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暴涨400%vs暴跌700%,国产仪器厂商净利润大横评
仪器信息网· 2025-06-13 05:39
导读: 根据2024年财报显示,国内上市仪器企业净利润为正的有38家,净利润为负的有7家,增幅最高 为455.96%,最低为-760.56%。 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。 2 0 2 4 年,在国际环境复杂多变、关税战频发的背景下,叠加人工智能、物联网及大数据等前 沿技术迅猛发展的时代浪潮,国内 相关企业 正迎来 变革和 转型的关键之年 ,机遇与挑战并 存 。面对外部压力与技术迭代的双重驱动,企业积极在技术创新、产品升级和市场布局等方面 寻 求 突 破 。 特 别 是 在 科 学 仪 器 领 域 , 越 来 越 多 的 企 业 加 快 融 合 新 兴 技 术 , 推 动 产 品 向 智 能 化、网络化、集成化方向升级, 以 提升 自身的 核心竞争力。 近 日 , 仪器信息网以国内 4 5 家 上 市 仪 器 企 业 为 研 究 对 象 , 根 据 其 公 布 的 财 报 数 据 , 列 出 2 0 2 4 年归属于上市公司股东的净利润 TOP4 5 榜单 ,并对其进行了相关分析,请大家查阅。 | 最新 排名 | 企业名 ...
梅安森撤回再融资申请,1.8亿元补流项目终止
Ju Chao Zi Xun· 2025-06-13 02:44
不过6月12日,梅安森发布公告称,近日,公司收到深交所出具的《关于终止对重庆梅安森科技股份有限公司申请向特定对象发 行股票审核的决定》,深交所决定终止对公司申请向特定对象发行股票的审核。 关于终止审核的原因,根据公告披露,为梅安森于6月9日审议通过了《关于公司终止向特定对象发行股票事项并撤回申请文件 的议案》,同意公司终止本次向特定对象发行股票事项并撤回申请文件。 此前梅安森公告显示,自公司披露本次向特定对象发行股票事项后,公司及各中介机构积极推进各项工作,严格按照相关法律 法规和规范性文件的要求履行了决策程序和信息披露义务。综合考虑当前市场环境、公司发展战略及经营规划等因素,经相关 各方充分沟通、审慎分析后,公司决定终止本次向特定对象发行股票事项并撤回相关申请文件。 今年2月14日,梅安森向深交所递表,拟向特定对象发行股票的募集资金总额预计不超过18,000万元,扣除发行费用后的募集资 金净额将全部用于补充流动资金,本次募集资金投向可以优化财务结构,降低财务风险,提升公司的竞争实力。 资料显示,梅安森是一家在大安全领域内拥有技术、产品、数据处理与应用服务完整技术链和产品链、具备ITSS(信息技术服 务标准) ...
研判2025!中国类载板(SLP)行业产业链、市场现状、重点企业及未来前景分析:行业市场规模持续扩大,技术迭代加速高密度互联时代来临[图]
Chan Ye Xin Xi Wang· 2025-06-13 01:51
Industry Overview - Substrate-like PCB (SLP) is a new type of circuit board positioned between traditional PCBs and semiconductor packaging substrates, experiencing rapid development in recent years [1][4] - The global SLP market size is projected to reach 31.5 billion yuan in 2024, with a year-on-year growth of 6.06% [1][15] - SLP technology meets the increasing demand for miniaturization and high performance in electronic products, with line width/spacing reduced to 20/35 microns, allowing for double the component density compared to traditional HDI [1][15] Industry Development History - The SLP industry in China has gone through four stages: the initial stage (2010-2016), the startup phase (2017-2020), the scaling phase (2021-2023), and the internationalization phase (2024-present) [4][5][6] - The introduction of SLP technology by Apple in the iPhone X marked its commercial application, leading to increased demand from consumer electronics [4][5] - Chinese manufacturers like Pengding Holdings and Shenzhen Sannan Circuit began to break the technological monopoly of international firms during the startup phase [5][6] Industry Chain - The upstream of the SLP industry chain includes raw materials (copper foil, resin, glass fiber cloth, etc.) and production equipment (laser drilling machines, plating equipment, etc.) [9] - The midstream involves the manufacturing of SLP, while the downstream applications include smartphones, wearable devices, automotive electronics, data centers, and 5G communication devices [9] Market Size - The SLP market is expected to continue growing, driven by advancements in technology and increasing demand for high-density circuit boards [15][24] - The market is projected to expand further by 2030, particularly in China, due to the proliferation of 5G networks and upgrades in consumer electronics [24] Key Companies' Performance - Pengding Holdings, a leading PCB manufacturer, has achieved significant revenue growth, with SLP-related income accounting for over 45% of total revenue in 2024 [21] - Shenzhen Sannan Circuit has made advancements in SLP technology, achieving mass production of 25μm line width/spacing and continuously pushing towards 20μm [19][21] - Shenzhen Jingwang Electronics has established a strong position in the high-end PCB market, with a focus on SLP technology and significant revenue growth in 2025 [19][21] Industry Development Trends - The SLP technology is advancing towards higher density and finer lines, with line width/spacing shrinking to below 15/15 microns for applications in AR/VR and 6G communication [6][23] - The demand for high-performance PCBs is expected to drive industry expansion, with companies focusing on capacity expansion and technological upgrades to meet market needs [24][25] - Increased competition is anticipated, leading to higher market concentration, with leading companies solidifying their positions through innovation and market integration [25]
