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來去無蹤(zong)
2025-09-02 12:24:59
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天通股(gu)份(600330):AI算力與6G革命的(de)核心材料(liao)龍(long)頭
【券商聚焦(jiao)】天(tian)通股份(600330):AI算力與6G革命(ming)的(de)核心(xin)(xin)材(cai)料(liao)龍(long)頭(tou),稀缺性凸顯成長超高預期 核心(xin)(xin)觀點(dian):天(tian)通股份作為(wei)(wei)國內壓(ya)電(dian)晶(jing)體材(cai)料(liao)絕對(dui)龍(long)頭(tou),其鈮(ni)酸鋰(li)(LN)/鉭酸鋰(li)(LT)產品已成為(wei)(wei)AI算力爆發(fa)、CPO技術迭代及(ji)6G通信突破的(de)核心(xin)(xin)基礎(chu)材(cai)料(liao),技術壁壘高、替代空間廣(guang),成長動能強(qiang)勁(jing),極具稀缺性與壟斷性。 ?? 一、AI算力+CPO技術革命(ming),催生鈮(ni)酸鋰(li)材(cai)料(liao)巨大需求 核心(xin)(xin)卡位(wei)光模(mo)塊(kuai)上(shang)游(you):公司鈮(ni)酸鋰(li)單晶(jing)材(cai)料(liao)是薄膜鈮(ni)酸鋰(li)調制器的(de)上(shang)游(you)關(guan)鍵原材(cai)料(liao),直(zhi)接服務(wu)于800G/1.6T光模(mo)塊(kuai)。與傳統方案相比,薄膜鈮(ni)酸鋰(li)
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天通股份
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來去無蹤
2024-01-29 10:18:18
置頂
火爆行情(qing)下的小藥(yao)箱—開開實業
開開實(shi)業 上海行(xing)情下的唯一要箱子(zi) 國改 上海 小盤(pan)子(zi) 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(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數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S
開開實業
S
長江投資
1
2
1
2.42
來(lai)去無蹤
2025-09-10 16:51:52
《為什么寶馬比亞迪都在(zai)等這(zhe)款材料?中國(guo)突破固態電(dian)池最后1厘(li)米》?
背景: 一(yi)(yi)、破(po)局:中(zhong)國膜(mo)打(da)破(po)30年日本壟(long)斷 2018年前,高端BOPA薄(bo)膜(mo)領(ling)域被日本企(qi)業壟(long)斷,尤(you)其(qi)是鋰電(dian)(dian)池(chi)(chi)鋁塑(su)膜(mo)用尼(ni)龍層(鋰電(dian)(dian)膜(mo)),技術(shu)封(feng)鎖嚴重制約中(zhong)國軟包(bao)電(dian)(dian)池(chi)(chi)國產化進(jin)程(cheng)。這一(yi)(yi)“卡脖子(zi)”難題(ti)直至中(zhong)侖新材子(zi)公司廈(sha)門長(chang)塑(su)攻克(ke)特種BOPA薄(bo)膜(mo)量產技術(shu)才(cai)被終結——其(qi)自主(zhu)研發的(de)長(chang)塑(su)鋰電(dian)(dian)膜(mo)?憑借抗穿刺、耐高溫(wen)等性能,成為寧德時代、比亞迪等電(dian)(dian)池(chi)(chi)巨頭(tou)的(de)核心封(feng)裝材料,徹(che)底(di)扭(niu)轉進(jin)口依賴局面。 二、登頂:全(quan)(quan)球(qiu)BOPA薄(bo)膜(mo)龍頭(tou)誕(dan)生(sheng) 產能全(quan)(quan)球(qiu)第(di)一(yi)(yi):廈(sha)門長(chang)塑(su)擁(yong)有11條(tiao)生(sheng)產線(含4條(tiao)全(quan)(quan)球(qiu)領(ling)先的(de)LISIM產線),BOPA年產能
S
中侖新材
S
恩捷股份
S
南都電源
S
英聯股份
S
先導智能
10
13
10
2.53
來去(qu)無(wu)蹤(zong)
2025-09-10 14:46:09
全球首發(fa)!中國(guo)“尼龍膜王”攻破固態電池(chi)最硬鎧(kai)甲,日(ri)本壟斷終結》?
固態(tai)電池(chi)材料(liao)王者歸來(lai)!再探中(zhong)侖(lun)新材中(zhong)報揭秘:百億賽(sai)道“卡脖子(zi)”技(ji)術(shu)突破(po)(po),估(gu)值重構在(zai)即(ji) ——全球唯(wei)(wei)二量產鋁(lv)(lv)塑膜尼(ni)龍層(ceng),隱形冠軍的萬(wan)億賽(sai)道野(ye)望 ?? 一、固態(tai)電池(chi)材料(liao):千億市場(chang)的“咽喉命(ming)脈” 中(zhong)報核(he)心亮點:全球唯(wei)(wei)二量產鋁(lv)(lv)塑膜尼(ni)龍層(ceng),技(ji)術(shu)壁(bi)壘突破(po)(po) 2025年(nian)中(zhong)報首(shou)次(ci)確認,公司(si)新能源BOPA膜材(PHA鋰電膜)已應用于固態(tai)電池(chi)鋁(lv)(lv)塑封裝膜核(he)心層(ceng),成為全球除日本(ben)廠(chang)商(shang)外唯(wei)(wei)一實(shi)現量產的材料(liao)供(gong)應商(shang)。 技(ji)術(shu)壟斷性:鋁(lv)(lv)塑膜尼(ni)龍層(ceng)需滿(man)足抗穿刺(>200N)、耐高溫(180℃)等極限要求,公司(si)突破(po)(po)海外技(ji)術(shu)封鎖,產品已進(jin)入
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中侖新材
91
42
50
35.57
來(lai)去無蹤
2025-09-07 22:39:12
固態電(dian)池材料迎來黃金爆(bao)發(fa)期!鋁塑膜國產替代開啟“從1到(dao)100”跨越,復制液冷史(shi)詩(shi)級行情?
背景:光(guang)模塊、液冷服務器等板塊已炒作至歷史高(gao)位。數據顯(xian)示,部分(fen)龍頭個(ge)股估值已透支未來數年業績,每次沖(chong)高(gao)反彈均(jun)是(shi)減虧離場時機。與之形成鮮明對比的(de)是(shi),固(gu)態(tai)(tai)電(dian)(dian)池(chi)(chi)產(chan)業鏈正(zheng)(zheng)迎(ying)來主力(li)資金悄然(ran)建倉 鋁塑膜是(shi)軟包鋰電(dian)(dian)池(chi)(chi),尤其(qi)是(shi)固(gu)態(tai)(tai)/半固(gu)態(tai)(tai)電(dian)(dian)池(chi)(chi)的(de)關鍵封裝材料,起到保護電(dian)(dian)芯、防止水(shui)分(fen)滲(shen)透等重要作用。當前中(zhong)國鋁塑膜產(chan)業正(zheng)(zheng)加(jia)速(su)國產(chan)替代,通過(guo)基材自研、工藝(yi)革新與設備本(ben)土(tu)化構建競爭力(li),并向(xiang)高(gao)端動力(li)電(dian)(dian)池(chi)(chi)領域滲(shen)透,固(gu)態(tai)(tai)電(dian)(dian)池(chi)(chi)鋁塑膜是(shi)當前電(dian)(dian)池(chi)(chi)技術發展(zhan)中(zhong)的(de)一個(ge)重要環節,它(ta)在(zai)固(gu)態(tai)(tai)電(dian)(dian)池(chi)(chi)成本(ben)中(zhong)占比約17%-20%,并且因其(qi)高(gao)安全(quan)性、適配性
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英聯股份
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中侖新材
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南都電源
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璞泰來
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6.06
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2025-09-06 08:29:45
下一個投資風口?固態電池鋁塑膜核(he)心標的
鋁塑(su)膜是(shi)軟包(bao)鋰電(dian)池(chi),尤其是(shi)固(gu)態/半固(gu)態電(dian)池(chi)的(de)關鍵封裝材料,起到保護電(dian)芯、防止水分滲透(tou)等(deng)重(zhong)要(yao)作用。當(dang)前,中國鋁塑(su)膜產業正加速(su)國產替代(dai),通過基材自研(yan)、工藝革新(xin)與設備本土化(hua)構建競(jing)爭力,并向高(gao)端動力電(dian)池(chi)領域(yu)滲透(tou),固(gu)態電(dian)池(chi)鋁塑(su)膜是(shi)當(dang)前電(dian)池(chi)技術發(fa)展中的(de)一(yi)個重(zhong)要(yao)環節,它在固(gu)態電(dian)池(chi)成本中占(zhan)比約17%-20%,并且因其高(gao)安全性、適配性、輕量化(hua)等(deng)特(te)性 被認為是(shi)固(gu)態電(dian)池(chi)的(de)最佳甚(shen)至(zhi)唯(wei)一(yi)封裝方案(an)。
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2025-09-05 15:03:56
下一(yi)個投資風口?固(gu)態電池鋁塑膜核心(xin)標的
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@風中追風:能之光 固態電池+光伏 北交所次新 名稱自帶妖股潛質!
8月22日,寧波能之光新材料科技股份有限公司(證券簡稱:“能之光”,證券代碼:“920056”)正式在北京證券交易所上市交易。公司發行價為7.21元/股,發行市盈率為11.28倍。截至發稿,能之光股價大漲409.02%,報36.70元/股,總市值達到29.17億元。這家由中科
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2025-09-05 11:14:15
中侖(lun)新材:固態(tai)電池(chi)材料稀缺龍頭,國產替代(dai)核心(xin)標的
中侖新(xin)材(cai)是國(guo)(guo)內高(gao)端功能性膜材(cai)料領(ling)域實現“從0到(dao)1”突破的(de)領(ling)軍(jun)企業。公司不僅主(zhu)導了鋁(lv)(lv)塑膜基材(cai)的(de)國(guo)(guo)產(chan)替代(dai)(dai)(dai),更全球首發(fa)固態電池(chi)(chi)專用BOPA膜,切入下(xia)一(yi)代(dai)(dai)(dai)電池(chi)(chi)技(ji)術核心賽道。其(qi)技(ji)術壁壘高(gao)、稀缺性極強(qiang),完美(mei)契合當前(qian)市(shi)場對(dui)固態電池(chi)(chi)和國(guo)(guo)產(chan)替代(dai)(dai)(dai)的(de)雙重炒作邏(luo)輯,業績彈性與估值溢價空(kong)間(jian)巨大(da)。 一(yi)、核心業務分析:雙輪驅(qu)動,劍指未來 公司業務清晰聚焦于高(gao)壁壘、高(gao)成長的(de)新(xin)能源膜材(cai)料領(ling)域,形成“當前(qian)現金(jin)牛”與“未來新(xin)星”的(de)雙輪驅(qu)動格(ge)局。 1. 成熟業務:PHA鋰電膜(鋁(lv)(lv)塑膜基材(cai)) - 國(guo)(guo)產(chan)替代(dai)(dai)(dai)的(de)“現在時” 角色:軟包鋰電池(chi)(chi)鋁(lv)(lv)
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中侖新材
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天際股份
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先導智能
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南都電源
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天通股份
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1.00
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2025-09-04 22:12:39
宏(hong)盛股份:液冷(leng)賽(sai)道低位明珠,CDU核心技術驅(qu)動200億市值征程
市場熱(re)(re)追(zhui)液(ye)冷(leng)(leng)概念(nian)之時,一只隱藏的(de)(de)龍(long)頭(tou)正(zheng)悄然崛起 AI算力需(xu)求爆發的(de)(de)當下,液(ye)冷(leng)(leng)技(ji)術(shu)已(yi)(yi)成為數據中心散熱(re)(re)的(de)(de)關鍵解決方案(an),相關概念(nian)股漲幅(fu)驚人。宏盛股份(603090) 卻(que)尚未被(bei)市場充分挖掘,潛在(zai)很大補(bu)漲空間(jian)。 隨著高性能計算和AI服務器功(gong)率密度不斷提升(sheng),傳統風冷(leng)(leng)技(ji)術(shu)已(yi)(yi)無法滿足散熱(re)(re)需(xu)求,液(ye)冷(leng)(leng)技(ji)術(shu)憑(ping)借其高效散熱(re)(re)特性成為必然選擇。 根(gen)據行業(ye)分析(xi),英偉(wei)達(da)GB300單機柜液(ye)冷(leng)(leng)價(jia)值量(liang)高達(da)70萬元,其中冷(leng)(leng)板24萬+CDU 20萬+快接(jie)頭(tou)16萬。若2026年出(chu)貨9萬臺,對應(ying)市場規(gui)模可達(da)630億元。 冷(leng)(leng)卻(que)分配單元(CDU
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宏盛股份
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英偉達公司
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2025-09-04 21:55:43
南(nan)都(dou)電(dian)源(yuan):儲能老將的固態電(dian)池與數據中心突圍戰
深耕能源領域三十余年(nian)(nian)的南(nan)都(dou)電(dian)(dian)(dian)源,正加速從(cong)傳統鉛(qian)酸電(dian)(dian)(dian)池向高端鋰(li)電(dian)(dian)(dian)儲能轉(zhuan)型(xing),其固(gu)態電(dian)(dian)(dian)池技術突破與數(shu)據(ju)中(zhong)心業(ye)務(wu)成(cheng)(cheng)為最(zui)大(da)看點。 直接看最(zui)近會議(yi)紀要 南(nan)都(dou)電(dian)(dian)(dian)源作為全球儲能市(shi)場(chang)的重(zhong)要參與者(新型(xing)電(dian)(dian)(dian)力(li)儲能全球出(chu)(chu)貨量第三,數(shu)據(ju)中(zhong)心儲能第二(er)),正積極布局高增(zeng)長賽(sai)道。 公司2025年(nian)(nian)上半年(nian)(nian)營(ying)收(shou)雖承壓,但第二(er)季度鋰(li)電(dian)(dian)(dian)儲能業(ye)務(wu)開始放(fang)量,并憑借北(bei)美(mei)訂(ding)單成(cheng)(cheng)功扭虧(kui),顯示(shi)出(chu)(chu)轉(zhuan)型(xing)的初步成(cheng)(cheng)效(xiao)。 數(shu)據(ju)中(zhong)心業(ye)務(wu)成(cheng)(cheng)為當前亮點,訂(ding)單飽滿(man),產能利用率超(chao)90%,高壓鋰(li)電(dian)(dian)(dian)產品獲美(mei)國UL9540A等主(zhu)流認證,應用于美(mei)國各(ge)大(da)數(shu)據(ju)中(zhong)心項目,具備北(bei)美(mei)市(shi)
