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上海市股权投资营商环境推介会召开
Zhong Guo Xin Wen Wang· 2025-05-15 15:36
上海市委常委、常务副市长吴伟在致辞中强调,股权投资市场是金融支持实体经济发展、促进科技创新 不可或缺的重要力量,上海将聚焦建设"五个中心"重要使命,积极做好以科技金融为首的"五篇大文 章",不断加大对科技创新的金融支持力度,进一步推动国际金融中心建设与国际科创中心建设相互赋 能、联动发展。 本次推介会旨在通过推动政策、资本与产业的深度融合,进一步提升上海股权投资行业影响力,助推上 海国际金融中心和国际科创中心建设。来自上海、北京、深圳等全国各地的知名股权投资机构、行业代 表性母基金管理人、大型金融机构及科创企业等共300余位嘉宾出席会议。(完) 中新网上海5月15日电 (高志苗)中国人民银行金融市场司副司长曹媛媛15日在上海表示,自5月7日中国 人民银行、中国证监会联合发布关于支持发行科技创新债券有关事宜的公告以来,市场反应热烈,多家 机构积极参与。截至14日,科技创新债券已发布1500亿元人民币,发行人区域覆盖北京、上海、江苏等 13个省市自治区,行业汇集了人工智能、芯片制造、高端装备制造、生物医药等技术领域。 (文章来源:中国新闻网) 当天,以"智涌浦江·创领未来"为主题的上海市股权投资营商环境推介会举行 ...
【快讯】每日快讯(2025年5月15日)
乘联分会· 2025-05-15 08:38
Domestic News - Tesla's Shanghai factory achieved a record high export of nearly 30,000 Model 3 and Model Y vehicles in April, marking the highest monthly export volume in the past 12 months. The total registrations of Tesla vehicles in South Korea increased by 80% year-on-year since entering the market at the end of 2023 [7] - WeRide launched eight autonomous driving service demonstration routes in downtown Guangzhou, establishing a 24-hour autonomous ride-hailing service network covering major landmarks and transportation hubs [8] - Zeekr officially launched its luxury SUV, Zeekr 7X, in the Netherlands, Norway, and Sweden, with prices ranging from €52,990 to €62,990 (approximately 425,000 to 505,000 RMB) [9] - Geely entered the Polish market through a partnership with Ample Auto, planning to sell its all-electric SUV EX5 starting in Q3 2025 [10] - Chery released its "Guardian" smart safety system, showcasing its commitment to safety technology through various crash tests [11][12] - Avita delivered over 100 vehicles in the UAE, achieving a market share of 8.25% since its launch in January 2025 [13] - GAC Group is restructuring its R&D system to enhance product development success rates, aiming for 2 million sales of its self-owned brands by 2027 [14] - Top Group completed a strategic acquisition of Wuhu Changpeng Automotive Parts Co., Ltd. for 330 million RMB, enhancing its competitiveness in automotive interior and NVH fields [15] International News - Hyundai broke ground on its first manufacturing plant in the Middle East in Saudi Arabia, with an annual production capacity of 50,000 vehicles, including electric and internal combustion engine models, set to begin in Q4 2026 [16] - Vermont, USA, paused its electric vehicle sales requirements, reflecting concerns over the feasibility of California's zero-emission regulations [17] - General Motors partnered with LG Energy Solution to commercialize lithium manganese-rich (LMR) square batteries for future electric trucks and full-size SUVs [18] - HCL and Foxconn received approval for a joint chip factory project in Uttar Pradesh, India, with an investment of approximately $435 million, aiming to produce display driver chips [19] Commercial Vehicles - Geely and partners established a new company focused on alcohol-hydrogen electric commercial vehicles, with a registered capital of 100 million RMB [20] - Daimler Trucks reported strong performance in Q1 2025 despite macroeconomic uncertainties, with adjusted EBIT of €1.11 billion and a sales return rate of 9.6% [21] - Shandong Heavy Industry's Weichai Group signed a strategic cooperation agreement with CRRC to collaborate on vehicle and key component development [22] - Foton successfully shipped its first batch of 300 Truck Mate micro trucks to the South African market, expanding its product offerings in the region [23]
