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振华风光:曾经的三线企业闯出集成电路芯片研制的新路
Xin Hua Wang· 2025-10-13 07:05
中国上市公司协会联合新华网等媒体,开展"我在'十四五'这五年上市公司在行动"主题宣传活动。 作为一家高新技术企业、贵州省科技型小巨人企业、国家级"专精特新"小巨人企业,贵州振华风光半导 体股份有限公司(以下简称"振华风光")"十四五"期间走过了不寻常的五年,从在科创板上市到落地中 国振华集成电路产业园,从加速技术创新到承接关键项目,企业步入了发展快车道。当下,新一代信息 技术的创新应用正引领科技革命和产业变革,振华风光紧跟时代脉搏,致力于集成电路的创新发展。 紧抓契机:从"蛰伏"到"突围"的跨越 在贵州群山深处,一座始建于1971年的国营风光电工厂,曾是三线建设浪潮中无数企业的缩影。 2005年,当它以"振华风光"之名重新出发时,面对的却是老国企转型的重重枷锁:设备陈旧、技术单 一、市场萎缩,这个有着数十年历史的 "老厂",在集成电路产业崛起的时代浪潮中,一度步履蹒跚, 陷入"捧着老资历,却难觅新出路"的迷茫。如今,这家有着50多年历史的三线企业闯出了集成电路芯片 研制的新路,并成为贵州乃至中国西南具有代表性的集成电路企业,荣获国家级"专精特新"小巨人企业 称号。 回首过去的五年里,振华风光不断扩充产能,位于 ...
寒武纪在呼和浩特成立新公司,含集成电路业务
人民财讯8月18日电,企查查APP显示,近日,寒武纪(呼和浩特市)信息技术有限责任公司成立,注册资 本1亿元,经营范围包含:集成电路芯片设计及服务;集成电路芯片及产品销售;集成电路设计;集成 电路制造。企查查股权穿透显示,该公司由寒武纪全资持股。 ...
晶华微: 晶华微关于使用部分募集资金向全资子公司提供借款以实施募投项目的公告
Zheng Quan Zhi Xing· 2025-07-29 16:43
Core Viewpoint - The company has approved the use of part of its raised funds to provide a loan of up to 35 million yuan to its wholly-owned subsidiary, Shenzhen Jinghua Zhixin Microelectronics Co., Ltd., for the implementation of the "R&D Center Construction Project" [1][5][8] Summary of Fundraising Situation - The company raised a total of 1,047,987,200 yuan from its initial public offering, with a net amount of 920,537,016.65 yuan after deducting issuance costs [1] - The funds have been deposited in a special account approved by the board of directors, and a tripartite supervision agreement has been signed with the sponsor and the supervising bank [1][6] Summary of Investment Projects - The company has adjusted its fundraising project plans, including the termination of the "Industrial Control Instrument Chip Upgrade and Industrialization Project" and the extension of the "R&D Center Construction Project" deadline to July 2027 [2][3] - The "R&D Center Construction Project" will now be implemented by the subsidiary Jinghua Zhixin, which will also include the development of smart home control chips [3][5] Loan Details - The loan will be disbursed in batches based on the construction progress and actual funding needs, with a maximum term of two years for each loan [4] - The interest rate will be based on the latest one-year Loan Prime Rate (LPR) published before the loan date [4] Purpose and Impact of the Loan - The loan aims to meet the funding needs of the investment project, ensuring its smooth implementation and aligning with the company's strategic planning [5][6] - The company maintains control over the subsidiary's operations during the loan period, ensuring manageable financial risks [6] Fund Management Post-Loan - The loaned funds will be managed in a special account dedicated to the investment project, with strict compliance to relevant regulations and timely information disclosure [6][7] Approval Process - The board of directors approved the loan at the 18th meeting of the second board session held on July 29, 2025, without needing shareholder approval [7][8] Sponsor's Opinion - The sponsor has confirmed that the loan provision aligns with the company's fundraising plan and does not harm the interests of the company or its shareholders [8]
一文读懂北京市集成电路特色产业发展现状与投资机会(附特色产业现状、空间布局、重点项目、产业投融资情况、投资机会分析等)
Qian Zhan Wang· 2025-07-14 03:58
Group 1 - The core viewpoint of the article highlights the development of Beijing's integrated circuit industry, emphasizing its policy environment, industry scale, and investment opportunities [1][4][28] - As of May 2025, Beijing has implemented 464 policies related to the integrated circuit industry, with a peak of 71 policies in 2022 [1][4] - The integrated circuit industry in Beijing aims to achieve a revenue of 300 billion yuan by 2025, supported by various policies across financial, technological, and talent dimensions [4][12] Group 2 - The integrated circuit industry in Beijing has a complete supply chain, including design, manufacturing, packaging, and materials, with a production volume reaching 25.81 billion units in 2024, an increase of 9.6% [12][15] - The industry is concentrated in districts such as Haidian, Chaoyang, and the Economic Development Zone, with Haidian being the core area for integrated circuit design [15][21] - As of May 2025, there are 23,861 integrated circuit-related enterprises in Beijing, with 1,238 high-tech enterprises and 477 specialized small and medium-sized enterprises [18][21] Group 3 - Investment in Beijing's integrated circuit industry has shown fluctuations, with the highest financing amount reaching 25.757 billion yuan in 2021 [28][29] - The financing activities in 2025 indicate a vibrant investment environment, with numerous rounds of financing occurring, particularly in early stages [28][29] - Key investment opportunities include high-end equipment development, semiconductor materials, and applications in automotive electronics and industrial internet [35][37]
格力电器:公司芯片已在家用空调产品中规模应用,整体自研应用占比约30%;台积电日本、德国新厂建设计划或将调整丨智能制造日报
创业邦· 2025-06-10 03:53
Group 1 - Gree Electric has achieved a significant milestone with approximately 30% of its air conditioning products utilizing self-developed chips, which are also applied in commercial air conditioning, smart equipment, and industrial robots [1] - TSMC's construction plans for new factories in Japan and Germany may face adjustments due to supply chain issues and underperformance in local market demand, particularly in the automotive sector [1] - Shanghai Hanke Technology has signed a contract to establish a high-purity process system R&D and smart manufacturing base in Songjiang, focusing on advanced technology development and intelligent production [1] Group 2 - The global wafer foundry industry is experiencing a seasonal revenue decline of about 5.4% in Q1 2025, attributed to preemptive inventory buildup and the continuation of China's old-for-new subsidy policy, resulting in a total revenue of approximately $36.4 billion [1]