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一只貪(tan)吃貓(mao)
2024-12-25 03:30:30
AI數據(ju)中心(xin)-安科瑞
安科瑞20241224 海(hai)外的(de)(de)互聯網公司運(yun)營商capex在(zai)其(qi)(qi)中(zhong)(zhong)(zhong)開(kai)始的(de)(de)十年(nian)都處在(zai)高速的(de)(de)增(zeng)(zeng)長的(de)(de)階段。國內的(de)(de)資本開(kai)支從(cong)20年(nian)開(kai)始它的(de)(de)增(zeng)(zeng)長出現明顯的(de)(de)放(fang)緩。國內25年(nian)開(kai)始在(zai)AI的(de)(de)驅動下,互聯網巨(ju)頭、運(yun)營商在(zai)數(shu)據中(zhong)(zhong)(zhong)心(xin)的(de)(de)資本開(kai)支將會加速,capex增(zeng)(zeng)速可(ke)(ke)能會超過50%。 數(shu)據中(zhong)(zhong)(zhong)心(xin)的(de)(de)投(tou)資機(ji)會大家比(bi)(bi)較關注(zhu)的(de)(de)除了服(fu)務(wu)器本身以外以及一些電力(li)設備等,包括制冷,服(fu)務(wu)器機(ji)架,ups,變(bian)壓器等等。看之前有研究(jiu)報告(gao)介紹,在(zai)算(suan)力(li)數(shu)據中(zhong)(zhong)(zhong)心(xin)設備成本占比(bi)(bi)中(zhong)(zhong)(zhong),像冷卻(que)系(xi)統占比(bi)(bi)20%-25%,ups占比(bi)(bi)可(ke)(ke)能在(zai)20%這種現狀。其(qi)(qi)實在(zai)數(shu)據中(zhong)(zhong)(zhong)心(xin)運(yun)
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安科瑞
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1.89
一只貪吃貓(mao)
2024-11-25 18:51:18
安科瑞:AI電力-AI能效監控箱(xiang)
隨(sui)著光(guang)伏(fu)補貼(tie)的(de)(de)逐(zhu)年(nian)下(xia)調(diao),通過(guo)運(yun)維(wei)(wei)(wei)提高光(guang)伏(fu)電(dian)站收益的(de)(de)重要性日益凸(tu)顯,傳統運(yun)維(wei)(wei)(wei)的(de)(de)低效及高成(cheng)本(ben)已不能(neng)(neng)(neng)滿(man)足(zu)運(yun)維(wei)(wei)(wei)工作需(xu)求,伴隨(sui)AI快(kuai)速發展,光(guang)伏(fu)電(dian)站運(yun)維(wei)(wei)(wei)也(ye)以(yi)O2O模(mo)式進入(ru)到(dao)智(zhi)能(neng)(neng)(neng)化階段(duan)。安科(ke)瑞研發了基于AI技(ji)術及大(da)數據技(ji)術的(de)(de)光(guang)伏(fu)電(dian)站智(zhi)能(neng)(neng)(neng)運(yun)維(wei)(wei)(wei)平臺(tai),以(yi)用戶為中心,通過(guo)提高電(dian)站運(yun)維(wei)(wei)(wei)水(shui)平,最(zui)終(zhong)可(ke)實現電(dian)站收益的(de)(de)提升。既可(ke)滿(man)足(zu)單個(ge)電(dian)站的(de)(de)智(zhi)能(neng)(neng)(neng)運(yun)維(wei)(wei)(wei)管(guan)理,也(ye)可(ke)滿(man)足(zu)多(duo)個(ge)電(dian)站的(de)(de)智(zhi)能(neng)(neng)(neng)集中運(yun)維(wei)(wei)(wei)管(guan)理,并在湖北等地區(qu)落地。 核心產品: 一、電(dian)站智(zhi)能(neng)(neng)(neng)運(yun)維(wei)(wei)(wei)平臺(tai) 1、 功率控制(zhi);通過(guo)下(xia)發的(de)(de)計劃曲線和(he)對上位機的(de)(de)干(gan)預(yu)進行(xing)具體(ti)的(de)(de)控制(zhi)邏輯判別,并智(zhi)能(neng)(neng)(neng)
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安科瑞
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國能日新
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1.53
一只貪吃貓(mao)
2023-04-22 19:17:00
視(shi)頻類算法的春天開始了
//mp.weixin.qq.com/s/phjRzc--XQku6CG0TRZCpQ 英偉(wei)達發布(bu)了文(wen)生高清視(shi)頻的(de)(de)多模態模型(xing),對(dui)于(yu)過去受困(kun)于(yu)視(shi)頻類訓練樣本采集難(nan),成本高的(de)(de)問題會得(de)到極大地改(gai)善。隨著數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)據成本的(de)(de)降低,更多的(de)(de)視(shi)頻算(suan)法打開(kai)應用場景,對(dui)于(yu)視(shi)頻類的(de)(de)云服務(wu)、邊緣服務(wu)都是極大的(de)(de)利好。這(zhe)種行業拐點打開(kai)了視(shi)頻算(suan)法的(de)(de)天花(hua)板。 湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)
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海康威視
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特斯拉
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瑞芯微
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全志科技
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大華股份
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0.94
一(yi)只貪吃貓
2023-04-02 00:39:31
國科微
一(yi)、背(bei)景: 3月(yue)31日晚(wan)間,國家網(wang)(wang)安(an)辦官宣(xuan)對(dui)(dui)美(mei)(mei)光(guang)(guang)公司(Micron)在(zai)華銷售的產品實施網(wang)(wang)絡安(an)全審(shen)查(cha)。美(mei)(mei)光(guang)(guang)是存(cun)(cun)儲(chu)(chu)(chu)芯(xin)片三(san)(san)巨頭之一(yi)。數據(ju)顯示,2022年第(di)四(si)季度,在(zai)全球DRAM市場,三(san)(san)星電子(zi)、SK海力士和美(mei)(mei)光(guang)(guang)科(ke)技(ji)排(pai)在(zai)前三(san)(san)名,市占(zhan)率(lv)分別為45.1%、27.7%和23.0%;在(zai)NAND市場,美(mei)(mei)光(guang)(guang)科(ke)技(ji)排(pai)名第(di)五,市占(zhan)率(lv)為12.3%;三(san)(san)星電子(zi)、SK海力士分列第(di)一(yi)、第(di)三(san)(san)位,市占(zhan)率(lv)分別為31.4%、18.5%。 與國內(nei)對(dui)(dui)應的存(cun)(cun)儲(chu)(chu)(chu)芯(xin)片廠(chang)商,長江(jiang)存(cun)(cun)儲(chu)(chu)(chu)NAND和長鑫存(cun)(cun)儲(chu)(chu)(chu)DRAM,兩家都(dou)取(qu)得了不錯的成(cheng)績(ji),但(dan)在(zai)高端存(cun)(cun)儲(chu)(chu)(chu)方面仍(reng)
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國科微
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江波龍
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兆易創新
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一只(zhi)貪吃貓
2022-07-04 02:27:19
突發(fa)!史上(shang)最大(da)規(gui)模信息泄(xie)露(lu),22.8t,10億條
上海國(guo)安數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)據泄露,已經(jing)開始發酵 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 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湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 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湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou) 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湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
貴州茅臺
1
2
3
0.42
一只貪吃貓
2022-06-28 13:28:04
電(dian)動車、光伏驅動薄膜電(dian)容(rong)需求(qiu)飆(biao)升,業績有(you)望持續超(chao)預期(qi)
1、薄(bo)膜(mo)電(dian)(dian)(dian)容(rong)(rong)最火(huo)的(de)(de)應用(yong)場景是在電(dian)(dian)(dian)動車和光伏(fu)。薄(bo)膜(mo)電(dian)(dian)(dian)容(rong)(rong)在電(dian)(dian)(dian)動車上價(jia)值量(liang)(liang)分別是電(dian)(dian)(dian)驅(qu)300元(yuan)、OBC150元(yuan)、快充充電(dian)(dian)(dian)樁80元(yuan)。光伏(fu)和儲能(neng)(neng)用(yong)在逆變器300元(yuan)左右。價(jia)值量(liang)(liang)占比不大,下(xia)游(you)對(dui)漲價(jia)不敏感。光伏(fu)領域如果沒有設計層面(mian)的(de)(de)升(sheng)級,鋁電(dian)(dian)(dian)解電(dian)(dian)(dian)容(rong)(rong)與薄(bo)膜(mo)電(dian)(dian)(dian)容(rong)(rong)沒有相互替(ti)代的(de)(de)可(ke)能(neng)(neng)(鋁電(dian)(dian)(dian)解電(dian)(dian)(dian)容(rong)(rong)便宜,薄(bo)膜(mo)電(dian)(dian)(dian)容(rong)(rong)功率(lv)高(gao))。伴隨新能(neng)(neng)源汽(qi)車高(gao)壓快充的(de)(de)滲透率(lv)提高(gao),憑(ping)借薄(bo)膜(mo)電(dian)(dian)(dian)容(rong)(rong)的(de)(de)整流能(neng)(neng)力(li)更優(you)、連續工(gong)作壽命(ming)長、耐溫性更強以及自愈性,新能(neng)(neng)源汽(qi)車領域的(de)(de)用(yong)量(liang)(liang)將(jiang)持續放(fang)量(liang)(liang)。21年新能(neng)(neng)源汽(qi)車BOPP膜(mo)需求至少1.2萬噸,規格為2.4-3.2um
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大東南
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5.39
一只貪(tan)吃貓
2022-06-23 14:52:22
大東南(nan):電(dian)(dian)動車、光伏帶動薄膜(mo)電(dian)(dian)容需求攀升,BOPP電(dian)(dian)容膜(mo)供不
1、薄(bo)膜電(dian)容(rong)(rong)(rong)(rong)最火的(de)應用場景(jing)是(shi)在(zai)電(dian)動車(che)和(he)光(guang)伏。薄(bo)膜電(dian)容(rong)(rong)(rong)(rong)在(zai)電(dian)動車(che)上價值量分別(bie)是(shi)電(dian)驅(qu)300元(yuan)、OBC150元(yuan)、快(kuai)(kuai)充充電(dian)樁(zhuang)80元(yuan)。光(guang)伏和(he)儲能用在(zai)逆變器300元(yuan)左(zuo)右。價值量占(zhan)比(bi)不大,下(xia)游對(dui)漲價不敏感。光(guang)伏領(ling)域如果沒有設計層面的(de)升(sheng)級,鋁電(dian)解電(dian)容(rong)(rong)(rong)(rong)與薄(bo)膜電(dian)容(rong)(rong)(rong)(rong)沒有相互(hu)替(ti)代(dai)的(de)可能(鋁電(dian)解電(dian)容(rong)(rong)(rong)(rong)便宜(yi),薄(bo)膜電(dian)容(rong)(rong)(rong)(rong)功率高)。伴(ban)隨新能源汽(qi)車(che)高壓快(kuai)(kuai)充的(de)滲透率提(ti)高,憑借薄(bo)膜電(dian)容(rong)(rong)(rong)(rong)的(de)整流能力更(geng)優、連(lian)續(xu)工作壽命長、耐溫性更(geng)強(qiang)以及(ji)自愈性,新能源汽(qi)車(che)領(ling)域的(de)用量將持續(xu)放量。21年新能源汽(qi)車(che)BOPP膜需求至少1.2萬噸,規格為(wei)2.4-3.2um
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大東南
8
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10.39
一(yi)只貪吃(chi)貓
2021-12-30 10:37:26
【江豐電(dian)子 4倍空(kong)(kong)(kong)間】進入200億美元半導體真(zhen)空(kong)(kong)(kong)件市場,打開10倍成長(chang)空(kong)(kong)(kong)間