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南都電源
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天際股份
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金龍羽
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2025-09-03 17:22:43
半導體設(she)備領域被(bei)低估(gu)的國產替代(dai)先鋒,百億空間即將爆(bao)發就看它
背景:技(ji)術突破+訂單(dan)加(jia)速+政策(ce)東風,三(san)重共振下的(de)(de)稀缺標的(de)(de) 半導(dao)(dao)體(ti)國(guo)產(chan)替(ti)代的(de)(de)浪潮中(zhong),市(shi)場目(mu)光(guang)(guang)(guang)多數聚(ju)焦于光(guang)(guang)(guang)刻(ke)機(ji)整機(ji)與光(guang)(guang)(guang)學(xue)元件(jian),卻忽視(shi)了(le)一(yi)(yi)(yi)個關鍵環(huan)節:芯片制造過程中(zhong)不可或缺的(de)(de)清洗設(she)備。 而這(zhe)正(zheng)是(shi)國(guo)林(lin)科技(ji)(300786.SZ)帶來的(de)(de)巨大預期差一(yi)(yi)(yi)家(jia)從環(huan)保設(she)備領域成功跨界半導(dao)(dao)體(ti)核心(xin)設(she)備,并已實現技(ji)術突破和(he)量產(chan)的(de)(de)企業(ye)。 半導(dao)(dao)體(ti)核心(xin)設(she)備:國(guo)產(chan)替(ti)代的(de)(de)下一(yi)(yi)(yi)片藍海 光(guang)(guang)(guang)刻(ke)機(ji)每完成一(yi)(yi)(yi)次曝光(guang)(guang)(guang),晶圓表面必須經過高精(jing)度清洗,以去除(chu)殘留(liu)光(guang)(guang)(guang)刻(ke)膠(jiao)和(he)顆(ke)粒污染物,否(fou)則芯片良率(lv)會(hui)大幅下降。目(mu)前,國(guo)內高端(duan)清洗設(she)備市(shi)場被美國(guo)MKS、日(ri)本住友等(deng)
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國林科技
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北方華創
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2025-09-03 17:16:54
半導(dao)體設備領域被低估的國產替代先鋒(feng),百億空間即將爆發就(jiu)看它
背(bei)景:技術突(tu)破(po)(po)+訂(ding)單加速+政(zheng)策東風,三重共振下(xia)(xia)的(de)稀缺標(biao)的(de) 半導體(ti)(ti)國產替代(dai)的(de)浪潮中,市場目(mu)光(guang)多數(shu)聚焦于(yu)光(guang)刻機整機與光(guang)學(xue)元(yuan)件,卻忽視了一個關(guan)鍵環節:芯片制造過程(cheng)中不(bu)可或缺的(de)清(qing)(qing)洗(xi)設備(bei)。 而(er)這正是國林科技(300786.SZ)帶來(lai)的(de)巨大預(yu)期差(cha)一家從環保設備(bei)領域成(cheng)功(gong)跨界半導體(ti)(ti)核(he)心設備(bei),并已實現技術突(tu)破(po)(po)和量產的(de)企業。 半導體(ti)(ti)核(he)心設備(bei):國產替代(dai)的(de)下(xia)(xia)一片藍(lan)海 光(guang)刻機每完成(cheng)一次曝光(guang),晶圓表面必須經過高精(jing)度清(qing)(qing)洗(xi),以(yi)去除殘留光(guang)刻膠和顆粒污(wu)染物,否則芯片良率會大幅下(xia)(xia)降。目(mu)前,國內高端清(qing)(qing)洗(xi)設備(bei)市場被美國MKS、日(ri)本住友(you)等
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2025-08-28 14:58:13
中旗新(xin)材(cai):半導體(ti)新(xin)星!星空科技注入引爆千億估值革命(ming)
一、股權(quan)(quan)變(bian)更(geng):從建(jian)材(cai)(cai)龍頭到“光(guang)刻(ke)機第一股” 控(kong)制權(quan)(quan)易主,半導(dao)體基因注(zhu)入 2025年4月,中(zhong)旗新材(cai)(cai)原實控(kong)人(ren)(ren)周軍以9.64億元(yuan)將29.98%股權(quan)(quan)轉讓(rang)給(gei)廣東星空科技(ji)及其一致行動人(ren)(ren),實控(kong)人(ren)(ren)變(bian)更(geng)為“中(zhong)國光(guang)刻(ke)機之父”賀榮明(ming)(ming)(ming)(上海微電子(zi)裝備集(ji)團創始人(ren)(ren))。復牌后股價連(lian)續3日漲停,市值單周飆升30%至48億元(yuan),市場反應印(yin)證了對(dui)半導(dao)體轉型的(de)極高期待。 賀榮明(ming)(ming)(ming):技(ji)術領袖的(de)資(zi)本棋(qi)局 賀榮明(ming)(ming)(ming)被譽為國產光(guang)刻(ke)機突破(po)的(de)關鍵(jian)人(ren)(ren)物: 2002年創立上海微電子(zi)(SMEE),主導(dao)研發國產首(shou)臺光(guang)刻(ke)機,打破(po)國際壟斷; 2021年二次創業(ye)成(cheng)
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張江高科
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2025-08-26 14:03:33
南(nan)方泵業(300145.SZ)液冷(leng)泵業務的深度價值重估(gu),2025H1液冷(leng)泵收(shou)入??4.1億元??(同比(bi)+210%),占營收(shou)比(bi)重從6%飆(biao)升至(zhi)??18%??,躍居公司第(di)二大業務。
@加油奧利給:液冷:下一個光模塊&PCB
(開源證券)液冷:下一個光模塊&PCB(一)我們持續強調對市場積極,且“科技為先”市場的結構是【雙輪驅動】:其一為全球科技共舞下的成長品類提供強勁的彈性,其二為“反內卷”牽頭下周期與順周期交易PPI修復的擴散行情。當前市場具備“下有底、中樞上移”的特征。PPI修復與TMT成長兩條主線的交織共振,反映
74 贊同-130 評論
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2025-08-26 11:16:17
液(ye)冷革命(ming)引爆(bao)210%增(zeng)長!國(guo)資(zi)龍(long)頭手握(wo)英偉達(da)認證(zheng),政策紅利千億市(shi)場開(kai)啟!?
南方泵(beng)業(ye)(300145.SZ)液(ye)冷(leng)泵(beng)業(ye)務(wu)的深度(du)價值重(zhong)估 ?? 一、液(ye)冷(leng)泵(beng)業(ye)務(wu):從(cong)爆發到壟斷,業(ye)績引擎全速(su)(su)啟動(dong) 收入增(zeng)速(su)(su)斷層領先(xian) 2025H1液(ye)冷(leng)泵(beng)收入4.1億元(同比+210%),占營(ying)收比重(zhong)從(cong)6%飆升至18%,躍居(ju)公司第二(er)大業(ye)務(wu)。 毛利(li)率(lv)高(gao)達(da)(da)42%(磁懸浮(fu)泵(beng)),碾壓(ya)傳統泵(beng)業(ye)(25%),利(li)潤結構加(jia)速(su)(su)優化(hua)。 訂單橫掃千億市場 騰訊長三角AI算力中心:86臺(tai)CHLF系(xi)列泵(beng)批量交付,適配30kW+高(gao)密度(du)機柜; 華(hua)為烏(wu)蘭察布云基地:40臺(tai)磁懸浮(fu)泵(beng)實測PUE低(di)至1.19,全球能效(xiao)標桿(gan); 英偉達(da)(da)GB200/3
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天通股份(600330):AI算力與6G革命的核心材料龍(long)頭
【券商聚焦】天(tian)(tian)通股份(600330):AI算力(li)與(yu)6G革(ge)(ge)命的(de)核心(xin)(xin)材料(liao)龍(long)頭(tou)(tou),稀(xi)(xi)缺性(xing)凸(tu)顯(xian)成長超高(gao)(gao)預期 核心(xin)(xin)觀點(dian):天(tian)(tian)通股份作為國內壓(ya)電晶體材料(liao)絕對龍(long)頭(tou)(tou),其鈮(ni)酸(suan)(suan)(suan)鋰(LN)/鉭(tan)酸(suan)(suan)(suan)鋰(LT)產品(pin)已成為AI算力(li)爆發(fa)、CPO技(ji)(ji)術迭代及6G通信突破的(de)核心(xin)(xin)基礎材料(liao),技(ji)(ji)術壁壘高(gao)(gao)、替代空間廣,成長動能(neng)強勁,極具稀(xi)(xi)缺性(xing)與(yu)壟斷性(xing)。 ?? 一(yi)、AI算力(li)+CPO技(ji)(ji)術革(ge)(ge)命,催生(sheng)鈮(ni)酸(suan)(suan)(suan)鋰材料(liao)巨(ju)大(da)需求 核心(xin)(xin)卡位光模塊(kuai)上游:公司鈮(ni)酸(suan)(suan)(suan)鋰單晶材料(liao)是(shi)薄膜(mo)鈮(ni)酸(suan)(suan)(suan)鋰調制器的(de)上游關鍵原材料(liao),直接(jie)服務于800G/1.6T光模塊(kuai)。與(yu)傳統方案相比(bi),薄膜(mo)鈮(ni)酸(suan)(suan)(suan)鋰
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天通股份
137
70
87
92.05
置頂
來去無蹤
2024-01-29 10:18:18
置頂
火爆行情(qing)下的小藥箱—開開實業(ye)
開(kai)(kai)開(kai)(kai)實業 上海(hai)行情下的唯(wei)一要箱子 國改 上海(hai) 小盤子 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S
開開實業
S
長江投資
1
2
1
2.42
來去無蹤
2025-09-10 16:51:52
《為什么寶(bao)馬比(bi)亞迪都在(zai)等這款材料(liao)?中國突破固態電池最后1厘米(mi)》?
背景(jing): 一、破局:中(zhong)國(guo)膜(mo)(mo)打破30年日本壟斷 2018年前,高(gao)端(duan)BOPA薄(bo)膜(mo)(mo)領域被日本企(qi)業壟斷,尤其是鋰電池鋁塑(su)膜(mo)(mo)用尼(ni)龍層(ceng)(鋰電膜(mo)(mo)),技術(shu)封鎖嚴(yan)重(zhong)制約中(zhong)國(guo)軟包(bao)電池國(guo)產(chan)化(hua)進程。這一“卡脖子(zi)”難題直至中(zhong)侖新材(cai)子(zi)公司廈門(men)長(chang)塑(su)攻(gong)克特種BOPA薄(bo)膜(mo)(mo)量產(chan)技術(shu)才被終結——其自主研(yan)發(fa)的(de)(de)長(chang)塑(su)鋰電膜(mo)(mo)?憑借抗(kang)穿刺、耐高(gao)溫(wen)等性能,成為寧(ning)德(de)時(shi)代、比(bi)亞迪等電池巨(ju)頭(tou)的(de)(de)核心封裝材(cai)料,徹底扭轉(zhuan)進口依賴(lai)局面。 二(er)、登(deng)頂:全(quan)球BOPA薄(bo)膜(mo)(mo)龍頭(tou)誕生 產(chan)能全(quan)球第一:廈門(men)長(chang)塑(su)擁有11條(tiao)生產(chan)線(含4條(tiao)全(quan)球領先的(de)(de)LISIM產(chan)線),BOPA年產(chan)能
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中侖新材
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恩捷股份
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南都電源
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英聯股份
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先導智能
10
13
10
2.53
來(lai)去無(wu)蹤(zong)
2025-09-10 14:46:09
全球首發!中國“尼龍膜王”攻破固態電(dian)池最硬鎧甲(jia),日本壟(long)斷終結(jie)》?
固態電(dian)池(chi)材(cai)(cai)料王(wang)者歸來!再探中侖(lun)新材(cai)(cai)中報揭秘:百(bai)億(yi)(yi)(yi)賽(sai)道(dao)“卡脖子(zi)”技(ji)術(shu)(shu)突破(po),估值重(zhong)構(gou)在即 ——全(quan)球(qiu)唯二量(liang)(liang)產(chan)鋁(lv)塑膜(mo)尼(ni)龍層(ceng),隱形冠軍的萬億(yi)(yi)(yi)賽(sai)道(dao)野(ye)望 ?? 一、固態電(dian)池(chi)材(cai)(cai)料:千億(yi)(yi)(yi)市場的“咽喉命脈(mo)” 中報核(he)心(xin)(xin)亮點:全(quan)球(qiu)唯二量(liang)(liang)產(chan)鋁(lv)塑膜(mo)尼(ni)龍層(ceng),技(ji)術(shu)(shu)壁(bi)壘突破(po) 2025年(nian)中報首次確認(ren),公司新能源BOPA膜(mo)材(cai)(cai)(PHA鋰(li)電(dian)膜(mo))已應(ying)用(yong)于固態電(dian)池(chi)鋁(lv)塑封裝膜(mo)核(he)心(xin)(xin)層(ceng),成為全(quan)球(qiu)除日(ri)本廠商外(wai)唯一實(shi)現量(liang)(liang)產(chan)的材(cai)(cai)料供(gong)應(ying)商。 技(ji)術(shu)(shu)壟斷性:鋁(lv)塑膜(mo)尼(ni)龍層(ceng)需滿(man)足抗(kang)穿刺(ci)(>200N)、耐高溫(180℃)等(deng)極限要(yao)求,公司突破(po)海外(wai)技(ji)術(shu)(shu)封鎖(suo),產(chan)品已進入
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中侖新材
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35.57
來(lai)去(qu)無(wu)蹤
2025-09-07 22:39:12
固態電池材料迎來黃(huang)金爆發期!鋁塑膜國(guo)產替(ti)代開(kai)啟“從1到100”跨(kua)越,復制液(ye)冷史詩級行情(qing)?
