投资咨询业务资格:证监许可 [2011] 1292号 2025年6月27日 全品种价差日报 | 留注 | 品种/合约 | 历史分位数 | 现货价格 | 期货价格 | 基差 | 基差率 | 现货参考 | 折算价:72硅铁合格块:内蒙-天津仓单 | 144 | 硅铁 (SF509) | 5384 | 2.67% | 5528 | 76.30% | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 5790 | 114 | 折算价:6517硅锰:内蒙-湖北仓单 | 硅罐 (SM509) | 5676 | 2.01% | 45.50% | 87 | 3060 | 2973 | 2.93% | HRB40020mm:上海 | 螺纹钢 (RB2510) | 45.20% | | | | | | 77 | Q235B: 4.75mm: 上海 | 热卷(HC2510) | 3180 | 3103 | 2.48% | 49.20% | 45 | ...

Core Viewpoint - The article emphasizes the critical role of Analog-to-Digital Converters (ADCs) as a bridge between the analog and digital worlds, highlighting the significant growth potential in the ADC market driven by increasing demand in various sectors such as communication, defense, industrial medical, and artificial intelligence [1][4]. Market Overview - The global ADC market is projected to exceed $30 billion in 2024, with a compound annual growth rate (CAGR) of 7.5% [1]. - The ADC market has been historically dominated by international giants like ADI and TI, particularly in the high-speed and high-precision segments [2]. Technological Advancements - Recent advancements in ADC technology have led to significant improvements in conversion rates, signal bandwidth, and power consumption, expanding application areas [4]. - For instance, ADI's latest high-speed ADC product, based on 28nm technology, has achieved a performance of 12-bit at 10GSPS, capable of processing 5G millimeter-wave signals [4]. Domestic Market Dynamics - The high-end ADC market in China has a domestic production rate of less than 5%, creating a substantial opportunity for local manufacturers to fill this gap [4]. - The trend towards domestic substitution is expected to create a "blue ocean" for domestic high-speed and high-precision ADC chips [4]. Product Launch - Chengdu Huamei Electronics recently launched the HWD12B16GA4, a 4-channel, 12-bit, 16GSPS high-speed ADC, which boasts an input analog bandwidth of up to 10GHz and a high dynamic range [5][6]. - This product is positioned to break the long-standing monopoly of international giants in the high-speed and high-precision ADC market, marking a significant milestone in domestic innovation [6]. Competitive Comparison - The HWD12B16GA4 outperforms international competitors, with a sampling rate of 16GSPS and an input bandwidth of 10G, compared to TI's ADC12DJ5200RF and ADI's AD9213, which have lower sampling rates and bandwidths [6]. R&D Capabilities - Chengdu Huamei's converter technology research center has become a core design platform for high-end mixed-signal chips in China, employing over 60 professionals with expertise across various domains [7]. - The company has developed a product line covering resolutions from 8 to 12 bits and sampling rates from 8GSPS to 128GSPS, receiving positive feedback from multiple users [7][8]. Future Outlook - The company aims to continue advancing its ADC technology, focusing on high integration, large bandwidth, high linearity, low error rates, and low power consumption, with products that meet international standards [8][9]. - The successful launch of the HWD12B16GA4 and the strength of the R&D team suggest promising future developments in the ADC sector for Chengdu Huamei [9].

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[Table_Title] 研究报告 Research Report 5 Jun 2025 全球新工业 Global Industrials 全球新工业周报(05/31-06/6)： SpaceX 宣布 2025 年发射目标为 170 次轨道发射，同 比 2024 年实际发射记录增长 27% Global industrials Updates: SpaceX Sets 2025 Launch Target at 170 Orbital Missions, Marking 27% YoY Growth Over 2024 1）数据中心：美国正在阿联酋建立全球首个美国本土以外的星际之门。机器人：美国机械制造工业品价格指数 2025 年 4 月为 188.99，环比微增 0.88%，同比增长 2.83%。工业机器人板块， 2024 年全球机器人安装量预计维持在 54.1 万台的水平。本周报告称 ABB 与 Raumaster Paper 签署谅解备忘录，共同探索美国集成卷绕机解决方案。三菱电 机宣布其 MELSERVO-J5 (MR-J5) 伺服放大器新增支持多网络的功能。 2）工业：美国：飞机发动机和发动机部件 ...

[Table_Title] 研究报告 Research Report 5 Jun 2025 核心观点： 1）数据中心：美国正在阿联酋建立全球首个美国本土以外的星际之门。机器人：美国机械制造工业品价格指数 2025 年 4 月为 188.99，环比微增 0.88%，同比增长 2.83%。工业机器人板块， 2024 年全球机器人安装量预计维持在 54.1 万台的水平。本周报告称 ABB 与 Raumaster Paper 签署谅解备忘录，共同探索美国集成卷绕机解决方案。三菱电 机宣布其 MELSERVO-J5 (MR-J5) 伺服放大器新增支持多网络的功能。 全球新工业 Global Industrials 全球新工业周报(05/31-06/6)： SpaceX 宣布 2025 年发射目标为 170 次轨道发射，同 比 2024 年实际发射记录增长 27% Global industrials Updates: SpaceX Sets 2025 Launch Target at 170 Orbital Missions, Marking 27% YoY Growth Over 2024 杨斌 Bin Yang 毛 ...

