Workflow
Yangjie Technology(300373)
icon
Search documents
扬杰科技:目前已围绕无人机等低空经济、储能、人形机器人、AI 服务器等新兴领域业务已成立专项小组
Ge Long Hui· 2026-02-04 01:31
Group 1 - The company has established special teams focusing on emerging fields such as drones, energy storage, humanoid robots, and AI servers, increasing R&D investment and technical layout [1] - The company is concentrating on the development of power semiconductor products that meet downstream demand, aiming to cultivate new performance growth areas [1] - Although the revenue share from these related businesses is currently small, the industry shows high prosperity and is expected to achieve rapid growth in the future [1]
扬杰科技:公司越南MCC封测工厂当前运营态势良好
Ge Long Hui· 2026-02-04 01:24
Core Viewpoint - Yangjie Technology (300373.SZ) is currently operating its Vietnam MCC packaging factory effectively, with a focus on expanding production capacity and meeting market demand for power semiconductor products [1] Group 1: Operational Status - The Vietnam MCC packaging factory is in good operational condition, with the second phase project successfully commencing production [1] - The company is currently focusing on the layout of chip and small signal products, achieving full production and sales [1] Group 2: Future Plans - The company has fully initiated the preliminary preparations for the construction of a supporting wafer factory, which is expected to commence production in 2027 [1] - The project aims to enhance the overseas industrial chain layout and better meet market demand for power semiconductor products [1]
扬杰科技(300373.SZ):公司越南MCC封测工厂当前运营态势良好
Ge Long Hui· 2026-02-04 01:22
Core Viewpoint - Yangjie Technology (300373.SZ) is currently operating its Vietnam MCC packaging factory effectively, with a focus on expanding production capacity and meeting market demand for power semiconductor products [1] Group 1: Operational Status - The Vietnam MCC packaging factory is in good operational condition, with the second phase project successfully commencing production [1] - The current focus is on the layout of chip and small signal products, which are fully produced and sold [1] Group 2: Future Expansion Plans - The company is actively preparing for the construction of a supporting wafer factory, which is expected to commence production in 2027 [1] - The project aims to enhance the overseas industrial chain layout and better meet market demand for power semiconductor products [1]
扬杰科技(300373.SZ):目前已围绕无人机等低空经济、储能、人形机器人、AI 服务器等新兴领域业务已成立专项小组
Ge Long Hui· 2026-02-04 01:22
Group 1 - The company has established special teams focusing on emerging fields such as drones, energy storage, humanoid robots, and AI servers, increasing R&D investment and technical layout [1] - The company is concentrating on the development of power semiconductor products that meet downstream demand, aiming to cultivate new performance growth areas [1] - Although the revenue share from these related businesses is currently small, the industry shows high prosperity and is expected to achieve rapid growth in the future [1]
扬杰科技:公司汽车电子业务板块属于战略发展领域
Zheng Quan Ri Bao Wang· 2026-02-03 13:10
证券日报网讯2月3日,扬杰科技(300373)在互动平台回答投资者提问时表示,公司汽车电子业务板块 属于战略发展领域,未来将依托行业发展趋势及自身积累实现持续、较快增长,这一增长目标的实现得 益于公司自2017年起前瞻性布局汽车电子专线所构建的体系能力、近年来通过多家国内外知名Tier1厂 商认证并已与主流终端厂商展开战略合作所打下的市场基础,以及汽车电动化、智能化转型所带来的持 续行业机遇。 ...
扬杰科技(300373) - 300373扬杰科技投资者关系管理信息20260203
2026-02-03 11:46
证券代码:300373 证券简称:扬杰科技 布局,通过并购补充优质产能、优化产能结构,支撑公司主业规模与持续发展, 不断丰富公司的半导体产业质态,实现公司整体规模和综合实力的快速提升。 Q:请介绍公司对工业方面在 2026 年景气度的预期。 A:从需求端来看,制造业设备以旧换新相关补贴政策的落地实施,将为行业释放 增量需求,为产业带来新的成长驱动力。加之前期 "两新"政策布局已形成扎实 积累,直接带动功率半导体下游应用需求扩容,多重利好预计会共同驱动工业板 块景气度稳步攀升。以上,从工业领域设备升级、效能提升的需求持续释放来看, 2026 年工业整体发展态势向好。 Q:公司 2026 年对汽车电子方面的展望。 A:公司汽车电子业务板块属于战略发展领域,未来将依托行业发展趋势及自身积 累,实现持续、较快增长。这一增长目标的实现,得益于公司自 2017 年起前瞻性 布局汽车电子专线所构建的体系能力、近年来通过多家国内外知名 Tier 1 厂商认 证并已与主流终端厂商展开战略合作所打下的市场基础,以及汽车电动化、智能 化转型所带来的持续行业机遇。基于现有基础,公司将持续加大汽车电子领域研 发投入,同时依托越南生产基 ...
扬杰科技:目前生产经营满负荷运转,经营业绩保持良好增长态势
Zheng Quan Ri Bao Wang· 2026-02-03 11:15
证券日报网讯2月3日,扬杰科技(300373)在互动平台回答投资者提问时表示,公司目前生产经营满负 荷运转,经营业绩保持良好增长态势。关于2025年业绩相关事项,公司将严格遵照相关法律法规及监管 要求,履行信息披露义务。 ...
扬杰科技:散热专利技术主要围绕功率半导体器件的应用场景研发设计
Ge Long Hui· 2026-02-03 07:23
格隆汇2月3日丨扬杰科技(300373.SZ)在投资者互动平台表示,公司的散热专利技术主要围绕功率半导 体器件的应用场景研发设计,暂不适用于逻辑芯片或存储芯片领域。 ...
扬杰科技(300373.SZ):公司产品暂未涉及激光器的应用
Ge Long Hui· 2026-02-03 07:17
格隆汇2月3日丨扬杰科技(300373.SZ)在投资者互动平台表示,截至目前,公司产品暂未涉及激光器的 应用。 ...
扬杰科技(300373.SZ):散热专利技术主要围绕功率半导体器件的应用场景研发设计
Ge Long Hui· 2026-02-03 07:17
格隆汇2月3日丨扬杰科技(300373.SZ)在投资者互动平台表示,公司的散热专利技术主要围绕功率半导 体器件的应用场景研发设计,暂不适用于逻辑芯片或存储芯片领域。 ...