公司已成为 AI 手机、折叠手机与 AR/VR 设备核心供货商，并在卫星通 讯与低轨卫星领域，以及人形机器人和脑机接口领域积极布局，拓展前 瞻性技术研究。 公司预计在淮安园区投资 80 亿人民币扩充 SLP 高阶 HDI 及 HLC 等产能， 建设覆盖 AI 云管端全产业链的淮安 AI 园区。泰国一厂已试产，预计四 季度小量产，泰国二厂建设中，打造 one every 一站式 PCB 服务平台。 季盈利能力显著提升。 鹏鼎控股 20250826 摘要 2025 年上半年，公司营收 163.75 亿元，同比增长 24.7%，销售净利 率 7.49%，加权平均净资产收益率 3.76%，基本每股收益 0.53 元，均 实现同比增长。二季度盈利能力显著提升，毛利率和净利率分别较一季 度增长 2.45 和 2.92 个百分点。 通讯用板（手机业务为主）收入 102.68 亿元，同比增长 17.62%，占 总营收 62.7%；消费电子及计算机用板收入 51.74 亿元，同比增长 31%，占比 31%；汽车及服务器用板收入 8 亿元，同比大幅增长 87%，占比 4%。 公司营运能力表现良好，应收账款周转天数 53 天，同比 ...

证券日报网讯宏达电子8月15日在互动平台回答投资者提问时表示，公司子公司生产的单层瓷介电容器 和陶瓷薄膜电路可以应用于光通讯领域光接收发射模块，光电转换模块中。 （文章来源：证券日报） ...

Core Viewpoint - The seminar on diamond-based thermal packaging materials and devices aims to address semiconductor cooling challenges and promote innovation in high-performance materials for strategic emerging industries [1][4]. Group 1: Seminar Overview - The seminar titled "'Carbon' Seeking the Future 'Diamond' Breaking Limits" was successfully held in Xuchang, focusing on diamond-based thermal packaging materials [1]. - Nearly 120 participants attended, including government officials, company leaders, and experts from various universities [2]. Group 2: Product Launch - Henan Qianyuan Xindian Semiconductor Technology Co., Ltd., a joint venture between Huanghe Xuanfeng Co., Ltd. and Suzhou Bozhi Jindian Technology Co., Ltd., launched four major product categories: ultra-thin diamond heat sinks, ultra-thin diamond film devices, single/multi-crystal diamond packaging substrates, and modified diamond powder with diamond-copper composite materials [4][9]. - These products aim to accelerate China's positioning in artificial intelligence, new energy, optical communication, and data centers, transitioning from a "follower" to a "leader" in these fields [4]. Group 3: Technological Advancements - Huanghe Xuanfeng has a solid technical foundation in diamond semiconductor materials, particularly high-grade polycrystalline diamonds for high-power heat sinks, which exhibit ultra-high thermal conductivity and excellent semiconductor properties [7]. - The company has initiated a project for developing CVD polycrystalline diamond films aimed at high-end applications, successfully producing 2-inch diameter CVD polycrystalline diamond heat sink materials [10]. Group 4: Research Contributions - Various experts presented research on diamond semiconductors, including topics such as wide bandgap semiconductors, interface control in copper/diamond composites, and applications in high-performance AI chip packaging [8]. - The seminar facilitated collaboration among universities, industries, and financial institutions, fostering consensus in diamond thermal research and development [15]. Group 5: Market Opportunities - Huanghe Xuanfeng is actively engaging with multiple MPCVD equipment manufacturers for potential collaborations in high-end diamond semiconductor equipment production [10]. - The company aims to leverage current market opportunities for comprehensive cooperation in process manufacturing, scientific research transformation, and market expansion [10].

Group 1: General Information - The research object is Huilv Ecology, belonging to the engineering construction industry, and the reception time was on June 12, 2025. The listed company's reception staff included directors, general manager Li Yan, director, board secretary, deputy general manager Yan Qi, director, deputy general manager Shi Lei, director, deputy general manager Peng Kaisheng, and chief financial officer Cai Zhicheng [17] Group 2: Research Institutions - The reception objects include investors' online questions and others, and the reception object type is other [20] Group 3: Core Views and Company Responses - With the increasing application of the AI market, the demand for optical modules, as one of the basic materials for the AI digital base, is growing significantly. The company will focus on high - speed products in this field, expand both domestic and foreign markets, and continuously develop new customers [24] - The company aims to balance different business models. It will consolidate the advantages of the garden business through cost - reduction, efficiency - improvement, and full - industry chain collaboration, while using the optical module business to increase research on cutting - edge technologies, and strengthen large - scale delivery capabilities through capacity layout in Wuhan, Hefei, and overseas [24] - The international market is one of the company's future main directions for AI optical communication business, and Malaysia is an important base. New layouts will be considered based on customer needs and clear business requirements [25] - The company's current order trend is good, and its downstream customers include those from the Internet, equipment manufacturers, and ecological partners [26] - The management will prudently consider renaming the company according to the development of Wuhan Junheng's optical communication business [27] - Junheng Technology's current orders are on the rise, and the capacity utilization rates in Malaysia and Hefei are high, with continuous capacity expansion [27] - The high - speed copper cable business of Wuhan Junheng is an important strategic direction for the company's future development, and its business proportion is on the rise [28] - The company's garden business mainly consists of municipal supporting garden projects and rarely involves real - estate - related garden construction [28] - The company's strategic direction is to develop towards the optical communication field, having completed the acquisition of 51% of the equity of Wuhan Junheng Technology Co., Ltd. in early 2025 [28] - The company will formulate a market value management system in accordance with relevant laws and regulations to standardize market value management behavior [29] - The company will consider acquiring the remaining equity of Junheng Technology based on its business development and market prospects [30]