【靶(ba)(ba)材(cai)業(ye)務】公(gong)司(si)主營業(ye)務給半導(dao)體Fab廠供應(ying)各類(lei)金(jin)屬靶(ba)(ba)材(cai),2019年全(quan)球(qiu)半導(dao)體設備(bei)(bei)銷(xiao)售額(e)600億(yi)美金(jin),整體靶(ba)(ba)材(cai)市(shi)(shi)(shi)場(chang)10億(yi)美金(jin),21年根據全(quan)球(qiu)半導(dao)體行(xing)業(ye)協(xie)會數據,半導(dao)體設備(bei)(bei)資本開支有(you)(you)望達(da)(da)到1030億(yi)美元,同比增長44%;22年全(quan)球(qiu)半導(dao)體設備(bei)(bei)資本開支有(you)(you)望達(da)(da)到1140億(yi)美金(jin)。22年臺積電資本開支從(cong)21年300億(yi)美金(jin)增加到400億(yi)美金(jin),對應(ying)靶(ba)(ba)材(cai)市(shi)(shi)(shi)場(chang)達(da)(da)到20億(yi)美金(jin)(市(shi)(shi)(shi)場(chang)空間進一步打開)公(gong)司(si)目前在各類(lei)細分靶(ba)(ba)材(cai)市(shi)(shi)(shi)場(chang)擁有(you)(you)全(quan)球(qiu)市(shi)(shi)(shi)場(chang)35%+占有(you)(you)率,客戶覆蓋臺積電、三星、海力士(shi)、德州儀器、鎂光、GlobalFound
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江豐電子
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有研新材
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8.02
一只貪(tan)吃(chi)貓
2021-12-23 11:57:02
江豐電子:產能毛利雙提升(sheng),全球靶材龍頭定增(zeng)擴產拓(tuo)展商業(ye)版圖(tu)
公司上(shang)市以來首次定(ding)增(zeng),計劃募資(zi)16.5億。投(tou)建寧波年(nian)(nian)產 5.2 萬(wan)個(ge)超(chao)(chao)大規模(mo)集成電(dian)(dian)(dian)路(lu)用超(chao)(chao)高純金屬濺(jian)射(she)靶材(cai)(cai)產業(ye)化項(xiang)目(mu)、浙江海(hai)寧年(nian)(nian)產 1.8 萬(wan)個(ge)超(chao)(chao)大規模(mo)集成電(dian)(dian)(dian)路(lu)用超(chao)(chao)高純金屬濺(jian)射(she)靶材(cai)(cai)產業(ye)化項(xiang)目(mu)、寧波江豐電(dian)(dian)(dian)子半導體(ti)材(cai)(cai)料研發中心(xin)建設項(xiang)目(mu)。此次定(ding)向增(zeng)發或將吸(xi)引大基(ji)金二期參投(tou)。 濺(jian)射(she)靶材(cai)(cai)全球空(kong)間163億美元,其中超(chao)(chao)過60%用于(yu)半導體(ti)相關領域(芯片10%、面板34%、光伏21%)。該領域對(dui)靶材(cai)(cai)技(ji)術要求高,純度要求分(fen)別為不低于(yu)5N5、5N和4N5。公司以芯片靶材(cai)(cai)為主(zhu),是全球龍頭芯片制造商臺積電(dian)(dian)(dian)的優秀供應(ying)商,技(ji)術
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江豐電子
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一(yi)只貪吃貓
2021-12-22 11:13:43
江豐電子(zi):產能毛利(li)雙提升,全球靶材龍(long)頭定增擴(kuo)產拓展商業版圖
公(gong)司上市以(yi)來首次定(ding)增,計劃募資16.5億(yi)。投(tou)建寧(ning)波年產(chan)(chan) 5.2 萬個(ge)超(chao)大規(gui)模(mo)集成電路用超(chao)高(gao)純金(jin)(jin)屬濺(jian)射(she)(she)靶(ba)材(cai)(cai)(cai)產(chan)(chan)業化項(xiang)目、浙江(jiang)海(hai)寧(ning)年產(chan)(chan) 1.8 萬個(ge)超(chao)大規(gui)模(mo)集成電路用超(chao)高(gao)純金(jin)(jin)屬濺(jian)射(she)(she)靶(ba)材(cai)(cai)(cai)產(chan)(chan)業化項(xiang)目、寧(ning)波江(jiang)豐電子(zi)半導體材(cai)(cai)(cai)料研發中心(xin)建設項(xiang)目。此次定(ding)向增發或將吸引大基金(jin)(jin)二期參投(tou)。 濺(jian)射(she)(she)靶(ba)材(cai)(cai)(cai)全球空間(jian)163億(yi)美元,其中超(chao)過60%用于半導體相(xiang)關領(ling)域(芯片(pian)10%、面板34%、光伏(fu)21%)。該(gai)領(ling)域對靶(ba)材(cai)(cai)(cai)技術要求高(gao),純度(du)要求分別為(wei)不(bu)低于5N5、5N和4N5。公(gong)司以(yi)芯片(pian)靶(ba)材(cai)(cai)(cai)為(wei)主,是全球龍頭芯片(pian)制造商臺積(ji)電的優秀供應商,技術
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江豐電子
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2.08
一只(zhi)貪(tan)吃貓
2021-10-15 14:45:27
5G消息有望本月全國試商用 千億通(tong)信市場(chang)增(zeng)量呼(hu)之欲出
下周有望啟動
5G消息有望本月全國試商用 千億通信市場增量呼之欲出
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夢網科技
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神州泰岳
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3.00
一只貪吃貓(mao)
2021-09-06 00:48:57
未來(lai)清潔能(neng)源系統——多(duo)能(neng)融合
目前甘肅已(yi)經在建
釷基熔鹽堆——跨越半個世紀的中國夢
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貴州茅臺
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0.89
一只貪吃貓
2021-09-06 00:38:40
未來(lai)潔凈能源系統——多(duo)能融(rong)合
未來的(de)(de)(de)西部將會是這個樣(yang)子(zi): 隨著經(jing)(jing)濟發(fa)展(zhan)(zhan)以(yi)及節能(neng)(neng)(neng)減(jian)排的(de)(de)(de)逐步推進(jin)(jin),我(wo)(wo)(wo)國對能(neng)(neng)(neng)源需求持(chi)續(xu)增大。裂(lie)變(bian)(bian)核(he)(he)(he)能(neng)(neng)(neng)作(zuo)為(wei)一種(zhong)安全(quan)、高效(xiao)的(de)(de)(de)綠色清(qing)潔能(neng)(neng)(neng)源,必將發(fa)揮越來越重(zhong)要(yao)(yao)的(de)(de)(de)作(zuo)用。 我(wo)(wo)(wo)們(men)不(bu)妨先來看一下(xia)裂(lie)變(bian)(bian)核(he)(he)(he)能(neng)(neng)(neng)的(de)(de)(de)發(fa)展(zhan)(zhan)歷程,從1950年(nian)的(de)(de)(de)原(yuan)型堆(dui)(dui)到第二代堆(dui)(dui)是一個前期的(de)(de)(de)發(fa)展(zhan)(zhan)階段,我(wo)(wo)(wo)國的(de)(de)(de)秦山核(he)(he)(he)電(dian)站就屬于反(fan)應堆(dui)(dui)里(li)面的(de)(de)(de)第二代堆(dui)(dui)。上世紀90年(nian)代以(yi)后(hou),人(ren)們(men)對核(he)(he)(he)反(fan)應堆(dui)(dui)的(de)(de)(de)安全(quan)性(xing)提(ti)出了更(geng)(geng)高的(de)(de)(de)要(yao)(yao)求,第三代核(he)(he)(he)反(fan)應堆(dui)(dui)應運(yun)而生。當(dang)然,隨著持(chi)續(xu)的(de)(de)(de)發(fa)展(zhan)(zhan),我(wo)(wo)(wo)們(men)對核(he)(he)(he)反(fan)應堆(dui)(dui)不(bu)僅提(ti)出了更(geng)(geng)高安全(quan)性(xing)的(de)(de)(de)要(yao)(yao)求,也包(bao)括(kuo)它的(de)(de)(de)經(jing)(jing)濟性(xing)和(he)可持(chi)續(xu)性(xing),裂(lie)變(bian)(bian)核(he)(he)(he)能(neng)(neng)(neng)的(de)(de)(de)發(fa)展(zhan)(zhan)終將進(jin)(jin)入第四代核(he)(he)(he)反(fan)
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ST航高
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3.65
一只貪(tan)吃貓(mao)
2021-08-31 01:39:40
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@Top Trader:低軌衛星—大國必爭之地,Iphone 13 打開商用新紀元
天風國際分析師郭明錤發布最新研報稱,iPhone 13硬件規格可支援低軌道衛星通訊。Apple開啟衛星通訊軟件功能,則可讓使用者即便不在4G/5G覆蓋范圍內也能通話與傳訊。一、iphone13潛伏時間節點臨近:2021年蘋果秋季發布會時間:按照往年的情況來看,基本上都是安排在9月份第二周或者是第三周
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一只貪吃貓
2021-08-14 13:14:27
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@綠韭:國林科技交流紀要20210812
一、公司介紹公司1994年成立,圍繞臭氧展開的,大型臭氧發生器和集成裝備,產生臭氧的氣體來源,氧氣為主,臭氧發生單元,接觸臭氧的接觸發生裝置,對外銷售的臭氧發生器和臭氧系統都有;然后衍生到了制氧機業務,也都是自制下游市政污水、空間消毒、灌裝飲料等等,紙漿漂白國外比較多,國內還沒攻克,半導體清洗也在研
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一只貪吃貓
2024-12-25 03:30:30
AI數據中心-安(an)科瑞
安科瑞(rui)20241224 海外(wai)(wai)的互聯網(wang)公(gong)司運營(ying)(ying)商(shang)capex在(zai)其中開(kai)始的十(shi)年(nian)都處(chu)在(zai)高速(su)的增長的階段。國內的資本開(kai)支(zhi)(zhi)從20年(nian)開(kai)始它的增長出現明(ming)顯的放緩。國內25年(nian)開(kai)始在(zai)AI的驅動下,互聯網(wang)巨(ju)頭、運營(ying)(ying)商(shang)在(zai)數據(ju)中心(xin)的資本開(kai)支(zhi)(zhi)將會加速(su),capex增速(su)可能會超過50%。 數據(ju)中心(xin)的投資機會大家比較(jiao)關注的除了服務器本身(shen)以外(wai)(wai)以及一些電力設備(bei)等(deng)(deng),包括(kuo)制冷,服務器機架,ups,變壓器等(deng)(deng)等(deng)(deng)。看之前有研(yan)究報告(gao)介紹,在(zai)算(suan)力數據(ju)中心(xin)設備(bei)成本占比中,像(xiang)冷卻(que)系統占比20%-25%,ups占比可能在(zai)20%這種現狀。其實在(zai)數據(ju)中心(xin)運
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安科瑞
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一只貪吃貓(mao)
2024-11-25 18:51:18
安(an)科瑞:AI電(dian)力-AI能效監控箱
隨著光伏(fu)補貼的逐(zhu)年下調(diao),通(tong)(tong)過(guo)運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)提(ti)高(gao)(gao)光伏(fu)電(dian)站(zhan)(zhan)收益(yi)的重要性日益(yi)凸顯,傳統運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)的低效及(ji)高(gao)(gao)成本已不(bu)能(neng)滿足(zu)運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)工作需求,伴隨AI快(kuai)速發展,光伏(fu)電(dian)站(zhan)(zhan)運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)也(ye)以O2O模式進入到智(zhi)(zhi)能(neng)化階段。安科(ke)瑞研發了(le)基(ji)于AI技術及(ji)大數(shu)據技術的光伏(fu)電(dian)站(zhan)(zhan)智(zhi)(zhi)能(neng)運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)平(ping)臺,以用戶為中心,通(tong)(tong)過(guo)提(ti)高(gao)(gao)電(dian)站(zhan)(zhan)運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)水平(ping),最(zui)終(zhong)可實(shi)現電(dian)站(zhan)(zhan)收益(yi)的提(ti)升。既(ji)可滿足(zu)單個電(dian)站(zhan)(zhan)的智(zhi)(zhi)能(neng)運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)管(guan)理(li),也(ye)可滿足(zu)多個電(dian)站(zhan)(zhan)的智(zhi)(zhi)能(neng)集中運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)管(guan)理(li),并在(zai)湖北等(deng)地(di)(di)區(qu)落(luo)地(di)(di)。 核心產品(pin): 一、電(dian)站(zhan)(zhan)智(zhi)(zhi)能(neng)運(yun)(yun)(yun)維(wei)(wei)(wei)(wei)平(ping)臺 1、 功率控(kong)制(zhi);通(tong)(tong)過(guo)下發的計劃曲線和(he)對上位機(ji)的干預(yu)進行具體的控(kong)制(zhi)邏輯判別(bie),并智(zhi)(zhi)能(neng)
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安科瑞
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國能日新
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一只貪吃貓
2023-04-22 19:17:00
視頻類算(suan)法的春(chun)天開(kai)始了
