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小K播早报|国产GPU两大龙头一申购一上市 豆包手机二代产品或2026年底出货
Xin Lang Cai Jing· 2025-12-05 00:12
《科创板日报》12月5日讯 今日科创板早报主要内容有:商务部:中国政府依法依规开展稀土相关物项 出口管制;中国贸促会会长任鸿斌率团出席美国半导体行业协会;巴西:TikTok将在巴投建其在拉美地 区首座数据中心。 《科创板日报》主播小K为您播报。 市场动态 商务部:中国政府依法依规开展稀土相关物项出口管制 今天下午,商务部召开例行新闻发布会,新闻发言人就开展稀土相关物项出口管制进行了回应。商务部 新闻发言人何亚东:中国政府依法依规开展稀土相关物项的出口管制工作,据我所知,只要是用于民用 用途的,合规的出口申请,中国政府都及时予以了批准。同时,中国政府积极适用通用许可等便利化措 施,促进两用物项合规贸易,切实维护全球产供链的安全稳定。 中国贸促会会长任鸿斌率团出席美国半导体行业协会及会员企业座谈会 据中国贸易报,12月3日,中国贸促会会长任鸿斌率中国企业家代表团出席美国半导体行业协会及会员 企业座谈会,与美国半导体行业协会总裁兼首席执行官诺伊弗就推动中美半导体领域合作、深化多边领 域合作、维护全球产业链供应链稳定畅通等议题深入交流。美国半导体行业协会全球政策副总裁桑顿, 以及高通公司、格芯公司、安森美半导体公司、 ...
12月4日晚间公告 | 超颖电子1亿美元加码AI PCB扩产项目;倍杰特收购上游锑公司
Xuan Gu Bao· 2025-12-04 11:59
Suspension and Resumption - Zhongwei Electronics is planning a change in company control, leading to a stock suspension [1] Mergers and Acquisitions - China National Petroleum Corporation has signed contracts totaling 40 billion yuan to acquire 100% equity in three gas storage companies [2] - Beijiete plans to acquire a controlling stake in Yunnan Wenye Nonferrous Metals Co., achieving a strategic layout for upstream key raw material supply, enhancing the entire industry chain of antimony mining, smelting, production, recycling, and resource assurance [2] Share Buybacks - Dong'a Ejiao intends to repurchase company shares worth between 100 million to 200 million yuan [3] Investment Cooperation and Operational Status - Chaoying Electronics plans to increase investment by 100 million USD in its Thai subsidiary for an AI computing power advanced printed circuit board expansion project [4] - Tongyu Communication's participation in the launch of Blue Arrow Aerospace's "Zhuque-3" will help its stake in the core satellite component company Hongqing Technology accelerate the acquisition of domestic and international commercial orders [4] - Huashu High-Tech intends to jointly invest with related parties to establish a joint venture in the 3D printing service sector [5] - GeKong Micro has received orders for its 0.7-micron 50 million pixel image sensor products from internationally renowned ODM brands [6] - Weiguang Biological plans to sign a technology cooperation contract for blood products worth 16 million USD [7] - Xingfa Group's subsidiary has signed a contract for the entrusted processing of 80,000 tons/year of lithium iron phosphate with BYD's wholly-owned subsidiary Qinghai Fudi [8] - China National Materials International's wholly-owned subsidiary has signed a total contract for the general contracting of the Dashi River Molybdenum Mine selection project with a total amount tentatively set at 2.7 billion yuan [8]
格科微:公司0.7微米5000万像素图像传感器产品收到国际知名品牌ODM订单
Mei Ri Jing Ji Xin Wen· 2025-12-04 10:07
每经AI快讯,12月4日,格科微(688728.SH)公告称,截至公告发布日,公司3,200万及5,000万像素图像 传感器产品已累计实现出货超1亿颗。公司近日收到国际知名品牌原始设备制造商(ODM)订单,供应 0.7微米规格5,000万像素图像传感器产品,已实现部分出货。该产品基于GalaxyCell®2.0工艺平台,在 像素性能、动态范围及功耗优化方面实现显著提升。公司高像素单芯片集成技术及相关产品得到市场验 证与认可,对公司未来发展产生积极影响。 ...