南财智讯12月15日电，顺络电子公告，公司董事会于近日收到非独立董事袁聪先生提交的书面辞职报 告。因公司治理结构调整，袁聪先生申请辞去公司第七届董事会非独立董事职务，辞去非独立董事职务 后将继续在公司任职。袁聪先生原定任期至第七届董事会届满之日止。根据《中华人民共和国公司法》 及《公司章程》的有关规定，袁聪先生的辞职不会导致公司董事会成员低于法定人数，不会影响公司董 事会的正常运行，其辞职报告自送达董事会之日起生效。截至本公告披露日，袁聪先生持有公司股份 35,500股，辞去非独立董事职务后，其所持公司股份将严格按照相关法律法规规定进行管理，袁聪先生 不存在应当履行而未履行的承诺事项。 ...

格隆汇12月15日丨顺络电子(002138.SZ)在互动平台表示，近年来公司海外业务保持稳步增长积极向上 的态势。公司十分重视海外市场的布局，行业顶尖客户对行业前瞻的方向指引，对于公司把握未来产业 的趋势方向有着十分重要的意义，公司将持续落实大客户战略，积极开拓新兴市场及相关大客户。 ...

江海股份：电容"老兵"逐鹿AI新疆场 在江海股份电容生产智能车间里，自动化设备正以恒定的节奏，将电解纸和电极箔卷绕成一个个规整的 圆柱体，随后这些圆柱体被送入电解液含浸装置，几个小时后再经过密封、老化、测试、包装等工序， 即可出厂开启它们的使命。 小电容有大用途，它们中的一部分品种，会被集成到服务器电源模块中，安装在全球各地的AI数据中 心机柜中，扮演"备用电源"和"稳压器"的角色。人工智能浪潮奔涌向前，算力基础设施建设方兴未艾， 自1970年即开始研制电容器的江海股份，正以独特的方式投身这场科技变革。 瞄准蓝海 多技术路线卡位AI赛道 算力的尽头是能源，这已是业内共识。随着全球AI数据中心快速扩容和功率密度激增，其电源系统面 临前所未有的"削峰填谷"和瞬时保供压力。超级电容因其高功率密度、毫秒级快速响应和超长循环寿 命，成为应对这一挑战的关键元器件。这片新兴蓝海，吸引了全球厂商竞逐，江海股份是能与国际龙头 比拼的少数中国玩家之一。 接受上海证券报记者采访前，江海股份总裁丁继华正在看一份产品内部测试报告。"公司最新一代超级 电容的初期性能指标，已可比肩甚至超越日本同行。"他透露，公司在生产成本方面具备优势，产 ...

Core Viewpoint - The capacitor base film market is experiencing growth driven by increasing demand from the electric vehicle and renewable energy sectors, with significant market size projections for 2024 and 2025 in both global and Chinese contexts [1][5][7]. Market Size and Projections - The global capacitor base film market is projected to reach 7 billion yuan in 2024, with specific contributions from the electric vehicle sector (2 billion yuan), renewable energy systems (1.6 billion yuan), and industrial equipment and home appliances (3.4 billion yuan) [1][5]. - By 2025, the global market size is expected to grow to approximately 8.1 billion yuan, with the electric vehicle sector contributing around 2.5 billion yuan, renewable energy systems about 2.1 billion yuan, and industrial equipment and home appliances around 3.5 billion yuan [1][5]. - In China, the capacitor base film market is anticipated to reach 4 billion yuan in 2024, with the electric vehicle and renewable energy sectors each contributing 1.4 billion yuan, and industrial equipment and home appliances contributing 1.2 billion yuan [7]. - The Chinese market is projected to grow to approximately 4.6 billion yuan by 2025, with similar contributions from the electric vehicle and renewable energy sectors [7]. Industry Definition and Role - Capacitor base film is a high-stability electronic material made from biaxially oriented polypropylene, characterized by high insulation, uniform thickness, and low dielectric loss [2][5]. - It serves as the core dielectric material in film capacitors, playing a crucial role in energy storage and maintaining stable insulation under high voltage conditions [2][5]. Industry Development Environment - The capacitor base film industry is supported by various government policies aimed at promoting the development of electronic components, renewable energy, and information industries [11]. Competitive Landscape - The international market for film capacitor base film is dominated by manufacturers from Japan and Europe, with companies like Toray, Wacker Chemie, and Mitsubishi leading in technology and market share [14]. - In China, the market has developed a stable competitive landscape with key players including Tongfeng Electronics, Dazhong Southeast, Longchen Technology, and Haiwei Electronics, among others [14][15]. Industry Trends - The capacitor base film industry is facing opportunities from rapid growth in sectors like renewable energy and AI, but also challenges such as high technical barriers and intensified competition in medium-thick films [4]. - The demand for thinner, higher voltage, and higher temperature-resistant capacitor base films is increasing due to the evolving requirements of downstream applications, particularly in electric vehicles and renewable energy systems [17][19].

证券日报网讯12月12日，沃格光电（603773）在互动平台回答投资者提问时表示，公司CPI膜材、防护 镀膜等产品在卫星柔性太阳翼等领域具备技术适配性，可满足相关航天设备对材料性能的核心需求。公 司将持续关注全球商业航天领域的发展机遇，积极拓展相关业务合作。 ...

方邦股份在互动平台表示，公司可剥铜已陆续通过部分代表性载板厂商和相关头部终端客户的批量验 证，持续获得小批量量产订单。 ...

智通财经APP讯，瑞声科技(02018)发布公告，于2025年12月11日，该公司斥资1129.64万港元回购30万 股股份，每股回购价格为37.22-37.8港元。 ...

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，2025年前三季度公司 主营产品产能利用率维持在较高水平；公司将围绕主业，并瞄准新兴应用领域规划布局新产能，近期公 司投资立项建设"高端电阻技改扩产项目"和"新增月产1亿只大电流叠层电感器技改扩产项目"，布局新 兴领域所需高端电子元件，助力企业高端转型。 ...

Group 1 - The core viewpoint of the article is that Shunluo Electronics (002138.SZ) has indicated that its products are applicable in the aerospace field [1] Group 2 - The company has engaged with investors through an interactive platform to communicate its product capabilities [1]

南财智讯12月10日电，惠伦晶体公告，公司因披露的2021年、2022年年度报告存在虚假记载，根据广东 证监局下发的《行政处罚事先告知书》及《深圳证券交易所创业板股票上市规则》相关规定，公司股票 交易将被实施其他风险警示。公司股票自2025年12月10日开市起停牌1天，于2025年12月11日开市起复 牌。复牌后，证券简称由"惠伦晶体"变更为"ST惠伦"，证券代码仍为300460，股票交易日涨跌幅限制仍 为20%。 ...