免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 曾健辉） 每经讯，2026年1月29日，北交所上市公司奥迪威（920491，收盘价：27.54元）发生一笔大宗交易，成交价27.54元/股，成交数 量20万股，成交金额550.8万元，为平价交易。买入营业部是华创证券有限责任公司凯里北京东路证券营业部，卖出营业部是华 创证券有限责任公司凯里宁波路证券营业部。 | | | | 20260129奥迪威(920491)大宗交易 | | | NED 数据 | | --- | --- | --- | --- | --- | --- | --- | | 公司简称 | 成交价 * | 成交数量 * 成交金额 * | | 折溢价 * | 买入营业部 | 卖出营业部 | | | (元/股) | (股) | (元) | ( % ) | | | | 奥迪威 | 27.54 | 20万 | 550.8万 | 0.00 | 华创证券有限责任公 司凯里北京东路证券 | 华创证券有限责任 公司凯里宁波路证 | | | | | | | 臺北部 | 券营业部 | ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据可知：2025年12月全国仪器仪表制造业出口货值为174亿元，同比增长0.6%；2025 年全国仪器仪表制造业累计出口货值为1690.5亿元，累计同比增长5%。 2019年-2025年全国仪器仪表制造业出口货值统计图 上市公司：创远信科（831961），奥迪威（832491），同惠电子（833509），海能技术（430476），新 芝生物（430685），基康仪器（830879），天罡股份（832651），驰诚股份（834407），莱赛激光 （871263） 相关报告：智研咨询发布的《2026-2032年中国仪器仪表市场供需预测及未来发展趋势报告》 ...

一、发行人下属公司经营范围包含"技术进出口"，请说明相关业务开展情况及其合规性。 二、请说明发行人本次募集资金用途涉及的境外投资，是否已履行相关审批、核准或备案程序。 智通财经APP获悉，中国证监会发布《境外发行上市备案补充材料要求(2026年1月12日—2026年1月16 日)》。中国证监会国际司共对6家企业出具补充材料要求，其中，要求奥迪威(920491.BJ)补充说明公司 募集资金用途涉及的境外投资合规性等事项。据港交所11月27日披露，广东奥迪威传感科技股份有限公 司递表港交所主板，招商证券国际为其独家保荐人。 证监会请奥迪威补充说明以下事项，请律师核查并出具明确的法律意见： 三、请说明发行人及下属公司经营范围和实际业务经营是否涉及《外商投资准入特别管理措施(负面清 单)(2024年版)》外资禁止或限制准入领域。 招股书显示，奥迪威致力于面向智能家居、智能汽车、智能终端以及智能制造等人工智能与物理世界互 联互动的各类场景提供智能传感及精密微型执行解决方案。该公司目前聚焦四大核心解决方案场景，分 别为：智能家居解决方案；智能汽车解决方案；智能终端解决方案；及智能制造解决方案。其中，智能 家居与智能汽车解 ...

二、请说明发行人本次募集资金用途涉及的境外投资，是否已履行相关审批、核准或备案程序。 中国证监会发布《境外发行上市备案补充材料要求(2026年1月12日—2026年1月16日)》。中国证监会国 际司共对6家企业出具补充材料要求，其中，要求奥迪威(920491.BJ)补充说明公司募集资金用途涉及的 境外投资合规性等事项。据港交所11月27日披露，广东奥迪威传感科技股份有限公司递表港交所主板， 招商证券国际为其独家保荐人。 证监会请奥迪威补充说明以下事项，请律师核查并出具明确的法律意见： 一、发行人下属公司经营范围包含"技术进出口"，请说明相关业务开展情况及其合规性。 三、请说明发行人及下属公司经营范围和实际业务经营是否涉及《外商投资准入特别管理措施(负面清 单)(2024年版)》外资禁止或限制准入领域。 招股书显示，奥迪威致力于面向智能家居、智能汽车、智能终端以及智能制造等人工智能与物理世界互 联互动的各类场景提供智能传感及精密微型执行解决方案。该公司目前聚焦四大核心解决方案场景，分 别为：智能家居解决方案；智能汽车解决方案；智能终端解决方案；及智能制造解决方案。其中，智能 家居与智能汽车解决方案构成当前的业务 ...

Core Viewpoint - The report highlights the growth of the instrument manufacturing industry in China, indicating an increase in the number of enterprises and their contribution to the overall industrial sector [1]. Industry Summary - As of January-November 2025, the number of enterprises in the instrument manufacturing industry reached 7,682, which is an increase of 364 compared to the same period last year, representing a year-on-year growth of 4.97% [1]. - The instrument manufacturing sector accounts for 1.46% of the total industrial enterprises in China [1]. Company Summary - The report mentions several listed companies in the instrument manufacturing sector, including Chuangyuan Xinke (831961), Aodiwei (832491), Tonghui Electronics (833509), Haineng Technology (430476), Xinzheng Biological (430685), Bikang Instruments (830879), Tiangang Co., Ltd. (832651), Chicheng Co., Ltd. (834407), and Laisai Laser (871263) [1].

