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【太平洋科技-每日观点&资讯】(2025-07-11)
远峰电子· 2025-07-10 12:01
Market Overview - The main board saw significant gains with Huamai Holdings up by 10.09%, Huanrui Century by 10.06%, and Jingyida by 10.02% [1] - The ChiNext board led the gains with Pulian Software increasing by 20.00% and Changxin Bochuang by 15.07% [1] - The Sci-Tech Innovation board also saw increases, with Lexin Technology up by 5.77% [1] - Active sub-industries included SW Panel with a rise of 1.04% and SW Portal Websites by 0.77% [1] Domestic News - TSMC reported a June sales figure of NT$263.71 billion, a decrease of 17.7% month-on-month but an increase of 26.9% year-on-year, with a cumulative sales figure of NT$1,773.046 billion for the first half of the year, up 40.0% year-on-year [1] - United Microelectronics Corporation's advanced packaging interposer has been validated by Qualcomm and is expected to enter mass production in Q1 2026 [1] - Upwind New Materials announced a control acquisition of at least 63.62% of shares in Zhiyuan Robotics for approximately RMB 2.1 billion, making it the first intelligent listed company in A-shares [1] - STMicroelectronics launched a new 3MP automotive-grade CMOS image sensor, SC326AT, featuring significant optimizations in sensitivity, noise suppression, and power control [1] Company Announcements - Dinglong Co. expects a net profit of RMB 290 million to 320 million for H1 2025, representing a year-on-year increase of 33.12% to 46.9% [3] - Shenzhen Textile A anticipates a net profit of RMB 28 million to 42 million for H1 2025, a decrease of 4.31% to 36.20% year-on-year [3] - Heertai forecasts a net profit of RMB 326.67 million to 366.27 million for H1 2025, a growth of 65% to 85% year-on-year [3] - Quectel expects revenue of RMB 11.45 billion for H1 2025, a year-on-year increase of 38.81%, with a net profit of RMB 463 million, up 121.13% year-on-year [3] International News - Murata Manufacturing is ramping up production of its first high-frequency filter using XBAR technology, crucial for 5G and emerging wireless technologies [2] - India's first semiconductor chip manufacturing plant has commenced operations in Gujarat, with production expected to start by December 2026 [2] - NEXTIN, a South Korean testing equipment company, is expanding into the next-generation display sector with orders for OLEDoS testing equipment from major Chinese firms [2] - IDC reported a 6.5% year-on-year increase in global PC shipments in Q2, reaching 68.4 million units, with Apple and Asus showing the largest growth [2]
冲破实体清单封锁的80后,实现中国高端滤波器弯道超车
新财富· 2025-04-25 06:46
尽管很多人并不熟悉滤波器的工作原理,但大多数人应该都了解滤波器是至关重要的电子元器件。 高频滤波器,无疑是滤波器行业王冠上那颗最为璀璨的明珠。掌握了高频滤波器的核心技术,就基本 解决了6G、Wifi7、卫星通信信号捕捉与处理的重重难点,在未来全球通信技术竞争的宏大棋局中, 占据着举足轻重的关键地位。 2019年创立于南京的宙讯微电子科技有限公司(下简称"宙讯微")是国内滤波器细分赛道内极其"低 调"的隐形冠军。公司专攻下一代通信技术核心元件——零温漂BAW滤波器,直接对标美国博通公司 高频滤波器业务管线,是目前全球唯一掌握TC-FBAR技术的企业。 1 前言 从2009年在天津大学首次开展薄膜体声波滤波器技术研究,到2018年国际通信巨头"零温漂"需求催生 TC-FBAR零温漂滤波器的研发灵感;从2020年疫情期间苦等工艺设备入关,到2025年成为国内唯一 盈利的BAW IDM滤波器企业,他的故事里藏着中国科技创业者"十年磨一剑"的韧性,更折射出国产 企业高端制造业突破"卡脖子"的底层逻辑。 公司创始人周冲是全国首批参与薄膜体声波技术研究的先驱者,也是国内少数同时掌握SAW和BAW 滤波器的顶级技术专家。他本 ...