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吴江创新“先锋队”以集群之势推动产业跃升
Xin Hua Ri Bao· 2025-07-10 23:43
Group 1 - Suzhou Seagull Flying Car Co., Ltd. successfully launched a heavy-duty intelligent firefighting drone capable of carrying various firefighting equipment and agents for complex terrain and environments [1] - Suzhou Dingxin Optoelectronics Technology Co., Ltd. developed high-performance optical chips that have broken foreign technology barriers, achieving top international standards in modulation rate and power consumption [1] - Suzhou Bozhong Instrument Technology Co., Ltd. introduced the first domestically produced commercial 200 kV field emission transmission electron microscope, capable of achieving million-fold image magnification and directly distinguishing the lattice structure of most materials [1] Group 2 - Wujiang has over 1,600 high-tech enterprises, with nearly 40% of them being led by entrepreneurial talents, driving regional high-quality development [1] - Wujiang is home to more than 100,000 private enterprises, including 2 Fortune Global 500 companies and 4 Chinese Fortune 500 companies, forming four trillion-level industrial clusters: electronic information, high-end textiles, equipment manufacturing, and new materials [2] - The collaboration between Hengtong Group and Leju Robotics aims to explore the large-scale application of humanoid robots in industrial settings, enhancing the intelligent and collaborative development of humanoid robot training [2][3] Group 3 - Wujiang has become a preferred location for innovation and entrepreneurship due to its robust private economy and industrial foundation, providing ample opportunities for talent and enterprises [2] - The establishment of Jiangsu's first humanoid robot production line in Wujiang is expected to produce 200 humanoid robots annually, supported by a newly opened intelligent robot training center [3] - Wujiang has implemented a series of talent system innovations, including mutual recognition of vocational qualifications and joint evaluation of professional titles, to create a better development environment for talent [3] Group 4 - Wujiang's talent support policies have been enhanced, including nine "hardcore" measures focused on youth talent needs, such as job interview subsidies and housing subsidies [5] - The "Talent AI Advisor" in Wujiang provides 24-hour online services, offering customized solutions for talent employment and entrepreneurship, having already assisted 447 enterprises [6] - Wujiang plans to attract three globally influential top talents (teams) and over 500 leading talents (major innovation teams) in the next three years to continuously enhance development momentum and economic vitality [6]
又一百亿A股大动作!复牌!
Zhong Guo Ji Jin Bao· 2025-07-10 14:31
Group 1 - The core point of the article is that Shijia Photon plans to acquire a portion of the equity of Dongguan Fokexima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising matching funds [2][3] - The acquisition involves purchasing 82.38% of Fokexima's equity from several shareholders, and the company will issue shares to no more than 35 specific investors to raise matching funds [3] - Following the completion of the transaction, Fokexima will become a subsidiary of Shijia Photon, and the transaction is expected not to constitute a major asset restructuring but will be classified as a related party transaction [5] Group 2 - Shijia Photon primarily engages in the production of optical chips and devices, indoor optical cables, and polymer materials, with applications in data communication, telecommunications, and sensing markets [6] - Fokexima focuses on the research, production, and sales of MPO components such as MT connectors, which are essential in the optical communication field [6] - The acquisition is expected to enhance Shijia Photon’s production capabilities for MT connectors, ensuring stable supply and reducing overall product costs, thereby improving the company's core competitiveness [6][7] Group 3 - As of the end of the first quarter of this year, Fokexima reported total assets of 249 million yuan, with projected revenues of 270 million yuan and a net profit of approximately 79.94 million yuan for 2024 [7] - Shijia Photon anticipates that the integration with Fokexima will enhance its financial performance, as the acquired assets will be included in the company's consolidated financial statements [8] - The strategic significance of this acquisition includes internalizing MT connector production capacity, further integrating the supply chain, accessing top-tier customer supply chains, and building technological barriers [9]
又一百亿A股大动作!复牌!
中国基金报· 2025-07-10 14:23
Core Viewpoint - Shijia Photon plans to acquire 82.38% equity of Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [5][10]. Group 1: Acquisition Details - The acquisition will make Fokexima a subsidiary of Shijia Photon, and the transaction is expected to constitute a related party transaction but not a major asset restructuring [7][10]. - The company aims to enhance its production capabilities for MT connectors, ensuring stable supply and reducing overall product costs [10][15]. Group 2: Financial Performance - As of the end of Q1 2024, Fokexima reported total assets of 249 million yuan and projected revenue of 270 million yuan with a net profit of approximately 80 million yuan for the year [12][13]. - The financial data shows a significant increase in total assets from 113.64 million yuan in 2023 to 248.79 million yuan in Q1 2025 [13]. Group 3: Strategic Importance - The acquisition is seen as a strategic move to internalize MT connector production capacity, integrate the supply chain, and build technological barriers [15]. - The collaboration is expected to enhance product structure, technical accumulation, and market expansion, ultimately improving competitiveness in the optical communication sector [11][15].
