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【科技自立·产业自强】嘉立创:一站式基础设施服务提供商,以数字化技术赋能柔性制造
基于成熟的"一站式产业互联智造"运营经验,嘉立创进一步布局了"客户同源、服务同质"的机械产业 链。在技术实践上,嘉立创持续加码研发投入,并于近期正式上线64层高多层板及0.1mm微钻孔。截至 2024年末,嘉立创网站注册用户数超710万,覆盖了人工智能、半导体芯片、新能源汽车、航空航天、 机器人等战略性新兴产业,以及超千所国内外高校和科研机构。2024年度处理订单数量超1780万单。 嘉立创率先构建了"从设计到智造"无缝衔接的一站式产业互联智造平台。面对传统电子产业链中样品打 样周期长、小批量生产门槛高的行业痛点,嘉立创依托自主开发的工业软件及智能管理系统,实现了 PCB(印制电路板)智造、电子元器件采购与PCBA(电子装联)的深度融合与全流程数字化,以"最快 12小时出货"和"一件起订"的高效率,将硬件创新的供应链响应周期从数月、数周缩短至小时级,进一 步加速创新产品涌现。 人民财讯10月9日电,嘉立创作为业内领先的一站式基础设施服务提供商,以"助力全球硬件创新"为使 命,以工业软件赋能研发创新、以数字化技术赋能柔性制造、以产业互联网赋能产品流通,聚焦产品研 发及硬件创新场景,满足全球客户在样品试制、小批量 ...
全球电子协会:贸易摩擦不影响标准制定 供应链韧性成重要命题
Jing Ji Guan Cha Wang· 2025-09-26 08:38
9月25日,2025IPC CEMAC电子制造年会在上海开幕,行业的创新与供应链韧性成为共同关注的话题。 作为全球电子产业的核心组织,全球电子协会(Global Electronics Association,原IPC国际电子工业联接 协会)在接受多家媒体采访时谈到,供应链的稳定性、适应性,以及多样性对电子行业未来的成功至关 重要。 John W.Mitchell指出:"中国依然是全球电子产品供应链的重要组成部分;如今,若没有中国的参与, 全世界的供应链并不能以很好的方式维持与发展。" 2024年,中国装备制造业增加值较上年增长达7.7%,高技术制造业增加值较上年增长8.9%,均超同期 规模以上工业增加值5.8%的增速。肖茜指出,这一数据表明中国电子制造业已实现从"量的积累"到"质 的提升"的跨越。更重要的是,中国已从过去的"世界工厂""制造中心",升级为全球新兴的创新驱动力 量。肖茜提到,在与会员企业交流时,对方普遍关注中国的技术突破进展;例如本次电子制造年会吸引 了不少海外观众参与,其关注点已不再是借助中国降低制造成本,而是依托中国市场的创新活力,维持 自身全球竞争力。 不过,挑战中也蕴含着转型机遇。Jo ...
万亿级赛道争夺战:广东、江苏很强势,珠海或冲C位
Prismark数据显示,2024年全球PCB市场产值为735.65亿美元,同比增长5.8%;而中国以412.13亿美元的产值领跑全球,同比增速高达9.0%。 数据来源:Prismark 制图:杨期鑫 而在这场产业竞逐中,城市间的角力尤为激烈——作为中国PCB产业核心区域,广东PCB产能占全国约60%,拥有超万亿市值的上市企业集群,以及深 圳、惠州、东莞等城市形成的城市集群;与此同时,中西部城市如江西信丰、安徽广德正借势产业转移东风强势崛起。 在全球科技竞争日趋白热化的当下,高端PCB产业已成为其中的关键一环——最先进的芯片需依托同样高端的PCB才能实现性能释放,其技术水平直接制 约着算力、通信等前沿领域的突破。AI技术的爆发式发展,正为PCB产业开辟新的增长极:算力服务器、智能驾驶等场景对高层数(超20层)、高精度 PCB的需求激增,推动产业加速向高端化、定制化转型。 PCB(印制电路板),是现代电子产品的核心组件,PCB与芯片、面板并称电子信息产业三大元器件,主要作用是实现电子元器件之间的相互连接,实现 信号传输,因此也被称为"电子产品之母"。 在这个过程中,广东珠海正凭借东山精密(002384)、景旺电 ...
