金融界消息 截至2025年7月31日收盘，敏芯股份（688286）报收于72.42元，下跌1.07%，换手率 3.63%，成交量2.03万手，成交金额1.50亿元。 通过天眼查大数据分析，苏州敏芯微电子技术股份有限公司共对外投资了10家企业，参与招投标项目27 次，知识产权方面有商标信息9条，专利信息496条，此外企业还拥有行政许可17个。 资金流向方面，今日主力资金净流出1635.91万元，占比成交额10.93%。其中，超大单净流出937.84万 元、占成交额6.27%，大单净流出698.08万元、占成交额4.67%，中单净流出流出86.10万元、占成交额 0.58%，小单净流入1722.01万元、占成交额11.51%。 来源：金融界 敏芯股份最新一期业绩显示，截至2025一季报，公司营业总收入1.35亿元、同比增长53.05%，归属净利 润284.87万元，同比增长119.72%，扣非净利润206.88万元，同比增长112.68%，流动比率5.014、速动比 率3.080、资产负债率13.89%。 天眼查商业履历信息显示，苏州敏芯微电子技术股份有限公司，成立于2007年，位于苏州市，是一家以 从事水利管理 ...

Core Insights - The gas-sensitive sensor industry is experiencing explosive growth in China, driven by government policies and increasing demand in various sectors, with market size expected to reach 17.5 billion yuan in 2024 and exceed 20 billion yuan in 2025, potentially reaching 40 billion yuan by 2030 [1][11][22] Industry Overview - Gas-sensitive sensors are devices that detect specific gas components and concentrations, converting chemical signals into measurable electrical signals, widely used in environmental monitoring, industrial safety, and smart homes [2][6] - The industry is categorized into various types based on working principles, including semiconductor, electrochemical, catalytic combustion, infrared optical, and solid electrolyte sensors [4][6] Development Background - The industry benefits from favorable policies, such as the national "Measurement Development Plan (2021-2035)", which designates sensors as a strategic foundational industry, promoting breakthroughs in high-precision gas detection technologies [6][8] Industry Chain - The gas-sensitive sensor industry in China has established a complete industrial chain, with upstream focusing on core raw materials and manufacturing equipment, while domestic companies are reducing reliance on imports through technological advancements [8][19] - Leading companies like Sifang Optoelectronics and Zengmin Technology are accelerating high-end breakthroughs in sensor design and manufacturing [8][19] Current Market Analysis - The market for gas-sensitive sensors in China is projected to grow significantly, with a year-on-year increase of 16.67% expected in 2024, driven by environmental policies, industrial automation, and consumer demand [11][19] - The industry is characterized by a competitive landscape where international giants dominate high-end markets, while domestic companies are rapidly gaining ground in environmental monitoring and smart home applications [17][19] Competitive Landscape - The market is divided into three main segments: international giants (e.g., Honeywell, Siemens) hold about 35% of the high-end market, domestic leaders (e.g., Sifang Optoelectronics, Hanwei Technology) account for approximately 30%, and small private enterprises focus on low-end standardized products [17][19] Future Trends - The gas-sensitive sensor industry is moving towards smart, miniaturized, integrated, and diversified development, with AI algorithms and MEMS technology driving innovation [21][22] - New application areas are emerging, such as carbon emission monitoring and hydrogen fuel cell vehicles, which are expected to significantly boost market demand [22][23] - The industry is undergoing a reconstruction of ecosystems, with domestic companies breaking international monopolies through technological advancements and collaborative standards [24]

Core Viewpoint - The company, Minxin Co., Ltd. (688286.SH), is expanding its presence in the robotics sector by developing various sensors for humanoid robots, indicating a strategic move towards advanced robotics technology [1] Group 1: Company Developments - The company has initiated research and development projects for six-dimensional force sensors, IMUs for robots, and glove-type pressure and temperature sensors [1] - The company is actively engaging in technical exchanges and promoting product applications with relevant manufacturers [1] Group 2: Industry Trends - Sensors have a wide range of applications in the robotics field, highlighting the growing importance of sensor technology in enhancing robotic capabilities [1]

