Workflow
Hawkeye
icon
Search documents
Navitas Announces Plans for 200mm GaN Production with PSMC
Globenewswire· 2025-07-01 20:45
Core Viewpoint - Navitas Semiconductor has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation to enhance the production of 200mm GaN-on-silicon technology, aiming to strengthen supply chains, drive innovation, and improve cost efficiency in various markets including AI data centers, electric vehicles (EVs), solar energy, and home appliances [1][6]. Company Overview - Navitas Semiconductor specializes in next-generation power semiconductors, particularly GaNFast™ gallium nitride and GeneSiC™ silicon carbide technologies, and has been operational for 10 years since its founding in 2014 [8]. - Powerchip Semiconductor Manufacturing Corporation is a Taiwanese foundry that develops and manufactures advanced semiconductor components, operating multiple wafer fabs since its establishment in 1994 [7]. Strategic Partnership - The partnership with Powerchip will utilize its 200mm fabrication capabilities at Fab 8B in Taiwan, which has been operational since 2019 and supports high-volume manufacturing processes for GaN [2]. - Powerchip's advanced 180nm CMOS process will enable the production of smaller, more efficient devices, enhancing performance and cost-effectiveness [3]. Product Development and Market Demand - Navitas' GaN portfolio will include voltage ratings from 100V to 650V, catering to the increasing demand for GaN in 48V infrastructure, particularly for hyper-scale AI data centers and EVs [4]. - Initial device qualification is anticipated in Q4 2025, with production of the 100V family expected to commence in the first half of 2026 [4]. Recent Collaborations and Innovations - Navitas has recently collaborated with NVIDIA to support GaN and SiC technologies for high-voltage direct current (HVDC) architectures and has partnered with Enphase and Changan Automobile for integrating GaN technology into their products [5]. Future Outlook - The partnership is expected to drive sustained progress in product performance, technological evolution, and cost efficiency, positioning both companies for future growth in the GaN market [6].
上海汽车集团股份有限公司2025年6月份产销快报
证券代码:600104 证券简称:上汽集团 公告编号:临2025-033 汽车有限公司 上海汽车集团股份有限公司 上汽通用 44,545 28,340 57.18% 263,364 207,450 26.95% 47,001 26,021 80.63% 245,067 225,579 8.64% 2025年6月份产销快报 单 位 产 量(辆) 销 量(辆) 本月数 去年 月度 本年 去年 累计 本月数 去年 月度 本年 去年 累计 同期 同比 累计 累计 同比 同期 同比 累计 累计 同比 上汽大众 90,283 85,568 5.51% 515,493 519,852 -0.84% 92,750 82,003 13.11% 492,145 512,088 -3.89% 汽车有限公司 上汽集团 59,857 52,935 13.08% 368,568 326,593 12.85% 63,058 54,576 15.54% 367,715 334,839 9.82% 乘用车分公司 上汽通用五菱 112,411 110,711 1.54% 795,977 573,780 38.73% 126,813 107,00 ...
诺亚控股上涨2.09%,报12.19美元/股,总市值8.06亿美元
Jin Rong Jie· 2025-07-01 17:31
诺亚财富管理业务主要包括分销以人民币、美元及其他币种计价的私募股权、私募证券、公募基金等产 品以及提供保障传承类综合服务。诺亚的服务网络覆盖了中国大陆的主要城市,以及中国香港、纽约、 硅谷、新加坡和洛杉矶。1,109名客户经理通过该网络为客户提供定制化的财富管理解决方案,满足客户 的投资需求。截至2024年3月31日,公司财富管理业务拥有超过45万名注册客户。通过歌斐资产管理,诺亚 管理着以人民币、美元及其他货币计价的私募股权、私募证券、房地产、多策略和其他投资产品。 本文源自:金融界 财务数据显示,截至2025年03月31日,诺亚控股收入总额6.15亿人民币,同比减少5.38%;归母净利润 1.49亿人民币,同比增长13.29%。 资料显示,诺亚控股有限公司(纽交所代码:NOAH,港交所代码:6686)是一家领先的财富管理服务提供商, 主要为华语高净值投资者提供全球投资和资产配置的一站式综合咨询服务。2024年一季度,诺亚分销的 投资产品总值为人民币189亿元(26亿美元)。截至2024年3月31日,通过旗下的歌斐资产管理公司,诺亚的 总资产管理规模达人民币1,533亿元(212亿美元)。 7月2日,诺亚控 ...
