2 0 2 6 年 ， 电子 行业 涨价消息不断 。 之前 ， 我们 汇总 整理 了 ：上游覆铜板大厂涨价、 三星、SK海力士等存储大厂涨价、台系被动厂商加入被动 元件 涨价潮 等 涨价 信息 。 近期， 又有 不少 产业链 上下游 厂商 有 涨价 动作 ，包括： 晶圆代工大厂力积电、汽车 芯片 大厂 英飞凌 、 连接器 大厂 T E 、多家 国产芯片 厂商 、 欧姆龙 等 。 我们汇总 并 更新了近期发布涨价函以及在现货市场中有涨价表现的厂商，以供参考。 文中涨价函来多自于网络以及读者朋友圈，仅供参考，以官宣为主。 | 上游原材料、PCB: 金属涨 | Resonac: 3月1日起涨价 | | --- | --- | | 价带动上涨 | 建滔积层板:两次涨价 | | | 南亚:全系列CCL及PP涨价8% | | 晶圆厂:产能紧张,部分涨 | 力积电:驱动IC代工涨价 | | | 部分晶圆厂:8英寸晶圆代工涨价 | | 117 | 台积电:连续四年调涨价格 | | | 中芯国际:已对部分产能实施涨价,涨幅约10% | | 存储:涨价消息不断 | 三星: DRAM涨完NAND涨 | | | SK海力士:大幅调涨 ...

2026年2月6日晚间，欧姆龙通过官方微信公众号"欧姆龙工业自动化"发布了"关于欧姆龙自动化部分产 品价格调整通知"，宣布对PLC、运动控制器、机器人相关产品、继电器、传感器、开关、温控器等众 多产品进行涨价，涨价幅度为5%-50%不等。新的价格将于2月7日正式执行。 关于欧姆龙自动化部分产品价格调整通知 香蕉黑官微 对于此次涨价的原因，欧姆龙表示，在全球供应链环境持续变化的背景下，工业自动化行业面临核心原 材料价格长期高位运行的挑战。为应对这一共同课题，欧姆龙始终致力于通过全球供应链优化、生产精 调价幅度 产品品类 产品群 PLC 小型 PLC 5%-20% 机械自动化控制器 运动控制器 5%-20% HMI 人机界面 通用 HMI 54-25% 机器人 并联机器人 25%~50% 水平多关节 Scara 20%-35% 继电器 一般继电器 12-20% 薄型继电器 15%-25% 小功率继电器 10%~20% 通用底座 15%-35% 传感器 一般接近 24%-35% 微型光电 15%-25% 旋转编码器 7%-30% 光纤 25%-30% 开关 限位开关 6%-25% 微动开关 14%-20% 温控器 ...

2026年2月6日晚间，欧姆龙通过其官方微信公众号"欧姆龙工业自动化"发布《关于欧姆龙自动化部分产品价格调整通知》，正式宣布对旗下PLC、运动控 制器、机器人相关产品、继电器、传感器、开关、温控器等多款核心产品实施价格上调，调价幅度介于5%至50%之间，新价格自2月7日起正式生效。 | Carles of the Crisin I V a | ANARIA CALLA | | | --- | --- | --- | | 产品品类 | 产品群 | 调价幅度 | | PLC | 小型 PLC | 5%-20% | | 机械自动化控制器 | 运动控制器 | 5%-20% | | HMI 人机界面 | 通用 HMI | 5%-25% | | 机器人 | 并联机器人 | 25%-50% | | | 水平多关节 Scara | 20%-35% | | 球电器 | 一般继电器 | 12-20% | | | 演出錄电器 | 15%-25% | | | 小功率继电器 | 10%~20% | | | 通用底座 | 15%-35% | | 传感器 | 一般接近 | 24%-35% | | | 微型光电 | 15%-25% | | ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 为确保未来能够持续为您提供高品质、高标准的产品与服务、经公司审慎评估,现决定 对部分产品价格进行调整。 | 产品品类 | 产品群 | 调价幅度 | | --- | --- | --- | | PLC | 小型 PLC | 5%-20% | | 机械自动化控制器 | 运动控制器 | 5%-20% | | HMI 人机界面 | 通用 HMI | 5%-25% | | 机器人 | 并联机器人 | 25%~50% | | | 水平多关节 Scara | 20%-35% | | 婆电器 | 一般继电器 | 12-20% | | | 漢型维电器 | 15%-25% | | | 小功率继电器 | 10%~20% | | | 通用底座 | 15%-35% | | 传感器 | 一般接近 | 24%-35% | | | 微型光电 | 15%-25% | | | 旋转编码器 | 7%-30% | | | 光纤 | 25%-30% | | 开关 | 限位开关 | 6%-25% | | | 微动开关 | 14%-20% | ...

