格隆汇12月11日丨帝尔激光(300776.SZ)在互动平台表示，公司持续聚焦主营业务的同时积极向消费电 子、新型显示和集成电路等领域开拓。公司应用于半导体芯片封装、显示芯片封装等领域的TGV设 备，已经完成面板级玻璃基板通孔设备的出货，实现了晶圆级和面板级TGV封装激光技术的全面覆 盖。公司应用于PCB行业的超快激光钻孔技术目前正在研发中，持续推动技术的延伸和应用拓展。目 前，超快激光钻孔设备样机正在试制中。今年以来，公司主要订单源自于XBC、TOPCon激光技术，在 非光伏领域，有TGV激光微孔设备中试线订单。 ...

（编辑 姚尧） 证券日报网讯 12月4日，帝尔激光在互动平台回答投资者提问时表示，公司持续聚焦主营业务的同时积 极向消费电子、新型显示和集成电路等领域开拓。公司应用于半导体芯片封装、显示芯片封装等领域的 TGV设备，已经完成面板级玻璃基板通孔设备的出货，实现了晶圆级和面板级TGV封装激光技术的全 面覆盖。公司应用于PCB行业的超快激光钻孔技术目前正在研发中，持续推动技术的延伸和应用拓展。 目前，超快激光钻孔设备样机正在试制中。 ...

Market Overview - The main board saw significant gains with stocks like Shiji Information (+10.04%), Yidelong (+10.02%), and Desheng Technology (+10.02%) leading the rise [1] - The ChiNext board also performed well, with Information Development (+15.18%) and Zhongguang Fanglei (+8.77%) among the top gainers [1] - The Sci-Tech Innovation board was led by Bole Data (+7.23%) and Changying Tong (+7.03%) [1] - Active sub-industries included SW Printed Circuit Boards (+1.91%) and SW Robotics (+1.66%) [1] Domestic News - Dier Laser announced on an investor interaction platform that its TGV equipment for semiconductor chip packaging has completed shipments, achieving comprehensive coverage of wafer-level and panel-level TGV packaging laser technology [1] - In the first half of 2025, China's export of electromechanical products reached 7.8 trillion yuan, a growth of 9.5%. Integrated circuit exports increased by 20.3% to 650.26 billion yuan, with a quantity increase of 20.6% to 167.77 billion units [1] - Basic Semiconductor's subsidiary increased its registered capital to 210 million yuan to support the construction of a vehicle-grade silicon carbide module manufacturing base in Shenzhen, enhancing its production capacity and technical strength [1] - Huawei's smart automotive product line plans to initiate high-speed L3 autonomous driving pilot commercial use in 2025, with L4 testing in urban areas, and aims for large-scale commercial use by 2027 [1] Company Announcements - Lingyi Zhi Zao expects a net profit of 900 million to 1.14 billion yuan for the first half of 2025, representing a year-on-year growth of 31.57% to 66.66% [2] - Guanshi Technology forecasts a net loss of 12 million to 18 million yuan for the first half of 2025, reversing from a profit of 20.31 million yuan in the same period last year [2] - Lianchuang Electronics anticipates a net profit of 18 million to 26 million yuan for the first half of 2025, recovering from a loss of 64.99 million yuan in the previous year [2] - Ruima Precision expects a net profit of 15.56 million to 21.05 million yuan for the first half of 2025, marking a growth of 123.64% to 202.57% compared to the same period last year [2] Industry Insights - Indian startup QWR launched AI smart glasses named Humbl, equipped with an AI assistant capable of recording videos, summarizing conversations, and providing navigation assistance [3] - NVIDIA urged customers to enable system-level error correction codes (ECC) to defend against a new variant of RowHammer attacks targeting its GPUs, known as GPUHammer [3] - LG Electronics is developing hybrid bonding machines for high bandwidth memory (HBM), entering the semiconductor equipment market, aligning with its focus on AI business growth [3] - South Korea's ICT product exports reached 115.16 billion USD in the first half of the year, a 5.8% increase from 108.83 billion USD in the same period last year, driven by strong semiconductor sales [3]