从智能工厂里自我预警的机械臂，到飞驰自动驾驶汽车上的"火眼金睛"，所有这些智能场景的源头，都离不开一枚枚微小的"感知神经"——智能传感器。随 着5G与AIoT浪潮席卷千行百业，作为产业智能化基石的智能传感器正步入高速增长期。 近日，深耕该领域二十余年的广东奥迪威传感科技股份有限公司(920491.BJ)（以下简称"奥迪威"）启动赴港二次上市，旨在借助资本市场之力，在这场"感 知之战"中抢占有利位置。 业绩稳健增长，业务结构集中 据招股书显示，奥迪威是智能传感与精密执行解决方案提供商，业务覆盖智能家居、智能汽车、智能终端与智能制造等领域。其采用IDM（集成器件制造） 模式，实现了从敏感材料、换能芯片、算法到精密制造的垂直整合，构筑了自主可控的技术链条。 公司主要提供各类定制化传感器、精密微型执行器及相关模组产品。据弗若斯特沙利文报告显示，2024年公司在多项市场统计中位居前列：智能家居传感器 收益位列中国第二；汽车超声波传感器与执行器出货量排名全球第三；传感器总出货量在中国市场排名第五；汽车传感器出货量居中国第三。 此外，公司已实现新一代AKII车载超声波传感器的量产，该产品可支持ADAS/AVP功能，公司亦成 ...

此外，公司已实现新一代AKII车载超声波传感器的量产，该产品可支持ADAS/AVP功能，公司亦成为国内率先实现此类传感器量产的企业之一。基于其产品 布局与技术整合能力，公司致力于在人工智能与物理世界交互的各类场景中拓展市场应用。 业绩方面，公司营收保持快速增长。2022年、2023年及2024年，奥迪威的收益分别为3.78亿元（人民币，下同）、4.67亿元及6.17亿元，复合年增长率为 27.8%。 从智能工厂里自我预警的机械臂，到飞驰自动驾驶汽车上的"火眼金睛"，所有这些智能场景的源头，都离不开一枚枚微小的"感知神经"——智能传感器。随 着5G与AIoT浪潮席卷千行百业，作为产业智能化基石的智能传感器正步入高速增长期。 近日，深耕该领域二十余年的广东奥迪威传感科技股份有限公司(920491.BJ)（以下简称"奥迪威"）启动赴港二次上市，旨在借助资本市场之力，在这场"感 知之战"中抢占有利位置。 业绩稳健增长，业务结构集中 据招股书显示，奥迪威是智能传感与精密执行解决方案提供商，业务覆盖智能家居、智能汽车、智能终端与智能制造等领域。其采用IDM（集成器件制造） 模式，实现了从敏感材料、换能芯片、算法到精密制造 ...

来源：新浪财经-鹰眼工作室 广东奥迪威传感科技股份有限公司（证券代码：920491，证券简称：奥迪威）12月10日发布公告，拟通 过全资孙公司在马来西亚投建智能传感器及执行器新工厂，总投资额约5480万美元，建设周期为4年。 此举旨在优化全球产能配置与供应链结构，提升海外业务稳定性及运营效率，以应对公司海外业务占比 持续较高的发展需求。 海外业务驱动产能升级 5480万美元投向智能传感器领域 公告显示，奥迪威近年来海外业务发展迅速，出口业务占营业收入比重已处于较高水平。为进一步夯实 全球竞争力，公司计划实施"马来西亚新工厂建设项目"，项目经营范围涵盖智能传感器、执行器及其解 决方案的研究、设计、生产和销售。 该项目实施主体为奥迪威全资控股的孙公司，由其香港全资子公司投资设立。项目总投资约5480万美元 （按2025年12月8日董事会当天汇率计算），资金来源为公司自有资金或自筹资金，主要用于物业、厂 房及设备购置、铺底流动资金及初期生产材料储备等。项目建设周期预计4年，具体进度将以实际建设 情况为准。 交易性质与决策程序：不构成重大资产重组 董事会已审议通过 根据公告，本次海外投资不构成重大资产重组。参照《上市 ...

证券日报网讯 12月10日晚间，奥迪威发布公告称，公司于2025年12月8日召开第四届董事会第二十一次 会议，审议《关于购买董事、高级管理人员责任险的议案》。 （文章来源：证券日报） ...

