Workflow
陶瓷加热盘
icon
Search documents
中瓷电子:陶瓷加热盘核心技术指标已达到国际同类产品水平
Sou Hu Cai Jing· 2026-01-28 08:49
证券之星消息,中瓷电子(003031)01月28日在投资者关系平台上答复投资者关心的问题。 中瓷电子回复:您好,公司在精密陶瓷零部件领域,已全面突破静电卡盘材料、设计和工艺各环节。陶 瓷加热盘核心技术指标已达到国际同类产品水平并通过用户验证并批量供货;静电卡盘技术参数对标国 际同类产品水平并通过用户上机验证,已有多款产品进入批量供货阶段,谢谢您的关心。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 投资者提问:据悉公司提供的精密陶瓷零部件已经通过国内半导体设备厂商验证,请问是否实现了全链 条自主可控,打破日本京瓷的垄断,解决了国内半导体厂商卡脖子问题 ...
在国产替代的深水区劈浪而行:中瓷电子布局三代半导体全链条的野望
Quan Jing Wang· 2025-05-21 13:39
Core Viewpoint - The report highlights the contrasting performance of Zhongci Electronics, with a slight revenue decline but a significant profit increase, reflecting the challenges and potential breakthroughs in the domestic semiconductor industry driven by domestic substitution efforts [1][3]. Company Overview - Zhongci Electronics was established in August 2009, evolving from the China Electronics Technology Group Corporation's 13th Research Institute, which has been a key supplier in China's core electronic components and has participated in major national projects [2]. - The company initially focused on electronic ceramic packaging technology and has become the largest domestic manufacturer of high-end electronic ceramic shells, breaking foreign monopolies in the field [2][6]. Financial Performance - In 2024, Zhongci Electronics reported a revenue of 2.648 billion yuan, a decrease of 1.01% year-on-year, while net profit increased by 10.04% to 539 million yuan [3][4]. - The company achieved a revenue of 612 million yuan in Q1 2025, representing a year-on-year increase of 12.01%, with net profit soaring by 48.81% to 123 million yuan, significantly exceeding market expectations [5]. Strategic Developments - In 2023, Zhongci Electronics completed three strategic acquisitions for a total consideration of 3.831 billion yuan, enhancing its capabilities in GaN RF chip design and manufacturing, and establishing a complete third-generation semiconductor industry chain [3][4]. - The company has committed to significant R&D investments, maintaining a research expense ratio above 10% for three consecutive years, with 290 million yuan allocated for 2024, focusing on GaN RF chips and SiC modules [9]. Market Position and Product Development - Zhongci Electronics has established itself as a leader in the domestic market for GaN RF devices, with its products widely used in 5G communication systems [8]. - The company has developed advanced ceramic components for semiconductor equipment, achieving significant sales growth in precision ceramic parts [7]. Industry Context - The electronic ceramics industry is characterized by high competition, with 90% of profits concentrated in 10% of high-end materials, where Zhongci Electronics is making strides against established players like Kyocera [6]. - The rapid development of AI has spurred growth in the domestic optical communication sector, benefiting companies like Zhongci Electronics that innovate in materials and technology [6].