仕佳光子拟购买福可喜玛约82%股权 深化布局光通信领域
Core Viewpoint - The company Shijia Photonics plans to acquire an 82.381% stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to enhance its production capabilities in optical components and strengthen its market position in the optical communication sector [1][2]. Group 1: Acquisition Details - Shijia Photonics will acquire the stake from five parties, including Guangdian Fund and Liu Xiaoming, and the company's stock will resume trading on July 11 [1]. - Fokexima specializes in the research, production, and sales of MPO components, which are essential for high-speed data transmission in data centers [1][2]. Group 2: Market Context - The optical device market is experiencing rapid growth due to increasing demand driven by advancements in cloud computing, big data, IoT, and AI technologies [1]. - Fokexima has launched several low-loss MT connectors and has developed a range of MT connector products, achieving mass production and gaining recognition from major market clients [2]. Group 3: Financial Performance - In 2024, Shijia Photonics reported a revenue of 1.075 billion yuan, a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% [3]. - For the first quarter of 2025, the company achieved a revenue of 436 million yuan, reflecting a 120.6% year-on-year growth, and a net profit of 93.19 million yuan, which is a 1003.8% increase [3].
7月7日早间新闻精选
news flash· 2025-07-07 00:20
智通财经7月7日早间新闻精选 1、民航局于近日成立了通用航空和低空经济工作领导小组。领导小组主要承担研究确定推进通用航空 和低空经济发展重点工作安排,协调解决跨部门、跨央地问题等任务。 2、当地时间7月4日,美国总统特朗普表示,美国政府将从当天起开始致函贸易伙伴,设定新的单边关 税税率。特朗普称,新关税"十有八九"从8月1日开始生效。关税税率可能从60%、70%到10%、20%不 等。 3、央行近日就《人民币跨境支付系统业务规则(征求意见稿)》公开征求意见,《业务规则》明确了 CIPS参与者的账户管理、注资、资金结算等详细流程。 4、财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措施,采购人采购预算金额 4500万元人民币以上的医疗器械时,确需采购进口产品的,在履行法定程序后,应当排除欧盟企业(不 包括在华欧资企业)参与。 5、国务院关税税则委员会根据商务部的建议作出决定,自2025年7月5日起,对原产于欧盟的进口相关 白兰地征收反倾销税,实施期限5年。 6、住房城乡建设部调研组近日赴广东、浙江两省调研。调研组要求,要多管齐下稳定预期、激活需 求、优化供给、化解风险,更大力度推动房地产市场止跌回 ...
世俱杯上的尖端显示竞赛:RGB-Mini LED缘何强势突围
Jing Ji Guan Cha Wang· 2025-07-04 07:49
巅峰对决的关键时刻来了!北京时间7月2日,2025年FIFA(国际足联)世俱杯8强正式出炉,皇马、曼 城等在列。这场汇聚32支全球顶级俱乐部、奖金高达10亿美金的巅峰之战,彻底点燃了全球球迷的热 情。 RGB-Mini LED登顶世俱杯 6月16日,世俱杯首例通过VAR(视频助理裁判系统)判罚而被吹掉的进球诞生,VAR裁判便来自海 信。彼时,在海信专用显示设备的支持下,VAR裁判组通过视频回放,精准捕捉到进球发起前,马竞球 员科克存在蹬踏对手脚踝的隐蔽犯规动作。主裁判经现场回看后,最终判定其"进球无效"。 FIFA是连草坪上的一根草,都较真到强度保留率超过80%的程度。对于其转播中心等关键场所的屏幕, 自然遵循最严苛认证标准。在FIFA"严选"下,海信百吋大屏及多款产品纷纷入驻转播关键场所,为赛事 全球转播与专业内容制作提供显示支持。 赛场之外,遍布世界亿万家庭的客厅里,球迷们则在海信百吋大屏前欣赏着这场巅峰对决。 绿茵场是一个"大场面",不仅要求屏幕越大越好,且对画质和光影要求极高,更是因足球比赛节奏快、 动作猛的特性,对电视刷新率等指标有着超高门槛。传统电视往往出现"木桶理论"中的短板,要么草坪 模糊成一 ...
海信 RGB 技术闪耀世俱杯舞台,中国企业锚定全球体育科技新坐标
Huan Qiu Wang· 2025-07-04 07:08
来源:环球网 【环球网科技报道 记者 王楠】2025年国际足联俱乐部世界杯(世俱杯)的绿茵场上,一场关于显示技 术的革新正在悄然改变着足球赛事的呈现方式。作为全球顶级体育赛事的科技化浪潮中的重要一环,海 信集团凭借其领先的 RGB-Mini LED 显示技术,为足球赛事带来了从"现场观赛"到"沉浸式体验"的跨越 性变革。在这场科技与体育的深度融合中,中国企业正以创新者的姿态,锚定全球体育科技的新坐标。 技术突破:从实验室到绿茵场的硬核创新 当前,全球体育赛事正在经历一场由科技驱动的深刻变革,其中显示技术成为了重塑观赛体验的核心驱 动力。作为2025年世俱杯的重要合作伙伴,海信通过其RGB-Mini LED显示技术,为赛事转播和现场呈 现提供了前所未有的视觉呈现。 RGB Mini LED 背光技术在光源层面进行了根本性的革新:直接采用红(R)、绿(G)、蓝(B)三基 色的 Mini LED 芯片进行混光或独立发光,实现了从传统黑白背光到 RGB 多基色背光、从单一控光到 "光色同控" 的重大跨越。这种精细控制能力让画面色彩过渡和明暗对比更自然流畅,极大提升了图像 的层次感和真实感。 今年 1 月,美国 CES ...