万亿级赛道争夺战:广东、江苏很强势,珠海或冲C位
21世纪经济报道· 2025-09-25 04:17
记者丨杨期鑫 实习生钟宸 编辑丨李振 PCB(印制电路板),是现代电子产品的核心组件,PCB与芯片、面板并称电子信息产业三大 元器件,主要作用是实现电子元器件之间的相互连接,实现信号传输,因此也被称为"电子产 品之母"。 Prismark数据显示,2024年全球PCB市场产值为735.65亿美元,同比增长5.8%;而中国以 412.13亿美元的产值领跑全球,同比增速高达9.0%。 数据来源:Prismark 制图:杨期鑫 而在这场产业竞逐中,城市间的角力尤为激烈—— 作为中国PCB产业核心区域,广东PCB产 能占全国约60%,拥有超万亿市值的上市企业集群,以及深圳、惠州、东莞等城市形成的城 市集群;与此同时,中西部城市如江西信丰、安徽广德正借势产业转移东风强势崛起 。 广东P C B板块市值已超万亿 从一开始的一穷二白到如今全球最大的PCB生产国,中国PCB产业发展并非一帆风顺。 1936年,奥地利人保罗·爱斯勒(Paul Eisler)发明了世界上第一块PCB,并于50年代初开始 大规模应用。 但是由于西方的技术封锁,直到1956年,中国第一块PCB在北京一间简陋的实验室内诞生。 上世纪60—70年代,中国 ...
沪电股份,筹划H股上市
沪电股份9月19日晚公告,根据公司总体发展战略及运营需要,为进一步优化海外业务布局,拓展多元化融资渠道,公司拟筹划在境外发行股份(H 股) 并在香港联交所主板挂牌上市。 来源:公司公告 截至目前,公司正计划与相关中介机构就本次H股发行上市的相关工作进行商讨,相关细节尚未最终确定。 本次H股发行上市尚需提交公司董事会和股东会审议,并需取得中国证券监督管理委员会、香港联交所和香港证券及期货事务监察委员会等相关政府机 构、监管机构备案、批准或核准。本次H股发行上市能否通过审议、备案和审核程序并最终实施具有较大不确定性。 沪电股份2025年半年报显示,公司PCB(印制电路板)产品以人工智能(AI)和数据中心基础设施、汽车电子、通信通讯设备为核心应用领域,辅以工业 设备、半导体芯片测试等应用领域。公司主要业务以及生产、采购、销售等主要经营模式近年来未发生重大变化,一直专注于各类印制电路板的生产、销 售及相关售后服务。 2025年上半年,公司实现营业收入84.94亿元,同比增长56.59%;实现归属于上市公司股东的净利润16.83亿元,同比增长47.50%。其中,PCB业务实现营 业收入81.52亿元,同比增长57.20 ...
注意,他们可能“撤退”了!
在算力板块的持续飙涨行情中,部分绩优基金或开始悄然撤退。 多只前期净值飙涨的基金,近期的估算净值和实际净值出现了大幅偏离。 此外,9月12日,新易盛、中际旭创、天孚通信等股价遭遇调整,永赢科技智选混合基金估算净值下跌超2%,该基金 当日净值下跌0.26%。 9月12日,永赢科技智选混合基金经理任桀在第三方基金代销平台公开表示,近几日,海外算力板块在经历较大波动 后逐步回暖。此前,在市场活跃度大幅提升后,板块进入震荡期。对此,在组合管理上进行了一定应对。 类似的还有中信保诚周期轮动混合基金,其调仓迹象更为明显。 按照该基金定期报告,截至今年二季度末,在其前十大重仓股中,9月11日有多只涨停,但该基金当日净值涨幅只有 2.7%。 从部分重仓算力概念股的基金看,近期,部分基金实际净值与估算净值情况出现了大幅偏离。从近期机构调研情况来 看,近一个月机构调研次数超过5万次,半导体、医疗器械行业公司受宠。 多只基金净值异动 以永赢科技智选混合基金为例,截至今年二季度末,其重仓持有新易盛、中际旭创、天孚通信、胜宏科技等光模块、 PCB龙头。9月11日,新易盛、中际旭创、天孚通信、胜宏科技、源杰科技等重仓股的涨幅均超过13% ...
