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我国碳化硅激光剥离技术实现重大突破,单片切割损耗降至75微米以下
Sou Hu Cai Jing· 2025-07-10 20:37
来源:深圳平湖实验室 通过进一步进行激光剥离的机理研究和优化激光剥离的工艺参数,2025年6月实现激光剥离的单片总损 耗≤75μm,单片切割时间20min,单片成本降低约26%,单台设备切割时间从60分钟/片缩短至20分钟/ 片,结合智能化产线,产能提升3倍,为规模化生产奠定基础。并且已完成三批次的小批量验证,良率 100%。 随着新能源汽车、光伏等领域对碳化硅需求激增,国产激光剥离技术的成熟将为产业链自主化注入强劲 动力。 | 参数指标 | Disco_6inch | Infineon_6inch | 深圳平湖实验室 | | | --- | --- | --- | --- | --- | | | | | 6inch | 8inch | | 单片总损耗 (um) | ~100 | ~80 | 575 | ૬૪૨ | | 切割时间(min) | -20 | 30 | ≤20 | $30 | 近日,国家第三代半导体技术创新中心深圳平台(深圳平湖实验室)宣布在碳化硅衬底加工领域取得里 程碑式进展。该团队自主研发的全自动化激光剥离系统,成功将碳化硅衬底单片切割损耗从传统工艺的 280-300微米降至75微米以下,单片 ...
涨价趋势向下游传导 光伏产业链迎复苏
Zheng Quan Ri Bao· 2025-07-10 16:08
Core Viewpoint - The price increase trend in the photovoltaic industry chain is beginning to transmit downstream after the rise in polysilicon prices, indicating a potential rebound in prices across various segments of the industry chain [1][2]. Group 1: Price Trends - Recent reports indicate that multiple polysilicon companies have started adjusting their product prices, showing a strong determination to maintain price levels [1]. - From July 3 to July 9, the average price of silicon wafers has slightly increased due to the rising expectations of polysilicon prices [1]. - The price adjustments in the polysilicon segment are expected to lead to a wave of price rebounds across the industry chain, although the overall recovery of the industry will depend on specific capacity reduction situations [1]. Group 2: Market Dynamics - The downstream crystal pulling segment is facing a decision on whether to continue observing the market or accept slight price increases to replenish inventory [1]. - As the price of polysilicon rises, leading silicon wafer manufacturers have begun to raise prices, with other specialized manufacturers following suit [1]. - The atmosphere for silicon wafer price increases is strengthening, supported by healthy inventory levels, cash cost support, and policy guidance [1]. Group 3: Future Outlook - Despite the overall terminal demand not showing significant recovery, the recent price increases in the polysilicon segment have gradually transmitted to the silicon wafer segment, providing initial support for the market [2]. - The prices of polysilicon and silicon wafers are currently at a bottom range, and future prices are expected to gradually rise and maintain within a certain range [2]. - The industry is anticipated to gradually recover and form a healthy competitive landscape due to the large-scale elimination of backward production capacity in the photovoltaic sector [2].
【公告全知道】光模块+数据中心+芯片+激光雷达!公司1.6T光模块用AWG芯片及组件进入客户验证阶段
财联社· 2025-07-10 15:04
前言 ①光模块+数据中心+芯片+激光雷达!这家公司1.6T光模块用AWG芯片及组件进入客户验证阶段;②光刻 胶+固态电池+PCB+PEEK!这家公司光刻胶酚醛树脂产品形成小批量销售,硫化物固态电解质项目处于 中试阶段;③人形机器人+英伟达+AI眼镜+算力!公司上半年净利同比最高预计翻倍,有多款AI算力模 组。 每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ...
仕佳光子拟购买福可喜玛约82%股权 深化布局光通信领域
Zheng Quan Shi Bao Wang· 2025-07-10 13:51
Core Viewpoint - The company Shijia Photonics plans to acquire an 82.381% stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to enhance its production capabilities in optical components and strengthen its market position in the optical communication sector [1][2]. Group 1: Acquisition Details - Shijia Photonics will acquire the stake from five parties, including Guangdian Fund and Liu Xiaoming, and the company's stock will resume trading on July 11 [1]. - Fokexima specializes in the research, production, and sales of MPO components, which are essential for high-speed data transmission in data centers [1][2]. Group 2: Market Context - The optical device market is experiencing rapid growth due to increasing demand driven by advancements in cloud computing, big data, IoT, and AI technologies [1]. - Fokexima has launched several low-loss MT connectors and has developed a range of MT connector products, achieving mass production and gaining recognition from major market clients [2]. Group 3: Financial Performance - In 2024, Shijia Photonics reported a revenue of 1.075 billion yuan, a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% [3]. - For the first quarter of 2025, the company achieved a revenue of 436 million yuan, reflecting a 120.6% year-on-year growth, and a net profit of 93.19 million yuan, which is a 1003.8% increase [3].
