金融界2025年3月29日消息，国家知识产权局信息显示，思特威（上海）电子科技股份有限公司申请一 项名为"图像传感器及其控制方法"的专利，公开号CN 119697513 A，申请日期为2023年9月。 天眼查资料显示，思特威（上海）电子科技股份有限公司，成立于2017年，位于上海市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本39971.2197万人民币，实缴资本36000 万人民币。通过天眼查大数据分析，思特威（上海）电子科技股份有限公司共对外投资了11家企业，参 与招投标项目4次，财产线索方面有商标信息129条，专利信息572条，此外企业还拥有行政许可17个。 专利摘要显示，本发明提供一种图像传感器及其控制方法，图像传感器包括：信号生成模块，用于在双 增益工作模式下生成第一转换增益的图像数据信号及第二转换增益的图像数据信号，在单增益工作模式 下生成设定转换增益的图像数据信号；信号存储模块，与信号生成模块耦接，用于在双增益工作模式下 通过不同存储器件存储相应信号，在单增益工作模式下通过存储器件合并的方式存储相应信号；信号读 出模块，与信号存储模块耦接，用于对不同工作模式下的相应信号 ...

Group 1 - A total of 203 companies were investigated by institutions in the past five days, with significant interest in companies like Shenzhen South Circuit, Chip Source Micro, and Zoli Pharmaceutical [1] - Among the companies investigated, 46 received attention from more than 20 institutions, with Shenzhen South Circuit being the most popular, attracting 129 institutions [1] - The types of institutions involved in the investigations included 177 securities companies, 148 fund companies, and 85 private equity firms [1] Group 2 - In terms of market performance, 25 stocks among those investigated saw an increase, with Shenghong Technology, Xingtum Control, and Chaohongji leading with gains of 37.70%, 27.75%, and 18.76% respectively [2] - Nine stocks have reported annual results, with the highest net profit growth seen in Wantong Hydraulic and Xingtum Control, at 37.02% and 35.68% respectively [2] - Fourteen stocks have released preliminary reports for 2024, with significant net profit growth reported by Sitwei and Shenghong Technology, at 2651.81% and 72.94% respectively [2]

证券代码：688213 证券简称：思特威 公告编号：2025-004 思特威（上海）电子科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持股的基本情况 截至本公告披露日，思特威（上海）电子科技股份有限公司（以下简称"公 司"）股东持股情况如下： 1、国家集成电路产业投资基金二期股份有限公司（以下简称"国家集成电 路基金二期"）持有公司股份 29,543,603 股,占公司总股本的 7.35%。 2、Brizan China Holdings Limited（以下简称"Brizan Holdings"）持有公司股 份 23,402,230 股，占公司总股本的 5.82%。 3、共青城思智威科技产业投资合伙企业（有限合伙）（以下简称"共青城思 智威"）持有公司股份 17,170,441 股，占公司总股本的 4.27%。 4、公司董事、副总经理马伟剑先生持有公司股份 16,404,798 股，占公司总 股本的 4.08%。 上述 4 名股东的股份均来源于公司 ...

