根据《上海证券交易所科创板股票上市规则》等相关规定，本事项将构 成向与关联方共同投资的公司提供大于其股权比例或投资比例的借款的关联交 易，不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 本次交易实施不存在重大法律障碍。 本次提供借款暨关联交易事项已经公司第四届董事会独立董事专门会议 2026 年第一次会议及公司第四届董事会第十二次会议审议通过，本次提供借款 暨关联交易事项未达到股东会审议标准，无需提交股东会审议。 证券代码：688286 证券简称：敏芯股份 公告编号：2026-007 苏州敏芯微电子技术股份有限公司 关于向控股子公司提供借款暨关联交易的公告 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"）拟使用自有资金 向控股子公司苏州中宏微宇科技有限公司（以下简称"中宏微宇"）提供不超过 1,000 万元借款额度，期限为自董事会审议通过之日起 3 年，该额度在有效期内 可循环使用（期间最高余额不超过 1,000 万元）。借款利率将参考届时银行同 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2026-006 苏州敏芯微电子技术股份有限公司 关于全资子公司与关联人共同投资设立合伙企业暨 关联交易的公告 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、准确性和完整性承担法律责任。 重要内容提示： 投资标的名称及投资金额：苏州敏芯微电子技术股份有限公司（以下简 称"公司"）之全资子公司苏州敏芯致远投资管理有限公司（以下简称"敏芯致 远"）拟与公司控股股东、实际控制人、董事长兼总经理李刚先生以及其他非关 联方共同出资 500 万元人民币设立苏州昶诚企业管理咨询合伙企业（有限合伙） （暂定名，具体名称以工商登记机关最终核准为准，以下简称"昶诚"）。其中， 敏芯致远拟作为普通合伙人认缴出资人民币 118.30 万元，认缴出资比例为 23.66%；李刚先生作为有限合伙人认缴出资人民币 240.85 万元，认缴出资比例 为 48.17%。 本次设立合伙企业系与关联人共同投资，构成关联交易，未构成《上 市公司重大资产重组管理办法》规定的重大资产重组。 截至本公告披露日，除上述关联交易外，公司过去 12 个月 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2026-008 苏州敏芯微电子技术股份有限公司 第四届董事会第十二次会议决议公告 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。 一、董事会会议召开情况： 苏州敏芯微电子技术股份有限公司（以下简称"公司"）第四届董事会第 十二次会议通知已于 2026 年 3 月 13 日以邮件形式发出，会议于 2026 年 3 月 18 日以现场与通讯表决相结合的方式召开。本次会议由董事长李刚先生主持， 应到董事 7 名，实到董事 7 名，符合《公司法》和《公司章程》等有关法律法 规规定，表决形成的决议合法、有效。 二、董事会会议审议情况： 具 体 内 容 详 见 公 司 于 2026 年 3 月 20 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《苏州敏芯微电子技术股份有限公司关于向控股子 公司提供借款暨关联交易的公告》。 （二）审议并通过《关于全资子公司与关联人共同投资设立合伙企业暨关 联交易的议案》 董事会认为：公司全资子公司本次关联交易事 ...

证券日报网讯 2月27日，敏芯股份发布业绩快报称，公司2025年实现营业总收入620511926.02元，同比 增长22.69%；归属于母公司所有者的净利润为37410078.67元。 （文章来源：证券日报） ...

格隆汇2月27日丨敏芯股份(688286.SH)公布2025年年度业绩快报，报告期内，公司实现营业总收入 62,051.19万元，同比增长22.69%；实现归属于母公司所有者的净利润3,741.01万元，同比增加7,264.57 万元；实现归属于母公司所有者的扣除非经常性损益的净利润3,012.33万元，同比增加6,521.24万元。报 告期内，公司在新产品领域持续多年的研发投入和市场推广取得成效，压力产品线收入和惯性传感器收 入均较去年同期实现大幅增长。 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2026-005 苏州敏芯微电子技术股份有限公司 2025 年度业绩快报公告 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。 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以苏州敏芯微电子技术股份有限公司（以下简称"公司"）2025 年 年度报告中披露的数据为准，提请投资者注意投资风险。 一、 2025 年度主要财务数据和指标 报告期末，公司总资产为 123,581.73 万元，较报告期初增长 2.06%，归属于 母公司的所有者权益为 107,295.89 万元，较报告期初增长 4.46%。 报告期内，公司在新产品领域持续多年的研发投入和市场推广取得成效，压 力产品线收入和惯性传感器收入均较去年同期实现大幅增长。 同时，报告期内，公司整体销售额增长以及公司产品综合毛利率提升，实现 扭亏为盈。公司产品综合毛利率提升的主要原因如下： | 项目 | 本报告期 | 上年同期 | 增减变动幅度 （％） | | --- | --- | --- ...