TOP2解读(非理想AD团队自己的说法，是TOP2个人的解读): 3.理想选择标配激光雷达，是由于随着产业进步(有理想自身的进步，也有中国产业链本身的进步)， 激光雷达可以带来的现货安全价值(更好的高阶AEB AES能力)而不是期货安全价值足够大了，这个足 够大的时间节点在2024年下半年。 4.产业进步速度存在不确定性，理想在某个时间节点前，没有足够信心或预判性，激光雷达的现货安 全价值可以达到2024年下半年的水平，有信心后，基于理想价值观，选择了标配激光雷达。做了这个 决定后，什么时候选择标配也需要综合考虑产业整体水平，理想自身更新换代节奏。 以下为理想高级辅助驾驶产品经理微博用户陈两把内容： Q：为什么老车型没有标配高算力的Orin-X和激光雷达？ A：给到车主朋友更多选择，部分老司机朋友就不喜欢城市NOA、认为用不上，有高速NOA 就够了，比如我大姑父，就选的L8 Pro。如果强行塞给车主用不上的功能、配置，那车辆售价自然也 就高了，成本也是车主承担，大可不必（真实思考，未影射）。为什么L9一开始只有Max后来才有的 Pro，也是真的有车主朋友提出述求，出一个入门版本吧，有AD Pro能有高速NOA ...

体报中的谎息的软乐评谈下载我摸情报片员儿为可能的是公开资料，回广场增的过些信息的非的生活带他不用手用压。本报后反映得到《思想不得意…《探疑分析方法，并不错成"就能够感影像和《鸿过士》。在日何从下，报告内容仅你参考，新年夜间 度西斯表达的舰队的不停的威尼斯坦奥尔里尔里尔斯，他没希腊优投资，风险军组。本报告演在发出维厂发射影院在客户又更也专业人士，成风见广发的影所有，未经厂发剧领先两领队，任何人不停的本版运行任何形成的发布，衰退，如何乐、和文、船耳用出处力 "广发期货"。 | 折算价:72硅铁合格块:内蒙-天津仓单 | 硅铁 (SF507) | 76.80% | 5778 | 5638 | 140 | 2.48% | 92 | 硅罐(SM509) | 5870 | 折算价:6517硅锰:内蒙-湖北仓单 | 5778 | 1.59% | 41.60% | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 132 | 3190 | ...

Industry Overview - The nuclear medicine market is experiencing robust growth due to increasing health awareness and rapid advancements in medical technology [1] - As of July 4, 2024, 88 radioactive new drugs have been approved globally, with only 18 for treatment purposes [1] - From 2021 onwards, China's policies have strongly supported the nuclear medicine industry, which is expected to drive its development [1] - According to Ping An Securities, the nuclear medicine market in China is projected to grow from 5 billion yuan to 26 billion yuan at a CAGR of 26.6% from 2023 to 2030 [1] Company Highlights - Yuan Da Pharmaceutical (00512) is a notable player in the nuclear medicine sector, with a successful Phase II clinical trial for its global innovative product STC3141 [2] - CICC maintains profit forecasts for Yuan Da Pharmaceutical at 2.131 billion yuan for 2025 and 2.235 billion yuan for 2026 [2] - The company has received approval for its innovative drug ITM-11 to conduct Phase III clinical trials, targeting neuroendocrine tumors [3] - China Tongyuan (01763) is a leading enterprise in the nuclear medicine industry, dominating the market for radioactive pharmaceuticals and being the largest supplier of radiation source products in China [4] - In October 2023, China Tongyuan began mass production of a new dual-spiral CT radiation therapy platform, marking a significant advancement in domestic high-end radiation therapy products [4]

Group 1 - The company YuanDa Pharmaceutical Group has received formal acceptance from the National Medical Products Administration for its innovative radiopharmaceutical drug TLX591, aimed at treating metastatic castration-resistant prostate cancer (mCRPC) [2] - TLX591 is set to be evaluated in a global Phase III clinical trial involving over 500 patients across multiple countries, including China, the USA, Australia, and New Zealand, comparing its efficacy and safety against standard treatment [2] - Prostate cancer is a common malignancy among elderly men, ranking second in incidence and fifth in mortality among male cancers globally, and sixth and seventh in China respectively [2] Group 2 - The global prostate cancer treatment market was estimated at $15.2 billion in 2021 and is projected to grow to $24.9 billion by 2030 [3] - Traditional radiotherapy for prostate cancer in China has high cumulative radiation doses, leading to complications that significantly affect patients' quality of life, indicating a clinical need for lower radiation exposure treatment options [3] - YuanDa Pharmaceutical is focusing on the global development strategy of nuclear medicine for oncology, aiming to expedite the registration and commercialization of innovative nuclear drugs, with TLX591 potentially becoming a significant product for the company [3]

体报告中的复息的软语书都广播的竞猜队后认为可能的已认开辟讲，国广发相的刘边些信息的印神也没完整他不作压印采证。本报目反映明s1人员的不同易点。则和孔分行元法，并不计表广发就的直聘测测机构筑立场。在田甲刚下，报告内容以供参考，很年中创意 序回诉我这的观见孩不不如我们是af承买卖的出位前身价，很多要偶像他投资，风险自担。本报告简空发送到了发明的影响，我都是你到了，未经广发销快带面领发，任何人不得你不断走进行母阿然武战夜，爱我，如何得，刊发，很适用他也力 "广发期货"。 知识图强,求实奉献,客户至上,合作共赢 X注微信公众号 | 硅铁(SF506) | 91.20% | 折算价:72硅铁合格块:内蒙-天津仓单 | 5.70% | 5608 | 320 | 5928 | 5758 | 折算价:6517硅锰:内蒙-湖北仓单 | 硅锰(SM509) | 5950 | 192 | 56.00% | 3.30% | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...