大摩:光伏行业具有吸引力 但仍存在不确定性
智通财经网· 2025-07-10 13:40
智通财经APP获悉,近日,大摩发布行业研究报告指出,近期中国政府对太阳能行业的无序竞争问题愈发关 注,但认为太阳能行业供给侧改革的实施存在不确定,在执行层面,存在需求疲软、市场参与者以民营企业 为主等风险。与2024年10月的上次短期上涨相比,大摩认为中央政府对光伏市场无序竞争的关注度有所提 升,而行业基本面却在恶化。 行业观点:具有吸引力 自6月30日至7月8日,中国太阳能股票——尤其是多晶硅企业(通威、大全、协鑫集成和新特)股价上涨了 28%-36%(相比之下,恒生指数上涨0.3%,上证综指上涨1.5%)。 大摩列举以下供给侧改革相关新闻动态: 6月29日,《人民日报》强调了太阳能组件行业的内卷式竞争。 (1)由于5月的政策节点(2025年1-5月太阳能装机量为198GW),2025年下半年光伏需求可能会下降。 (2)中国光伏制造价值链由民营企业主导,且2022年以来,许多新产能是在地方政府招商引资的背景下建成 的。 (3)光伏价值链上的多晶硅/硅片/电池片/组件等环节的大部分新产能建于2022-2024年,并且采用了新的减排 标准和新技术。 (4)多晶硅库存水平较高(>300千吨),相当于四个月或以上的 ...
最新!大尺寸钙钛矿光伏组件可靠性测试失效分析
Sou Hu Cai Jing· 2025-07-10 13:05
由科促会钙钛矿产业分会指导、光伏领跑者创新论坛主办的"将于2025年 8月26-28日在 江苏常州盛大召开,即将为行业带来一场盛宴。超千人会 议规模,超百家参会企业, 欢迎各位钙钛矿行业同仁共商钙钛矿发展大计! 大会特别邀请到TÜV北德集团中国区光伏产品运营总监刘亮先生做演讲报告《大尺寸钙钛矿光伏组件可靠性测试失效分析》: 报告题目 《大尺寸钙钛矿光伏组件可靠性测试失效分析》 光伏产品运营总监 钙钛矿作为一种新兴的太阳电池技术,凭借其高效率、低成本等显著优势,在短短十几年间迅速崛起,备受全球能源领域的关注。自2009年首次 应用以来,钙钛矿电池的光电转换效率实现了从3.8%到逼近晶硅电池效率极限的飞速增长。 然而,在钙钛矿迈向产业化发展的道路上,可靠性问题成为了制约其大规模商业化应用的关键瓶颈。与传统晶硅组件长达30年以上的发电寿命相 比,当前大尺寸钙钛矿组件的稳定性明显不足,这主要是钙钛矿材料自身的特性以及其对环境因素的高度敏感特性导致的。 因此,深入探究钙钛矿光伏组件的可靠性,对于推动其在能源市场的广泛应用具有极为重要的意义。 演讲嘉宾 刘亮 TÜV北德集团中国区 报告摘要 刘亮,现任TÜV北德集团中国区 ...
光伏整治无序竞争,多晶硅价格已转涨
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-10 12:27
Core Viewpoint - The photovoltaic industry is experiencing a strong signal for rectifying low-price disorderly competition, with silicon material prices beginning to rise [1][2] Group 1: Price Trends - The recent data from the China Nonferrous Metals Industry Association's Silicon Industry Branch indicates that the price of multi-crystalline silicon has continued to rise, with the N-type multi-crystalline silicon price range at 34,000-38,000 yuan/ton and an average price of 37,100 yuan/ton, reflecting a week-on-week increase of 6.92% [1] - The N-type granular silicon price range is reported at 34,000-37,000 yuan/ton, with an average price of 35,600 yuan/ton, also showing a week-on-week increase of 6.27% [1] - Although silicon wafer prices remained stable, several silicon wafer manufacturers raised their prices by 8% to 11.7% on July 9, with N-type G10L single crystal silicon wafer price increasing to 1 yuan/piece (up 11.1%), N-type G12R to 1.15 yuan/piece (up 11.7%), and N-type G12 to 1.35 yuan/piece (up 8.0%) [2] Group 2: Industry Dynamics - The silicon industry association noted that the price increase is primarily due to multi-crystalline silicon companies operating at a loss for over a year, leading to prices being significantly below comprehensive costs [2] - Despite the price increases in silicon materials, the downstream market has not stabilized, causing silicon wafer companies to remain cautious in the short term [2] - Industry experts suggest that the multi-crystalline silicon segment could lead the way out of the current "involution" situation, with potential price