证券代码：300606 证券简称：金太阳 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 国泰海通证券、华福证券、前海开源、诺安基金、西藏信托、 盈科证券、财达资管、峰辰资产、熵一资本、上海复利、朝桦 创业投资 时间 2025年09月24日 10:00-11:00 地点 线上/线下会议 上市公司接待人 员姓名 副总经理、董事会秘书 杜燕艳 证券专员 谢慧仪 投资者关系活动 主要内容介绍 1. 领航电子目前进展情况如何，抛光液产品有什么优势？ 答：您好！领航电子在产品研发与市场拓展方面取得了显 著进展，其核心战略始终坚持以客户当前需求痛点为导向，聚 焦于解决芯片制造中关键材料领域的"卡脖子"问题，特别是 核心产品钨抛光液，填补了该领域国内产业链的空白。目前， 领航电子已建立年产万吨级的产能体系，产品覆盖芯片制造、 半导体晶圆及消费电子领域的抛光液及配方化学品。其中IC、 硅晶圆、碳化硅等半导体级抛光液已完成性能验证并具备量产 能力，多款芯片级抛光液收获了国内FAB厂订单，核 ...

每日经济新闻 广发证券指出，电子和半导体行业在AI等新技术的推动下呈现显著增长趋势。阿里Q2 CAPEX同比 增长220%，大超市场预期，进一步印证算力链需求爆发。半导体行业国产化持续推进，中美贸易摩擦 凸显供应链安全和自主可控的重要性，国内晶圆制造及配套产业环节加速发展势在必行。此外，汽车电 子、新能源、物联网、大数据和人工智能等领域的渗透率提升，为半导体板块提供了重要成长动力。 芯片ETF（512760）跟踪的是中华半导体芯片指数（990001），该指数聚焦于半导体核心产业链， 从市场中选取涉及半导体材料、设备及应用领域的上市公司证券作为指数样本，成分股数量不超过40 只。该指数侧重反映中国半导体产业上游环节如材料与设备的发展状况，具有高技术壁垒和政策支持的 特点，能够较好体现半导体芯片相关上市公司的整体表现。 没有股票账户的投资者可关注国泰CES半导体芯片行业ETF联接A（008281），国泰CES半导体芯 片行业ETF联接C（008282）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文 ...

（三）精密机床轴承 精密机床轴承近几年发展稳定，产品种类主要为精密机床主 轴轴承和滚珠丝杠轴承。 二、磨料磨具业务领域 国机精工集团股份有限公司投资者关系活动记录表 编号：2025—017 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □电话会议 | | | □其他 | | 参与单位名称 | 东兴证券：石伟晶 | | 及人员姓名 | | | 时间 2025 | 年 9 月 23 日 | | 地点 | 国机精工 会议室 | | 上市公司接待 | 董事会秘书：赵祥功 | | 人员姓名 | 投资者关系助理：汪智婷 | | | 1.问：请简单介绍一下公司的主营业务。 | | | 答：国机精工在轴承行业和磨料磨具行业开展业务，提供满 | | | 足国家战略需求的产品、技术和服务，业务涵盖"新材料、基础 | | | 零部件、机床工具、高端装备、供应链管理与服务"五大业务板 | | | 块。总体来看，目前，特种轴承以及超硬材料磨具业务是公司利 | | | 润的主要来源，风电轴承是增 ...

近日，广州市社会科学院与社会科学文献出版社联合发布《广州创新型城市发展报告（2025）》（以下 简称"报告"）。据悉，该课题组于2025年上半年开展了广州高新技术企业问卷调查。调查结果显示，广 州高企超两成通过核心技术实现了国产化替代。 《广州创新型城市发展报告（2025）》 超两成高企实现国产化替代，新材料行业表现突出 样本企业"十五五"时期最看好的产业。图片来源：《广州创新型城市发展报告（2025）》 报告建议，广州要构建具有区域特色的技术预见体系，系统推进产业技术预见。具体来看，要统筹全市 资源，打通数据壁垒，建立产业技术预见常态化工作机制和分级预警机制，鼓励龙头企业牵头绘制产业 技术图谱，构建产业技术预警平台。紧密跟踪智能网联与新能源汽车、生物医药与健康、人工智能、半 导体与集成电路等战略性新兴产业的发展路径，持续关注量子科技、细胞与基因等前沿技术的发展动 向，准确把握新一轮科技革命和产业变革的发展规律。在此基础上，系统识别若干年内可能突破的细分 技术节点，动态更新技术预警清单，并适时面向企业发布，帮助企业了解技术发展方向，提升对产业技 术的精准识别能力。 此外，鼓励科技智库和咨询机构为企业提供更具个 ...