//mp.weixin.qq.com/s/phjRzc--XQku6CG0TRZCpQ 英偉達發布(bu)了文生(sheng)高(gao)(gao)清視(shi)(shi)頻(pin)的(de)(de)(de)多模(mo)態模(mo)型,對于(yu)(yu)過去受困于(yu)(yu)視(shi)(shi)頻(pin)類訓練樣(yang)本采集難,成本高(gao)(gao)的(de)(de)(de)問題(ti)會得到極大地改善。隨著數(shu)(shu)(shu)(shu)據成本的(de)(de)(de)降低,更多的(de)(de)(de)視(shi)(shi)頻(pin)算法(fa)打開(kai)應用場景,對于(yu)(yu)視(shi)(shi)頻(pin)類的(de)(de)(de)云服務(wu)、邊緣服務(wu)都是極大的(de)(de)(de)利好。這種行業拐點(dian)打開(kai)了視(shi)(shi)頻(pin)算法(fa)的(de)(de)(de)天花(hua)板。 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)
S
海康威視
S
特斯拉
S
瑞芯微
S
全志科技
S
大華股份
0
1
3
0.94
一(yi)只(zhi)貪吃貓
2023-04-02 00:39:31
國科(ke)微
一、背景(jing): 3月(yue)31日晚間,國家網安辦官宣對(dui)美(mei)(mei)光(guang)公司(Micron)在華銷售(shou)的(de)(de)產品實施網絡(luo)安全(quan)審(shen)查。美(mei)(mei)光(guang)是(shi)存(cun)儲(chu)芯片三(san)巨(ju)頭(tou)之一。數據顯示,2022年第(di)(di)四季度(du),在全(quan)球DRAM市場(chang),三(san)星(xing)電子、SK海(hai)力士和美(mei)(mei)光(guang)科(ke)技排(pai)(pai)在前三(san)名(ming),市占(zhan)率分(fen)別為(wei)45.1%、27.7%和23.0%;在NAND市場(chang),美(mei)(mei)光(guang)科(ke)技排(pai)(pai)名(ming)第(di)(di)五(wu),市占(zhan)率為(wei)12.3%;三(san)星(xing)電子、SK海(hai)力士分(fen)列第(di)(di)一、第(di)(di)三(san)位(wei),市占(zhan)率分(fen)別為(wei)31.4%、18.5%。 與國內對(dui)應的(de)(de)存(cun)儲(chu)芯片廠(chang)商,長(chang)江(jiang)存(cun)儲(chu)NAND和長(chang)鑫(xin)存(cun)儲(chu)DRAM,兩(liang)家都(dou)取(qu)得了(le)不錯(cuo)的(de)(de)成績(ji),但在高端存(cun)儲(chu)方面仍(reng)
S
國科微
S
江波龍
S
兆易創新
7
5
10
4.12
一只貪吃貓(mao)
2022-07-04 02:27:19
突發!史上最(zui)大(da)規(gui)模信息泄露,22.8t,10億條
上海國安數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)據(ju)泄露,已(yi)經開始(shi)發(fa)酵 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)
S
貴州茅臺
1
2
3
0.42
一只貪吃貓
2022-06-28 13:28:04
電動車、光(guang)伏驅(qu)動薄膜電容需(xu)求飆升(sheng),業績(ji)有望持續超預期
1、薄(bo)膜(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)最(zui)火的(de)(de)應(ying)用(yong)場景是在電(dian)(dian)(dian)(dian)動(dong)車(che)和光伏。薄(bo)膜(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)在電(dian)(dian)(dian)(dian)動(dong)車(che)上價值量(liang)(liang)分別是電(dian)(dian)(dian)(dian)驅300元(yuan)、OBC150元(yuan)、快充充電(dian)(dian)(dian)(dian)樁80元(yuan)。光伏和儲(chu)能(neng)用(yong)在逆變器300元(yuan)左右。價值量(liang)(liang)占比不(bu)大,下游對漲價不(bu)敏感。光伏領域(yu)如果沒有設計(ji)層面的(de)(de)升級,鋁電(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)容(rong)(rong)與薄(bo)膜(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)沒有相互替代的(de)(de)可能(neng)(鋁電(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)容(rong)(rong)便宜,薄(bo)膜(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)功(gong)率(lv)高(gao)(gao)(gao))。伴隨新(xin)能(neng)源(yuan)汽車(che)高(gao)(gao)(gao)壓快充的(de)(de)滲透(tou)率(lv)提高(gao)(gao)(gao),憑借薄(bo)膜(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)的(de)(de)整(zheng)流能(neng)力更(geng)優、連(lian)續(xu)工作壽命長、耐溫性(xing)更(geng)強以及(ji)自(zi)愈性(xing),新(xin)能(neng)源(yuan)汽車(che)領域(yu)的(de)(de)用(yong)量(liang)(liang)將(jiang)持續(xu)放量(liang)(liang)。21年新(xin)能(neng)源(yuan)汽車(che)BOPP膜(mo)需(xu)求至(zhi)少1.2萬(wan)噸(dun),規格為2.4-3.2um
S
大東南
1
4
6
5.39
一只貪吃貓
2022-06-23 14:52:22
大(da)東南:電動車、光伏帶動薄膜電容需求攀升,BOPP電容膜供(gong)不
1、薄(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)最火的應用(yong)(yong)場景是(shi)在電(dian)(dian)(dian)(dian)動車(che)和(he)光伏。薄(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)在電(dian)(dian)(dian)(dian)動車(che)上價值(zhi)量分(fen)別是(shi)電(dian)(dian)(dian)(dian)驅(qu)300元(yuan)(yuan)、OBC150元(yuan)(yuan)、快充充電(dian)(dian)(dian)(dian)樁80元(yuan)(yuan)。光伏和(he)儲能(neng)用(yong)(yong)在逆變器300元(yuan)(yuan)左(zuo)右。價值(zhi)量占比不大,下游對漲價不敏感(gan)。光伏領(ling)域如(ru)果沒有設計層面(mian)的升級,鋁電(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)容(rong)(rong)與薄(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)沒有相互替代(dai)的可能(neng)(鋁電(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)容(rong)(rong)便宜,薄(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)功率(lv)高)。伴隨新(xin)能(neng)源(yuan)(yuan)汽(qi)車(che)高壓快充的滲透率(lv)提高,憑借薄(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)容(rong)(rong)的整(zheng)流能(neng)力更(geng)優(you)、連續(xu)工作壽命長、耐溫性(xing)更(geng)強以及自愈性(xing),新(xin)能(neng)源(yuan)(yuan)汽(qi)車(che)領(ling)域的用(yong)(yong)量將持續(xu)放量。21年新(xin)能(neng)源(yuan)(yuan)汽(qi)車(che)BOPP膜(mo)(mo)需求至(zhi)少1.2萬噸,規格(ge)為2.4-3.2um
S
大東南
8
1
6
10.39
一只貪吃貓
2021-12-30 10:37:26
【江豐(feng)電子(zi) 4倍空(kong)(kong)間(jian)】進入(ru)200億美元半導體真空(kong)(kong)件市場,打開10倍成長空(kong)(kong)間(jian)
【靶(ba)(ba)材業務】公司主營業務給(gei)半導體Fab廠供(gong)應各(ge)類金(jin)(jin)屬靶(ba)(ba)材,2019年全球半導體設(she)(she)備(bei)(bei)銷售(shou)額600億(yi)美(mei)金(jin)(jin),整(zheng)體靶(ba)(ba)材市場(chang)(chang)10億(yi)美(mei)金(jin)(jin),21年根據(ju)(ju)全球半導體行(xing)業協(xie)會(hui)數據(ju)(ju),半導體設(she)(she)備(bei)(bei)資本(ben)開(kai)支有(you)望達(da)(da)到1030億(yi)美(mei)元,同比增(zeng)長44%;22年全球半導體設(she)(she)備(bei)(bei)資本(ben)開(kai)支有(you)望達(da)(da)到1140億(yi)美(mei)金(jin)(jin)。22年臺積電資本(ben)開(kai)支從21年300億(yi)美(mei)金(jin)(jin)增(zeng)加到400億(yi)美(mei)金(jin)(jin),對應靶(ba)(ba)材市場(chang)(chang)達(da)(da)到20億(yi)美(mei)金(jin)(jin)(市場(chang)(chang)空間進一(yi)步打開(kai))公司目前在各(ge)類細分靶(ba)(ba)材市場(chang)(chang)擁有(you)全球市場(chang)(chang)35%+占有(you)率(lv),客戶覆(fu)蓋臺積電、三星、海力士、德州儀器(qi)、鎂光(guang)、GlobalFound
S
江豐電子
S
有研新材
8
5
7
8.02
一只貪吃貓
2021-12-23 11:57:02
江豐電子:產(chan)能(neng)毛利雙提升,全球靶(ba)材龍頭定增擴產(chan)拓展商業版圖
公(gong)司(si)上市(shi)以來首次定增,計劃募資16.5億。投建(jian)寧(ning)波(bo)年產(chan) 5.2 萬個(ge)超(chao)(chao)大規(gui)模(mo)集成(cheng)電路用(yong)超(chao)(chao)高(gao)純金屬濺射(she)靶材(cai)(cai)產(chan)業化項(xiang)目(mu)(mu)、浙江海寧(ning)年產(chan) 1.8 萬個(ge)超(chao)(chao)大規(gui)模(mo)集成(cheng)電路用(yong)超(chao)(chao)高(gao)純金屬濺射(she)靶材(cai)(cai)產(chan)業化項(xiang)目(mu)(mu)、寧(ning)波(bo)江豐電子(zi)半導體材(cai)(cai)料研發(fa)(fa)中(zhong)心建(jian)設項(xiang)目(mu)(mu)。此次定向增發(fa)(fa)或將吸引大基金二期參投。 濺射(she)靶材(cai)(cai)全球(qiu)空間163億美元,其中(zhong)超(chao)(chao)過60%用(yong)于半導體相關領域(芯片10%、面板34%、光(guang)伏21%)。該領域對靶材(cai)(cai)技術要求高(gao),純度要求分別為不低于5N5、5N和4N5。公(gong)司(si)以芯片靶材(cai)(cai)為主,是全球(qiu)龍(long)頭芯片制造商(shang)臺積電的優秀供應商(shang),技術
S
江豐電子
1
0
2
3.16
一(yi)只貪吃(chi)貓
2021-12-22 11:13:43
江豐電子:產能毛利雙提升,全球靶材(cai)龍頭(tou)定增擴產拓展商業(ye)版圖
公司上市以來首次定增,計劃募資16.5億(yi)。投建(jian)寧波年產(chan) 5.2 萬個(ge)超大規(gui)模集(ji)成電(dian)路用超高(gao)純(chun)(chun)金屬濺射(she)靶(ba)(ba)(ba)材(cai)(cai)產(chan)業化(hua)項目(mu)、浙江海(hai)寧年產(chan) 1.8 萬個(ge)超大規(gui)模集(ji)成電(dian)路用超高(gao)純(chun)(chun)金屬濺射(she)靶(ba)(ba)(ba)材(cai)(cai)產(chan)業化(hua)項目(mu)、寧波江豐電(dian)子(zi)半導(dao)體(ti)材(cai)(cai)料研發中心建(jian)設項目(mu)。此次定向(xiang)增發或將吸(xi)引大基(ji)金二期參投。 濺射(she)靶(ba)(ba)(ba)材(cai)(cai)全球(qiu)空間163億(yi)美(mei)元,其中超過60%用于(yu)半導(dao)體(ti)相關(guan)領(ling)域(yu)(芯片(pian)10%、面(mian)板34%、光伏21%)。該領(ling)域(yu)對靶(ba)(ba)(ba)材(cai)(cai)技(ji)(ji)術要求高(gao),純(chun)(chun)度要求分別(bie)為不低于(yu)5N5、5N和4N5。公司以芯片(pian)靶(ba)(ba)(ba)材(cai)(cai)為主,是全球(qiu)龍頭芯片(pian)制造(zao)商臺積電(dian)的優秀供應商,技(ji)(ji)術
S
江豐電子
1
0
1
2.08
一只貪(tan)吃貓(mao)
2021-10-15 14:45:27
5G消(xiao)息有望(wang)本月全國試商用(yong) 千億通(tong)信(xin)市場增(zeng)量(liang)呼之欲出(chu)
下周有望啟動
5G消息有望本月全國試商用 千億通信市場增量呼之欲出
S
夢網科技
S
神州泰岳
1
4
1
3.00
一只貪吃貓
2021-09-06 00:48:57
未來(lai)清(qing)潔(jie)能源(yuan)系統——多(duo)能融合
目前甘肅已(yi)經在建(jian)
釷基熔鹽堆——跨越半個世紀的中國夢
S
貴州茅臺
7
1
1
0.89
一只(zhi)貪吃貓
2021-09-06 00:38:40
未來潔(jie)凈能源系統——多能融合
