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 ...

Core Viewpoint - Ningbo Hengshuai Co., Ltd. plans to absorb and merge its wholly-owned subsidiary, Ningbo Tongning Automotive Electronics Co., Ltd., to optimize management structure, improve operational efficiency, and reduce management costs [1][2][5] Group 1: Merger Details - The merger will result in the legal status of Tongning Electronics being canceled, with all its business, assets, debts, and rights being inherited by the company [1][5] - The implementation subject of the fundraising project for "New Energy Vehicle Micro-Motor and Thermal Management System, Intelligent Perception Cleaning System Components Production Base Construction Project" will change from Tongning Electronics to the company itself, while investment amounts and purposes remain unchanged [1][7] Group 2: Financial Overview of Tongning Electronics - Tongning Electronics has a registered capital of 210 million yuan and was established on December 27, 2019 [2][3] - As of March 31, 2025, Tongning Electronics reported total assets of approximately 178.49 million yuan and owner’s equity of approximately 177.28 million yuan [4] Group 3: Fundraising and Investment Projects - The company raised a net amount of approximately 374.95 million yuan from its initial public offering, with a total investment of approximately 652.23 million yuan allocated to various projects [5][6][7] - The fundraising projects include the production base construction for new energy vehicle micro-motors and thermal management systems, with the total investment amounting to approximately 65.22 million yuan [7] Group 4: Strategic Implications - The merger is expected to enhance the company's management structure, operational efficiency, and cost management, aligning with the company's strategic development goals [8][9] - The financial statements of Tongning Electronics are already included in the company's consolidated financial statements, indicating that the merger will not materially affect the company's financial status [8][9]

本月，招标项目数量与预算金额双双大幅攀升——招标项目环比上涨27.84%，招标预算总金额环比增 加7.46亿元，达到11.46亿元，其中预算超千万元的项目达30个，两家医院的招标预算突破亿元大关。中 标环节同样活跃，中标总金额达3.55亿元，商丘市以6647.9万元的中标总额超越郑州，领跑全省。 【大河财立方 记者 唐卫东】立方招采通显示，6月份，河南省累计开展医疗器械及相关服务招标和中标 项目共计725个。 招标预算环比增加7.46亿元 两家医院预算超1亿元 在招标环节，河南省招标数量环比上升27.84%，由370个升至473个，其中预算超1000万元的项目有30 个。招标预算总金额为11.46亿元，相较于5月份增加7.46亿元。 从地区看，郑州市以195个招标项目排在第1位，占河南省整体超40%，同时，郑州市以4.14亿元招标预 算总额领跑全省。相较于5月，郑州市招标项目在数量及金额方面均有所增加，其中招标预算总金额环 比增加3.27亿元，增幅超300%。 这是由于6月郑州市预算1000万元以上的大项目有11个，其中河南中医药大学第一附属医院高端影像设 备采购项目预算金额超过5000万元。而在5月，郑州市 ...

核心观点 1Q25营收同比增长16.37%，归母净利润同比增长72.84% 公司发布2025年第一季度报告，实现营收8.24亿元(YoY +16.37%)，归母净利润1.41亿元(YoY +72.84%)，扣除 非经常性损益后归母净利润1.35亿元(YoY +104.84%)，综合毛利率达到48.82%。公司收入增长主要受益于CMP 抛光材料及显示材料业务持续放量，新业务如高端晶圆光刻胶、半导体先进封装材料虽取得一定收入但尚未盈 利。 2024年营收同比增长25.14%，归母净利润同比增长134.54% 2024全年实现营收33.38亿元(YoY +25.14%)，归母净利润5.21亿元(YoY +134.54%)。分业务板块来看，公司半 导体业务（含半导体材料业务及集成电路芯片设计和应用）实现营收15.2亿元，同比增长77.40%，占公司总营 收比例约46%，已成为公司业绩增长的核心驱动力。打印复印通用耗材业务实现收入17.9亿元，与上年同期持 平。彩色碳粉打印粉年销量首次突破2000吨，硒鼓业务收入同比增长，墨盒业务收入、净利润均同比提升。 半导体材料增长强劲，新业务持续推进验证 点击 关注我们 报告发布 ...

今年以来，美国政府单边关税政策持续冲击全球经贸秩序。面对挑战，我国外贸展现出强劲韧性。中美 日内瓦经贸会谈后，外贸企业迅速响应，积极把握关税调整窗口期。记者近日在广东采访了解到，当地 外贸企业通过品牌突围、市场多元化、技术创新和供应链重组等策略，直面挑战，积蓄动能，彰显"中 国制造"的韧性与竞争力。 关税扰动企业有招 广东的企业家向来善于抓住机遇，也勇于迎接挑战。多家企业表示，对关税风险早有预判，应对行动早 已展开。 在国内空气压缩管道这个行业，广东福斯特流体技术有限公司名气不小，用他们的话讲，"网上搜行业 一线品牌，人工智能都会推荐福斯特"。 做外贸，福斯特却是一名新兵。2020年，福斯特开始组建外贸团队。经过3年努力，不仅在美国市场站 稳脚跟，在东南亚、中东、南美洲等地区也有了自己的客户，去年还在越南成立了分公司。公司外贸收 入从2023年的200万美元增长到去年的1000万美元。目前，外贸业务板块占公司总业务份额的15%左 右。 公司办公室的墙上，贴有2025年发展目标，"外贸发展翻一番"列在醒目位置。"加征关税让我们的出口 放缓了一点，但不管外部形势如何变化，下半年我们还是要朝着目标前进。"广东福斯特 ...

