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东芯股份:公司股票将于2025年9月3日开市起复牌
Xin Lang Cai Jing· 2025-09-02 11:27
东芯股份公告,公司股票将于2025年9月3日开市起复牌。公司股票价格自2025年7月29日以来多次触及 股票交易异常波动及严重异常波动情形。公司已发布5次异常波动、严重异常波动、交易风险提示公 告,提示股票交易风险。公司股价累计涨幅为207.85%,显著高于上证综指、科创50、科创100等相关 指数涨幅。公司股票交易平均换手率为11.77%,显著高于前期换手率水平。公司滚动市盈率为53.35, 目前公司滚动市盈率为负数。公司2025年上半年实现营业收入3.43亿元,同比增加28.81%;归属于上市 公司股东的净利润-1.11亿元,同比亏损金额增加1984.74万元;归属于上市公司股东的扣除非经常性损 益的净利润-1.27亿元,同比亏损金额增加2739.98万元。 ...
立昂技术:公司将持续关注国产供应链进展并结合业务需求积极合作
Zheng Quan Ri Bao· 2025-09-02 10:40
(文章来源:证券日报) 证券日报网讯立昂技术9月2日在互动平台回答投资者提问时表示,公司在2024年作为有限合伙人与普通 合伙人北京恒盛融通投资管理有限公司以及其他有限合伙人共同签署《青岛盛通顺合创业投资合伙企业 (有限合伙)合伙协议》,共同出资设立私募基金青岛盛通顺合创业投资合伙企业(有限合伙),其投 资标的为武汉新芯集成电路制造有限公司。国产光芯片、光模块替代趋势下,相关设备性价比提升将有 利于公司降低采购与运营成本,公司也将持续关注国产供应链进展并结合业务需求积极合作。公司投资 事项将依照相关法律法规要求履行信息披露义务。具体投资情况详见公司已披露的相关公告。 ...
海特高新(002023) - 002023海特高新投资者关系管理信息20250902
2025-09-02 10:36
Group 1: Financial Performance - The company achieved a revenue of 70,505.32 million yuan in the first half of 2025, representing a year-on-year growth of 14.08% [1] - The net profit attributable to shareholders reached 6,370.41 million yuan, with a year-on-year increase of 35.31% [1] Group 2: Business Strategy and Development - The company has established a "three-in-one + industrial investment" development strategy, aligning its business with national goals in aviation and technological independence [2] - Significant advancements in product development include the successful evaluation and delivery of various systems such as drone engine electronic control systems and commercial aircraft oxygen systems [2] Group 3: Logistics and Market Position - The company is the first third-party modification company globally for the Airbus EFW A321 passenger-to-freighter project and the only one in China capable of modifying both B737NG and A321 aircraft [2] - An estimated 2,991 new freighters and passenger-to-freighter conversions are expected to be delivered over the next 20 years, with 2,041 passenger aircraft projected to enter the cargo market by 2041 [2] Group 4: Investment and Innovation in Low-altitude Economy - The company completed a strategic investment in "Aosi Technology," focusing on the future of the low-altitude economy and leveraging its technological advantages [3] - The company has developed the first domestic eVTOL simulator and is involved in multiple low-altitude industry standard formulations [3] - Successful development of the first 600 kW turboshaft drone engine control system, with initial deliveries to customers underway [3]
8月盘点:成都重要投融资事件及产业环境数据汇总
Sou Hu Cai Jing· 2025-09-02 08:55
Core Insights - In August, Tianhu Technology recorded 27 investment events related to technology innovation and entrepreneurship in Chengdu, indicating a vibrant investment landscape in the region [1] Investment Events Summary - Chengdu Wanying Microelectronics Co., Ltd. completed A-round financing, with undisclosed investment from Chengdu High-tech Intermediate Entrepreneurship Investment Partnership [4] - Haotai Intelligent (Chengdu) Technology Co., Ltd. completed A-round financing, with undisclosed investment from Gaokang Capital [5] - Zongjiyuan (Chengdu) Technology Co., Ltd. completed equity financing, with undisclosed investment from Guanghua Wutong Fund and Chengdu Science and Technology Innovation Investment Group [6] - Yuan Ce Information Technology (Chengdu) Co., Ltd. completed equity financing, with undisclosed investment from Chuangyuan Xinke and Changshi Capital [7] - Chengdu Zhongke Zhuoer Intelligent Technology Group Co., Ltd. completed B-round financing of several