背(bei)景:光模塊(kuai)、液冷服(fu)務(wu)器等(deng)板(ban)塊(kuai)已炒作(zuo)至歷(li)史高(gao)位。數(shu)(shu)據顯示,部分龍頭(tou)個股估(gu)值已透(tou)支未來數(shu)(shu)年業績,每(mei)次沖高(gao)反彈均是(shi)(shi)(shi)減虧離場時機(ji)。與之形(xing)成鮮明對(dui)比的是(shi)(shi)(shi),固(gu)態(tai)電(dian)(dian)池(chi)產業鏈正迎來主力(li)資金悄然建倉 鋁(lv)塑(su)膜(mo)是(shi)(shi)(shi)軟包鋰電(dian)(dian)池(chi),尤其是(shi)(shi)(shi)固(gu)態(tai)/半固(gu)態(tai)電(dian)(dian)池(chi)的關鍵(jian)封裝材料(liao),起到保護電(dian)(dian)芯、防止水分滲透(tou)等(deng)重要(yao)作(zuo)用(yong)。當前中(zhong)國(guo)鋁(lv)塑(su)膜(mo)產業正加速(su)國(guo)產替代(dai),通過基材自(zi)研、工藝革新(xin)與設備本土化構建競爭力(li),并向高(gao)端動力(li)電(dian)(dian)池(chi)領域滲透(tou),固(gu)態(tai)電(dian)(dian)池(chi)鋁(lv)塑(su)膜(mo)是(shi)(shi)(shi)當前電(dian)(dian)池(chi)技術發(fa)展中(zhong)的一個重要(yao)環節,它在固(gu)態(tai)電(dian)(dian)池(chi)成本中(zhong)占比約(yue)17%-20%,并且因其高(gao)安全性、適配性
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英聯股份
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中侖新材
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南都電源
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璞泰來
10
5
3
6.06
來去(qu)無蹤
2025-09-06 08:29:45
下一個(ge)投資風口?固態電池鋁塑膜核(he)心標的
鋁塑(su)膜(mo)是(shi)軟包(bao)鋰電(dian)池(chi)(chi),尤其是(shi)固態(tai)/半固態(tai)電(dian)池(chi)(chi)的(de)關(guan)鍵(jian)封裝材料,起到保護電(dian)芯、防止水分滲(shen)透等重要(yao)(yao)作用。當前,中國(guo)(guo)鋁塑(su)膜(mo)產(chan)業正加速國(guo)(guo)產(chan)替代(dai),通(tong)過基材自研(yan)、工藝革新與(yu)設(she)備本(ben)(ben)土化(hua)構(gou)建(jian)競爭力(li)(li),并向高端動力(li)(li)電(dian)池(chi)(chi)領(ling)域滲(shen)透,固態(tai)電(dian)池(chi)(chi)鋁塑(su)膜(mo)是(shi)當前電(dian)池(chi)(chi)技(ji)術發展中的(de)一個重要(yao)(yao)環節,它在固態(tai)電(dian)池(chi)(chi)成本(ben)(ben)中占比(bi)約17%-20%,并且因其高安全性(xing)、適(shi)配性(xing)、輕(qing)量(liang)化(hua)等特性(xing) 被認(ren)為是(shi)固態(tai)電(dian)池(chi)(chi)的(de)最(zui)佳甚至唯一封裝方案。
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0.02
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2025-09-05 15:03:56
下一個投資(zi)風口(kou)?固態(tai)電池鋁塑膜核心標的
#查看圖片#
@風中追風:能之光 固態電池+光伏 北交所次新 名稱自帶妖股潛質!
8月22日,寧波能之光新材料科技股份有限公司(證券簡稱:“能之光”,證券代碼:“920056”)正式在北京證券交易所上市交易。公司發行價為7.21元/股,發行市盈率為11.28倍。截至發稿,能之光股價大漲409.02%,報36.70元/股,總市值達到29.17億元。這家由中科
29 贊同-33 評論
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2025-09-05 11:14:15
中(zhong)侖新(xin)材:固(gu)態電池材料稀缺(que)龍頭,國產替代核(he)心(xin)標的
中侖(lun)新(xin)材(cai)(cai)是國(guo)(guo)內高端功(gong)能(neng)性(xing)膜(mo)(mo)材(cai)(cai)料領域實現“從(cong)0到1”突(tu)破的領軍(jun)企業(ye)。公司不僅主(zhu)導了鋁塑膜(mo)(mo)基材(cai)(cai)的國(guo)(guo)產(chan)替(ti)代(dai),更全球首發固態(tai)電(dian)(dian)池(chi)(chi)(chi)專用BOPA膜(mo)(mo),切入下一代(dai)電(dian)(dian)池(chi)(chi)(chi)技術核心(xin)賽道(dao)。其技術壁壘高、稀缺性(xing)極強,完美契合當前市場對固態(tai)電(dian)(dian)池(chi)(chi)(chi)和國(guo)(guo)產(chan)替(ti)代(dai)的雙重炒作(zuo)邏(luo)輯,業(ye)績彈性(xing)與(yu)估值溢(yi)價空間巨(ju)大。 一、核心(xin)業(ye)務分(fen)析:雙輪(lun)驅動(dong),劍指未來(lai) 公司業(ye)務清晰(xi)聚焦于高壁壘、高成長的新(xin)能(neng)源(yuan)膜(mo)(mo)材(cai)(cai)料領域,形成“當前現金牛”與(yu)“未來(lai)新(xin)星”的雙輪(lun)驅動(dong)格局。 1. 成熟業(ye)務:PHA鋰電(dian)(dian)膜(mo)(mo)(鋁塑膜(mo)(mo)基材(cai)(cai)) - 國(guo)(guo)產(chan)替(ti)代(dai)的“現在時” 角色:軟包鋰電(dian)(dian)池(chi)(chi)(chi)鋁
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中侖新材
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天際股份
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先導智能
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南都電源
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天通股份
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5
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1.00
來去無蹤
2025-09-04 22:12:39
宏盛股份:液冷(leng)賽道低位(wei)明(ming)珠,CDU核心技術驅(qu)動200億市值征(zheng)程
市(shi)場(chang)熱追液冷(leng)(leng)概(gai)念(nian)之時,一只隱藏的(de)(de)龍頭正(zheng)悄然崛起 AI算力需(xu)求爆(bao)發的(de)(de)當下(xia),液冷(leng)(leng)技(ji)術已成(cheng)為數據(ju)中(zhong)心散(san)熱的(de)(de)關鍵解決方(fang)案,相關概(gai)念(nian)股(gu)漲(zhang)幅驚人。宏盛(sheng)股(gu)份(fen)(603090) 卻尚未被市(shi)場(chang)充分挖掘,潛在(zai)很大補漲(zhang)空間。 隨著高性(xing)能計算和AI服務器功率密度不(bu)斷提升,傳(chuan)統風(feng)冷(leng)(leng)技(ji)術已無(wu)法滿足散(san)熱需(xu)求,液冷(leng)(leng)技(ji)術憑借其高效散(san)熱特性(xing)成(cheng)為必(bi)然選擇。 根據(ju)行(xing)業分析,英偉達(da)GB300單機柜液冷(leng)(leng)價值量高達(da)70萬(wan)(wan)(wan)元(yuan),其中(zhong)冷(leng)(leng)板(ban)24萬(wan)(wan)(wan)+CDU 20萬(wan)(wan)(wan)+快接頭16萬(wan)(wan)(wan)。若2026年出貨9萬(wan)(wan)(wan)臺(tai),對應市(shi)場(chang)規模可達(da)630億元(yuan)。 冷(leng)(leng)卻分配單元(yuan)(CDU
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宏盛股份
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英偉達公司
2
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3.00
來去(qu)無蹤
2025-09-04 21:55:43
南(nan)都電源:儲(chu)能老(lao)將的固態(tai)電池與數據中心突圍戰
深(shen)耕能(neng)源領域三十余(yu)年(nian)的(de)南都電源,正(zheng)(zheng)加速從傳統鉛(qian)酸電池(chi)(chi)向(xiang)高(gao)端鋰電儲(chu)能(neng)轉型,其(qi)固態電池(chi)(chi)技術突破(po)與(yu)數據(ju)中(zhong)(zhong)(zhong)心業務成(cheng)為最大看點(dian)。 直接看最近會議(yi)紀(ji)要(yao) 南都電源作為全球(qiu)儲(chu)能(neng)市場的(de)重(zhong)要(yao)參(can)與(yu)者(新型電力儲(chu)能(neng)全球(qiu)出貨(huo)量第三,數據(ju)中(zhong)(zhong)(zhong)心儲(chu)能(neng)第二(er)),正(zheng)(zheng)積極布局高(gao)增長(chang)賽道。 公司2025年(nian)上(shang)半年(nian)營收雖承壓(ya),但第二(er)季度鋰電儲(chu)能(neng)業務開始放量,并憑借北美訂單成(cheng)功扭虧,顯示出轉型的(de)初步成(cheng)效。 數據(ju)中(zhong)(zhong)(zhong)心業務成(cheng)為當前亮點(dian),訂單飽(bao)滿,產能(neng)利用率超(chao)90%,高(gao)壓(ya)鋰電產品獲美國UL9540A等主(zhu)流認證,應用于美國各大數據(ju)中(zhong)(zhong)(zhong)心項目,具備北美市
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南都電源
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天際股份
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金龍羽
7
1
5
3.44
來(lai)去無蹤(zong)
2025-09-03 17:22:43
半導體設備領(ling)域被低(di)估的國產替代先鋒,百億空間即將爆發(fa)就看它
背景:技術(shu)突(tu)破+訂單加速+政策東風,三重共振(zhen)下的(de)稀(xi)缺標(biao)的(de) 半(ban)導(dao)體(ti)國(guo)產(chan)替(ti)代的(de)浪(lang)潮中,市場目光多數聚焦于光刻(ke)機(ji)(ji)整(zheng)機(ji)(ji)與光學元件(jian),卻忽視了一個關(guan)鍵環節(jie):芯片制造過程中不(bu)可或(huo)缺的(de)清洗(xi)設(she)備。 而這正是(shi)國(guo)林科技(300786.SZ)帶來的(de)巨大預期差一家從(cong)環保設(she)備領(ling)域成功(gong)跨界半(ban)導(dao)體(ti)核心(xin)設(she)備,并已實現技術(shu)突(tu)破和量產(chan)的(de)企業。 半(ban)導(dao)體(ti)核心(xin)設(she)備:國(guo)產(chan)替(ti)代的(de)下一片藍海 光刻(ke)機(ji)(ji)每完成一次曝光,晶(jing)圓表面必須(xu)經過高精度清洗(xi),以去(qu)除殘(can)留光刻(ke)膠和顆粒污(wu)染物,否則芯片良(liang)率會大幅下降。目前(qian),國(guo)內高端清洗(xi)設(she)備市場被(bei)美國(guo)MKS、日本住友等(deng)
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國林科技
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北方華創
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0
1
1.46
來去無蹤(zong)
2025-09-03 17:16:54
半導體設備領域被(bei)低(di)估的國產(chan)替(ti)代(dai)先鋒,百億空間(jian)即將(jiang)爆發(fa)就看(kan)它
背景:技(ji)術突(tu)破+訂單加(jia)速+政策東風,三重(zhong)共振下(xia)(xia)的稀缺(que)標的 半導體(ti)(ti)國產替(ti)(ti)代的浪潮中,市(shi)(shi)場目光(guang)多數聚焦于光(guang)刻(ke)機(ji)整機(ji)與光(guang)學元件,卻(que)忽視了一(yi)個關鍵環節:芯(xin)片(pian)制(zhi)造過程中不可或缺(que)的清(qing)洗設(she)備(bei)。 而這(zhe)正是國林科技(ji)(300786.SZ)帶來的巨大預期差一(yi)家從(cong)環保設(she)備(bei)領域成功跨界半導體(ti)(ti)核心(xin)設(she)備(bei),并(bing)已實現技(ji)術突(tu)破和(he)量(liang)產的企業(ye)。 半導體(ti)(ti)核心(xin)設(she)備(bei):國產替(ti)(ti)代的下(xia)(xia)一(yi)片(pian)藍海(hai) 光(guang)刻(ke)機(ji)每完成一(yi)次曝光(guang),晶圓表(biao)面必須經(jing)過高(gao)精(jing)度(du)清(qing)洗,以去除殘留光(guang)刻(ke)膠和(he)顆(ke)粒(li)污染物,否(fou)則芯(xin)片(pian)良率(lv)會大幅下(xia)(xia)降。目前,國內高(gao)端清(qing)洗設(she)備(bei)市(shi)(shi)場被美(mei)國MKS、日本住友(you)等
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國林科技
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北方華創
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中芯國際
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9
10
14.10
來去無(wu)蹤(zong)
2025-08-28 14:58:13
中(zhong)旗新材:半導體新星(xing)!星(xing)空(kong)科技注入引(yin)爆千億估(gu)值革命
一(yi)、股(gu)(gu)權變更:從(cong)建材(cai)龍頭到“光(guang)刻(ke)(ke)機(ji)第一(yi)股(gu)(gu)” 控(kong)制權易主,半導(dao)體基(ji)因注入 2025年(nian)4月,中旗新材(cai)原實控(kong)人周軍(jun)以9.64億(yi)元將29.98%股(gu)(gu)權轉讓給廣東星空(kong)科(ke)技(ji)及其一(yi)致行動(dong)人,實控(kong)人變更為(wei)“中國光(guang)刻(ke)(ke)機(ji)之父(fu)”賀榮(rong)明(上海(hai)微(wei)電(dian)子裝備集團(tuan)創始(shi)人)。復牌后股(gu)(gu)價(jia)連續3日漲(zhang)停(ting),市值單周飆升(sheng)30%至(zhi)48億(yi)元,市場反應印(yin)證了對半導(dao)體轉型的極高期待。 賀榮(rong)明:技(ji)術(shu)領袖的資(zi)本(ben)棋局(ju) 賀榮(rong)明被譽為(wei)國產(chan)(chan)光(guang)刻(ke)(ke)機(ji)突破的關鍵人物: 2002年(nian)創立上海(hai)微(wei)電(dian)子(SMEE),主導(dao)研(yan)發(fa)國產(chan)(chan)首臺(tai)光(guang)刻(ke)(ke)機(ji),打破國際壟斷; 2021年(nian)二次創業成
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2025-08-26 14:03:33
南(nan)方泵(beng)業(ye)(300145.SZ)液冷泵(beng)業(ye)務的深(shen)度價(jia)值重估,2025H1液冷泵(beng)收(shou)入??4.1億元??(同比+210%),占營收(shou)比重從6%飆升至??18%??,躍(yue)居(ju)公司第(di)二大業(ye)務。
@加油奧利給:液冷:下一個光模塊&PCB
(開源證券)液冷:下一個光模塊&PCB(一)我們持續強調對市場積極,且“科技為先”市場的結構是【雙輪驅動】:其一為全球科技共舞下的成長品類提供強勁的彈性,其二為“反內卷”牽頭下周期與順周期交易PPI修復的擴散行情。當前市場具備“下有底、中樞上移”的特征。PPI修復與TMT成長兩條主線的交織共振,反映
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2025-08-26 11:16:17
液冷革命引(yin)爆210%增長!國(guo)資龍(long)頭(tou)手握英偉達(da)認證,政策紅利千億市(shi)場(chang)開啟!?
