获地方国资入主后，PCB厂商世运电路（603920）着手扩容盈利空间，跨界投资滤波器领域。8月10日 晚间，上市公司公告拟斥资1.25亿元与关联方等增资深圳新声半导体有限公司，取得3.82%股权，布局 新型车载滤波器等市场。 跨界投资滤波器 据介绍，2025年上半年，新声半导体中高端BAW产品、模组产品均有所突破。其中，在BAW系列产品 方面，除完成现有产品迭代，已新增Wi-Fi5.8G、Wi-Fi6.5G等高频产品。双/多工器方面，B40、B41频 段已经完成研发并成功量产，2025年上半年继续推动小型化方向研发，同时N77、N79等频段更高的产 品进展顺利。TC-SAW系列产品方面，逐步推进N40、N41等高频产品进度。在模组方面，公司DiFEM 有相关产品实现供货，逐步开展商业化，L-PAMiD相关产品完成量产出货。另外，公司的车规级滤波 器实现了第一批50万颗出货，进入汽车前装市场。 方案显示，世运电路与顺科聚芯、泓生嘉诚拟分别通过增资的方式对新声半导体进行投资，各方合计向 新声半导体增资2.69亿元，其中，上市公司拟以自有资金向新声半导体增资1.25亿元(94.9234万元计入 注册资本，1.24亿 ...

Group 1 - The core point of the announcement is that Guangdong Shiyun Circuit Technology Co., Ltd. plans to invest 125 million yuan in Shenzhen New Sound Semiconductor Co., Ltd. to acquire a 3.8238% stake, aiming to enhance its strategic positioning in the electronic information industry [1] - The investment is part of the company's strategy to focus on high-tech barriers and growth segments within the electronic information industry, particularly in smart automotive and AIOT applications [1] - The company anticipates establishing a deep cooperative relationship with New Sound Semiconductor to promote the adoption of new vehicle-mounted filters and modular solutions in the industry, aiming for mutual benefits [1] Group 2 - Filters are core components in the electronic information industry, closely related to the development of strategic emerging industries such as 5G/6G communication, smart vehicles, and satellite internet [2] - New Sound Semiconductor specializes in the research, production, and sales of SAW (Surface Acoustic Wave) filters and BAW (Bulk Acoustic Wave) filters, with key products including TC-SAW filters and BAW filters that have been supplied to major smartphone brands like Xiaomi, Honor, and Samsung [2] - New Sound Semiconductor is the first filter company in the country to obtain AEC-Q200 automotive certification, and its automotive-grade filter products have achieved mass production and delivery in the automotive front-loading market [2]

格隆汇8月10日丨世运电路(603920.SH)公告称，公司拟以自有资金1.25亿元与关联方顺科聚芯、非关联 方泓生嘉诚通过增资方式投资深圳新声半导体有限公司。此次交易完成后，公司将取得新声半导体 3.8238%的股权。新声半导体主要从事SAW和BAW滤波器及FEM模组的研发、生产和销售，拥有多项 自主知识产权，也是全国首家通过AEC-Q200车规认证的滤波器企业，其车规级滤波器产品已在车载前 装市场完成量产出货。 ...