2025年上半年，中国半导体行业呈现出蓬勃发展的态势，资本市场成为推动行业发展的重要引擎。从 A股到港股，半导体企业IPO呈现多点开花的局面，充分展现了我国半导体产业的全方位突破和资本市 场的深度参与。其中 ， 2025年上半年，共有21家半导体相关企业向A股提交了IPO申请， 17家半导 体相关企业启动上市辅导，另有 10家半导体企业提交港股首次上市申请。 | A股市场：科创板引领半导体IPO热潮 从主营业务看，企业覆盖半导体全产业链，其中芯片设计如昂瑞微（射频芯片）、沐曦股份 （GPU）、优迅股份（光通信芯片）等；材料与设备领域，包含上海超硅（硅片）、亚电科技（清洗 设备）、初源新材（感光干膜）企业；封装与部件领域有芯密科技（密封件）、臻宝科技（设备零部 件）等。 据集微网不完全统计，2025年上半年，共有21家半导体相关企业向A股提交了IPO申请，覆盖芯片设 计、材料、设备、封装测试等多个领域，计划总募资金额465亿元。其中，科创板成为最受青睐的上市 板块，占比超过五成，这一数据充分体现了科创板"硬科技"定位与半导体产业的高度契合性。 半导体行业IPO活跃的背后，是国家对核心技术自主可控的持续支持。科创 ...

专利摘要显示，本发明公开了一种基于高轨道角动量量子态测量射频电场的方法，首先利用里德堡原子 的高轨道角动量量子态探测射频电场，并通过外加磁场或电场调控的方法，使得里德堡原子能够在一定 频率范围内连续测量射频电场，拓展了基于里德堡原子的电场计测量射频电场的频率范围。本发明方法 提出以共振方式测量，通过匹配共振频点，在共振频点处，电场与原子具有更强的耦合，通过电偶极跃 迁，可以实现更灵敏的测量；此外，提出利用引入外场调控的方式，通过改变外部磁场的大小可以精确 调控原子能级的塞曼分裂，或利用外部电场调控里德堡能级的整体移动，使能级间隔与待测场强频率相 匹配，进一步拓展了可探测电场的频率范围。 天眼查资料显示，航天恒星科技有限公司，成立于2000年，位于北京市，是一家以从事科技推广和应用 服务业为主的企业。企业注册资本137986.886019万人民币。通过天眼查大数据分析，航天恒星科技有 限公司共对外投资了6家企业，参与招投标项目5000次，财产线索方面有商标信息3条，专利信息1108 条，此外企业还拥有行政许可62个。 金融界2025年7月12日消息，国家知识产权局信息显示，航天恒星科技有限公司申请一项名为"一种 ...

中泰证券股份有限公司 关于南京华脉科技股份有限公司 部分募投项目延期及调整内部投资结构的核查意见 中泰证券股份有限公司（以下简称"中泰证券"或"保荐机构"）作为南京华脉 科技股份有限公司（以下简称"华脉科技"、"公司"）2020 年度非公开发行股票（以 下简称"本次非公开发行"）的保荐机构，根据《证券发行上市保荐业务管理办法》 《上市公司募集资金监管规则》《上海证券交易所股票上市规则》《上海证券交 易所自律监管指引第 11 号——持续督导》及《上海证券交易所上市公司自律监 管指引第 1 号——规范运作》等有关法律、法规和规范性文件的规定，对华脉科 技部分募投项目延期及调整内部投资结构事项进行了审慎核查，具体情况如下： | 南 | 京 | 银 | 行江宁支行 | 0178250000003304 | 14,511,843.27 | 20,000,000.00 | | --- | --- | --- | --- | --- | --- | --- | | 南 | 京 | 银 | 行江宁支行 | 0178220000003305 | 634,582.26 | - | 合计 62,280,340.27 20,000, ...

