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上半年净利润仅1200万,封装、导热材料商终止创业板上市辅导!
Sou Hu Cai Jing· 2025-10-09 13:28
2023年10月30日,天永诚与长江承销保荐签订上市辅导协议,并向江苏证监局提交了首次公开发行股票并在创业板上市辅 导备案材料。 天永诚2010年成立,主要从事高性能封装、导热材料的研发、生产和销售,主要产品包括有机硅密封胶、有机硅灌封胶等 封装材料以及导热凝胶、导热粘接胶、导热硅脂、高导热灌封胶等导热材料,产品广泛应用于光伏发电、新型储能、新能 源汽车、电子电气等领域。 10月9日,新三板挂牌公司天永诚(874432)公告披露,综合考虑公司发展战略、当前资本市场环境和政策等诸多因素,经 与长江承销保荐友好协商,双方于2025年9月25日签署了《天永诚高分子材料(江苏)股份有限公司与长江证券承销保荐有 限公司之首次公开发行股票并上市辅导终止协议书》,长江承销保荐于2025年9月26日向江苏证监局报送了终止辅导备案的 申请材料,江苏证监局于2025年9月29日确认公司终止辅导。 | | 业务类别 | 封装、导热材料 | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 客户名称 | 是否关联 方 | 销售内容 | 金额 | 占营业收入比例 | | 1 | 晶澳 ...
集泰股份(002909) - 2025年9月19日投资者关系活动记录表
2025-09-19 09:44
市场投放,公司现有产能具备液冷硅油批量生产的条件。公司将持续关注 行业技术趋势与客户验证反馈,稳步推进研发成果的转化进程。谢谢! 2、问:邹董事长您好:在今年建筑行业不景气的情况下,是否能保 住稳定营收?请问安庆的公司是否建设完毕,投产情况如何,公司生产的 船舶用涂料是否能用在船底的部位?公司生产的新能源胶和电池用胶是 否会成为公司的增长点。公司和宁德时代合作的进展到什么程度了? 证券代码:002909 证券简称:集泰股份 广州集泰化工股份有限公司 投资者关系活动记录表 | 编号:2025-06 | | --- | | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 | | | ■其他(2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明 | | | 会) | | 活动参与单位 | 本次活动为广东证监局、广东上市公司协会联合举办的"向新提质价值领 | | 及人员 | 航——2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明 | | | 会",面向全体投资 ...
思泉新材: 关于公司股票交易严重异常波动的公告
Zheng Quan Zhi Xing· 2025-08-22 10:18
Core Viewpoint - The company, Guangdong Siquan New Materials Co., Ltd., has experienced significant stock price fluctuations, with a cumulative increase of over 200% in the last 30 trading days, leading to a classification of severe abnormal trading behavior [2]. Group 1: Company Overview - The main products of the company include graphite heat dissipation films, thermal pads, thermal gels, heat pipes, temperature equalization plates, and heat dissipation modules, primarily used in consumer electronics such as smartphones, tablets, laptops, and smart wearable devices, as well as in new energy vehicles, photovoltaic energy storage, and data centers [1][4]. - The company has been identified by media as a player in the liquid cooling concept, although the application of related technologies is not expected to have a significant short-term impact on its operating performance [1][2]. Group 2: Financial Metrics - The company's current rolling price-to-earnings (P/E) ratio is 225.76 times, which is significantly higher than the industry average P/E ratio of 47.71 times for the "C39 Computer, Communication and Other Electronic Equipment Manufacturing" sector [1][3]. Group 3: Stock Trading Situation - The company has confirmed that there are no undisclosed significant matters that could affect its stock price, and it is actively promoting a private placement of shares [3][4]. - The board of directors has conducted inquiries with major shareholders regarding the stock's abnormal trading behavior and found no undisclosed information that could have influenced the stock price [2][3].
中石科技(300684.SZ):产品目前暂未直接应用到芯片封装前的散热
Ge Long Hui· 2025-08-20 07:15
格隆汇8月20日丨中石科技(300684.SZ)在互动平台表示,公司产品目前暂未直接应用到芯片封装前的散 热,公司高导热垫片、导热凝胶等产品广泛应用于消费电子元器件中解决导热散热问题。 ...
中兴通讯热设计专家周爱兰:热界面材料将成为6G时代核心技术之一
DT新材料· 2025-08-19 16:04
Core Viewpoint - The article discusses the rising importance of Thermal Interface Materials (TIM) in the context of 5G and upcoming 6G technologies, highlighting their role in managing heat in communication systems as power density increases [1][2]. Group 1: 5G and 6G Development - The construction of global 5G networks is entering a critical phase, with 5G-ADVANCED (5.5G) moving towards commercialization, laying the groundwork for 6G [1]. - As communication speeds increase, the power consumption of base stations will also rise, leading to greater thermal management challenges [1]. Group 2: Importance of Thermal Interface Materials - TIMs serve as "invisible bridges" that fill the micro-gaps between chips and heat sinks, becoming strategic materials essential for the stability of communication systems [1]. - The reduction in the size of base stations necessitates higher integration of antennas and filters, which in turn limits the size of heat sinks, complicating heat dissipation [1]. Group 3: Innovations in Thermal Interface Materials - There are four main categories of innovative TIMs: thermal gels, phase change materials (PCM), carbon-based materials, and liquid metals [2]. - ZTE has implemented a 7.8 W/mK gel solution in its BBU baseband unit, achieving 2 million hours of fault-free operation [2]. - Huawei's use of PCM in its 5G base station RF chips has resulted in a 9.6°C reduction in temperature fluctuations under sudden loads, enhancing output power stability by 40% [2]. Group 4: Future Trends and Events - As 6G terahertz communication pushes chip thermal flux density to the level of 1000 W/cm², TIMs will transition from auxiliary materials to core technologies [2]. - ZTE's wireless thermal design expert will present on the demand and outlook for TIMs in communication base stations at the 2025 Polymer Industry Annual Conference [2].
