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消费电子回暖及重要客户回归 散热企业飞荣达预计上半年业绩倍增
Core Viewpoint - The company Feirongda (300602) expects its net profit to double in the first half of 2025, driven by market recovery and the return of key customers [1] Group 1: Financial Performance - Feirongda anticipates revenue of approximately 2.886 billion yuan and a net profit between 155 million and 170 million yuan for the first half of 2025, representing a year-on-year growth of 103.95% to 123.69% [1] - The company's non-recurring net profit is projected to be between 125 million and 140 million yuan, reflecting an increase of 82.34% to 104.22% compared to the same period last year [1] Group 2: Product and Market Development - Feirongda's main products include electromagnetic shielding materials, thermal management materials, and lightweight composite materials, which are widely used in communication, consumer electronics, and new energy sectors [1] - The company has strengthened its R&D capabilities and increased investment in R&D, enhancing its product structure and expanding into emerging markets [1] - The return of significant customers, particularly Huawei, has contributed to the company's market share growth in the smartphone sector [2] Group 3: Business Segments - In the communication sector, Feirongda reports successful business operations with increased sales revenue and profitability, particularly in AI server cooling solutions [2] - The company's new energy vehicle business is seeing a gradual increase in sales revenue, although profit margins remain relatively low due to fluctuations in raw material prices [3] - Feirongda's subsidiary completed the acquisition of Jiangsu Zhongyu Rubber and Plastic Technology Co., Ltd., which will be included in the consolidated financial statements [3] Group 4: Non-Recurring Gains - The company expects non-recurring gains to impact net profit by approximately 30 million yuan, primarily from government subsidies and the consolidation of Jiangsu Zhongyu [3]
官宣定档!第三届高分子电磁屏蔽复合材料及应用论坛(9.11-12·合肥)
DT新材料· 2025-07-04 16:09
2025高分子产业年会 第三届高分子电磁屏蔽复合材料及应用论坛 2025年9月11-12日 安徽 · 合肥 电磁屏蔽材料能够对电子元器件及设备在电磁环境下提供有效防护,这也是解决电磁干扰、保障电子 器件稳定运行的重要技术手段。其中,高分子电磁屏蔽复合材料以其质轻价廉、耐腐蚀、易加工成型 和性能可调性好等特点备受关注。近年来,随着AI、5.5G/6G、低空经济、新能源汽车、机器人等行 业快速发展,电子设备正快速向集成化、小型化、高功率化发展,也对高分子电磁复合材料提出了新 的要求,研发具有 宽频化、高耐温、高导热、高屏蔽效能、多功能 性 的高分子电磁屏蔽复合材料成 为了行业最迫切的需求之一。 对此,"2025 DT新材料高分子产业年会"将同期举办" 2025(第三届)高分子电磁屏蔽复合材料及应 用论坛 "。本活动将邀约 电磁屏蔽、吸波导热、低介损、电子封装、高频高速PCB基板、天线、 5.5G/6G关键材料 等专家学者与企业共同探讨电磁功能材料的最新进展、设计与应用等重要话题,加 强产学研和上下游合作与交流,推动高分子电磁复合材料产业创新发展。 01 论坛信息 滕 超,深圳职业技术大学特聘教授 王 钦,信维通信 ...
中石科技(300684) - 2025年6月25日-6月26日投资者关系活动记录表
2025-06-26 10:20
证券代码:300684 证券简称:中石科技 北京中石伟业科技股份有限公司 投资者关系活动记录表 编号:2025-06-26 二、问答环节 1、公司 2025 年第一季度利润率提升原因? 答:一季度随着公司新项目上量、新产品的逐步导入,公司在 国内外主要大客户市场份额提升,收入增长下规模效应显现;同时 受益于产品结构优化、降本增效措施,盈利能力实现稳步提升。 2、关税政策对公司的影响? 答:公司产品出口主要是通过国内保税区进行交付及结算,以 及销售至东南亚等地区,直接出口至美国区域的产品收入较低(占 整体营收比例不到 1%),加征关税事项对公司影响较小。 投资者关系活动 类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 ☑路演活动 □其他(电话会议) 形式 ☑现场 □网上 □电话会议 参与单位名称及 人员姓名 国海证券、兴业证券、民生证券、国投证券、南方基金、华商基金、 诺安基金、国联基金、中信建投基金、招商基金、新华基金、工银 瑞信基金、天弘基金、农银汇理基金、中信资管、渤海汇金、北京 金塔投资、北银理财等。 时间 2025 年 6 月 25 日-6 月 26 日 地点 ...
聚酰亚胺,国产化再加速!