证券研究报告 2025年07月11日 行业报告 | 行业深度研究 科学仪器行业深度：雄关漫道真如铁，自主可控势如潮 作者： 分析师 朱晔 SAC执业证书编号：S1110522080001 1 行业评级： 上次评级： 强于大市 强于大市 维持 （ 评级） 请务必阅读正文之后的信息披露和免责申明 机械设备 摘要 科学仪器行业：高端化海外品牌占主导，政策推动国产替代 科学仪器是指以检出、测量、观察、计算各种物理量、物质成分、物性参数等的器具或设备。分为分析仪器类、生命科学类、物理实验类和化学实 验四大类。2023年我国科学仪器市场规模突破2200亿元，增幅超过12%。目前我国科学仪器行业国产品牌市场占有率远低于国外品牌，国产替代任 重道远。国务院、发改委、国家税务总局等部门陆续出台政策性文件，推动国产仪器设备发展、鼓励国内厂商创新，促进国产设备应用、支持国内 科学实验仪器设备厂商发展。 科学分析仪器：市场广阔，质谱、色谱仪器国产化率仍偏低 质谱仪：2023年国内达167.12亿元，国外公司占据了全球超90%的质谱仪市场份额。与此同时，质谱仪整体进口率呈现逐步降低的态势。根据测算， 2018~2023进口率从89%降 ...

Group 1 - The core viewpoint of the article highlights that Mobi Development has been actively repurchasing its shares, indicating management's confidence in the company's financial health and future prospects [1][3] - As of July 10, 2025, Mobi Development repurchased 83,000 shares at an average price of HKD 0.12 per share, totaling approximately HKD 9,918, with a cumulative repurchase of 3.821 million shares this year, representing 0.47% of the total share capital [1] - The recent share repurchase activity is seen as a strategy to stabilize the stock price and enhance investor confidence, while also potentially improving financial metrics such as earnings per share by reducing the number of shares in circulation [1] Group 2 - Mobi Development operates in the telecommunications sector, focusing on the research, development, and production of communication infrastructure equipment [2] - The company provides products and solutions for communication network construction, including base station antennas and RF devices, and maintains business relationships with various telecom operators [2] - The company's performance and growth prospects are influenced by the overall trends in the telecommunications industry, market competition, and its own technological innovation capabilities [2]

Group 1 - The 13th China (West) Electronic Information Expo opened in Chengdu, themed "New Momentum, New Ecology, New West," attracting over 500 leading enterprises in the electronic information industry, with an exhibition area of 25,000 square meters covering fields such as artificial intelligence, integrated circuits, microwave radio frequency, electronic components, and smart terminals [1] - During the opening ceremony, 19 units and enterprises signed agreements on-site, covering intelligent applications in various sectors including electronic information, digital economy, commerce, education, healthcare, culture, tourism, and film [1] - The electronic information industry is one of Sichuan's six advantageous industries, with the province's electronic information industry scale exceeding 1.68 trillion yuan, and a year-on-year increase of 15% in added value from January to May this year, indicating strong development momentum [1] Group 2 - The Economic and Information Technology Department plans to focus on building the Chengdu-Chongqing electronic information advanced manufacturing cluster, promoting the "15+N" key industrial chain to strengthen and build networks, and create advantages in sub-sectors like new displays [2] - The department aims to construct high-standard, high-level platforms, collaborate on core component research, and actively promote industrial collaborative development to create a better industrial ecosystem [2]

文/梧桐数据中心 近日，中国证券业协会公告2025年第二批首发企业现场检查抽查名单，共有12家IPO企业被抽中现场检查，其中沪主板3家、深主板3家、科创板5家、创业板1家。 这12家被抽中现场检查的IPO企业的基本信息如下： 单位：万元 | 公司简称 | 拟上板块 | 主营业务 | 2024年营收 | 2024年净利 | 保荐/律所/审计 | | --- | --- | --- | --- | --- | --- | | | | | | 润 | | | 长裕集团 | 沪主板 | 错类产品、特种尼龙产品、精细化 工产品的研发、生产和销售 | 163,708.79 | 20.102.12 | 西南证券/时代九和/上会 | | | | 汽车制造机器视觉设备的研发、生 | | | | | 易思维 | 科创板 | 产及销售 | 39.242.06 | 6,171.83 | 国投证券/北京君合/天健 | | | | 等离子体射频电源系统、等离子体 激发装置、等离子体直流电源、各 | 54,079.03 | 13.058.00 | | | 恒运昌 | 科创板 | 种配件的研发、生产、销售及技术 | | | 中信证券/上海锦 ...

