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澄天伟业上半年净利同比增长562.05% 新兴业务驱动高成长
Zheng Quan Ri Bao· 2025-08-27 07:11
作为国内智能卡行业领军企业,澄天伟业已实现从芯片应用研发、模块封测、智能卡产销研到终端应用 全产业链覆盖,成为业内首家一站式服务商。报告期内,毛率较高的智能卡一站式服务订单占比提升。 此外,公司持续深化与四大运营商的战略合作,依托在功能集成、数据安全、增值服务等方面的优势, 寻求突破传统智能卡业务瓶颈,积极拓展超级SIM卡创新应用场景。 当前,全球智能卡市场迎来结构性增长机遇,东南亚、中东、非洲等地区具备较大增长潜力。作为国内 智能卡企业中较早实现全球布局的公司,澄天伟业具有成熟的海外市场管理与交付经验,与国际头部企 业建立合作关系。 依托于在数字信息安全领域多年行业沉淀,澄天伟业进一步实施"延伸产业链、拓展新领域"的发展战 略,半导体封装材料与数字能源热管理业务成为新的增长动力。 本报讯 (记者王镜茹)8月26日晚,深圳市澄天伟业科技股份有限公司(以下简称"澄天伟业")披露 2025年上半年业绩。上半年公司在智能卡业务保持稳健增长的同时,积极拓展半导体封装材料、数字与 能源热管理等新兴领域,展现出良好的创新活力和战略推进能力。 报告期内,澄天伟业营业收入2.10亿元,同比增长32.91%;归属于上市公司股东 ...
澄天伟业:新兴业务驱动高成长 上半年净利润同比增长562.05%
Zhong Zheng Wang· 2025-08-27 04:12
报告显示,澄天伟业实现从芯片应用研发、模块封测、智能卡产销研到终端应用全产业链覆盖。报告期 内,毛利率较高的智能卡一站式服务订单占比提升。公司表示,全球智能卡市场迎来结构性增长机遇, 东南亚、中东、非洲等地区具备较大增长潜力。作为国内智能卡企业中较早实现全球布局的公司,澄天 伟业具有成熟的海外市场管理与交付经验,与国际头部企业如THALES、IDEMIA建立长期合作关系, 产品外销长期占比超过60%。 依托于在数字信息安全领域多年行业沉淀,澄天伟业实施"延伸产业链、拓展新领域"的发展战略,半导 体封装材料与数字能源热管理业务成为新的增长动力。报告中提到,今年上半年,公司半导体封装材料 订单同比增长145.28%。公司已完成铜针式散热底板的技术研发与产线建设,产品结构正从单管类器件 封装,向满足新能源汽车、充电桩、AI等高需求的IGBT与SiC功率模块封装材料升级,顺应行业高性 能、高可靠性趋势。此外,在数字与能源热管理板块,公司自主研发的液冷板在结构一体化、导热效率 和耐压性能方面具备竞争优势,相关产品主要面向AI服务器、高性能计算等高散热需求场景,已通过 多轮技术验证,并获得部分客户的样品测试认证。 中证报 ...
澄天伟业:2025年上半年净利润增长562% 新兴业务驱动高成长
Zheng Quan Shi Bao Wang· 2025-08-26 14:44
8月26日晚间,澄天伟业(300689.SZ)披露2025年半年度报告,业绩表现亮眼。公司在智能卡业务保持 稳健增长的同时,积极拓展半导体封装材料、数字与能源热管理等新兴领域,展现出良好的创新活力和 战略推进能力。 业绩实现跨越增长,盈利水平显著提升 报告期内,澄天伟业营业收入达2.10亿元,同比增长32.91%;归属于上市公司股东的净利润为1087.64 万元,同比大幅上升562.05%;扣非后净利润也实现扭亏为盈,同比增长387.93%,多项指标增速明 显。业绩增长主要得益于产品结构持续优化与销售规模扩大。 2025年上半年,公司半导体封装材料订单同比增长145.28%。 具备较强竞争优势,结合当前市场需求持 续旺盛及客户的高度认可,将持续为公司经营业绩提供重要支撑。 另外,公司已完成铜针式散热底板的技术研发与产线建设,产品结构正从单管类器件封装,向满足新能 源汽车、充电桩、AI等高需求的IGBT与SiC功率模块封装材料升级,顺应行业高性能、高可靠性趋势。 在数字与能源热管理板块,公司自主研发的液冷板突破传统冷板式套件的物理限制,在结构一体化、导 热效率和耐压性能方面具备竞争优势,与传统工艺相比,产品生产 ...
