半导体与集成电路

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下周“湾芯展”,新凯来携最新设备亮相!
半导体芯闻· 2025-10-10 09:37
如果您希望可以时常见面,欢迎标星收藏哦~ "芯"时代 "圳"先行 新凯来将携最新半导体设备亮相, 600家 国内外龙头骨干企业云集搭建新技术、新产品、新成果"黄金秀 场";龙岗区将推出 138公顷 产业集聚区,打造面向全球的半导体和集成电路产业科技创新高地; 晶圆 制造、先进封装、化合物半导体、芯片设计四大核心展区 ,集中展现全球最新成果与发展脉动…… 2025 湾区半导体产业生态博览会 将于 10 月 15 日 -17 日 在深圳会展中心 ( 福田 ) 举行 今年将有哪些 "芯"特色、"芯"亮点、"芯"成效? 10 月 10 日,深圳市政府新闻办举行新闻发布会,介绍 " 2025 湾区半导体产业生态博览会" 相关情况。 市发展 改革委主任郭子平,龙岗区副区长徐红丽,深圳市半导体与集成电路产业联盟理事长戴军 ,就深圳相关产业 发展、博览会亮点及筹备情况答记者问。 市委宣传部副部长、市政府新闻办主任苏荣才 主持新闻发布会。 打造中国半导体自主品牌第一展 郭子平介绍,"湾芯展"是国内外半导体产业链、供应链和价值链深度融合的交流平台,去年首届展览面积 4 万 平方米 ,汇聚 400 家 国内外龙头企业,实现开门红。 ...
深圳即将举办“湾芯展” 上半年产业规模超1400亿
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-10 07:48
21世纪经济报道记者 吴佳楠 深圳报道 半导体与集成电路是全球科技竞争的战略高地,也是推动产业升级的核心引擎。 10月10日,"2025湾区半导体产业生态博览会"新闻发布会在深圳举行。深圳市发展和改革委员会主任郭 子平在会上表示,得益于政策、资金、人才、平台等方面的协同发力,深圳市半导体与集成电路产业生 态持续优化,产业发展成效显著,正朝着加快打造具有全球重要影响力的产业创新发展高地而稳步迈 进。 据透露,产业规模上,2024年深圳半导体与集成电路产业规模达2564亿元,同比增长26.8%;2025年上 半年继续保持快速增长态势,产业规模达1424亿元,同比增长16.9%。产业结构上,深圳半导体与集成 电路产业细分领域更均衡,包括制造、封测、设备等细分领域规模,2024年跟2020年相比均达到了翻一 番。 比如针对研发流片的补贴,《若干措施》第二条提到支持企业、高校和科研院所开展芯片设计流片,对 于参与晶圆制造厂多项目晶圆流片的项目单位,按照流片费用的30%给予资助,最高可达300万元。对 于首次完成全掩模工程产品流片的项目单位,且工艺制程在28纳米及以下的,按照流片费用的30%给予 资助,最高可达1000万 ...
加快培育高质量发展主力军——深圳龙华区上市公司总市值突破2万亿元
Quan Jing Wang· 2025-09-26 15:06
"围绕'1+2+3'产业体系,我们对全区上市企业和规上工业企业作了再梳理、再摸底,按照强链补链原则 构建并购重组项目库,描绘了每家企业的数字化画像,既为中大型上市公司并购重组选取了良好标的, 也为各类专精特新、小巨人、独角兽企业跨越式发展打开了通道"。龙华区发展和改革局相关负责人介 绍到,"接下来,我们还将持续邀请中信证券等头部金融机构将丰富多样的金融服务导入龙华,真真正 正让制造业企业降成本、得实惠"。 近年来,龙华区加快"工业大区"向"产业强区、制造强区"转变,高水平建设"1+2+3"先进制造业体 系,"1"是以数字经济为引领,"2"是以新能源、高端医疗器械两大产业为主要支撑,"3"是以半导体与 集成电路、低空经济、现代时尚三大产业为潜力新赛道。围绕金融服务实体经济主线,龙华区引导头部 金融机构赋能制造业上市公司发展,努力将上市公司培育为全区高质量发展的"主力军"。截至2025年9 月下旬,龙华区共有境内外上市公司40家,数量位居深圳各区第4;境内上市公司总市值已突破2万亿 元、位列全市各区第3,其中:万亿市值以上企业1家、千亿市值以上企业1家、百亿市值以上企业17 家;40家上市企业中,民营企业占比超过 ...
