在汕头保税区松田电子科技董事长黄瑞南的办公室里，一台老式打线机静静陈列。这台每分钟产量从60 支起步，逐步跨越120支、240支门槛的设备，无声地诉说着松田从品质筑基到规模成长的创业初心。 1995年的初夏，几十平米局促的空间里，机器昼夜轰鸣不息，人影奔走如梭、忙忙碌碌。几张简单的木 桌子，是黄瑞南董事长在废弃堆里捡来自己用铁锤制作的，狭窄的空间里，每一寸都被利用到了极致。 在这样艰苦的条件下，每一个人却都神情专注，一人分饰多角埋头苦干，闷热的空气里裹挟着机油与汗 水的气息，"呲哒呲哒呲哒"快节奏的打线声如同一首永不停息的歌曲，诉说着每一位创业者胸膛里那不 甘沉寂、奋力拼搏的热烈之情。真正的乐不思蜀、废寝忘食，在这里体现得淋漓尽致。 松田成立阶段，董事长黄瑞南也亲力亲为，频繁奔波于汕头与珠三角之间，亲手抽检把关品质，用心倾 听客户的需求，将"品质如生命"、"客户至上"的信条刻入松田的骨髓。 2005年，松田大厦落成，保税松田电子前身的松田实业，这个小屋里的梦想，终于有了一个像样的、可 以扎根并向上生长的家园。小屋里的战斗是贴身肉搏，厂房里的战争，则是排兵布阵。松田二字的来源 也彰显了企业的雄心。那个时候，黄瑞 ...

Core Viewpoint - The company emphasizes the importance of spiritual civilization in business development, stating that a strong cultural foundation is essential for growth and success [1]. Group 1: Company Culture and Values - The company promotes a "ground-laying" spirit, inherited from its founders, which encourages perseverance and dedication to achieving goals despite challenges [1]. - The company has cultivated a culture centered on "hard work and refining core business," with nearly 2,000 engineers tackling critical issues and leading in the new energy sector [1]. - Over 90% of the specifications for the company's main product, multilayer ceramic capacitors, have been localized [3]. Group 2: Employee Engagement and Welfare - The company has established a "Speak Up" platform and a "Technical Innovation Points Award" to encourage employee feedback and foster a culture of skill appreciation and creativity [5]. - The company aims to create a happy workplace by providing free accommodation, transportation, and various welfare programs for employees, including collective weddings and support for children's education [5]. Group 3: Social Responsibility and Community Engagement - The company has formed a charity organization to engage in various public welfare activities, contributing to educational and healthcare initiatives, and has helped 328 children achieve their university dreams [6]. - The company has conducted 152 charitable activities, providing support to over 3,000 impoverished individuals and participating in the construction of over 20 public infrastructure projects [6]. Group 4: Financial Performance - The company is projected to achieve sales of 7.38 billion yuan in 2024, representing a year-on-year growth of 28.88%, and a net profit of 2.194 billion yuan, reflecting a 38.78% increase [6].

Core Insights - The article highlights the increasing competition in the miniaturization of MLCC (Multilayer Ceramic Capacitor), which has become a focal point for companies in the industry [1][15] - The demand for MLCC is rising due to the growth of AI and new energy industries, with the global MLCC market expected to exceed 140.7 billion yuan by 2028 [2] - SanHuan Group reported a significant increase in revenue and net profit for 2024, attributing this growth to their MLCC products [6] Company Overview - SanHuan Group has been deeply involved in the electronic ceramic components industry for over 50 years and is focusing on technological innovation to enhance product quality and expand application areas [1][16] - In 2024, SanHuan Group achieved total revenue of 7.375 billion yuan, a year-on-year increase of 28.78%, and a net profit of 2.19 billion yuan, up 38.55% [6] - The company has a dedicated R&D team of nearly 1,900 members, with R&D investment reaching 583 million yuan in 2024, accounting for 7.91% of total revenue [16] Industry Dynamics - The electronic components sector is a critical foundation for industrial innovation, with capacitors being the most commonly used components in circuit boards [2] - MLCCs offer advantages over SLCCs (Single Layer Ceramic Capacitors) such as smaller size, higher capacity, longer lifespan, lower loss rates at high frequencies, and greater reliability [2] - The miniaturization of components is essential for modern devices like smartphones, which require over 1,000 MLCCs each, and electric vehicles, which need more than 10,000 [1][15] Technological Challenges - The challenge in MLCC production lies in reducing the thickness of ceramic dielectric films while maintaining uniformity, which is crucial for performance [21] - SanHuan Group has successfully reduced the thickness of these films from 5 micrometers to 1 micrometer, overcoming significant technical barriers [21] - The company aims to enhance its product quality through continuous innovation and R&D efforts, despite facing competition from overseas firms with advantages in high-end product technology and capacity [16][21]

