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【科技自立·产业自强】盛景微:参与研制国内首套露天矿全无线爆破系统成功应用 填补国内技术空白
Zheng Quan Shi Bao Wang· 2025-10-07 00:27
转自:证券时报 2025年9月,由盛景微参与研制的国内首套露天矿全无线爆破系统成功应用。该系统实现了从地表到炮 孔的全域无线起爆,攻克了无线信号穿透复杂介质的核心技术壁垒,彻底摆脱了对传统线缆的依赖,填 补了国内技术空白。盛景微依托其高性能、低功耗的专用芯片优势,以及省级工程技术研究中心和 CNAS认证实验室等平台,将技术实力成功转化为在工业安全、地质勘探等多领域广泛应用的产品矩 阵,其电子雷管核心模块已在国内市场占据领先地位。 人民财讯10月7日电,盛景微凭借其在工业电子雷管核心控制组件与专用芯片领域的技术深耕,正不断 以创新实力驱动产业升级。 ...
美联储降息推动日韩股市继续走高,中芯国际总市值突破1万亿元
Di Yi Cai Jing· 2025-09-18 03:04
美联储较好回应了市场的关切,但也保持了克制。 美联储如期公布9月利率决议,降息25个基点,点阵图并暗示年内还有两次降息,完全符合市场预期。 虽 然点阵图预示明年或仅降息1次,随后等到2027年再降息一次,2028年停止降息,但美联储主席鲍威尔 表示,点阵图显示为个人预测并非计划,政策未设定预设路径。 中金公司发布研报称,美联储9月降息25个基点,符合市场预期。美联储较好回应了市场的关切,但也 保持了克制。此前期待的降息50个基点并未出现,决策者对于下一步降息存在较大分歧。由于就业数据 过于疲软,预计联储或将于10月再次降息,但在这之后,通胀升温将使降息门槛越来越高,货币宽松空 间也将受限。当前美国经济的症结并非需求不足,而是成本上升。 据芝商所"美联储观察"(CME Fedwatch)分析,美联储10月维持利率不变的概率为12.3%,降息25个 基点的概率为87.7%。美联储12月维持利率不变概率为1.1%,累计降息25个基点的概率为19.0%,累计 降息50个基点的概率为79.9%。 日股再创历史新高 日经225指数18日开盘即快速拉涨,截至9点半左右,已上涨0.75%,再创历史新高,房地产和科技板块 领涨 ...
三菱电机(6503.T):投资者关系日:看好业务/投资调整、工厂自动化成本削减;商业模式转型;买入
Goldman Sachs· 2025-05-30 03:00
Investment Rating - The report maintains a "Buy" rating for Mitsubishi Electric (Melco) [1][5][22]. Core Insights - Mitsubishi Electric is undergoing a significant transformation, shifting from a product sales-based business model to one that leverages data extracted from components, focusing on miniaturization and discontinuing non-strategic businesses [2][5]. - The company plans to invest in data center optical devices instead of power components due to a slowdown in xEV applications, and aims to localize its FA operations [2]. - Melco is targeting a shareholder return rate of 50% or higher and aims to maintain a debt-to-equity ratio of 0.3x [4][10]. Summary by Relevant Sections Business Strategy - Melco expects sales to grow from ¥2.1 trillion and an operating profit margin of 6.6% in FY3/22 to ¥2.5 trillion and 9.3% in FY3/26, despite lower-than-expected trends in fixed asset control systems [8]. - The company plans to terminate businesses generating ¥0.5 trillion in sales as part of its portfolio review [8]. Cost Reduction - The company is focused on rapid cost reductions, particularly in China, to address challenges faced by its operations [3]. Capital Allocation - Melco is considering mergers and acquisitions (M&A) in growth sectors such as industrial, HVAC, and AI/digital technologies, with a new M&A budget set at ¥1 trillion through FY3/28 [4][10]. - The company aims to enhance profitability by improving operational efficiency and reallocating resources [10]. Financial Performance - Melco forecasts sales of approximately ¥680 billion for FY3/26, with a target of achieving at least 10% growth in operating profit margin [11][9]. - The company plans to increase production capacity in response to strong orders in its defense business and aims to restore operating profit margins to over 10% through restructuring and cost reductions [5][12]. Semiconductor and Device Business - Melco intends to limit investments in power devices while shifting focus to high-performing optical devices, with plans to accelerate the expansion of its HVDC power module business [20][21]. - The company aims to increase its optical device sales by over 20% annually [21].