然而促成这一领先的关键因素——较低的单位收入折旧费用却令人深思。产能利用率80%以上，甚至达到98.97%的机 器设备，成新率却刚过15%。公司声称是通过技术攻关与维保延长了设备使用寿命，但这反而引起其通过降低折旧摊 销做高业绩的猜忌。 | 公司简称 | 注册地 | 拟上市板块 | 计划募集资金 | 主要中介机构 | | --- | --- | --- | --- | --- | | 鸿星科技 | 浙江省杭州市 | 主板 | 12.14亿元 | 安信证券+立信+锦天城 | 撰稿/徐子升 编辑/杨墨含 按照鸿星科技（集团）股份有限公司（以下简称"鸿星科技"）主板上市申请2023年3月3日被平移至上交所重新受理计 算，其在审已逾2年。并且，公司早在2023年9月15日就披露了第二轮审核问询函的回复文件，却始终未等来上会受审 的时间窗口。随着财务资料过期，IPO进程再度陷入了中止。 主营业务为石英晶体谐振器、石英晶体振荡器的鸿星科技过去三年不太好受，受下游行业需求持续低迷的影响，曾经 增长的业绩于2022年进入下滑阶段，净利润从2亿元持续缩减，已逼近1亿元，是否还符合主板"经营业绩稳定"遭到质 疑。 虽然净利润规模 ...

M-tron Industries Inc (MPTI) FY Conference June 11, 2025 03:30 PM ET Speaker0 For joining us. Our next presentation is from Imtron Industries trading on the New York Stock Exchange under the tick ticker symbol MPTI. Speaking on behalf of the company today is their interim CEO and CFO, Cameron Forr, and president, Bill Drafts. Speaker1 Thank you. So thank you everybody for coming and your interest in learning about the company. Really appreciate it. And also a huge thank you to the three part advisors team. ...

净利三连亏、被实施退市风险警示，如今的*ST东晶（002199）似乎正经历着上市后的"至暗时刻"。不过，朱海飞的出现有望让公司迎来转变。6月4日晚 间，*ST东晶披露了公司接盘方，系无锡浩天一意投资有限公司（以下简称"无锡浩天一意"），无锡浩天一意将斥资3.61亿元拿下公司控制权，其实控人朱 海飞也将成为*ST东晶实控人，上市公司结束无主状态。对于新主朱海飞，其实力不容小觑，创立的公司同时管理着8只基金，管理规模超百亿元，是民营 私募管理的佼佼者。入主*ST东晶之后，朱海飞会有哪些动作提振公司业绩，也将成为市场关注的焦点。 | 分时 | 5日 ▼ | 5分钟 | 15分钟 30分钟 | 60分钟 | 日线 | 更多周期 ▼● | | 竟价 ▼ | 營加 ▼ | 画线 | 显示 ▼● | 复盘 | 简约 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | く） 停复牌：今日复牌。 自2025-05-28至2025-06-04连续停牌,停牌原因：刊登重要公告 | | | ...

【导读】*ST东晶控制权生变，停牌前尾盘涨停 5月27日晚间，*ST东晶公告称，公司控制权可能发生变更，拟入主方属于股权投资行业。公司计划自5月28日开市起停牌，预计停牌时间不超过2个交易 日。 5月27日尾盘，*ST东晶突然涨停，收盘报6.26元/股，总市值为15.24亿元。 | | | 录3 | 6.23 | 200 | | --- | --- | --- | --- | --- | | | | 24 | 6.22 | 273 | | | | દ્ર્દે ર | 6.21 | 66 | | 5.66 | -5.03% | | 分时成交 ▲ | | | 成交量▼ 13.16万 分时量:15↑ 现量:15 | | 14:55 | 6.26 | | | 11214 | | 14:56 | 6.26 | 79 | | | | 14:56 | 6.26 | 5 | | | | 14:56 | 6.26 | 39 | | | | 14:56 | 6.26 | 21 | | | | 14:56 | 6.26 | 50 | | | | 14:56 | 6.26 | 1 | | 09:30 | 15:00 15:00 | ...

惠普(以下简称HP) 成立于帕洛阿尔托的一个车库里，被公认为硅谷的"象征性奠基者"。尽管直到1957年"八叛逆者"抛弃威廉·肖克利，创立仙童半 导体公司几年后，惠普才开始积极研究半导体器件。 但其早期的成功和创新精神激发了一大批电子公司聚集在该地区，使其成为全球科技中心。其中，"惠普之道"也被《基业常青》的作者吉姆·柯林 斯"推崇至极"，它由威廉·雷丁顿·休利特 (William Redington Hewlett，小名比尔·休利特)创立。 而比尔和惠普另一外联创大卫·帕卡德（David Packard）创业时的车库如今已成为加州的"历史地标"。 比尔家族有一个慈善基金会和信托基金会，其中，威廉和弗洛拉·休利特基金会（通常称为休利特基金会）2024年拨款6.31亿美元，近四分之三为 灵活资金。截至2024年12月31日，基金会的资产约为139亿美元。基金会完全独立于惠普、惠普企业 (HPE) 和HPE基金会。 除了基金会之外，比尔还向大学、博物馆、非营利组织以及其他机构捐赠。斯坦福大学是他慈善事业的主要受益者之一。 求学斯坦福 1913年5月20日，比尔出生于密歇根州安娜堡。父亲阿尔比恩·W·休利特是一名医生 ...

