格隆汇9月25日丨蓝海华腾(300484.SZ)在互动平台表示，公司参股了华创智企，华创智企的核心产品为 高端伺服驱动系统及人形机器人关节模组，广泛应用于机床、半导体设备、机器人等领域。公司的电动 飞行器电机控制器已进入实验样机测试阶段。 ...

Core Viewpoint - Yibin Jizhi Electronic Technology Co., Ltd. has been established with a registered capital of 500,000 RMB, focusing on various electronic and household appliance-related activities [1] Company Summary - The legal representative of the company is Miao Xingling [1] - The registered capital of the company is 500,000 RMB [1] - The business scope includes sales and manufacturing of household appliances, electronic products, and related components [1] Industry Summary - The company operates in multiple sectors including household appliance sales, electronic product sales, and mechanical and electrical equipment sales [1] - Services offered include installation, repair, and design services related to household appliances and electronic devices [1] - The company is involved in both retail and wholesale of various electronic components and hardware products [1]

格隆汇9月25日丨超频三(300647.SZ)在投资者互动平台表示，目前，公司散热领域主要产品包括消费电 子散热配件、LED照明散热组件等，主要用于CPU等机箱内热源的散热及LED照明灯具的散热。公司将 持续关注散热领域的技术发展，紧跟客户需求不断开发新产品、新技术。 ...

9月25日，国力电子涨5%，截至发稿，报71.40元/股，成交1.12亿元，换手率1.68%，总市值68.06亿元。 责任编辑：小浪快报 汇安核心价值混合A（010740）基金经理为陆丰。 数据显示，汇安基金旗下1只基金重仓国力电子。汇安核心价值混合A（010740）二季度持有股数1.22万 股，占基金净值比例为3.21%，位居第二大重仓股。根据测算，今日浮盈赚取约4.15万元。 汇安核心价值混合A（010740）成立日期2021年3月16日，最新规模1721.68万。今年以来收益14.86%， 同类排名5260/8173；近一年收益26.06%，同类排名5227/8003；成立以来亏损37.93%。 资料显示，昆山国力电子科技股份有限公司位于江苏省昆山开发区西湖路28号，成立日期2000年10月12 日，上市日期2021年9月10日，公司主营业务涉及电子真空器件的研发、生产与销售。主营业务收入构 成为：直流接触器60.00%，真空继电器17.87%，交流接触器11.50%，真空电容器5.33%，真空有源器件 3.49%，其他(补充)1.80%。 从基金十大重仓股角度 截至发稿，陆丰累计任职时间5年142天， ...

华泰证券：关注具备特种电子布全产品矩阵布局、产能扩张快速的公司 华泰证券指出，电子布是PCB-CCL产业链的关键增强材料，AI产业趋势推动高端PCB及其相关上游材 料升级，特种电子布有三大产品升级趋势。市场担忧龙头公司大规模扩产造成特种电子布供给格局恶 化，但华泰证券测算后认为2025年各类特种电子布产品均处在供给紧缺的状态，LowDK-2和LowCTE的 供给紧缺仍将持续到2026年。同时预计2026年Q布有望迎来量产元年。关注具备全产品矩阵布局、产能 扩张快速的公司。 市场昨日低开高走，创业板指盘中再创3年多新高，科创50指数一度涨近5%。沪深两市成交额2.33万 亿，较上一个交易日缩量1676亿。板块方面，存储芯片、光刻机、能源金属等板块涨幅居前，旅游等板 块跌幅居前。截至昨日收盘，沪指涨0.83%，深成指涨1.80%，创业板指涨2.28%。 在今天的券商晨会上，华泰证券指出，关注具备特种电子布全产品矩阵布局、产能扩张快速的公司；中 信证券表示，长视频行业迎来政策利好，展望长剧生态复苏；银河证券提出，海外下半年促销旺季即将 到来，面板采购呈现积极信号。 银河证券指出，海外下半年促销旺季即将到来，面板采购 ...

星标 ★ IPO日报 精彩文章第一时间推送 近日，惠州中京电子科技股份有限公司（以下简称"中京电子"，002579.SZ)披露了2025年度向特定对象发行A股 股票预案，公司拟向不超过35名(含本数)特定对象发行股票。 制图：佘诗婕 其中，公司实际控制人杨林拟认购金额不低于0.7亿元(含本数)且拟认购股票总数不超过本次向特定对象发行股票 总股数的30%(含本数)。发行价格不低于定价基准日前20个交易日公司股票交易均价的80%。本次向特定对象发 行股票的数量为不超过发行前公司总股本的30%。 本次向特定对象发行募集资金总额为不超过7亿元(含本数)，在扣除相关发行费用后将全部用于泰国PCB智能化生 产基地项目、惠州中京产线技改与升级项目及补充流动资金，分别投入募集资金3亿元、2亿元、2亿元。 公司指出，泰国投资建厂，满足公司海外订单需求在泰国投资建厂。2024年，公司国外营业收入52,498.02万 元，占营业收入的比重为17.90%，国外业务是公司业务收入的重要组成部分。 资料显示，中京电子主营业务为印制电路板(PCB)的研发、生产、销售与服务，主要产品为刚性电路板 （RPCB）、高密度互联板（HDI）、柔性电 ...