南方泵(beng)(beng)業(300145.SZ)液冷(leng)泵(beng)(beng)業務的深(shen)度價值重(zhong)估(gu) ?? 一、液冷(leng)泵(beng)(beng)業務:從(cong)爆發(fa)到壟(long)斷,業績引擎全(quan)速(su)(su)啟動 收(shou)入增速(su)(su)斷層領先 2025H1液冷(leng)泵(beng)(beng)收(shou)入4.1億元(同比+210%),占營收(shou)比重(zhong)從(cong)6%飆升至(zhi)18%,躍居公司第二大業務。 毛(mao)利率高(gao)達42%(磁懸浮(fu)泵(beng)(beng)),碾(nian)壓傳(chuan)統泵(beng)(beng)業(25%),利潤結構加速(su)(su)優化(hua)。 訂單橫掃千億市場 騰訊長三角AI算(suan)力中心:86臺(tai)CHLF系列泵(beng)(beng)批量交付,適配30kW+高(gao)密度機柜(ju); 華為(wei)烏蘭察布(bu)云基(ji)地:40臺(tai)磁懸浮(fu)泵(beng)(beng)實測PUE低至(zhi)1.19,全(quan)球能效標桿; 英(ying)偉達GB200/3
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大元泵業
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2025-09-02 12:24:59
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天(tian)通股份(fen)(600330):AI算(suan)力與6G革命的核心材(cai)料龍頭
【券商聚焦】天通股份(600330):AI算力(li)(li)與(yu)(yu)6G革(ge)命的核心材(cai)料(liao)龍(long)頭,稀(xi)(xi)缺(que)性(xing)凸(tu)顯成長超高(gao)(gao)預期 核心觀點(dian):天通股份作為國內壓電(dian)晶體材(cai)料(liao)絕對龍(long)頭,其鈮(ni)(ni)酸(suan)鋰(LN)/鉭酸(suan)鋰(LT)產品已成為AI算力(li)(li)爆發(fa)、CPO技(ji)(ji)術(shu)迭代(dai)(dai)及(ji)6G通信突破的核心基礎(chu)材(cai)料(liao),技(ji)(ji)術(shu)壁壘高(gao)(gao)、替(ti)代(dai)(dai)空間廣,成長動能強(qiang)勁,極(ji)具(ju)稀(xi)(xi)缺(que)性(xing)與(yu)(yu)壟斷(duan)性(xing)。 ?? 一、AI算力(li)(li)+CPO技(ji)(ji)術(shu)革(ge)命,催生鈮(ni)(ni)酸(suan)鋰材(cai)料(liao)巨大(da)需求 核心卡位光模(mo)塊(kuai)上游(you):公司(si)鈮(ni)(ni)酸(suan)鋰單(dan)晶材(cai)料(liao)是薄膜鈮(ni)(ni)酸(suan)鋰調(diao)制器的上游(you)關鍵(jian)原材(cai)料(liao),直接服務于800G/1.6T光模(mo)塊(kuai)。與(yu)(yu)傳統方案相比,薄膜鈮(ni)(ni)酸(suan)鋰
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2024-01-29 10:18:18
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火爆行情下的小藥(yao)箱—開開實業
開開實業 上(shang)海(hai)行情下(xia)的唯一要(yao)箱子 國改(gai) 上(shang)海(hai) 小盤子 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S
開開實業
S
長江投資
1
2
1
2.42
來去(qu)無蹤
2025-09-10 16:51:52
《為什么(me)寶(bao)馬比亞迪都(dou)在等這(zhe)款(kuan)材料?中國突破(po)固態電池最(zui)后(hou)1厘米(mi)》?
背(bei)景: 一、破(po)局:中國(guo)膜(mo)打破(po)30年(nian)日(ri)本壟(long)斷 2018年(nian)前(qian),高(gao)端BOPA薄膜(mo)領域被(bei)日(ri)本企業壟(long)斷,尤其(qi)是鋰電池鋁塑膜(mo)用尼(ni)龍(long)層(鋰電膜(mo)),技(ji)術封鎖(suo)嚴(yan)重(zhong)制約中國(guo)軟包電池國(guo)產(chan)化進程。這(zhe)一“卡脖子”難(nan)題直至中侖新材(cai)子公司廈(sha)門(men)長(chang)(chang)塑攻克特(te)種BOPA薄膜(mo)量產(chan)技(ji)術才被(bei)終結——其(qi)自主研發(fa)的(de)(de)長(chang)(chang)塑鋰電膜(mo)?憑借抗(kang)穿(chuan)刺、耐高(gao)溫等性能,成為寧德(de)時代、比(bi)亞迪等電池巨頭的(de)(de)核心封裝材(cai)料,徹底扭(niu)轉進口依賴(lai)局面。 二、登頂:全球(qiu)BOPA薄膜(mo)龍(long)頭誕生(sheng)(sheng) 產(chan)能全球(qiu)第一:廈(sha)門(men)長(chang)(chang)塑擁(yong)有11條生(sheng)(sheng)產(chan)線(含4條全球(qiu)領先的(de)(de)LISIM產(chan)線),BOPA年(nian)產(chan)能
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中侖新材
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恩捷股份
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南都電源
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英聯股份
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先導智能
10
13
10
2.53
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2025-09-10 14:46:09
全(quan)球首發(fa)!中國(guo)“尼龍膜王”攻破固態電(dian)池最(zui)硬鎧(kai)甲,日本(ben)壟(long)斷(duan)終結(jie)》?
固態(tai)(tai)(tai)電池材(cai)料王者(zhe)歸來(lai)!再(zai)探中(zhong)侖新材(cai)中(zhong)報(bao)(bao)(bao)揭秘:百億賽道“卡脖子”技(ji)術(shu)(shu)突破,估值(zhi)重構(gou)在即(ji) ——全(quan)球唯二(er)量產(chan)鋁(lv)塑(su)膜(mo)尼(ni)龍層,隱形冠(guan)軍的萬億賽道野望 ?? 一、固態(tai)(tai)(tai)電池材(cai)料:千億市(shi)場的“咽(yan)喉(hou)命脈” 中(zhong)報(bao)(bao)(bao)核(he)心亮點(dian):全(quan)球唯二(er)量產(chan)鋁(lv)塑(su)膜(mo)尼(ni)龍層,技(ji)術(shu)(shu)壁壘突破 2025年中(zhong)報(bao)(bao)(bao)首次(ci)確認(ren),公司新能源BOPA膜(mo)材(cai)(PHA鋰電膜(mo))已應用于固態(tai)(tai)(tai)電池鋁(lv)塑(su)封(feng)裝膜(mo)核(he)心層,成為全(quan)球除日本廠商(shang)外唯一實現量產(chan)的材(cai)料供應商(shang)。 技(ji)術(shu)(shu)壟斷性:鋁(lv)塑(su)膜(mo)尼(ni)龍層需滿足抗穿刺(>200N)、耐(nai)高溫(wen)(180℃)等極限要求,公司突破海(hai)外技(ji)術(shu)(shu)封(feng)鎖,產(chan)品已進入
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中侖新材
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35.57
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2025-09-07 22:39:12
固態電池材料迎來黃金爆發(fa)期!鋁塑膜國產替代開啟“從1到100”跨越(yue),復制液冷史詩級行情?
背(bei)景:光模(mo)塊(kuai)、液冷服務器等板(ban)塊(kuai)已炒作至(zhi)歷史高位。數(shu)(shu)據顯示,部分(fen)(fen)龍頭個股估值已透支未來數(shu)(shu)年業(ye)(ye)(ye)績,每次沖高反彈(dan)均是減虧(kui)離場時機。與之形成鮮(xian)明對比(bi)的(de)(de)是,固態(tai)(tai)電(dian)池(chi)產(chan)(chan)業(ye)(ye)(ye)鏈正(zheng)迎來主(zhu)力資金(jin)悄然(ran)建(jian)倉 鋁(lv)塑(su)膜(mo)(mo)是軟包鋰(li)電(dian)池(chi),尤(you)其(qi)是固態(tai)(tai)/半固態(tai)(tai)電(dian)池(chi)的(de)(de)關鍵封(feng)裝材料,起到(dao)保護電(dian)芯、防止水分(fen)(fen)滲(shen)透等重(zhong)要作用。當前(qian)中國(guo)鋁(lv)塑(su)膜(mo)(mo)產(chan)(chan)業(ye)(ye)(ye)正(zheng)加(jia)速國(guo)產(chan)(chan)替代,通(tong)過基(ji)材自(zi)研、工藝革新與設備本(ben)土化構建(jian)競爭力,并向高端動力電(dian)池(chi)領域滲(shen)透,固態(tai)(tai)電(dian)池(chi)鋁(lv)塑(su)膜(mo)(mo)是當前(qian)電(dian)池(chi)技術發展中的(de)(de)一個重(zhong)要環節,它在固態(tai)(tai)電(dian)池(chi)成本(ben)中占比(bi)約17%-20%,并且(qie)因其(qi)高安(an)全性(xing)、適配性(xing)
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英聯股份
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中侖新材
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南都電源
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璞泰來
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5
3
6.06
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2025-09-06 08:29:45
下一(yi)個(ge)投(tou)資風口?固態電池鋁塑膜核心標的(de)
鋁(lv)塑膜是(shi)軟(ruan)包(bao)鋰電池(chi),尤其是(shi)固態(tai)/半固態(tai)電池(chi)的關(guan)鍵(jian)封裝材(cai)(cai)料,起(qi)到保(bao)護電芯、防止水分滲(shen)透(tou)等重要作用。當(dang)(dang)前,中(zhong)國鋁(lv)塑膜產業正加速國產替代,通過基材(cai)(cai)自研、工藝(yi)革新與設備本土化構建競爭力,并向高端動(dong)力電池(chi)領域(yu)滲(shen)透(tou),固態(tai)電池(chi)鋁(lv)塑膜是(shi)當(dang)(dang)前電池(chi)技(ji)術發展中(zhong)的一個重要環節,它在固態(tai)電池(chi)成本中(zhong)占(zhan)比約17%-20%,并且因(yin)其高安全性(xing)、適配性(xing)、輕量化等特(te)性(xing) 被(bei)認為是(shi)固態(tai)電池(chi)的最(zui)佳(jia)甚至唯一封裝方案。
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2025-09-05 15:03:56
下(xia)一個投資風口?固態(tai)電池鋁塑膜核心標的
#查看圖片#
@風中追風:能之光 固態電池+光伏 北交所次新 名稱自帶妖股潛質!