7月9日，伟思医疗今日收盘45.03元，下跌1.27%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到38.02倍，总市值43.13亿元。 来源：金融界 序号股票简称PE(TTM)PE(静)市净率总市值(元)13伟思医疗38.0242.292.5943.13亿行业平均 51.3648.894.49106.66亿行业中值37.2238.152.4951.36亿1九安医疗10.2510.370.81173.02亿2英科医疗 10.9511.800.97172.95亿3新华医疗14.3013.251.1791.67亿4奥美医疗15.3515.051.5855.47亿5振德医疗 15.3814.490.9855.82亿6山东药玻15.5415.591.79146.99亿7康德莱15.8115.821.3134.07亿8奥泰生物 16.4317.331.3352.40亿9维力医疗16.5717.221.9437.78亿10九强生物16.5815.422.0382.13亿11安杰思 17.3817.592.1051.60亿12三鑫医疗18.8118.813.0942.78亿 从行业市盈率排名来看，公司所处的 ...

Core Viewpoint - The semiconductor equipment components industry is experiencing unprecedented growth opportunities due to increased market demand, accelerated localization processes, and significant investments, which are reshaping the industry landscape [3][10][12]. Group 1: Importance of Semiconductor Equipment Components - Semiconductor equipment components are critical to the performance and reliability of semiconductor devices, encompassing various parts such as O-Rings, EFEMs, RF Generators, and more [4][5]. - These components can be categorized based on functionality (mechanical, material transfer, electrical, vacuum, gas-liquid transport, optical, thermal management, and instrumentation) and standardization levels (precision machined parts and general purchased parts) [5][6]. Group 2: Market Growth and Domestic Demand - The semiconductor industry is witnessing a cyclical recovery, driven by demand from consumer electronics and emerging fields like AI and automotive electronics, leading to increased spending on semiconductor equipment [10]. - The global semiconductor manufacturing equipment sales are projected to reach $117 billion in 2024, a 10% increase from 2023, with Q1 2025 expected to see a 21% year-on-year growth [10][11]. - Domestic semiconductor equipment manufacturers are experiencing rapid growth, with companies like North Huachuang and Zhongwei reporting significant revenue increases of 37.9% and 35.4%, respectively [11][12]. Group 3: Capital Investment in Semiconductor Equipment Components - The semiconductor equipment components sector is attracting significant capital investment, with several companies successfully going public or securing funding [13][14]. - Companies like Blue Motion Precision and Naske have received substantial investments to support their focus on key components for the semiconductor industry [13][14]. Group 4: International Expansion of Component Manufacturers - Chinese semiconductor equipment component manufacturers are actively expanding into overseas markets, with exports expected to reach 37.08 billion yuan in 2024 [15]. - Companies like Fuchuang Precision are successfully increasing their international revenue, with significant growth in both domestic and overseas markets [15].

7月8日，大富科技发布公告称，公司拟通过现金增资及股权受让的方式投资安徽云塔电子科 技有限公 司（以下简称"安徽云塔"），本次公司拟投资总额不超过1亿元，交易完成后以期持有安徽云塔不超过 20%股权。 本次交易拟采用先增资扩股后股权转让的交易模式，即先行与其他投资方一起对安徽云塔进行增资，之 后公司再受让安徽云塔部分老股，本次交易的投资总额为不超过人民币10,000.00 万元，其中增资金额 为5,500.00 万元，受让老股金额为不超过4,500.00 万元，在两步交易实施完成后，公司最终以期持有安 徽云塔不超过20%股权。 大富科技指出，安徽云塔承诺2025年至2028年期间，经审计的营业收入累计不低于83,000万元。经审计 的扣除非经常性损益后的净利润累计不低于8,000万元。若实际累计营业收入未达到承诺值的75%，则 视为业绩未达标，将自动触发股权回购条款。 同时，安徽云塔须在2029年12月31日前满足以下任一条件：成功向A股证券交易所（包括上交所、深交 所、北交所或其他各方认可的交易所）提交IPO申请并获受理；完成以不低于本次增资估值的并购交 易，且投资方所持股权全部实现退出。若上述条件均未达成 ...