Core Viewpoint - The article discusses the rapid development of the domestic AI chip industry in China, driven by policies promoting localization and self-control, and categorizes companies into three types based on their technology focus: ASIC manufacturers, CPU-focused companies, and those offering full-stack solutions [1][34]. Group 1: AI Chip Classification - AI chips can be categorized into cloud AI chips, edge AI chips, and terminal AI chips, with training and inference chips being the main types [3]. - The main types of AI chips include GPU, FPGA, and ASIC, with GPUs expected to hold 80% of the market share by 2025 according to IDC data [1][2]. Group 2: Performance Metrics - Key performance indicators for AI chips include computing power, power consumption, area, precision, and scalability, with computing power and power efficiency being critical metrics [4][5]. - The common units for measuring computing power are TOPS and TFLOPS, indicating the number of operations per second [4]. Group 3: Domestic AI Chip Landscape - The global AI chip market is dominated by NVIDIA, while domestic companies like Cambricon and Haiguang Information are emerging as significant players [7]. - A comparison of domestic AI chip companies reveals a variety of backgrounds, capitalizations, and funding rounds, indicating a diverse and competitive landscape [8]. Group 4: Company Profiles - Cambricon focuses on a complete product matrix for cloud and edge applications, utilizing a proprietary instruction set architecture optimized for deep learning tasks [10][11]. - Haiguang Information specializes in high-end processors, with its DCU series designed for AI acceleration, emphasizing compatibility with mainstream software [14][15]. - Other notable companies include Muxi Integrated Circuit, which targets high-performance GPGPU markets, and Tensu Intelligent Chip, which offers a self-developed general-purpose GPU [18][21]. Group 5: Technology and Innovation - Companies are adopting advanced manufacturing processes, with many using 7nm technology and some developing 5nm products [34]. - The article highlights the importance of software ecosystems and compatibility with mainstream AI frameworks to lower developer migration costs [37]. Group 6: Market Trends and Strategies - The domestic AI chip industry is focusing on performance improvement through multi-precision support and high-bandwidth memory optimization [37]. - Companies are increasingly collaborating with major AI models to enhance their chip offerings and ensure compatibility with existing software ecosystems [37].

威茂电子今年上半年在财务表现方面取得了哪些成绩？ 今年上半年，威茂电子的财务表现非常出色，收入和净利润均实现了两位数的 增长。具体来说，外销部分同比增长约 18%至 20%。公司主要出口市场包括 欧洲和日本，而美国市场影响较小。欧洲客户由于关税问题更加紧密地与公司 合作，加之中国对欧洲开放免签政策，使得公司的外贸销售持续高速增长。 威茂电子在新能源汽车领域有哪些突破？ 威贸电子 20250922 摘要 威茂电子外贸销售受益于欧洲客户的紧密合作和中国对欧洲的免签政策， 实现高速增长，但美国市场影响较小。 公司在新能源汽车领域取得突破，为国内头部商用物流车企提供电池包 线束，预计全年销售额达千万级别，并与吉利银河、领克等品牌合作提 供充电模块线束。 威茂电子在数据中心领域已量产国产散热系统线束，替代进口产品，并 向连接器方向发展，推进国产化替代。 医用设备方面，电动手术刀项目表现突出，月销量达 2 万套，公司凭借 机器人技术积累成功进入该市场。 公司获得领跑汽车高压线束、华为与上汽合作车型"上界"组件等新项 目定点，以及升级版吸附式电熨斗组件，预示未来业务扩展。 威茂电子采取小批量、多品种战略，分散风险，专注于复 ...

