人民财讯7月31日电，美芯晟7月31日在互动平台表示，今年以来，国家政策的支持与国产替代的持续推 进，为整体行业景气度提升提供了支持。受关税政策等外部宏观因素的影响，下游客户对供应链安全的 关注和国产替代需求进一步提升。下半年，诸多旗舰品牌的新品发布、海内外节日的活跃因素，都将带 动消费电子进入传统旺季，为下游市场持续注入发展动力，公司对下半年市场景气度保持乐观。 ...

市场表现上，基金调研股中，近5日上涨的有11只，涨幅居前的有因赛集团、国机精工、爱乐达等，涨 幅为23.38%、9.95%、7.02%；下跌的有4只，跌幅居前的有西子洁能、洁雅股份、京能热力等，跌幅为 11.53%、2.44%、1.27%。 数据宝统计，基金参与调研股中，近5日资金净流入的有5只，国机精工近5日净流入资金1.50亿元，主 力资金净流入最多；净流入资金较多的还有因赛集团、天龙股份等，净流入资金分别为1.08亿元、 2950.14万元。 业绩方面，基金调研公司中，1家公司已经公布了半年报，净利润同比增幅最高的是飞龙股份，净利润 增长幅度为14.49%。公布上半年业绩预告的共有3家，业绩预告类型来看，预盈有1只。以净利润增幅 中值来看，净利润增幅最高的是美芯晟，预计净利润中值为500.00万元，同比增幅为131.00%。（数据 宝） 昨日基金共对15家公司进行调研，扎堆调研美芯晟、天龙股份、因赛集团等。 证券时报·数据宝统计，7月30日共19家公司被机构调研，按调研机构类型看，基金参与15家公司的调研 活动，其中，10家以上基金扎堆调研公司共4家。美芯晟最受关注，参与调研的基金达21家；天龙股 份、 ...

美芯晟科技（北京）股份有限公司 关于变更公司办公地址的公告 美芯晟科技（北京）股份有限公司 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。 美芯晟科技（北京）股份有限公司（以下简称"公司"）因经营发展需要， 于近日搬迁至新办公地址，为更好地开展投资者关系管理工作，便于投资者与公 司沟通交流，现将公司主要办公地址变更的具体情况公告如下： | 办公地址 | 北京市海淀区学院路 | | | | 30 号科大 | 北京市海淀区中关村东升科技 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 变更事项 | 变更前 天工大厦 10 | A | 座 | 层 | | 变更后 园·东畔科创中心 B | 座 | 12 | 层 | 除上述变更外，公司投资者联系电话、电子邮箱等信息均保持不变，具体为： 投资者联系电话：010-62662918 电子邮箱：IR@maxictech.com 敬请广大投资者留意。 证券代码:688458 证券简称: 美芯晟 公告编 ...

Core Viewpoint - Meixinsheng (stock code: 688458) is expected to achieve approximately 265 million in revenue for H1 2025, representing a year-on-year growth of about 37%, with net profit attributable to shareholders increasing by around 131%, indicating a significant improvement in net profit margin and a positive turnaround [1][5] Group 1: Competitive Advantage - The company has established a solid competitive barrier through differentiated technology routes, with its optical tracking sensors achieving key performance indicators that match or even surpass international competitors [2] - Breakthroughs in PD/SPAD processes, special coatings, and packaging technology have created a vertically integrated advantage across the entire industry chain [2] Group 2: Product and Profitability Enhancement - Meixinsheng has optimized its product structure by increasing the proportion of high-margin products and leveraging self-developed BCD and optical device process technologies, which has improved supply chain management, reduced costs, and increased yield, laying the foundation for sustained improvement in gross margin [3] Group 3: Strategic Growth Initiatives - The company has achieved scale delivery in the TWS earphone and smart watch markets while also validating and initiating small batch shipments in the AR/VR/MR smart wearable device sector [4] - New products like ToF laser sensors are rapidly entering the robotics field, and various optical solutions are accelerating validation and promotion across different application terminals, including smartphones [4] Group 4: Investment Confidence and Market Position - Meixinsheng has initiated its third share buyback program, with a cumulative buyback amount of approximately 42.69 million, reflecting long-term development confidence [5] - Multiple institutions have upgraded their ratings, optimistic about the company's product structure optimization and profitability enhancement, indicating a potential for Meixinsheng to occupy a more significant position in the global optical sensor market as domestic substitution deepens [5]

