消费电子升级
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宜安科技获机构调研:液态金属与海外布局成增长引擎
Zheng Quan Shi Bao Wang· 2025-12-02 02:34
此外,医疗器械领域的镁骨钉产品是宜安科技的另一大亮点业务,其量产应用前景受到机构投资者的重 点关注。公司通过多年研究已掌握相关专利,尽管目前尚未实现放量,但市场及患者群体对镁骨钉产品 存在显著需求。 整体来看,宜安科技在液态金属、机器人、海外基地、医疗器械等多个领域的协同布局,构建起了多维 度、高韧性的业务矩阵,契合当前消费电子升级、机器人产业崛起、全球化分工深化、医疗技术创新等 核心趋势。展望未来,随着株洲新工厂产能逐步释放、液态金属应用场景持续拓展、墨西哥基地建设稳 步推进、机器人业务与医疗器械业务逐步落地,公司有望充分受益于相关产业的快速发展。 液态金属作为宜安科技的核心优势业务,其应用场景的持续拓展成为机构关注的重点话题。据介绍,在 消费电子领域,国内最早推出折叠屏手机的安卓客户从第一代机型就选用了宜安科技的非晶合金(液态 金属)技术,充分印证了公司液态金属技术在产品可靠性、结构支撑性能等方面的显著优势,也体现了 客户对公司技术实力与产品品质的高度认可。此外,在AI服务器散热领域,公司通过多年研究已掌握 相关专利。 在机器人领域,宜安科技基于未来发展战略,已成立具身机器人事业部。该项布局既顺应了机器人 ...
神通科技:上半年业绩同比高增长 多元业务布局构筑长期竞争力
Zheng Quan Ri Bao Wang· 2025-08-20 02:49
Core Viewpoint - Shentong Technology Group Co., Ltd. reported significant growth in revenue and net profit for the first half of 2023, driven by increased orders and internal management improvements [2]. Group 1: Financial Performance - In the first half of 2023, Shentong Technology achieved revenue of 816 million yuan, a year-on-year increase of 22.46% [2]. - The net profit attributable to shareholders reached 64 million yuan, showing a substantial year-on-year growth of 111.09%, indicating that profit growth outpaced revenue growth [2]. Group 2: Business Expansion - The automotive parts segment, which is the core business, accounted for 94.91% of total revenue, growing by 30.13% year-on-year, highlighting its role as the main driver of performance [2]. - Shentong Technology has successfully entered the supply chains of leading new energy vehicle manufacturers such as NIO, Li Auto, and Xpeng, demonstrating strong market penetration capabilities [3]. - The company is focusing on the optical lens business, leveraging its injection molding technology to enter the automotive-grade optical lens market, with applications in laser radar and advanced driver assistance systems [3]. Group 3: Strategic Initiatives - The company is actively expanding its consumer electronics segment with the launch of the Jiguang brand series, which includes products like smart field display devices and 3D eye protection learning machines [4]. - To enhance profitability, the company has implemented strategies including optimizing production management, focusing on R&D innovation, expanding market reach, and cost control measures [5]. - The company plans to continue focusing on its core business while exploring innovative opportunities in automotive intelligence and consumer electronics upgrades to sustain steady growth [5].