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精智达:后续将围绕AI驱动下高算力、高存储及深度人机交互相关需求持续布局
Ge Long Hui· 2025-09-11 10:49
Core Viewpoint - The company is focused on continuous technological innovation and intellectual property development in the semiconductor testing and inspection field, emphasizing the importance of protecting research and development achievements [1] Group 1: Technological Innovation - The company has applied for a patent related to a "sparse self-coding model training method, device, equipment, and medium," although it has not yet been authorized [1] - The company closely monitors the development of AI technology, viewing it as a crucial direction for the intelligent upgrade of semiconductor testing and inspection equipment [1] Group 2: Intellectual Property and R&D - The examination results of the specific patent application do not affect the company's other technological accumulations and patent layouts in this field [1] - The company currently holds multiple authorized patents and technological achievements, which provide strong support for product competitiveness [1] Group 3: Future Strategy - The company plans to continue its layout around AI-driven high computing power, high storage, and deep human-machine interaction-related demands [1] - The goal is to build a service platform that covers all sites of semiconductor testing and inspection equipment [1]
精智达(688627.SH):后续将围绕AI驱动下高算力、高存储及深度人机交互相关需求持续布局
Ge Long Hui· 2025-09-11 10:36
Core Viewpoint - The company is focused on continuous technological innovation and intellectual property development in the semiconductor testing and inspection field, emphasizing the importance of protecting research and development achievements [1] Group 1: Technological Innovation - The company has applied for a patent related to a "sparse autoencoder model training method, device, equipment, and medium," although it has not yet been authorized [1] - The company closely monitors the development of AI technology, viewing it as a key direction for the intelligent upgrade of semiconductor testing and inspection equipment [1] Group 2: Intellectual Property and R&D - The examination results of the specific patent application do not affect the company's other technological accumulations and patent layouts in this field [1] - The company currently holds multiple authorized patents and technological achievements, which provide strong support for product competitiveness [1] Group 3: Future Development Plans - The company plans to continue its layout around AI-driven high computing power, high storage, and deep human-machine interaction-related demands [1] - The goal is to build a service platform that covers all sites of semiconductor testing and inspection equipment [1]
净利增幅最高达1079%,杉杉股份等4企公布上半年业绩
WitsView睿智显示· 2025-09-01 09:19
Core Viewpoint - The article highlights the financial performance and growth prospects of several companies in the display technology and materials sector, emphasizing their revenue growth and profitability despite challenges in the market. Group 1: Company Performance - Shanshan Co., Ltd. achieved a revenue of 9.858 billion yuan, a year-on-year increase of 11.78%, and a net profit of 207 million yuan, a significant increase of 1,079.59% [2][3] - Huaxing Yunchuang reported a revenue of 915 million yuan, up 9.27% year-on-year, with a net profit of 78.52 million yuan, reflecting a growth of 152.40% [6][7] - Jingzhida's revenue reached 444 million yuan, marking a 22.68% increase, while its net profit was 31 million yuan, down 19.94% [9][10] - Kaisheng Technology recorded a revenue of 2.765 billion yuan, a 24.70% increase, and a net profit of 51.51 million yuan, up 23.70% [12][13] Group 2: Business Segments and Innovations - Shanshan Co., Ltd. focuses on lithium battery anode materials and polarizer business, with stable shipments of high-value products like OLED polarizers [4][5] - Huaxing Yunchuang specializes in testing equipment and solutions for LCD and OLED displays, benefiting from a mild recovery in the consumer electronics industry [6][8] - Jingzhida is engaged in semiconductor testing equipment, with significant growth in its semiconductor business, which saw a revenue increase of 376.52% [9][10][11] - Kaisheng Technology's display materials business is showing positive trends, with key projects in large-size displays and flexible glass materials [12][13]