格隆汇1月4日｜有投资者在互动平台向银河微电提问：了解到贵公司已取得德国VDE认证，请问公司 近两年(23/24年)是否有出口到德国呢？如否，是否有出口到其他欧盟国家？ 银河微电回复称，公司的TVS、整流桥、光电耦合器等品类产品通过了美国UL、德国VDE、北欧四国 FI、中国CQC及中国国家电网等多项国内外产品质量和安全认证，得到了海内外广大客户的充分认可。 2024年，公司出口销售收入占主营业务收入比例在25%左右，公司产品出口全球三、四十个国家和地 区，涵盖德国、法国、美国、意大利、日本、韩国、印度、越南、俄罗斯等国家和地区。 ...

将投中网设为"星标⭐"，第一时间收获最新推送 "半导体首富"又要敲锣了。 作者丨 蒲凡 来源丨 投中网 在2025走红的所有企业家里，虞仁荣是最"意外"的一个：首先，这一批走红的企业家普遍都很年轻，像Deepseek的梁文锋 和寒武纪的陈天石是85后、宇树的王兴兴和影石的刘靖康是90后，Manus的肖弘和智元的稚晖君都出生在1993年——而虞仁 荣是60后，是社交网络上被赋予大量复杂情绪的一代人。 其次，这群年轻的企业家们之所以走红，几乎都来自于"意外惊喜"。比如在梁文 锋 、王兴兴横空出世之前，人们聊起杭州的 创投环境就会迅速联想到"隐忧"。《南风窗》就在2020年23期的一篇专题报道里犀利地指出，杭州花了10年时间打造了所谓 的"电商之都"，但同期制造业对GDP的贡献比重也从2009年的50%下降到31.7%，被广州、武汉、南京、苏州等城市超过。 很多人由此判断，杭州会在"硬科技时代"里掉队。 寒武纪的故事就更典型了。陈氏兄弟创业的2016年，战略新兴板悬而未决、科创板还是一个尚未被提出的概念，半导体完全 不在风险投资人的射程范围内。愿意给半导体创业项目出钱的，要么是华登国际这样的美元基金，要么是中创科星 ...

证券代码：300656 证券简称：民德电子 深圳市民德电子科技股份有限公司投资者关系活动记录表 SBR、高压二极管、恒流管等产品，上述产品可覆盖功率半导体的大部分品类，应用 场景包括数据中心电源、电网智能电表、矿机电源、工业电机电源、汽车电子、光伏、 消费电子等。 广芯微电子的核心竞争力主要包括两方面： 公司未来的投资，将以晶圆代工产能扩产为主，在其他环节的股权投资应该会较 少。此外，对于此前已投资的非核心资产，会考虑在合适的时机出售以收回资金，并 获取一定的投资收益。 近期，公司投资方面主要进展有：（1）公司于 2025 年 11 月出售了物流自动分拣 设备公司君安宏图的控股权，收回 1,480 万元股权转让款和 300 万元借款，减少 2,000 万元银行授信担保，以及减少了约 5 千万的应收和约 7 千万的存货，本次股权转让可 优化资源配置、聚焦核心业务发展、提升公司资产运营效率；（2）特种工艺晶圆代工 厂芯微泰克于近期获得了产业合作方数千万的股权融资；（3）晶圆原材料企业晶睿电 子预计将于近期完成约 2 亿元股权融资，并计划于 2026 年启动上市筹备工作。 编号：2025-05 | | 特定对象调研 ...

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Core Viewpoint - The company has confirmed that some of its GaN products are currently used in flagship smartphones, but there has been no shipment of these products in the humanoid robot sector [1]. Group 1: Product Applications - The company has applied some GaN products in flagship smartphones [1]. - Some ESD, MOS, and TVS products have been minimally applied in the embodied robot field, primarily for serial signal electrostatic protection, motor drive, and power port surge protection [1].

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Core Insights - The Dutch government's intervention in Nexperia is causing significant operational disruptions, including the suspension of salary payments to employees in China and a halt in product shipments from the Dongguan factory [1][3] - Nexperia's Chinese subsidiary has reassured that all domestic employees will continue to receive their salaries and benefits from the local entity, emphasizing its independent operational status [3][4] - The incident highlights the ongoing governance conflicts between Western and Asian corporate cultures, particularly after Nexperia's acquisition by Wingtech Technology [9][10] Company Overview - Wingtech Technology, originally an ODM giant for smartphones, has been transitioning towards semiconductor business, particularly after acquiring Nexperia for approximately 34 billion yuan [5][6] - Nexperia is a leading global manufacturer of discrete and power chips, with a vast product portfolio and significant market share in various semiconductor categories [6][8] - In 2025, Wingtech plans to divest its ODM business for about 4.39 billion yuan, fully committing to the semiconductor sector [7] Financial Performance - In the first half of 2025, Nexperia generated 7.83 billion yuan in revenue, accounting for 30.88% of Wingtech's total revenue, while contributing 12.61 billion yuan in net profit, which is 266% of Wingtech's net profit [7][8] Governance and Control Issues - The Dutch government's actions, including freezing Nexperia's global operations, stem from perceived governance deficiencies, leading to a loss of control for Wingtech over its subsidiary [11][12] - The appointment of an independent foreign director with decisive voting rights has further limited Wingtech's influence in Nexperia's major decisions [11] Globalization Challenges - The incident serves as a warning for Chinese tech companies regarding the complexities of global operations amid rising geopolitical tensions, emphasizing the need for robust risk management systems [14]

