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“小布平替”大行上市,折叠车赛道藏着五个趋势
Jing Ji Guan Cha Wang· 2025-09-17 05:54
杨辰雨自从购入一辆大行折叠车以来,已经在小红书上发过5次爱车的"定妆照",这些分享占据了她主 页几乎50%的版面。 最新的一条动态展示了杨辰雨为爱车更换的小配件,包括豹纹猫咪密码锁、夜骑行猫咪警示灯,以及一 个复古车挂收纳包,并配文"不是车架子,而是衣架子"。 今年4月,杨辰雨以不到4000元的价格购入的这款D10,是大行折叠自行车的热销车型之一。她多次对 比了价格、颜值和骑行体感后,最终选中了大行品牌。 在社交媒体上,大行自行车的不少车型被称为"小布平替"。小布指的是英国知名折叠车品牌 BROMPTON,只是它的价格动辄上万元。随着骑行运动的盛行,不论是小布还是平替大行,都在中国 获得了更好的市场。 就在9月9日,大行品牌所属公司大行科工(深圳)股份有限公司(下称"大行科工")登陆港交所。从其 披露的信息可以窥见国内骑行行业的面貌和趋势。 首先,"骑行热"让企业走上快车道。 据大行科工官网及招股书,大行品牌1982年由韩德玮创于美国加州,商标属美国DAHON NARTH AMERICA公司;2001年韩德玮成立大行科技公司拓展中国市场并运营品牌;2016年深圳市美大行科技 成立,2017年获大行品牌商标的无 ...
为何都盯上了12nm
半导体行业观察· 2025-07-27 03:17
Core Viewpoint - The 12nm process node, previously considered mature, is now gaining attention in the semiconductor industry due to its balance of performance, power consumption, and cost, making it a strategic choice for various applications, especially in edge AI and IoT devices [1][3][23] Group 1: Expansion of 12nm Applications - Numerous domestic and international companies are adopting 12nm technology across various sectors, including wearable devices, servers, smartphones, AI, and automotive applications [5][11] - Notable products include Unisoc's W527 platform for wearables, Loongson's 3C6000 server CPU, and various chips for AR/VR and industrial IoT [6][10][11] Group 2: Drivers Behind the Resurgence of 12nm - The shift towards edge computing and AI applications is driving demand for cost-effective solutions that 12nm can provide, as it strikes a balance between performance and cost [12][13] - Geopolitical factors are prompting companies to reassess their manufacturing processes, with 12nm being a safer choice that supports mainstream applications without being at the cutting edge [13][14] - The compatibility of 12nm with advanced packaging technologies allows for efficient system-level integration, making it attractive for modern chip designs [13][14] Group 3: Foundry Focus on 12nm - Major foundries like TSMC, UMC, and Intel are increasingly focusing on 12nm, with TSMC's 12nm FinFET Compact technology being a key offering [16][17] - UMC and Intel's collaboration on 12nm aims to address the growing demand in mobile communications and network infrastructure, highlighting the strategic importance of this node [18][19] - The partnership allows both companies to leverage their strengths, with Intel focusing on manufacturing and UMC on process development, catering to market needs while navigating geopolitical challenges [20][21][22] Group 4: Future Outlook for 12nm - The 12nm node is expected to play a crucial role in the evolution of edge AI, IoT, and automotive electronics, serving as a bridge between chip design and system solutions [23] - As advanced packaging and system-level optimizations continue to develop, 12nm may become increasingly central to the semiconductor ecosystem, supporting a wide range of applications [23]