Group 1 - The core viewpoint of the article highlights the dynamic adjustment of the unicorn landscape in Nansha, with 24 companies listed in the 2025 Global Unicorn List, maintaining the same number as last year [1] - Among the new unicorns, Xinyu Energy is recognized as the largest domestic manufacturer and developer of silicon carbide chips for automotive and industrial control applications, marking a significant achievement in the industry [1] - The article emphasizes the performance differentiation among existing companies, reflecting the varying heat and development pace across different sectors in the current market environment [2] Group 2 - Juwang Technology, focused on extreme fast charging battery technology, has seen its market value estimated at 11 billion RMB, but its ranking has dropped by 48 places [2] - Zhongke Aerospace, the first commercial aerospace unicorn in Guangdong, has shown strong performance with a market value of 11 billion RMB, rising 39 places in ranking [2] - The exit of Xiaoma Zhixing from the list, as it prepares for its NASDAQ debut, signifies a successful transition to the capital market, while new players are rapidly emerging to fill the gaps [3] Group 3 - Nansha is building an innovative ecosystem that integrates source innovation, technology breakthroughs, industrial incubation, enterprise cultivation, and technology finance, successfully nurturing a batch of competitive unicorns in strategic emerging fields [3] - The focus on technological innovation is expected to drive the development of new productive forces and inject strong momentum into the region's high-quality development [3]

Core Insights - Chengdu XianDao Pharmaceutical Development Co., Ltd. aims to establish itself as a leading innovative biopharmaceutical company, focusing on new drug discovery and optimization, while integrating sustainable development practices into its operations [1][2][3] Company Overview - Chengdu XianDao is headquartered in Chengdu, China, with subsidiaries in Cambridge, UK, and Houston, USA, specializing in small molecule and nucleic acid drug discovery [2][3] - The company has developed a DNA-encoded compound library (DEL) technology platform, which is recognized as a global leader in the field [3][4] Sustainable Development Practices - The company has published its first sustainability report, outlining its commitment to environmental, social, and governance (ESG) principles, and aims to respond to stakeholder concerns [1][2] - Chengdu XianDao integrates sustainable development concepts into its operations, focusing on low-carbon transformation, talent development, and community welfare [2][3] Governance Structure - The company has established a robust governance framework to ensure transparency and compliance, including a board of directors with diverse expertise in the biopharmaceutical industry [5][6] - Chengdu XianDao has implemented various governance policies and procedures to enhance decision-making processes and risk management [5][6] Innovation and R&D - The company emphasizes innovation as a key driver for sustainable development, investing in technology upgrades and automation to enhance drug discovery capabilities [2][3] - Chengdu XianDao has a comprehensive training system to support employee development and foster a culture of innovation [2][5] Environmental Management - The company adheres to eco-friendly practices and has received ISO 9001 certification for its quality management system, demonstrating its commitment to environmental compliance [2][3] - Chengdu XianDao actively works to reduce its environmental impact through various measures, including resource efficiency and waste management [2][3] Stakeholder Engagement - The company has established a framework for ongoing communication with stakeholders, ensuring their concerns and expectations are addressed [7][8] - Chengdu XianDao identifies key issues through stakeholder feedback and integrates these insights into its strategic planning [7][8]

经申请，*ST华微股票将于2025年6月26日（星期四）开市起复牌。 实控人将变更为吉林省国资委 *ST华微股票复牌 【导读】*ST华微实控人将变更为吉林省国资委，股票复牌 中国基金报记者 李智 6月25日，*ST华微发布公告称，公司控股股东上海鹏盛科技实业有限公司（以下简称上海鹏盛）拟通过处置所持公司全部股份的方式筹措 资金归还对公司的占用资金及利息。 本次交易完成后，*ST华微控股股东将变更为吉林省亚东国有资本投资有限公司（以下简称亚东投资），实际控制人将变更为吉林省人民政 府国有资产监督管理委员会（以下简称吉林省国资委）。 6月25日，*ST华微发布公告称，公司控股股东上海鹏盛与亚东投资、公司及全资子公司吉林麦吉柯半导体有限公司共同签署《股份转让协 议》 。 经申请，*ST华微股票将于2025年6月26日（星期四）开市起复牌。 深陷内控风波 近年来， *ST华微因资金占用 、 虚假记载等问题 ，深陷内控风波。 2月12日，*ST华微收到中国证监会吉林监管局下发的《行政处罚决定书》。经查，华微电子未按规定披露控股股东及其关联方非经营性资 金占用事项，2015年至2023年年度报告存在重大遗漏。此外，华微电 ...