持续迭代!PCB行业受益AI高速增长
Wind万得· 2025-09-12 23:10
Core Viewpoint - The article discusses the transformative impact of AI on the PCB (Printed Circuit Board) industry, highlighting the expected market growth driven by advanced packaging technologies and increasing demand for high-performance computing [3][5][9]. Group 1: AI-Driven Growth in PCB Industry - The PCB industry is experiencing rapid growth due to the exponential increase in AI computing power, which is reshaping the industry landscape [5][6]. - The global PCB market is projected to exceed $78.6 billion by 2025, with AI servers, smart electric vehicles, and high-speed communication devices as the main growth drivers [5][6]. - The compound annual growth rate (CAGR) for PCBs used in AI servers is expected to reach 32.5%, significantly higher than the industry average [5][6]. Group 2: Technological Advancements and Requirements - The emergence of AI models has led to a surge in computing power demand, necessitating higher technical specifications for PCBs, particularly in terms of layer count and material selection [6][7]. - Advanced packaging technologies like CoWoP (Chip-on-Wafer-on-PCB) are being developed to enhance signal integrity and power efficiency, which will significantly impact the future of the PCB industry [14][15]. - The shift towards high-density interconnect (HDI) PCBs is driven by the need for high-frequency and high-speed data transmission, particularly in AI applications [6][10]. Group 3: Market Dynamics and Competitive Landscape - The AI PCB market is characterized by a concentration of high-end products, while the mid-to-low-end segments face intense competition due to lower entry barriers [16]. - Domestic companies in China are leading the AI PCB sector, benefiting from high demand and limited supply, while Japanese and Korean firms dominate the upstream materials market [16][17]. - The increasing value of AI server PCBs, which can rise from $500 to over $2,500, indicates a significant shift towards high-end PCB products [9][16]. Group 4: Capital Dynamics and Investment Trends - The PCB industry is witnessing a shift from scale expansion to high-end development, driven by innovations in 5G communication, AI computing, and automotive electronics [17]. - Investment activities in the PCB sector are primarily focused on upstream materials and equipment, with significant opportunities for growth [17][18]. - Recent financing events in the PCB sector indicate a growing interest in companies that can meet the rising demand for advanced PCB technologies [18][20].
持续迭代!PCB行业受益AI高速增长
Lai Mi Yan Jiu Yuan· 2025-09-12 07:00
Investment Rating - The report indicates a positive investment outlook for the PCB industry, driven by the rapid growth in AI demand and technological advancements [5][20]. Core Insights - The PCB industry is undergoing a structural upgrade, with AI computing power demand being a core variable reshaping the market landscape. The global PCB market is expected to exceed $78.6 billion by 2025, with AI servers, smart electric vehicles, and high-speed communication devices as the main growth pillars [5][20]. - The report highlights that the compound annual growth rate (CAGR) for AI server PCBs is projected to reach 32.5%, significantly higher than the industry average, driven by advancements in GPU architectures [5][6]. - The introduction of advanced packaging technologies like CoWoP is expected to enhance PCB value and performance, indicating a shift towards more complex and high-density designs [16][17]. Summary by Sections Industry Overview - PCB is a fundamental component in electronic devices, categorized by layers, structure, and technical characteristics. The industry is seeing a shift towards high-density interconnect (HDI) boards and multi-layer boards due to the increasing complexity of electronic systems [4][5]. Market Dynamics - The global PCB market is projected to grow from approximately $73.6 billion in 2024 to $78.6 billion in 2025, with a CAGR of 5.2%. High-end PCBs are expected to be the main growth drivers, with AI-related PCBs currently valued at $5.6 billion [8][19]. - The report notes that the value of AI server PCBs has increased from $500 to over $2,500 due to the rising demand for high-end applications [8]. Technological Advancements - The report discusses the increasing requirements for PCBs in AI applications, including the need for higher layer counts and advanced materials to ensure signal integrity and performance [6][10]. - The introduction of glass substrates as a potential alternative to traditional organic substrates is highlighted, with advantages in surface flatness and thermal stability [18]. Competitive Landscape - The report identifies a concentrated market for high-end PCBs, with leading companies benefiting from technological barriers and scale advantages. In contrast, the mid-to-low-end PCB market remains highly competitive [19]. - Domestic companies are positioned favorably in the AI PCB sector, with ongoing capacity shortages and opportunities to penetrate overseas supply chains [19]. Investment Trends - The report notes that the PCB industry is experiencing a shift towards high-end development driven by technological innovations in electronics and communication sectors, with significant investment activities noted in upstream materials and equipment [20][21].