澄天伟业:2025年上半年净利润增长562%,新兴业务驱动高成长
Zheng Quan Shi Bao Wang· 2025-08-26 14:34
8月26日晚间,澄天伟业(300689)(300689.SZ)披露2025年半年度报告,业绩表现亮眼。公司在智能卡 业务保持稳健增长的同时,积极拓展半导体封装材料、数字与能源热管理等新兴领域,展现出良好的创 新活力和战略推进能力。 业绩实现跨越增长,盈利水平显著提升 报告期内,澄天伟业营业收入达2.10亿元,同比增长32.91%;归属于上市公司股东的净利润为1087.64 万元,同比大幅上升562.05%;扣非后净利润也实现扭亏为盈,同比增长387.93%,多项指标增速明 显。业绩增长主要得益于产品结构持续优化与销售规模扩大。 智能卡基本盘稳固,全产业链优势显著 作为国内智能卡行业领军企业,澄天伟业已实现从芯片应用研发、模块封测、智能卡产销研到终端应用 全产业链覆盖,成为业内首家一站式服务商,报告期内,毛利率较高的智能卡一站式服务订单占比提 升。此外,公司持续深化与四大运营商的战略合作,依托在功能集成、数据安全、增值服务等方面的优 势,寻求突破传统智能卡业务瓶颈,积极拓展超级SIM卡创新应用场景。 当前,全球智能卡市场迎来结构性增长机遇,东南亚、中东、非洲等地区具备较大增长潜力。作为国内 智能卡企业中较早实现 ...
净利劲增562%!澄天伟业换挡加速,新兴业务驱动高成长
Quan Jing Wang· 2025-08-26 14:05
8月26日晚间,澄天伟业(300689)(300689.SZ)披露2025年半年度报告,业绩表现亮眼。公司在智能 卡业务保持稳健增长的同时,积极拓展半导体封装材料、数字与能源热管理等新兴领域,展现出良好的 创新活力和战略推进能力。 业绩实现跨越增长,盈利水平显著提升 报告期内,澄天伟业营业收入达2.10亿元,同比增长32.91%;归属于上市公司股东的净利润为1087.64 万元,同比大幅上升562.05%;扣非后净利润也实现扭亏为盈,同比增长387.93%,多项指标增速明 显。业绩增长主要得益于产品结构持续优化与销售规模扩大。 智能卡基本盘稳固,全产业链优势显著 作为国内智能卡行业领军企业,澄天伟业已实现从芯片应用研发、模块封测、智能卡产销研到终端应用 全产业链覆盖,成为业内首家一站式服务商,报告期内,毛率较高的智能卡一站式服务订单占比提升。 此外,公司持续深化与四大运营商的战略合作,依托在功能集成、数据安全、增值服务等方面的优势, 寻求突破传统智能卡业务瓶颈,积极拓展超级SIM卡创新应用场景。 2025年上半年,公司半导体封装材料订单同比增长145.28%,具备较强竞争优势,结合当前市场需求持 续旺盛及客户 ...
至正股份股价微跌0.11% 跨境换股并购案获审核通过
Jin Rong Jie· 2025-08-15 17:07
Core Viewpoint - Zhizheng Co., Ltd. is undergoing a significant asset restructuring by acquiring a stake in semiconductor packaging materials company AAMI through a cross-border share swap, marking a notable event in the market [1] Group 1: Company Overview - Zhizheng Co., Ltd. primarily engages in the production of plastic products while also involving itself in sectors such as semiconductors and 5G technologies [1] - As of August 15, 2025, the stock price of Zhizheng Co., Ltd. is reported at 62.63 yuan, reflecting a slight decrease of 0.11% from the previous trading day [1] Group 2: Financial Performance - The trading volume on August 15, 2025, reached 2.06 billion yuan, with a turnover rate of 4.44% [1] - In terms of capital flow, Zhizheng Co., Ltd. experienced a net outflow of 32.91 million yuan on August 15, with a cumulative net outflow of 236 million yuan over the past five days [1] Group 3: Strategic Developments - The major asset swap and issuance of shares for asset purchase have been approved by the M&A Review Committee of the Shanghai Stock Exchange [1] - This transaction represents the first cross-border share swap case following the new regulations set to take effect in December 2024, with ASMPT expected to become the second-largest shareholder post-completion [1] - AAMI is recognized as one of the top five global suppliers of semiconductor lead frames, reporting a revenue of 2.486 billion yuan and a net profit of 55.1884 million yuan in 2024 [1]
德邦科技股价下跌3.76% 大基金一期减持计划引关注
Jin Rong Jie· 2025-08-14 18:52
Group 1 - The stock price of Debang Technology is reported at 45.62 yuan, down by 1.78 yuan from the previous trading day, with an opening price of 47.01 yuan, a high of 47.89 yuan, and a low of 45.60 yuan [1] - The trading volume was 72,706 hands, with a transaction amount of 337 million yuan [1] - Debang Technology operates in the electronic components industry, focusing on the research and sales of semiconductor packaging materials and electronic-grade adhesives [1] Group 2 - The products of Debang Technology are widely used in integrated circuits and LED packaging [1] - The National Integrated Circuit Industry Investment Fund Phase I plans to reduce its holdings in Debang Technology by no more than 4.2672 million shares, accounting for 3% of the company's total share capital, starting from August 27 [1] - Previously, from May to June, the fund had already reduced its holdings by 4.2672 million shares, cashing out 165 million yuan [1] Group 3 - On the day of the report, the net outflow of main funds for Debang Technology was 8.8536 million yuan, accounting for 0.22% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 48.8126 million yuan, representing 1.2% of the circulating market value [1]
中国科协年会电子化学品关键材料设计与制备专题论坛举办
Huan Qiu Wang Zi Xun· 2025-07-27 08:12
Group 1 - The forum focused on the critical development path for the electronic chemicals industry in China, emphasizing the need for a safe and controllable industrial chain [2] - Electronic chemicals are identified as a cornerstone for the development of strategic emerging industries, playing a vital role in semiconductor manufacturing, new energy, and 5G communications [2] - The forum highlighted the significant challenges in manufacturing and quality control verification standards, necessitating a new research paradigm that integrates artificial intelligence with chemical engineering [2] Group 2 - The forum addressed key technical challenges in high-end electronic information chemicals, including photoresists, electronic specialty gases, and semiconductor packaging [3] - Experts presented 15 specialized reports on topics such as the development strategy of electronic information chemicals, ultra-pure separation and purification, and synthesis and preparation of materials [3] - A collaboration with the Industrial Chemistry & Materials (ICM) journal resulted in the launch of a special issue on Advanced Electronic Chemicals, providing a platform for academic exchange on green design and preparation of electronic chemicals [3]