rebounds benefiting the entire supply chain [3] Group 3: Company Performance - Some photovoltaic companies have begun to turn losses into profits in the second quarter of this year, indicating positive signals in the industry [4] - Recent announcements from A-share companies show that Foster expects a net profit of 473 million yuan for the first half of the year, a decrease of 49.05% year-on-year, while TCL Zhonghuan anticipates a loss of 4 to 4.5 billion yuan [5] - Aiko Solar is expected to narrow its losses, projecting a net profit of 20 million to 130 million yuan for the second quarter, marking its first potential quarterly profit since Q4 2023 [5] Group 4: Market Sentiment - The industry is focusing on building a healthy business ecosystem, with companies expressing reluctance to accept orders that do not yield profits [6] - The ongoing discussions about "anti-involution" reflect a broader concern about establishing sustainable business practices within the N-type BC industry [6]
ETF复盘0710-沪指重返3500点,场内孤品·香港银行LOF(501025)涨超2%
Sou Hu Cai Jing· 2025-07-10 12:26
沪深两市成交额为14941亿元人民币,相较上个交易日小幅缩量。 7月10日,港股三大股指涨跌互现,其中恒生中国央企指数上涨1.66%,涨幅相对居前。 | 证券名称 | 日涨跌幅 | | --- | --- | | 恒生中国央企指数 | 1.66% | | 恒生指数 | 0.57% | | 恒生科技指数 | -0.29% | | 数据来源: Wind,日期截至2025-07-10 | | 行业板块方面,房地产(3.19%)、石油石化(1.54%)、钢铁(1.45%)板块涨幅居前,汽车(-0.62%)、传媒(-0.54%)、国防军工(-0.41%)板块跌幅 居前。 二、今日热点追踪 一、市场行情回顾 7月10日,A股三大股指全线上涨,上证指数收涨0.48%,深证成指收涨0.47%,创业板指收涨0.22%,延续回暖态势。主流宽基指数中,中证A50上涨 0.64%,涨幅相对居前。全市场共有超2,900只股票上涨。 | 证券名称 | 日涨跌幅 | | --- | --- | | 中证A50 | 0.64% | | 中证500 | 0.50% | | 上证指数 | 0.48% | | 沪深300 | 0.47% | | ...
仕佳光子: 董事会关于本次交易信息发布前公司股票价格波动情况的说明
Zheng Quan Zhi Xing· 2025-07-10 11:12
河南仕佳光子科技股份有限公司董事会 关于本次交易信息发布前公司股票价格波动情况的说明 河南仕佳光子科技股份有限公司(以下简称"公司"或"上市公司")拟通 过发行股份及支付现金方式购买东莞福可喜玛通讯科技有限公司(以下简称"标 的公司"或"福可喜玛")股权并募集配套资金(以下简称"本次交易")。本 次交易完成后,福可喜玛将成为上市公司的控股子公司。 根据《上海证券交易所上市公司自律监管指引第6号——重大资产重组》的 规定,现就相关期间公司股票价格波动情况,公司经自查后说明如下: 河南仕佳光子科技股份有限公司董事会 剔除同行业板块因素影响后的涨跌幅 17.40% 在剔除大盘因素影响后,公司股价在本次交易首次公告日前20个交易日内累 计涨跌幅超过20%。在剔除同行业板块因素影响后,公司股价在本次交易首次公 告日前20个交易日内累计涨跌幅未超过20%。 在本次交易的筹划过程中,公司已根据法律法规及证券监管部门的有关规定, 采取了严格的保密措施,尽可能缩小内幕信息知情人员的范围,严格履行了本次 交易信息在依法披露前的保密义务,同时,公司按照上交所的要求进行了交易进 程备忘录、内幕信息知情人有关材料的填报和提交。 特此说 ...
仕佳光子: 河南仕佳光子科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案
Zheng Quan Zhi Xing· 2025-07-10 11:12
股票代码:688313.SH 股票简称:仕佳光子 上市地点:上海证券交易所 河南仕佳光子科技股份有限公司 发行股份及支付现金购买资产 并募集配套资金暨关联交易预案 交易事项 交易对方名称 河南泓淇光电子产业基金合伙企业(有限合伙)、刘晓明、玄 发行股份及支付现金购买资产 国栋、佛山优势易盛股权投资合伙企业(有限合伙)、赵洪军 募集配套资金 不超过 35 名特定投资者 签署日期:二〇二五年七月 河南仕佳光子科技股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易预案 声明 一、公司声明 本公司及全体董事、高级管理人员保证本次交易过程中所提供的信息均真实、 准确和完整,不存在虚假记载、误导性陈述或者重大遗漏,并对其真实性、准确 性、完整性承担个别和连带的法律责任。 本公司控股股东、实际控制人、董事、高级管理人员承诺:如本次交易所披 露或提供的信息涉嫌虚假记载、误导性陈述或者重大遗漏,被司法机关立案侦查 或者被中国证监会立案调查的,在形成调查结论以前,不转让在该上市公司拥有 权益的股份,并于收到立案稽查通知的 2 个交易日内将暂停转让的书面申请和股 票账户提交上市公司董事会,由董事会代其向证券交易所和证 ...