hundred million RMB, led by Bank of China International Investment [8] - Chengdu Daguang Bochuang Information Technology Co., Ltd. completed Pre-A round financing of tens of millions RMB, with undisclosed investment [9] - Chengdu Feisida Rui Technology Co., Ltd. completed equity financing, with undisclosed investment from Deep Venture Capital [10] - Renxin Welding Robot (Chengdu) Co., Ltd. completed A-round financing of tens of millions RMB, exclusively invested by Deep Venture Capital [11] - Sichuan Embodied Human-Shaped Robot Technology Co., Ltd. completed a new round of equity financing, with undisclosed investment [12] - Dongcha Shikong (Chengdu) Technology Co., Ltd. completed a new round of equity financing, with undisclosed investment [13] - Chengdu Zhong'an Automation Engineering Co., Ltd. completed B+ round financing, with investment from multiple firms [14] - Chengdu Zeling Biological Medicine Technology Co., Ltd. completed nearly 400 million RMB in B+ round financing, led by Qiming Venture Partners [15] - Chengdu Zhongke Mig Detection Technology Co., Ltd. completed angel round financing, with undisclosed investment [16] - Chengdu Oda Biological Technology Co., Ltd. completed A-round financing of 30 million RMB, with investment from Daoyuan Capital [18] - Chengdu Heerkang Medical Technology Co., Ltd. completed equity financing, with undisclosed investment [19] - Chengdu Xingrui Jingxuan Biological Technology Co., Ltd. completed equity financing, with undisclosed investment from Fosun Pharma [20] - Sichuan Hongpeng Aerospace Equipment Intelligent Manufacturing Co., Ltd. completed a new round of equity financing, with undisclosed investment [21] - Chengdu Xingsheng Special Carbon Technology Co., Ltd. completed equity financing, with undisclosed investment [22] - Chengdu Taikun Technology Co., Ltd. completed equity financing, with undisclosed investment [23] - Sichuan New Work Green Hydrogen Technology Co., Ltd. completed 60 million RMB in equity financing [24] - Sichuan Oil and Gas Exploration and Development Co., Ltd. completed equity financing, with undisclosed investment [24] - Chengdu Chuangzuo Smart IoT Technology Co., Ltd. completed a new round of financing, with several million RMB investment [25] - Sichuan Xiong Miao Smart Kitchen Technology Co., Ltd. completed equity financing of tens of millions RMB, with investment from Guoquan Food [26] - Sichuan Tongdianyou Technology Co., Ltd. completed equity financing, with investment from Zhenge Fund [27] - Sichuan Haijixing Smart Supply Chain Technology Co., Ltd. completed 480.39 million RMB in A-round financing [28] Industry Trends - The electronic information sector is the most active, with 7 investment events, followed by digital economy, health care, and green low-carbon sectors, each with 5 events [3] - The high-tech industry in Chengdu is seeing significant investment interest, particularly in integrated circuits and advanced manufacturing technologies [3]
帝奥微:近日已推出 eUSB2 中继器产品
Zhi Tong Cai Jing· 2025-09-02 08:38
帝奥微(688381.SH)公告,公司自主研发的eUSB repeater(eUSB2中继器)产品已在近日推出。 ...
新紫光集团等成立科技新公司 含集成电路业务
Zheng Quan Shi Bao Wang· 2025-09-02 07:49
人民财讯9月2日电,企查查APP显示,近日,北京芯紫志高科技有限公司成立,法定代表人为马晖,注 册资本1000万元,经营范围含集成电路设计、通讯设备销售、电子产品销售、计算机软硬件及辅助设备 批发等。企查查股权穿透显示,该公司由新紫光集团有限公司旗下北京紫光科技发展有限公司以及北京 广大融信科技有限公司、北京芯紫信息技术合伙企业(有限合伙)共同持股。 ...
新紫光集团等成立科技新公司,含集成电路业务
Qi Cha Cha· 2025-09-02 07:38
(原标题:新紫光集团等成立科技新公司,含集成电路业务) 企查查APP显示,近日,北京芯紫志高科技有限公司成立,法定代表人为马晖,注册资本1000万人民 币,经营范围含集成电路设计、通讯设备销售、电子产品销售、计算机软硬件及辅助设备批发等。企查 查股权穿透显示,该公司由新紫光集团有限公司旗下北京紫光科技发展有限公司以及北京广大融信科技 有限公司、北京芯紫信息技术合伙企业(有限合伙)共同持股。 ...
