柔性电子
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让电子设备拥有“自愈”能力(创新汇)
Ren Min Ri Bao· 2026-01-29 22:07
韩国成均馆大学与基础科学研究所联合团队近期在柔性电子领域取得突破:他们开发出一种自愈型半导 体材料,其制成的电子元件不仅可拉伸、可重组,还能在受损后像生物组织一样自我修复。这项技术可 为下一代可穿戴与可植入医疗设备开辟新思路。 由于机械疲劳、外部冲击、环境侵蚀等因素,现有的柔性电子元件一旦受损,往往就会逐渐失去功能, 需整体更换。此次韩国团队利用具有优异绝缘性和生物相容性的自愈聚合物基板,开发出具备柔韧性和 自愈能力的柔性晶体管与电路。测试结果显示,这些晶体管在植入活体动物体内后,可长时间保持稳定 的电学性能。"晶体管的电极、半导体层、绝缘膜等所有核心组件均以自愈合高分子材料构建,即使受 损也能自行复原机械、电气特性,实现长期稳定工作。"韩国成均馆大学电子电气工程系教授孙东熙在 接受本报记者采访时表示。 该技术还首次将自愈合特性从单一元器件拓展至模块化电路系统。研究团队设计出标准化的自愈合晶体 管、触觉传感器和微型发光单元,可像"电子乐高"一样自由拆解、重新组合,按需构建传感器阵列、逻 辑电路甚至简易显示系统。例如,可根据用户的偏好或需求量身定制,也可以在性能显著下降时利用即 插即用附件进行拆卸更换。"此前虽 ...
弘信电子:从FPC到AI算力,第二增长极迅速发展 | 势银调研
势银芯链· 2026-01-23 07:08
宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 近日,势银( TrendBank)调研团队与国内 柔性电子头部 企业 -- 厦门弘信电子科技集团股 份有限公司 (下称: 弘信电子 ) 相关负责人展开深入交流,全方位探寻其 公司 技术积淀、 发展现状 及未来战略蓝图。 业务板块发展 (一) FPC业务:毛利率显著改善,高端化转型成效初现 FPC业务作为公司传统主业,2025年上半年迎来关键转折点,单季度首次实现扭亏为盈。 2025年前三季度FPC业务实现营收28.03亿元,毛利率提升至9.27%,较2023年的1.06%大 幅改善,成功扭转连续亏损态势。 业务改善的核心驱动因素包括: 外部环境向好:受益于 AI手机、AIPC等新型智能终端需求增长,以及国内手机市场受政策支 持下的复苏 。 内部改革成效:通过产能优化、成本管控及非核心资产剥离,提升运营效率;同时,公司凭借 技术实力和交付能力,获得更多国内头部手机品牌直供订单,中高端市场份额持续提升 。 高端产品突破:在 AI手机、AI眼镜、AI服务器等高附加值领域取得技术突破,单季度首次实现 盈利 。 厦门弘信电子科技集团股份有 ...
东山精密涨2.02%,成交额12.22亿元,主力资金净流入3728.95万元
Xin Lang Cai Jing· 2026-01-16 02:32
Core Viewpoint - Dongshan Precision's stock price has shown fluctuations, with a recent increase of 2.02% on January 16, 2023, while the company has experienced a year-to-date decline of 4.34% [1][2]. Group 1: Stock Performance - As of January 16, 2023, Dongshan Precision's stock price reached 80.98 CNY per share, with a trading volume of 12.22 billion CNY and a market capitalization of 148.32 billion CNY [1]. - The stock has decreased by 4.34% since the beginning of the year, with a slight decline of 0.59% over the last five trading days and 0.53% over the last twenty days, while it has increased by 18.00% over the last sixty days [2]. Group 2: Financial Performance - For the period from January to September 2025, Dongshan Precision reported a revenue of 27.071 billion CNY, reflecting a year-on-year growth of 2.28%, and a net profit attributable to shareholders of 1.223 billion CNY, which is a 14.61% increase year-on-year [2]. - The company has distributed a total of 1.544 billion CNY in dividends since its A-share listing, with 731 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of January 9, 2023, the number of shareholders for Dongshan Precision reached 101,400, an increase of 24.12% from the previous period, while the average circulating shares per person decreased by 19.43% to 13,675 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 68.7123 million shares, an increase of 5.2492 million shares from the previous period [3].