毛利率方面，A股电子行业公司2025年上半年平均毛利率为25.71%，同比下降0.37个百分点。合力泰、南极光、和辉光电等公司毛利率同比涨幅较大。 超七成公司上半年盈利寒武纪、士兰微等扭亏为盈 财报数据显示，按照申万行业分类，A股电子行业485家企业2025年上半年合计实现营收965.59亿元，同比增长22.11%；归母净利润合计862.65亿元，同比增 长33.09%。 | | CAN XINHUA FINANCE | | | --- | --- | --- | | | | 电子行业2025年上半年营收居前的公司 | | 证券代码 | 证券简称 | 营业总收入（亿元） | | 601138.SH | 工业富联 | 3,607.60 | | 002475.SZ | 立讯精密 | 1,245.03 | | 000725.SZ | 京东方A | 1,012.78 | | 000100.SZ | TCL科技 | 856.62 | | 603296.SH | 华勤技术 | 839.39 | | 002241.SZ | 歌尔股份 | 375.49 | | 001287.SZ | 中电港 | 335.26 | | 300 ...

Core Insights - Corning Incorporated (GLW) is experiencing significant customer growth across various end markets, including consumer electronics, telecom, semiconductors, and solar products [1][9]. Consumer Electronics - Apple is investing $2.5 billion to develop cover glass for iPhones and Apple Watches at Corning's Kentucky facilities, part of a broader $600 billion multiyear investment plan in the U.S. [2] - Samsung is utilizing Corning's advanced Gorilla Glass in its flagship smartphones, alongside other clients like OnePlus, Google, and Xiaomi [2]. Telecom Sector - Lumen is accelerating its network infrastructure deployment in the U.S. using Corning's next-generation fiber optic cables [3]. - AT&T is also leveraging Corning's fiber and connectivity solutions for its network expansion [3]. - Corning has entered a multi-year collaboration with Broadcom to integrate its optical components into Broadcom's Bailly CPO system, addressing the needs of large-scale AI clusters [3]. Solar Market - Corning's U.S.-made solar products are gaining traction, with T1 Energy Inc. opting for Corning's solar components to enhance supply chain reliability [4]. Manufacturing and Supply Chain - Corning is expanding its U.S. manufacturing capacity, benefiting from a strategy that addresses geopolitical volatility and trade uncertainties, leading companies to source domestically [5]. Financial Performance - Corning shares have increased by 81.3% over the past year, slightly below the industry's growth of 84.2% [8]. - Earnings estimates for 2025 have risen by 5.11% to $2.47 per share, while 2026 estimates increased by 5.88% to $2.88 [12]. - The company's shares currently trade at a price/earnings ratio of 29.46, lower than the industry average of 33.18 [10].

Economic Cooperation - The 12th Belt and Road China-Germany Economic Cooperation Dialogue was held in Taicang, focusing on over three decades of exchanges and cooperation between Suzhou and Germany [1] - Suzhou has seen significant growth in German investment, with 731 German-funded enterprises currently operating locally, and bilateral trade reaching $13.774 billion last year, surpassing $8.164 billion in the first seven months of this year [2] - Taicang serves as a strategic hub for German companies, hosting over 560 German firms, which account for 10% of all German manufacturing enterprises in China [3] Investment Trends - By July 2025, Suzhou had utilized a cumulative $3.622 billion in actual German investment, with major companies like Bosch, Siemens, and Voith establishing R&D and production bases in the region [4] - Suzhou enterprises have initiated 133 investment projects in Germany, with a total Chinese contractual investment of $1.76 billion, indicating a proactive approach to global expansion [5] Cultural Integration - Cultural ties between Suzhou and Germany are deepening, with events like the Beer Carnival and the presence of German-style architecture enhancing the experience for German companies [6] - The cooperation extends beyond economics, fostering industrial synergy, talent cultivation, and cultural exchanges [6] Dialogue Significance - The Belt and Road China-Germany Economic Cooperation Dialogue has been a key platform for communication and practical cooperation, held 12 times since 2014, enhancing mutual understanding and trust [7]

【博时市场点评9月24日】两市震荡上涨，创业板涨2.28% 每日观点 今日沪深三大指数上涨，创业板涨超2.2%，电力设备、电子行业涨幅领先，两市成交缩量至2.3万亿。 昨日两融余额小幅缩量，节前资金情绪或趋于谨慎。近年来国内政策在逆周期和跨周期调节之间平衡， 经济更加注重实现质的有效提升和量的合理增长。近期经济增长动能有所减弱，但全年经济增长目标完 成难度不大，政策或仍以托底为主，在落实前期政策等待效果的同时，针对需求不足的核心问题精准施 策，一方面美联储降息后我国货币政策空间打开，另一方面前期"以旧换新"政策效果边际减弱，促进服 务性消费等提振需求的政策或将延续，10月中下旬或是重要的时间窗口。 消息面 国家能源局发布数据显示，8月全社会用电量达到10154亿千瓦时，同比增长5%。7、8月份连续两个月 全社会用电量超万亿千瓦时，这在全球也是首次。当月全国制造业用电量同比增长5.5%，为今年以来 最高。高技术及装备制造业用电量同比增长9.1%，增速显著高于制造业平均水平。 简评：用电量是反映经济活力的"晴雨表"。连续两个月破万亿千瓦时，且制造业特别是高技术制造业用 电增速领先，表明在"两新""两重"等政策拉动 ...