*ST天喻(300205) - 武汉天喻信息产业股份有限公司投资者关系活动记录表
2025-06-12 13:40
证券代码:300205 证券简称:*ST 天喻 尊敬的投资者您好。公司已组织专业律师团队全面收集证 据,通过案件研究、法律研究等多方式积极应诉,追究责任人的 法律责任,持续采取法律手段维护公司的合法权益。公司正在积 极寻求各种资产变现途径,通过盘活存量资产,实现资产价值的 最大化。 6、请问颜总,现武汉光谷现已是公司第一大股东了,请问 下一步有什么具体计划,谢谢! 尊敬的投资者您好。光谷创投于 2024 年 10 月披露了《详式 权益变动报告书》,陈述了光谷创投自报告书披露之日起 12 个 月内对天喻信息的后续计划,请您关注。 7、请问颜董事长,现天喻大股东武汉光谷持股不到 15%, 控股比例偏低,未来有没有增持股份的计划? 尊敬的投资者您好。根据公司第一大股东光谷创投于 2024 年 10 月披露的《详式权益变动报告书》,自该报告书披露日起 12 个月内光谷创投暂无对天喻信息的增持计划。 武汉天喻信息产业股份有限公司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 | | ...
淮安:创新驱动,以“数”前行
Sou Hu Cai Jing· 2025-06-12 13:01
Group 1: Digital Economy Development - The Huai'an E-commerce Modern Logistics Park has seen new digital economy enterprises achieve online sales exceeding 10 million yuan within a month, showcasing the rapid growth of the digital economy in Huai'an [1] - Huai'an is actively building a vibrant digital economy ecosystem, focusing on e-commerce logistics and the digital transformation of manufacturing [1][12] Group 2: Logistics Industry Efficiency - The logistics park has attracted major logistics companies, creating a strong industrial cluster effect, with a total warehouse area of approximately 920,000 square meters [4] - Companies in the park are leveraging big data and IoT technologies to optimize logistics processes, with Zhongtong improving delivery efficiency by 30% through smart algorithms [4][5] - The average delivery time for express services has been reduced by 12 hours due to digital technology optimization [1] Group 3: Manufacturing Sector Transformation - Traditional manufacturing companies in Huai'an are undergoing digital transformation, with Shuanghuan Gear improving production efficiency by 30% through smart equipment and real-time data analysis [7] - New projects like Hongxiangrui Electronics have achieved a 40% increase in production efficiency through full-process digital control [9] Group 4: Policy Support for Digital Economy - Huai'an has implemented a series of supportive policies, including tax incentives and rental subsidies, to lower operational costs for digital economy enterprises [10][11] - The city has established a "policy express" online platform to streamline policy implementation and reduce the time for policy benefits to be realized [10] Group 5: Collaborative Development of Industries - Huai'an is fostering a dual-driven model of "traditional industry renewal and emerging industry rise," enhancing the synergy between traditional and new industries [9][12] - The region's approach includes a "leading enterprise + service provider" model to facilitate digital upgrades for small and medium-sized enterprises [11]
天津卓峰建筑工程有限公司成立,注册资本4000万人民币
Sou Hu Cai Jing· 2025-06-12 11:22
天眼查App显示,近日,天津卓峰建筑工程有限公司成立,法定代表人为刘芳,注册资本4000万人民 币,由天津鑫久桦建筑工程有限公司全资持股。 序号股东名称持股比例1天津鑫久桦建筑工程有限公司100% 企业名称天津卓峰建筑工程有限公司法定代表人刘芳注册资本4000万人民币国标行业建筑业>土木工程 建筑业>其他土木工程建筑地址天津市滨海新区海滨街道创业路北金盾消防器材厂3号院企业类型有限 责任公司(法人独资)营业期限2025-6-11至无固定期限登记机关天津市滨海新区市场监督管理局 来源:金融界 经营范围含许可项目:建设工程施工;供电业务;输电、供电、受电电力设施的安装、维修和试验;建 筑劳务分包;建设工程设计;道路货物运输(不含危险货物);施工专业作业;住宅室内装饰装修;工 程造价咨询业务。(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目以相关 部门批准文件或许可证件为准)土石方工程施工;园林绿化工程施工;集中式快速充电站;市政设施管 理;电动汽车充电基础设施运营;蓄电池租赁;光伏发电设备租赁;消防技术服务;太阳能发电技术服 务;发电技术服务;储能技术服务;节能管理服务;共享自行车服务;租赁服 ...