博士天团攻坚激光芯片,拿到3个亿融资
文/鄢子为 编辑/陈晓平 7月1日,北京飓芯科技对外官宣,完成3亿元B轮融资。 飓芯成立于2017年7月,核心团队由多名经验丰富的博士组成,主攻氮化镓激光芯片产业化,实现关键 核心器件的自主可控。 本轮融资,飓芯获得国家基金、半导体产业方和一线投资机构的认可。 3亿融资由深创投制造业转型升级新材料基金(国家制造业转型升级基金特定投资载体)、中国国新所 属的国风投新智基金联合领投,广发信德、盛景嘉成参与投资,老股东荷塘创投持续加注。 我国是全球最大的镓生产国之一,以GaN为材料的半导体优势诸多,然而,科研攻关难度大。 具体来看,这类激光芯片中,每平方厘米数百万个缺陷,使光子在谐振腔反射时如穿亚马逊丛林般,易 被散射吸收,造成损耗;且每个缺陷都可能成为漏电通道,导致芯片被击穿,难以实现长寿命。 飓芯科技的核心团队,从事氮化镓半导体激光器研究20余年。 早在2004年底,其即在国内首次实现波长为405nm的脊型波导氮化镓基激光器的电注入激射,为中国氮 化镓基激光器零的突破做出重要贡献;后又历经8年磨炼,攻克GaN激光芯片的制备工艺与封测难题。 "这是对团队数十年如一日,持之以恒,埋头做事的肯定。" 飓芯创始人、董事 ...
电子行业2025年中期投资策略:AI投资的新范式
Minsheng Securities· 2025-06-30 07:59
AI投资的新范式 —— 电子行业2025年中期投资策略 电子行业首席:方竞 证券研究报告 * 请务必阅读最后一页免责声明 2 2025年6月30日 * 证券研究报告 * 请务必阅读最后一页免责声明 01 核心观点 我们于去年发布了AI深度报告,提出了"CSP引领、ASIC为王"的投资观点。而在本篇2025年中期策略报告中,我们将进一步 解读算力的长期成长空间,探寻GPU和ASIC的最新动向,并挖掘国产算力和AI终端的新变化。 海外算力:近期美股AI软硬件标的纷纷创新高,短期催化为英伟达业绩超预期,而长期驱动力则为AI赋能互联网应用,带动推 理需求增长+Token消耗提升,以此为锚点,实现AI投资的ROI闭环。算力需求高增的背景下,英伟达产品加速迭代,而CSP自 研的ASIC则迎来了更快的成长。算力的升级离不开功率和速率两条路线:1)速率方面,我们看到了ASIC和服务器架构变化带 来的PCB升级,传统光模块向CPO的演进,以及AEC的渗透率快速提升;2)功率方面,HVDC、超级电容为下一代服务器提供 供电保障,液冷则成为芯片功耗提升下的刚需。而在英伟达的ComputeX大会上,各大厂商展示了具体的产品升级路线, ...
仕佳光子20250627
2025-06-30 01:02
仕佳光子 20250627 仕佳光子在光通信产业中选择聚焦光芯片与光器件领域的原因是什么? 仕佳光子选择聚焦光芯片与光器件领域,是基于对光通信产业未来发展趋势的 判断。光模块作为光电信号转换单元,未来可能演变为 CPU 光引擎或 OIO 光 引擎形态。然而,精密光学元组件、光芯片及光源等核心构成部分在未来发展 中将持续发挥作用。因此,光器件和光芯片这两类细分产品具有较高的远期增 长确定性,且不易受技术变革的颠覆性影响。 光纤连接器市场在 2024 年下半年迎来爆发,主要受益于北美市场数据 中心新建热度提升。未来光模块速率迭代可能更依赖通道数扩张,以及 CPO 和 OIO 等新型产品形态的应用,将显著增加光纤连接器的使用量。 仕佳光子自 2023 年起在泰国新建工厂,并逐步导入海外综合布线客户, 从而获得了 MPO 业务的增量订单。MPO 连接器市场目前处于高速增长 阶段,行业景气度高,近两年增速基本实现翻倍,市场规模估计在 100 亿至 200 亿人民币之间。 公司有源光芯片业务目前主要聚焦于电信市场,未来计划突破数据中心 市场,核心产品是硅光光模块配套的大功率 CW 光源。相较于 EML 和 VCSEL 光 ...