每经讯，奥迪威12月10日发布公告称，因业务发展需要，广东奥迪威传感科技股份有限公司拟以现金方 式向奥感微（广州）科技有限公司增资人民币750万元，本次增资后公司持有奥感微股权的比例将由 35%变更为45%。 每日经济新闻 （记者 张明双） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

来源：预审IPO 文/瑞财经 李姗姗 当过中学老师，进厂打过工，张曙光早早在25岁时就当上了副总，十年后又与妻子黄海涛一同成为了奥 迪威（920491.BJ）的"掌舵人"。 奥迪威主要从事传感器、执行器及相关智能模组的研发、制造与销售，产品应用于智能家居、智能汽车 等领域。 站在AI的风口上，近年来，奥迪威实现收入与净利润的双丰收。业绩增长的底气下，奥迪威向港交所 递去了招股书，成为继佳先股份（920489.BJ）之后，第二家宣布"北+H"上市方案的企业。 实际上，自成立以来，奥迪威广受投资者青睐，曾获达晨创投、深创投、至尚资本等机构的投资。此 外，隆基绿能（601012.SH）董事长钟宝申出现在公司大股东之列，也成为市场关注的焦点。 01 中学教师下海创业 隆基绿能董事长下注 奥迪威的创始股东并非张曙光、黄海涛夫妇。公司前身番禺奥迪威成立于1999年6月，注册资本82万 元，最初由杨磷、戈维利及郭予龙三人分别持有46.95%、26.83%及26.22%股权。 2000年3月，张曙光来到奥迪威任职，两年后，他与妻子黄海涛一同向杨磷、郭予龙收购公司股份，二 人分别获得18.18%、13.64%股权，并构成最大单 ...

Core Viewpoint - Several A-share companies are progressing towards A+H dual listings, including Audiwei, which submitted its IPO prospectus to the Hong Kong Stock Exchange [1] Company Overview - Audiwei, established in June 1999 and headquartered in Panyu, Guangzhou, focuses on the research, manufacturing, and sales of sensors and actuators [3][4] - The company operates under an IDM (Integrated Device Manufacturer) model, integrating all key production processes for sensors and actuators [5][14] Financial Performance - Audiwei's revenue has shown growth in recent years, with figures of RMB 377.95 million in 2022, RMB 467.08 million in 2023, and projected RMB 617.16 million in 2024 [10][11] - Net profits for the same years were RMB 52.62 million, RMB 76.98 million, and RMB 93.95 million, with fluctuating gross margins of 34.9%, 38%, and 34.8% respectively [10][11] - The company faces pressure from accounts receivable, with trade receivables amounting to RMB 1.62 billion, RMB 1.98 billion, RMB 2.47 billion, and RMB 2.43 billion over the reporting periods [15] Product and Market Position - Audiwei's primary revenue sources are smart home solutions (56.9% of revenue in H1 2025) and smart automotive solutions (38.3% of revenue in H1 2025) [12][13] - The company ranks fifth among Chinese enterprises in global sensor shipments, with a market share of only 0.1% [19][28] - Audiwei's products are integrated with signal processing circuits and AI system-compatible outputs, providing plug-and-play solutions for downstream manufacturers [8][10] Industry Context - The global sensor market is projected to grow from approximately USD 189.1 billion in 2020 to USD 237.1 billion by 2024, with a compound annual growth rate (CAGR) of about 5.8% [24][26] - The actuator market is also expanding, expected to grow from approximately USD 262.1 billion in 2020 to USD 320.5 billion by 2024 [24][26] - The sensor and actuator industry is characterized by a highly fragmented market with specialized suppliers, where the top five suppliers hold only about 5.4% of the market share [27][28]