行情速递 ① 主板领涨， 楚天龙(+10.03%)/鸿合科技(+10.00%)/电魂网络(+9.99%)/南天信息(+9.99%)/ 元隆雅图(+9.98%)/ ②创业板领涨， 澄天伟业(+17.02%)/雄帝科技(+14.77%)/星辉娱乐(+13.43%)/ ③科创板领涨，三孚新科 (+11.84%)/成都华微(+5.37%)/清越科技 (+5.18%)/ ④活跃子行业，SW游戏Ⅲ(+2.83%)/SW营销代理(+1.91%)/ 国内新闻 ④ 鹏鼎控股，发布2024年年度利润分配实施公告/向全体股东每10股派发现 金红利10.00元（含税）/共计派发现金股利人民币2,318,051,016元/ 海外新闻 ① 半导体投资联盟，Counterpoint Research报告显示/受关税影响及 整体行业放缓的影响/全球智能手机制造产量预计将在2025年同比下滑 1%/而2024年则增长了4%/2024年中国/印度和越南占据了全球制造业 产量的90%以上/其中印度的增长速度领先/ ② 半导纵横，Mercury Research报告指出/2025年第一季度/AMD服务器 芯片的出货量份额增至27.2%/而其收入份额 ...

行情速递 ① 主板领涨， 楚天龙(+10.03%)/鸿合科技(+10.00%)/电魂网络(+9.99%)/南天信息(+9.99%)/ 元隆雅图(+9.98%)/ ②创业板领涨， 澄天伟业(+17.02%)/雄帝科技(+14.77%)/星辉娱乐(+13.43%)/ ③科创板领涨，三孚新科 (+11.84%)/成都华微(+5.37%)/清越科技 (+5.18%)/ ④活跃子行业，SW游戏Ⅲ(+2.83%)/SW营销代理(+1.91%)/ 国内新闻 ①电子工程专辑，格力董事会秘书章周虎在业绩说明会上宣布/格力已成功构 建碳化硅肖特基二极管（SiC SBD）和金属氧化物半导体场效应晶体管 （MOS）芯片的工艺平台/部分自研芯片在家用空调产品中实现规模化应用/ 整体自研应用占比达30%/ ②集微网，智联安完成数亿元D+轮融资/资金将主要用于公司多款卫星通信 芯片与蜂窝通信芯片的研发加速与市场拓展公司/致力于研发最优秀的广域蜂 窝物联网通信芯片/拥有在通信算法/物理层/协议栈/射频等方面数十项发明 专利/ ③芯师爷，据不完全统计/中国一汽/东风汽车/广汽集团/赛力斯集团/长安汽 车（含旗下品牌）/比亚迪/奇瑞集团/小米汽 ...

Core Viewpoint - The article highlights the successful launch of Changfei Advanced's silicon carbide (SiC) wafer production line in Wuhan, marking a significant milestone in the company's investment and production capabilities in the semiconductor industry [4][6]. Group 1: Company Overview - Changfei Advanced specializes in the research and manufacturing of silicon carbide (SiC) power semiconductor products, possessing a complete industrial chain capability from epitaxial growth to module packaging [7]. - The company has established a first-class 6-inch production line and advanced supporting systems, offering a full range of SiC SBD and MOSFET products for various applications including electric vehicles, photovoltaics, energy storage, and charging stations [7]. Group 2: Production Milestones - The Wuhan base, with a total investment exceeding 20 billion yuan, has officially commenced production, with an annual capacity of 360,000 silicon carbide wafers [4]. - The construction of the Wuhan facility was completed in under 10 months, showcasing a rapid development pace for large-scale investment projects [4]. Group 3: Technological Advancements - The Wuhan base is equipped with 6/8 inch compatible equipment, aligning with international standards for SiC device manufacturers, and features a fully automated crane system to enhance production efficiency [6]. - The facility has achieved a chip yield rate of 97%, which is considered internationally advanced, thanks to the deployment of an A3-level crane system that minimizes human interference [6]. Group 4: Market Impact - The production capacity of the Wuhan base is projected to supply the "heart" for 1.44 million electric vehicles annually, indicating a significant contribution to the electric vehicle market [6]. - The facility has already established collaborations with leading global automotive companies, with several SiC chip models undergoing testing and validation [6].