工业和信息化部决定成立部物联网、脑机接口、民用爆炸物品等3个标准化技术委员会和安全应急装备标准化工作组。
news flash· 2025-06-12 11:05
Group 1 - The Ministry of Industry and Information Technology has decided to establish three standardization technical committees focused on the Internet of Things, brain-computer interfaces, and civilian explosives [1] - A safety emergency equipment standardization working group will also be formed to enhance safety protocols in relevant industries [1]
工信部决定成立部物联网、脑机接口、民用爆炸物品等3个标准化技术委员会和安全应急装备标准化工作组
news flash· 2025-06-12 11:04
据工信部消息,工信部决定成立部物联网、脑机接口、民用爆炸物品等3个标准化技术委员会和安全应 急装备标准化工作组。 ...
267.3亿美元!半导体晶圆市场势头正盛
半导体芯闻· 2025-06-12 10:04
其中,硅晶圆凭借其成本效益和多功能性,依然是芯片制造的基石。而砷化镓 (GaAs) 和碳化硅 (SiC) 等化合物半导体晶圆在高频和高功率应用中也日益受到青睐。随着消费者对更智能、更快 速、更互联设备的期望不断提升,预计半导体晶圆市场的需求将稳步增长。 如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自 。 据SNS Insider报道,半导体晶圆市场正经历强劲的增长势头,2023年市场价值为175.7亿美元, 预计到2032年将达到267.3亿美元。根据综合分析,在2025年至2032年的预测期内,市场将以 4.80%的复合年增长率(CAGR)扩张。这一增长得益于技术的快速创新、消费电子应用的不断扩 大以及对先进制造工艺的投资不断增加。 技术进步催化半导体晶圆市场的增长 半导体晶圆市场正受益于微电子和纳米技术的持续进步。随着对更快、更高效、更紧凑的电子设备 的需求不断增长,半导体晶圆在微芯片、集成电路和光子元件的生产中正变得越来越不可或缺。晶 圆制造技术的创新,例如极紫外 (EUV) 光刻技术和 3D 堆叠技术,正在提高生产效率并提升芯片 性能,从而促进市场的长期增长。 此外,从传统的200毫米晶圆向 ...
信通电子:拟首发募资4.75亿元用于输电线路立体化巡检与大数据分析平台等项目 6月20日申购
Sou Hu Cai Jing· 2025-06-12 06:02
Core Viewpoint - The company, Xintong Electronics, plans to publicly issue 39 million shares, accounting for 25% of the total share capital after issuance, aiming to raise 475 million yuan for various projects including the development of a transmission line inspection and big data analysis platform, maintenance base construction, and R&D center establishment [1][2]. Group 1: Fundraising and Project Allocation - The total investment for the transmission line inspection and big data analysis platform project is 209.45 million yuan, which will receive the full amount raised [2]. - The maintenance base and service network construction project has a total investment of 52.68 million yuan, also fully funded by the raised capital [2]. - The R&D center project will receive 52.83 million yuan, representing 11.12% of the total investment [2]. - The project for supplementing working capital will account for 33.69% of the total funds raised, amounting to 160 million yuan [2]. Group 2: Company Overview and Market Position - Xintong Electronics specializes in providing industrial IoT smart terminals and system solutions, primarily targeting the power and communication sectors [2]. - The company has established long-term stable partnerships with major domestic enterprises such as State Grid, China Southern Power Grid, and China Unicom, expanding its market from Shandong to nationwide and some overseas regions [2][3]. Group 3: Strategic Goals - The overall strategic goal is to become a leading provider of industry IoT solutions, focusing on innovation in edge computing, artificial intelligence, and big data technologies [3]. - The company aims to enhance its manufacturing and customer service capabilities to solidify its market competitiveness and expand into other industries [3]. Group 4: Financial Performance - The company reported a significant increase in operating cash flow, with a net cash flow from operating activities of 152 million yuan in 2024, up 103.07% year-on-year [27]. - As of the first quarter of 2025, the company’s return on equity was 0.89%, while the return on invested capital was 0.86% [22]. - The company’s total assets turnover ratio has shown a consistent trend, indicating efficient asset utilization [34].