Investment Rating - The report indicates a positive investment outlook for the domestic computing power industry, driven by the surge in AI applications and infrastructure investments from major cloud service providers [3]. Core Insights - The demand for AI applications is expected to lead to significant growth in the domestic computing power industry, with major investments from cloud service providers like Alibaba, ByteDance, and Tencent [3][12]. - Advances in semiconductor manufacturing processes are reshaping the global semiconductor landscape, with China making notable progress in advanced processes [3][27]. - AI-enabled devices are anticipated to proliferate across various sectors, including smartphones, PCs, wearables, and IoT devices, with a focus on enhancing user experience through AI integration [3][48]. Summary by Sections Infrastructure: Cloud Providers Leading Domestic Computing Power Breakthrough - Major cloud providers are expected to drive a resurgence in capital expenditures, with Alibaba planning to invest over 380 billion yuan in AI computing centers and data centers over the next three years [12]. - The AIDC hardware spending is projected to benefit from increased demand for computing chips and storage solutions, particularly in the context of AI infrastructure [13]. Advanced Manufacturing: Multi-Dimensional Breakthroughs in Advanced Processes - China has achieved an 8% market share in advanced semiconductor processes as of 2023, with local foundries like SMIC and HHGrace making strides in narrowing the technology gap [27]. - The report highlights the importance of advanced packaging technologies such as CoWoS and SoIC, which are being industrialized in China [37]. Intelligent Terminals: A Blooming Era for Edge AI - The report forecasts that by 2025, the global market for GenAI smartphones will reach approximately 420 million units, representing a year-on-year growth of 82.7% [48]. - Apple is expected to lead in smart edge devices, with significant investments in IoT and wearable technology, enhancing AI capabilities across its product lines [50]. Key Investment Targets - The report identifies several key companies across various sectors, including: - Infrastructure: Lanqi Technology, Demingli, and Jiewate [3]. - Advanced Manufacturing: SMIC, Huahong, and Changdian Technology [3]. - Edge AI/SoC: Xiaomi Group, Lenovo Group, and Rockchip [3]. - Autonomous Driving: Horizon Robotics and Weir Shares [3].

Financial Performance - The company achieved total revenue of CNY 596,928.94 million, an increase of 108.91% compared to the previous year[2] - The net profit attributable to the parent company reached CNY 39,118.32 million, a significant increase of 2,651.81% year-on-year[2] - Basic earnings per share rose to CNY 0.98, reflecting a 2,350.00% increase from the previous year[2] Assets and Equity - Total assets at the end of 2024 were CNY 785,710.07 million, up 27.85% from the beginning of the period[3] - Equity attributable to the parent company increased by 11.67% to CNY 417,743.93 million[3] Market and Product Development - The company's gross profit margin improved significantly due to increased sales in the smartphone and automotive electronics sectors[6] - The company launched several high-performance products in the smartphone market, contributing to a substantial rise in sales volume[5] - The company deepened collaborations with multiple clients, enhancing market share and driving revenue growth in the smartphone sector[5] - The increase in revenue and profit was primarily driven by the company's focus on product development and market promotion[7] Audit and Reporting - The financial data presented is preliminary and subject to final audit in the 2024 annual report[1]

Financial Performance - The company expects 2024 revenue to be between 5.8 billion and 6.1 billion yuan, a year-on-year increase of 103% to 113% [1] - Net profit for 2024 is projected to be between 371 million and 417 million yuan, a year-on-year increase of 2512% to 2830% [1] - Non-GAAP net profit for 2024 is expected to be between 364 million and 409 million yuan, a year-on-year increase of 59796% to 67244% [1] - In 2023, the company achieved revenue of 2.857 billion yuan and net profit of 14.22 million yuan, with basic earnings per share of 0.04 yuan [1] Business Overview - The company specializes in the R&D, design, and sales of high-performance CMOS image sensor chips [1] - Products are widely used in security surveillance, machine vision, smartphones, automotive electronics, and industrial sensing [1] - The company operates under a Fabless model, focusing on R&D and design while outsourcing wafer production and packaging [1] - The company has established its own testing facility for final testing (FT testing) to ensure product quality and debugging convenience [1] Growth Drivers - New generation products in the smart security field have shown superior performance and competitiveness, leading to significant sales growth [2] - High-end 50MP products for flagship smartphones and cost-effective 50MP products for mainstream smartphones have seen substantial shipment growth [2] - Deepened cooperation with multiple customers and expanded application scenarios have increased market share in the smartphone sector [2] - Products for automotive electronics, including smart driving (surround view, side view, and front view) and in-cabin applications, have experienced significant shipment growth [2] R&D and Innovation - R&D investment in the first three quarters of 2024 reached 321 million yuan [2] - The company has developed diverse and differentiated product series to meet customer needs across various image sensor application fields [2] - Product offerings cover high, mid, and low-end segments to cater to different customer positioning [2] Strategic Direction - The company maintains a three-pillar development strategy focusing on smart security, smartphones, and automotive electronics [3] - The company aims to optimize its product matrix and build a more resilient supply chain system [3] - The smartphone sector has become the company's second growth curve [3]

