浙江众合科技股份有限公司(以下简称“众合科技”)前身为1970年成立的浙江大学半导体厂,1999年6月由浙江大学整合改制为股份有限公司,并在深交所整体上市(证券代码:000925)。
众合科技依托于浙江大学的综合学科优势,致力于国家重点战略业务领域,以“产业数智化赋能”与“智慧交通+泛半导体”紧密结合的“一体两翼”战略为方向。上市公司本级作为本体,承担联结智慧交通和泛半导体“双翼”的重要作用,构建数字驱动的泛在感知、云边协同、智能决策的产业数智化能力,并通过高端智造到场景应用的垂直交互整合,推动产品与技术的创新融合与应用,着力构建数字化赋能智慧交通与半导体业务的生态圈。
1、存量业务:智慧交通
在2016年之前,众合科技没有自研的项目,只有合资的项目,以比较低的毛利在生存,轨交业务一直都是亏损的。在2016年有了自研项目的订单之后,2017年、2018年整体自研订单的上升速度非常快,到了2018年,占比基本上已经在70%左右。在这样的积累之下,后续年度自研的毛利已经达到45以上,在不断确认收入之后,整体利润也有了提升,并在2018年基本实现盈亏平衡。2019年、2020年,轨交业务开始逐步贡献利润,基本上是在几千万左右的水平 ,公司长期股价在6-8元震荡,这是市场给存量业务的估值 。
2、增量业务:半导体
众合科技12月1日在投资者互动平台表示,1、我司的半导体材料业务主营3-8英寸半导体直拉硅单晶、硅单晶高端研磨片和硅单晶抛光片、重掺衬底,主要应用于分立器件,下游可应用于通信、物联网、消费电子、汽车电子等多领域。 2、产能方面,海纳半导体山西基地建成后,单晶硅产能将从目前的200吨/年提升至 750吨/年,研磨片和抛光片的产能也将逐步提升。 3、市场需求方面,随着新能源汽车、智能制造、物联网等分立器件大量新兴应用市场的崛起以及集成电器进口替代的市场迫切需求。
众合科技是一家在A股上市的公司,全称为浙江众合科技股份有限公司。这家公司起源于1970年成立的浙江大学半导体厂,1999年由浙江大学整合改制为股份有限公司,并在深交所上市。作为一家科技公司,众合科技一直致力于抓住市场机会,进行自主研发,以打破安全计算机平台核心技术主要由国外巨头掌握的局面。
他们开发出了满足ETCS和CBTC制式、轨旁和车载应用的BiSTAR安全计算机平台,从而提升了公司产品的整体竞争力。此外,众合科技也在数字经济领域有所布局,近期因为数字中国建设整体布局规划的发布,该公司股价涨幅一度超过20%。
众合科技 [000925]内容有所属板块 综合行业板块,股权激励板块,美丽中国板块,浙江板块,高校板块,社保重仓板块,新材料板块,长江三角板块等。
很厉害。
众合科技传承半导体基因和底蕴,以半导体单晶硅材料为核心,业务边界扩展延伸至整个泛半导体产业链底层多个关键核心技术,以一个核心多个亮点为战略思路对泛半导体产业进行产业和投资布局。
浙江众合科技股份有限公司是一家在深圳证券交易所上市的以计算机服务为主的股份制企业。
众合科技源于浙江大学,是浙江浙大网新集团有限公司核心成员企业。
在轨道交通领域,公司为的,以自主信号系统为核心的全球轨道交通整体解决方案提供商。
在节能环保领域,公司为国内著名的,具有节能环保整体解决方案的提供商和运营商。
在半导体材料领域,公司为中国主要的单晶硅材料制造商之一。
众合科技主要业务有单晶硅及其制品,半导体元件,新型节能材料的开发制造,技术服务,计算机系统开发,技术转让,电力自动化系统,通信系统,技术开发,工程承接,技术咨询,承包境外工程建设项目,并派遣实试这些对外承建工程项目的劳务人员,及其它无需报批的一切项目。
众合科技主要业务有单晶硅及其制品,半导体元件,新型节能材料的开发制造,技术服务,计算机系统开发,技术转让,电力自动化系统,通信系统,技术开发,工程承接,技术咨询,承包境外工程建设项目,并派遣实试这些对外承建工程项目的劳务人员,及其它无需报批的一切项目。
1 不是国企。2 众合科技是一家民营科技企业,成立于2002年,主要从事车联网技术的研发和应用。3 虽然众合科技不是国企,但是在车联网领域有着非常重要的地位,为整个行业的发展做出了贡献。
天津众力众合信息科技有限公司是2017-04-21在天津市红桥区注册成立的有限责任公司,注册地址位于天津市红桥区宝能创业中心一号楼A座610室。天津众力众合信息科技有限公司的统一社会信用代码/注册号是91120106MA05Q1LU5C,企业法人徐易遥,目前企业处于开业状态。天津众力众合信息科技有限公司的经营范围是:电子信息技术、计算机软硬件技术技术开发、咨询、服务、转让;市场营销策划;婚庆礼仪服务;摄影摄像服务;照明器材、音响设备租赁;婚纱租赁及销售;文化艺术交流活动策划;从事广告业务;商务信息咨询(不含网络借贷、金融、财富、担保、理财、众筹、金控、交易、资本、资产、投资等项目)(依法须经批准的项目,经相关部门批准后方可开展经营活动)。本省范围内,当前企业的注册资本属于一般。
Zhejiang is numerous add up to Inc. of science and technology (the following abbreviation " numerous combine science and technology " ) predecessor is the Zhejiang university semiconductor that held water 1970 factory, changed by Zhejiang university conformity in June 1999 make for Inc. , handing in a whole greatly to appear on the market (negotiable securities code: 000925) .