Core Viewpoint - Audiwei (BJ920491), known as the "first stock of sensors" on the Beijing Stock Exchange, has submitted its application for listing on the Hong Kong Stock Exchange, aiming to accelerate overseas market expansion and enhance financing channels [1] Group 1: IPO and Fund Utilization - Audiwei plans to use the funds raised from the Hong Kong IPO to increase production capacity in Malaysia, build a new high-performance sensor production base in China, invest in R&D and digitalization, and for general corporate purposes [1] - The company aims to support long-term and steady development in both domestic and international markets through this listing [1] Group 2: Company History and Market Position - Founded in 1999, Audiwei has undergone several transformations, including a name change and a shift from the New Third Board to the Beijing Stock Exchange [2] - Audiwei is the second company to announce a "North + H" listing plan, following the vaccine company Kanglaweishi [2] - The company focuses on providing intelligent sensing and precision micro-execution solutions for various scenarios, including smart homes, smart cars, smart terminals, and smart manufacturing [2] Group 3: Product and Revenue Breakdown - Audiwei's new generation AKII vehicle-mounted ultrasonic sensor supports ADAS/AVP and is the first in China to achieve mass production [3] - The company ranks second in China for smart home product sensor revenue and third globally for automotive ultrasonic sensors and actuators in 2024 [3] - The main revenue source during the reporting period is the smart home solution, with its share increasing from 53% in 2022 to 56.9% in the first half of 2025 [3] Group 4: Production Capacity and Financial Performance - As of mid-2025, Audiwei has three domestic production bases and one overseas base in Malaysia, with a customer network covering over 46 countries [4] - The company reported revenues of 378 million, 467 million, 617 million, and 327 million yuan for the respective years, with profits of 52.6 million, 76.9 million, 93.9 million, and 46.9 million yuan [5] - Despite a 15.1% year-on-year revenue growth in the first half of 2025, profit growth was only 3.9% [5] Group 5: Margin Trends and Capacity Utilization - The gross margin for the smart automotive solution decreased from 25.9% in 2023 to 22.1% in the first half of 2025, attributed to intensified competition in the domestic automotive supply chain [6] - The gross margin for actuators dropped from 27% in 2022 to 21.3% in the first half of 2025, mainly due to rising prices of precious metals [6] - Overall capacity utilization declined to 53.9% in the first half of 2025, down 16.4 percentage points from 2024, with actuator utilization plummeting from 63.3% to 36.1% [6] Group 6: Market Competition and Shareholder Structure - Audiwei holds a third-place position in the global automotive ultrasonic sensor and actuator market, but there is a significant gap compared to industry leaders Bosch and Valeo, which together hold nearly 40% of the market share [7] - The largest shareholders are the executive director and chairman Zhang Shuguang and his spouse, holding approximately 15.39% and 1.80% of the company's issued shares, respectively [7] - The company justifies its plan to raise funds for expansion despite declining capacity utilization, indicating that the funds will primarily be used for its overseas production base [7]

Company Overview - Guangdong Audiwei Sensor Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, aiming for a dual listing after its previous IPO on the Beijing Stock Exchange in June 2022 [2] - Audiwei is recognized as a global leader in sensor and actuator solutions, focusing on smart home, smart automotive, smart terminals, and smart manufacturing applications [2] Market Position - According to Frost & Sullivan, Audiwei ranks second in China for smart home product sensors revenue in 2024, third globally for automotive ultrasonic sensors and actuators shipment volume, fifth in China for overall sensor shipment volume, and third globally for automotive sensor shipment volume in 2024 [2] Production Capacity - Audiwei has established a coordinated production system both domestically and internationally, with three production bases in China (Guangzhou, Zhaoqing, Jingdezhen) and one overseas base in Selangor, Malaysia [3] Financial Performance - The company has shown steady growth in recent years, with revenues of RMB 378 million, RMB 467 million, RMB 617 million, and RMB 327 million for the years 2022, 2023, 2024, and the first half of 2025, respectively [3] - Audiwei's net profits for the same periods were RMB 53 million, RMB 77 million, RMB 94 million, and RMB 47 million [3]

受益于行业发展红利与自身竞争优势，奥迪威传感在往绩期间实现了收益及溢利的显著增长。2022年至2024年，公司收益分别 为人民币3.78亿元、4.671亿元及6.172亿元，复合年增长率达27.8%；2025年上半年，收益进一步增至人民币3.269亿元，较上年 同期的2.84亿元增长15.1%。盈利方面，2022年至2024年，公司年内溢利分别为人民币5260万元、7700万元及9400万元，复合年 增长率达33.6%；2025年上半年，期内溢利为人民币4700万元，较上年同期的4520万元增长3.9%。盈利能力保持稳定，2022年至 2024年及2025年上半年，公司纯利率分别为13.9%、16.5%、15.2%及14.4%。 凭借强大的技术实力与产品竞争力，奥迪威传感在全球市场占据领先地位。根据弗若斯特沙利文数据，2024年，公司在全球智 能家居产品传感器收益排名中位列中国第二；在全球汽车超声波传感器与执行器出货量排名中位列全球第三；在全球传感器出 货量排名中位列中国第五；在全球汽车传感器出货量排名中位列中国第三。值得一提的是，公司自主研发的新一代AKII车载超 声波传感器，实现了对ADAS/AVP的有效 ...