-end market, especially driven by 4G and 5G technologies, impacting communication signal purity and device performance [1][17] - The global filter market is experiencing steady growth, with a compound annual growth rate (CAGR) of 8.04% from 2018 to 2022, and is projected to reach $9.204 billion by 2025 [1][17] - The demand for filters is expected to surge with the proliferation of 5G smartphones and the commercialization of 6G frequency bands [1][17] Industry Overview - RF front-end components include power amplifiers, low-noise amplifiers, RF switches, filters, duplexers, and antenna tuners, with filters being the largest segment [3] - Filters are essential for eliminating unwanted noise and ensuring effective signal processing [3][15] Industry Development History - The filter industry in China has evolved through four stages, from reliance on imported technology in the 1980s to significant domestic advancements in the 2020s, particularly in the context of 5G commercialization [7] - Domestic companies have made breakthroughs in SAW and BAW filters, although high-end technology still relies on imports [7][19] Industry Chain - The filter industry has a complete supply chain, including raw material supply (copper, aluminum), manufacturing processes, and diverse applications in communication, automotive, and consumer electronics [9] - The demand for filters is growing due to advancements in 5G, IoT, and AI technologies [9] Key Companies - Major players in the filter market include international giants like Broadcom, Qorvo, and Murata, alongside domestic firms such as Wuhan Fangu and Dafu Technology, which are gaining market share through innovation [19][20] - Wuhan Fangu reported a revenue of 252 million yuan in 2024, a 37.7% increase year-on-year [22] - Dafu Technology's revenue from RF products reached 1.161 billion yuan in 2024 [24] Industry Trends - Continuous technological upgrades are expected, with a focus on higher frequencies, lower losses, and smaller sizes, driven by new materials like GaN and LTCC [26] - The application scope of filters is expanding beyond traditional uses to include automotive, industrial automation, and emerging fields like low-orbit satellite communication [27] - The acceleration of domestic substitution is a key driver for future industry growth, with expectations for Chinese companies to increase their global market share significantly by 2030 [29]
商道创投网·会员动态|鹏鹄物宇·完成近亿元A轮融资
Sou Hu Cai Jing· 2025-05-20 16:34
Group 1 - The core viewpoint of the article highlights that Beijing Penghu Wuyu Technology Development Co., Ltd. has recently completed nearly 100 million RMB in Series A financing led by Wuxi Liangxi Science and Technology Industry Mother Fund and Wuxi Liangxi Aerospace Venture Capital Fund [2] - Penghu Wuyu, established in September 2021, focuses on non-terrestrial network (NTN) communication technology in next-generation communication systems, providing cost-effective integrated network solutions globally through its self-developed 5G NTN satellite IoT communication protocol [3] - The company has applied for over 60 invention patents and has achieved large-scale deployment in 15 countries overseas, showcasing its technological advancements and market reach [3] Group 2 - The funds from this round of financing will primarily be used for the research and development of satellite IoT systems, including enhancements in system sensitivity, maximum transmission rates, and multi-user access capacity [4] - The company aims to advance the research of high-low orbit integration and star-ground integration technologies, while developing industry application terminals and cloud platforms for sectors such as industrial IoT, asset monitoring, environmental monitoring, and emergency rescue [4] Group 3 - The investment in Penghu Wuyu is based on its leading position and strong technical capabilities in the 5G NTN technology field, with significant achievements in technology research and large-scale applications in overseas markets, indicating substantial market potential [5] - The team behind Penghu Wuyu is noted for its strong execution and innovation capabilities, making it a highly valuable investment in the sector [5] Group 4 - This investment event reflects the current venture capital ecosystem's high attention to cutting-edge technology fields, supported by government policies promoting the development of commercial aerospace and satellite communication technologies [6] - The investment in Penghu Wuyu not only recognizes its technical strength but also demonstrates confidence in its future market potential, serving as an inspiration for other entrepreneurs to explore innovative paths in emerging sectors [6]
603306,重大重组!明日起停牌
第一财经· 2025-05-20 15:55
2025.05. 20 本文字数:1191,阅读时长大约3分钟 5月20日,华懋科技发布公告称,公司拟购买深圳市富创优越科技有限公司(以下简称富创优越) 100%股权,预计构成重大资产重组,公司股票将 自 明日 起 停牌。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 603306 | 华懋科技 | A 股 停牌 | 2025/5/21 | | | | | 113677 | 华懋转债 | 可转债债券停牌 | 2025/5/21 | | | | | 113677 | 华懋转债 | 可转债转股停牌 | 2025/5/21 | | | | 预计停牌不超过10个交易日 公告显示,华懋科技正在筹划通过发行股份及支付现金(含部分现金由华懋科技全资子公司支付)的 方式,购买富创优越19.4519%股权及富创优越股东深圳市洇锐科技有限公司(该公司持有富创优 越26.2588%股权)100%股权、深圳市富创优越壹号企业管理合伙企业(有限合伙)(该合伙企业 持有富创优越12.1 ...