8月22日,寧波能之光新材料科技股份有限公司(證券簡稱:“能之光”,證券代碼:“920056”)正式在北京證券交易所上市交易。公司發行價為7.21元/股,發行市盈率為11.28倍。截至發稿,能之光股價大漲409.02%,報36.70元/股,總市值達到29.17億元。這家由中科
29 贊同-33 評論
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來去無蹤(zong)
2025-09-05 11:14:15
中(zhong)侖新材:固態電池材料(liao)稀缺龍頭,國產替代核心標(biao)的
中侖新(xin)材是國(guo)內高端功(gong)能(neng)性膜(mo)(mo)(mo)材料(liao)領域(yu)實現“從0到1”突破的(de)(de)領軍(jun)企業(ye)。公司不僅主導了(le)鋁塑(su)膜(mo)(mo)(mo)基(ji)材的(de)(de)國(guo)產(chan)替代(dai),更(geng)全球(qiu)首發(fa)固(gu)態(tai)電(dian)池(chi)(chi)(chi)專用BOPA膜(mo)(mo)(mo),切入下一代(dai)電(dian)池(chi)(chi)(chi)技(ji)術核心(xin)賽(sai)道。其技(ji)術壁壘(lei)(lei)高、稀缺性極強,完美契合當前市場對固(gu)態(tai)電(dian)池(chi)(chi)(chi)和國(guo)產(chan)替代(dai)的(de)(de)雙(shuang)重炒(chao)作(zuo)邏輯(ji),業(ye)績彈性與估(gu)值溢價空間巨大。 一、核心(xin)業(ye)務分析:雙(shuang)輪驅動,劍指未來(lai)(lai) 公司業(ye)務清晰(xi)聚(ju)焦于高壁壘(lei)(lei)、高成長的(de)(de)新(xin)能(neng)源膜(mo)(mo)(mo)材料(liao)領域(yu),形成“當前現金牛”與“未來(lai)(lai)新(xin)星”的(de)(de)雙(shuang)輪驅動格局。 1. 成熟業(ye)務:PHA鋰電(dian)膜(mo)(mo)(mo)(鋁塑(su)膜(mo)(mo)(mo)基(ji)材) - 國(guo)產(chan)替代(dai)的(de)(de)“現在時” 角色(se):軟包鋰電(dian)池(chi)(chi)(chi)鋁
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中侖新材
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天際股份
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先導智能
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南都電源
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天通股份
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5
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1.00
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2025-09-04 22:12:39
宏(hong)盛股(gu)份:液冷賽道低位明珠,CDU核心技術驅動200億市值(zhi)征(zheng)程
市(shi)(shi)場熱(re)追液(ye)冷(leng)概念之(zhi)時,一(yi)只隱(yin)藏的龍頭正悄然(ran)崛起 AI算(suan)力需(xu)求爆發的當下(xia),液(ye)冷(leng)技術已成為數據中心散(san)(san)熱(re)的關(guan)鍵(jian)解(jie)決方(fang)案(an),相(xiang)關(guan)概念股漲(zhang)幅(fu)驚人。宏盛股份(fen)(603090) 卻(que)尚未被(bei)市(shi)(shi)場充分(fen)(fen)(fen)挖掘,潛在很(hen)大補漲(zhang)空間。 隨著高性能計算(suan)和AI服務器功率密度不斷提升,傳統風冷(leng)技術已無法滿足散(san)(san)熱(re)需(xu)求,液(ye)冷(leng)技術憑借其(qi)高效散(san)(san)熱(re)特性成為必然(ran)選擇。 根據行(xing)業分(fen)(fen)(fen)析,英偉達(da)GB300單機柜液(ye)冷(leng)價值(zhi)量高達(da)70萬(wan)元(yuan),其(qi)中冷(leng)板24萬(wan)+CDU 20萬(wan)+快接頭16萬(wan)。若2026年出貨9萬(wan)臺,對應市(shi)(shi)場規模可(ke)達(da)630億元(yuan)。 冷(leng)卻(que)分(fen)(fen)(fen)配單元(yuan)(CDU
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宏盛股份
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英偉達公司
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3
3.00
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2025-09-04 21:55:43
南都電源:儲能老將的固態(tai)電池與數據中心突圍戰
深耕(geng)能源領(ling)域三十余(yu)年(nian)的(de)南(nan)(nan)都電源,正加速(su)從傳統鉛(qian)酸電池向高端鋰(li)電儲(chu)(chu)能轉(zhuan)型,其固態電池技術突(tu)破與數(shu)據中(zhong)心(xin)(xin)業(ye)務成(cheng)為(wei)最(zui)(zui)大(da)看(kan)(kan)點。 直接看(kan)(kan)最(zui)(zui)近會議紀要(yao) 南(nan)(nan)都電源作為(wei)全球儲(chu)(chu)能市場的(de)重要(yao)參與者(新型電力(li)儲(chu)(chu)能全球出貨量第(di)三,數(shu)據中(zhong)心(xin)(xin)儲(chu)(chu)能第(di)二(er)),正積極(ji)布局高增長賽(sai)道。 公司2025年(nian)上(shang)半年(nian)營(ying)收雖承壓(ya)(ya),但第(di)二(er)季(ji)度鋰(li)電儲(chu)(chu)能業(ye)務開(kai)始放量,并(bing)憑(ping)借北(bei)美(mei)訂單成(cheng)功(gong)扭虧,顯示(shi)出轉(zhuan)型的(de)初步(bu)成(cheng)效。 數(shu)據中(zhong)心(xin)(xin)業(ye)務成(cheng)為(wei)當前亮點,訂單飽滿,產(chan)能利用率(lv)超90%,高壓(ya)(ya)鋰(li)電產(chan)品獲美(mei)國UL9540A等主流(liu)認證,應用于美(mei)國各(ge)大(da)數(shu)據中(zhong)心(xin)(xin)項目,具備(bei)北(bei)美(mei)市
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南都電源
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天際股份
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金龍羽
7
1
5
3.44
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2025-09-03 17:22:43
半導(dao)體(ti)設備(bei)領(ling)域被低估的(de)國產替(ti)代先鋒,百億空間即(ji)將爆(bao)發就看(kan)它(ta)
背景(jing):技(ji)術(shu)突破+訂單加速+政策(ce)東(dong)風,三重共振下的(de)(de)稀缺標的(de)(de) 半導(dao)體國(guo)(guo)產替(ti)代(dai)的(de)(de)浪潮中,市場目光(guang)多(duo)數聚焦于光(guang)刻機整(zheng)機與光(guang)學元(yuan)件,卻忽視(shi)了一(yi)(yi)個(ge)關鍵(jian)環節:芯(xin)片(pian)(pian)制造過程中不可(ke)或缺的(de)(de)清洗設(she)(she)備(bei)(bei)。 而這(zhe)正是國(guo)(guo)林科技(ji)(300786.SZ)帶來的(de)(de)巨(ju)大預(yu)期(qi)差一(yi)(yi)家從環保設(she)(she)備(bei)(bei)領域成功跨界半導(dao)體核心設(she)(she)備(bei)(bei),并已實(shi)現技(ji)術(shu)突破和量產的(de)(de)企業。 半導(dao)體核心設(she)(she)備(bei)(bei):國(guo)(guo)產替(ti)代(dai)的(de)(de)下一(yi)(yi)片(pian)(pian)藍海 光(guang)刻機每(mei)完成一(yi)(yi)次曝光(guang),晶圓表面必(bi)須經(jing)過高精度清洗,以去(qu)除殘留光(guang)刻膠和顆粒污染物,否(fou)則芯(xin)片(pian)(pian)良率(lv)會大幅下降。目前,國(guo)(guo)內高端清洗設(she)(she)備(bei)(bei)市場被美國(guo)(guo)MKS、日本住友(you)等
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國林科技
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北方華創
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1
1.46
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2025-09-03 17:16:54
半導(dao)體設備領(ling)域被低估(gu)的國產替代先鋒,百億(yi)空間即(ji)將(jiang)爆發就看它
背景:技(ji)術突破(po)+訂單加速+政策(ce)東風,三重共振下的(de)(de)(de)(de)稀(xi)缺標的(de)(de)(de)(de) 半導體(ti)國(guo)(guo)產(chan)替(ti)代的(de)(de)(de)(de)浪潮中,市場目光(guang)多數聚焦于光(guang)刻機(ji)(ji)整(zheng)機(ji)(ji)與光(guang)學元件,卻忽視了一個關(guan)鍵(jian)環(huan)節:芯片(pian)制造過程中不可(ke)或缺的(de)(de)(de)(de)清洗設(she)備。 而這正是國(guo)(guo)林科技(ji)(300786.SZ)帶(dai)來的(de)(de)(de)(de)巨大預期差一家從環(huan)保(bao)設(she)備領域(yu)成(cheng)功跨界半導體(ti)核心設(she)備,并(bing)已實現技(ji)術突破(po)和量產(chan)的(de)(de)(de)(de)企(qi)業。 半導體(ti)核心設(she)備:國(guo)(guo)產(chan)替(ti)代的(de)(de)(de)(de)下一片(pian)藍海 光(guang)刻機(ji)(ji)每完成(cheng)一次(ci)曝光(guang),晶圓(yuan)表面必(bi)須經過高(gao)精度清洗,以去(qu)除(chu)殘留光(guang)刻膠和顆粒污染物,否則芯片(pian)良率會大幅下降。目前,國(guo)(guo)內高(gao)端清洗設(she)備市場被美國(guo)(guo)MKS、日本(ben)住友等
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國林科技
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北方華創
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中芯國際
4
9
10
14.10
來去無(wu)蹤
2025-08-28 14:58:13
中旗新材:半導(dao)體(ti)新星(xing)!星(xing)空(kong)科(ke)技注入引爆千(qian)億估值革(ge)命
一(yi)(yi)、股權(quan)變更(geng):從建材龍頭到“光(guang)刻機(ji)第一(yi)(yi)股” 控制權(quan)易主(zhu),半導(dao)體(ti)基因注入 2025年4月,中旗新材原(yuan)實(shi)控人周軍(jun)以9.64億(yi)元(yuan)將29.98%股權(quan)轉讓給廣東星空科技及(ji)其一(yi)(yi)致行動(dong)人,實(shi)控人變更(geng)為(wei)(wei)“中國(guo)光(guang)刻機(ji)之父”賀榮(rong)(rong)明(ming)(上海(hai)微電子(zi)裝備集團創(chuang)(chuang)始人)。復牌后股價連續(xu)3日漲停,市值(zhi)單周飆升(sheng)30%至(zhi)48億(yi)元(yuan),市場反應印證了對半導(dao)體(ti)轉型的極高期待。 賀榮(rong)(rong)明(ming):技術領袖的資本棋(qi)局 賀榮(rong)(rong)明(ming)被譽為(wei)(wei)國(guo)產光(guang)刻機(ji)突(tu)破(po)的關(guan)鍵人物(wu): 2002年創(chuang)(chuang)立上海(hai)微電子(zi)(SMEE),主(zhu)導(dao)研發(fa)國(guo)產首(shou)臺光(guang)刻機(ji),打破(po)國(guo)際(ji)壟斷; 2021年二次創(chuang)(chuang)業成(cheng)
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2025-08-26 14:03:33
南方(fang)泵(beng)業(ye)(300145.SZ)液冷(leng)泵(beng)業(ye)務的深(shen)度價(jia)值重(zhong)(zhong)估,2025H1液冷(leng)泵(beng)收入??4.1億元??(同比+210%),占(zhan)營收比重(zhong)(zhong)從6%飆升至??18%??,躍(yue)居公司(si)第(di)二大業(ye)務。
@加油奧利給:液冷:下一個光模塊&PCB
(開源證券)液冷:下一個光模塊&PCB(一)我們持續強調對市場積極,且“科技為先”市場的結構是【雙輪驅動】:其一為全球科技共舞下的成長品類提供強勁的彈性,其二為“反內卷”牽頭下周期與順周期交易PPI修復的擴散行情。當前市場具備“下有底、中樞上移”的特征。PPI修復與TMT成長兩條主線的交織共振,反映
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2025-08-26 11:16:17
液冷革(ge)命引爆210%增(zeng)長!國資龍頭手握英偉達(da)認(ren)證,政策紅利千億市場開(kai)啟!?
南方泵(beng)業(ye)(ye)(300145.SZ)液(ye)(ye)冷泵(beng)業(ye)(ye)務(wu)的深度價(jia)值重估(gu) ?? 一、液(ye)(ye)冷泵(beng)業(ye)(ye)務(wu):從(cong)爆發到壟斷,業(ye)(ye)績(ji)引(yin)擎全(quan)速啟動(dong) 收(shou)入(ru)增速斷層領先 2025H1液(ye)(ye)冷泵(beng)收(shou)入(ru)4.1億(yi)元(同(tong)比(bi)+210%),占營收(shou)比(bi)重從(cong)6%飆升(sheng)至(zhi)(zhi)18%,躍居(ju)公司第(di)二大(da)業(ye)(ye)務(wu)。 毛利率高達(da)42%(磁(ci)懸(xuan)浮(fu)泵(beng)),碾壓(ya)傳統泵(beng)業(ye)(ye)(25%),利潤結構加速優(you)化。 訂單(dan)橫(heng)掃千億(yi)市(shi)場 騰(teng)訊長三(san)角AI算力中心:86臺CHLF系列泵(beng)批量交付,適(shi)配(pei)30kW+高密度機柜; 華為烏蘭察布云基地:40臺磁(ci)懸(xuan)浮(fu)泵(beng)實測PUE低(di)至(zhi)(zhi)1.19,全(quan)球能效標桿; 英偉達(da)GB200/3
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大元泵業
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南方泵業
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英維克
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劍橋科技
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2025-09-02 12:24:59
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天通股(gu)份(600330):AI算力與6G革命的核心材料(liao)龍頭
【券商聚焦】天通股(gu)份(600330):AI算力(li)與6G革命的核(he)(he)心(xin)材料龍(long)(long)頭,稀缺(que)性凸(tu)顯成長(chang)超(chao)高(gao)預期 核(he)(he)心(xin)觀點:天通股(gu)份作(zuo)為國內壓電晶(jing)體材料絕對(dui)龍(long)(long)頭,其鈮(ni)酸(suan)(suan)鋰(li)(LN)/鉭酸(suan)(suan)鋰(li)(LT)產(chan)品已成為AI算力(li)爆發、CPO技(ji)(ji)術(shu)迭代及6G通信突破的核(he)(he)心(xin)基礎材料,技(ji)(ji)術(shu)壁(bi)壘高(gao)、替(ti)代空間廣,成長(chang)動(dong)能強(qiang)勁,極(ji)具稀缺(que)性與壟斷性。 ?? 一、AI算力(li)+CPO技(ji)(ji)術(shu)革命,催生鈮(ni)酸(suan)(suan)鋰(li)材料巨(ju)大(da)需求 核(he)(he)心(xin)卡位光(guang)(guang)模塊上游(you):公司鈮(ni)酸(suan)(suan)鋰(li)單(dan)晶(jing)材料是薄膜鈮(ni)酸(suan)(suan)鋰(li)調制器的上游(you)關鍵原材料,直接服(fu)務于(yu)800G/1.6T光(guang)(guang)模塊。與傳統方案相比,薄膜鈮(ni)酸(suan)(suan)鋰(li)
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2024-01-29 10:18:18
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火爆行情下的小藥箱—開(kai)開(kai)實業
開(kai)開(kai)實(shi)業 上(shang)(shang)海(hai)行情下的(de)唯一(yi)要(yao)箱子 國(guo)改 上(shang)(shang)海(hai) 小盤子 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)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)
S
開開實業
S
長江投資
1
2
1
2.42
來去無蹤(zong)
2025-09-10 16:51:52
《為什(shen)么寶(bao)馬比亞迪(di)都(dou)在等這(zhe)款材(cai)料(liao)?中國突破固態(tai)電池最后1厘米》?