据权威发布消息，2025年南京全市地区生产总值达19428.78亿元。软件业务收入规模约为10200亿元，同比增长16.7%，顺利实现首个万亿级产业集群突 破。在南京公布这一系列数据前夕，扬子晚报/紫牛新闻记者走访了四家软件和互联网企业代表，他们都是国内顶尖的软件制造或者应用企业，在南京多 年打拼后成为国内软件业的中坚力量。四家企业都位于南京雨花台区，分别是江苏润和软件（300339）股份有限公司、南京维拓科技股份有限公司、南京 翼辉信息技术有限公司和江苏满运软件科技有限公司，他们分别介绍自己企业的成长史以及与南京的渊源。这些企业也不约而同的表示，是在南京优质政 策的抚育陪伴下才能茁壮成长。 记者首先来到了江苏润和软件股份有限公司，该公司是国内领先的专注于面向国际、国内客户提供高端软件外包服务的专业化软件公司。公司以南京为总 部及开发基地，旗下拥有南京润和信息系统有限公司、润和数码软件、南京润友软件技术有限公司，并且在日本东京、川崎、福冈，新加坡、美国波士顿 和旧金山硅谷设立海外控股子公司或办事处，在北京、西安、上海、杭州、武汉、香港设立了国内分公司，业务覆盖全球。公司拥有丰通、PASCO、甲 骨文、苏宁电器 ...

Core Viewpoint - The article discusses the transformation of China's manufacturing industry towards "smart manufacturing" and "low carbon," highlighting the emergence of local pioneers like Huichuan Technology, which is redefining the competitive landscape of industrial automation [3][4]. Company Overview - Huichuan Technology is referred to as the "Huawei of industrial automation," expanding its product categories from core drives to a comprehensive range of solutions including robots, vision products, sensors, precision machinery, and pneumatic products [5][4]. Market Position - The company holds approximately 32% market share in general servo systems, 22% in low-voltage frequency converters, 7% in small PLCs, 5.1% in medium and large PLCs, and 8.2% in industrial robots, with SCARA robots leading at 20.4% [6][7][8][9]. Growth Potential - There is significant growth potential for Huichuan's products like frequency converters and servo systems, driven by the trend of automation and intelligent manufacturing [10]. Technological Advantage - Huichuan's core advantage lies in its ability to reuse its expertise in power electronics and motor drive technologies across various emerging fields, providing tailored solutions for industries such as elevators, air compressors, and lithium battery equipment [12]. R&D Investment - The company invests 8%-10% of its annual revenue in R&D, maintaining a three-tiered research system that ensures it stays at the forefront of technology and can quickly respond to market demands [13]. Financial Performance - In the first three quarters of 2025, the company reported revenue of 31.66 billion yuan, a 25% increase year-on-year, and a net profit of 4.25 billion yuan, up 27% [19][20]. The gross margin was 29.3%, with a notable increase in operating profit margin and net profit margin [21]. Cash Flow and Debt Management - The company has achieved a negative cash conversion cycle by Q3 2025, indicating high operational efficiency. Its interest-bearing debt ratio has decreased to 7%, down from 12.7% in 2022 [23][25]. Industry Trends - The rise of humanoid robots is supported by strong market demand and government policies, with China becoming a significant player in this field. The company is focusing on manufacturing scenarios and developing reusable solutions rather than short-term speculative projects [33][35]. Future Outlook - Huichuan is actively engaging with leading humanoid robot manufacturers and has established a dedicated robotics division to seize opportunities in this emerging market [35][36].

