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Teradyne (TER) Moves 6.3% Higher: Will This Strength Last?
ZACKS· 2025-07-11 17:15
Teradyne (TER) shares rallied 6.3% in the last trading session to close at $98.62. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 6.9% gain over the past four weeks.Teradyne is benefiting from its robust and diversified portfolio. Strong adoption of Teradyne automated solutions that is automating semiconductor customers' back-end processes is noteworthy. This maker of wireless products, data storage and equi ...
40起融资、5亿单笔纪录!2025上半年科学仪器行业谁在吸金?
仪器信息网· 2025-06-26 06:01
导读: 2025年上半年国内科学仪器行业有40起融资事件公开披露,与2024年同期几乎持平。本轮投融资热潮不仅集中在"国产替 代"与"关键技术突破",更呈现出向"场景化应用落地"倾斜的新趋势。 | | | | | 2025年上半年科学仪器行业融资事件盘点 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (根据公开事件不完全统计) | | | | | 序号 | 25 41 | 企业名称 | 地区 | 主营领域 | 轮次 | 融资额 | 时间 | | 1 | ILE TON | 妙顺生物 | 上海市 | 生物医药 | A+轮 | 近亿元 | 2025/1/3 | | 2 | DECTIAMEL | 婴展微电子 | 浙江省 | 功率器件产品 | B+轮 | 数亿元 | 2025/1/8 | | 3 | AImE' | 埃米仪器 | 江苏省 | 高精密3D量测设备 | Pre-A42 | 未披露 | 2025/1/8 | | 4 | | 鲲鹏基因 | 北京市 | 生命科学研究领域 | B42 | 超亿元 | 2025/1/16 | ...
深市并购重组焕新机:“好公司” 频推“好方案” 新质生产力版图加速绘制
并购重组是提高上市公司质量、优化资源配置、促进经济结构转型升级的重要手段。自"并购六条"发布 以来,在政策驱动与产业转型的双重背景下,深市上市公司市场活力持续释放,"好制度"正鼓励更 多"好公司"推出"好方案"。 日前,深交所以"百川汇流·并购重组焕新机"为主题,在上市大厅组织召开上市公司集体业绩说明会。 中钨高新、通润装备、长川科技、雅创电子等4家深市企业高管现场解读公司业绩亮点、发展战略,并 对投资者关注的问题进行答疑。 好方案持续落地 随着我国经济迈向高质量发展,新质生产力加快培育,上市公司通过并购重组实现产业整合、技术升级 的需求不断升温。参会企业通过活用并购重组工具,或做大做强主业,或拓宽业务"版图",或开拓海外 业务。 2024年12月,中钨高新重组项目顺利过会。中钨高新是中国五矿钨产业的运营管理平台,标的湖南柿竹 园有色金属有限责任公司(简称"柿竹园")主营业务为钨、钼、铋多金属矿采选及萤石综合回收、钨精 矿冶炼加工和铋系新材料研发,年产钨精矿超7000吨,是全国最大的钨精矿生产基地之一。 "此次交易对于完善钨产业链具有重要意义。"中钨高新副总经理、董秘王丹说,柿竹园注入上市公司 后,公司体系内 ...
