Electronics

Search documents
云汉芯城创业板上市 为电子产业链创新升级持续赋能
Zhong Zheng Wang· 2025-09-30 05:45
Group 1 - Yunhan Chip City was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on September 30, with stock code "301563", marking a significant recognition of its innovative service model and technical capabilities in the electronic manufacturing supply chain [1] - The company focuses on enhancing the efficiency of the electronic industry chain through internet technology, targeting the R&D, production, and procurement needs of small-batch electronic components [1] - Yunhan Chip City has integrated thousands of quality suppliers globally, creating a comprehensive database with over 44 million electronic component SPUs, providing supply assurance for numerous downstream customers [1] Group 2 - The company has over 690,000 registered users and has served more than 158,000 enterprise clients, showcasing its extensive reach in the market [1] - Yunhan Chip City aims to extend its services across the supply chain, offering one-stop digital supply chain services, including product technical solution design, PCBA manufacturing, and technical support for electronic engineers [1] - The listing is seen as a new chapter for Yunhan Chip City, which plans to enhance its platform through big data and electronic industry collaborative manufacturing services, addressing pain points in the electronic industry chain [2]
Mitsubishi Electric Develops New Contactless Body Sensor Allowing High-Precision Monitoring of Vital Body Data
Businesswire· 2025-09-30 03:00
Core Insights - Mitsubishi Electric Corporation has developed a new type of contactless body data sensor that can detect minute variations in heart rates, respiration, and other vital body indicators with high precision [1] - This new sensor enables continuous and accurate daily measurement of health data in situations where contact-type sensors, such as smartwatches, may be difficult to use [1] - The introduction of this sensor is expected to enhance people's health, security, and well-being [1]
云栖大会看点多,硬件+平台开放助力国产AI芯片及模型落地 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-30 02:08
【责任编辑:杨梓安 】 以下为研究报告摘要: 金元证券近日发布电子行业周度点评报告:本周上证指数上涨0.21%,深证成指上涨 1.06%,沪深300指数上涨1.07%,申万电子版块上涨3.51%,电子行业在全行业中的涨跌幅 排名为3/31。电子行业本周整体呈现涨跌互现的格局,细分领域表现差异显著。从申万二级 行业数据看,半导体板块以7.64%的周涨幅领跑电子行业,其细分申万三级行业中,半导体 设备子板块表现尤为突出,涨幅达到15.56%,成为板块增长的主要驱动力。 全行业:本周上证指数上涨0.21%,深证成指上涨1.06%,沪深300指数上涨1.07%,申 万电子版块上涨3.51%,电子行业在全行业中的涨跌幅排名为3/31。板块个股涨幅前五名分 别为:聚辰股份、长川科技、晶合集成、唯特偶、江丰电子;跌幅前五名分别为:隆扬电 子、永新光学、东田微、科森科技、天通股份。电子行业:电子行业本周整体呈现涨跌互现 的格局,细分领域表现差异显著。从申万二级行业数据看,半导体板块以7.64%的周涨幅领 跑电子行业,其细分申万三级行业中,半导体设备子板块表现尤为突出,涨幅达到 15.56%,成为板块增长的主要驱动力。元件板块 ...
云汉芯城:在供应链能力和产业互联网持续研发投入 不断提升整体的技术服务能力
Quan Jing Wang· 2025-09-29 23:22
9月18日,云汉芯城(301563)首次公开发行股票并在创业板上市网上路演在全景网成功举行。公司9月 19日开启网上、网下申购。云汉芯城董事长曾烨,首席财务官、董事会秘书周雪峰;以及保荐机构代表 国金证券执行总经理、保荐代表人丘永强和执行总经理、保荐代表人曾弘霖共同参加了公司上市路演活 动。 全景网了解到,云汉芯城新股发行价为27元/股,申购代码为301563。 了解云汉芯城首次公开发行股票并在创业板上市网上路演的更多精彩内容,可点击进入全景路演: https://rs.p5w.net/html/175792481090349.shtml 云汉芯城自2008年创立以来,重点聚焦电子制造产业中小批量电子元器件研发、生产、采购需求,通过 有效运用数字技术和互联网技术,基于自建自营的云汉芯城B2B线上商城,主要为电子制造产业提供高 效、专业的电子元器件供应链一站式服务,并延伸至产品技术方案设计、PCBA生产制造服务、电子工 程师技术支持等在内的多个领域。 云汉芯城首席财务官、董事会秘书周雪峰介绍公司研发费用时表示,2022年度至2024年度,公司研发费 用金额分别为6,169.79万元、4,898.57万元和4,5 ...
TCL创始人李东生:近五年在粤累计投资达825亿元
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 06:16
当前,全球经贸不确定性持续上升,国际经济贸易格局重构,经济全球化规则改变。面对当前新形势, 广大粤商企业应如何面向全球,建设湾区? 9月29日,世界粤商大会在广州白云国际会议中心举办。全国人大代表,广东省总商会名誉会长,TCL 创始人、董事长李东生在会上提出了一种新的出海方式:中国企业要从"出海布局"到"本土生根",突 破"海外产销"传统模式,打造世界级制造业集群。 李东生表示,大湾区拥有完整的产业链、供应链体系,形成了多个万亿级电子信息产业集群,建立起相 对竞争优势。 他表示:"我们期待与更多企业共建联合实验室和技术创新联盟,特别是在AI大模型、半导体显示、新 型材料等关键领域协同攻关。" 李东生认为,适应全球化新阶段,做大全球业务、拉动出口与国内产业,核心是从"产品输出"升级 为"能力输出"与"生态落地"。 他表示,TCL今年上半年业绩印证了此路径的有效性:整体营收1728亿,增长12%,其中海外营收817 亿元,增长15%,占比约50%;同期出口增长6%。因此,中国企业的全球化,要从海外生产装配、销售 到建立覆盖全球市场的制造供应链,提升品牌力,依托国内的产业优势在全球实现更大商业价值。 TCL作为从大 ...