Core Points - The company announced the results of the stock option incentive plan for the second quarter of 2025, highlighting the number of shares exercised and the completion of share registration [1][2][4] - A total of 24,239 shares were exercised from the reserved grant portion of the first exercise period, representing 88.33% of the total exercisable amount [1][4] - For the first grant portion of the second exercise period, 59,963 shares were exercised, accounting for 55.22% of the total exercisable amount [1][4] Summary by Sections Exercise Quantity - The total number of shares exercised in the second quarter of 2025 was 84,202 shares, with 24,239 shares from the first exercise period and 59,963 shares from the second exercise period [1][5][6] Listing and Trading of Exercised Shares - Shares obtained through the exercise will be listed for trading on the second trading day after the exercise date [2][6] Decision-Making Process and Disclosure - The company followed a structured decision-making process for the stock option incentive plan, including independent opinions from directors and verification by the supervisory board [2][3] Changes in Share Capital Structure - The total number of unrestricted shares increased to 56,012,729 after the exercise, following the cancellation of 62,694 shares from a previous buyback plan [7][8] Use of Raised Funds - The funds raised from the exercise, totaling approximately 3.54 million yuan, will be used to supplement the company's working capital [8]

证券代码：688286 证券简称：敏芯股份 公告编号：2025-043 苏州敏芯微电子技术股份有限公司 关于 2022 年股票期权激励计划 2025 年第二季度 自主行权结果暨股份变动公告 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。 重要内容提示： 本次行权数量 公司 2022 年股票期权激励计划预留授予部分第一个行权期可行权数量为 27,441 份，行权期为 2025 年 4 月 30 日-2026 年 4 月 9 日（行权日须为交易 日）。2025 年第二季度累计行权并完成股份登记数量为 24,239 股，占本次可行 权总量的 88.33%；截至 2025 年 6 月 30 日，累计行权并完成登记数量为 24,239 股，占本次可行权总量的 88.33%。 公司 2022 年股票期权激励计划首次授予部分第二个行权期可行权数量为 108,596 份，行权期为 2025 年 5 月 23 日-2026 年 5 月 1 日（行权日须为交易 日）。2025 年第二季度累计行权并完成股份登记数量为 59,963 股，占本次可 ...

苏州敏芯微电子技术股份有限公司 关于 2022 年员工持股计划第二个锁定期届满的 提示性公告 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。 苏州敏芯微电子技术股份有限公司（以下简称"公司"）第三届董事会第十 一次会议、第三届监事会第九次会议和 2022 年第一次临时股东大会审议通过了 《关于公司<2022 年员工持股计划（草案）>及其摘要的议案》及其相关议案， 内容详见公司刊登在上海证券交易所网站（www.sse.com.cn）的相关公告。 证券代码：688286 证券简称：敏芯股份 公告编号：2025-042 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》及 《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》规定， 公司 2022 年员工持股计划（以下简称"本次员工持股计划"）的第二批锁定期 将于 2025 年 7 月 2 日届满，现将本次员工持股计划第二批股票锁定期届满相关 情况公告如下： 一、员工持股计划持股情况和锁定期 2023 年 2 月 3 日，公司收到中国证券登记结算有限责任公 ...

Core Viewpoint - Suzhou Minxin Microelectronics Technology Co., Ltd. plans to cancel 62,694 shares repurchased from its special securities account, reducing its total registered capital from 56,066,784 yuan to 56,004,090 yuan, with the cancellation date set for June 16, 2025 [1][5]. Group 1: Share Repurchase and Cancellation - The company held meetings on April 9, 2025, April 28, 2025, and the first extraordinary shareholders' meeting of 2025, where it approved the change of purpose for repurchased shares from employee stock ownership plans to cancellation and capital reduction [2][4]. - The repurchase plan involved buying back shares at a price not exceeding 105 yuan per share, with a total repurchase fund between 10 million yuan and 20 million yuan, executed within six months from the board's approval [3][4]. Group 2: Share Structure Changes - Following the cancellation, the total share capital will decrease from 56,066,784 shares to 56,004,090 shares, with the canceled shares representing 0.79% of the total capital [5][6]. - The share structure will consist entirely of unrestricted circulating shares post-cancellation, maintaining the total share count at 56,004,090 [5]. Group 3: Impact and Future Arrangements - The decision to change the purpose of repurchased shares and proceed with cancellation is aimed at protecting investor interests and enhancing investor confidence, ultimately benefiting shareholder returns [6]. - The company asserts that this action complies with relevant laws and regulations and will not adversely affect its financial condition or operational results [6].