Group 1 - The company anticipates a net profit attributable to the parent company of approximately 128.20 million to 142.90 million yuan for the first half of 2025, representing an increase of 50% to 70% compared to the same period last year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 127.97 million and 146.25 million yuan, which is an increase of 36.56 million yuan compared to the previous year [1] - The previous year's net profit attributable to the parent company was 85.47 million yuan, with a total profit of 94.50 million yuan [2] Group 2 - The company focuses on the development of core businesses in general power machinery, high-pressure cleaning machines, and energy storage products, enhancing product quality and service levels through increased R&D efforts [2] - The company aims to implement a three-pronged strategy of "technological autonomy, global branding, and localized operations" to promote global expansion and build a complete ecosystem from product strength to brand value [2] - The company has seen a significant increase in orders on hand, leading to steady growth in revenue and operating profit [2]

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 润晶科技高度重视产品研发及技术储备，目前拥有制备电子级四甲基氢氧化铵、电子级四乙基 氢氧化铵等的方法与专利技术，产品已广泛应用于液晶面板、集成电路、太阳能电池等领域， 已获批专利94项。 润晶科技已 与多家面板及半导体企业客户实现业务或技术绑定，为 三星、京东方、华星光 电、惠科、台积电、长鑫存储等 提供电子化学品一站式解决方案。 润晶科技持续扩增产品种类，包括化学机械研磨 后 清洗液（ Post-CMP clean ）相关项目、 彩膜显影液与银刻蚀液等。润晶科技旗下共四家子公司，其中， 近年设立的合肥芯科电子材料 有限公司采用先进湿电子化学品生产工艺，布局高纯双氧水、氨水、异丙醇等半导体级产品， 已在全球领先的12寸晶圆厂开启产品导入工作。 2024 年 4 月收购住友化学电子化学品的两家中国工厂（重庆、合肥），通过本次收购，将继 承住友化学集团的技术优势和业务体系，快速形成蚀刻液、 剥离液、CF 显影液的产品组合， 为客户提供多品种整 ...

Group 1 - The eighth China International Import Expo (CIIE) held its first roadshow in Zhejiang, aiming to facilitate early connections and secure new orders for exhibitors [1][2] - The roadshow featured a new format with small round tables for discussions, allowing exhibitors and buyers to engage in direct communication before the official start [1] - A total of 20 exhibitors participated, including 13 from the Fortune Global 500 and industry leaders across various sectors, such as Nippon Paint and Karcher [1] Group 2 - Over 120 buyers from Zhejiang engaged with exhibitors, establishing initial business contacts, including large companies like Zhejiang International Trade Group and smaller enterprises [2] - The Zhejiang Provincial Department of Commerce emphasized its commitment to organizing high-level events and facilitating connections with high-end exhibitors to promote investment projects in the region [2] - Important procurement cooperation memorandums were signed between the China International Import Expo Bureau and several local companies, indicating strong interest in collaboration [2]

Group 1 - The eighth China International Import Expo (CIIE)招商路演 was held in Hangzhou, attracting over 120 buyers from Zhejiang [1] - German company Kärcher has participated in CIIE for seven consecutive years, with a compound annual growth rate exceeding 20% in the Chinese market [1] - Kärcher has invested over 2 billion RMB in multiple factories in China, transitioning from an exhibitor to an investor [1] Group 2 - The eighth CIIE will take place from November 5 to 10 in Shanghai, with plans to optimize exhibition areas and invite more professional buyers [2] - The event aims to deepen supply-demand matching across various scenarios and enhance the spillover effects of the expo [2]

证券代码：300812 证券简称：易天股份 编号：2025-002 深圳市易天自动化设备股份有限公司 投资者关系活动记录表 | | 特定对象调研 | | ☐分析师会议 | | --- | --- | --- | --- | | 投资者关系活动 | ☐媒体采访 | | ☐业绩说明会 | | 类别 | ☐新闻发布会 | | ☐路演活动 | | | ☐现场参观 | | | | | ☐其他电话会议 | | | | 形式 | 现场 | ☐网上 | ☐电话会议 | | 参与单位名称及 | 华福证券：卢大炜先生 | | | | 人员姓名 | 中邮基金：沈路遥先生 | | | | 时间 | 2025 年 7 月 | 9 | 日（星期三）10:00-11:30 | | 地点 | 深圳市易天自动化设备股份有限公司会议室 | | | | 上市公司接待人 | 副总经理、董事会秘书：王亚丽女士 | | | | 员姓名 | 证券事务代表：莫凤艳女士 | | | | | 一、介绍公司概况 | | | | | | | 简要介绍公司及子公司发展历程、主营业务、整体经营情况、核 | | | 心优势及未来发展规划等情况。 | | | | | ...