Bespoke Extracts, Inc. Announces Financial Results and Strategic Rebranding for the First Quarter Ended March 31, 2025
Globenewswire· 2025-07-01 15:16
Core Insights - Bespoke Extracts, Inc. has successfully rebranded as The Joint Company (TJC) and launched new products, Doobskis and Dutch Blunts, which are gaining traction in Colorado's cannabis market [3][5] - Despite an 8.8% contraction in Colorado's regulated cannabis market, the company achieved year-over-year revenue growth [5] - The company is focused on expanding its market share and optimizing operations for sustainable growth [8] Financial Highlights for Q1 2025 - Revenue increased to $263,159, up 1.0% from $260,428 in Q1 2024, driven by strong sales of branded pre-rolled joints [7] - Gross profit rose to $110,779 from $102,581 in Q1 2024, supported by improved production efficiencies [7] - Operating expenses decreased to $356,117 from $405,384 in Q1 2024, reflecting lower stock-based compensation and reduced salaries [7] - Net loss decreased to $260,521 from $314,118 in Q1 2024 [7] Operational Highlights - Daily pre-roll production increased by 32% compared to Q1 2024, enhancing TJC's competitive processing capabilities [8] - The company achieved cost efficiencies in raw materials, packaging, and labor, boosting gross margins despite increased marketing costs [8] - Management is exploring expansion into other state-regulated cannabis markets, leveraging successful operations in Colorado [8] Fiscal Q2 2025 Outlook - Projected revenue for Q2 2025 is expected to exceed $385,000, compared to $278,163 in Q2 2024, driven by strong demand for new product lines [11] - Continued improvements in manufacturing processes are anticipated to support higher production volumes and consistent product quality [11] - Enhanced production efficiencies and cost management are projected to drive higher gross margins [11]
中控技术:接待27家机构调研,中标1.31亿订单
He Xun Cai Jing· 2025-07-01 14:53
2025年7月1日,中控技术披露接待调研公告,公司于6月11日接待睿远基金、中金公司、国寿养老等27 家机构调研。 中控技术最新股价44.69元,较前一收盘价跌0.22元,跌幅0.49%,总市值353.32亿元。其 所处软件开发行业滚动市盈率平均119.95倍,中值84.76倍,中控技术32.37倍排名第7位。 调研显示,中 控技术近期中标陕煤榆林化学1.31亿元订单,为1500万吨/年煤炭分质清洁高效转化示范项目相关工程 的全厂集散控制系统与安全仪表系统框架采购协议。公司将依托新架构构建智能闭环,融合前沿技术助 力打造卓越级智能工厂。 6月12日,公司推出PLC新品M4Pro,具备高可靠性等优势,适配多行业场 景,聚焦专业领域,精准响应高端装备复杂控制需求。公司凭借全链路质量保障体系等实现IT与OT深 度融合。 公司流程工业AI时序大模型TPT自去年6月推出后,已在多装置取得突破性应用。近日,凭借 核心技术优势入围中石化人工智能场景应用项目,标志进入全面深化应用阶段,将打造有自主知识产权 的AI模型。 天眼查资料显示,中控技术成立于1999年12月7日,以仪器仪表制造业为主。截至2025年3 月31日,股东 ...
妙可蓝多(600882):坚定信心 奶酪龙头创新引领、经营持续向好
Xin Lang Cai Jing· 2025-07-01 14:32
线下合作山姆、盒马等高势能渠道,有望持续上新。今年5 月,公司上架了新品"牛肉+再制奶酪",将 牛肉风干小香肠+超干牛肉+再制奶酪打包成为"内蒙草原风味小零食";今年3 月,公司联合盒马推出鳕 鱼奶酪条,定位佐酒伴侣,抢占成人零食赛道。公司在山姆、盒马等线下新零售渠道推出特色新品,展 现公司在奶酪领域的产品力与品牌力,基于公司领先的产品研发能力,我们期待未来公司将更多新品打 入高势能渠道。 盈利预测及投资评级:我们预计公司2025-27 年实现营收56.36/65.49/76.08 亿元,同比增长 16.35%/16.21%/16.17%,实现归母净利润2.35/3.42/4.36 亿元,同比增长107.15%/45.47%/27.41%,对应 PE分别为68X/47X/37X,维持"推荐"评级。 风险提示:行业竞争加剧、与蒙牛奶酪业务整合不及预期、原材料价格大幅波动、产品推新效果不及预 期、食品安全问题等 25Q2 公司持续推新、拓宽渠道,C 端及B 端的产品均引领国内奶酪行业的发展,基于公司在产品、品 牌、渠道的核心竞争力,我们看好公司未来的持续成长,朝着百亿营收的目标坚实迈进。 聚集奶酪核心业务,C 端 ...
