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50余家低空经济企业集聚浦口高新区
Nan Jing Ri Bao· 2025-10-14 02:35
我市高度重视低空经济的引导和布局,浦口区作为全国首批、全省唯一的民用无人驾驶航空试验区 核心区,是南京低空经济发展的"主力军"。 浦口高新区围绕"一体推进'四大行动'、聚力建设产业强区"要求,推动主导产业加快突破,在南京 浦口低空经济产业园暨重点项目签约活动、南京低空经济发展工作推进大会等重点活动中,一批引领 性、牵引性、高能级项目集中签约。今年以来,园区新签约项目42个。 近日,南京天晴航空航天科技有限公司(以下简称"南京天晴")的无人机研制基地项目落户浦口高 新区。该公司的入驻为园区低空经济产业腾飞按下"加速键"。 作为核心承载区的浦口高新区,目前已汇聚50余家涵盖研发制造、运营服务、数据应用等全链条 环节的重点企业,是全市低空经济企业集聚度最高的区域。园区以"一中心、两平台、多空域"为架构系 统推进产业生态建设,已初步形成覆盖技术研发、生产制造、运营保障的低空经济全产业链体系,构建 全域多场景协同联动的低空经济发展新格局,一座充满活力的"天空之城"正加速崛起。 头雁领航,落地优质项目 秋日的午后,在浦口高新区,南京天晴的工作人员正在新办公场地紧锣密鼓地进行研发工作。落地 浦口后,企业信心满、干劲足,有更 ...
国科微:业绩简评经营分析盈利预测、估值与评级风险提示-20250606
SINOLINK SECURITIES· 2025-06-06 07:45
Investment Rating - The report maintains a "Buy" rating for the company, expecting a price increase of over 15% in the next 6-12 months [5][10]. Core Views - The company is transitioning to an IDM model, integrating chip design and wafer manufacturing, which will enhance its product offerings in high-demand sectors such as AI, automotive electronics, and IoT [3][4]. - The acquisition of a majority stake in Zhongxin Ningbo will enable the company to expand its capabilities in high-end filter and MEMS manufacturing, addressing the growing demand for RF front-end components in 5G devices [4]. Summary by Sections Performance Review - On June 5, 2025, the company announced a plan to acquire 94.366% of Zhongxin Ningbo's shares through a combination of stock issuance and cash payment, along with raising supporting funds from up to 35 qualified investors [2]. Operational Analysis - The company previously operated under a Fabless model, focusing on providing chip solutions for various applications. The acquisition will allow it to produce specialized components, thereby broadening its market reach [3]. Acquisition Strategy - Zhongxin Ningbo is recognized as a leading domestic semiconductor foundry with unique capabilities in filter manufacturing and MEMS technology, which will significantly enhance the company's product portfolio and market position [4]. Financial Forecast and Valuation - The projected net profits for 2025-2027 are 129 million, 221 million, and 309 million RMB, respectively, with corresponding EPS of 0.60, 1.02, and 1.42 RMB [5][7].