Group 1 - Dongguan is witnessing a transformation in its manufacturing sector, driven by technological innovation and strong industry collaboration [1][2] - The Xbot Park robotics base has supported over 140 hard-tech companies, with six achieving valuations over $1 billion [9][10] - The number of intelligent robotics companies in Dongguan exceeds 7,000, ranking among the highest in the country [10] Group 2 - Benmo Technology, established only five years ago, has developed direct-drive motors for consumer products, with an estimated market size of nearly 100 billion yuan in the home cleaning robot sector [2][6] - Jilun Intelligent has evolved from a small mechanical factory to a comprehensive manufacturing enterprise, focusing on tire molds, tire vulcanizers, industrial robots, and precision machine tools [11][15] - Sanhuan Group has made significant advancements in multi-layer ceramic capacitors (MLCC), achieving a breakthrough in the thickness of dielectric layers from 5 micrometers to less than 1 micrometer [19] Group 3 - Guangdong has formed nine trillion-yuan industrial clusters, with eight advanced manufacturing clusters recognized at the national level [19] - The province aims to cultivate more leading enterprises worth hundreds of billions and trillions, enhancing its competitive advantage in manufacturing [19]

Group 1 - The article highlights the vibrant role of young technicians and engineers in the intelligent manufacturing sector in Guangdong, showcasing their dedication and precision in operating advanced technologies like drones and robots [1][2] - The automation and intelligence in production processes are exemplified by the smart warehousing systems and industrial robots, which enhance efficiency and integrate traditional culture with modern manufacturing [2] - Guangdong's strong policy support and innovative entrepreneurial atmosphere are crucial for promoting R&D investment, talent cultivation, and the transformation of technological achievements, positioning the region at the forefront of intelligent manufacturing [2][3] Group 2 - Guangdong is portrayed as a dynamic hub for innovation, driving the transformation of the manufacturing industry towards high-end, intelligent, and green production [3] - The region's commitment to innovation is expected to lead to significant advancements in the "Yue manufacturing" narrative, reflecting a continuous pursuit of breakthroughs and vitality in the industry [3]

Group 1: Industrial Strength in Guangdong - Guangdong's production capabilities are highlighted by significant contributions to national output: 25% of new energy vehicles, 44% of industrial robots, and over 40% of smartphones [1] - The province has established nine trillion-yuan industrial clusters, including electronic information and new energy, and boasts eight national advanced manufacturing clusters [1] - Guangdong's manufacturing sector encompasses all 31 major manufacturing categories, with electronic information and automotive industries leading in scale nationally [1] Group 2: Traditional Industry Upgrades - Chaozhou Sanhuan's breakthrough in multilayer ceramic capacitors (MLCC) technology, reducing ceramic dielectric layer thickness from 5 micrometers to 1 micrometer, showcases the upgrade of traditional industries [2] - The company’s MLCC products are now widely used in consumer electronics, communications, and automotive sectors, driving revenue growth and enhancing the high-end electronic components supply chain [2][3] - Guangdong is focusing on enhancing traditional industries, with over 10,000 industrial enterprises undergoing technological upgrades last year [3] Group 3: Emerging Industries Growth - The development of low-altitude economy is evident with the introduction of various drones and flying vehicles, including a single-person jetpack and agricultural drones, which are expected to generate significant revenue [4][5] - Guangdong's low-altitude economy is valued at over 100 billion yuan, with more than 15,000 related enterprises contributing to urban governance and air traffic management [5] - The province is actively expanding its new energy vehicle and new storage industries, leveraging application scenarios for growth [5] Group 4: Robotics and AI Development - The Shenzhen Artificial Intelligence and Robotics Research Institute is advancing various robotic applications, including medical, household, and industrial robots, with over 300 patents filed since its establishment [6] - The integration of academic research and industry has led to the formation of a comprehensive smart robotics industry chain in the Pearl River Delta region [6] - By 2024, Guangdong's smart robotics industry cluster is projected to generate over 90 billion yuan in revenue, positioning it among the top in the country [6] Group 5: Future Industrial Strategy - Guangdong is committed to building a modern industrial system that enhances both traditional and emerging industries, fostering a vibrant and dynamic economic environment [7]

DS部门从2015年到2022年上半年每次都拿到最高的TAI，即每月基本工资的100%，但自2022年 下半年起，由于业绩放缓，绩效奖金有所减少。2023年下半年，他们的TAI达到了历史最低水平， Memory为12.5%，Foundry和System LSI为0%，但随着市场状况的好转，去年上半年逐渐回升至 37.5-75% 。 下 半 年 ， 由 于 基 数 效 应 ， 他 们 的 绩 效 奖 金 达 到 了 200% ， 超 过 了 最 高 标 准 。 当 时 ， System LSI和Foundry业务部门的奖金为25%。但今年上半年，由于NAND闪存领域盈利能力恶 化，以及Foundry和System LSI业务损失数万亿韩元，奖金水平大幅下降。 在设备体验（DX）部门中，视觉显示（VD）业务部门和数字家电业务部门将分别获得37.5%和 50%的补贴，而由于今年第一季度推出的Galaxy S25系列销量强劲，移动体验（MX）业务部门将 获得最高的75%的补贴。医疗器械业务部门将获得75%的补贴，网络业务部门将获得50%的补贴。 三星电机将向零部件事业部支付100%的奖金，向封装解决方案事业部支付75 ...

