Core Viewpoint - TDK Corporation has acquired the power business assets of QEI, enhancing its position in the rapidly growing semiconductor equipment market and contributing to the AI ecosystem [1][2]. Group 1: Acquisition Details - TDK has acquired advanced RF power generators and impedance matching networks from QEI, which are critical for plasma processing in semiconductor manufacturing [1]. - This acquisition allows TDK to strengthen its market presence in the semiconductor sector, which is a key driver of digital transformation [1]. Group 2: Market Impact - The demand for semiconductor devices is surging due to advancements in technologies such as AI, IoT, data centers, and electric vehicles, leading to increased demand for advanced manufacturing equipment [1]. - TDK aims to enhance customer value by integrating QEI's RF power solutions for deposition and etching processes with its existing DC power products [1]. Group 3: Leadership Statements - Jeff Boylan, President and CEO of TDK-Lambda Americas, expressed enthusiasm about the acquisition, highlighting the combination of QEI's flexible RF technology with TDK's leading DC products to access the over $1 billion RF market [2]. - Alex Nazarenko, President of QEI, acknowledged the hard work of employees and expressed confidence in achieving significant success under TDK's leadership [2].

Group 1 - The core viewpoint of the news is that Shenzhen Hengyun Chang Vacuum Technology Co., Ltd. has received acceptance for its IPO on the Sci-Tech Innovation Board, marking its entry into the A-share market [1] - Hengyun Chang is a leading domestic supplier of core components for semiconductor equipment, focusing on the research, production, sales, and technical services of plasma RF power systems, plasma excitation devices, and plasma DC power supplies [1] - The company has a significant market valuation of 3.292 billion yuan following its last market financing in December 2023 [1] Group 2 - In 2024, Hengyun Chang is projected to achieve an operating revenue of approximately 541 million yuan, with a corresponding net profit of about 143 million yuan [1] - The company has a high customer concentration, with the top five customers accounting for 73.54%, 80.39%, and 90.62% of total operating revenue during the reporting periods [2] - Sales to the largest customer, Tuojing Technology, represented 45.23%, 58.16%, and 63.13% of total revenue in the respective years, indicating a growing dependency on this client [2]

公司目前在建和已拿到指标容量超 1GW，正在开发阶段的项目容 量约 2GW-3GW。这些在手项目指标和储备项目足够在未来 3 至 5 年为 公司新能源发电业务板块提供持续的增长，本年一季度末公司与华电 合作的巴彦二期 100MW 风电项目已经完成并网发电，除此之外公司还 有众多在建/储备项目正处于有序进行建设和推进阶段。 证券代码：300040 证券简称：九洲集团 哈尔滨九洲集团股份有限公司投资者关系活动记录表 编号：2025-006 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （ ） | | 参与单位名称及 | 陈玲-兴全基金固收部总监助理兼基金经理 | | 人员姓名 | 黄煜杰-兴全基金固收部研究员 | | | 薛怡然-兴全基金权益部基金经理助理 | | | 郝骞-光大证券 | | 时间 | 年 月 日 2025 6 13 | | 地点 | 哈尔滨 | | 上市公司参与人 | 董事会秘书 李真 | | 员姓名 | | | | 一、公司情况介绍 ...

| 发行人全称 | 板块 | 审核状态 | 注册地 | 行业分类 | 保荐机构 | | --- | --- | --- | --- | --- | --- | | 上海超硅半导体股份有限 | 科创板 | 已受理 | 下滑 | 计算机、通信和其 | 长江证券承销保 | | 公司 | | | | 他电子设备制造业 | 荐有限公司 | | 深圳市恒运昌真空技术股 | 科创板 | 已受理 | 广东 | 专用设备制造业 | 中信证券股份有 | | 份有限公司 | | | | | 限公司 | | 西百菲乳业股份有限公 | 主板 | 已受理 | 广西 | 食品制造业 | 国融证券股份有 | | lo | | | | | 限公司 | 招股书显示，百菲乳业主要从事乳制品和含乳饮料的研发、生产与销售，产品包括以生水牛乳、生牛乳为主要原料的灭菌乳、调制乳、发酵乳、巴氏杀菌乳 和含乳饮料等。 智通财经APP获悉，6月13日，上交所披露，广西百菲乳业股份有限公司(百菲乳业)、深圳市恒运昌真空技术股份有限公司(恒运昌)、上海超硅半导体股份有 限公司(上海超硅)上交所IPO申请已获受理。 上海超硅主要从事全球半导体市场需求最大的300 m ...

天眼查资料显示，科威尔技术股份有限公司，成立于2011年，位于合肥市，是一家以从事专用设备制造 业为主的企业。企业注册资本8380.4207万人民币。通过天眼查大数据分析，科威尔技术股份有限公司 共对外投资了4家企业，参与招投标项目310次，财产线索方面有商标信息31条，专利信息538条，此外 企业还拥有行政许可12个。 专利摘要显示，本发明提供了一种直流电源MMC高压级联电路的控制方法，属于测试电源装备领域， 当直流电源工作在恒压源模式时，主单元采用总电压外环、感流内环控制策略，当直流电源工作在恒流 源模式时，主单元采用总电流外环、感流内环控制策略，各个从单元始终采用分电压外环、感流内环控 制策略，主单元根据总电压外环、感流内环控制策略或总电流外环、感流内环控制策略输出占空比生成 PWM波形，从单元根据分电压外环、感流内环的控制策略输出占空比生成PWM波形，以控制直流电源 中开关管的通断；还提供一种直流电源MMC高压级联电路；实现MMC级联电路中多模块间的均压控制 和模块内多交错支路间的均流控制。 金融界2025年6月13日消息，国家知识产权局信息显示，科威尔技术股份有限公司申请一项名为"一种直 流电源MM ...