又一位!95后青年学者自美回国
Guan Cha Zhe Wang· 2026-01-15 04:04
Core Viewpoint - The article highlights the return of Chinese scholar Zheng Yu from the United States to join Peking University, emphasizing her significant academic achievements and the growing trend of top scientists returning to China due to improved academic opportunities and concerns about the Western research environment [1][4]. Group 1: Academic Background and Achievements - Zheng Yu, a young scholar focused on wearable devices, has transitioned from MIT to Peking University as a researcher and doctoral advisor [1]. - She graduated from Nankai University in 2017 and pursued her PhD at Stanford University under a renowned scholar in flexible electronics [1]. - After completing her PhD in 2022, she conducted postdoctoral research at MIT and received the "Young Chemist Award" from IUPAC and Solvay Group for her doctoral thesis [1]. Group 2: Research Focus and Applications - Zheng Yu's research areas include organic functional materials, polymer physics, and bioelectronic devices, with a focus on developing precise medical devices and efficient smart computing systems [3]. - Her research group aims to construct multifunctional integrated dynamic polymer networks at the molecular level, exploring the relationship between polymer network structures and the macroscopic performance of materials and devices [4]. - The research is divided into three main areas: transport mechanisms of organic mixed ionic-electronic conductors, molecular mechanisms of conductive polymer network mechanics, and the design of new flexible and stretchable packaging materials [4]. Group 3: Trends in Scientific Community - There is a noticeable trend of overseas scientists returning to China, driven by various factors including a lack of belonging in the West and concerns about the political environment in the U.S. [4]. - The increasing academic strength and talent pool in China are cited as major attractions for these researchers [4].
1月15日早餐 | 金属期货集体大涨
Xuan Gu Bao· 2026-01-15 00:18
Market Overview - The three major US stock indices experienced their first consecutive declines since 2026, with the Nasdaq falling by 1%, marking its largest drop in nearly a month. The S&P 500 closed down 0.53% and the Dow Jones down 0.09% [1] - Technology stocks dragged down the market, with the "Big Seven" tech companies, including Microsoft, Amazon, and Meta, all declining by over 2%. The semiconductor index halted a three-day rise, with Broadcom dropping over 4% [1] - Despite better-than-expected Q4 earnings, Bank of America and Citigroup saw declines of nearly 4% and over 3%, respectively, while Wells Fargo, which reported weaker profits, fell over 4% [1] - The Nasdaq Golden Dragon China Index decreased by 0.23%, with Ctrip dropping 17% and Arctech down 5%. Alibaba rose by about 2%, while Century Internet gained over 7% [1] Commodity and Currency Movements - US Treasury prices rose, with the 10-year Treasury yield hitting a one-week low. The dollar index fell after approaching a four-week high, while the offshore yuan slightly rebounded, briefly surpassing 6.97 [1] - Bitcoin surged nearly 4% from its daily low, breaking the $97,000 mark, reaching a nearly two-month high [1] - Precious metals saw a resurgence, with gold and silver hitting record highs for three consecutive days. Gold rose over 1%, and silver increased by nearly 8%. Tin and copper also reached historical highs, with tin rising by 11% and nickel up nearly 6% [1] Industry Developments - SK Hynix has halted production of consumer-grade memory chips, redirecting resources towards the B2B and AI server markets [3] - Key raw materials for PCBs, such as fiberglass cloth, are in short supply, prompting major companies like Apple to seek alternative suppliers [4] - The US plans to implement a manned lunar orbit mission in February [5] - Tesla will stop selling the FSD buyout version after February 14, offering it only as a monthly subscription [6] AI and Technology Innovations - OpenAI is investing $10 billion in partnership with Cerebras to deploy 750 megawatts of computing power over three years. OpenAI and Anthropic are reportedly taking initial steps, while SpaceX is in talks with several banks [7] - OpenAI's CEO Sam Altman and former Apple design chief Jony Ive are set to launch an AI device, code-named Sweetpea, expected to be released in September with an initial production target of 40 to 50 million units [7][13] - Alibaba is set to unveil its Qianwen app on January 15, which aims to integrate various life scenarios, enhancing its capabilities in the AI era [15] Financial Sector Updates - The Chinese Ministry of Finance held a video conference to promote a package of policies aimed at boosting domestic demand [8] - Some mid-sized brokerage firms have exhausted their margin financing funds [8] - The tax rebate policy for housing exchanges will continue to support "selling old and buying new" for the 2026-2027 fiscal year [8] - The Chinese Ministry of Industry and Information Technology held a meeting to address the chaotic "price war" in the new energy vehicle sector, emphasizing strict actions against violators [8]