诚通基金等8家机构调研龙芯中科最新产品
据悉,龙芯致力于构建独立于X86和ARM体系之外的第三套生态体系。龙芯坚持自力更生、将自主进行 到底,从基于自主IP的芯片研发、基于自主工艺的芯片生产、基于自主指令系统的软件生态三方面打牢 自主信息技术体系底座。龙芯"三剑客"性价比是龙芯上一代产品的三倍以上,具有开放市场的性价比竞 争力。龙芯GPGPU的技术路线是图形和AI做成一个核,龙芯AI处理器将坚持融合图形计算和AI计算的 通用GPU技术路线,聚焦推理类应用,从端侧应用做起,坚持自主研发、迭代发展,不断提高性能并完 善软件生态。(刘明杰) 上证报中国证券网讯 7月1日晚间,龙芯中科发布投资者关系活动记录表,新加坡政府投资公司GIC、诚 通基金、华福证券、华夏基金、华创证券、宽源投资、平安证券、源峰基金等8家机构调研龙芯中科最 新产品。相关机构关注龙芯中科6月26日的新品发布会,询问了公司最新发布的龙芯3C6000和2K3000自 主性体现在哪些方面和公司GPGPU处理器的研发路径及软件生态建设情况。 据龙芯中科回复,公司在2025龙芯产品发布暨用户大会上发布了服务器产品龙芯3C6000系列和工控/终 端芯片2K3000/3B6000M。龙芯中科2022 ...
抢市!沙特原油出口飙涨7% 创逾一年新高
智通财经网· 2025-07-01 13:20
智通财经APP获悉,据彭博社油轮跟踪数据初步分析显示,作为欧佩克+联盟的领导者,沙特阿拉伯正 以一年多来最快速度出口原油,本月日均出口量增加44.1万桶(增幅约7%)至636万桶,彰显其夺回全球 石油市场份额的战略决心。 值得注意的是,当前利雅得气温已突破40摄氏度,在发电和海水淡化领域国内用油需求激增的背景下, 沙特仍实现了出口大幅增长。联合组织数据倡议(JODI)显示,沙特夏季用油量较全年最凉爽月份日均增 加近60万桶,其中1-4月原油消费量日均增长10万桶。 欧佩克+联盟中八个核心成员国已批准5-7月合计增产41.1万桶/日,达到原定计划的三倍。根据协议,沙 特在这三个月每月可增产16.7万桶/日。与会代表透露,周日举行的月度视频会议上,各成员国部长将 考虑8月再次实施同等规模增产。沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼亲王一如既往地对增产意图保 持缄默。 今年4月初,利雅得宣布从多年严格限产转向开闸增产的战略转变令原油交易商震惊。官方对此给出多 种解释,其中包括夺回被美国页岩油生产商等竞争对手抢占的市场份额。 此次出口激增恰逢欧佩克+加速恢复原油生产计划,这为消费者带来利好。数据表明,尽管以色列与伊 ...
Phibro Animal Health Stock Up 52.8% in a Year: What's Driving the Rise?
ZACKS· 2025-07-01 13:15
Key Takeaways Phibro shares jumped 52.8% in a year, outperforming both the industry and S&P 500 composite indexes. PAHC's Animal Health sales rose 42% in fiscal Q3, led by 68% growth in MFAs and microbial product demand. Phibro expanded globally with a new Brazil vaccine site and Zoetis acquisition, adding 37 product lines.Phibro Animal Health (PAHC) shares have climbed 52.8% in a year, showcasing impressive momentum. The stock has outpaced the industry’s 14.3% growth and the S&P 500 composite’s 11.7% gai ...
Western Forest Products Inc. Announces Implementation of Share Consolidation
Globenewswire· 2025-07-01 13:15
VANCOUVER, British Columbia, July 01, 2025 (GLOBE NEWSWIRE) -- Western Forest Products Inc. (TSX: WEF) (“Western” or the “Company”) announced today that, further to the special resolution approved by the Company’s shareholders at the Company’s Annual General and Special Meeting held on May 7, 2025, the Board of Directors has determined to implement the consolidation of the Company’s common shares on the basis of one (1) post consolidation common share for every 30 pre-consolidation common shares (the “Share ...