敏芯股份公告称，2025年实现营业总收入6.21亿元，同比增长22.69%；归属于母公司所有者的净利润 3741.01万元，同比增加7264.57万元，实现扭亏为盈。扣非净利润3012.33万元，同比增加6521.24万元。 报告期末，总资产12.36亿元，较期初增长2.06%；归属于母公司的所有者权益10.73亿元，较期初增长 4.46%。业绩增长得益于新产品研发和市场推广成效、整体销售额增长及产品综合毛利率提升。数据为 初步核算，未经审计，具体以年报为准。 ...

Core Insights - The company reported a revenue of 621 million yuan for 2025, representing a year-on-year increase of 22.69% [1] - Net profit reached 37.41 million yuan, an increase of 72.65 million yuan compared to the previous year [1] - The growth in revenue is attributed to sustained R&D investment and market promotion in new product areas, leading to significant increases in revenue from pressure product lines and inertial sensors [1] - Overall sales growth and an improvement in the comprehensive gross profit margin contributed to the company's turnaround from loss to profit [1]

Core Insights - The optical communication chip market in China is experiencing continuous growth driven by artificial intelligence, data center expansion, consumer electronics, and 5G deployment [1][20][27] - The production and demand for optical communication chips are projected to increase significantly, with production reaching 867 million units and demand reaching 1.198 billion units in 2024, resulting in a market size of 15.16 billion yuan [1][20][27] - The market is expected to maintain rapid growth, with production estimated at 904 million units and demand at 1.249 billion units in 2025, leading to a market size of approximately 16.02 billion yuan [1][20][27] Industry Definition and Classification - Optical communication chips are defined as chips that convert optical signals and are used for generating, modulating, amplifying, and detecting optical communication signals [2][21] - These chips can be classified into laser chips and detector chips, with laser chips further divided into surface-emitting and edge-emitting types [2][21] Current Industry Status Global Market - The global optical communication chip market is projected to reach $5.43 billion in 2024, with North America accounting for $1.317 billion, Europe for $829 million, and the Asia-Pacific region for $3.048 billion [5][24] - The demand for optical communication chips is driven by the rapid development of new information technologies such as mobile internet, 5G, and cloud computing [5][24] Chinese Market - The Chinese optical communication chip market is expected to see a demand increase to 1.198 billion units in 2024, with high-speed optical communication chips accounting for approximately 13.98% of the total demand [8][27] - The market size for optical communication chips in China is projected to reach 15.16 billion yuan in 2024, with high-speed chips contributing 50.6 billion yuan [8][27] Industry Supply and Competition - The number of companies entering the domestic optical communication chip industry is increasing, leading to improved production technology and a rising domestic production rate [11][30] - The production of optical communication chips in China is expected to grow from 517 million units in 2018 to 867 million units in 2024 [11][30] Industry Value Chain - The optical communication chip industry value chain consists of upstream materials and equipment, midstream chips and modules, and downstream application markets [13][32] - The current landscape shows a monopoly in high-end materials and equipment by overseas companies, while domestic companies dominate the lower-end applications [13][32]

Core Viewpoint - Suzhou Minxin Microelectronics Technology Co., Ltd. anticipates a significant improvement in its financial performance for the year 2025, projecting a turnaround from losses to profitability, driven by increased revenue and enhanced gross margins [2][4]. Financial Performance Forecast - The company expects to achieve an operating revenue of RMB 580 million to RMB 640 million for 2025, representing an increase of RMB 74.26 million to RMB 134.26 million, or a year-on-year growth of 14.68% to 26.55% [2][4]. - The projected net profit attributable to the parent company is expected to be between RMB 28 million and RMB 40 million, an increase of RMB 63.24 million to RMB 75.24 million compared to the previous year, marking a return to profitability [2][4]. - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is forecasted to be between RMB 23 million and RMB 34 million, reflecting an increase of RMB 58.09 million to RMB 69.09 million year-on-year, also indicating a return to profitability [2][4]. Previous Year Performance - In 2024, the company reported an operating revenue of RMB 505.74 million and a net loss attributable to the parent company of RMB 35.24 million [6]. Reasons for Performance Changes - The increase in operating revenue is attributed to the successful long-term investment in R&D and market promotion, leading to significant growth in revenue from pressure product lines and inertial sensors [7]. - The substantial increase in net profit is primarily due to the overall growth in sales and an improvement in the company's gross margin, driven by: 1. A higher sales proportion of high-margin new products, which boosted the overall product gross margin [9]. 2. Effective cost reduction and efficiency enhancement measures, along with economies of scale from increased production volume, leading to a gradual decrease in production costs [9].