上海奉贤区:支持企业发展先进制程集成电路配套材料 加快实现国产替代
news flash· 2025-07-11 02:37
Core Viewpoint - The Shanghai Fengxian District Government has issued the "Fengxian District General New Materials Industry Development Action Plan (2025-2027)" to enhance the development of the new materials industry, focusing on integrated circuit supporting materials and promoting domestic alternatives [1] Group 1: Industry Focus - The plan emphasizes the use of the Shanghai Electronic Chemical Products Zone as a platform, with key areas being the Hangzhou Bay Development Zone and the Industrial Comprehensive Development Zone [1] - The initiative targets the development of wet chemicals, high-purity targets, electronic gases, and semiconductor packaging materials as key directions for integrated circuit supporting materials [1] Group 2: Company Support - Companies such as Xinxin Lesi, Tongchuang Purun, and Kangmeite are identified as key players in driving the development of advanced process integrated circuit supporting materials [1] - The plan supports the development of high-purity targets above 6N level, high-purity reagents above G3 level, deep ultraviolet photoresists, and associated reagents to accelerate domestic substitution [1] Group 3: Project Development - The plan aims to promote the establishment of the Tongchuang Purun New Materials Industrial Park project to create an ecosystem for industry chain expansion [1]
追新向智锻造竞争优势
Jing Ji Ri Bao· 2025-07-08 22:17
Group 1: Manufacturing Achievements - Ningbo Yinzhou District has been awarded the highest honor in Zhejiang's manufacturing sector, the "Zhejiang Manufacturing Tiangong Ding," upgraded to the Gold Ding status, reflecting the strong manufacturing capabilities in the region [2] - The district boasts 25 national-level manufacturing champions, the highest among all counties, cities, and districts in Zhejiang Province [2] - Industrial investment in Yinzhou increased by 11.6% in the first five months of this year, with manufacturing investment growing by 9.9% [2] Group 2: Innovation and R&D - Zhejiang Tianmu Photovoltaic Technology Co., Ltd. launched a new film micro-inverter, which is easier to install and aesthetically pleasing, with expected domestic market orders reaching 100,000 units annually [3] - Ningbo Gaofa Automotive Control Systems Co., Ltd. invests over 4.5% of its annual revenue in R&D, with a total R&D expenditure of 180 million yuan over the past three years [3] - The district has 2,340 national-level high-tech enterprises and over 5,000 technology-based SMEs, both leading in Ningbo [3] Group 3: Digital Transformation - Ningbo Bowei Alloy Materials Co., Ltd. utilizes digital technology in its production processes, enhancing efficiency and connecting various stages of R&D through data and algorithms [4] - The district is actively developing artificial intelligence applications, with companies like Ningbo Anglin Intelligent Equipment Co., Ltd. creating innovative solutions for autonomous vehicles [6] Group 4: Economic Growth and Industry Development - High-tech industry added value in Yinzhou is expected to grow by approximately 7.8% year-on-year, with high-tech industry investment increasing by about 6.1% [7] - The district is focusing on developing key industrial clusters, including energy-saving and new energy vehicles, high-end new materials, and elevator components [7] - The "3+8+2" industrial chain strategy aims to enhance traditional industries while fostering emerging sectors like artificial intelligence and low-altitude economy [7] Group 5: Supportive Ecosystem - Yinzhou District is enhancing its business environment and innovation ecosystem to support high-quality development, including policies to boost private sector advantages [8] - The district has established 84 new district-level enterprise technology R&D centers in the first half of this year, with a total of 214 provincial-level R&D institutions [5] - Continuous efforts are being made to attract talent and optimize the policy framework to foster innovation and collaboration among enterprises [9]