每经AI快讯，12月12日，深交所上市审核委员会公告，成都宏明电子股份有限公司(简称"宏明电子")首 发获通过。 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.31亿元，其中，买入成交额为1.34亿 元，卖出成交额为9754.91万元，合计净买入3617.75万元。 铜峰电子(600237)今日涨停，全天换手率14.24%，成交额7.61亿元，振幅11.68%。龙虎榜数据显示，营 业部席位合计净买入3617.75万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.62%上榜，营业部席位合计净买入3617.75万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.62%上榜，营业部席位合计净买入3617.75万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.31亿元，其中，买入成交额为1.34亿 元，卖出成交额为9754.91万元，合计净买入3617.75万元。 具体来看，今日上榜营业部中，第一大买入营业部为东亚前海证券有限责任公司苏州分公司，买入金额 为4479.64万元，第一大卖出营业部为瑞银证券有限责任公司上海花园石桥路证券营业部，卖出金额为 2441.96万元。 具体来看，今日上榜营业部中，第一大买入营业部为东亚前海证券有限责任公司苏州分公司，买入金额 为4479.64万元，第 ...

在新能源汽车800V高压平台、数据中心800V（±400V）HVDC架构、1000V +光伏储能系统及高端 医疗设备等高端需求市场，电子元器件的"极致可靠性"与"自主可控"已成为制造业国产突围的核心点。 风华高科在国内首家推出AS系列车规高精密厚膜片式电阻，以材料与工艺的双重创新，实现从"跟 跑"到"领跑"的技术跨越，为我国高端电子产业链筑牢关键安全屏障。 技术破局：攻克行业顽疾，打破垄断 长期以来，高电压精密采样领域深陷"双重困境"：薄膜电阻易受瞬时电气过载失效、水汽入侵引发 电腐蚀；普通厚膜电阻则面临硫化失效、银迁移等致命痛点，高端产品长期被国外垄断，国内供应 链"供给受限、成本高企"。 风华高科AS系列电阻以三大核心创新实现破局： 其一，采用高纯度氧化铝基板搭配特殊优化电阻浆料，结合创新烧结工艺与精密激光调阻技术，将 温度系数（TCR）精准控制在 ±25ppm/℃的业界领先水平，阻值精度稳定在±0.1%，1000小时双85试验 阻值变化率收窄至 ±0.2%R以内； 其二，叠加专属抗硫化专利技术，耐硫化能力提升至1000h，同步攻克银迁移难题，电压系数较普 通厚膜电阻大幅优化，彻底根除高电压场景下 "失效 ...

天眼查App显示，近日，佛山市新靓声鸟电子有限公司成立，法定代表人为张小友，注册资本50万人民 币，经营范围为一般项目：电子元器件制造；电子元器件批发；电子元器件零售；机械零件、零部件销 售；机械零件、零部件加工；电线、电缆经营；模具制造；模具销售；五金产品零售；塑料制品制造； 塑料制品销售；五金产品制造；汽车零部件及配件制造；汽车零配件批发；智能仪器仪表制造；智能仪 器仪表销售；电子专用设备制造；电子专用设备销售；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；货物进出口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）。 ...

Summary of the Conference Call for 信维通信 Company Overview - **Company**: 信维通信 (Xinwei Communication) - **Industry**: Telecommunications and Emerging Hardware Key Points and Arguments Growth Drivers 1. **Antenna Business Recovery**: The company has regained growth momentum in its antenna business due to the return of independent design in mobile phones, glasses, and watches. New antenna solutions are expected to be adopted in Apple's upcoming foldable phone and 20th-anniversary model, driving business growth in North America [2][3][10] 2. **Satellite Communication Demand**: The development of satellite communication is a significant growth driver. SpaceX is projected to ship 4-5 million satellite communication devices in 2025, doubling in 2026. 信维通信 is one of the few companies in China capable of generating over 1 billion in revenue in this sector, maintaining a strong supplier position [2][3][7][10] 3. **Thermal Management Technology**: With the adoption of steel-shell batteries in flagship Apple and Android devices, there is an increased demand for thermal management solutions. The company is well-positioned to benefit from this trend due to its technological advantages [2][3][9][10] 4. **Standard Components Expansion**: The establishment of a high-end MLCC factory will enhance the company's control over the high-value MLCC market, providing robust support for overall performance and entering a new growth cycle [2][4][10][11] Market Dynamics 1. **Impact of Component Price Increases**: Rising component prices may affect AI edge devices; however, major North American clients like Apple have strong supply chain management capabilities, allowing them to absorb cost pressures and potentially increase market share. In contrast, high-end Android devices may face cost pressures leading to price increases, making Apple products more competitive [2][5][10] 2. **Emerging Hardware Layouts**: 信维通信 has made significant strides in emerging hardware, including antenna design for devices like Manta glasses, Google glasses, and Tesla robots, as well as satellite communication and thermal management solutions [2][6][8] Future Outlook 1. **Positive Growth Forecast**: The company is expected to enter a new growth cycle with a recovery in its core business, surging demand for satellite communication, and advantages in thermal management technology. The expansion of standard components is also anticipated to contribute to profitability exceeding historical highs [2][3][10][11] 2. **Market Positioning**: The company is currently trading at 50%-60% of its historical high, indicating significant upside potential. A growth phase is expected to commence in Q3, with a substantial ramp-up in Q4, making 2026 a pivotal year for growth [2][11] Additional Important Insights - **Technological Leadership**: 信维通信's comprehensive layout in emerging hardware sectors positions it favorably for sustained growth over the next 1-2 years [2][8] - **Strategic Partnerships**: Collaborations with leading tech companies enhance 信维通信's market presence and technological capabilities [2][6]