未來的(de)(de)西部將(jiang)會是這個樣子: 隨著經(jing)濟發(fa)(fa)展(zhan)以(yi)及節能(neng)(neng)(neng)(neng)(neng)減排(pai)的(de)(de)逐步推進,我國對能(neng)(neng)(neng)(neng)(neng)源需求持(chi)續增(zeng)大。裂(lie)(lie)變(bian)核(he)(he)能(neng)(neng)(neng)(neng)(neng)作(zuo)(zuo)為一(yi)種安(an)(an)全(quan)(quan)(quan)、高(gao)效(xiao)的(de)(de)綠色(se)清潔能(neng)(neng)(neng)(neng)(neng)源,必將(jiang)發(fa)(fa)揮(hui)越來越重(zhong)要的(de)(de)作(zuo)(zuo)用。 我們不妨先(xian)來看一(yi)下裂(lie)(lie)變(bian)核(he)(he)能(neng)(neng)(neng)(neng)(neng)的(de)(de)發(fa)(fa)展(zhan)歷(li)程,從(cong)1950年(nian)的(de)(de)原型堆(dui)到(dao)第(di)二代(dai)(dai)堆(dui)是一(yi)個前期(qi)的(de)(de)發(fa)(fa)展(zhan)階段,我國的(de)(de)秦山核(he)(he)電站就屬于反(fan)(fan)應(ying)(ying)堆(dui)里(li)面的(de)(de)第(di)二代(dai)(dai)堆(dui)。上世紀(ji)90年(nian)代(dai)(dai)以(yi)后,人們對核(he)(he)反(fan)(fan)應(ying)(ying)堆(dui)的(de)(de)安(an)(an)全(quan)(quan)(quan)性(xing)提出(chu)了(le)更(geng)高(gao)的(de)(de)要求,第(di)三(san)代(dai)(dai)核(he)(he)反(fan)(fan)應(ying)(ying)堆(dui)應(ying)(ying)運(yun)而生。當然,隨著持(chi)續的(de)(de)發(fa)(fa)展(zhan),我們對核(he)(he)反(fan)(fan)應(ying)(ying)堆(dui)不僅(jin)提出(chu)了(le)更(geng)高(gao)安(an)(an)全(quan)(quan)(quan)性(xing)的(de)(de)要求,也包括它的(de)(de)經(jing)濟性(xing)和可持(chi)續性(xing),裂(lie)(lie)變(bian)核(he)(he)能(neng)(neng)(neng)(neng)(neng)的(de)(de)發(fa)(fa)展(zhan)終將(jiang)進入第(di)四(si)代(dai)(dai)核(he)(he)反(fan)(fan)
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ST航高
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一只貪吃貓
2021-08-31 01:39:40
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@Top Trader:低軌衛星—大國必爭之地,Iphone 13 打開商用新紀元
天風國際分析師郭明錤發布最新研報稱,iPhone 13硬件規格可支援低軌道衛星通訊。Apple開啟衛星通訊軟件功能,則可讓使用者即便不在4G/5G覆蓋范圍內也能通話與傳訊。一、iphone13潛伏時間節點臨近:2021年蘋果秋季發布會時間:按照往年的情況來看,基本上都是安排在9月份第二周或者是第三周
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一只貪吃貓
2021-08-14 13:14:27
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@綠韭:國林科技交流紀要20210812
一、公司介紹公司1994年成立,圍繞臭氧展開的,大型臭氧發生器和集成裝備,產生臭氧的氣體來源,氧氣為主,臭氧發生單元,接觸臭氧的接觸發生裝置,對外銷售的臭氧發生器和臭氧系統都有;然后衍生到了制氧機業務,也都是自制下游市政污水、空間消毒、灌裝飲料等等,紙漿漂白國外比較多,國內還沒攻克,半導體清洗也在研
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一只貪吃貓
2024-12-25 03:30:30
AI數(shu)據中心-安科(ke)瑞(rui)
安科瑞20241224 海(hai)外(wai)的(de)(de)(de)(de)互(hu)聯網公司運營(ying)商(shang)capex在(zai)其中開始(shi)的(de)(de)(de)(de)十年(nian)都處在(zai)高(gao)速(su)的(de)(de)(de)(de)增長(chang)的(de)(de)(de)(de)階段。國內的(de)(de)(de)(de)資本(ben)開支(zhi)從(cong)20年(nian)開始(shi)它的(de)(de)(de)(de)增長(chang)出現(xian)明(ming)顯的(de)(de)(de)(de)放(fang)緩。國內25年(nian)開始(shi)在(zai)AI的(de)(de)(de)(de)驅(qu)動下,互(hu)聯網巨頭、運營(ying)商(shang)在(zai)數據中心(xin)的(de)(de)(de)(de)資本(ben)開支(zhi)將會加速(su),capex增速(su)可能會超過50%。 數據中心(xin)的(de)(de)(de)(de)投資機(ji)會大家比較關注的(de)(de)(de)(de)除了(le)服務器(qi)本(ben)身以外(wai)以及一些電(dian)力設備等,包括制冷,服務器(qi)機(ji)架(jia),ups,變壓器(qi)等等。看之前有研(yan)究(jiu)報告介紹,在(zai)算力數據中心(xin)設備成本(ben)占(zhan)(zhan)比中,像冷卻(que)系統占(zhan)(zhan)比20%-25%,ups占(zhan)(zhan)比可能在(zai)20%這種現(xian)狀。其實在(zai)數據中心(xin)運
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一只(zhi)貪吃貓
2024-11-25 18:51:18
安科瑞:AI電力-AI能效監控(kong)箱
隨著光伏(fu)補貼的(de)(de)逐年下(xia)(xia)調,通(tong)過(guo)運(yun)(yun)維(wei)(wei)(wei)(wei)提高光伏(fu)電(dian)(dian)站(zhan)收(shou)益(yi)的(de)(de)重要(yao)性日益(yi)凸顯,傳統運(yun)(yun)維(wei)(wei)(wei)(wei)的(de)(de)低效及(ji)高成本已不能(neng)(neng)(neng)滿(man)足(zu)運(yun)(yun)維(wei)(wei)(wei)(wei)工作需求,伴隨AI快速(su)發(fa)展,光伏(fu)電(dian)(dian)站(zhan)運(yun)(yun)維(wei)(wei)(wei)(wei)也以O2O模式進入(ru)到智(zhi)能(neng)(neng)(neng)化階段。安科瑞研發(fa)了基(ji)于AI技術及(ji)大數據技術的(de)(de)光伏(fu)電(dian)(dian)站(zhan)智(zhi)能(neng)(neng)(neng)運(yun)(yun)維(wei)(wei)(wei)(wei)平(ping)臺(tai),以用戶(hu)為中(zhong)心,通(tong)過(guo)提高電(dian)(dian)站(zhan)運(yun)(yun)維(wei)(wei)(wei)(wei)水平(ping),最終可(ke)實現電(dian)(dian)站(zhan)收(shou)益(yi)的(de)(de)提升。既可(ke)滿(man)足(zu)單個(ge)電(dian)(dian)站(zhan)的(de)(de)智(zhi)能(neng)(neng)(neng)運(yun)(yun)維(wei)(wei)(wei)(wei)管(guan)(guan)理,也可(ke)滿(man)足(zu)多個(ge)電(dian)(dian)站(zhan)的(de)(de)智(zhi)能(neng)(neng)(neng)集中(zhong)運(yun)(yun)維(wei)(wei)(wei)(wei)管(guan)(guan)理,并在湖北等地區(qu)落地。 核心產品: 一、電(dian)(dian)站(zhan)智(zhi)能(neng)(neng)(neng)運(yun)(yun)維(wei)(wei)(wei)(wei)平(ping)臺(tai) 1、 功率控制;通(tong)過(guo)下(xia)(xia)發(fa)的(de)(de)計劃曲(qu)線和(he)對上(shang)位(wei)機的(de)(de)干預進行具體的(de)(de)控制邏輯判別(bie),并智(zhi)能(neng)(neng)(neng)
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一只(zhi)貪(tan)吃貓(mao)
2023-04-22 19:17:00
視頻類(lei)算(suan)法的春天開(kai)始(shi)了
//mp.weixin.qq.com/s/phjRzc--XQku6CG0TRZCpQ 英偉(wei)達發布了文生高清視(shi)頻的(de)多(duo)模態模型,對于過去(qu)受(shou)困于視(shi)頻類訓練樣本采集難,成本高的(de)問題會(hui)得到極大地改善(shan)。隨(sui)著數(shu)(shu)(shu)(shu)(shu)(shu)(shu)據成本的(de)降低,更多(duo)的(de)視(shi)頻算法打(da)(da)開應用場景(jing),對于視(shi)頻類的(de)云(yun)服務、邊緣(yuan)服務都是極大的(de)利(li)好。這種行業拐點打(da)(da)開了視(shi)頻算法的(de)天(tian)花板。 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)
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海康威視
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特斯拉
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全志科技
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大華股份
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一只貪吃貓
2023-04-02 00:39:31
國(guo)科(ke)微
一(yi)、背景: 3月31日晚間(jian),國(guo)家網(wang)安辦官宣對(dui)美(mei)光公司(si)(Micron)在(zai)(zai)華銷售的產品實(shi)施(shi)網(wang)絡安全(quan)審查(cha)。美(mei)光是存(cun)(cun)(cun)儲芯片三(san)巨頭之一(yi)。數據顯示(shi),2022年第四季度,在(zai)(zai)全(quan)球DRAM市場,三(san)星電子(zi)、SK海(hai)(hai)力(li)士(shi)和美(mei)光科技排(pai)在(zai)(zai)前三(san)名(ming),市占(zhan)率(lv)(lv)分(fen)別為45.1%、27.7%和23.0%;在(zai)(zai)NAND市場,美(mei)光科技排(pai)名(ming)第五,市占(zhan)率(lv)(lv)為12.3%;三(san)星電子(zi)、SK海(hai)(hai)力(li)士(shi)分(fen)列第一(yi)、第三(san)位,市占(zhan)率(lv)(lv)分(fen)別為31.4%、18.5%。 與(yu)國(guo)內對(dui)應(ying)的存(cun)(cun)(cun)儲芯片廠商(shang),長江(jiang)存(cun)(cun)(cun)儲NAND和長鑫存(cun)(cun)(cun)儲DRAM,兩家都取(qu)得(de)了不錯(cuo)的成績,但在(zai)(zai)高端存(cun)(cun)(cun)儲方面仍
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一只貪吃貓
2022-07-04 02:27:19
突發!史上(shang)最大規模信息(xi)泄露,22.8t,10億(yi)條
上海國(guo)安數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)據泄露,已(yi)經開始發酵 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou) 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu) 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湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu)湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(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)(shu)(shu)(shu)(shu)(shu) 湊(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)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
貴州茅臺
1
2
3
0.42
一只貪吃貓
2022-06-28 13:28:04
電動車、光伏驅動薄膜電容需求(qiu)飆升,業績有望持續超預期
1、薄(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)最(zui)火的(de)應用(yong)(yong)(yong)場景是(shi)在(zai)電(dian)(dian)(dian)(dian)(dian)動車(che)(che)和光伏(fu)(fu)。薄(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)在(zai)電(dian)(dian)(dian)(dian)(dian)動車(che)(che)上價(jia)值量分別是(shi)電(dian)(dian)(dian)(dian)(dian)驅300元(yuan)、OBC150元(yuan)、快充(chong)充(chong)電(dian)(dian)(dian)(dian)(dian)樁80元(yuan)。光伏(fu)(fu)和儲(chu)能用(yong)(yong)(yong)在(zai)逆變器300元(yuan)左右。價(jia)值量占(zhan)比不(bu)大,下游對漲(zhang)價(jia)不(bu)敏(min)感(gan)。光伏(fu)(fu)領域(yu)如果(guo)沒有(you)(you)設計層面(mian)的(de)升級(ji),鋁(lv)電(dian)(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)(dian)容(rong)與薄(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)沒有(you)(you)相互替(ti)代的(de)可能(鋁(lv)電(dian)(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)(dian)容(rong)便宜(yi),薄(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)功(gong)率高(gao))。伴隨新(xin)(xin)能源(yuan)汽(qi)車(che)(che)高(gao)壓快充(chong)的(de)滲透率提高(gao),憑借(jie)薄(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)的(de)整流能力更優、連續(xu)工作壽命長、耐溫性更強(qiang)以及自愈(yu)性,新(xin)(xin)能源(yuan)汽(qi)車(che)(che)領域(yu)的(de)用(yong)(yong)(yong)量將持續(xu)放量。21年新(xin)(xin)能源(yuan)汽(qi)車(che)(che)BOPP膜(mo)需求至少1.2萬噸,規格為2.4-3.2um
S
大東南
1
4
6
5.39
一只貪吃貓
2022-06-23 14:52:22
大東南:電(dian)動車、光伏(fu)帶(dai)動薄膜電(dian)容需求攀升,BOPP電(dian)容膜供不
