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英唐智控:自有的MEMS 器件自动化生产线已经实现了量产
Ge Long Hui· 2025-12-18 09:20
格隆汇12月18日丨英唐智控(300131.SZ)在互动平台表示,公司MEMS微振镜采用电磁驱动技术,实现 激光束的水平与垂直双维扫描,大幅降低体积、功耗及成本,公司在MEMS领域具有专业的技术实力和 市场竞争力,公司已拥有MEMS器件级别以及LBS(基于激光束扫描的投影方案)全套系统开发能力, 且自有的MEMS 器件自动化生产线已经实现了量产。 ...
英唐智控(300131.SZ):自有的MEMS 器件自动化生产线已经实现了量产
Ge Long Hui· 2025-12-18 09:05
格隆汇12月18日丨英唐智控(300131.SZ)在互动平台表示,公司MEMS微振镜采用电磁驱动技术,实现 激光束的水平与垂直双维扫描,大幅降低体积、功耗及成本,公司在MEMS领域具有专业的技术实力和 市场竞争力,公司已拥有MEMS器件级别以及LBS(基于激光束扫描的投影方案)全套系统开发能力, 且自有的MEMS 器件自动化生产线已经实现了量产。 ...
中信建投:军工行业已逐步进入新一轮周期
Core Viewpoint - The military industry is entering a new cycle characterized by a transition from "volume and price increase" to "volume increase and price stability," and from "platform expansion" to "system building and short board supplementation," indicating the start of a second structural cycle recovery [1] Industry Growth Characteristics - Future growth in the military industry will exhibit structural characteristics, with stable growth in traditional sectors and new domains expected to outperform the industry average [1] Investment Recommendations - Three main investment lines are suggested: 1. **Traditional Military Sector**: Focus on industries with expected order recovery and performance support, particularly in the aerospace, shipbuilding, and aviation sectors [1] 2. **New Domains and New Qualities**: - In new warfare, attention should be on industries characterized by low cost, intelligence, and systematization, including low-cost precision-guided munitions, unmanned systems, and next-generation intelligent combat bases - For new productive forces, focus on industries with broad application market space, rapid growth, and low domestic production rates, mainly in commercial aerospace, low-altitude economy, and large aircraft - In new technologies, attention should be on MEMS devices, additive manufacturing, and ceramic matrix composites [1] 3. **Reform and Overseas Expansion**: Focus on companies with expected asset integration and competitiveness in the military trade market [1]