半导体衬底材料

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晶盛机电上半年净利6.39亿元,同比降近七成
Bei Jing Shang Bao· 2025-08-24 04:03
交易行情显示,8月22日,晶盛机电股价收涨1.26%,收于30.47元/股,总市值399亿元。 中报显示,晶盛机电主营业务产品涉及半导体装备、半导体衬底材料以及半导体耗材及零部件领域。 2025年上半年,公司实现营业收入约为57.99亿元,同比下降42.85%;对应实现归属净利润约为6.39亿 元,同比下降69.52%。 对于营业收入变动的原因,晶盛机电表示,主要系公司销售规模减少。 北京商报讯(记者 马换换 王蔓蕾)8月23日,晶盛机电(300316)发布2025年半年度报告显示,公司上 半年实现归属净利润约为6.39亿元,同比降近七成。 ...
晶盛机电(300316.SZ):合晶科技是公司的主要客户之一
Ge Long Hui· 2025-08-15 07:21
Core Viewpoint - The company, Jing Sheng Mechanical & Electrical (300316.SZ), is actively involved in the semiconductor equipment, substrate materials, and consumables sectors, showcasing significant advancements in domestic production and technology breakthroughs in various fields [1] Semiconductor Equipment - The company has achieved domestic production of semiconductor equipment for 8-12 inch silicon wafers and is expanding into chip manufacturing and advanced packaging [1] - In the compound semiconductor equipment sector, the company focuses on the research and development of third-generation silicon carbide equipment, successfully overcoming multiple core technologies in crystal growth, processing, and epitaxy [1] New Energy Photovoltaic Equipment - The company has established a closed industrial chain for core equipment in the silicon wafer, battery cell, and module segments, positioning itself as a leading supplier in both technology and scale within the photovoltaic equipment market [1] Substrate Materials - The company possesses large-scale production capacity for silicon carbide substrates, sapphire substrates, and cultivated diamond materials in the semiconductor substrate materials sector [1] Consumables and Components - The company is engaged in the production of quartz crucibles for photovoltaic applications, semiconductor quartz crucibles, diamond wire, and precision components for semiconductors [1] - A key customer of the company is Hejing Technology [1]
济南槐荫:新质生产力赋能显著,产业聚链智造焕新
Qi Lu Wan Bao Wang· 2025-08-07 04:37
Group 1 - The industrial development momentum in Huaiyin District is strong, with the industrial added value ranking among the top three in the city, and over 60 billion yuan invested in industrial projects in the past three years [1][2] - Huaiyin Economic Development Zone has been recognized as a third-generation semiconductor industry cluster in Jinan, achieving a full chain from substrate preparation to device packaging [1] - The district has implemented 25 new provincial and municipal technology projects and 87 provincial enterprise technology innovation projects, with Shandong CRRC being approved as a national technology innovation demonstration enterprise [1] Group 2 - The district is focusing on three development areas: Core Expansion Area, Health Industry Area, and High-end Equipment Area, aiming to promote new industrialization and accelerate the implementation of the industrial strong district plan [3] - The Core Expansion Area will focus on semiconductor equipment, packaging and testing, robotics, and CNC equipment, becoming the main battlefield for industrial manufacturing and technological innovation [3] - The Health Industry Area will leverage resources from the Jinan International Medical Center to cultivate the health industry as a new growth pole for Huaiyin District [3]