深圳半导体突围战
投资界· 2025-09-11 08:44
Core Viewpoint - Shenzhen is emerging as a significant hub for the semiconductor industry in China, showcasing a vibrant ecosystem with numerous startups and investment opportunities [3][11]. Group 1: Event Overview - The "X-Day" event focused on the semiconductor and integrated circuit industry, featuring six companies that cover key areas such as chip design, EDA tools, advanced packaging, third-generation semiconductors, and storage IP [2]. - Over a hundred VC/PE firms, banks, insurance institutions, and companies from the semiconductor and integrated circuit industry attended the event, highlighting Shenzhen's commitment to the sector [3]. Group 2: Company Highlights - Lingming Photon, founded by a group of returnee PhDs in 2018, has raised nearly 600 million yuan through four rounds of financing, focusing on 3D camera chips and high-speed optical communication [4]. - Chuangfeixin Technology, established in 2015, is the only supplier of mature OTP in mainland China, aiming to break the dominance of foreign companies in the semiconductor IP sector [4]. - Zhongzeng Semiconductor, focusing on third-generation semiconductor equipment, has secured angel round financing from various investors, including Hong Kong Science Fund [5]. - Weihe Technology, a 5G smart cellular communication chip design company, was founded by a team with experience from Intel's iPhone chip team [6]. - Ruiwo Microelectronics specializes in advanced semiconductor packaging and has developed disruptive processes in fan-out and 3D packaging [6]. - Riguangxin Technology, focusing on digital backend EDA tools, aims to address critical issues in the EDA field with a team experienced in large circuit verification [7]. Group 3: Industry Trends and Government Support - The Guangdong government initiated measures to promote high-quality development in the semiconductor and integrated circuit industry, launching ten initiatives to enhance the core competitiveness of the industry [9]. - A new fund, the Semi Industry Private Equity Fund, with a scale of 5 billion yuan, aims to invest in key projects and leading companies in Shenzhen's semiconductor sector [9]. - Shenzhen's semiconductor industry is characterized by rapid growth, with over 77,000 registered semiconductor-related enterprises and an industry scale exceeding 140 billion yuan by 2025 [12].
【报名倒计时】投中榜·2025投资人榜单、有限合伙人榜单和国有资本榜单,申报通道即将关闭
投中网· 2025-08-27 03:21
Core Viewpoint - The article announces the launch of the "2025 Annual Investor Rankings," "2025 Annual Limited Partner Rankings," and "2025 Annual State-owned Capital Rankings," emphasizing the importance of these rankings in reflecting and promoting the development of China's private equity market over the past two decades [2][3][4]. Group 1: Investor Rankings - The "2025 Annual Investor Rankings" will evaluate investors based on four dimensions: investment performance, exit capability, quality of managed projects, and industry influence, focusing on identifying leading investors in emerging sectors such as artificial intelligence, big data, semiconductors, and carbon neutrality [2]. - The evaluation will utilize a multi-dimensional assessment approach, combining data from hundreds of institutions and professional reviews to ensure objectivity and professionalism [2]. Group 2: Limited Partner Rankings - The "2025 Annual Limited Partner Rankings" will assess institutional investors based on management scale, investment activity, depth of GP cooperation, and industry reputation, with a particular focus on the differentiated performance of government-guided funds, insurance capital, and market-oriented mother funds [3]. Group 3: State-owned Capital Rankings - The "2025 Annual State-owned Capital Rankings" will examine institutions based on fundraising ability, investment efficiency, layout of technology innovation projects, and marketization level, aiming to identify state-owned investment institutions that demonstrate exemplary effects in driving high-quality economic development in China [4]. Group 4: Evaluation Process - The evaluation process will include stages such as questionnaire surveys, data screening, data verification, and final reviews, ensuring that the data collected from participating institutions meets the selection criteria [6]. - The timeline for the survey and evaluation process is set from August 1, 2025, to October 17, 2025, with specific phases for data collection and verification [8].
第二十七届高交会将于11月在深圳举行 意向投资额超过10亿元
Mei Ri Jing Ji Xin Wen· 2025-07-29 09:57
Core Viewpoint - The China International High-Tech Achievements Fair (referred to as the High-Tech Fair), known as "China's First Technology Exhibition," will be held from November 14 to 16, 2025, in Shenzhen, showcasing advancements in high-tech industries and facilitating global technology transactions [1]. Group 1: Event Overview - The High-Tech Fair has been successfully held for 26 sessions since its inception in 1999, becoming a significant platform for China's high-tech sector and innovation [1]. - The 27th High-Tech Fair will focus on a market-oriented exhibition concept, with an exhibition area planned to reach 400,000 square meters, inviting renowned technology companies from over 100 countries and regions [1]. Group 2: Exhibition Focus - The fair will cover various cutting-edge fields, including national key projects, artificial intelligence, smart manufacturing, robotics, semiconductors, clean energy, and more, showcasing the latest technological achievements and innovative solutions [1]. - Specific exhibition areas will include national key equipment, technology giants' industrial chains, international technology achievements, and sectors like low-altitude economy and data industry [1]. Group 3: Participation and Investment - Over 5,000 well-known companies, including China National Petroleum, China Petroleum & Chemical, Huawei, BYD, and Xiaomi, are expected to participate with significant technological equipment and innovative products [2]. - The total intended investment from participating investment institutions has exceeded 1 billion yuan, covering all stages of capital investment from angel rounds to Pre-A rounds [2].