晚报 | 1月15日主题前瞻
Xuan Gu Bao· 2026-01-14 14:36
Semiconductor - A breakthrough in flexible electronics and smart sensing has been achieved through a collaboration between Tianjin University and Tsinghua University, utilizing a "thermal shrinkage preparation strategy" based on liquid metal circuits and thermoplastic films [1] - The global market for flexible electronics is expected to exceed 800 billion RMB by 2030, with a compound annual growth rate of 18%-25% [1] AI Flash Purchase - Alibaba's Qianwen App is set to launch, integrating various life scenarios to enhance its capabilities, marking it as a key project in the AI era [2] - The app will utilize AI to optimize product delivery, ensuring the right products are available at the right time and place [2] Energy Storage - The "Shunuo" ultra-high temperature heat pump energy storage technology has been released, addressing issues related to renewable energy waste and enhancing the flexibility of power supply [3] - This technology boasts a conversion efficiency of over 65%, with a storage density of 80-120 kWh/m³, significantly improving energy capacity [3] Intelligent Driving - Shanghai's "Mosu Zhixing" action plan aims to accelerate the commercialization of high-level autonomous driving by 2027, establishing a competitive industry cluster [4] - The penetration of new energy vehicles and the rise of intelligent driving technologies are expected to be key trends in the automotive market by 2026 [4] AI Glasses - Meta is planning to increase the annual production capacity of its Ray-Ban Meta smart glasses to 20 million units by the end of 2026, reflecting steady sales growth [5] - The global AR market is projected to grow, driven by advancements in AI technology and supply chain optimization [6] Macro and Industry News - The National E-commerce Work Conference emphasized innovation-driven development and optimizing the business environment [7] - China's automobile production and sales are expected to reach historical highs in 2025, with new energy vehicle sales exceeding 16 million units [8] - The China Securities Regulatory Commission has approved an increase in the margin ratio for financing securities purchases [9]
利安隆跌2.01%,成交额1.67亿元,主力资金净流出39.39万元
Xin Lang Cai Jing· 2026-01-14 05:28
Core Viewpoint - The stock of Lianlong experienced a decline of 2.01% on January 14, 2023, with a trading price of 44.90 yuan per share and a total market capitalization of 10.31 billion yuan. The company has shown a year-to-date stock price increase of 6.37% and a recent decline over the last five trading days [1]. Group 1: Financial Performance - As of September 30, 2025, Lianlong achieved a revenue of 4.509 billion yuan, reflecting a year-on-year growth of 5.72% [2]. - The net profit attributable to shareholders for the same period was 392 million yuan, marking a significant year-on-year increase of 24.92% [2]. - The company has distributed a total of 450 million yuan in dividends since its A-share listing, with 243 million yuan distributed over the last three years [3]. Group 2: Shareholder and Market Activity - The number of shareholders for Lianlong decreased by 20.10% to 14,200 as of September 30, 2025, while the average number of circulating shares per person increased by 25.15% to 15,752 shares [2]. - The main capital flow indicated a net outflow of 393,900 yuan from major funds, with significant buying and selling activities recorded [1]. - Hong Kong Central Clearing Limited emerged as a new major shareholder, holding 2.1619 million shares, ranking as the tenth largest circulating shareholder [3]. Group 3: Company Overview - Lianlong, established on August 8, 2003, and listed on January 19, 2017, specializes in the research, production, and sales of polymer material anti-aging chemical additives [1]. - The company's revenue composition includes 78.97% from polymer material anti-aging additives, 20.72% from lubricant additives, and 0.31% from other sources [1]. - Lianlong is categorized under the Shenwan industry classification of basic chemicals, specifically in the chemical products sector [1].