Core Insights - The automotive industry in China has made significant progress in 2025, with a focus on stability and quality improvement, driven by a series of proactive policies and a shift towards value and innovation in competition [2][3] Group 1: Industry Performance - New energy vehicle (NEV) production and sales are expected to exceed 15 million units in 2025, with domestic sales accounting for over 50% of total automotive sales [3][4] - The total automotive production and sales reached approximately 31.2 million units in 2025, with NEVs making up 50.3% of domestic sales [3] - Automotive exports are projected to reach a record 7 million units in 2025, with NEV exports doubling year-on-year [5][7] Group 2: Regulatory Environment - The Chinese government has implemented unprecedented measures to address "involution" in the automotive industry, including new regulations and guidelines to maintain fair competition [8][9] - A comprehensive "Stability Growth Work Plan" was introduced to support the automotive industry, aiming for a 3% increase in total automotive sales and a 20% increase in NEV sales in 2025 [10][11] Group 3: Corporate Developments - The establishment of China Changan Automobile Group marks the formation of a new structure in the state-owned automotive sector, alongside other major state-owned enterprises [12][13] - Numerous automotive companies have listed or applied for listing on the Hong Kong Stock Exchange, reflecting the industry's robust growth and the need for strategic investment [20][21] Group 4: Technological Advancements - The release of two major technical roadmaps for intelligent connected vehicles and energy-saving NEVs outlines the development goals and timelines for the next 5 to 15 years [14][15][16] - The first L3-level autonomous driving vehicles have received approval for road use, marking a significant milestone in the commercialization of autonomous driving technology [17][18] Group 5: Market Expansion - The implementation of export licensing for pure electric passenger vehicles is expected to promote healthy development in NEV trade and enhance regulatory oversight [19] - The automotive industry is positioned as a key driver of the new technological revolution and industrial transformation, contributing significantly to the national economy [22][23]

（文章来源：证券日报） 证券日报网讯 12月26日，奥迪威发布公告称，公司2025年12月25日召开2025年第四次临时股东会，审 议《关于续聘2025年度会计师事务所的议案》《关于购买董事、高级管理人员责任险的议案》。 ...

Group 1 - The core point of the article is that Audiwei has received a project confirmation from a leading intelligent driving system integrator to supply automotive-grade intelligent sensors, with a total contract value of 176 million yuan (excluding tax) [1] - The project is expected to start mass production and delivery in December 2026, with a lifecycle of approximately three years [1] - The contract signifies a strategic partnership that could enhance Audiwei's position in the automotive sensor market [1]

Core Viewpoint - Guangdong Audiwei Sensor Technology Co., Ltd. has received a project confirmation from a leading intelligent driving system integrator to supply automotive-grade intelligent sensors, with an estimated contract value of RMB 176 million (excluding tax) over a lifecycle of approximately three years starting from December 2026 [1][2]. Group 1: Project Details - The project involves supplying automotive-grade intelligent sensors to a top-tier overseas smart automotive supply chain company, although the client's name is undisclosed due to confidentiality agreements [1]. - The expected total contract amount is RMB 176 million (excluding tax), with production set to begin in December 2026 and a project lifecycle of three years [1]. - This collaboration is seen as a recognition of Audiwei's R&D capabilities, product quality control, and supply chain assurance [1]. Group 2: Business Impact - The project is anticipated to positively impact the company's future annual revenue and profitability, enhancing brand recognition and core competitiveness in overseas markets [2]. - The company emphasizes that the project will help increase its market share in intelligent sensors and strengthen its industry influence in the smart automotive sensor segment [1][2]. - The actual procurement quantity remains uncertain as the project amount is based on client forecasts, and the final transaction amount will depend on actual orders [2].

Core Viewpoint - The article discusses the journey of Aodiwei, a sensor company, as it aims to enter the Hong Kong stock market, highlighting both its achievements and the challenges it faces in a competitive industry [2][12]. Company Overview - Aodiwei, led by Zhang Shuguang, has transitioned from traditional actuators to smart sensors, establishing a significant market presence [3][5]. - Zhang Shuguang holds a 15.39% stake in the company, making him the largest single shareholder, while his wife holds 1.80% [3]. Market Position - In 2024, Aodiwei ranked second in China's smart home sensor market with a market share of only 0.1%, and third globally in automotive ultrasonic sensors with an 11.3% market share [5]. - The company has expanded its international presence, with over 40% of its revenue coming from markets outside mainland China by mid-2025 [7]. Financial Performance - Aodiwei's revenue for the first three quarters of 2025 reached 502 million RMB, a 12.31% increase year-on-year, while net profit grew by 5.9% to approximately 71 million RMB [9][8]. - The company has maintained steady growth, but its net profit growth has lagged behind revenue growth [8]. Challenges - Aodiwei faces pressure on its gross margin, which has declined from 25.5% in 2022 to 22.1% in the first half of 2025, primarily due to increased competition in the automotive parts supply chain [10]. - The company's overall capacity utilization was only 53.9% in the first half of 2025, with actuator utilization dropping to 36.1%, raising concerns about structural imbalances in production capacity [11]. Industry Outlook - The global sensor and actuator market is expected to grow at a compound annual growth rate of approximately 4.8% and 6.2% from 2024 to 2029, reaching about 703.6 billion USD and 1.2 trillion RMB, respectively [8]. - The article emphasizes the need for Aodiwei to convert its technological advantages into sustainable profitability while balancing capacity expansion with market demand [12].