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新一代半导体技术
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麦格米特:公司已在多行业产品中应用第三代半导体部件
Zheng Quan Ri Bao Wang· 2025-12-15 12:46
证券日报网讯12月15日,麦格米特(002851)在互动平台回答投资者提问时表示,新一代半导体技术的 应用有助于推动电力电子技术变革,公司已在多行业产品中应用第三代半导体部件,并有相关投资布 局。 ...
浦东科创集团傅红岩:半导体产业应持续突破攻坚 警惕低效内卷
Group 1 - The 2025 Ninth Micro Semiconductor Conference was held in Shanghai, focusing on the current state of the semiconductor industry, which is experiencing deep adjustments characterized by overall cooling, structural solidification, and logical changes [1] - Investors are becoming less tolerant of company valuations, shifting from traditional metrics like price-to-sales and price-to-earnings ratios to a new valuation method based on financing history [1] - The industry is encouraged to focus on three key initiatives: continuous breakthroughs in domestic substitution technologies, mergers and acquisitions for industry consolidation, and avoiding inefficient internal competition by promoting collaboration with leading companies [1] Group 2 - There are over 300 domestic semiconductor concept stocks, but their revenue and profit levels are only about one-tenth of those in the U.S., highlighting a significant gap [2] - A report released at the conference predicts that by 2025, total revenue for Chinese semiconductor listed companies will reach 917.5 billion yuan, a 9% year-on-year increase, with a total growth of 100% over the past five years [2] - The report also compares the market capitalization and profitability of U.S. and Chinese semiconductor companies, revealing that U.S. companies have a total market cap of $867.54 billion, 14 times that of A-shares, and their net profit is 24.2 times greater than that of Chinese counterparts [2]