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开源证券:全球光电产业向中国转移 看好高端膜材料国产替代
智通财经网· 2026-01-09 08:00
(4)斯迪克:公司拥有OCA离型膜、MLCC离型膜、偏光片离型膜等,已建成并投产3条进口PET光学膜 拉膜线及10条进口离型膜生产线,离型膜几乎全部自制,具备较高光学性能要求的PET基膜部分外购, 部分自制。 (二)光学级PVA膜、TAC膜:主要由日本可乐丽、日本合成化学、日本富士胶片等供应。国产厂商方 面,(1)皖维高新:公司是中国内地唯一一家批量生产销售PVA光学薄膜的生产商,目前拥有两条PVA光 学薄膜生产线(500+700万平方米),投资新建2000万平方米/年TFT偏光片用宽幅PVA光学薄膜项目。 (2)乐凯胶片:公司拥有年产能800万平方米的TN/STN型TAC膜产线,当前处于满产状态。该产线2024 年实现营收7,818.84万元,处于盈利状态。公司TAC膜3#生产线于2025年7月建成(年产能2400万平方 米),有望逐步实现中高端光学TAC膜批量化生产。 (2)洁美科技:公司加速中高端MLCC离型膜、多种用途离型膜等市场开拓,已在国巨、华新科、风华高 科、三环集团等采用自制基膜稳定批量供货,并在宇阳科技、微容电子等完成了导入工作,顺利完成韩 日系大客户(三星、村田)的验证和批量供货。 (3) ...
武汉光博会打造光电产业旗舰展会
Chang Jiang Ri Bao· 2025-12-22 01:04
Core Viewpoint - The 21st "China Optics Valley" International Optoelectronic Expo and Forum will be held in May 2026 in Wuhan, focusing on laser optics, optical communication, and the entire downstream industry chain, showcasing cutting-edge technologies and innovations in the global optoelectronic field [1][3]. Group 1: Event Overview - The theme of the 2026 expo is "Connecting Everything with Light, Leading the Future" [1]. - The event is expected to expand in scale, with an exhibition area projected to exceed 30,000 square meters, gathering over 400 global exhibitors and 30,000 professional visitors [1]. - In 2025, the expo attracted 390 companies from 12 countries and regions, receiving more than 27,000 professional visitors [1]. Group 2: Involvement of Reed Exhibitions - Reed Exhibitions, a leading global exhibition organization, will leverage its extensive client network and marketing capabilities to enhance the expo [2]. - The organization aims to integrate high-quality procurement resources from sectors like electronics manufacturing, automotive, and semiconductors, facilitating connections between optoelectronic companies and downstream applications [2]. - Reed Exhibitions plans to attract more international exhibitors and professional visitors, increasing the expo's global influence [2]. Group 3: Focus Areas and Activities - The expo will concentrate on four core areas: laser technology, optical communication, precision optics, and optoelectronic technology and applications [2]. - It will feature high-end seminars covering topics such as smart photonics, laser industry, and silicon photonics, with participation from academicians and industry leaders [2]. - The event aims to promote the integration of optoelectronic technology with key industries in Central and Western China, such as automotive engineering and biomedicine [2][3].
叙州区工商联与重庆市巴南区工商联缔结友好工商联
Xin Lang Cai Jing· 2025-12-02 11:59
为深化民营企业交流合作,近日,叙州区委统战部副部长、区工商联党组书记郑显未率新入会企业家、副主席(副会长)代表等20余人,赴重庆市巴南区 考察学习,并与巴南区工商联缔结友好工商联(商会)。 考察组一行先后走进重庆惠科金渝光电科技有限公司、玛格家居股份有限公司,深入生产车间、研发中心及产品展厅开展调研,就光电产业、家居数字化 与叙州区产业的协同可能性进行了深入探讨和交流。 书记郑显未分别代表两地工商联(总商会)签订缔结友好工商联(商会)协议,正式建立长期友好合作关系。 双方表示,将本着"优势互补、互惠互利、平等合作、资源共享"的原则,充分发挥工商联桥梁纽带作用,搭建两地企业经贸往来、技术交流、人才互动的 平台,助力两地产业协同发展,积极融入成渝地区双城经济圈建设。 下一步,两地工商联将建立长效沟通机制,积极开展考察互访、产业对接等活动,推动友好合作走深走实,为两地民营经济高质量发展注入新动能。 来 源:叙州区工商联 座谈会上,播放了巴南区、叙州区招商宣传片,介绍了两地经济社会发展概况、产业优势及民营经济发展成果,围绕服务"两个健康"、优化营商环境、商 会组织建设等方面的先进做法进行探讨。在亲切友好的氛围中,巴南 ...