Jabil (JBL) 2025 Conference Transcript
2025-05-06 08:00
Jabil (JBL) 2025 Conference Summary Company Overview - Jabil is a US domiciled company with **$30 billion** in revenue and **50,000** employees [2][3] - The company is described as an engineering-led supply chain enabled manufacturing company, with **10,000 engineers** contributing to its operations [3][4] Key Industry Insights - Jabil operates in **30 countries**, manufacturing for top brands across various end markets including healthcare, intelligent infrastructure, semi cap, communications, and consumer products [4][8] - The company emphasizes the importance of supply chain management, especially in the context of tariffs and macroeconomic challenges [8][11] Strategic Priorities 1. **Margin and Free Cash Flow Accretion**: Focus on improving margins and generating free cash flow, with a history of share buybacks [7][8] 2. **Support for Customers Amid Tariffs**: Assisting clients in navigating tariff challenges, leveraging a long-standing presence in various countries [8][9] 3. **Investment in Capabilities**: Continuous investment in engineering, supply chain systems, and capability-based acquisitions [10][11] Competitive Advantages - Jabil's engineering-led approach differentiates it from competitors, allowing it to assist customers from concept to market [13][14] - The company employs a unique work cell model, assigning dedicated teams to individual customers, enhancing customer relationships [14][15] - Long-tenured management team with an average of **23 years** of experience among direct reports, fostering strong customer relationships [17][19] Tariff and Supply Chain Dynamics - The company notes that the **Trump administration's tariffs** have accelerated the regionalization of supply chains, with many companies hesitant to move production due to regulatory uncertainties [21][22] - **90%** of Jabil's business in Mexico is USMCA compliant, minimizing tariff impacts [23][24] Market Trends and Growth Areas - **Healthcare**: Strong demand for auto-injector pens and insulin pens, with plans to ramp up production in Europe [72][73] - **Intelligent Infrastructure**: Significant growth in data cloud infrastructure and semiconductor testing, with a **40% year-on-year** increase in guidance [32][33] - **EV and Automotive**: Despite short-term challenges, long-term growth is expected as EV penetration increases [80][82] - **Renewables**: Positioned well to benefit from supply chain consolidation and the Inflation Reduction Act, despite current low demand [84] Financial Guidance and Capital Allocation - Jabil projects **$1.2 billion** in free cash flow for the year, with **80%** allocated to share buybacks and **20%** for tuck-in acquisitions [88][89] - The company aims for a **6% operating margin**, with strategies in place to improve capacity utilization and cost optimization [41][45] Conclusion - Jabil's ability to assist companies in manufacturing and supply chain management is underappreciated, with a strong presence in North America and capabilities to support engineering and manufacturing locally [91][92]
Cohu (COHU) Reports Q1 Loss, Lags Revenue Estimates
ZACKS· 2025-05-01 22:20
Cohu (COHU) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to earnings of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 87.50%. A quarter ago, it was expected that this maker of semiconductor test equipment would post a loss of $0.12 per share when it actually produced a loss of $0.15, delivering a surprise of -25%.Over the last four quarters, the ...
爱德万,创纪录
半导体芯闻· 2025-04-28 10:15
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自 moneyDJ ,谢谢 。 AI需求加持、台湾销售飙增,全球半导体测试设备巨擘、英伟达(Nvidia)测试设备供应商爱德万测 试(Advantest)2024年度(2024年4月-2025年3月)营收、获利创历史新高,且宣布将买回库藏股, 不过因爱德万2025年度(2025年4月-2026年3月)财测逊色,今日股价重挫。 根 据 Yahoo Finance 的 报 价 显 示 , 截 至 台 北 时 间 28 日 上 午 10 点 05 分 为 止 , 爱 德 万 重 挫 4.73% 至 5,716日圆。 爱德万上周五(25日)于日股盘后公布财报新闻稿指出,因生成式AI用半导体需求攀高、推升半导体 测试设备需求持续强劲,其中来自台湾市场的销售额飙增,带动2024年度(2024年4月-2025年3月) 合并营收暴增60.3%至7,797亿日圆、合并营益飙增179.5%至2,282亿日圆、合并纯益飙增158.8% 至1,612亿日圆,营收、营益、纯益皆创下历史新高纪录。 就部门别销售情况来看,2024年度爱德万「半导体/零件测试系统事业」销售额暴增80%至 ...
燕麦科技:FPC测试设备龙头,2024年营收规模及增速创新高,加大研发投入,新业务持续突破,连续高比例分红
4月24日,燕麦科技披露2024年年报,公司全年实现营业收入4.98亿元,同比增长52.2%,实现净利润 9630.61万元,同比增长40.46%,扣非后净利润为8281.48万元,同比增长58.35%。 报告期内,公司积极巩固消费电子柔性电路板(FPC)测试设备市场,传统FPC测试设备业务较上年同 期实现大幅增长,同时得益于公司持续不断强有力的研发投入,前期投入孵化的新业务方向:半导体测 试设备业务、车载电子业务在本报告期内也贡献了一定的营业收入份额,公司出货量及营业收入均同步 增长,带动净利润、扣非后净利润增长。 拉长时间,公司2024年营业收入规模及增速均创出上市以来新高,净利润增速也创上市以来新高。 2024年公司经营活动产生的现金流量金额为3739.7万元,同比增长893.43%。 燕麦科技专注于智能制造领域工业自动化、智能化测试设备与配件的研发、设计、生产、销售及相关技 术服务,是电子产业智能制造行业专用设备和系统解决方案提供商。 公司认为,未来几年,在消费电子产品、汽车电子产品、通信设备等行业规模的扩大以及相关电子产品 向轻薄化、小型化、轻量化方向发展的背景下,FPC产业将带动自动化检测设备市场 ...