华懋科技20250520
2025-05-20 15:24
华懋科技 20250520 摘要 • 华懋科技扣非利润显著增长,2024 年增速达 55%-61%。全球安全气囊 市场预计到 2031 年将超过 17 亿美元,市场前景广阔,为公司传统主业 提供稳定增长动力。 • 公司国内市场占有率约为 30%,面临韩国科隆、韩国小星、日本丽人等竞 争对手。通过技术创新和市场拓展,有望进一步巩固和提升市场地位。 • 华懋科技积极布局 AI 领域,收购富创优越 42%股份,并计划进一步收购 剩余股份,整合光通信及泛 AI 业务资源,加速硅光 CPO 等下一代光通信 技术研发与应用。 • 预计 2025 年至 2027 年,华懋科技泛 AI 业务规模将分别达到 6 亿元、 7.78 亿元和 9.47 亿元,AI 业务有望成为公司业绩增长的新引擎。 • 2024 年公司营收 22.1 亿元,同比增长 7.7%,利润 2.77 亿元,同比增 长 14.6%。2025 年一季度营收 5.4 亿元,同比增长 14.4%,利润 0.8 亿 元,同比增长 60.3%,财务状况稳健增长。 • 公司积极拓展海外市场,已在越南开设工厂,并计划在欧洲建立新工厂, 目标形成双工厂超 40 亿产值的布局 ...
通宇通讯(002792) - 002792通宇通讯投资者关系管理信息20250520
2025-05-20 12:05
投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 投资者网上提问 | | 时间 | 年 月 日 2025 5 20 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net)采 | | | 用网络远程的方式召开 2024 年度业绩说明会 | | 公司接待人员 | 吴中林 董事长(代行财务总监) | | 姓名 | 黄华 董事会秘书 曹瑜强 独立董事 | | | 公司于 2025 年 5 月 20 日 15:00-17:00 在全景网举办了"2024 | | | 年度网上业绩说明会",主要问题及答复如下: | | | 1、高管您好,请问您如何看待行业未来的发展前景?谢谢。 | | | 答:您好,非常感谢您对公司的关注和支持!通信设备行业未 | | | 来发展前景广阔,主要受益于 5G 持续深化与 5G-A 商用加速,推动 | | | 基站天线、射频器件等需求增长;同时,云计算、物联网、低 ...
金信诺(300252) - 300252金信诺投资者关系管理信息20250520
2025-05-20 12:05
证券代码:300252证券简称:金信诺 | 投资者关系活动类别 | ☐特定对象调研 | ☐分析师会议 | | --- | --- | --- | | | ☐媒体采访 | 业绩说明会 | | | ☐新闻发布会 | ☐路演活动 | | | ☐现场参观 | | | | ☐其他(请文字说明其他活动内容) | | | 参与单位名称及人员姓名 | 线上参与公司2024年度业绩说明会的投资者 | | | 时间 | 2025年05月20日15:00-17:00 | | | 地点 | 价值在线(https://www.ir-online.cn/)网络互动 | | | | 董事、董事长黄昌华 | | | | 独立董事黄文锋 | | | 上市公司接待人员姓名 | 董事、总经理余昕 | | | | 副总经理、董事会秘书、代理财务总监伍婧娉 | | | | 1.能不能介绍一下子公司深圳讯诺科技有限公司去年的业务情 况 | | | 投资者关系活动主要内容 | 答:尊敬的投资者您好,子公司深圳讯诺2024年实现营业收入3.44亿 | | | 介绍 | 元,2023年营业收入为1.73亿元,同比增长98.84%。深圳讯诺整体 | | | ...
瀛通通讯(002861) - 2025年5月20日投资者关系活动记录表
2025-05-20 10:10
证券代码:002861 证券简称:瀛通通讯 瀛通通讯股份有限公司 投资者关系活动记录表 编号:2025-001 展现年、市值管理提质年、研发创新竞争年、成本细节管 控年"六个年为行动指南,持续推进全面预算考核、大客 户服务提升、幸福企业打造等常态化工作,制定具体可行 的执行方案,并从组织、制度、人才三个维度提供坚实保 障。公司依托政策导向,把握市场脉搏,坚持以客户为中 心,将进一步加强内部管理,精准优化资源配置,不断提 升核心竞争力,推动运营效率实现从有效到高效的质的飞 跃。同时,公司将落实2025年度重点工作计划,争取更好 地完成各项经营指标,实现公司稳健、可持续及高质量增 长,为公司及广大股东带来良好的回报。有关公司经营情 况,还请关注公司后续披露的定期报告或相关公告。感谢 您的关注! 2.2024年公司归属于上市公司股东的净利润同比增 长117.02%,请问一下利润增长的主要驱动因素是什么? 答:尊敬的投资者,您好!2024年,公司实现净利润 1,345.45万元,较上年同期上升117.02%。公司经营业绩 有所提升,主要驱动因素系公司集中优势资源,聚焦服务 全球科技和消费电子行业内的头部客户,通过建立 ...