Summary of China Industrial Robot & Automation Landscape (4Q25) Industry Overview - The total industrial automation (IA) market experienced a decline of -3% year-over-year (yoy) in 4Q25, with project/OEM markets at -6% and +1% yoy respectively. The full year 2025 showed a modest decline of -1% yoy, contrasting with Goldman Sachs' estimate of 0% growth [25][27]. - Total industrial robot (IR) sales reached 92,000 units in 4Q25, reflecting an increase of +18% yoy and +14% quarter-over-quarter (qoq). The full year 2025 sales growth was +14% yoy, totaling 336,000 units [25][30]. Market Share Insights - Domestic players maintained a majority market share of 54% in the IR market for 4Q25, a slight increase of +1 percentage point (pp) yoy but a decrease of -1 pp qoq. This share remained consistent for the full year 2025 [25][40]. - FANUC and Kuka (Midea) ranked as the top two players in the IR market, with ESTUN dropping to No. 3 with a 10% market share, and Inovance at No. 4 with a 9% share [25][40]. Segment Performance - **Small 6-axis Robots**: Domestic market share fell to 55% (-2 pp qoq/-1 pp yoy). FANUC led with a 13% share, while ESTUN and Inovance held 11% and 5% respectively [25][40]. - **Large 6-axis Robots**: Domestic share decreased to 30% (-3 pp qoq/-3 pp yoy). ESTUN maintained a 15% share, while Inovance improved to 3% [25][40]. - **SCARA Robots**: Domestic players held 58% of the market (-1 pp qoq/+3 pp yoy), with Inovance leading at 28% [25][40]. Component Market Insights - Inovance led the IA components market with a 27% share in servo motors, a decline of -4 pp qoq and yoy. It also held a 19% share in low-voltage inverters, down -3 pp qoq but up +2 pp yoy [26][40]. - The company ranked No. 4 in small PLCs with a 7% share, remaining flat qoq and yoy, and dropped to No. 6 in mid-to-large PLCs [26]. End-Market Growth - The 4Q25 showed significant growth in end-markets such as lithium batteries (+29% yoy), auto parts (+26% yoy), and semiconductor (+21% yoy). However, the solar sector lagged with a decline of -18% yoy [25][34]. Competitive Landscape - The competitive landscape remains intense, with domestic players facing pressure from both local and international competitors. The market dynamics are shifting rapidly, particularly in the SCARA and small 6-axis segments [25][40]. Key Takeaways - The industrial automation market is experiencing a downturn, but specific segments like industrial robots are showing resilience and growth. - Domestic players are maintaining a majority market share, but competition is intensifying, particularly from established international brands. - Growth in key end-markets indicates potential opportunities for recovery and expansion in the industrial automation sector. This summary encapsulates the critical insights from the 4Q25 report on the China Industrial Robot and Automation landscape, highlighting market trends, competitive dynamics, and growth opportunities.

证券日报网讯1月26日，安控科技（300370）在互动平台回答投资者提问时表示，公司与龙芯中科的合 作目前不涉及排他性安排，双方基于各自优势协同推进。在工控领域，龙芯主要提供国产化CPU/平台 及生态支持，公司侧重于PLC、RTU等工控产品的系统架构、工程化设计、行业适配、可靠性验证与项 目交付，合作以技术适配与产品化落地为主，推动国产化自主可控/信创替代在行业场景中的应用。 ...