Numerous add up to science and technology to rely on the integrated course advantage at Zhejiang university, devote oneself to domain of business of national emphasis strategy, with " the industry counts Zhi Huafu can " with " wisdom traffic + extensive semiconductor " of close together union " both wings of an organic whole " the strategy is direction. Appear on the market this company level serves as noumenon, assume coupling wisdom traffic and extensive semiconductor " Shuang Yi " main effect, the extensive that compose builds digital drive cooperates with in perception, Yun Bian, number wisdom changes the industry with decision-making intelligence ability, the perpendicular and alternant conformity that makes setting application through tall Duan Zhi, drive the innovation confluence of product and technology and application, exert oneself compose builds digitlization to endow with can the ecology group of wisdom traffic and semiconductor business.
1, the business that put an amount: Wisdom traffic
Before 2016, numerous the project that joins science and technology to did not grind oneself, have joint-stock project only, live with comparing small gross profit to be in, course hands in business is deficit all the time. Had 2016 grind oneself after the order of the project, 2017, whole ground oneself 2018 the ascendant rate of order is very rapid, arrived 2018, occupy than basically been in 70% the left and right sides. Be in such accumulating under, follow-up year has achieved 45 above from grinding gross profit, after affirming income ceaselessly, integral profit also had promotion, achieved balance of profit and loss basically 2018. 2019, 2020, course hands in business to begin to contribute profit stage by stage, basically be the standard that controls in a few ten million, company long-term share price is in 6-8 yuan concussion, this is the appraise value that the market gives the professional work that put an amount.
2, increment business: Semiconductor
Numerous add up to science and technology to will interact in investor on December 1 platform expresses, 1, the semiconductor material business that I manage advocate battalion 3-8 inch semiconductor pulls high end of silicon single crystal, silicon single crystal to grind continuously grind segment and silicon single crystal cast underlay of mating plate, heavy mix into, basically apply at schism parts of an apparatus, downstream applicable wait for much territory at electron of net of couplet of communication, content, consumption, car electron. 2, produce can respect, after base of Shanxi of sea accept semiconductor builds, monocrystalline silicon is produced can will from 200 current tons / year promotion reachs 750 tons / year, grind grind segment is produced with what cast mating plate can also will promote stage by stage. 3, market demand side, make as car of new energy resources, intelligence, the schism parts of an apparatus such as content couplet net is many burgeoning applying of the market rise abruptly and the market that entrance of compositive electric equipment replaces is pressing demand.