Core Viewpoint - The company, Sitoway (688213), expects a significant increase in net profit for 2024, projecting between 371 million to 417 million yuan, representing a year-on-year growth of 2512% to 2830% [1] Group 1: Business Performance - The company has launched new iterative products in the smart security field, which exhibit superior performance and competitiveness, leading to a substantial increase in product sales [1] - In the smartphone sector, the company has seen a significant rise in the shipment of several high-end 50 million pixel products used in flagship smartphones, as well as cost-effective 50 million pixel products for regular smartphones [1] - In the automotive electronics sector, the company has experienced a notable increase in the shipment of multiple products used for intelligent driving, including surround view, panoramic view, and front view systems, as well as in-cabin applications [1]

Financial Projections - The company expects to achieve operating revenue of between 5,800 million and 6,100 million yuan in 2024, representing an increase of 294,266 million to 324,266 million yuan, or a growth rate of 103% to 113% compared to the previous year[4]. - The projected net profit attributable to the parent company for 2024 is between 371.3 million and 416.53 million yuan, an increase of 357.08 million to 402.31 million yuan, reflecting a growth rate of 2,512% to 2,830% year-over-year[4]. - The net profit attributable to the parent company after deducting non-recurring gains and losses is expected to be between 363.8 million and 409.04 million yuan, an increase of 363.19 million to 408.43 million yuan, with a growth rate of 59,796% to 67,244% compared to the previous year[4]. - The performance forecast is based on preliminary calculations by the finance department and has not yet been audited by a registered accountant[9]. - The company has not identified any significant uncertainties that could affect the accuracy of the performance forecast[10]. - Investors are advised to consider the preliminary nature of the forecast data, which will be finalized in the audited annual report for 2024[11]. 2023 Performance - The company achieved operating revenue of 2,857.34 million yuan in 2023, with a net profit attributable to the parent company of 14.22 million yuan[7]. Revenue Growth Drivers - The significant increase in revenue and profit is attributed to the launch of new products in the smart security field and increased sales in the smartphone and automotive electronics sectors[8]. - The company has seen a substantial rise in the shipment of high-end 50 million pixel products for flagship smartphones, contributing to significant revenue growth in the smartphone sector[8]. - The company has deepened cooperation with multiple clients, enhancing product offerings to meet diverse application needs, which has led to an increase in market share[8].

思特威（上海）电子科技股份有限公司 2023 年限制性股票激励计划 首次授予部分第一个归属期归属结果暨股份上市公告 证券代码：688213 证券简称：思特威 公告编号：2025-001 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 2,129,375 股。 本次股票上市流通总数为 2,129,375 股。 本次股票上市流通日期为 2025 年 1 月 8 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，思特威（上海）电子科技股份有限公司 （以下简称"公司"）于 2025 年 1 月 3 日收到中国证券登记结算有限责任公司上 海分公司出具的《证券变更登记证明》，公司已完成 2023 年限制性股票激励计划 （以下简称"本激励计划"）首次授予部分第二类限制性股票第一个归属期的股 份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （一）2023 年 9 月 ...

证券代码：688213 证券简称：思特威 公告编号：2024-057 思特威（上海）电子科技股份有限公司 关于募投项目结项并将节余募集资金永久补充流动 资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 思特威（上海）电子科技股份有限公司（以下简称"公司"）首次公开发行 股票募集资金投资项目（以下简称"募投项目"）之"研发中心设备与系统建设 项目"、"图像传感器芯片测试项目"、"CMOS 图像传感器芯片升级及产业化项目" 已达到预定可使用状态，公司决定将其予以结项，并将节余募集资金用于永久补 充流动资金，现将具体情况公告如下： 一、 募集资金概况 （一）募集资金基本情况 经中国证券监督管理委员会《关于同意思特威（上海）电子科技股份有限公 司首次公开发行股票注册的批复》（证监许可[2022]636 号）批准，本公司向社会 公开发行人民币普通股（A 股）40,010,000 股，发行价格为 31.51 元/股，募集资 金总额为人民币 1,260,715,100.00 元，扣除承销商保荐及承销费用人民币 63,035,7 ...