背景: 一(yi)(yi)、破(po)局:中國膜(mo)(mo)打破(po)30年日本壟斷 2018年前,高端(duan)BOPA薄(bo)(bo)膜(mo)(mo)領域被日本企(qi)業壟斷,尤其是鋰(li)電(dian)池(chi)(chi)鋁塑(su)(su)膜(mo)(mo)用尼(ni)龍層(ceng)(鋰(li)電(dian)膜(mo)(mo)),技術(shu)封鎖嚴重(zhong)制約中國軟(ruan)包電(dian)池(chi)(chi)國產(chan)化進程。這(zhe)一(yi)(yi)“卡脖子(zi)”難題(ti)直至(zhi)中侖新材子(zi)公司廈(sha)門長塑(su)(su)攻(gong)克特種BOPA薄(bo)(bo)膜(mo)(mo)量產(chan)技術(shu)才(cai)被終結——其自主研發的長塑(su)(su)鋰(li)電(dian)膜(mo)(mo)?憑借(jie)抗穿(chuan)刺(ci)、耐(nai)高溫(wen)等性能,成為寧德(de)時代、比亞(ya)迪等電(dian)池(chi)(chi)巨頭的核心封裝材料,徹(che)底扭(niu)轉進口依賴局面(mian)。 二、登頂:全(quan)球(qiu)(qiu)BOPA薄(bo)(bo)膜(mo)(mo)龍頭誕(dan)生 產(chan)能全(quan)球(qiu)(qiu)第一(yi)(yi):廈(sha)門長塑(su)(su)擁有11條生產(chan)線(含(han)4條全(quan)球(qiu)(qiu)領先的LISIM產(chan)線),BOPA年產(chan)能
S
中侖新材
S
恩捷股份
S
南都電源
S
英聯股份
S
先導智能
10
13
10
2.53
來去無蹤(zong)
2025-09-10 14:46:09
全球首發!中國(guo)“尼龍膜王(wang)”攻(gong)破固(gu)態電池(chi)最(zui)硬鎧甲,日(ri)本壟斷終結》?
固(gu)(gu)態(tai)電池(chi)材(cai)料(liao)王(wang)者歸來!再探中(zhong)侖新材(cai)中(zhong)報揭(jie)秘:百億賽道(dao)“卡脖子”技(ji)術(shu)突(tu)破(po)(po),估(gu)值重構(gou)在即 ——全球唯(wei)(wei)二量產(chan)鋁(lv)塑(su)膜(mo)尼(ni)(ni)龍層(ceng),隱形冠軍的(de)萬億賽道(dao)野望 ?? 一、固(gu)(gu)態(tai)電池(chi)材(cai)料(liao):千億市(shi)場的(de)“咽喉命脈(mo)” 中(zhong)報核心(xin)(xin)亮(liang)點:全球唯(wei)(wei)二量產(chan)鋁(lv)塑(su)膜(mo)尼(ni)(ni)龍層(ceng),技(ji)術(shu)壁壘突(tu)破(po)(po) 2025年中(zhong)報首次確(que)認,公司(si)新能源BOPA膜(mo)材(cai)(PHA鋰電膜(mo))已應用(yong)于固(gu)(gu)態(tai)電池(chi)鋁(lv)塑(su)封裝膜(mo)核心(xin)(xin)層(ceng),成為全球除日本廠(chang)商外(wai)唯(wei)(wei)一實(shi)現量產(chan)的(de)材(cai)料(liao)供應商。 技(ji)術(shu)壟斷性:鋁(lv)塑(su)膜(mo)尼(ni)(ni)龍層(ceng)需(xu)滿足抗穿刺(>200N)、耐高溫(180℃)等極限(xian)要求,公司(si)突(tu)破(po)(po)海外(wai)技(ji)術(shu)封鎖,產(chan)品已進入(ru)
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中侖新材
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2025-09-07 22:39:12
固(gu)態電池材料迎(ying)來黃金爆發期!鋁塑膜國產替代開啟“從1到100”跨越,復(fu)制液冷史(shi)詩級行情?
背景(jing):光模塊、液冷服務器(qi)等(deng)板(ban)塊已炒作(zuo)至歷史(shi)高位。數據(ju)顯示,部分(fen)龍頭個股估值(zhi)已透(tou)支未(wei)來(lai)(lai)數年業績,每次沖高反(fan)彈(dan)均(jun)是(shi)(shi)減虧(kui)離場時機。與之(zhi)形成鮮明對比的是(shi)(shi),固(gu)(gu)態電(dian)(dian)池(chi)(chi)產業鏈正迎來(lai)(lai)主力資金悄(qiao)然建(jian)倉 鋁塑(su)膜(mo)是(shi)(shi)軟包鋰電(dian)(dian)池(chi)(chi),尤其(qi)是(shi)(shi)固(gu)(gu)態/半(ban)固(gu)(gu)態電(dian)(dian)池(chi)(chi)的關鍵封裝材料,起到保(bao)護(hu)電(dian)(dian)芯、防止水分(fen)滲透(tou)等(deng)重(zhong)要作(zuo)用。當前(qian)中國鋁塑(su)膜(mo)產業正加(jia)速國產替代(dai),通(tong)過基材自(zi)研、工藝(yi)革新與設備本土(tu)化(hua)構建(jian)競爭(zheng)力,并向高端動力電(dian)(dian)池(chi)(chi)領域滲透(tou),固(gu)(gu)態電(dian)(dian)池(chi)(chi)鋁塑(su)膜(mo)是(shi)(shi)當前(qian)電(dian)(dian)池(chi)(chi)技術(shu)發展中的一個重(zhong)要環節,它在固(gu)(gu)態電(dian)(dian)池(chi)(chi)成本中占(zhan)比約(yue)17%-20%,并且因(yin)其(qi)高安全性、適(shi)配性
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英聯股份
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中侖新材
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南都電源
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璞泰來
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6.06
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2025-09-06 08:29:45
下(xia)一個投資風口?固態電池鋁(lv)塑膜核心標(biao)的(de)
鋁塑(su)膜是軟包鋰電(dian)池(chi),尤(you)其是固態(tai)/半固態(tai)電(dian)池(chi)的關鍵封(feng)裝(zhuang)材料,起到保護(hu)電(dian)芯(xin)、防止水(shui)分滲透(tou)等(deng)重要作用(yong)。當前(qian),中(zhong)(zhong)國鋁塑(su)膜產(chan)業正(zheng)加速國產(chan)替代,通過基材自(zi)研、工(gong)藝革新與設(she)備(bei)本土化構建競爭力,并向高端動力電(dian)池(chi)領域滲透(tou),固態(tai)電(dian)池(chi)鋁塑(su)膜是當前(qian)電(dian)池(chi)技(ji)術發展中(zhong)(zhong)的一(yi)個(ge)重要環節,它在(zai)固態(tai)電(dian)池(chi)成本中(zhong)(zhong)占比約17%-20%,并且因(yin)其高安全性、適(shi)配性、輕量(liang)化等(deng)特性 被(bei)認為是固態(tai)電(dian)池(chi)的最佳甚至唯一(yi)封(feng)裝(zhuang)方(fang)案。
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2025-09-05 15:03:56
下一個投資風口?固態電池鋁塑膜核心標的
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@風中追風:能之光 固態電池+光伏 北交所次新 名稱自帶妖股潛質!
8月22日,寧波能之光新材料科技股份有限公司(證券簡稱:“能之光”,證券代碼:“920056”)正式在北京證券交易所上市交易。公司發行價為7.21元/股,發行市盈率為11.28倍。截至發稿,能之光股價大漲409.02%,報36.70元/股,總市值達到29.17億元。這家由中科
29 贊同-33 評論
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來(lai)去無蹤(zong)
2025-09-05 11:14:15
中(zhong)侖新材(cai):固態電池(chi)材(cai)料稀缺龍頭,國(guo)產(chan)替代核(he)心標的(de)
中侖新材(cai)是國(guo)內高(gao)(gao)端(duan)功(gong)能(neng)性(xing)膜材(cai)料領(ling)域實(shi)現“從0到(dao)1”突破的(de)領(ling)軍企(qi)業。公(gong)(gong)司不僅主(zhu)導了鋁塑膜基材(cai)的(de)國(guo)產替代(dai),更全球首發固態電(dian)池(chi)(chi)專用BOPA膜,切入(ru)下(xia)一(yi)代(dai)電(dian)池(chi)(chi)技術(shu)核心賽道。其(qi)技術(shu)壁(bi)壘高(gao)(gao)、稀(xi)缺性(xing)極強(qiang),完美契合當(dang)前市(shi)場對固態電(dian)池(chi)(chi)和國(guo)產替代(dai)的(de)雙重(zhong)炒作(zuo)邏輯,業績彈(dan)性(xing)與(yu)估值溢價空間巨大。 一(yi)、核心業務(wu)分析:雙輪驅動,劍指未來(lai) 公(gong)(gong)司業務(wu)清晰聚(ju)焦于(yu)高(gao)(gao)壁(bi)壘、高(gao)(gao)成(cheng)長的(de)新能(neng)源膜材(cai)料領(ling)域,形成(cheng)“當(dang)前現金牛”與(yu)“未來(lai)新星(xing)”的(de)雙輪驅動格局。 1. 成(cheng)熟業務(wu):PHA鋰電(dian)膜(鋁塑膜基材(cai)) - 國(guo)產替代(dai)的(de)“現在時” 角色:軟包鋰電(dian)池(chi)(chi)鋁
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天際股份
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2025-09-04 22:12:39
宏盛股份:液冷(leng)賽道低位明珠,CDU核心(xin)技術驅動200億市值(zhi)征程
市場(chang)熱(re)追液冷(leng)概念之時,一只隱藏的龍頭正(zheng)悄然崛起 AI算(suan)(suan)力需求(qiu)爆發的當下,液冷(leng)技術(shu)已(yi)成為數據(ju)中心散熱(re)的關鍵解決方案,相關概念股(gu)(gu)漲幅(fu)驚人。宏盛股(gu)(gu)份(603090) 卻(que)尚未被市場(chang)充分挖(wa)掘,潛在很(hen)大(da)補漲空間。 隨著高性能計算(suan)(suan)和AI服務器(qi)功率密度(du)不(bu)斷提升,傳統風冷(leng)技術(shu)已(yi)無法滿足散熱(re)需求(qiu),液冷(leng)技術(shu)憑借其高效散熱(re)特性成為必然選(xuan)擇。 根(gen)據(ju)行(xing)業分析,英偉(wei)達GB300單(dan)機柜液冷(leng)價值量高達70萬(wan)元(yuan),其中冷(leng)板24萬(wan)+CDU 20萬(wan)+快接(jie)頭16萬(wan)。若2026年(nian)出貨9萬(wan)臺,對應市場(chang)規模可達630億元(yuan)。 冷(leng)卻(que)分配單(dan)元(yuan)(CDU
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宏盛股份
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英偉達公司
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來去(qu)無(wu)蹤
2025-09-04 21:55:43
南都電源(yuan):儲(chu)能老(lao)將的固態電池與數據中心突圍戰
深耕能(neng)源(yuan)(yuan)領域(yu)三十余年(nian)(nian)的南都電(dian)源(yuan)(yuan),正加(jia)速從傳(chuan)統鉛酸電(dian)池向高(gao)端鋰電(dian)儲(chu)能(neng)轉型,其固(gu)態電(dian)池技(ji)術突破與數(shu)據(ju)(ju)中(zhong)心(xin)業務(wu)成(cheng)為最(zui)大看點(dian)。 直接看最(zui)近會議紀(ji)要(yao) 南都電(dian)源(yuan)(yuan)作為全(quan)球儲(chu)能(neng)市(shi)場的重要(yao)參與者(新型電(dian)力(li)儲(chu)能(neng)全(quan)球出貨量第(di)三,數(shu)據(ju)(ju)中(zhong)心(xin)儲(chu)能(neng)第(di)二),正積極布局高(gao)增長賽道(dao)。 公司2025年(nian)(nian)上半(ban)年(nian)(nian)營收雖承壓,但第(di)二季度鋰電(dian)儲(chu)能(neng)業務(wu)開(kai)始放量,并憑借北美(mei)訂單成(cheng)功扭虧,顯示出轉型的初步成(cheng)效。 數(shu)據(ju)(ju)中(zhong)心(xin)業務(wu)成(cheng)為當前(qian)亮點(dian),訂單飽(bao)滿,產能(neng)利用率超90%,高(gao)壓鋰電(dian)產品獲(huo)美(mei)國(guo)UL9540A等(deng)主流認證,應用于美(mei)國(guo)各大數(shu)據(ju)(ju)中(zhong)心(xin)項(xiang)目,具(ju)備(bei)北美(mei)市(shi)
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南都電源
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天際股份
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金龍羽
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3.44
來去無蹤
2025-09-03 17:22:43
半導體(ti)設(she)備領(ling)域(yu)被低估的國產替代先(xian)鋒,百億空間即將(jiang)爆發就看它
背景:技術(shu)突(tu)破+訂單加速+政策(ce)東風,三重共振(zhen)下(xia)的稀缺(que)標的 半(ban)導體國(guo)(guo)產替代的浪潮中(zhong),市場目光(guang)多數聚焦于光(guang)刻(ke)機(ji)(ji)整機(ji)(ji)與光(guang)學元(yuan)件,卻忽視了一(yi)個關(guan)鍵環節:芯片(pian)制造過(guo)程中(zhong)不可或缺(que)的清洗(xi)設(she)(she)備。 而(er)這(zhe)正(zheng)是國(guo)(guo)林科技(300786.SZ)帶來的巨大(da)預期差(cha)一(yi)家從環保設(she)(she)備領域成功跨界半(ban)導體核(he)心設(she)(she)備,并已(yi)實現技術(shu)突(tu)破和量(liang)產的企業(ye)。 半(ban)導體核(he)心設(she)(she)備:國(guo)(guo)產替代的下(xia)一(yi)片(pian)藍(lan)海 光(guang)刻(ke)機(ji)(ji)每完成一(yi)次曝光(guang),晶圓表面必須經過(guo)高(gao)精(jing)度清洗(xi),以去除殘(can)留光(guang)刻(ke)膠和顆(ke)粒污染物,否則芯片(pian)良(liang)率會大(da)幅(fu)下(xia)降。目前(qian),國(guo)(guo)內高(gao)端清洗(xi)設(she)(she)備市場被美國(guo)(guo)MKS、日本住(zhu)友等
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國林科技
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北方華創
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1
1.46
來(lai)去無蹤
2025-09-03 17:16:54
半(ban)導(dao)體設備(bei)領域被低估的國產替代先鋒,百億空間(jian)即(ji)將爆發就看它