Core Viewpoint - The article discusses the strategic evolution and growth of Huichuan Technology, highlighting its transition from a domestic manufacturer to a significant player in the international market, particularly in the fields of industrial automation and new energy vehicles [2][10][14]. Company Background - Huichuan Technology was founded in 2003 by Zhu Xingming and former employees of Huawei Electric after its sale to Emerson [1]. - The company has grown to a market capitalization of 200 billion RMB, becoming a "white horse stock" that attracts significant attention in the capital market [2]. Business Strategy - Zhu Xingming emphasizes the dangers of a low-price market strategy, which can harm profits and innovation capabilities. Huichuan has closed several low-margin businesses to focus on strategic growth [3]. - The company has a strong profitability profile, with projected revenues of nearly 46 billion RMB and a net profit of 5.5 billion RMB by 2025 [3]. Internationalization Efforts - Huichuan Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its internationalization strategy and diversify financing channels [3][14]. - The company is currently in discussions with intermediaries regarding the details of the H-share issuance [3]. Product Development and Market Position - Huichuan's initial product was a frequency converter, which has evolved to dominate the domestic market, competing with international brands like ABB and Siemens [6][7]. - The company has expanded its product line to include servo systems, PLCs, and components for new energy vehicles, achieving a market share of 15.9% in servo motors [7][9]. Financial Performance - For the first three quarters of 2025, Huichuan reported revenues of 31.66 billion RMB, a year-on-year increase of 24.67%, and a net profit of 4.25 billion RMB, up 26.84% [10]. - Despite strong performance, challenges include slowing growth in core industrial control segments and rising raw material costs, prompting a price increase for some products starting January 2026 [10][11]. Future Directions - Huichuan plans to enter the humanoid robotics and energy storage sectors by 2025, having already developed key components for humanoid robots and ranked third in the domestic market for energy storage inverters [12][13]. - The company aims to enhance its international presence and brand image while developing solutions for energy transition, focusing on both domestic and overseas markets [14].

Core Viewpoint - The article highlights the growth and strategic direction of Huichuan Technology, emphasizing its transition from a low-price strategy to a focus on innovation and high-quality products, alongside its plans for international expansion through an H-share listing in Hong Kong [3][10][12]. Company Background - Huichuan Technology was founded in Shenzhen by Zhu Xingming and former Huawei Electric employees in 2003 after the sale of Huawei Electric to Emerson [1]. - The company has grown to a market capitalization of 200 billion RMB, positioning itself as a leading player in the industrial automation sector [1]. Financial Performance - For the first three quarters of 2025, Huichuan Technology reported revenues of 316.63 billion RMB, a year-on-year increase of 24.67%, and a net profit of 42.54 billion RMB, up 26.84% [10]. - The company is projected to achieve nearly 46 billion RMB in revenue and 5.5 billion RMB in net profit by 2025 [3]. Strategic Initiatives - Huichuan Technology is shifting away from low-price market strategies, which are seen as detrimental to profitability and innovation [3]. - The company plans to issue H-shares to enhance its international presence and diversify financing channels [3][12]. Product Development and Market Position - Huichuan Technology has established itself as a leader in the domestic inverter market and has expanded into servo systems and PLC products, achieving a market share of 15.9% in servo motors [7]. - The company has diversified its product offerings to include robotics, sensors, and precision machinery, providing comprehensive solutions to clients [8]. Future Growth Areas - The company is entering the humanoid robotics and energy storage sectors, aiming to capitalize on emerging market opportunities [10][11]. - Huichuan Technology has previously ranked third in the domestic market for energy storage PCS products and is actively forming strategic partnerships in the energy sector [11]. International Expansion - The company is focusing on international market development, with strategies to enhance brand presence and build a global operational platform [12]. - The upcoming IPO in Hong Kong is part of Huichuan's strategy to strengthen its international brand image and competitive position [12].