英特尔2024年动荡与2025年扭转之路
傅里叶的猫· 2025-05-01 14:49
Core Viewpoint - Intel experienced significant turmoil in 2024, facing intense competition in the chip design and manufacturing market, leading to substantial losses. In 2025, under new CEO Lip-Bu Tan, the company is taking measures to address systemic issues and streamline operations, although a full turnaround will take several quarters [1][10]. Financial Performance - In Q1 2025, Intel reported revenue of $12.7 billion, flat year-over-year but down 11% quarter-over-quarter. The gross margin was 36.9%, a decline of 4.1 percentage points year-over-year and 2.3 percentage points quarter-over-quarter. The net loss was $888 million, a 115% decrease year-over-year and a 604% decline quarter-over-quarter [2][3]. - Despite the losses, Intel achieved a non-GAAP profit of $580 million, indicating that core operations are not entirely in distress. However, restructuring and compensation costs have significantly impacted overall performance [3]. Business Unit Developments - Intel's Foundry division generated $4.7 billion in revenue, a 7% increase year-over-year, but faced an operating loss of $2.3 billion, with an operating margin of -50%. The division is striving to become a key player in the contract manufacturing space [4][5]. - The Data Center and AI Group (DCAI) reported revenue of $4.1 billion, an 8% increase year-over-year, with operating income of $575 million and an operating margin of 13.9%, marking the best performance in over a year. AI hardware sales were below expectations, but CPU and storage sales exceeded forecasts [7]. - The Client Computing Group (CCG), Intel's primary revenue source, saw revenue of $7.6 billion, an 8% decline year-over-year, with operating income of $2.4 billion and an operating margin of 30.9%. The group absorbed the edge computing business, but overall performance was affected by inherited underperforming product lines [8]. Strategic Changes - Intel completed the divestiture of its NAND business, selling it to SK Hynix, and is in the process of selling a majority stake in FPGA manufacturer Altera to Silver Lake, retaining 49% ownership. The valuation for Altera is approximately $8.75 billion [2][9]. - The company is also restructuring its operations, with plans to reduce capital expenditures from $20 billion to $18 billion and operating expenses by $500 million to $17 billion in 2025, with further reductions planned for 2026 [10]. Future Outlook - Intel's Q2 2025 revenue outlook is projected at $11.8 billion (±$600 million), with GAAP and non-GAAP gross margins expected to be 34.3% and 36.5%, respectively. The company anticipates challenges due to U.S. trade policies and potential economic downturns [9][10].
据消息人士透露,印度阿达尼集团暂停与以色列塔楼公司就在印度马哈拉施特拉邦建设价值十亿美金芯片工厂的谈判,因为阿达尼评估后认为印度对芯片的需求并不那么大,不希望专注于出口导向的芯片制造。
news flash· 2025-04-30 10:13
据消息人士透露,印度阿达尼集团暂停与以色列塔楼公司就在印度马哈拉施特拉邦建设价值十亿美金芯 片工厂的谈判,因为阿达尼评估后认为印度对芯片的需求并不那么大,不希望专注于出口导向的芯片制 造。 ...
光刻机:自主可控核心环节,国产替代迫在眉睫(附46页PDF)
材料汇· 2025-04-22 15:01
点击 最 下方 "在看"和" "并分享,"关注"材料汇 光刻中的核心工具包括光掩膜、光刻机和光刻胶,分辨率、套刻精度、产能为光刻工艺中的关键参数,分辨率是指光刻机能清晰地在晶圆上投影出的最小特征尺 寸,可通过缩短波长、提高数值孔径、降低K1 工艺因子提高。 写在前面 (文末有惊喜) 一直在路上,所以停下脚步,只在于分享 包括: 新 材料/ 半导体 / 新能源/光伏/显示材料 等 添加 小编微信 ,遇见 志同道合 的你 正文 分辨率、套刻精度、产能为光刻机核心参数 光刻工艺是芯片制造流程中技术难度最大、成本最高、周期最长的环节,直接决定了芯片的最小线宽,定义了半导体器件的特征尺寸, 先进技术节点的芯片制造需 要60-90 步光刻工艺,光刻成本占比约为30%,耗费时间占比约为40-50% 。 套刻精度 是曝光显影后存留在光刻胶上的图形(当前层)与晶圆上已有图形(参考层)对准时能容忍的最大误差,可通过设备优化及材料与工艺协同提升,产能为 衡量光刻机生产效率的核心指标,可通过技术改进。 光源、照明系统、投影物镜为光刻机核心组件 光刻机是芯片制造的核心设备,光源系统、照明系统、曝光物镜系统为核心组件,光源为光刻提供能量 ...