背景:技(ji)術(shu)突(tu)破(po)+訂單(dan)加速+政策東風,三重共振下的(de)(de)(de)稀缺(que)(que)標的(de)(de)(de) 半(ban)(ban)導(dao)體(ti)國產(chan)替代的(de)(de)(de)浪潮中,市場目光(guang)多數聚焦(jiao)于光(guang)刻(ke)機(ji)整機(ji)與(yu)光(guang)學元件,卻(que)忽視(shi)了(le)一個關鍵(jian)環(huan)節:芯片制造過(guo)程中不可或缺(que)(que)的(de)(de)(de)清洗設備(bei)。 而這正(zheng)是國林科(ke)技(ji)(300786.SZ)帶來的(de)(de)(de)巨大(da)預期(qi)差一家從環(huan)保(bao)設備(bei)領(ling)域成功跨界半(ban)(ban)導(dao)體(ti)核心設備(bei),并(bing)已實(shi)現技(ji)術(shu)突(tu)破(po)和量產(chan)的(de)(de)(de)企業。 半(ban)(ban)導(dao)體(ti)核心設備(bei):國產(chan)替代的(de)(de)(de)下一片藍海 光(guang)刻(ke)機(ji)每(mei)完(wan)成一次(ci)曝光(guang),晶(jing)圓表(biao)面必須(xu)經過(guo)高(gao)精度(du)清洗,以去(qu)除殘留光(guang)刻(ke)膠和顆粒污染物,否則芯片良率會大(da)幅下降(jiang)。目前,國內高(gao)端清洗設備(bei)市場被美國MKS、日(ri)本住友等(deng)
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國林科技
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北方華創
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中芯國際
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2025-08-28 14:58:13
中旗新(xin)材:半導(dao)體新(xin)星!星空(kong)科技注(zhu)入引(yin)爆(bao)千億估值(zhi)革命
一(yi)、股權(quan)變(bian)更(geng):從建材(cai)(cai)龍頭到“光刻(ke)機(ji)第一(yi)股” 控(kong)制權(quan)易主,半導體(ti)基(ji)因(yin)注入 2025年4月,中旗(qi)新材(cai)(cai)原實控(kong)人(ren)(ren)(ren)周(zhou)軍(jun)以9.64億(yi)元將29.98%股權(quan)轉(zhuan)讓給廣(guang)東(dong)星空科(ke)技及其一(yi)致行動人(ren)(ren)(ren),實控(kong)人(ren)(ren)(ren)變(bian)更(geng)為“中國光刻(ke)機(ji)之父”賀榮明(上海微(wei)(wei)電(dian)(dian)子(zi)裝備集團創(chuang)始人(ren)(ren)(ren))。復(fu)牌后股價連續3日漲停,市值單周(zhou)飆升30%至48億(yi)元,市場反應印證了(le)對半導體(ti)轉(zhuan)型的(de)(de)極高期(qi)待。 賀榮明:技術領袖的(de)(de)資本棋(qi)局(ju) 賀榮明被譽為國產光刻(ke)機(ji)突破的(de)(de)關鍵人(ren)(ren)(ren)物: 2002年創(chuang)立上海微(wei)(wei)電(dian)(dian)子(zi)(SMEE),主導研發國產首臺光刻(ke)機(ji),打(da)破國際壟(long)斷; 2021年二次創(chuang)業成
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張江高科
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中旗新材
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2025-08-26 14:03:33
南方泵(beng)(beng)業(300145.SZ)液冷(leng)泵(beng)(beng)業務(wu)的深(shen)度(du)價值重估,2025H1液冷(leng)泵(beng)(beng)收入??4.1億元(yuan)??(同(tong)比+210%),占營(ying)收比重從(cong)6%飆升至??18%??,躍居(ju)公司第二(er)大業務(wu)。
@加油奧利給:液冷:下一個光模塊&PCB
(開源證券)液冷:下一個光模塊&PCB(一)我們持續強調對市場積極,且“科技為先”市場的結構是【雙輪驅動】:其一為全球科技共舞下的成長品類提供強勁的彈性,其二為“反內卷”牽頭下周期與順周期交易PPI修復的擴散行情。當前市場具備“下有底、中樞上移”的特征。PPI修復與TMT成長兩條主線的交織共振,反映
74 贊同-130 評論
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2025-08-26 11:16:17
液冷革(ge)命引爆210%增長!國資龍頭手握英偉達認證(zheng),政(zheng)策紅(hong)利千(qian)億市場開啟!?
南方泵(beng)業(ye)(300145.SZ)液冷(leng)泵(beng)業(ye)務的(de)深度價值(zhi)重估 ?? 一、液冷(leng)泵(beng)業(ye)務:從爆發到壟斷,業(ye)績引擎全(quan)速(su)(su)啟(qi)動 收入(ru)增速(su)(su)斷層(ceng)領先 2025H1液冷(leng)泵(beng)收入(ru)4.1億(yi)元(同比+210%),占營收比重從6%飆升(sheng)至18%,躍居公司第(di)二(er)大業(ye)務。 毛利率高(gao)達(da)42%(磁懸浮泵(beng)),碾壓傳統泵(beng)業(ye)(25%),利潤(run)結(jie)構加(jia)速(su)(su)優化。 訂單橫掃千億(yi)市場(chang) 騰訊長(chang)三角AI算力中心:86臺(tai)CHLF系列泵(beng)批量(liang)交付,適配30kW+高(gao)密度機柜(ju); 華為烏蘭(lan)察布云基地:40臺(tai)磁懸浮泵(beng)實測(ce)PUE低(di)至1.19,全(quan)球能(neng)效標桿; 英偉達(da)GB200/3
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2025-09-02 12:24:59
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天通(tong)股份(fen)(600330):AI算力與6G革命的核(he)心材料(liao)龍頭
【券商聚焦】天通股份(600330):AI算力(li)(li)與(yu)6G革命的(de)核(he)(he)心(xin)材(cai)料(liao)龍頭,稀(xi)(xi)缺性凸顯成長(chang)超高(gao)預期 核(he)(he)心(xin)觀點:天通股份作為國內壓電(dian)晶體材(cai)料(liao)絕對龍頭,其(qi)鈮酸鋰(LN)/鉭酸鋰(LT)產品已成為AI算力(li)(li)爆發(fa)、CPO技術(shu)迭代及6G通信突破的(de)核(he)(he)心(xin)基(ji)礎材(cai)料(liao),技術(shu)壁(bi)壘(lei)高(gao)、替代空間廣,成長(chang)動能強勁,極具(ju)稀(xi)(xi)缺性與(yu)壟斷性。 ?? 一、AI算力(li)(li)+CPO技術(shu)革命,催生(sheng)鈮酸鋰材(cai)料(liao)巨大需求 核(he)(he)心(xin)卡(ka)位光(guang)模塊(kuai)上(shang)游:公(gong)司鈮酸鋰單晶材(cai)料(liao)是(shi)薄(bo)膜鈮酸鋰調制器的(de)上(shang)游關鍵原(yuan)材(cai)料(liao),直接(jie)服務于800G/1.6T光(guang)模塊(kuai)。與(yu)傳統方案(an)相比,薄(bo)膜鈮酸鋰
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2024-01-29 10:18:18
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火爆行(xing)情下的小(xiao)藥箱—開(kai)開(kai)實業
開(kai)開(kai)實業 上海(hai)行情下的唯一要箱子 國(guo)改 上海(hai) 小盤(pan)子 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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)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cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)
S
開開實業
S
長江投資
1
2
1
2.42
來去無蹤
2025-09-10 16:51:52
《為什么寶馬比亞迪都在等這款材料?中國突破固態(tai)電池最后1厘米》?
背景: 一、破局:中國膜(mo)(mo)打(da)破30年日本(ben)壟斷 2018年前,高(gao)端BOPA薄(bo)膜(mo)(mo)領域被(bei)日本(ben)企業壟斷,尤其是鋰(li)電(dian)(dian)池鋁(lv)塑膜(mo)(mo)用尼龍層(ceng)(鋰(li)電(dian)(dian)膜(mo)(mo)),技(ji)術(shu)封(feng)鎖嚴(yan)重制約中國軟包電(dian)(dian)池國產(chan)(chan)化(hua)進程。這(zhe)一“卡脖子(zi)”難題(ti)直至中侖新(xin)材子(zi)公司廈(sha)門長(chang)塑攻克特種BOPA薄(bo)膜(mo)(mo)量產(chan)(chan)技(ji)術(shu)才被(bei)終結——其自主研(yan)發的(de)長(chang)塑鋰(li)電(dian)(dian)膜(mo)(mo)?憑(ping)借抗穿刺(ci)、耐高(gao)溫等性能,成為(wei)寧德時(shi)代、比亞迪等電(dian)(dian)池巨頭(tou)的(de)核心封(feng)裝材料,徹底扭轉進口依賴(lai)局面。 二、登(deng)頂:全球(qiu)BOPA薄(bo)膜(mo)(mo)龍頭(tou)誕生 產(chan)(chan)能全球(qiu)第一:廈(sha)門長(chang)塑擁有11條生產(chan)(chan)線(含4條全球(qiu)領先的(de)LISIM產(chan)(chan)線),BOPA年產(chan)(chan)能
S
中侖新材
S
恩捷股份
S
南都電源
S
英聯股份
S
先導智能
10
13
10
2.53
來去(qu)無蹤
2025-09-10 14:46:09
全球首(shou)發(fa)!中國“尼龍膜(mo)王”攻(gong)破固態電池最硬鎧甲(jia),日本(ben)壟斷終(zhong)結》?
固(gu)態電池(chi)材(cai)(cai)(cai)料王(wang)者歸來!再(zai)探(tan)中(zhong)侖(lun)新材(cai)(cai)(cai)中(zhong)報(bao)揭秘:百億(yi)賽道“卡(ka)脖子(zi)”技術突破(po)(po),估值重構在即 ——全球(qiu)(qiu)唯(wei)二(er)量產(chan)鋁(lv)塑膜(mo)尼龍(long)層,隱形冠(guan)軍(jun)的(de)萬億(yi)賽道野望 ?? 一、固(gu)態電池(chi)材(cai)(cai)(cai)料:千億(yi)市場的(de)“咽喉命(ming)脈” 中(zhong)報(bao)核(he)心亮點:全球(qiu)(qiu)唯(wei)二(er)量產(chan)鋁(lv)塑膜(mo)尼龍(long)層,技術壁壘突破(po)(po) 2025年中(zhong)報(bao)首次確認,公司新能(neng)源BOPA膜(mo)材(cai)(cai)(cai)(PHA鋰電膜(mo))已應用于固(gu)態電池(chi)鋁(lv)塑封裝膜(mo)核(he)心層,成(cheng)為全球(qiu)(qiu)除日(ri)本廠商外唯(wei)一實現量產(chan)的(de)材(cai)(cai)(cai)料供應商。 技術壟斷性:鋁(lv)塑膜(mo)尼龍(long)層需(xu)滿足(zu)抗穿刺(>200N)、耐(nai)高溫(180℃)等(deng)極(ji)限要求(qiu),公司突破(po)(po)海(hai)外技術封鎖,產(chan)品已進入
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中侖新材
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2025-09-07 22:39:12
固(gu)態(tai)電池材(cai)料迎來(lai)黃金爆發期(qi)!鋁(lv)塑膜國產替(ti)代開啟(qi)“從1到(dao)100”跨(kua)越,復制液冷(leng)史詩級行情?
背(bei)景(jing):光模(mo)塊、液(ye)冷服務(wu)器等板塊已炒作(zuo)至歷史(shi)高位(wei)。數據顯示(shi),部分龍(long)頭個(ge)股估值已透(tou)支未來(lai)數年(nian)業績(ji),每次沖高反彈均是減虧離場時機。與(yu)之形(xing)成鮮明對(dui)比的是,固(gu)(gu)態(tai)(tai)電(dian)池(chi)產(chan)(chan)業鏈正(zheng)迎(ying)來(lai)主力資金(jin)悄(qiao)然建(jian)倉 鋁(lv)塑膜是軟包鋰電(dian)池(chi),尤其(qi)是固(gu)(gu)態(tai)(tai)/半固(gu)(gu)態(tai)(tai)電(dian)池(chi)的關鍵封(feng)裝材料(liao),起到保護(hu)電(dian)芯、防(fang)止水分滲透(tou)等重(zhong)要作(zuo)用。當(dang)前中(zhong)國鋁(lv)塑膜產(chan)(chan)業正(zheng)加速(su)國產(chan)(chan)替代,通過基材自研、工藝革新與(yu)設備(bei)本土(tu)化構(gou)建(jian)競爭力,并向高端(duan)動力電(dian)池(chi)領域滲透(tou),固(gu)(gu)態(tai)(tai)電(dian)池(chi)鋁(lv)塑膜是當(dang)前電(dian)池(chi)技(ji)術發展中(zhong)的一個(ge)重(zhong)要環(huan)節(jie),它在固(gu)(gu)態(tai)(tai)電(dian)池(chi)成本中(zhong)占比約17%-20%,并且因其(qi)高安全性、適配(pei)性
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英聯股份
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南都電源
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璞泰來
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2025-09-06 08:29:45
下(xia)一(yi)個投資風口?固態(tai)電池鋁塑膜核心標的(de)
鋁塑(su)膜(mo)(mo)是(shi)(shi)軟包鋰電(dian)(dian)(dian)池(chi)(chi)(chi)(chi),尤其(qi)是(shi)(shi)固態(tai)/半固態(tai)電(dian)(dian)(dian)池(chi)(chi)(chi)(chi)的(de)關鍵封裝材(cai)料,起到保護電(dian)(dian)(dian)芯、防止水分滲透等重要(yao)(yao)作用。當前(qian),中(zhong)國(guo)鋁塑(su)膜(mo)(mo)產業(ye)正加速國(guo)產替代(dai),通過基材(cai)自(zi)研、工藝革(ge)新與(yu)設備本(ben)土化構建競爭(zheng)力,并(bing)向高(gao)端動力電(dian)(dian)(dian)池(chi)(chi)(chi)(chi)領域滲透,固態(tai)電(dian)(dian)(dian)池(chi)(chi)(chi)(chi)鋁塑(su)膜(mo)(mo)是(shi)(shi)當前(qian)電(dian)(dian)(dian)池(chi)(chi)(chi)(chi)技術發展中(zhong)的(de)一個重要(yao)(yao)環節,它在固態(tai)電(dian)(dian)(dian)池(chi)(chi)(chi)(chi)成(cheng)本(ben)中(zhong)占比約17%-20%,并(bing)且(qie)因(yin)其(qi)高(gao)安全性(xing)、適配性(xing)、輕量(liang)化等特性(xing) 被認為是(shi)(shi)固態(tai)電(dian)(dian)(dian)池(chi)(chi)(chi)(chi)的(de)最佳甚至唯一封裝方案。
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2025-09-05 15:03:56
下(xia)一個投資風口?固(gu)態電池鋁塑膜核(he)心標(biao)的(de)
#查看圖片#
@風中追風:能之光 固態電池+光伏 北交所次新 名稱自帶妖股潛質!