CCL_PCB_ 持续关注规格迁移;维持电子材料(EMC)买入评级,目标价调整
2025-09-29 03:06
TUC: see positive as M8 becomes mainstream in 2026 CCL/PCB: stay tuned for continuous spec migration; maintain Buy on EMC/TUC Price Objective Change Continue to see spec upgrades across CCL and PCB Accessible version Within the CCL space, we notice the recent concern about AWS product transition, which we expect to last into 1Q26. However, we also witness the continuous upgrade of CCL material, which is evidenced by 1) the more significant upgrade in copper foil (vs/ glass fiber cloth previously); and 2) th ...
10年数据:国庆节后A股上涨概率70%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-28 23:17
| | | 近十年国庆前后上证指数涨跌幅(%) | | | --- | --- | --- | --- | | 年份 | 最后一个交易日 | 节后首个交易日 | 节后5个交易日 | | 2015 | 0. 48 | 2. 97 | 6.87 | | 2016 | 0. 21 | 1. 45 | 1. 97 | | 2017 | 0. 28 | 0. 76 | 1. 24 | | 2018 | 1. 06 | -3.72 | -7.60 | | 2019 | -0. 92 | 0. 29 | 3.53 | | 2020 | -0. 20 | 1. 68 | 3.55 | | 2021 | 0. 90 | 0. 67 | -0. 28 | | 2022 | -0. 55 | =1. 66 | 1. 57 | | 2023 | 0. 10 | -0. 44 | -0.72 | | 2024 | 8.06 | 4. 59 | -1. 56 | | | | 教据来源: Wind 出品:21财经客户端 南财快讯工作室 | | 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 记者丨杨乔羽 编辑丨叶 ...
10年数据透视:国庆节后A股上涨概率70%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-28 15:11
Core Viewpoint - The market performance after the National Day holiday is generally positive, with historical data indicating a high probability of gains in major indices [1]. Market Performance - Over the past ten years, the Shanghai Composite Index and Shenzhen Component Index have shown a 70% probability of rising on the first trading day after the National Day holiday, with 60% and 70% probabilities of gains over the subsequent five trading days, respectively [1]. - The Shanghai Composite Index recorded five years of gains and five years of losses in October, while the Shenzhen Component Index had seven years of gains and three years of losses [2]. Historical Index Changes - The performance of the Shanghai Composite Index on the first trading day after the holiday varied, with notable years including: - 2015: +2.97% - 2018: -3.72% - 2024: +4.59% [2] - The Shenzhen Component Index also showed fluctuations, with: - 2015: +4.07% - 2018: -4.05% - 2024: +9.17% [2]. Sector Performance - The probability of gains in various sectors after the National Day holiday is generally above 50%, particularly in the following sectors: - Computer, Communication, and Electronics [4]. - Banking, Non-bank Financials, and Automotive sectors also show high probabilities of gains in the weeks following the holiday [4]. Investment Outlook - Multiple brokerages have a positive outlook for the A-share market post-holiday, suggesting investors hold stocks during the holiday to better navigate market changes [5]. - Specific sectors recommended for investment include: - Electronics (consumer electronics, semiconductors) - Communication (computing power) - Machinery (robots) - Non-ferrous metals (rare and precious metals) - Media (gaming) - Computing (AI applications) [5][6]. - Conservative investors are advised to maintain positions and respond flexibly to market changes after the holiday [6].
专访硕成科技董事长曾庆明:深耕电子材料领域,打造百年企业
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-28 13:13
2024年以来,AI科技革命席卷全球,推动算力、高速网络通信、智能驾驶等下游领域高速发展,PCB(印制电路板)行业进入新一轮增长周期。 (原标题:专访硕成科技董事长曾庆明:深耕电子材料领域,打造百年企业) 南方财经记者 杨期鑫 庞成、视频拍摄剪辑记者 朱治宣 实习生姚文琪 吴佳钒 韶关报道 2025年A股上市企业半年报数据显示,超20家PCB相关上市企业营收增幅超20%,其中胜宏科技、生益电子等龙头企业归母净利润同比增长超 300%。 在AI浪潮的推动下,广东涌现出一批具有全球竞争力的PCB企业。其中,成立于2013年的硕成科技股份有限公司,凭借在电子材料领域的持续深 耕,成功打破该领域长期被国外企业垄断的局面,发展成为国内电子材料领域的领军企业之一。 《新粤商》:当前PCB行业发展态势如何,硕成在其中扮演什么角色? 曾庆明:现在我们从上市公司的半年报都可以看得出来,当前PCB行业整体呈现迅猛发展态势。以上市公司披露报表为准的话,整个行业上半年 营收增长20%以上,同时利润也是增长比较多。从行业格局上看,呈现"强者愈强"的局面:头部企业规模持续扩大,而中小厂商面临更大压力。高 端产品领域——如应用于AI、算力 ...
中航光电:公司在液冷服务器方面与头部互联网厂商及主要服务器厂商建立合作关系
Xin Lang Cai Jing· 2025-09-28 11:04
Core Viewpoint - The company has established itself as a leader in the liquid cooling server market, providing a comprehensive range of products and forming partnerships with major internet and server manufacturers [1] Group 1 - The company offers a full suite of liquid cooling products including fluid connectors, heat exchangers, manifolds, and CDU [1] - The company has nearly two decades of experience in developing liquid cooling products, positioning it as one of the early developers in this field in China [1] - The company possesses significant advantages in technical standard formulation, customization of full-link liquid cooling solutions, product variety, and product reliability [1]