阿莱德(301419) - 2025年07月07日投资者关系活动记录表
2025-07-07 13:34
Group 1: Company Overview - The company has three main product categories: RF and wave protection devices (48.65% of total revenue), EMI and IP protection devices (17.50%), and electronic thermal management devices (23.89%) [4] - The company has a total of 255 patents, including 66 invention patents, and focuses on new product and technology development [6] Group 2: Market and Product Applications - The company's thermal interface materials (TIM) have a thermal conductivity greater than 12 W/mK, which effectively reduces the junction temperature of core heating components [2][3] - The company is actively expanding its thermal management products in the data center and optical module sectors, aiming to enhance market share in emerging high-performance computing fields [3][5] Group 3: Future Plans and Strategies - The company plans to increase R&D investment in thermal management products to meet market demands and enhance competitiveness [5] - The company aims to strengthen customer relationship management and seek strategic alliances to explore new markets [5] - There are currently no specific acquisition plans, but the company is open to evaluating market opportunities for potential investments or mergers in the future [6]
先进封装:10000字详解热界面材料及其未来发展趋势
材料汇· 2025-06-15 15:41
Core Viewpoint - The article discusses the increasing importance of thermal management in electronic components due to rising power densities and heat generation, emphasizing the role of thermal interface materials (TIMs) in enhancing heat dissipation and reliability of integrated circuits [2][3][6]. Group 1: Thermal Management and Its Importance - The performance stability, safety, and lifespan of electronic components are adversely affected by high temperatures, necessitating effective heat dissipation strategies [2]. - Thermal management has emerged as a critical field of study, focusing on safe heat dissipation methods and materials for various electronic devices [2][3]. Group 2: Thermal Interface Materials (TIMs) - TIMs are essential in reducing thermal contact resistance between electronic components and heat sinks, thereby improving heat transfer efficiency [3][9]. - TIMs can be categorized into TIM1 (primary TIM) and TIM2 (secondary TIM), with TIM1 being in direct contact with heat-generating chips and requiring high thermal conductivity and low thermal resistance [9][10]. Group 3: Types and Characteristics of TIMs - Different types of TIMs include thermal grease, thermal pads, phase change materials, thermal gels, thermal adhesive tapes, and thermal potting compounds, each with unique properties and applications [18][22]. - The selection of TIMs is influenced by factors such as thermal conductivity, adhesion, and the ability to fill microscopic surface irregularities [12][19]. Group 4: Market Dynamics and Key Players - The thermal interface materials market is primarily dominated by major companies like Henkel and Parker-Chomerics, which together hold about half of the market share [16]. - Domestic suppliers in China, such as Yantai Debang Technology and Shenzhen Aochuan Technology, are still in the early stages of development, focusing on lower-end products [17]. Group 5: Future Trends and Challenges - The demand for higher thermal conductivity and stability in TIMs is expected to grow, with future developments likely focusing on nanotechnology and advanced filler materials [51][53]. - The industry faces challenges in standardizing testing methods and performance metrics for TIMs, which is crucial for effective selection and application in integrated circuit designs [52].