1、薄(bo)(bo)(bo)(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)最(zui)火的(de)應用(yong)場景是在(zai)電(dian)(dian)(dian)(dian)(dian)動車(che)(che)和光伏(fu)。薄(bo)(bo)(bo)(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)在(zai)電(dian)(dian)(dian)(dian)(dian)動車(che)(che)上(shang)價值量分別是電(dian)(dian)(dian)(dian)(dian)驅300元、OBC150元、快(kuai)充(chong)(chong)(chong)充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)樁80元。光伏(fu)和儲能(neng)(neng)(neng)用(yong)在(zai)逆變器300元左右。價值量占比不大,下游對(dui)漲價不敏感(gan)。光伏(fu)領域(yu)如果沒有設(she)計層(ceng)面的(de)升級,鋁(lv)電(dian)(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)與薄(bo)(bo)(bo)(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)沒有相互替(ti)代(dai)的(de)可能(neng)(neng)(neng)(鋁(lv)電(dian)(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)便宜(yi),薄(bo)(bo)(bo)(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)功率(lv)高)。伴隨新能(neng)(neng)(neng)源(yuan)(yuan)汽車(che)(che)高壓快(kuai)充(chong)(chong)(chong)的(de)滲透率(lv)提(ti)高,憑(ping)借(jie)薄(bo)(bo)(bo)(bo)膜(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)的(de)整流能(neng)(neng)(neng)力更優、連續(xu)工(gong)作(zuo)壽命(ming)長、耐溫性更強以及自愈性,新能(neng)(neng)(neng)源(yuan)(yuan)汽車(che)(che)領域(yu)的(de)用(yong)量將持續(xu)放(fang)量。21年新能(neng)(neng)(neng)源(yuan)(yuan)汽車(che)(che)BOPP膜(mo)需求至少1.2萬噸,規格為2.4-3.2um
S
大東南
8
1
6
10.39
一只(zhi)貪吃貓
2021-12-30 10:37:26
【江豐電子 4倍空(kong)間(jian)】進入200億美元半(ban)導體真空(kong)件市場,打開10倍成長空(kong)間(jian)
【靶(ba)(ba)材(cai)(cai)業(ye)務】公(gong)司主營業(ye)務給(gei)半(ban)導(dao)體(ti)(ti)Fab廠供應各類(lei)金(jin)屬靶(ba)(ba)材(cai)(cai),2019年(nian)全(quan)球半(ban)導(dao)體(ti)(ti)設(she)備銷售額(e)600億(yi)(yi)美(mei)(mei)(mei)金(jin),整體(ti)(ti)靶(ba)(ba)材(cai)(cai)市(shi)場10億(yi)(yi)美(mei)(mei)(mei)金(jin),21年(nian)根據全(quan)球半(ban)導(dao)體(ti)(ti)行(xing)業(ye)協會數據,半(ban)導(dao)體(ti)(ti)設(she)備資本(ben)開支(zhi)有(you)(you)望達(da)(da)到(dao)1030億(yi)(yi)美(mei)(mei)(mei)元,同比增(zeng)長44%;22年(nian)全(quan)球半(ban)導(dao)體(ti)(ti)設(she)備資本(ben)開支(zhi)有(you)(you)望達(da)(da)到(dao)1140億(yi)(yi)美(mei)(mei)(mei)金(jin)。22年(nian)臺積(ji)電資本(ben)開支(zhi)從(cong)21年(nian)300億(yi)(yi)美(mei)(mei)(mei)金(jin)增(zeng)加到(dao)400億(yi)(yi)美(mei)(mei)(mei)金(jin),對應靶(ba)(ba)材(cai)(cai)市(shi)場達(da)(da)到(dao)20億(yi)(yi)美(mei)(mei)(mei)金(jin)(市(shi)場空間(jian)進一(yi)步打開)公(gong)司目前在(zai)各類(lei)細分靶(ba)(ba)材(cai)(cai)市(shi)場擁有(you)(you)全(quan)球市(shi)場35%+占有(you)(you)率,客戶覆蓋臺積(ji)電、三星、海力士、德州儀器、鎂(mei)光、GlobalFound
S
江豐電子
S
有研新材
8
5
7
8.02
一只貪吃(chi)貓
2021-12-23 11:57:02
江豐電子:產能毛利雙提升,全(quan)球靶材(cai)龍頭定(ding)增擴產拓(tuo)展商業版圖
公(gong)司上市以來首次定增,計(ji)劃(hua)募資16.5億(yi)。投建寧波年(nian)產(chan) 5.2 萬個超大規模集(ji)成電(dian)路用(yong)超高(gao)純(chun)金(jin)(jin)屬(shu)濺射靶(ba)材產(chan)業化項(xiang)目、浙江海寧年(nian)產(chan) 1.8 萬個超大規模集(ji)成電(dian)路用(yong)超高(gao)純(chun)金(jin)(jin)屬(shu)濺射靶(ba)材產(chan)業化項(xiang)目、寧波江豐電(dian)子(zi)半(ban)導體(ti)材料(liao)研發(fa)中心建設項(xiang)目。此次定向(xiang)增發(fa)或(huo)將吸引大基(ji)金(jin)(jin)二期(qi)參投。 濺射靶(ba)材全球(qiu)空間163億(yi)美元,其中超過60%用(yong)于(yu)半(ban)導體(ti)相關領域(yu)(yu)(芯(xin)片(pian)10%、面板34%、光(guang)伏21%)。該領域(yu)(yu)對靶(ba)材技(ji)術(shu)要(yao)求高(gao),純(chun)度要(yao)求分別為(wei)不(bu)低于(yu)5N5、5N和4N5。公(gong)司以芯(xin)片(pian)靶(ba)材為(wei)主,是全球(qiu)龍頭芯(xin)片(pian)制造商(shang)臺積(ji)電(dian)的優秀供應商(shang),技(ji)術(shu)
S
江豐電子
1
0
2
3.16
一只貪吃貓
2021-12-22 11:13:43
江豐電子:產(chan)能(neng)毛利(li)雙提(ti)升,全球靶材(cai)龍頭定增擴產(chan)拓展商業版(ban)圖
公(gong)司上市以(yi)來首次定(ding)增(zeng),計劃募資16.5億。投建(jian)寧波年產(chan) 5.2 萬個超(chao)(chao)大規模集(ji)成(cheng)電(dian)路(lu)用(yong)(yong)超(chao)(chao)高(gao)純(chun)(chun)金(jin)屬濺(jian)射(she)(she)靶(ba)(ba)材(cai)(cai)產(chan)業化(hua)項(xiang)(xiang)目(mu)、浙江海寧年產(chan) 1.8 萬個超(chao)(chao)大規模集(ji)成(cheng)電(dian)路(lu)用(yong)(yong)超(chao)(chao)高(gao)純(chun)(chun)金(jin)屬濺(jian)射(she)(she)靶(ba)(ba)材(cai)(cai)產(chan)業化(hua)項(xiang)(xiang)目(mu)、寧波江豐電(dian)子(zi)半導體材(cai)(cai)料研發(fa)中心(xin)建(jian)設項(xiang)(xiang)目(mu)。此(ci)次定(ding)向增(zeng)發(fa)或將(jiang)吸引(yin)大基金(jin)二(er)期參投。 濺(jian)射(she)(she)靶(ba)(ba)材(cai)(cai)全球空間163億美元,其中超(chao)(chao)過60%用(yong)(yong)于半導體相(xiang)關(guan)領(ling)域(芯片(pian)(pian)10%、面板34%、光(guang)伏21%)。該領(ling)域對靶(ba)(ba)材(cai)(cai)技(ji)術要求高(gao),純(chun)(chun)度(du)要求分別為(wei)(wei)不低于5N5、5N和(he)4N5。公(gong)司以(yi)芯片(pian)(pian)靶(ba)(ba)材(cai)(cai)為(wei)(wei)主,是全球龍(long)頭芯片(pian)(pian)制造(zao)商臺積電(dian)的優(you)秀供應商,技(ji)術
S
江豐電子
1
0
1
2.08
一只貪吃貓(mao)
2021-10-15 14:45:27
5G消息有望本月全國試商用 千億通信市(shi)場增量呼之欲出(chu)
下(xia)周有望啟動(dong)
5G消息有望本月全國試商用 千億通信市場增量呼之欲出
S
夢網科技
S
神州泰岳
1
4
1
3.00
一(yi)只(zhi)貪吃(chi)貓
2021-09-06 00:48:57
未來清潔能源系統——多(duo)能融合
目(mu)前甘肅已經在建
釷基熔鹽堆——跨越半個世紀的中國夢
S
貴州茅臺
7
1
1
0.89
一只(zhi)貪吃(chi)貓
2021-09-06 00:38:40
未來潔(jie)凈能(neng)源系統——多(duo)能(neng)融(rong)合
未來(lai)的(de)(de)西部將會是這個(ge)樣子: 隨(sui)著(zhu)經(jing)濟發(fa)展(zhan)(zhan)以及節(jie)能(neng)減(jian)排(pai)的(de)(de)逐步推(tui)進,我(wo)(wo)國(guo)對(dui)(dui)能(neng)源需求持續(xu)增大。裂變(bian)核(he)能(neng)作(zuo)(zuo)為(wei)一(yi)(yi)種安全、高效的(de)(de)綠色清(qing)潔能(neng)源,必(bi)將發(fa)揮(hui)越來(lai)越重要的(de)(de)作(zuo)(zuo)用(yong)。 我(wo)(wo)們不(bu)妨先(xian)來(lai)看一(yi)(yi)下裂變(bian)核(he)能(neng)的(de)(de)發(fa)展(zhan)(zhan)歷程,從(cong)1950年的(de)(de)原型堆(dui)(dui)到(dao)第(di)(di)二代(dai)(dai)堆(dui)(dui)是一(yi)(yi)個(ge)前期(qi)的(de)(de)發(fa)展(zhan)(zhan)階段,我(wo)(wo)國(guo)的(de)(de)秦(qin)山核(he)電站(zhan)就屬于(yu)反(fan)(fan)(fan)應(ying)堆(dui)(dui)里(li)面的(de)(de)第(di)(di)二代(dai)(dai)堆(dui)(dui)。上世紀90年代(dai)(dai)以后(hou),人們對(dui)(dui)核(he)反(fan)(fan)(fan)應(ying)堆(dui)(dui)的(de)(de)安全性(xing)提出了(le)更高的(de)(de)要求,第(di)(di)三代(dai)(dai)核(he)反(fan)(fan)(fan)應(ying)堆(dui)(dui)應(ying)運而生。當然,隨(sui)著(zhu)持續(xu)的(de)(de)發(fa)展(zhan)(zhan),我(wo)(wo)們對(dui)(dui)核(he)反(fan)(fan)(fan)應(ying)堆(dui)(dui)不(bu)僅提出了(le)更高安全性(xing)的(de)(de)要求,也包括它的(de)(de)經(jing)濟性(xing)和可持續(xu)性(xing),裂變(bian)核(he)能(neng)的(de)(de)發(fa)展(zhan)(zhan)終將進入(ru)第(di)(di)四代(dai)(dai)核(he)反(fan)(fan)(fan)
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ST航高
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一(yi)只貪(tan)吃貓
2021-08-31 01:39:40
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@Top Trader:低軌衛星—大國必爭之地,Iphone 13 打開商用新紀元
天風國際分析師郭明錤發布最新研報稱,iPhone 13硬件規格可支援低軌道衛星通訊。Apple開啟衛星通訊軟件功能,則可讓使用者即便不在4G/5G覆蓋范圍內也能通話與傳訊。一、iphone13潛伏時間節點臨近:2021年蘋果秋季發布會時間:按照往年的情況來看,基本上都是安排在9月份第二周或者是第三周
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一只(zhi)貪吃貓
2021-08-14 13:14:27
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@綠韭:國林科技交流紀要20210812
一、公司介紹公司1994年成立,圍繞臭氧展開的,大型臭氧發生器和集成裝備,產生臭氧的氣體來源,氧氣為主,臭氧發生單元,接觸臭氧的接觸發生裝置,對外銷售的臭氧發生器和臭氧系統都有;然后衍生到了制氧機業務,也都是自制下游市政污水、空間消毒、灌裝飲料等等,紙漿漂白國外比較多,國內還沒攻克,半導體清洗也在研
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一只(zhi)貪吃貓
2024-12-25 03:30:30
AI數(shu)據中心-安科瑞
安(an)科瑞(rui)20241224 海外的(de)(de)(de)互聯網公司(si)運(yun)營(ying)商capex在其中(zhong)開(kai)(kai)始的(de)(de)(de)十年都(dou)處在高速(su)的(de)(de)(de)增長的(de)(de)(de)階段(duan)。國(guo)內(nei)的(de)(de)(de)資本開(kai)(kai)支(zhi)從20年開(kai)(kai)始它的(de)(de)(de)增長出現(xian)明(ming)顯(xian)的(de)(de)(de)放緩。國(guo)內(nei)25年開(kai)(kai)始在AI的(de)(de)(de)驅動下,互聯網巨頭、運(yun)營(ying)商在數(shu)據(ju)中(zhong)心的(de)(de)(de)資本開(kai)(kai)支(zhi)將會(hui)加速(su),capex增速(su)可(ke)能會(hui)超過50%。 數(shu)據(ju)中(zhong)心的(de)(de)(de)投資機會(hui)大家比較關注的(de)(de)(de)除(chu)了服務(wu)器(qi)(qi)本身以(yi)外以(yi)及一些電力設備(bei)等(deng),包括(kuo)制冷(leng),服務(wu)器(qi)(qi)機架,ups,變壓(ya)器(qi)(qi)等(deng)等(deng)。看(kan)之前有研究(jiu)報告(gao)介紹(shao),在算力數(shu)據(ju)中(zhong)心設備(bei)成本占(zhan)比中(zhong),像冷(leng)卻系統(tong)占(zhan)比20%-25%,ups占(zhan)比可(ke)能在20%這種現(xian)狀(zhuang)。其實在數(shu)據(ju)中(zhong)心運(yun)
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安科瑞
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1.89
一(yi)只貪吃貓
2024-11-25 18:51:18
安科瑞(rui):AI電力-AI能效監控箱