冠通期货资讯早间报-20250707
Guan Tong Qi Huo· 2025-07-07 06:38
Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report The report comprehensively presents the overnight market trends of international and domestic futures, important macro - economic and industry - related news, and the trends and investment outlooks of financial markets at home and abroad. It also provides information on upcoming economic data releases and events. Summary by Directory Overnight Night - Market Futures Trends - International precious metal futures rose slightly, with COMEX gold futures up 0.11% at $3346.5 per ounce (weekly gain of 1.79%) and COMEX silver futures up 0.14% at $37.135 per ounce (weekly gain of 2.1%) [2] - International oil prices declined, with the US oil main contract down 0.75% at $66.5 per barrel (weekly gain of 1.5%) and the Brent oil main contract down 0.42% at $68.51 per barrel (weekly gain of 2.56%) [3] - London base metals closed lower, with LME nickel down 1.24% at $15260 per ton (weekly gain of 0.1%), LME copper down 1.03% at $9852 per ton (weekly loss of 0.26%), and LME zinc down 0.55% at $2735.5 per ton (weekly loss of 1.57%) [3] - Most domestic futures main contracts fell, with butadiene rubber down over 2%, 20 - number rubber (NR) down over 1%, and soda ash, rubber, and fuel oil down nearly 1%. Styrene (EB), cotton, rapeseed meal, cotton yarn, and caustic soda rose slightly [3] Important News Macroeconomic News - As of July 4, the Shanghai Export Containerized Freight Index dropped 98.02 points compared to the previous period, and the China Export Containerized Freight Composite Index fell 1.9% [5] - Trump plans to impose tariffs ranging from 60% - 70% and 10% - 20% on different countries starting August 1 [6] - After the China - US London economic and trade talks, both sides confirmed details of implementing the consensus of the leaders' call on June 5 and consolidating the Geneva talks results. The two teams are accelerating the implementation of relevant results [6] - Maersk estimates that the average effective tariff rate for goods shipped to the US is 21%, lower than the peak of 54% before the US suspended reciprocal tariffs in April [7] - In June, the national futures trading market turnover was 739579418 lots, with a trading volume of 527934.14 billion yuan, up 28.91% and 17.25% year - on - year respectively [7] - The technical part of the China - EU electric vehicle negotiation is basically completed, pending the EU's political will [9] Energy and Chemical Futures - The CSRC approved the registration of propylene futures and options at the Zhengzhou Commodity Exchange and will supervise its preparations [11] - OPEC's oil production increased in June after the production - increase agreement, with Saudi Arabia having the largest increase and Iraq's production below the target. OPEC + agreed to increase daily production by 548,000 barrels in August [11] Metal Futures - The Indonesian Nickel Miners Association requested the government to keep the mining quota validity period at three years [13] - In June, Chile's copper exports were 150,295 tons, and copper ore and concentrate exports were 1,126,625 tons. Shipments to China were 29,990 tons and 809,837 tons respectively [15] - Due to frequent train derailments in South Africa, the manganese ore reserves shipped to China in July decreased [15] Black - Series Futures - The Ministry of Housing and Urban - Rural Development conducted research in Guangdong and Zhejiang, emphasizing the importance of promoting the stable and high - quality development of the real estate market [17] - In late June 2025, the national daily crude steel output was 2.75 million tons (down 0.9% month - on - month), pig iron output was 2.38 million tons (up 0.3% month - on - month), and steel output was 4.21 million tons (up 1.3% month - on - month) [17] - As of July 4, the total iron ore inventory at 35 ports in China reached 137.13 million tons, an increase of 210,000 tons from the previous week [17] - The blast furnace operating rate of 247 steel mills was 83.46%, down 0.36 percentage points from the previous week [18] - The total urban inventory this week was 7.2366 million tons, up 81,400 tons (1.14%) from the previous week [20] Agricultural Product Futures - In June, the global food price index rose 0.5% month - on - month, and the global grain output in 2025 is expected to reach 2.925 billion tons, up 0.5% from the previous estimate [22] - Malaysia's palm oil production in June decreased by 4.69% [22] - As of the week of July 4, the self - breeding and self - raising pig farming profit was 119.72 yuan per head, and the profit from purchasing piglets for farming was a loss of 26.26 yuan per head [22] - From June 28 to July 4, the actual soybean crushing volume of oil mills was 2.3322 million tons, with an operating rate of 65.56%, higher than the estimate [22] Financial Market Finance - In 2025, the Hong Kong stock market is booming, with about 200 IPO applications received, double the number at the beginning of the year [24] - The market environment now resembles that at the end of 2014, and sectors like non - ferrous metals, AI hardware, innovative drugs, games, and