天眼查App显示，近日，六安市硅晶电子有限公司成立，法定代表人为李治树，注册资本50万人民币， 经营范围为一般项目：电力电子元器件制造；电子元器件制造；光伏设备及元器件制造；通信设备制 造；光电子器件制造；其他电子器件制造；电子专用材料制造；电子专用设备制造；半导体照明器件制 造；塑料制品制造；电力电子元器件销售；光伏设备及元器件销售；半导体照明器件销售；电子产品销 售；电子元器件批发；电子元器件零售；电子真空器件销售；塑料制品销售；光电子器件销售；电子专 用设备销售；电子测量仪器销售；照明器具销售；办公设备销售；电气设备销售；通讯设备销售；通信 设备销售；网络设备销售；光通信设备销售；半导体器件专用设备销售；技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广；租赁服务（不含许可类租赁服务）；电子专用材料研发（除许可 业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

Core Viewpoint - Unigroup Guowei (002049) has announced that its ultra-miniature quartz crystal resonator production base in Yueyang has entered the trial production phase, with stable operation and product yield meeting expectations [1] Group 1 - The production base is located in Yueyang [1] - The first phase of trial production has commenced [1] - The production line is operating smoothly [1] Group 2 - The product yield is in line with expectations [1]

Core Viewpoint - Company Suzhou Dongfang Electronics has filed a lawsuit against Murata Manufacturing Co., Ltd. for maliciously initiating a patent infringement lawsuit, which has been accepted by the Shanghai Intellectual Property Court [1][2]. Group 1: Lawsuit Details - The company has made four specific requests in the lawsuit: 1. To confirm that Murata's previous patent infringement lawsuit constitutes malicious litigation 2. To seek compensation for economic losses amounting to 1.5 million RMB 3. To order Murata to publicly apologize in Chinese, Japanese, and English on its official website and designated media to mitigate the impact 4. To have Murata bear the litigation costs [3][5]. Group 2: Company Position - The company believes that Murata's previous lawsuit lacks a legitimate basis or shows clear malice, forcing Suzhou Dongfang Electronics to allocate resources to respond, thus prompting this counterclaim to protect its legal rights [3][5]. - The company has stated that, as the case has not yet been heard, it cannot accurately predict the impact on profits, and the final outcome will depend on the court's ruling [3][5]. - The company emphasizes that this lawsuit is a legitimate measure to respond to suspected malicious litigation and will not affect its normal production and operations [3][5]. Group 3: Industry Implications - This counterclaim marks an escalation of the previous patent infringement dispute initiated by Murata, and the direction of the case, particularly the court's recognition of "malicious litigation," will become a focal point of industry attention [3][5].

Core Viewpoint - Fenghua High-Tech (000636) emphasizes the integral role of PCB (Printed Circuit Board) and electronic components in forming complete electronic systems, which determine the performance, reliability, and cost of electronic end products [1] Group 1: Company Insights - The company has confirmed that its products, including anti-sulfur resistors, MLCC (Multi-Layer Ceramic Capacitors), and RF inductors, are directly applied in optical module products [1] Group 2: Industry Context - PCB and electronic components are essential components of electronic circuits, working together to create a complete electronic system [1]

证券日报网讯12月11日，风华高科（000636）在互动平台回答投资者提问时表示，近年来公司通过持续 技术创新引领产品结构转型升级，与核心客户的合作持续深入，客户认可度和品牌影响力持续提升，具 备为客户提供整体配套及一站式采购服务和解决方案的能力。 ...