隨著光(guang)伏(fu)補貼的逐(zhu)年(nian)下調(diao),通過(guo)(guo)運(yun)維(wei)(wei)提(ti)高(gao)光(guang)伏(fu)電(dian)(dian)站收益(yi)(yi)的重要性日益(yi)(yi)凸(tu)顯,傳統(tong)運(yun)維(wei)(wei)的低效及高(gao)成本(ben)已不能(neng)(neng)(neng)(neng)滿(man)足(zu)(zu)運(yun)維(wei)(wei)工(gong)作需求,伴隨AI快速發展,光(guang)伏(fu)電(dian)(dian)站運(yun)維(wei)(wei)也以(yi)O2O模式進入到智(zhi)能(neng)(neng)(neng)(neng)化(hua)階段。安科瑞(rui)研發了基(ji)于AI技術(shu)及大數據(ju)技術(shu)的光(guang)伏(fu)電(dian)(dian)站智(zhi)能(neng)(neng)(neng)(neng)運(yun)維(wei)(wei)平(ping)臺(tai),以(yi)用戶為中心,通過(guo)(guo)提(ti)高(gao)電(dian)(dian)站運(yun)維(wei)(wei)水平(ping),最終可(ke)實現電(dian)(dian)站收益(yi)(yi)的提(ti)升。既可(ke)滿(man)足(zu)(zu)單個(ge)電(dian)(dian)站的智(zhi)能(neng)(neng)(neng)(neng)運(yun)維(wei)(wei)管理,也可(ke)滿(man)足(zu)(zu)多個(ge)電(dian)(dian)站的智(zhi)能(neng)(neng)(neng)(neng)集(ji)中運(yun)維(wei)(wei)管理,并(bing)在(zai)湖(hu)北等(deng)地區落地。 核心產品: 一、電(dian)(dian)站智(zhi)能(neng)(neng)(neng)(neng)運(yun)維(wei)(wei)平(ping)臺(tai) 1、 功率控(kong)制(zhi)(zhi);通過(guo)(guo)下發的計劃曲(qu)線和對上位機的干預進行具體的控(kong)制(zhi)(zhi)邏輯判別,并(bing)智(zhi)能(neng)(neng)(neng)(neng)
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一只貪吃貓(mao)
2023-04-22 19:17:00
視頻類算法的春天開(kai)始(shi)了
//mp.weixin.qq.com/s/phjRzc--XQku6CG0TRZCpQ 英(ying)偉達發(fa)布了(le)文生高(gao)清視(shi)頻(pin)的(de)(de)多模態模型,對于過去(qu)受困(kun)于視(shi)頻(pin)類訓練樣本采集難(nan),成本高(gao)的(de)(de)問題會(hui)得(de)到極(ji)大地(di)改善。隨著數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)據成本的(de)(de)降低,更多的(de)(de)視(shi)頻(pin)算法打開應用場景,對于視(shi)頻(pin)類的(de)(de)云服務(wu)、邊緣服務(wu)都(dou)是極(ji)大的(de)(de)利好。這種行(xing)業拐點打開了(le)視(shi)頻(pin)算法的(de)(de)天(tian)花板。 湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)
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海康威視
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特斯拉
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瑞芯微
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全志科技
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大華股份
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0.94
一(yi)只貪(tan)吃貓
2023-04-02 00:39:31
國科微(wei)
一(yi)(yi)、背景(jing): 3月31日(ri)晚間(jian),國(guo)家網(wang)安(an)辦官(guan)宣對美(mei)光(guang)公司(Micron)在華銷(xiao)售的(de)(de)產(chan)品實施網(wang)絡安(an)全審查。美(mei)光(guang)是存(cun)(cun)(cun)儲(chu)(chu)芯片三巨頭之一(yi)(yi)。數(shu)據顯示,2022年第四季(ji)度,在全球DRAM市場,三星(xing)電(dian)子(zi)(zi)、SK海(hai)力士和美(mei)光(guang)科(ke)技排在前(qian)三名(ming),市占(zhan)(zhan)率分(fen)(fen)別為45.1%、27.7%和23.0%;在NAND市場,美(mei)光(guang)科(ke)技排名(ming)第五,市占(zhan)(zhan)率為12.3%;三星(xing)電(dian)子(zi)(zi)、SK海(hai)力士分(fen)(fen)列第一(yi)(yi)、第三位,市占(zhan)(zhan)率分(fen)(fen)別為31.4%、18.5%。 與國(guo)內對應的(de)(de)存(cun)(cun)(cun)儲(chu)(chu)芯片廠商,長江存(cun)(cun)(cun)儲(chu)(chu)NAND和長鑫存(cun)(cun)(cun)儲(chu)(chu)DRAM,兩家都取得了不錯的(de)(de)成(cheng)績(ji),但在高端存(cun)(cun)(cun)儲(chu)(chu)方面仍
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國科微
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江波龍
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兆易創新
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4.12
一(yi)只貪吃貓
2022-07-04 02:27:19
突發!史(shi)上(shang)最大規模(mo)信(xin)息泄露,22.8t,10億條
上海國安數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)據泄露,已經開始發酵 湊(cou)(cou)(cou)(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)(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)(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)(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)(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)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou) 湊(cou)(cou)(cou)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 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湊(cou)(cou)(cou)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(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)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
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貴州茅臺
1
2
3
0.42
一(yi)只貪(tan)吃貓
2022-06-28 13:28:04
電(dian)動車、光伏驅動薄膜電(dian)容需求飆升(sheng),業績有望(wang)持續超預(yu)期
1、薄膜(mo)電(dian)(dian)(dian)(dian)容(rong)最火(huo)的(de)(de)應用(yong)場景(jing)是在電(dian)(dian)(dian)(dian)動(dong)車(che)和光伏(fu)。薄膜(mo)電(dian)(dian)(dian)(dian)容(rong)在電(dian)(dian)(dian)(dian)動(dong)車(che)上價值量分(fen)別是電(dian)(dian)(dian)(dian)驅300元(yuan)、OBC150元(yuan)、快充(chong)充(chong)電(dian)(dian)(dian)(dian)樁80元(yuan)。光伏(fu)和儲能用(yong)在逆變(bian)器300元(yuan)左右(you)。價值量占比不(bu)大,下游對漲價不(bu)敏感。光伏(fu)領域如果沒有設計層面的(de)(de)升級,鋁電(dian)(dian)(dian)(dian)解(jie)(jie)電(dian)(dian)(dian)(dian)容(rong)與薄膜(mo)電(dian)(dian)(dian)(dian)容(rong)沒有相互替(ti)代的(de)(de)可能(鋁電(dian)(dian)(dian)(dian)解(jie)(jie)電(dian)(dian)(dian)(dian)容(rong)便宜,薄膜(mo)電(dian)(dian)(dian)(dian)容(rong)功率高(gao))。伴(ban)隨新能源(yuan)汽車(che)高(gao)壓快充(chong)的(de)(de)滲透率提高(gao),憑借(jie)薄膜(mo)電(dian)(dian)(dian)(dian)容(rong)的(de)(de)整流(liu)能力(li)更(geng)優、連續工作壽命(ming)長、耐(nai)溫性(xing)更(geng)強以及自愈性(xing),新能源(yuan)汽車(che)領域的(de)(de)用(yong)量將持續放(fang)量。21年(nian)新能源(yuan)汽車(che)BOPP膜(mo)需求至(zhi)少1.2萬噸,規格為2.4-3.2um
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大東南
1
4
6
5.39
一(yi)只貪吃貓
2022-06-23 14:52:22
大東南:電(dian)動(dong)車、光伏帶(dai)動(dong)薄膜電(dian)容(rong)需求攀升,BOPP電(dian)容(rong)膜供不
1、薄(bo)膜(mo)電(dian)(dian)容最火的應(ying)用場景是(shi)在(zai)電(dian)(dian)動車(che)和光(guang)(guang)伏(fu)。薄(bo)膜(mo)電(dian)(dian)容在(zai)電(dian)(dian)動車(che)上價(jia)值量(liang)分別是(shi)電(dian)(dian)驅300元(yuan)、OBC150元(yuan)、快充(chong)充(chong)電(dian)(dian)樁(zhuang)80元(yuan)。光(guang)(guang)伏(fu)和儲(chu)能(neng)(neng)(neng)用在(zai)逆變(bian)器300元(yuan)左右。價(jia)值量(liang)占比(bi)不(bu)大(da),下游對漲價(jia)不(bu)敏(min)感(gan)。光(guang)(guang)伏(fu)領域(yu)如(ru)果沒有(you)設(she)計層面的升級(ji),鋁電(dian)(dian)解電(dian)(dian)容與(yu)薄(bo)膜(mo)電(dian)(dian)容沒有(you)相互替代的可能(neng)(neng)(neng)(鋁電(dian)(dian)解電(dian)(dian)容便宜,薄(bo)膜(mo)電(dian)(dian)容功率高)。伴隨新能(neng)(neng)(neng)源(yuan)(yuan)汽車(che)高壓快充(chong)的滲(shen)透(tou)率提高,憑借薄(bo)膜(mo)電(dian)(dian)容的整流能(neng)(neng)(neng)力更優、連續工作壽命長、耐溫性更強以及自愈性,新能(neng)(neng)(neng)源(yuan)(yuan)汽車(che)領域(yu)的用量(liang)將持續放量(liang)。21年(nian)新能(neng)(neng)(neng)源(yuan)(yuan)汽車(che)BOPP膜(mo)需求至少1.2萬噸(dun),規(gui)格(ge)為2.4-3.2um
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大東南
8
1
6
10.39
一只(zhi)貪(tan)吃貓
2021-12-30 10:37:26
【江豐電(dian)子 4倍空間(jian)】進入200億美元半導(dao)體真空件(jian)市(shi)場,打開(kai)10倍成長空間(jian)
【靶材(cai)(cai)業務】公司(si)主(zhu)營業務給(gei)半(ban)導體(ti)Fab廠供應各類金(jin)(jin)屬(shu)靶材(cai)(cai),2019年(nian)全(quan)球半(ban)導體(ti)設(she)備銷(xiao)售(shou)額600億(yi)(yi)美(mei)(mei)(mei)金(jin)(jin),整體(ti)靶材(cai)(cai)市場(chang)10億(yi)(yi)美(mei)(mei)(mei)金(jin)(jin),21年(nian)根(gen)據(ju)(ju)全(quan)球半(ban)導體(ti)行業協會數據(ju)(ju),半(ban)導體(ti)設(she)備資本(ben)開(kai)支(zhi)有(you)望達(da)到1030億(yi)(yi)美(mei)(mei)(mei)元,同比增長44%;22年(nian)全(quan)球半(ban)導體(ti)設(she)備資本(ben)開(kai)支(zhi)有(you)望達(da)到1140億(yi)(yi)美(mei)(mei)(mei)金(jin)(jin)。22年(nian)臺積電(dian)資本(ben)開(kai)支(zhi)從21年(nian)300億(yi)(yi)美(mei)(mei)(mei)金(jin)(jin)增加到400億(yi)(yi)美(mei)(mei)(mei)金(jin)(jin),對應靶材(cai)(cai)市場(chang)達(da)到20億(yi)(yi)美(mei)(mei)(mei)金(jin)(jin)(市場(chang)空間進一步打開(kai))公司(si)目前(qian)在各類細(xi)分(fen)靶材(cai)(cai)市場(chang)擁有(you)全(quan)球市場(chang)35%+占(zhan)有(you)率,客戶(hu)覆蓋臺積電(dian)、三星、海(hai)力士、德州儀器、鎂(mei)光、GlobalFound
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江豐電子
S
有研新材
8
5
7
8.02
一只貪吃貓
2021-12-23 11:57:02
江(jiang)豐電子:產能毛利雙提(ti)升,全球靶材龍頭定增擴產拓展商(shang)業版(ban)圖(tu)
公(gong)司上市以來首次定增(zeng)(zeng),計劃募資(zi)16.5億。投建(jian)(jian)寧波年產 5.2 萬個(ge)超(chao)大(da)(da)(da)規模集成電路用超(chao)高(gao)純金屬濺(jian)射(she)(she)靶材(cai)產業化項(xiang)目、浙(zhe)江海寧年產 1.8 萬個(ge)超(chao)大(da)(da)(da)規模集成電路用超(chao)高(gao)純金屬濺(jian)射(she)(she)靶材(cai)產業化項(xiang)目、寧波江豐電子半導體(ti)材(cai)料研發中(zhong)(zhong)心(xin)建(jian)(jian)設項(xiang)目。此次定向增(zeng)(zeng)發或(huo)將吸(xi)引大(da)(da)(da)基金二(er)期參(can)投。 濺(jian)射(she)(she)靶材(cai)全球空間163億美元(yuan),其中(zhong)(zhong)超(chao)過60%用于(yu)半導體(ti)相關領(ling)域(芯(xin)片10%、面(mian)板34%、光伏21%)。該領(ling)域對靶材(cai)技術要求(qiu)高(gao),純度要求(qiu)分別(bie)為不低于(yu)5N5、5N和4N5。公(gong)司以芯(xin)片靶材(cai)為主,是(shi)全球龍(long)頭芯(xin)片制造商臺積電的優秀供(gong)應商,技術