Group 1 - The "Vibrant China Research Tour" focused on key enterprises in low-altitude economy, industrial robotics, artificial intelligence, and intelligent driving in Guangdong Province, showcasing the role of technological innovation in developing a modern industrial system [1] - Guangdong Province leads the nation with 15 out of 31 manufacturing categories at the top scale, fostering eight trillion-level industrial clusters including new-generation electronic information and green petrochemicals [1] - The province's investment in R&D, number of R&D personnel, high-tech enterprises, effective invention patents, and PCT international patent applications rank first in the country, indicating a strong emphasis on technological and industrial innovation [1] Group 2 - The Guangdong Provincial Development and Reform Commission announced plans to initiate R&D projects in humanoid robots, low-altitude economy, and commercial aerospace by 2025, aiming to enhance the quality and quantity of the new energy vehicle and intelligent connected vehicle industries [2] - The goal of "Recreating a New Guangdong" emphasizes continuous innovation and improvement in the province's industrial capabilities [2] Group 3 - Various innovative projects were highlighted during the tour, including smart agriculture initiatives at the Songshan Lake International Robotics Industrial Base [4] - Guangzhou Lifen Culture Technology Co., a multimedia technology service provider, showcased its capabilities in major events like the Beijing Olympics and Winter Olympics [5] - Xiaoma Zhixing Technology Co. demonstrated its autonomous driving taxi services in Guangzhou, reflecting advancements in intelligent transportation [7] - Industrial robots were tested at Guangzhou CNC Equipment Co., showcasing the province's focus on automation and robotics [9] - Yuan Sheng Intelligent Technology Co. presented its products at the Guangdong Intelligent Robot Research Institute, indicating the growth of the robotics sector [11] - The personal flying vehicle developed by Guangdong Aerospace Technology Research Institute aims to create a three-dimensional commuting network [16] - The E6A drone, designed for rapid assembly and versatile applications, was showcased in Zhongshan, highlighting advancements in UAV technology [22]

没作品还龅牙，却成为萌翻全球的现象级IP，LABUBU刮起潮玩旋风的背后，有着"世界玩具看中国， 中国玩具看广东"的深刻印记；说着粤语方言、跳着魔性舞蹈，能进厂打工也能聊天解闷，十八样武艺 样样精通的广东机器人让"七剑客"的名头威震江湖…… 在广州视源电子科技股份有限公司，机械臂在生产线上舞动，一台台具有核心科技的产品打包出发，运 往全球。面对着超高清显示视频这一赛道趋于白热化的竞争，该公司依靠创新"卷"出了三大拳头产品 ——液晶显示主控板卡、交互智能平板、智能会议平板，在全球范围内都是数一数二的存在。如今，全 球每三台电视机，就有一块主板"视源造"。 在潮州三环（集团）股份有限公司，小至1毫米的颗粒——多层片式陶瓷电容器（MLCC）正在"出 仓"。别看个头小，一颗"米粒"里头堆叠着上千层陶瓷介质膜，量级也来到比一根头发直径四十分之一 还小的微米，堪称"螺狮壳里做道场"。这种基础元件被称为"电子工业大米"，我国过去曾长期高度依赖 进口。在持续的创新攻坚之下，三环集团生产的MLCC已能覆盖90%产品规格的国产化，有力地促进国 内高端电子元件产业链的发展完善。 今年以来，广东制造频频"出圈"，但又不断面临新的挑战 ...

南方财经记者郑康喜 云浮报道 在人工智能加速崛起、关键核心元件和技术加速国产替代的当下，一家藏在广东云浮山区里的MLCC中 国独角兽企业，正向这个行业的全球前三展开冲锋。 "我们就是要打破高端MLCC被日韩几家企业垄断的局面，在完成国产替代的同时冲刺全球前三，成为 中国的'村田'。"6月29日，"活力中国调研行"广东主题采访团走进广东微容科技有限公司，面对南方财 经记者的提问，微容科技总裁陈伟荣如是说。 仲夏的雨后，云浮的山峦被云雾环绕，好似一幅清雅悠然的山水画。8年前，陈伟荣带领团队来这里扎 根，成立微容电子，一开始便明确规划了高容、车规、超微型等产品布局。 8年后的今天，南方财经记者见到陈伟荣时，他虽已头发花白，但话语间仍中气十足。采访环节，他拿 着话筒自豪地分享着微容科技在高端MLCC赛道的成就。 "从2017年开始，微容科技在山清水秀的云浮专注自主研发生产，今年已经第8年。以前国内想都不敢想 的车规类、消费电子类高端MLCC，都被我们逐一实现，我们成为国内头部新能源汽车和昇腾服务器供 应商。"陈伟荣说。 （图为微容科技产线。受访者供图） 将时间的指针拨回2017年。彼时，已经58岁的陈伟荣决定回到家乡 ...