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $12.7 million, a 13.8% increase from $11.2 million in the same period last year, driven primarily by strong defense program product shipments [11] - Gross margins for Q1 2025 were 42.5%, a decrease of 20 basis points from 42.7% in Q1 2024, attributed to higher manufacturing costs from initial production runs of new products [11] - Net income was $1.6 million or $0.56 per diluted share in Q1 2025, compared to $1.5 million or $0.53 per diluted share in Q1 2024 [12] - Adjusted EBITDA was $2.5 million in Q1 2025, up from $2.3 million in Q1 2024, primarily due to higher revenues [12] - Backlog increased to $55.5 million as of March 31, 2025, compared to $47.2 million as of December 31, 2024, and $46.1 million as of March 31, 2024, reflecting strong demand for products [13] Business Line Data and Key Metrics Changes - The company reported continued strength in sales driven by defense-related orders, with growth also noted in the commercial avionics market [7] - The initial impact of federal tariffs on imports was observed, affecting manufacturing costs, but demand for products remained unaffected [14] Market Data and Key Metrics Changes - The defense budget is expected to increase by $150 billion through a reconciliation process, with significant investments in next-gen aircraft, shipbuilding, and precision-guided munitions, which will require RF subsystems and components [10] - The company is well-positioned to benefit from anticipated changes in military procurement focus due to the growing need for its products [10] Company Strategy and Development Direction - The company is focusing on strategic investments in research and development and enhancing its market profile through rebranding and advertising initiatives [8] - There is a strong emphasis on moving into more program business, which constitutes a significant portion of aerospace and defense revenues [18] - The company is pursuing complementary acquisitions and strategic partnerships to strengthen its financial performance and customer base [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued revenue growth throughout the year, supported by the resolution of labor disputes at Boeing and expected increases in orders from major airframe manufacturers [7] - The company has not experienced disruptions in business due to the defense market's choppiness and anticipates improved yields and margins as new products ramp up [24][26] Other Important Information - The company distributed warrants to stockholders, which are exercisable to purchase common stock at an exercise price of $47.5 per share [16] - The annual meeting is scheduled for June 10, 2025, at the Harvard Club in New York City, open to all shareholders [22] Q&A Session Summary Question: How will gross margins develop with new large contract wins? - Management indicated that gross margins were impacted by product mix and initial production inefficiencies, but improvements are expected as new products ramp up [24][25] Question: Are the new programs expected to have higher margins? - Yes, the new programs are expected to be higher margin products, but initial production runs may affect margins temporarily [32] Question: What does the pipeline look like for large deals? - The company has a strong pipeline for the year, with expectations for significant bookings in missile programs and avionic space [34]

泰晶科技 20250506 摘要 • 泰晶科技 2024 年营收 8.21 亿元，同比增长 3.55%，但归母净利润同比 下降，主要受降价促销、研发投入增加（同比增长 33%，增加约 1,000 万元）、新增产能未完全释放及员工持股计划股份支付费用等因素影响。 • 公司在芯片开发水平上全球领先，与高通同步开发 6G 通讯和 AI 应用相关 核心工艺技术，高附加值产品将带来更多利润贡献，引领行业发展。布局 独立车规专线，更好顺应大客户审核要求，并推动国际国内知名主机厂项 目定点，将释放更多车规级产品收入贡献，从而修复毛利率。 • 中美关系及国产可控需求使海外客户更加重视国内供应链，特别是服务器 领域，中美贸易带动国内供应链需求显著增长。AI 端侧变化催生硬件需求 增加，使泰晶科技量价齐升。物联网配套需求订单趋势明显拉伸，并关注 AI 眼镜、智能音箱、智能手环、人形机器人等新兴领域带来的市场机遇。 • 公司在车用半导体器件领域持续布局，已开发 2000 多块料号，覆盖车身 域、智驾域、座舱域、动力域和底盘域，尤其在智驾、座舱和动力领域加 大市场导入。通过高通 5G 智能座舱认证，并推动主流芯片平台及国内一 些芯片 ...

2013年，SiTime推出了其首款32kHz的MEMS振荡器—— SiT15xx系列。 据介绍，这款面向智能终端应用的产品可以克服传统石英振荡器的诸多限制，在面积、功耗、 可 靠 性 和 寿 命 方 面 都 有 了 大 幅 度 的 提 升 。 时 任 SiTime 首 席 执 行 官 的 Rajesh Vashist 表 示："SiTime的突破性硅MEMS和模拟技术提供了创新的计时解决方案，超越了石英行业数十 年的发展。" 本土MEMS振荡器初创企业麦斯塔创始人雷永庆更是直言："MEMS振荡器在未来会取代石英振荡 器。"作为国内这条赛道为数不多的厂商，麦斯塔也在其中扮演重要角色。 MEMS振荡器，大势所趋 翻看振荡器的历史，其实可以追溯到1880年。当时，居里兄弟研究石英水晶片时，发现在晶片上施 加机械应力时，就会产生电荷的偏移。这就驱使他们提出了压电效应这个概念。 在接下来的几十年里，无数先驱投入到石英振荡器的研究中，使得这个产品成为电子产品中不可或 缺的重要组成，因为我们的电子系统（包括各种各样的处理器），都需要有一个周期性的脉冲信 号，这就是石英振荡器发挥作用的地方。然而，随着电子设备越来越小型化， ...