“博士看禅城”:高层次人才与佛山产业互抛“橄榄枝”
Core Insights - Foshan is increasingly attractive for young entrepreneurs due to its high cost-performance ratio and government talent introduction policies [1][2] - The city has established a comprehensive talent cultivation model, with over 100 postdoctoral researchers and more than 500 patents applied [2] - Foshan's manufacturing sector is undergoing a digital transformation, with significant advancements in the semiconductor and new materials industries [2][3] Group 1: Talent Development - Foshan has built 26 postdoctoral research platforms and has attracted over 100 postdoctoral researchers, leading to a robust talent cultivation ecosystem [2] - The number of PhDs in Foshan has increased from approximately 300 to nearly 8000 over the past 15 years, indicating a significant growth in high-level talent [2] - The city has a total talent pool exceeding 2.48 million, including over 7600 PhDs and 149.6 million skilled workers [3] Group 2: Industry and Innovation - Foshan's innovation incubation platforms focus on high-end equipment, new materials, digital information, intelligent manufacturing, electronic information, and biomedicine [1][2] - The Guangdong Academy of Sciences' Foshan Industrial Technology Research Institute has facilitated technology connections for over 100 tech companies, resulting in the establishment of 37 technology-based SMEs [1] - Companies like Guoxing Optoelectronics and Foshan Plastics Technology Group are actively engaging with high-level talent to foster collaboration in the semiconductor and new materials sectors [2][3] Group 3: Government Support and Environment - The local government provides substantial support in terms of office space, funding, and talent introduction, enhancing the business environment for high-level talent [3] - Foshan has been recognized as a "National Talent-Friendly City" and "Best Talent Introduction City," reflecting its growing appeal to high-level professionals [3]
苏州95家企业入选省国家专利产业化样板企业培育库
Su Zhou Ri Bao· 2025-06-23 01:12
Group 1 - Jiangsu Province has officially released a list of 500 small and medium-sized enterprises (SMEs) included in the national patent industrialization model enterprise cultivation database, with 95 enterprises from Suzhou, accounting for 19% of the total, ranking first in the province [1] - In 2024, the National Intellectual Property Administration and related departments will implement the "Patent Industrialization Promotion Plan for SME Growth," focusing on cultivating high-growth SMEs and promoting patent industrialization as a pathway for their development [1] - Suzhou's Market Supervision Administration is systematically advancing patent transformation and application, aiming to bridge the gap for high-value patents to reach industrial application [1] Group 2 - Suzhou has cultivated a total of 185 national intellectual property advantage and demonstration enterprises, leading the province, and has developed 1,863 intellectual property-intensive enterprises through tiered cultivation [2] - The city is focusing on the "1030" industrial system and actively building key industry intellectual property operation centers, including the "Yangtze River Delta Optical Communication Industry Intellectual Property Alliance," to support over 1,500 enterprises [2] - A total of 2,499 patent-intensive products from 1,443 enterprises have been registered on national platforms, with 235 products recognized, showcasing the significant impact of patents on enhancing product competitiveness [2] Group 3 - Suzhou is focusing on high-value patent cultivation to drive transformation, establishing the first national research center for standard-essential patents in strategic emerging industries [3] - The city has initiated a project for guiding intellectual property operations and has completed inventory work for nearly 14,000 patents from 37 universities and research institutions, involving 7,577 enterprises, which is 26% of the province's total [3] - Efforts are being made to create replicable licensing rules and models to facilitate patent transformation channels [3] Group 4 - Suzhou is leveraging the Jiangsu International Intellectual Property Operation and Trading Center to build an efficient online and offline intellectual property trading system and resource docking platform [4] - The city has established 38 intellectual property workstations, providing services to over 8,000 enterprises through training and support for patent applications and brand building [4] - The Market Supervision Administration will continue to enhance patent transformation and application, aiming to convert more patent results into core competitiveness and inject "intellectual property" momentum into the development of new productive forces [4]
扬州经开区:凝聚新兴领域力量 共绘发展“新”画卷
Xin Hua Ri Bao· 2025-05-15 21:52
Group 1 - The core viewpoint emphasizes the effective promotion of new emerging sectors through innovative party-building initiatives in Yangzhou Economic Development Zone, which injects strong momentum into high-quality economic and social development [1][2][3] Group 2 - The organization focuses on building a robust organizational system in emerging sectors, establishing 39 new party organizations and developing 245 new party members in the past three years, accounting for 66.6% of the total party member development in the region [1] - The service initiatives include the deployment of 32 "Red Collar Specialists" and 18 "Project Secretaries" to address enterprise needs, resulting in the collection of 531 issues and demands over three years, and conducting 238 service activities to resolve financing, technical, and talent shortages [2] - The collaborative governance approach integrates resources from government, industry, academia, and finance, leading to the establishment of multiple shared platforms and cooperation projects, enhancing the role of party members in community governance and volunteer services [3]