Core Viewpoint - The demand for rare-earth-doped optical fibers is steadily increasing due to the growing penetration of laser processing in manufacturing, the commercialization of 400G optical transmission networks, and the development of low-orbit satellite internet, which require enhanced optical signal amplification and transmission performance [1][7]. Overview - Specialty optical fibers differ from conventional communication fibers by having unique materials and structures that provide special properties and uses. Rare-earth-doped optical fibers are a significant subclass of specialty fibers, used for generating specific wavelength lasers and amplifying optical signals, thus driving high-power and high-performance laser output [2][3]. Market Policies - The rare-earth-doped optical fiber is a key product in China's strategic emerging industries, supported by various national policies aimed at promoting industry development, including the "14th Five-Year Plan for Intelligent Manufacturing" and others [5]. Industry Chain - The upstream of the rare-earth-doped optical fiber industry includes suppliers of raw materials such as quartz tubing, optical fiber coatings, rare earths, and industrial gases. The domestic production of these materials has accelerated, with significant progress in the localization of production equipment [6]. Development Status - The market for rare-earth-doped optical fibers is expanding, with projections indicating a market size of 2.99 billion yuan in 2024, representing a 15% year-on-year growth and accounting for 35.2% of the specialty fiber industry [1][7]. Competitive Landscape - The specialty fiber industry, including rare-earth-doped fibers, has high technical requirements and significant barriers to entry. The market is concentrated, with major players primarily from developed countries. Domestic companies are making strides but still face challenges in reaching global advanced levels [9][10]. Key Players - **Yangtze Optical Fibre and Cable Joint Stock Limited Company**: A leading global provider of optical fiber preform, fiber, and cable, with projected revenues of 12.2 billion yuan in 2024 and a gross profit margin of 27.3% [11]. - **Wuhan Changjin Photon Technology Co., Ltd.**: A domestic leader in specialty optical fibers, with a revenue of 164.92 million yuan from rare-earth-doped fibers in 2024, showing a 31% year-on-year increase [12]. Future Trends - The future of rare-earth-doped optical fibers includes enhancements in output power and optical efficiency for ytterbium-doped fibers, advancements towards high bandwidth and low noise for erbium-doped fibers, and improvements in performance for erbium-ytterbium co-doped fibers in laser radar applications [12].

Group 1 - The company held a half-year performance briefing on September 22, 2025, attended by key executives to interact with investors and address their concerns [1][2] - The company is strategically entering the low Earth orbit satellite communication sector, which is expected to become a new growth engine due to its vast market potential [3] - The company's subsidiary, Datang Microelectronics, reported a revenue of 214 million yuan and a net profit of 74.16 million yuan in the first half of the year, indicating strong profitability in the security chip business [3] Group 2 - The domestic security chip market is experiencing significant growth opportunities due to accelerated localization and increasing data security demands, with the company leveraging its two decades of technological accumulation [3] - The company has subsidiaries recognized as "specialized and innovative" enterprises, enhancing its reputation in the industry [3] - The company is monitoring the development of eSIM technology and plans to adapt its business strategy accordingly to maintain market competitiveness [4]

Group 1 - The company conducted an online investor meeting on September 22, 2025, with nine investment institutions including Shanghai Haineng Investment and Jiangsu Gaotou Venture Capital [1] - The company has successfully entered the PEEK field by optimizing the process of phenol production, which is a core raw material for PEEK, previously supplied mainly by foreign companies [1] - The price of Vitamin B1 has increased compared to the same period last year, while other vitamin products have remained stable or slightly decreased [1] Group 2 - The company has expanded its market for iodine contrast agents, primarily selling to India, Turkey, and Russia, and has established a broad cooperation with Qidu Pharmaceutical to develop the domestic market [1] - The investor meeting did not involve any undisclosed significant information [1]

Group 1: Company Overview - The company is primarily introduced by the Secretary of the Board, Qian Liuhua, covering its development history, main products and application areas, production bases, downstream customers, and development strategy [2]. Group 2: Product Applications and Market Position - The process of phenol production for PEEK applications has higher purity and lower impurity requirements, making it more complex; the company has optimized its process over a long period and officially entered the PEEK field last year [2]. - Phenol is a core raw material for PEEK, traditionally supplied by foreign companies; in the first half of 2025, the company has completed sample submissions to major domestic PEEK manufacturers and is actively promoting its products [2]. Group 3: Financial Performance - The continuous improvement in Q3 performance is mainly due to the price increase of Vitamin B1, enhanced capacity utilization of the phenol project, increased sales volume, and a decrease in some product costs, leading to an overall increase in gross margin [3]. - The price fluctuations of vitamin products are influenced by supply-demand structure, cost changes, industry cycles, and competition; Vitamin B1 prices have increased compared to the same period last year, while other vitamin varieties remain stable or slightly decreased [3]. Group 4: Market Expansion - The company's iodine contrast agent is primarily sold in international markets such as India, Turkey, and Russia; after obtaining the Chinese registration for iodine contrast agent last year, the company has actively pursued domestic customer development, achieving extensive cooperation with Qidu Pharmaceutical [3]. Group 5: Disclosure Information - This investor relations activity does not involve any undisclosed significant information [3].