近期，"行家说三代半"关注到，国内外又将新增2条8英寸SiC产线： 株洲中车： 8英寸SiC晶圆线有望年底通线 5月21日， 据证券时报网报道， 科创板细分行业集体业绩说明会之先进轨道交通行业专场于上证路演 中心召开， 参会公司有 株洲中车等。 会上， 株洲中车 董事长、执行董事李东林向投资者透露， 株洲三期碳化硅产线 于2024年 11月份启动建设，2025年5月实现主体厂房封顶，预计2025年下半年启动设备搬入，2025年底有望实现产线拉 通，该项目为8英寸SiC晶圆。 此外， 株洲中车还 拥有一条6英寸SiC芯片产线，当前已具备年产2.5万片6英寸SiC芯片产能。 技术方面， 株洲中车 第三代精细 平面栅 SiC 产品已定型，技术水平行业主 流；第四代沟槽栅设计定型，达行业先进水平，并且对第五代SiC技术完成布局。目前SiC重点产品包括3300V高 压平面栅SiC MOSFET、1200V精细平面栅SiC MOSFET，1200V SBD等，1200V沟槽栅 SiC MOSFET性能指 标基本对标国际龙头企业。 产品及合作方面， 株洲中车研发制造的 SiC MOSFET覆盖650V-6500V电压等级， ...

吉林华微电子股份有限公司 JILIN SINO-MICROELECTRONICS CO., LTD. 会 议 资 料 二零二五年五月二十日 吉林华微电子股份有限公司 2024 年年度股东会资料 目 录 一、吉林华微电子股份有限公司 2024 年年度股东会参会须知··················4 二、吉林华微电子股份有限公司 2024 年年度股东会议程······················5 三、议案 1：审议《吉林华微电子股份有限公司 2024 年度董事会工作报告》的议 案··························· ··········································7 附件 1：《吉林华微电子股份有限公司 2024 年度董事会工作报告》··········8 四、议案 2：审议《吉林华微电子股份有限公司 2024 年度监事会工作报告》的议 案··························· ·········································23 附件 2：《吉林华微电子股份有限公司 2024 年度监事会工作报告》· ...

5月6日，ST华微发布2024年年报，公司实现营业总收入20.58亿元，同比增长18.13%；归属净利润1.28 亿元，同比增长246.45%；扣非净利润1.01亿元，同比增长190.20%。尽管公司在财务表现上取得了显著 进步，但大股东占款问题依然悬而未决，成为公司未来发展的一大隐患。 2024年，ST华微在研发方面投入了大量资源，持续推进自主与联合创新模式。公司采用LEDIT、 SILVACO、ICEPACK等仿真设计工具，优化器件结构和电路设计水平，提高器件的功率密度和转换效 率。此外，公司还通过产品生命周期管理（PLM）系统，加快各级工艺技术平台的技术创新和迭代。 在产品线方面，公司完成了SiCSBD和SiCMOSFET的全系列产品开发，并大力拓展PM功率模块、GaN 产品的型号和产能。这些新产品在清洁能源、汽车电子、智能家居、5G、智能制造、工业控制等新兴 领域取得了显著的市场份额，为公司未来的增长奠定了坚实基础。 内控建设加强，但风险依然存在 2024年，ST华微继续加强内控建设，严格按照证监会和上交所等监管机构的要求，完善公司治理结 构。公司通过内部控制制度的执行有效性进行自我评估，逐步完善内部 ...

5月6日，成都先导今日收盘15.82元，上涨1.54%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到96.48倍，创20天以来新低，总市值63.39亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均38.66倍，行业中值38.36倍，成都先导排 名第40位。 股东方面，截至2025年3月31日，成都先导股东户数16254户，较上次增加2538户，户均持股市值35.28 万元，户均持股数量2.76万股。 成都先导药物开发股份有限公司主营业务是DEL技术相关的药物早期发现研发服务，公司的主要服务主 要包含DEL筛选服务,DEL库定制,FBDD/SBDD,新药定制开发,化合物结构知识产权转让及化学合成等其 他新药研发相关服务等。 最新一期业绩显示，2025年一季报，公司实现营业收入1.07亿元，同比-0.60%；净利润2828.44万元，同 比102.90%，销售毛利率51.87%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)40成都先导96.48123.434.4563.39亿行业平均 38.6644.753.42152.65亿行业中值38.3646.642.7251.49 ...