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江豐電子
1
0
2
3.16
一只貪吃貓
2021-12-22 11:13:43
江(jiang)豐(feng)電子:產能毛利(li)雙提(ti)升,全球靶材龍(long)頭定增擴(kuo)產拓展(zhan)商業版圖
公(gong)司(si)上(shang)市以來首次定增,計(ji)劃募(mu)資16.5億(yi)。投建(jian)寧波(bo)年產 5.2 萬(wan)個(ge)超(chao)大(da)規(gui)模(mo)集成(cheng)(cheng)電路用超(chao)高純(chun)金(jin)(jin)屬濺射(she)靶材(cai)(cai)產業化(hua)項(xiang)(xiang)目(mu)、浙江海寧年產 1.8 萬(wan)個(ge)超(chao)大(da)規(gui)模(mo)集成(cheng)(cheng)電路用超(chao)高純(chun)金(jin)(jin)屬濺射(she)靶材(cai)(cai)產業化(hua)項(xiang)(xiang)目(mu)、寧波(bo)江豐(feng)電子半導體(ti)材(cai)(cai)料(liao)研發(fa)(fa)中心建(jian)設項(xiang)(xiang)目(mu)。此次定向增發(fa)(fa)或(huo)將(jiang)吸引大(da)基金(jin)(jin)二(er)期參投。 濺射(she)靶材(cai)(cai)全球(qiu)(qiu)空間(jian)163億(yi)美(mei)元,其(qi)中超(chao)過60%用于(yu)半導體(ti)相關(guan)領域(芯片10%、面(mian)板(ban)34%、光伏21%)。該領域對靶材(cai)(cai)技(ji)(ji)術要求高,純(chun)度要求分別為(wei)不低于(yu)5N5、5N和4N5。公(gong)司(si)以芯片靶材(cai)(cai)為(wei)主(zhu),是全球(qiu)(qiu)龍頭芯片制造商臺積電的(de)優秀供應(ying)商,技(ji)(ji)術
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江豐電子
1
0
1
2.08
一只貪吃貓
2021-10-15 14:45:27
5G消(xiao)息有望本(ben)月(yue)全國試商用 千億通信市場增量呼之欲出(chu)
下(xia)周有(you)望啟動
5G消息有望本月全國試商用 千億通信市場增量呼之欲出
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夢網科技
S
神州泰岳
1
4
1
3.00
一(yi)只貪吃貓
2021-09-06 00:48:57
未來清潔(jie)能(neng)(neng)源(yuan)系統(tong)——多(duo)能(neng)(neng)融合
目前甘肅已經在建
釷基熔鹽堆——跨越半個世紀的中國夢
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貴州茅臺
7
1
1
0.89
一只貪吃貓
2021-09-06 00:38:40
未來潔(jie)凈能源(yuan)系(xi)統——多能融合
未來的(de)(de)(de)(de)西部將會是這個(ge)樣(yang)子: 隨著(zhu)經濟發(fa)(fa)展以及(ji)節能(neng)(neng)(neng)減排(pai)的(de)(de)(de)(de)逐步推進,我國對能(neng)(neng)(neng)源需求持(chi)續(xu)(xu)增大。裂(lie)變核(he)能(neng)(neng)(neng)作為一(yi)種(zhong)安全、高(gao)(gao)效的(de)(de)(de)(de)綠色清(qing)潔能(neng)(neng)(neng)源,必將發(fa)(fa)揮越來越重要(yao)的(de)(de)(de)(de)作用。 我們(men)不妨先來看一(yi)下裂(lie)變核(he)能(neng)(neng)(neng)的(de)(de)(de)(de)發(fa)(fa)展歷程,從(cong)1950年(nian)的(de)(de)(de)(de)原型堆(dui)到第二(er)代(dai)(dai)堆(dui)是一(yi)個(ge)前(qian)期的(de)(de)(de)(de)發(fa)(fa)展階段,我國的(de)(de)(de)(de)秦山核(he)電站(zhan)就屬(shu)于反應(ying)(ying)堆(dui)里面的(de)(de)(de)(de)第二(er)代(dai)(dai)堆(dui)。上世紀(ji)90年(nian)代(dai)(dai)以后(hou),人們(men)對核(he)反應(ying)(ying)堆(dui)的(de)(de)(de)(de)安全性提(ti)(ti)出了更(geng)高(gao)(gao)的(de)(de)(de)(de)要(yao)求,第三代(dai)(dai)核(he)反應(ying)(ying)堆(dui)應(ying)(ying)運而(er)生。當然,隨著(zhu)持(chi)續(xu)(xu)的(de)(de)(de)(de)發(fa)(fa)展,我們(men)對核(he)反應(ying)(ying)堆(dui)不僅提(ti)(ti)出了更(geng)高(gao)(gao)安全性的(de)(de)(de)(de)要(yao)求,也包括它的(de)(de)(de)(de)經濟性和可(ke)持(chi)續(xu)(xu)性,裂(lie)變核(he)能(neng)(neng)(neng)的(de)(de)(de)(de)發(fa)(fa)展終(zhong)將進入第四代(dai)(dai)核(he)反
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ST航高
1
0
2
3.65
一(yi)只貪吃(chi)貓
2021-08-31 01:39:40
1
@Top Trader:低軌衛星—大國必爭之地,Iphone 13 打開商用新紀元
天風國際分析師郭明錤發布最新研報稱,iPhone 13硬件規格可支援低軌道衛星通訊。Apple開啟衛星通訊軟件功能,則可讓使用者即便不在4G/5G覆蓋范圍內也能通話與傳訊。一、iphone13潛伏時間節點臨近:2021年蘋果秋季發布會時間:按照往年的情況來看,基本上都是安排在9月份第二周或者是第三周
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一只貪吃貓(mao)
2021-08-14 13:14:27
mark
@綠韭:國林科技交流紀要20210812
一、公司介紹公司1994年成立,圍繞臭氧展開的,大型臭氧發生器和集成裝備,產生臭氧的氣體來源,氧氣為主,臭氧發生單元,接觸臭氧的接觸發生裝置,對外銷售的臭氧發生器和臭氧系統都有;然后衍生到了制氧機業務,也都是自制下游市政污水、空間消毒、灌裝飲料等等,紙漿漂白國外比較多,國內還沒攻克,半導體清洗也在研
8 贊同-5 評論
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一只貪吃貓
2024-12-25 03:30:30
AI數據中心-安科瑞(rui)
安科瑞20241224 海外(wai)(wai)的(de)(de)互聯(lian)網公(gong)司運營商(shang)capex在(zai)其(qi)中開(kai)始(shi)的(de)(de)十(shi)年都處在(zai)高速(su)(su)的(de)(de)增(zeng)長的(de)(de)階段。國內的(de)(de)資(zi)本開(kai)支從20年開(kai)始(shi)它的(de)(de)增(zeng)長出現(xian)明顯的(de)(de)放緩。國內25年開(kai)始(shi)在(zai)AI的(de)(de)驅動(dong)下,互聯(lian)網巨頭、運營商(shang)在(zai)數(shu)(shu)據(ju)中心(xin)的(de)(de)資(zi)本開(kai)支將會加速(su)(su),capex增(zeng)速(su)(su)可能會超過50%。 數(shu)(shu)據(ju)中心(xin)的(de)(de)投(tou)資(zi)機(ji)會大家比較關注的(de)(de)除了(le)服務器(qi)(qi)本身以(yi)外(wai)(wai)以(yi)及(ji)一(yi)些電(dian)力設備等(deng)(deng),包括制冷,服務器(qi)(qi)機(ji)架,ups,變壓(ya)器(qi)(qi)等(deng)(deng)等(deng)(deng)。看之(zhi)前(qian)有(you)研究報告(gao)介紹,在(zai)算力數(shu)(shu)據(ju)中心(xin)設備成本占比中,像冷卻系(xi)統(tong)占比20%-25%,ups占比可能在(zai)20%這種現(xian)狀。其(qi)實(shi)在(zai)數(shu)(shu)據(ju)中心(xin)運
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安科瑞
0
1
2
1.89
一只貪吃貓
2024-11-25 18:51:18
安(an)科瑞:AI電力-AI能(neng)效(xiao)監控箱(xiang)
隨著光(guang)伏(fu)補貼的(de)逐(zhu)年下調,通過(guo)運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)提(ti)高光(guang)伏(fu)電(dian)(dian)站(zhan)收益的(de)重要(yao)性日益凸(tu)顯,傳統運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)的(de)低效(xiao)及高成本已不能(neng)(neng)(neng)(neng)滿足運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)工作需(xu)求,伴(ban)隨AI快速發展,光(guang)伏(fu)電(dian)(dian)站(zhan)運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)也以O2O模式進入到(dao)智能(neng)(neng)(neng)(neng)化階段(duan)。安科瑞研發了基于AI技術及大(da)數據技術的(de)光(guang)伏(fu)電(dian)(dian)站(zhan)智能(neng)(neng)(neng)(neng)運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)平臺,以用(yong)戶為(wei)中心(xin),通過(guo)提(ti)高電(dian)(dian)站(zhan)運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)水平,最終(zhong)可實現(xian)電(dian)(dian)站(zhan)收益的(de)提(ti)升。既(ji)可滿足單個電(dian)(dian)站(zhan)的(de)智能(neng)(neng)(neng)(neng)運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)管(guan)理(li),也可滿足多個電(dian)(dian)站(zhan)的(de)智能(neng)(neng)(neng)(neng)集中運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)管(guan)理(li),并在湖北等地(di)區落(luo)地(di)。 核心(xin)產品: 一、電(dian)(dian)站(zhan)智能(neng)(neng)(neng)(neng)運(yun)(yun)(yun)(yun)(yun)維(wei)(wei)平臺 1、 功率(lv)控制;通過(guo)下發的(de)計劃曲線和對(dui)上位機的(de)干預進行(xing)具體的(de)控制邏輯判別(bie),并智能(neng)(neng)(neng)(neng)
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安科瑞
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國能日新
4
0
3
1.53
一(yi)只貪吃貓
2023-04-22 19:17:00
視(shi)頻類算法的春天(tian)開始了
//mp.weixin.qq.com/s/phjRzc--XQku6CG0TRZCpQ 英偉達發布(bu)了文(wen)生高清(qing)視頻的(de)多(duo)模(mo)(mo)態模(mo)(mo)型,對于(yu)過去受困于(yu)視頻類(lei)訓練(lian)樣本采集難,成本高的(de)問題(ti)會得到極大地改善。隨著數(shu)據成本的(de)降低,更多(duo)的(de)視頻算(suan)法(fa)(fa)打開(kai)應(ying)用場景,對于(yu)視頻類(lei)的(de)云服務、邊緣(yuan)服務都是極大的(de)利好。這種行(xing)業拐點打開(kai)了視頻算(suan)法(fa)(fa)的(de)天花板。 湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)湊(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)
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海康威視
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特斯拉
S
瑞芯微
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全志科技
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大華股份
0
1
3
0.94
一只(zhi)貪吃貓
2023-04-02 00:39:31
國科微
一、背景(jing): 3月(yue)31日晚間,國家(jia)網安辦官宣對(dui)美(mei)光(guang)公司(Micron)在華(hua)銷(xiao)售(shou)的產品(pin)實(shi)施網絡安全(quan)(quan)審(shen)查。美(mei)光(guang)是存儲(chu)(chu)芯片三(san)(san)巨頭之一。數據(ju)顯示,2022年第(di)四(si)季(ji)度,在全(quan)(quan)球DRAM市場(chang)(chang),三(san)(san)星電(dian)子(zi)、SK海力士和美(mei)光(guang)科技(ji)排在前三(san)(san)名(ming),市占率(lv)分別為(wei)(wei)(wei)45.1%、27.7%和23.0%;在NAND市場(chang)(chang),美(mei)光(guang)科技(ji)排名(ming)第(di)五,市占率(lv)為(wei)(wei)(wei)12.3%;三(san)(san)星電(dian)子(zi)、SK海力士分列(lie)第(di)一、第(di)三(san)(san)位,市占率(lv)分別為(wei)(wei)(wei)31.4%、18.5%。 與國內對(dui)應的存儲(chu)(chu)芯片廠商(shang),長江(jiang)存儲(chu)(chu)NAND和長鑫存儲(chu)(chu)DRAM,兩家(jia)都取得(de)了不錯的成績,但在高端存儲(chu)(chu)方面仍
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國科微
S
江波龍
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兆易創新
7
5
10
4.12
一只貪吃貓
2022-07-04 02:27:19
突發!史上最(zui)大(da)規(gui)模信息泄露,22.8t,10億(yi)條
上(shang)海國安數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)據泄露,已經開始發酵 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)字(zi)(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)湊(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)(zi)數(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)字(zi)(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) 湊(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)(zi)數(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)