Numerous combining science and technology is one is in A the company that appear on the market, full name is Zhejiang numerous add up to Inc. of science and technology. The Zhejiang university semiconductor that this company traceable established 1970 factory, changed by Zhejiang university conformity 1999 make for Inc. , handing in place greatly to appear on the market. Regard a science and technology as the company, numerous add up to science and technology to devote oneself to to seize market opportunity all the time, have own research and development, in order to break the situation that technology of core of safe computer platform basically masters by foreign tycoon.
They developed contented ETCS and CBTC to formulate the platform of BiSTAR safety computer that application holds with the car by type, course, promoted the whole of company product competition ability thereby. In addition, numerous add up to science and technology to also be in digital economy domain somewhat layout, because the near future builds what integral layout plans to release for digital China, this company share price goes up exceed 20% for a time.
Numerous combine science and technology [000925] content is belonged to somewhat board piece integrated industry board piece, equity is incentive board piece, beautiful China board piece, zhejiang board piece, college board piece, social security weighs storehouse board piece, new material board piece, set square of the Yangtse River piece wait.
Very fierce.
Numerous combine gene of semiconductor of inheritance of science and technology and inside information, it is core with material of semiconductor monocrystalline silicon, business border is patulous and outspread to ground floor of catenary of industry of whole extensive semiconductor technology of many crucial core, with a core many window are strategic train of thought to have industry and investment position to extensive semiconductor industry.
Zhejiang is numerous adding up to Inc. of science and technology is a gives priority to with computer service joint stock company that appears on the market in Shenzhen stock exchange.
Numerous add up to science and technology to result from Zhejiang university, it is company of member of core of limited company of new group of large network of Zhejiang short for Zhejiang Province.
In orbit traffic domain, the company is, the provider of solution of whole of global orbit traffic that is core with own signal system.
In domain of energy-saving environmental protection, the company is home famous, have the provider of solution of whole of energy-saving environmental protection and operation business.
In semiconductor material domain, the company is one of manufacturer of China's main monocrystalline silicon material.
Numerous add up to major servicing of science and technology to have monocrystalline silicon and its product, semiconductor component, the development of new-style and energy-saving material is made, the technology serves, all of computer science department is developed, the technology is made over, system of electric power automation, communication system, technical development, the project carries on, the technology seeks advice, contract project of the project outside the condition, send solid try these external bear the service personnel that builds project project, reach other to need not sign up for all approved projects.
Numerous add up to major servicing of science and technology to have monocrystalline silicon and its product, semiconductor component, the development of new-style and energy-saving material is made, the technology serves, all of computer science department is developed, the technology is made over, system of electric power automation, communication system, technical development, the project carries on, the technology seeks advice, contract project of the project outside the condition, send solid try these external bear the service personnel that builds project project, reach other to need not sign up for all approved projects.
1 not be a state-owend enterprise. 2 numerous combining science and technology is enterprise of science and technology of a civilian battalion, held water 2002, basically be engaged in the research and development of technology of car couplet net and application. 3 although numerous combining science and technology is not a state-owend enterprise, but the position with having very significant in domain of car couplet net, made contribution for the development of whole industry.
Tianjin numerous force is numerous joining limited company of information science and technology is 2017-04-21 registers the finite liability company that establish in area of Tianjin city red bridge, register an address to be located in poineering center of Ou Baoneng of Tianjin city red bridge A of a building 610 rooms. Tianjin numerous force is numerous the code of unified society credence that joins limited company of information science and technology / registering name is 91120106MA05Q1LU5C, easy Yao of legal entity Xu, at present the enterprise is in practice condition. Tianjin numerous force is numerous the scope of operations that joins limited company of information science and technology is: Development of technology of technology of soft hardware of electronic IT, computer, seek advice, service, make over; Market sale is engineered; Marriage Qing Liyi serves; Photography is photographed like the service; Equipment of lighting equipment, sound is rented; Marriage gauze is rented reach a sale; Culture art exchanges mobile plan; Be engaged in advertising Wu; Business affairs information seeks advice (do not contain a network leasehold, finance, fortune, assure, conduct financial transactions, numerous chip, gold accuses, trade, the project such as capital, asset, investment) (the item that needs classics approval lawfully, sectional approval is rear related classics can develop management activity) . Inside this province limits, the enrollment of current business capital is belonged to general.