证券代码：688286 证券简称：敏芯股份 公告编号：2025-040 苏州敏芯微电子技术股份有限公司 关于实施回购股份注销暨股份变动的公告 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。 重要内容提示： ● 苏州敏芯微电子技术股份有限公司（以下简称"公司"）本次将注销回购 专用证券账户中的 62,694 股股份，占注销前公司总股本 56,066,784 股的比例为 0.11%。本次注销完成后，公司总股本将由 56,066,784 股变更为 56,004,090 股， 注册资本将由 56,066,784 元变更为 56,004,090 元。 三、回购股份注销的办理情况 ● 回购股份注销日：2025 年 6 月 16 日。 公司分别于 2025 年 4 月 9 日、2025 年 4 月 28 日召开第四届董事会第四次 会议、第四届监事会第四次会议以及 2025 年第一次临时股东大会，审议通过了 《关于变更部分回购股份用途并注销暨减少注册资本的议案》，同意将 2022 年回 购方案中已回购尚未使用的股份用途进行变更，由"用于实 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2025-041 苏州敏芯微电子技术股份有限公司 关于全资子公司变更法定代表人、执行董事暨完成工 商变更登记的公告 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。 苏州敏芯微电子技术股份有限公司（以下简称"公司"）全资子公司苏州德 斯倍电子有限公司（以下简称"德斯倍"）因公司业务发展需要，对其法定代表 人、执行董事进行变更。以上变更事项已经苏州市工业园区行政审批局核准，相 关工商变更登记手续已办理完毕，并取得换发后的《营业执照》。具体变更内容 为：法定代表人、执行董事由梅嘉欣先生变更为于清会先生，除上述变更事项， 德斯倍《营业执照》其他登记事项保持不变，具体信息如下： 1、名称：苏州德斯倍电子有限公司 7、住所：中国（江苏）自由贸易试验区苏州片区苏州工业园区旺家浜巷 8 号 1-4 楼 8、经营范围：生产：半导体分立器件、集成电路；半导体封装测试；从事 各类商品和技术的进出口服务。（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）一般项目：机械零件、零部件销售； ...

敏芯股份688286 时间: 2025年6月10日星期二 43.17分综合得分 偏弱 趋势方向 主力成本分析 64.10 元 当日主力成本 66.52 元 5日主力成本 69.45 元 20日主力成本 68.69 元 跌停 1 次 技术面分析 68.41 短期压力位 60日主力成本 周期内涨跌停 过去一年内该股 涨停 2次 66.07 短期支撑位 75.26 中期压力位 65.78 中期支撑位 股价跌破短期支撑位，短线观望为宜； 股价跌破中期支撑位，中期主力资金做多意愿不强，以观望为 宜 K线形态 ★三只乌鸦★ 可能见顶回落 ★双飞乌鸦★ 行情将见顶回落 财务数据 最近的财报数据显示，该股于2025年06月10日 每股收益0.05元 营业利润0.03亿元 市盈率--- 销售毛利率25.978% 净利润2,780,434.85元 2025年6月10日星期二 43.17 资金流数据 2025年06月10日的资金流向数据方面 主力资金净流出3669.99万元 占总成交额-29% 超大单净流出623.99万元 大单净流出3046.00万元 散户资金净流入41.44万 关联行业/概念板块 半导体 -2.33%、人工智能 ...