“专网通信”案余波未平,宏达新材成“老赖”,业绩持续下滑盈利能力堪忧
Hua Xia Shi Bao· 2025-05-20 08:35
Core Viewpoint - ST Hongda (宏达新材) continues to face repercussions from the "special network communication" case, leading to its designation as a dishonest executor due to unpaid debts and ongoing financial losses [2][4][5]. Group 1: Legal Issues - ST Hongda was declared a dishonest executor by the court due to failure to pay a debt of 42.22 million yuan to Shanghai Hongzi, which was pursued by Shanghai Aoyin Investment [3][4]. - The company has been involved in multiple lawsuits, with 182 cases filed against it, totaling over 22 million yuan, indicating severe legal challenges [5][6]. - The company has submitted a request to suspend execution of the court's orders, but the ongoing legal issues are expected to impact its cash flow and operational stability [4][6]. Group 2: Financial Performance - ST Hongda has reported continuous losses for seven years, with net profits expected to remain negative in 2023 and 2024, and a significant decline in its non-recurring net profit over the past seven years [5][7]. - In Q1 2025, despite a 111.25% increase in revenue to 97.52 million yuan, the net profit dropped by 92.16% to -3.28 million yuan, highlighting ongoing financial distress [7]. - The company's asset-liability ratio reached 94.71%, an increase of 18.37% year-on-year, indicating a precarious financial position [7]. Group 3: Operational Challenges - The company is facing challenges in recovering receivables, particularly from subsidiaries, which have been complicated by ongoing legal disputes [7][8]. - Experts suggest that the company needs to address historical issues, including financial misconduct and contract disputes, to restore market confidence [8]. - Recommendations for improvement include optimizing business structure, enhancing core competitiveness, and potentially bringing in strategic investors to support financial recovery [8].
小米“造芯”,为什么选择了3nm?有网友疑虑:代工咋办?
新浪财经· 2025-05-20 01:18
以下文章来源于每日经济新闻 ,作者每经记者 每日经济新闻 . 中国主流财经全媒体。互联网新闻信息服务许可证编号:51120190017 。 5月19日,小米集团创始人雷军发布微博回顾小米"造芯"之旅,同时抛下一枚重磅炸弹:小 米玄戒O1采用第二代3nm工艺制程,比此前业界猜测的7nm、4nm先进了一大截。 振芯荟联合创始人张彬磊告诉《每日经济新闻》记者,芯片制程技术对于手机芯片性能至关 重要,从28nm的智能手机芯片到5G手机的7nm及以下制程芯片,每一代技术的进步都带 来了显著的性能提升。 为何花费高昂代价追赶高阶工艺?在业内看来,对小米自身来说,拿下3nm将增加其与芯片 供应厂商谈判的筹码。战略层面,自研芯片为小米提供了应对供应链风险的备选方案,同时 也是对抗被贴上"依赖进口"标签的一种防御措施。 不过,从产品销量和市占率的角度看,这一决策预计短期影响不大,未来代工能力仍是制约 关键。一旦这一瓶颈得以突破,小米芯片团队积累的经验就更能派上用场。此外,随着5G 手机的普及和未来6G通信技术的迭代,先进的制程工艺成为手机芯片的关键,小米的选择 给后续优化留出了空间,也避免了重复劳动。 业内:通信技术加速迭代 ...
全球首个双重加密量子密码体系发布
Ke Ji Ri Bao· 2025-05-19 23:41
Core Viewpoint - China Telecom Quantum Group has launched the world's first distributed cryptographic system that integrates Quantum Key Distribution (QKD) and Post-Quantum Cryptography (PQC), providing end-to-end quantum-resistant key distribution and lifecycle management, now commercially viable [1][2]. Group 1: Technology and Infrastructure - The "QKD+PQC" distributed cryptographic system employs a three-layer decoupled architecture consisting of the quantum network layer, cryptographic service layer, and application access layer, ensuring physical security for cross-domain key distribution [2]. - The system has been validated in multiple scenarios, marking a significant step towards scalable commercial use of integrated cryptographic technology in China [2]. - China Telecom has established the world's first integrated quantum security infrastructure, supporting the development of quantum security services [2]. Group 2: Implementation and Impact - The Hefei Quantum Metropolitan Area Network, built by China Telecom Quantum Group, is the largest and most comprehensive quantum secure communication network globally, covering 1,147 kilometers of quantum key distribution fiber [3]. - This network serves approximately 500 government agencies and 380 state-owned enterprises, significantly enhancing information security in sectors such as government, finance, and public services [3].