military industries may be the focus during the interim report season [25] - Many star private equity firms are positive about the stock market in the second half of 2025. They are optimistic about technology - related investment opportunities [25] - Last week, A - shares had a good start in July. The market is expected to fluctuate upwards, and attention is paid to the interim report season [26] - As of July 6, 54 A - share listed companies disclosed their semi - annual performance forecasts, showing good profitability [26] - As of July 6, 688 listed companies received bank loans for stock repurchase and increase, with a total loan limit exceeding 135.86 billion yuan [26] - Well - known fund managers adjusted their positions in the medical and military sectors in the first half of the year [28] - Huadian New Energy will be subscribed for on July 7, with an expected fundraising of about 15.801 billion yuan [28] Industry - Shenzhen introduced measures to support the semiconductor and integrated circuit industry and set up a 5 - billion - yuan private equity fund [29] - As of now, the national wheat purchase has exceeded 50 million tons, and the expected new - season summer grain purchase is about 100 million tons [29] - As of the end of the first half of the year, the total market value of public REITs exceeded 200 billion yuan, and most products had positive returns [29] - Guangdong issued a guidance on resolving historical issues of real estate registration on state - owned construction land [30] - The Hangzhou Bay Embodied Intelligence Innovation Center was launched, simulating six types of industrial scenarios [31] - Chongqing issued policies to support the high - quality development of the science and technology film and television industry, with subsidies of up to 10 million yuan [31] - In the past month, the prices of the white - feather broiler industry chain have dropped significantly [31] Overseas - The 17th BRICS Leaders' Summit opened in Rio de Janeiro, covering six major topics [32] - Putin proposed building an independent settlement and custody system and expanding local - currency settlement within BRICS [32] - Musk said his new party will participate in elections next year [33] - South Korea's special inspection team requested the court to detain former President Yoon Suk - yeol [35] - In June, the global manufacturing PMI was 49.5%, up 0.3 percentage points from the previous month, indicating a slight economic recovery [35] International Stock Markets - CFRA Research raised the target price of the S&P 500 index, expecting it to reach 6850 points in 12 months [36] - US stock funds had a net inflow of $31.6 billion last week, but Bank of America warns of a bubble risk in the US stock market [36] - After Musk announced the new party, Azoria postponed the listing of its Tesla ETF [36] - Jane Street Group was banned from the Indian market, and 48.4 billion Indian rupees (about 4 billion yuan) of illegal income will be confiscated [36] Commodities - In the first half of the year, the national futures market was active, with double - digit growth in trading volume. Gold led the commodity futures market, and precious metals accounted for 17.61% of the national market turnover [37] Bonds - Japan's International Cooperation Agency will issue "Africa・TICAD Bonds" in August, with a total issuance of about 23 billion yen for African infrastructure and education [39] Upcoming Economic Data and Events - Economic data to be released include Japan's June foreign exchange reserves, Germany's May industrial output, etc. [41] - Events include 331.5 billion yuan of reverse repurchases expiring in the Chinese central bank's open market, and the implementation of the rules for program trading in the Shanghai, Shenzhen, and Beijing stock exchanges on July 7 [43]
真格基金位列「2024 年度中国最佳早期创业投资机构」榜首|Z News
Sou Hu Cai Jing· 2025-04-30 02:24
Core Insights - ZhenFund ranked first in the "2024 Annual Top 50 Best Early-Stage Venture Capital Institutions in China" by 投中信息 [1][5] - The ranking is based on a comprehensive evaluation of over a thousand active institutions, highlighting ZhenFund's significant influence in the venture capital landscape [4][5] Group 1: Rankings and Recognition - ZhenFund received recognition in four categories, including being the top early-stage venture capital institution [5] - Other notable rankings for ZhenFund include being in the "Top 10 Best Return Early-Stage Venture Capital Institutions" and "Top 30 Best Investment Institutions in Digitalization and Information Industry" [5] - ZhenFund's portfolio companies also achieved recognition, with several listed in the "Top 10 Best Investment Cases" across various sectors [16] Group 2: Fund Management and Investment Cases - ZhenFund manages over ¥12.4 billion, with notable investments in companies like Xiaohongshu and Yixian E-commerce [3] - The second-ranked institution, BlueRun Ventures, manages over ¥15 billion, with investments in companies such as Li Auto and Qingyun Technology [3] - Other institutions in the top rankings include Halong Capital and Ming Shi Venture Capital, managing approximately ¥10 billion and ¥13.7 billion respectively [4]