天通股份跌2.02%,成交额3.39亿元,主力资金净流出5691.62万元
Xin Lang Cai Jing· 2026-01-14 02:47
Core Viewpoint - Tian Tong Co., Ltd. has experienced a decline in stock price and financial performance, with significant changes in shareholder structure and market activity [1][2][3] Group 1: Stock Performance - On January 14, Tian Tong's stock price fell by 2.02% to 13.08 CNY per share, with a trading volume of 339 million CNY and a turnover rate of 2.07%, resulting in a total market capitalization of 16.133 billion CNY [1] - Year-to-date, the stock price has decreased by 0.38%, with a 3.89% drop over the last five trading days, an 11.22% increase over the last 20 days, and a 28.24% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Tian Tong reported a revenue of 2.459 billion CNY, a year-on-year decrease of 3.96%, and a net profit attributable to shareholders of 57.3176 million CNY, down 53.85% year-on-year [2] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 43.58% to 128,100, with an average of 9,630 circulating shares per person, a decrease of 30.35% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.4438 million shares to 17.0378 million shares, and Southern CSI 1000 ETF, which decreased its holdings by 113,700 shares to 11.2785 million shares [3]
南湖区人大常委会 与“一府一委两院”联席会议召开
Xin Lang Cai Jing· 2026-01-12 23:09
Core Viewpoint - The meeting held by the Nanhu District People's Congress Standing Committee and the "One Government, One Committee, Two Courts" aims to review the work of 2025 and communicate the work plan for 2026, emphasizing collaboration and support among various governmental bodies for high-quality economic and social development in the district [1][2][3] Group 1 - The Nanhu District government expressed gratitude for the support from the District People's Congress Standing Committee, the District Supervisory Commission, the District Court, and the District Procuratorate, highlighting significant contributions to the district's economic and social development over the past year [2] - The government plans to implement central and provincial policies, focusing on becoming a more influential "Five Nanhu" and leveraging innovation platforms to capture new economic opportunities in artificial intelligence, low-altitude economy, and flexible electronics [2] - The government aims to enhance public services in education, healthcare, and elderly care while ensuring safety and development, striving to strengthen the main urban area and improve its prominence [2] Group 2 - The District People's Congress Standing Committee acknowledged the collaborative efforts of the "One Government, One Committee, Two Courts" in achieving significant results in 2025 and emphasized the importance of further cooperation for 2026 [3] - The Standing Committee plans to refine its supervision plan and enhance collaborative efforts with other governmental bodies to improve the quality and effectiveness of supervision, ensuring that development goals are met [3] - The focus will be on transforming supervision results into tangible contributions to the district's economic and social stability and development, aiming for a strong start to the "15th Five-Year Plan" [3]
我国科研人员让精密电路像“保鲜膜”一样能包裹万物
Xin Hua She· 2026-01-12 12:27
Core Viewpoint - The research teams from Tianjin University and Tsinghua University have developed an innovative "heat shrink preparation strategy" using liquid metal circuits and thermoplastic films, which represents a significant breakthrough in the field of flexible electronics and smart sensing [1][4]. Group 1: Technology and Innovation - The new technology allows for the creation of high-performance circuits on irregular 3D surfaces, addressing challenges such as conformal fitting, precision control, material compatibility, and reliability [1][4]. - The research team utilized common thermoplastic films as a substrate, which shrink upon heating to tightly wrap around objects, while also developing a semi-liquid metal material with high conductivity and good flow properties to prevent breakage during the shrinking process [4]. Group 2: Applications and Potential - This technology has been successfully applied to create tactile sensor arrays for robotic arms and heads, giving robots a sensitive "electronic skin" [4]. - The potential applications extend to various industries, including: - Smart agriculture, where thin circuits can be attached to fruits and vegetables to monitor temperature and humidity during storage and transportation [4]. - Aerospace, where the technology can be used to create integrated heating circuits for aircraft wings to efficiently remove ice [4]. - Smart healthcare, enabling the development of intelligent bandages for comfortable and precise health monitoring [4].