“科创板迈向‘新高地’暨‘硬科硬客’2025年会”9月10日将在上海举行
Zhong Guo Jing Ying Bao· 2025-09-02 07:04
Core Viewpoint - The "2025 Hard Science and Hard Customer" annual conference, organized by China Business News, will take place on September 10 in Shanghai, focusing on the reform of the Sci-Tech Innovation Board and promoting the implementation of various reform measures [1] Group 1 - The conference will gather over 120 prominent guests from regulatory bodies, leading listed companies on the Sci-Tech Innovation Board, high-end think tanks, and market institutions to discuss China's "hard technology" strength [1] - The event will feature keynote speeches and roundtable discussions, with six major industry chain themes including innovative drugs, artificial intelligence and robotics, integrated circuits, low-altitude economy, rail transportation, and new materials [1] - During the conference, the organizer will announce the "2025 Hard Science and Hard Customer Cup" to recognize exemplary companies and individuals that demonstrate "hard technology" capabilities and innovative leadership [1]
YMTC → HBM ?
是说芯语· 2025-09-02 06:37
Group 1 - The Chinese semiconductor industry is heavily investing in and pursuing the development of High Bandwidth Memory (HBM), with local NAND manufacturer Yangtze Memory Technologies Corp (YMTC) actively researching DRAM and seeking collaborations with domestic DRAM manufacturers [1] - HBM is a memory technology that vertically stacks multiple DRAM chips to enhance data processing performance, considered crucial for AI data centers [1] - YMTC is reportedly in discussions with partners to order DRAM research and development equipment for HBM, with expectations to complete this by the end of the year [1] Group 2 - China's efforts to achieve semiconductor self-sufficiency are yielding results, with significant investments in AI chip development aimed at reducing reliance on foreign technology [3] - In 2023, Beijing has invested over $8.4 billion to promote AI and semiconductor localization, with a goal to double the production of domestic AI chips by 2026 and achieve an 82% self-sufficiency rate by 2027 [3] - Leading DRAM suppliers in China are preparing to mass-produce the fourth generation of HBM (HBM3) chips next year, with analysts noting that the technology gap is closing faster than expected [3] Group 3 - Experts warn that if current trends continue, the leading position of South Korean memory chip manufacturers may be weakened due to the rapid technological advancements of Chinese chipmakers supported by strong capital and human resources [4] - There is a call for South Korea to enhance its competitiveness, particularly in HBM technology, emphasizing the need for bold investments in AI semiconductor innovation [4] - Some analysts view the rise of Chinese manufacturers as an opportunity for market diversification, potentially providing new growth opportunities for South Korean memory chip suppliers if they can maintain performance advantages in next-generation memory [4]
聚辰股份股价跌5.12%,平安基金旗下1只基金重仓,持有800股浮亏损失3688元
Xin Lang Cai Jing· 2025-09-02 06:03
Group 1 - The core point of the news is that 聚辰股份 (Jucheng Semiconductor) experienced a decline of 5.12% in its stock price, reaching 85.40 yuan per share, with a trading volume of 5.36 billion yuan and a turnover rate of 3.87%, resulting in a total market capitalization of 135.03 billion yuan [1] - Jucheng Semiconductor, established on November 13, 2009, and listed on December 23, 2019, is located in Shanghai and specializes in the research, design, and sales of integrated circuit products, with its main business revenue entirely derived from chip sales [1] Group 2 - From the perspective of major fund holdings, 平安基金 (Ping An Fund) has one fund heavily invested in Jucheng Semiconductor, specifically the 平安国证2000ETF (Ping An National Index 2000 ETF), which held 800 shares in the second quarter, accounting for 0.41% of the fund's net value, making it the third-largest holding [2] - The Ping An National Index 2000 ETF, established on August 25, 2023, has a latest scale of 15.9968 million yuan, with a year-to-date return of 29.08%, ranking 1477 out of 4222 in its category, and a one-year return of 63.79%, ranking 1157 out of 3781 [2] - The fund manager, 李严 (Li Yan), has been in the position for 1 year and 253 days, managing a total fund asset size of 12.611 billion yuan, with the best fund return during his tenure being 60.35% and the worst being 11.99% [2]