DT新材料· 2025-06-26 00:50
Core Viewpoint - The article discusses the recent developments in the production of polyimide (PI) films in China, highlighting the investments and projects by various companies, particularly Inner Mongolia Zhongke Jiuyuan New Materials Technology Co., Ltd., which is expanding its production capacity to meet the growing demand in high-tech applications [2][4][16]. Group 1: Company Developments - Inner Mongolia Zhongke Jiuyuan has initiated a PI film production project with a total investment of 700 million yuan, planning to set up 24 production lines with an annual capacity of 3,000 tons [2]. - The company is a wholly-owned subsidiary of Zhejiang Zhongke Jiuyuan, which has signed a total investment agreement of 2.1 billion yuan for PI film production projects, including an initial phase with 24 production lines and a future phase with an additional 48 lines [4]. - Zhongke Jiuyuan has established nearly 50,000 tons of related production capacity across various provinces including Zhejiang, Anhui, Inner Mongolia, and Shanxi [4]. Group 2: Market Potential and Applications - PI films are recognized for their unique properties such as high mechanical performance, chemical resistance, flexibility, thermal stability, and electrical insulation, making them suitable for applications in flexible circuit boards, displays, and electronic devices [6]. - The demand for PI films is expected to grow significantly, particularly in the emerging 5.5G/6G technology sectors, where PI's dielectric performance can be enhanced through specific formulations [6][16]. - The global market for PI films is currently dominated by foreign companies, with major players holding approximately 80% of the high-end PI film market share [16]. Group 3: Technological Advancements - Recent advancements in domestic PI film production have led to the emergence of several companies capable of breaking the foreign monopoly, with notable examples including Zhuzhou Times New Material Technology, which has developed high-end electronic-grade PI films [8][9]. - Innovations in production processes, such as the introduction of AI algorithms for optimizing film thickness and efficiency, have been reported, enhancing production capabilities and quality [14]. - Research teams are also making strides in developing new materials, including bio-based PI materials and high thermal conductivity composites, indicating a trend towards more sustainable and high-performance products [15][13].
2025年中国电磁屏蔽膜产业发展现状及格局概况:市场竞争加剧,行业开始复苏[图]
Chan Ye Xin Xi Wang· 2025-05-21 01:35
内容概况:2022年全球手机出货量下滑直接冲击产业链;同时5G基站建设周期性和新能源汽车电子化 进程的增量需求尚未形成规模支撑,叠加国际原材料价格波动及国内环保政策趋严,企业面临成本上升 与产能利用率下降的双重压力。行业结构性调整加速,传统中低端产品竞争加剧引发价格战,而高端产 品如高频屏蔽膜受制于技术壁垒未能快速放量,导致整体利润空间压缩。2024年电磁屏蔽膜市场呈现弱 复苏迹象,市场规模小幅增长至30.9亿元。 关键词:电磁屏蔽膜 一、电磁屏蔽膜产业发展概述 电磁屏蔽膜通过反射和吸收衰减入射波,减少电磁波穿透,达到了阻隔电磁干扰的效果。该技术广泛应 用于电子设备中,为高频率和高密度设备提供了稳定的电磁环境。电磁屏蔽膜的工艺流程复杂,储存条 件严格,生产工艺流程包括从离型剂涂布、油墨涂布、黑膜分切到黑膜烘烤等多个步骤,确保膜材的功 能性和稳定性。过程中,还需经过真空溅射和电镀等处理,以提升屏蔽效果。目前电磁屏蔽膜可分为金 属合金型电磁屏蔽膜、导电胶型电磁屏蔽膜和微针型电磁屏蔽膜三类。其中金属合金型电子屏蔽膜由金 属合金层实现屏蔽效能,通过加厚金属层、运用直径大小一致性更好的导电粒子和改进胶水配方等方式 提高 ...
家里网速慢,99%是路由器旁放了这4个东西!
央视财经· 2025-04-24 01:32
IP E 场景二 终于要团了让我跳进去先放个大! 自动重连尝试【2/7】.( U l 以下场面,你们是否熟悉 场景一 有人发红包! \ // 的红包 手慢了, 红包派完 场景二 ( " " | 去科普中国 0 去抢个沙发! VIII U 网络出错,无法显示该页 这网怎么又卡了! .... r 是不是我路由器太便宜了?要换一个? . 0 300兆的宽带都能卡成这样? . L r 足要遍我升级到1000兆吗? 慢着!先别忙着花冤枉钱! 不如先对照一下 是不是你在路由器旁边 放了什么不该放的东西- 01 金属制品 对家居美学有追求的老爷 看到家里的路由器 这样 → 这样了 或者这样 → 直接露在外面 多少会觉得 U 太影响美观了 你的网,也要消失了 所以有人 会买个金属盒给它套起来 或者直接塞到弱电箱里面 a and and the form of the form of the form of the first of the first of the first and the @) 这丑玩意儿 你先别高兴 不就完美消失了吗? WiFi信号是一种电磁波, 穿过金属表面时 会发生"电磁屏蔽" 一部分信号会被反弹回 ...