Core Insights - The silicon capacitor is expected to become a significant global market, projected to reach a scale of billions, addressing the limitations faced by traditional MLCCs in high-end electronic components [1][2] - Silicon capacitors offer advantages in high frequency, reliability, and miniaturization, making them suitable for advanced packaging and applications in AI chips and optical modules [1] Industry Overview - The global silicon capacitor market was valued at $1.58 billion in 2021 and is anticipated to experience rapid growth over the next three years due to increasing demand from AI servers, power management, and optical communication [1] - The technology development direction of silicon capacitors aligns closely with industry needs, creating a new blue ocean market that is not merely a replacement for traditional products [2] Company Strategy - Langxi Technology aims to penetrate the high-end electronic component market with silicon capacitors, collaborating with leading companies in AI high-performance chips, SOC chips, power management ICs, and optical modules [2] - The company emphasizes the importance of integrating capacitors as part of comprehensive solutions rather than standalone components, promoting standardization in the industry [2] Competitive Landscape - While there is a gap in brand influence and customer trust compared to international giants, the Chinese market's size and diversity allow for rapid iteration and optimization of new technologies [2] - Langxi Technology's flexibility in technology iteration and customized packaging solutions positions it to offer higher cost-performance solutions tailored to various application scenarios [2]

知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国电容器进口情况统计图 数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2026-2032年中国电容器行业市场运行潜力及供需形势分析报告》 根据中国海关数据显示：2025年10月中国电容器进口数量为2166亿个，同比下降8.1%，进口金额为7.43 亿美元，同比增长2.4%。 ...

天眼查App显示，近日，江门市诺必诚电子有限公司成立，注册资本3000万人民币，经营范围为电子元 器件制造；电子元器件批发；电子元器件零售；电子专用材料销售；电子专用材料研发；电子专用材料 制造；集成电路制造；集成电路销售；集成电路芯片设计及服务；集成电路芯片及产品销售；集成电路 芯片及产品制造；电子产品销售；软件销售；软件开发；非居住房地产租赁；电镀加工；贸易经纪；机 械设备租赁；企业管理咨询；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。 ...

天眼查App显示，近日，江西深蓝电路有限公司成立，法定代表人为杨顺武，注册资本1000万人民币， 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，电子产品销售，新材料技 术研发，金属制品研发，配电开关控制设备制造，配电开关控制设备销售，电子专用材料研发，电子专 用材料制造，电子专用材料销售，集成电路设计，集成电路销售，集成电路制造，金属材料销售，模具 销售，集成电路芯片设计及服务，油墨销售（不含危险化学品），货物进出口（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）。 ...

Group 1 - The core point of the article is the announcement by *ST Yushun regarding its board meeting and the composition of its revenue for the first half of 2025 [1] - The sixth session of the board meeting was held on November 27, 2025, where several documents, including amendments to the company's articles of association and rules for shareholder and board meetings, were reviewed [1] - For the first half of 2025, *ST Yushun's revenue composition was 55.73% from other manufacturing and 44.27% from electronic components [1] Group 2 - As of the report, *ST Yushun has a market capitalization of 9.9 billion yuan [1]

二极管是一种常见的电子元器件，它能将电路中的交流电整流为单向流动的直流电。但由于常规半导体 材料制成的二极管存在电阻，工作时会因发热导致能量损耗。而超导材料具有零电阻特性，用它制成的 二极管，在特定电流强度与外部磁场作用下，"0"态、"1"态分别对应零耗散态、有耗散态，因此器件在 一半状态下仍存在能耗。 如今，性能更强、能耗更低的量子超导二极管由中国科学家研发成功。"它有着全新的电流传输方式： 电子在量子超导二极管内部运动时，不论在'0'态还是'1'态，都是两两'牵手跑'，从而实现能量的完全零 耗散。"北京量子院兼聘研究员、清华大学物理系副教授张定介绍，这一特点弥补了普通超导二极管内 单个电子因无序运动而碰撞产热的难题，并提升了器件的抗噪能力，实现了信号的高质量转换。 北京量子院副研究员朱玉莹说，团队新研发的低温器件制备技术还能实现超导二极管稳定性、良品率的 大幅提升。 "量子计算机中，超导二极管可作为量子逻辑电路的重要组件。在零功耗状态下完成信号噪音的过滤， 能使输入信号变得更'干净'。"张定说，此前的超导二极管需在液氦温区（零下269摄氏度）的条件下工 作，并需施加一定的磁场。而这一新器件在液氮温区（零下 ...