研判2025!中国导热材料行业产业链、市场规模及重点企业分析:行业市场规模持续扩大,技术创新驱动新基建领域应用拓展[图]
Chan Ye Xin Xi Wang· 2025-06-12 01:31
Industry Overview - The thermal materials industry in China is experiencing rapid growth, with a market size projected to reach approximately 22.2 billion yuan in 2024, representing a year-on-year increase of 8.18% [1][11] - This growth is primarily driven by the fast development of downstream sectors such as consumer electronics, communications, and automotive industries, which have a growing demand for thermal materials [1][11] - New infrastructure sectors like data centers and energy storage devices are emerging as incremental markets for thermal materials, with high-end thermal materials showing promising application prospects [1][11] Industry Development History - The industry has gone through three main stages: the initial stage from the 1950s to 1980s, the development stage from the 1990s to 2010, and the rapid growth stage from 2010 to the present [4][5] - The initial stage saw the use of metals like aluminum and copper, while the development stage introduced new materials such as silicone and aluminum oxide [4] - The current rapid growth stage is characterized by the emergence of advanced materials like graphene and carbon nanotubes, driven by the demands of AI, 5G, and other emerging technologies [4][5] Industry Value Chain - The upstream of the thermal materials industry includes raw materials and production equipment, such as graphite, PI film, silicone rubber, and various metals [7] - The midstream involves the manufacturing of thermal materials, while the downstream applications span consumer electronics, new energy vehicles, communication devices, home appliances, and healthcare [7] Key Companies and Performance - The industry is characterized by a "three-legged" competitive structure involving international giants, domestic leaders, and emerging companies [13] - Notable companies include Zhongshi Technology, which has developed artificial synthetic graphite with a thermal conductivity of 1200 W/(m·K), and Feirongda, which has seen revenue growth driven by demand from major clients like Huawei and Ningde Times [13][17] - Zhongshi Technology reported a revenue of 1.49 billion yuan in 2024, with a year-on-year growth of 27.54% [13][17] Market Trends - The industry is entering a phase driven by technological innovation, with new materials like graphene and phase change materials gaining traction [19][21] - Key growth engines for thermal materials demand include 5G communications, new energy vehicles, and data centers, with increasing power requirements leading to higher demand for thermal management solutions [21][22] - Domestic companies are enhancing their global presence and competitive edge through technological breakthroughs and vertical integration of the supply chain [22]
6.3犀牛财经早报:私募机构重仓新上市ETF 28家公司“脱星”“摘帽”
Xi Niu Cai Jing· 2025-06-03 01:43
Group 1: Bond ETF Market - The bond ETF market has seen significant growth, with over 40 billion yuan in net inflows in May alone, reaching a new high in total scale [1] - On May 30, 10 out of the top 12 ETF products by trading volume were bond ETFs, indicating strong market participation [1] - Nine bond ETFs have been approved for use as collateral in general pledge-style repurchase agreements, which may accelerate the expansion of the bond ETF market [1] Group 2: Public Fund Issuance - In May, bond funds dominated the public fund issuance market with a 55.07% issuance ratio, while equity products faced uneven demand [1] - The issuance of ETFs has declined for four consecutive months, raising only 11.068 billion units in May [1] - The market reflects a struggle between stability and change, with bond funds providing a safety net while equity products seek growth in niche segments [1] Group 3: Private Equity and ETF Investment - Private equity firms have shown strong interest in newly listed ETFs, with 104 firms holding a total of 1.783 billion shares in 97 ETFs [2] - The preferred themes for private equity investments are technology innovation and free cash flow [2] Group 4: Insurance Companies' Stock Purchases - As of the end of May, seven insurance companies have made 15 stock purchases this year, surpassing the total for 2023 and the first nine months of 2024 [2] - The majority of these purchases have been in bank stocks, with additional investments in public utilities, energy, and transportation sectors [2] Group 5: Corporate Developments - 28 companies have successfully removed their ST (Special Treatment) status this year, primarily through financial improvements, internal control repairs, and bankruptcy restructuring [3] - The airline industry is expected to see improved profitability due to falling oil prices and recovering demand, with a projected net profit margin of 3.7% for 2025 [3] - Domestic new energy vehicle manufacturers reported significant sales growth in May, with several companies achieving monthly sales exceeding 40,000 units, driven by extended-range vehicles [4] Group 6: Tesla's Sales Decline - Tesla's sales in France plummeted by 67% in May, marking the lowest sales level in nearly three years, despite the launch of a new version of its Model Y [6]
思泉新材(301489) - 2025年05月12日-29日投资者关系活动记录表
2025-06-02 08:06
Company Overview - The company specializes in the research, production, and sales of electronic and electrical functional materials, focusing on thermal management and waterproof sealing innovations to enhance product reliability [2]. - Key products include graphite heat sinks, thermal pads, thermal gels, phase change materials, and various cooling devices, applicable in consumer electronics, new energy vehicles, and data centers [2]. Financial Performance - In 2024, the company achieved a revenue of CNY 656 million, a year-on-year increase of 51.10%, while net profit attributable to shareholders was CNY 52.46 million, a decrease of 3.88% [2]. - In Q1 2025, revenue reached CNY 183 million, up 93.59% year-on-year, with net profit of CNY 17.72 million, an increase of 79.57% [2][3]. Market Drivers - Growth is driven by market demand expansion and favorable industrial policies, particularly in consumer electronics and automotive sectors [3]. - Increased orders from major North American clients and improved operational capabilities of subsidiaries are also contributing factors [3]. - Ongoing capacity release from fundraising projects and the establishment of a factory in Vietnam will enable the company to handle more orders [3]. Product Applications - The company’s products are applicable in various fields, including robotics, where thermal management solutions are critical for performance and safety [4][5]. - In data centers, the company addresses cooling challenges with a range of products, including liquid cooling and heat pipes [6]. Strategic Initiatives - The company plans to enhance its market share in graphite products and expand into AI server markets while continuing to innovate in product development [6]. - Key projects for 2025 include expanding production capacity for graphite films and liquid cooling products, as well as developing high-performance thermal interface materials [6][7]. Future Outlook - The company aims to become a leader in electronic and electrical product protection and thermal control technologies, focusing on integrated failure solutions across various industries [7]. - There is confidence in achieving growth in 2025 through market expansion, innovation, and improved management practices [7].