Core Viewpoint - The company has developed multiple product technologies, including IGBT, MOSFET, ESD, and TVS, which can be utilized in humanoid robots' small joint motors and stepper motors, indicating a strategic focus on the emerging robotics market [2] Group 1: Product Development - The company currently offers several technologies that are applicable in motor drives and sensing systems for humanoid robots [2] - The revenue from this sector is relatively small at present, as the field is still in its early development stage [2] Group 2: Market Outlook - The company is optimistic about the long-term growth potential of the smart robotics industry [2] - There will be a continued push for product research and market expansion in this area [2]

Core Viewpoint - Yangjie Technology (300373.SZ) continues to show growth in Q3 2025, building on strong revenue and net profit increases in the first half of the year, driven by the semiconductor industry's upward trend in automotive electronics, artificial intelligence, and consumer electronics sectors [1][2] Financial Performance - For the first three quarters of 2025, Yangjie Technology achieved operating revenue of 5.348 billion yuan, a year-on-year increase of 20.89%, and a net profit attributable to shareholders of 974 million yuan, up 45.51% [1] - In Q3 alone, the company reported operating revenue of 1.893 billion yuan, a year-on-year growth of 21.47%, and a net profit of 372 million yuan, which represents a significant increase of 52.40% [1] Gross Margin and Cost Management - The company's gross margin improved to 35.04% in the first three quarters of 2025, with Q2 and Q3 gross margins at 33.1% and 37.32%, respectively, indicating a sequential increase [2] - Yangjie Technology has effectively countered short-term pressure on gross margin and profit margins from price adjustments through procurement strategies and continuous process improvements [2][3] Strategic Expansion and Acquisitions - The acquisition of Changsha Bodi Electric has been integrated into the consolidated financial statements, leading to a significant decrease in right-of-use assets and lease liabilities, while intangible assets increased by 42.01% [3] - Yangjie Technology plans to acquire 100% of Dongguan Better Electronics Technology Co., Ltd. for 2.218 billion yuan, marking a strategic move in its expansion efforts [3][5] Market Outlook - The company anticipates robust growth in the automotive electronics sector and steady growth in consumer electronics, along with strong demand in clean energy sectors such as photovoltaics and wind power [2] - Emerging fields like low-altitude economy, industrial/service robots, and intelligent driving are expected to provide diverse growth opportunities for power semiconductors in the future [2]

Core Viewpoint - The Chinese government strongly opposes the Netherlands' intervention in the operations of Nexperia, a subsidiary of Wingtech Technology, emphasizing the need to maintain global supply chains and protect legitimate rights of Chinese investors [1][2][3]. Group 1: Government Response - The Chinese Ministry of Foreign Affairs reiterated its stance against discriminatory practices targeting specific national enterprises, urging the Netherlands to correct its actions and uphold market principles [2][3]. - The Chinese Ministry of Commerce condemned the Netherlands for broadening the concept of national security and interfering in corporate affairs, which could harm the business environment in the Netherlands [2][3]. - The Chinese government highlighted that the U.S. had previously communicated demands to the Netherlands regarding changes in Nexperia's management structure to avoid sanctions, indicating a broader geopolitical influence on corporate governance [2]. Group 2: Industry Impact - The European Automobile Manufacturers Association (ACEA) warned that the control over Nexperia could lead to severe disruptions in the automotive supply chain, potentially halting production due to a lack of necessary chips [4]. - Reports indicate that some materials from Nexperia are experiencing shortages, price increases, and supply chain disruptions, reflecting the urgency of the situation [5]. - Nexperia is a leading global manufacturer of discrete and power semiconductors, with a significant product portfolio that includes over 16,000 product types, crucial for the automotive industry [5][6]. Group 3: Company Developments - Despite the challenges posed by the loss of control over Nexperia, Wingtech Technology is proceeding with its employee stock ownership plan and aims to stabilize its domestic production capacity, which constitutes 80% of its overall capacity [6]. - Wingtech Technology's stock experienced volatility, initially dropping significantly before recovering with a 4.28% increase on October 17, closing at 38.5 yuan per share [1][6].