Core Viewpoint - Guangdong Fenghua High-tech Co., Ltd. has been rated as "Excellent" in the provincial enterprise technology center evaluation, highlighting its strong innovation capabilities and R&D system [1][3]. Group 1: Evaluation and Recognition - The provincial enterprise technology center evaluation serves as a benchmark for measuring a company's innovation strength in Guangdong, with scores of 90 and above classified as "Excellent" [4]. - Fenghua High-tech has received 27 national and provincial-level science and technology awards and holds 779 authorized patents, with over 50% being invention patents [5]. Group 2: Innovation and R&D - The company focuses on core technology breakthroughs, establishing a comprehensive innovation system that integrates material research, device manufacturing, and product application [5]. - The technology center has increased R&D investment and successfully developed critical technologies, reducing the cost of high-end raw materials by over 30% [5]. Group 3: Talent and Collaboration - The technology center has gathered over 500 dedicated R&D personnel, including industry-leading experts, and has established partnerships with top universities to create a collaborative innovation network [6]. - The company has invested over 100 million yuan in advanced R&D equipment and software systems, enhancing its innovation capabilities [6]. Group 4: Efficient Transformation of Results - The company has achieved efficient integration of technology R&D, pilot incubation, and mass production, with a monthly production capacity of over 80 billion chip resistors [8]. - Products developed, such as supercapacitors and temperature sensors, are widely used in emerging fields like photovoltaic energy storage and low-altitude economy, contributing to high-quality development in strategic emerging industries [8]. Group 5: Future Directions - The company plans to strengthen the strategic core position of its technology center, focusing on high-reliability, high-capacity, and high-precision core technologies to accelerate the transformation and industrial application of technological achievements [8].

天眼查App显示，近日，赣州思帆电子有限公司成立，法定代表人为冯清花，注册资本5万人民币，经 营范围为一般项目：电子元器件零售，电子元器件批发，电力电子元器件销售，电子产品销售，五金产 品批发，五金产品零售，电子专用材料销售，塑料制品销售，橡胶制品销售，劳务服务（不含劳务派 遣），装卸搬运（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）。 ...

Core Viewpoint - Suzhou Goodwill has confirmed that its products are utilized in well-known global smartphone brands and leading domestic smartphone manufacturers [2] Company Summary - Suzhou Goodwill's products are applied in renowned international smartphone brands [2] - The company also supplies products to top domestic smartphone manufacturers [2]

资金流向方面，今日该股主力资金净流入8583.62万元，其中，特大单净流入5504.48万元，大单资金净 流入3079.14万元。近5日主力资金净流入7405.64万元。 云汉芯城今日上涨9.09%，全天换手率39.77%，成交额9.64亿元，振幅13.09%。龙虎榜数据显示，机构 净卖出8552.34万元，深股通净买入2460.15万元，营业部席位合计净买入1069.62万元。 深交所公开信息显示，当日该股因日换手率达39.77%上榜，机构专用席位净卖出8552.34万元，深股通 净买入2460.15万元。 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2.32亿元，其中，买入成交额为9101.95 万元，卖出成交额为1.41亿元，合计净卖出5022.57万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、买五、卖一、卖二、卖三、卖 五，合计买入金额3115.55万元，卖出金额1.17亿元，合计净卖出8552.34万元，深股通为第一大买入营 业部及第四大卖出营业部，买入金额为4349.75万元，卖出金额为1889.60万元，合计净买入2460.15万 元。 近半年该股累计上榜龙 ...