Core Viewpoint - The acquisition of Wuhan Jabil by Guangku Technology aims to enhance its product line and market position in the optical components sector, leveraging Jabil's existing capabilities and customer resources [1][2]. Group 1: Acquisition Details - Guangku Technology announced the acquisition of Wuhan Jabil for a total consideration of $17 million plus adjustments based on the company's net cash and transaction costs at closing [1][2]. - The acquisition will result in Guangku Technology holding 100% of Wuhan Jabil, making it the sole shareholder [1]. Group 2: Financial Performance - Wuhan Jabil reported a revenue of 241 million yuan and a net profit of 6.5164 million yuan in 2024, with a total asset value of 294 million yuan at the end of the first quarter [1]. - JBL, the parent company of Wuhan Jabil, experienced a significant decline in net profit, reporting approximately $200 million, down 80% year-on-year [1]. Group 3: Strategic Benefits - The acquisition is expected to optimize Guangku Technology's customer structure, enrich its product line, and expand production scale, thereby enhancing overall competitiveness [2]. - Guangku Technology's products are widely used in core areas of the optical fiber laser, optical fiber communication, and data center industries, with a total revenue of 999 million yuan in the previous year, reflecting a year-on-year growth of approximately 40% [2]. Group 4: Future Development Plans - Guangku Technology plans to focus on the development of optical fiber laser devices, optical communication devices, lithium niobate modulators, and photonic integrated devices [3]. - The company aims to enhance its integrated multifunctional component offerings and expand into the laser radar integration module market, particularly with 1550nm emitting light source modules [3]. - In 2024, Guangku Technology increased its R&D investment in high-speed lithium niobate modulator chips and laser radar light source modules, with R&D expenses reaching 141.49 million yuan, a year-on-year increase of 14.19% [3].

Group 1: Company Performance - In 2024, the company's revenue increased by 45% year-on-year, while net profit surged by 205% [5] - The improvement in gross margin compared to the previous year is attributed to better product structure, enhanced internal controls, and increased sales volume [11] Group 2: Product Development - The company introduced MEMS ultra-high frequency chips with various specifications, including sizes 1612 (52M) and 1210 (76.8M, 80M, 96M, 125.25M, 156.25M), used in high-tech industries such as smartphones and smartwatches [6] - The company is actively expanding its market for automotive-grade products and has received IATF16949 certification [10] Group 3: Industry Trends - The quartz oscillator industry is experiencing a recovery, driven by demand from sectors like cloud computing, new energy vehicles, and artificial intelligence [9] - High-end oscillator products are seeing increasing application scenarios due to the growth in emerging industries [9] Group 4: Operational Strategy - The company focuses on customer demand, market expansion, technological research and development, and talent cultivation to drive growth [5] - There are currently no plans to expand the photolithography production line, as it meets the company's needs [7]

以下文章来源于MicroLED视界 ，作者LEDinside 根据TrendForce集邦咨询分析，Micro LED显示应用于家庭剧院、零售百货透明显示、车用显示(车窗透明显示屏、抬头显示、多变形态中控显示- Morphing Center Control)、扩增实境眼镜等。 MicroLED视界 . TrendForce集邦咨询旗下Micro LED研究处。研究领域包括Micro LED大尺寸显示、穿戴式装置、头戴式装置、车用显示、手机、IT显示等方面。 Touch Taiwan 2025于4月16日至18日在台北南港展览馆登场，Micro LED应用领域扩展至家庭剧院、智慧座舱、零售百货、扩增实境、穿戴式装 置，具备更轻薄、更高亮度、功耗低、体积小等优点，主要参展厂商包含富采(Ennostar)、友达(AUO)、Aledia、沃格(WG-TECH)、东捷 (Contrel)、錼创(PlayNitride)、群创(Innolux)等。 Micro LED产业在众多设备、材料、面板、品牌厂商不懈努力之下，已可见到三星Micro LED电视、Tag Heuer Micro LED手表成功量产。加上友 达、利亚 ...