“你在哪里躲牛市?” 年内四成个股跑输大盘
Sou Hu Cai Jing· 2025-09-10 11:28
Group 1 - As of September 8, 2023, 2,146 stocks in the A-share market have increased by less than 14.2%, accounting for approximately 40% of the total, underperforming the Shanghai Composite Index [1][2] - Among these, 1,331 stocks have recorded an increase of less than 5% year-to-date, representing 25% of the total stocks [2][3] - Additionally, 896 stocks have experienced a decline year-to-date, making up 17% of the total stocks, indicating that holding these stocks means missing out on the bull market [3] Group 2 - The bull market has primarily favored high "science and technology content" sectors, such as artificial intelligence, robotics, innovative pharmaceuticals, and solid-state batteries [4][5] - As of September 8, 2023, there are 399 stocks that have doubled in value, with 51 stocks doubling, 9 stocks tripling, and 3 stocks increasing by more than five times [4][5] - The stock with the highest increase year-to-date is Aowei New Materials (688585.SH), which has surged over 10 times, following a significant acquisition announcement [5] Group 3 - The number of stocks priced over 100 yuan has nearly doubled, increasing from 71 at the beginning of the year to 139 as of September 8, 2023 [6] - The number of stocks priced at 1 yuan has remained relatively stable, with 31 stocks compared to 33 at the start of the year, while the number of 2 yuan stocks has decreased significantly from 182 to 117 [6]
7月我国PCB出口规模延续环比增长,多层板增长动能强劲 | 投研报告
Core Insights - In July 2025, China's PCB industry export scale continued to grow, reaching a monthly high since 2024, with an export value of 17.103 billion yuan, a month-on-month increase of 10% and a year-on-year increase of 34, indicating a sustained high prosperity in the printed circuit board industry driven by the accelerated construction of the AI computing power industry chain [1][2]. Industry Performance - The export value of multilayer boards (four layers and above) maintained a high growth rate in July 2025, with the export value for four layers and below at 6.422 billion yuan, a month-on-month increase of 6% and a year-on-year increase of 10, showing a recovery in low-layer board export momentum [3]. - The export value for multilayer boards (four layers and above) was 10.681 billion yuan, with a month-on-month increase of 12% and a year-on-year increase of 54, indicating strong growth momentum in multilayer board shipments [3]. - The average export value per multilayer PCB in July 2025 was 20.40 yuan, a year-on-year increase of 29% and a month-on-month increase of 7, while the average export value for four layers and below was 1.30 yuan, a year-on-year decrease of 19% but a month-on-month recovery of 26 [3]. Trade Partners - In July 2025, the export scale of China's PCB industry to Asian trade partners grew significantly, with the top partners being Hong Kong, Vietnam, Taiwan, Thailand, South Korea, Malaysia, Mexico, the United States, India, Germany, and Japan, with a combined export value accounting for 72.27% [4]. - For four layers and below, Hong Kong ranked first in export value at 2.429 billion yuan, a year-on-year increase of 1.3, while Vietnam ranked second with an export value of 936 million yuan, a year-on-year increase of 50.53 [4]. - For multilayer boards, the largest export growth was seen with Vietnam, Thailand, and Taiwan, with exports to Taiwan reaching 2.261 billion yuan (year-on-year increase of 202.38), to Vietnam at 2.154 billion yuan (year-on-year increase of 97.49), and to Thailand at 718 million yuan (year-on-year increase of 119.25) [4]. Investment Outlook - The ongoing AI wave and the burgeoning demand for computing power are expected to sustain growth in AI servers and high-speed switches, leading to strong demand for AI PCBs, particularly in the high multilayer board and HDI markets [5]. - The rapid development of emerging fields such as robotics and automotive electronics is anticipated to further drive PCB demand, suggesting a focus on high-quality leading companies in the domestic PCB industry [5].