片式电阻用氧化铝陶瓷基板

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科技与产业互促双强
Ke Ji Ri Bao· 2025-06-29 19:11
Group 1: Innovation in Robotics and Technology - The company Giant Wheel Co., Ltd. integrates traditional Chinese culture with robotics, showcasing a lion dance performed by intelligent six-degree-of-freedom robotic arms [1] - Guangzhou Aida Electronic Technology Co., Ltd. (Aida) has achieved a cumulative global shipment of over 770 million TV boards, holding more than 30% of the global market share [2] - Aida's R&D investment has consistently exceeded 7% of its revenue for several years, with a projected investment of 1.5 billion yuan in 2024 [2] Group 2: Industry Growth and Development - Shenghong Technology (Huizhou) Co., Ltd. has established a smart factory that enhances efficiency, achieving a 50% reduction in water usage and a 30% reduction in electricity consumption [4] - The company's revenue for Q1 2025 reached 4.312 billion yuan, with a year-on-year profit increase of 339.22% [4] - The electronic information industry cluster in Huizhou generated a total output value of 244.65 billion yuan from January to May 2025, reflecting a year-on-year growth of 13.9% [4] Group 3: Strategic Industry Initiatives - Guangdong province is accelerating the construction of a modern industrial system supported by advanced manufacturing, with nine trillion-level industrial clusters already formed [6] - The province is actively promoting the development of strategic emerging industries such as new energy, biomedicine, and high-end equipment [6] - The provincial government has initiated the "Artificial Intelligence+" action plan to foster innovation in the AI and robotics sectors [6]
【三环集团(300408.SZ)】业绩稳健增长,MLCC市场份额稳步提升——跟踪报告之七(刘凯/王之含)
光大证券研究· 2025-04-24 09:00
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 公司2025年4月24日公布年报,2024年实现营业收入73.75亿元,同比+28.78%;实现归母净利润21.90亿元,同 比+38.55%。2024Q4,公司实现营业收入19.94亿元,同比+23.03%,环比+2.09%;实现归母净利润5.87亿元, 同比+33.79%,环比+1.63%。 点评: 公司下游景气度逐步恢复,插芯受益数据中心建设 消费电子、车载、光通信等领域呈现出恢复态势,细分领域客户需求稳步提升。同时,得益于公司前期针对各 研发项目的大力投入,产品规格型号不断丰富,下游应用领域覆盖日益广泛等多方面积极作用,公司主营业务 产品需求增长。其中,公司MLCC产品不断实现技术和市场突破,品牌核心竞争力逐步提升,销售同比显著 ...