在半导体产业的精密制造版图中，精密温控技术犹如一颗隐匿的明珠，虽鲜少站在聚光灯下，却以其精准的调控能力，为芯片制造的各个环节提供着不可或 缺的支撑。 随着半导体产业加速向中国市场转移，精密温控技术的市场需求持续攀升，中国本土企业正以创新实力重塑市场格局，解决行业关键元器件"卡脖子"问题。 厦门宇电自动化科技有限公司（简称"宇电温控科技"）作为国内工业温控领域的"隐形冠军"，历经35载技术沉淀，成功突破半导体级温控技术壁垒，实现了 从光伏到半导体设备的全产业链国产化替代。 近日，笔者有幸采访到宇电温控科技董事长周宇，其深入剖析了半导体精密温控市场的现状、宇电的切入契机与发展历程，以及其在半导体领域的创新布局 与长远规划。 破局：顺势挺进制造业"金字塔" 在半导体芯片制造的复杂流程中，精密温度控制技术是确保芯片良率与性能的关键因素。从光刻、刻蚀、薄膜沉积等前道工艺，到固晶、塑封、测试等后道 环节，几乎每个环节都对温度精度有着严苛要求。哪怕是微小的温度波动，都可能导致线路图案失真、薄膜厚度不均等问题，给企业带来百万甚至千万元以 上的损失。因此，温控器的精度、稳定性和可靠性直接关系到半导体生产的质量与效率。 精密温度 ...

Group 1: Aerospace and Automotive Industry Developments - The UAE government signed a memorandum of understanding with Airbus to enhance local aerospace manufacturing capabilities, establishing a framework for long-term cooperation in the aviation industry [1] - XPeng Motors reported a projected delivery volume of 102,000 to 108,000 vehicles for Q2, representing a year-on-year increase of 237.7% to 257.5% [1] Group 2: Technology and Semiconductor Industry Updates - Malaysia plans to provide incentives for the domestic semiconductor industry, with specific details to be announced in July [3] - Baidu's Q1 revenue reached 32.5 billion yuan, exceeding expectations, with a core revenue of 25.5 billion yuan, a year-on-year growth of 7% [4] - The intelligent cloud segment of Baidu saw a robust growth rate of 42% year-on-year [4] Group 3: Financial and Operational Performance - Weibo reported Q1 revenue of approximately 2.883 billion yuan, with an adjusted operating profit of about 943 million yuan, surpassing Wall Street expectations [4] - Foton Motor received a central subsidy of 124 million yuan for promoting new energy vehicles, positively impacting cash flow [5] Group 4: Corporate Governance and Investigations - Huashi Technology announced an extension of the detention period for its actual controller and general manager, Ye Jianbiao, by three months, while the company's operations remain normal [2] Group 5: Investment and Infrastructure Initiatives - SpaceX plans to invest approximately $1.5 billion to provide broadband internet services across Vietnam, particularly in remote and border areas [9] - Yingweike intends to invest no less than 1 billion yuan to establish a precision temperature control energy-saving equipment R&D center and production base [8] Group 6: AI and Healthcare Innovations - JD Health's self-developed medical model "Jingyi Qianxun" is set to upgrade to version 2.0, enhancing decision support systems for complex disease scenarios [10] - Google CEO announced that the Gemini AI application has surpassed 400 million monthly active users, with AI overview now available in over 200 countries [11]

证券研究报告·行业动态 周观点：大厂推进与机器人企业合作，中证 发布科创创业机器人指数 核心观点 （1）华为、腾讯等巨头积极推进与机器人厂商的合作，依托其在应 用场景、AI 基础设施等多维度的能力赋能机器人厂商，助力模型训 练、提高研发效率、开拓应用场景等，有望进一步加速人形机器人的 商业化落地。（2）中证发布科创创业机器人指数，首批样本涵盖 34 家公司，预计将有更多资金流入机器人板块，行情继续。（3）我们 坚定看好具身智能方向，包括人形与非人形，建议不拘泥于"人形" 深度挖掘"AI＋机器人"的投资机会。 其他板块比如半导体设备、电测仪器、工控等更新，详见正文。 机械板块重点推荐自主可控（机器人、半导体零部件）+出海+红 利资产：雷赛智能、柯力传感、永创智能、恒立液压、优必选、中 坚科技、汇川技术、禾川科技、徐工机械、三一重工、柳工、山推 股份、中联重科、安徽合力、福斯达、正帆科技、杰瑞股份、海天 国际、三一国际、广日股份、郑煤机、同力股份。 相关标的：奥比中光、领益智造、南山智尚、埃夫特、伟创电气、 步科股份、双林股份。 风险分析：国内宏观经济波动的风险；海外市场波动的风险。 机械设备 维持 强于大市 吕 ...