8月22日,寧波能之光新材料科技股份有限公司(證券簡稱:“能之光”,證券代碼:“920056”)正式在北京證券交易所上市交易。公司發行價為7.21元/股,發行市盈率為11.28倍。截至發稿,能之光股價大漲409.02%,報36.70元/股,總市值達到29.17億元。這家由中科
29 贊同-33 評論
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2025-09-05 11:14:15
中侖新材(cai):固(gu)態電池材(cai)料稀(xi)缺(que)龍頭,國(guo)產替代核心標的
中侖新材(cai)(cai)是國內高(gao)(gao)端功(gong)能(neng)性(xing)膜(mo)材(cai)(cai)料(liao)領域(yu)實現(xian)(xian)“從0到1”突破的(de)領軍企業(ye)。公司不僅主導了(le)鋁(lv)塑膜(mo)基(ji)(ji)材(cai)(cai)的(de)國產(chan)替代(dai)(dai),更全球首發(fa)固(gu)態電(dian)池專用BOPA膜(mo),切入下一(yi)代(dai)(dai)電(dian)池技術核(he)心賽道。其技術壁(bi)壘高(gao)(gao)、稀缺性(xing)極強,完美契合當前(qian)市場(chang)對固(gu)態電(dian)池和國產(chan)替代(dai)(dai)的(de)雙重炒(chao)作邏(luo)輯,業(ye)績彈性(xing)與(yu)估值溢價空(kong)間(jian)巨(ju)大。 一(yi)、核(he)心業(ye)務分析:雙輪驅動(dong),劍指(zhi)未(wei)來 公司業(ye)務清晰聚焦于高(gao)(gao)壁(bi)壘、高(gao)(gao)成長的(de)新能(neng)源(yuan)膜(mo)材(cai)(cai)料(liao)領域(yu),形成“當前(qian)現(xian)(xian)金牛(niu)”與(yu)“未(wei)來新星”的(de)雙輪驅動(dong)格局(ju)。 1. 成熟業(ye)務:PHA鋰電(dian)膜(mo)(鋁(lv)塑膜(mo)基(ji)(ji)材(cai)(cai)) - 國產(chan)替代(dai)(dai)的(de)“現(xian)(xian)在(zai)時” 角色:軟包(bao)鋰電(dian)池鋁(lv)
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先導智能
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2025-09-04 22:12:39
宏(hong)盛股(gu)份:液冷賽道低位明珠(zhu),CDU核心技術驅動200億市值(zhi)征程
市場熱追液冷(leng)概(gai)念(nian)之時,一只隱(yin)藏(zang)的(de)龍(long)頭正悄然崛起 AI算力需求(qiu)爆發(fa)的(de)當下,液冷(leng)技(ji)術已成為(wei)數據(ju)中心散(san)熱的(de)關鍵解決方案,相關概(gai)念(nian)股(gu)漲(zhang)(zhang)幅驚人。宏盛股(gu)份(fen)(603090) 卻(que)尚未被市場充(chong)分(fen)挖掘,潛在很大補漲(zhang)(zhang)空間。 隨著(zhu)高(gao)性(xing)能(neng)計算和AI服(fu)務器功率密度不(bu)斷提升,傳統風冷(leng)技(ji)術已無法滿足散(san)熱需求(qiu),液冷(leng)技(ji)術憑借其高(gao)效散(san)熱特(te)性(xing)成為(wei)必(bi)然選擇。 根據(ju)行業分(fen)析(xi),英偉達GB300單機(ji)柜液冷(leng)價值(zhi)量高(gao)達70萬(wan)(wan)元,其中冷(leng)板24萬(wan)(wan)+CDU 20萬(wan)(wan)+快接頭16萬(wan)(wan)。若2026年出貨9萬(wan)(wan)臺,對應市場規模(mo)可達630億元。 冷(leng)卻(que)分(fen)配單元(CDU
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宏盛股份
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英偉達公司
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2025-09-04 21:55:43
南都電源:儲能老將的固態電池與數據中心突圍戰(zhan)
深耕(geng)能(neng)(neng)(neng)源(yuan)領域(yu)三十余(yu)年的(de)南都(dou)電(dian)(dian)(dian)源(yuan),正加速從傳(chuan)統鉛酸電(dian)(dian)(dian)池(chi)向(xiang)高端鋰電(dian)(dian)(dian)儲(chu)(chu)(chu)能(neng)(neng)(neng)轉型,其固態電(dian)(dian)(dian)池(chi)技術突(tu)破與數(shu)據(ju)中(zhong)心業(ye)務(wu)(wu)成(cheng)為(wei)最(zui)大(da)看(kan)點。 直接看(kan)最(zui)近(jin)會(hui)議(yi)紀要(yao)(yao) 南都(dou)電(dian)(dian)(dian)源(yuan)作為(wei)全(quan)球儲(chu)(chu)(chu)能(neng)(neng)(neng)市場的(de)重要(yao)(yao)參與者(新型電(dian)(dian)(dian)力儲(chu)(chu)(chu)能(neng)(neng)(neng)全(quan)球出貨量第三,數(shu)據(ju)中(zhong)心儲(chu)(chu)(chu)能(neng)(neng)(neng)第二),正積極(ji)布(bu)局高增長賽道。 公(gong)司2025年上半年營收雖承壓,但第二季度鋰電(dian)(dian)(dian)儲(chu)(chu)(chu)能(neng)(neng)(neng)業(ye)務(wu)(wu)開始放量,并(bing)憑借(jie)北(bei)美(mei)訂(ding)(ding)單成(cheng)功扭(niu)虧,顯(xian)示出轉型的(de)初步成(cheng)效。 數(shu)據(ju)中(zhong)心業(ye)務(wu)(wu)成(cheng)為(wei)當前(qian)亮點,訂(ding)(ding)單飽滿,產(chan)能(neng)(neng)(neng)利用率超90%,高壓鋰電(dian)(dian)(dian)產(chan)品獲(huo)美(mei)國UL9540A等(deng)主流(liu)認證(zheng),應(ying)用于(yu)美(mei)國各大(da)數(shu)據(ju)中(zhong)心項目,具備北(bei)美(mei)市
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天際股份
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金龍羽
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2025-09-03 17:22:43
半導體設備領(ling)域被低估的國產替代先鋒,百億(yi)空間即將(jiang)爆(bao)發就看(kan)它
背景:技(ji)(ji)(ji)術(shu)突(tu)破+訂單(dan)加速+政策(ce)東(dong)風,三重共振(zhen)下的(de)(de)(de)稀缺標的(de)(de)(de) 半(ban)導(dao)體國產(chan)替代的(de)(de)(de)浪潮中,市場目(mu)光(guang)多數聚焦于光(guang)刻機整機與光(guang)學元件,卻忽視了一個關鍵環節(jie):芯(xin)片制造(zao)過程中不可或缺的(de)(de)(de)清(qing)(qing)洗(xi)設備(bei)。 而這正是國林(lin)科技(ji)(ji)(ji)(300786.SZ)帶來的(de)(de)(de)巨大預期差一家從環保(bao)設備(bei)領域(yu)成(cheng)功(gong)跨(kua)界半(ban)導(dao)體核心(xin)設備(bei),并(bing)已(yi)實現(xian)技(ji)(ji)(ji)術(shu)突(tu)破和量產(chan)的(de)(de)(de)企業。 半(ban)導(dao)體核心(xin)設備(bei):國產(chan)替代的(de)(de)(de)下一片藍(lan)海 光(guang)刻機每完成(cheng)一次曝光(guang),晶圓表面必須(xu)經過高精(jing)度清(qing)(qing)洗(xi),以去(qu)除殘留光(guang)刻膠和顆粒污染物,否則芯(xin)片良率(lv)會大幅下降。目(mu)前,國內高端清(qing)(qing)洗(xi)設備(bei)市場被美國MKS、日本住友(you)等(deng)
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國林科技
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北方華創
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2025-09-03 17:16:54
半導體設(she)備領(ling)域被低(di)估的國產(chan)替代(dai)先(xian)鋒,百億空(kong)間即將爆發就(jiu)看(kan)它
背景:技術突破+訂單加速+政策東風,三重共振下的(de)稀缺標的(de) 半(ban)(ban)導(dao)體(ti)國產(chan)替代的(de)浪潮中(zhong),市場目(mu)光多數聚焦(jiao)于光刻機(ji)整機(ji)與光學元件,卻忽視了一(yi)(yi)個關(guan)鍵環節:芯(xin)片(pian)制造過程中(zhong)不可或缺的(de)清洗設(she)備(bei)(bei)(bei)。 而這(zhe)正是國林科技(300786.SZ)帶來的(de)巨(ju)大預期(qi)差一(yi)(yi)家從環保設(she)備(bei)(bei)(bei)領域成功跨(kua)界半(ban)(ban)導(dao)體(ti)核心設(she)備(bei)(bei)(bei),并已實現(xian)技術突破和(he)量產(chan)的(de)企(qi)業(ye)。 半(ban)(ban)導(dao)體(ti)核心設(she)備(bei)(bei)(bei):國產(chan)替代的(de)下一(yi)(yi)片(pian)藍(lan)海 光刻機(ji)每完成一(yi)(yi)次曝光,晶圓表面(mian)必須(xu)經過高(gao)精(jing)度清洗,以(yi)去除殘留光刻膠(jiao)和(he)顆粒污染物,否則芯(xin)片(pian)良率(lv)會大幅(fu)下降(jiang)。目(mu)前,國內高(gao)端清洗設(she)備(bei)(bei)(bei)市場被美國MKS、日本住友等
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國林科技
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中芯國際
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2025-08-28 14:58:13
中旗新材:半導體新星!星空科技注入(ru)引爆千億估值革命
一、股(gu)(gu)權變更:從建(jian)材龍頭到“光(guang)(guang)刻機第一股(gu)(gu)” 控制(zhi)權易(yi)主,半(ban)導(dao)體(ti)基因(yin)注入 2025年(nian)4月,中旗新材原(yuan)實(shi)控人(ren)周(zhou)軍(jun)以(yi)9.64億元將(jiang)29.98%股(gu)(gu)權轉讓給廣東星(xing)空科技及(ji)其(qi)一致行(xing)動(dong)人(ren),實(shi)控人(ren)變更為(wei)“中國(guo)光(guang)(guang)刻機之父”賀榮(rong)明(上海微電子裝備集團創(chuang)始人(ren))。復(fu)牌后(hou)股(gu)(gu)價連續(xu)3日漲停(ting),市(shi)值單周(zhou)飆升30%至48億元,市(shi)場(chang)反應印證了對半(ban)導(dao)體(ti)轉型的極高期待。 賀榮(rong)明:技術領袖的資本棋局 賀榮(rong)明被譽為(wei)國(guo)產(chan)光(guang)(guang)刻機突破的關鍵人(ren)物: 2002年(nian)創(chuang)立上海微電子(SMEE),主導(dao)研發國(guo)產(chan)首(shou)臺(tai)光(guang)(guang)刻機,打(da)破國(guo)際壟斷; 2021年(nian)二次(ci)創(chuang)業成(cheng)
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張江高科
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2025-08-26 14:03:33
南方泵(beng)業(300145.SZ)液冷泵(beng)業務的深度價值重估,2025H1液冷泵(beng)收入??4.1億(yi)元??(同比(bi)+210%),占營收比(bi)重從6%飆升至(zhi)??18%??,躍居公司第二(er)大業務。
@加油奧利給:液冷:下一個光模塊&PCB
(開源證券)液冷:下一個光模塊&PCB(一)我們持續強調對市場積極,且“科技為先”市場的結構是【雙輪驅動】:其一為全球科技共舞下的成長品類提供強勁的彈性,其二為“反內卷”牽頭下周期與順周期交易PPI修復的擴散行情。當前市場具備“下有底、中樞上移”的特征。PPI修復與TMT成長兩條主線的交織共振,反映
74 贊同-130 評論
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2025-08-26 11:16:17
液冷革命(ming)引(yin)爆210%增長!國資龍(long)頭手握英偉達認證(zheng),政策紅利(li)千億市(shi)場(chang)開啟!?
南方(fang)泵(beng)業(ye)(300145.SZ)液冷泵(beng)業(ye)務的(de)深度價值重(zhong)估(gu) ?? 一、液冷泵(beng)業(ye)務:從爆發到壟斷,業(ye)績引擎全速(su)啟動 收(shou)入增速(su)斷層領先 2025H1液冷泵(beng)收(shou)入4.1億元(同比+210%),占營收(shou)比重(zhong)從6%飆(biao)升至18%,躍居公司(si)第二大業(ye)務。 毛利率高達42%(磁懸浮泵(beng)),碾壓傳統(tong)泵(beng)業(ye)(25%),利潤結構加(jia)速(su)優化。 訂單橫掃千億市場(chang) 騰訊長(chang)三角AI算力中(zhong)心(xin):86臺CHLF系(xi)列泵(beng)批量交付,適配30kW+高密度機柜; 華為烏蘭察(cha)布云基地:40臺磁懸浮泵(beng)實測PUE低(di)至1.19,全球能效標(biao)桿; 英偉達GB200/3
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