S
貴州茅臺
1
2
3
0.42
一只(zhi)貪吃貓
2022-06-28 13:28:04
電(dian)動車、光伏(fu)驅(qu)動薄膜電(dian)容需求飆升(sheng),業績有望持續(xu)超(chao)預期(qi)
1、薄(bo)(bo)(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)最火的應(ying)用(yong)場(chang)景是在電(dian)(dian)(dian)(dian)(dian)動(dong)車(che)和光伏。薄(bo)(bo)(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)在電(dian)(dian)(dian)(dian)(dian)動(dong)車(che)上價值量(liang)分別是電(dian)(dian)(dian)(dian)(dian)驅300元、OBC150元、快(kuai)充(chong)(chong)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)樁80元。光伏和儲能用(yong)在逆(ni)變器300元左右(you)。價值量(liang)占比不(bu)大,下游對漲價不(bu)敏感。光伏領域如果沒有(you)(you)設計(ji)層面的升級,鋁電(dian)(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)(dian)容(rong)與薄(bo)(bo)(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)沒有(you)(you)相互替代的可能(鋁電(dian)(dian)(dian)(dian)(dian)解電(dian)(dian)(dian)(dian)(dian)容(rong)便宜,薄(bo)(bo)(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)功(gong)率高(gao))。伴隨新(xin)能源汽車(che)高(gao)壓快(kuai)充(chong)(chong)的滲透率提高(gao),憑借薄(bo)(bo)(bo)膜(mo)(mo)電(dian)(dian)(dian)(dian)(dian)容(rong)的整流(liu)能力更(geng)優、連續工作(zuo)壽命長、耐溫性(xing)更(geng)強以及自(zi)愈性(xing),新(xin)能源汽車(che)領域的用(yong)量(liang)將持續放量(liang)。21年新(xin)能源汽車(che)BOPP膜(mo)(mo)需求(qiu)至少1.2萬(wan)噸(dun),規格(ge)為2.4-3.2um
S
大東南
1
4
6
5.39
一只貪吃貓
2022-06-23 14:52:22
大東南:電(dian)(dian)動車、光伏(fu)帶動薄(bo)膜(mo)電(dian)(dian)容需(xu)求攀升,BOPP電(dian)(dian)容膜(mo)供不
1、薄(bo)(bo)膜(mo)電(dian)容(rong)(rong)最火的(de)應用場景(jing)是在(zai)(zai)電(dian)動車(che)和光(guang)伏(fu)(fu)。薄(bo)(bo)膜(mo)電(dian)容(rong)(rong)在(zai)(zai)電(dian)動車(che)上價值量(liang)分別是電(dian)驅(qu)300元(yuan)、OBC150元(yuan)、快充充電(dian)樁80元(yuan)。光(guang)伏(fu)(fu)和儲能用在(zai)(zai)逆變器300元(yuan)左右。價值量(liang)占比不大,下游對漲價不敏感。光(guang)伏(fu)(fu)領(ling)域如果沒有設(she)計層(ceng)面(mian)的(de)升(sheng)級,鋁電(dian)解(jie)電(dian)容(rong)(rong)與薄(bo)(bo)膜(mo)電(dian)容(rong)(rong)沒有相互替代的(de)可能(鋁電(dian)解(jie)電(dian)容(rong)(rong)便宜(yi),薄(bo)(bo)膜(mo)電(dian)容(rong)(rong)功率高)。伴(ban)隨新能源(yuan)汽車(che)高壓(ya)快充的(de)滲透率提高,憑借薄(bo)(bo)膜(mo)電(dian)容(rong)(rong)的(de)整流能力(li)更(geng)優、連續工作壽命長、耐溫性(xing)更(geng)強(qiang)以及自愈性(xing),新能源(yuan)汽車(che)領(ling)域的(de)用量(liang)將持續放(fang)量(liang)。21年新能源(yuan)汽車(che)BOPP膜(mo)需求至(zhi)少1.2萬噸,規(gui)格為2.4-3.2um
S
大東南
8
1
6
10.39
一只貪(tan)吃貓
2021-12-30 10:37:26
【江豐電子 4倍空(kong)間】進(jin)入(ru)200億美元半導體真空(kong)件(jian)市場,打(da)開10倍成(cheng)長空(kong)間
【靶(ba)材(cai)業務(wu)】公(gong)司(si)主營業務(wu)給半(ban)導(dao)(dao)體(ti)Fab廠供應各類(lei)金(jin)屬靶(ba)材(cai),2019年(nian)全球(qiu)半(ban)導(dao)(dao)體(ti)設(she)(she)備銷售額600億(yi)美(mei)金(jin),整(zheng)體(ti)靶(ba)材(cai)市(shi)場(chang)(chang)10億(yi)美(mei)金(jin),21年(nian)根據全球(qiu)半(ban)導(dao)(dao)體(ti)行業協會(hui)數據,半(ban)導(dao)(dao)體(ti)設(she)(she)備資本(ben)開(kai)支有(you)(you)望達(da)(da)到(dao)1030億(yi)美(mei)元(yuan),同比增長44%;22年(nian)全球(qiu)半(ban)導(dao)(dao)體(ti)設(she)(she)備資本(ben)開(kai)支有(you)(you)望達(da)(da)到(dao)1140億(yi)美(mei)金(jin)。22年(nian)臺(tai)(tai)積電(dian)資本(ben)開(kai)支從(cong)21年(nian)300億(yi)美(mei)金(jin)增加到(dao)400億(yi)美(mei)金(jin),對應靶(ba)材(cai)市(shi)場(chang)(chang)達(da)(da)到(dao)20億(yi)美(mei)金(jin)(市(shi)場(chang)(chang)空間進一步打開(kai))公(gong)司(si)目前在(zai)各類(lei)細分靶(ba)材(cai)市(shi)場(chang)(chang)擁有(you)(you)全球(qiu)市(shi)場(chang)(chang)35%+占有(you)(you)率,客戶(hu)覆蓋臺(tai)(tai)積電(dian)、三星、海力(li)士、德州儀器、鎂光、GlobalFound
S
江豐電子
S
有研新材
8
5
7
8.02
一只貪(tan)吃(chi)貓
2021-12-23 11:57:02
江(jiang)豐電子:產能毛利(li)雙提升,全球靶材龍頭定增擴(kuo)產拓展商業版圖(tu)
公(gong)司(si)上(shang)市(shi)以(yi)來(lai)首次定增,計(ji)劃(hua)募資(zi)16.5億。投(tou)(tou)建寧波年產(chan) 5.2 萬(wan)個超(chao)大規(gui)模集成(cheng)電(dian)路用超(chao)高(gao)純金(jin)屬濺(jian)射靶材(cai)(cai)產(chan)業化項目、浙江(jiang)海(hai)寧年產(chan) 1.8 萬(wan)個超(chao)大規(gui)模集成(cheng)電(dian)路用超(chao)高(gao)純金(jin)屬濺(jian)射靶材(cai)(cai)產(chan)業化項目、寧波江(jiang)豐電(dian)子半導(dao)體(ti)材(cai)(cai)料研發中心建設(she)項目。此次定向增發或將(jiang)吸引大基金(jin)二期(qi)參投(tou)(tou)。 濺(jian)射靶材(cai)(cai)全球空間(jian)163億美元,其(qi)中超(chao)過60%用于半導(dao)體(ti)相關領(ling)域(芯片10%、面(mian)板34%、光伏21%)。該領(ling)域對(dui)靶材(cai)(cai)技術(shu)要(yao)求高(gao),純度要(yao)求分別為(wei)不低(di)于5N5、5N和4N5。公(gong)司(si)以(yi)芯片靶材(cai)(cai)為(wei)主(zhu),是(shi)全球龍頭芯片制(zhi)造商臺積電(dian)的優秀供(gong)應商,技術(shu)
S
江豐電子
1
0
2
3.16
一(yi)只貪吃貓
2021-12-22 11:13:43
江豐(feng)電子:產(chan)能毛(mao)利(li)雙提升,全球靶材龍頭(tou)定增擴(kuo)產(chan)拓展商業版圖
公(gong)司上市以(yi)來首(shou)次定增(zeng),計劃募資16.5億。投建寧(ning)(ning)波(bo)年產(chan) 5.2 萬個超(chao)大(da)規模(mo)集成(cheng)(cheng)電路(lu)用超(chao)高(gao)純(chun)金屬濺(jian)射(she)靶(ba)材產(chan)業(ye)化項(xiang)目(mu)、浙江(jiang)海寧(ning)(ning)年產(chan) 1.8 萬個超(chao)大(da)規模(mo)集成(cheng)(cheng)電路(lu)用超(chao)高(gao)純(chun)金屬濺(jian)射(she)靶(ba)材產(chan)業(ye)化項(xiang)目(mu)、寧(ning)(ning)波(bo)江(jiang)豐電子半(ban)(ban)導體(ti)材料(liao)研(yan)發中心建設(she)項(xiang)目(mu)。此次定向增(zeng)發或將(jiang)吸引(yin)大(da)基金二期參投。 濺(jian)射(she)靶(ba)材全球空(kong)間(jian)163億美(mei)元,其(qi)中超(chao)過60%用于半(ban)(ban)導體(ti)相(xiang)關領域(芯(xin)片10%、面(mian)板34%、光伏21%)。該(gai)領域對靶(ba)材技(ji)術要求高(gao),純(chun)度要求分別為不低于5N5、5N和4N5。公(gong)司以(yi)芯(xin)片靶(ba)材為主(zhu),是(shi)全球龍頭(tou)芯(xin)片制造商臺積電的優秀供應(ying)商,技(ji)術
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江豐電子
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2.08
一只貪吃(chi)貓
2021-10-15 14:45:27
5G消息有望本月全國試(shi)商(shang)用(yong) 千億(yi)通信市場增量呼(hu)之欲出
下周(zhou)有望(wang)啟動
5G消息有望本月全國試商用 千億通信市場增量呼之欲出
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夢網科技
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神州泰岳
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一只貪吃貓
2021-09-06 00:48:57
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一只貪吃貓(mao)
2021-09-06 00:38:40
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未來(lai)的(de)(de)(de)(de)(de)(de)西部將會是這(zhe)個樣子: 隨(sui)著(zhu)經濟發(fa)展以及(ji)節能(neng)減排的(de)(de)(de)(de)(de)(de)逐步推(tui)進,我(wo)國對能(neng)源(yuan)需求持續增大(da)。裂(lie)變核(he)(he)能(neng)作(zuo)為一(yi)(yi)種安全(quan)(quan)、高(gao)效的(de)(de)(de)(de)(de)(de)綠色清潔能(neng)源(yuan),必將發(fa)揮(hui)越(yue)來(lai)越(yue)重要的(de)(de)(de)(de)(de)(de)作(zuo)用。 我(wo)們不(bu)妨先來(lai)看一(yi)(yi)下裂(lie)變核(he)(he)能(neng)的(de)(de)(de)(de)(de)(de)發(fa)展歷程,從1950年的(de)(de)(de)(de)(de)(de)原型(xing)堆(dui)到(dao)第二代(dai)(dai)堆(dui)是一(yi)(yi)個前期的(de)(de)(de)(de)(de)(de)發(fa)展階段(duan),我(wo)國的(de)(de)(de)(de)(de)(de)秦山(shan)核(he)(he)電站(zhan)就屬于反應(ying)堆(dui)里面的(de)(de)(de)(de)(de)(de)第二代(dai)(dai)堆(dui)。上世(shi)紀90年代(dai)(dai)以后,人們對核(he)(he)反應(ying)堆(dui)的(de)(de)(de)(de)(de)(de)安全(quan)(quan)性提出了更(geng)高(gao)的(de)(de)(de)(de)(de)(de)要求,第三代(dai)(dai)核(he)(he)反應(ying)堆(dui)應(ying)運而生。當然,隨(sui)著(zhu)持續的(de)(de)(de)(de)(de)(de)發(fa)展,我(wo)們對核(he)(he)反應(ying)堆(dui)不(bu)僅提出了更(geng)高(gao)安全(quan)(quan)性的(de)(de)(de)(de)(de)(de)要求,也(ye)包括它的(de)(de)(de)(de)(de)(de)經濟性和可持續性,裂(lie)變核(he)(he)能(neng)的(de)(de)(de)(de)(de)(de)發(fa)展終將進入第四(si)代(dai)(dai)核(he)(he)反
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一(yi)只貪吃貓(mao)
2021-08-31 01:39:40
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@Top Trader:低軌衛星—大國必爭之地,Iphone 13 打開商用新紀元
天風國際分析師郭明錤發布最新研報稱,iPhone 13硬件規格可支援低軌道衛星通訊。Apple開啟衛星通訊軟件功能,則可讓使用者即便不在4G/5G覆蓋范圍內也能通話與傳訊。一、iphone13潛伏時間節點臨近:2021年蘋果秋季發布會時間:按照往年的情況來看,基本上都是安排在9月份第二周或者是第三周
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一只貪吃貓(mao)
2021-08-14 13:14:27
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@綠韭:國林科技交流紀要20210812
一、公司介紹公司1994年成立,圍繞臭氧展開的,大型臭氧發生器和集成裝備,產生臭氧的氣體來源,氧氣為主,臭氧發生單元,接觸臭氧的接觸發生裝置,對外銷售的臭氧發生器和臭氧系統都有;然后衍生到了制氧機業務,也都是自制下游市政污水、空間消毒、灌裝飲料等等,紙漿漂白國外比較多,國內還沒攻克,半導體清洗也在研
8 贊同-5 評論
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