Core Insights - The company expects to achieve approximately 265 million yuan in revenue for the first half of 2025, representing an increase of about 71 million yuan or 37% year-on-year [1][2] - The projected net profit attributable to the parent company for the same period is around 5 million yuan, indicating an increase of approximately 21 million yuan or 131% year-on-year, marking a turnaround from loss to profit [1][2] - The net profit after deducting non-recurring gains and losses is expected to be around -3.3 million yuan, which is an improvement of about 25 million yuan or 88% year-on-year [1][2] Revenue Growth - The company's sales revenue has increased by approximately 37% year-on-year, driven by sustained technological leadership and economies of scale [2] - The growth in revenue is primarily attributed to increased customer demand, mass production and shipment of new products, and expansion into new market applications [2] Product and Market Development - The demand for optical sensors has significantly increased due to the rising demand from leading smart watch brands, contributing to substantial growth in this business segment [2] - New products such as ToF laser sensors are rapidly entering the robotics sector, with various optical solutions being validated and promoted across different application terminals including smartphones and AIoT [2] - The wireless charging product line has also maintained rapid growth, supported by the expansion of the wireless charging ecosystem, increased terminal demand, and upgrades in process technology [2] Profitability Improvement - The optimization of product structure and continuous supply chain integration have improved the gross margin, leading to a significant increase in net profit [2] - Key factors for the improvement in profitability include: 1. Increased sales proportion of high-margin products due to a long-term commitment to R&D innovation [2] 2. Self-developed BCD and optical and laser device technologies, along with deep collaboration with the supply chain to optimize costs and improve yield [2] 3. A focus on high-quality development, improved management processes, and enhanced operational efficiency, resulting in revenue and gross margin growth outpacing expense growth [2]

Performance Forecast - The company expects a revenue increase of approximately 71 million yuan, representing a year-on-year growth of about 37% [1] - The net profit is projected to increase by around 21 million yuan, with a growth rate of approximately 131%, marking a turnaround from a loss [1] - The estimated net profit is expected to be around 25 million yuan, reflecting an increase of about 88% compared to the previous year [1] Previous Year Performance - The previous year's net profit was a loss of 16.02 million yuan, and the net profit attributable to the parent company, excluding non-recurring gains and losses, was a loss of 28.32 million yuan [1] Reasons for Performance Changes - The company's sales revenue growth of approximately 37% is driven by continuous technological leadership and economies of scale [2] - Optimization of product structure and ongoing supply chain integration have improved gross margins, operational efficiency, and management efficiency [2] - The company has maintained a focus on research and development, leading to an increase in the sales proportion of high-margin products [2] - Self-developed BCD and optical and laser device technologies, along with deep collaboration with the supply chain, have optimized costs and improved yield rates [2] - The company emphasizes high-quality development, improving management processes and operational efficiency, resulting in net profit turning positive [2]

[I. Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company projects H1 2025 operating revenue of approximately **265 million CNY** (up **37%**), with net profit attributable to shareholders at **0.5 million CNY** (up **131%**, turning profitable), and non-recurring net profit narrowing losses by **88%** Key Financial Performance Forecast | Metric | H1 2025 Forecast | H1 2024 | YOY Change | | :--- | :--- | :--- | :--- | | Operating Revenue | Approx. 265 million CNY | 194 million CNY | Approx. +37% | | Net Profit Attributable to Shareholders | Approx. 0.5 million CNY | -16.0207 million CNY | Approx. +131% (Turned Profitable) | | Non-Recurring Net Profit Attributable to Shareholders | Approx. -0.33 million CNY | -28.317 million CNY | Approx. +88% (Losses Narrowed) | - These performance forecast data are preliminary estimates by the company's financial department and have not been audited by a certified public accountant[2](index=2&type=chunk) [II. Prior Period Performance and Financial Status](index=1&type=section&id=II.%20Prior%20Period%20Performance%20and%20Financial%20Status) In H1 2024, the company reported **194 million CNY** in operating revenue, a net loss attributable to shareholders of **-16.0207 million CNY**, and a non-recurring net loss of **-28.317 million CNY**, with basic EPS at **-0.15 CNY** H1 2024 Key Financial Performance | Metric | H1 2024 | | :--- | :--- | | Operating Revenue | 193.7357 million CNY | | Net Profit Attributable to Parent Company Shareholders | -16.0207 million CNY | | Net Profit After Non-Recurring Items | -28.317 million CNY | | Basic Earnings Per Share | -0.15 CNY | [III. Main Reasons for Current Period Performance Change](index=2&type=section&id=III.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Change) Significant performance improvement is attributed to revenue growth driven by increased customer demand and new product adoption, coupled with enhanced profit margins from high-margin products, optimized supply chain costs, and improved operational efficiency [Revenue Growth Drivers](index=2&type=section&id=Revenue%20Growth%20Drivers) Revenue grew approximately **37%** year-on-year, driven by increased optical sensor demand from smartwatch clients, new ToF laser sensor applications in robotics, and rapid growth in wireless charging products - Increased demand from leading smartwatch brands significantly boosted optical sensor business year-on-year[4](index=4&type=chunk) - New products like ToF laser sensors rapidly penetrated the robotics sector, with accelerated validation for applications in smartphones and AIoT terminals[4](index=4&type=chunk) - The wireless charging product line maintained rapid growth due to ecosystem expansion, increased terminal demand, and technological upgrades[4](index=4&type=chunk) [Reasons for Profit Margin Improvement](index=2&type=section&id=Reasons%20for%20Profit%20Margin%20Improvement) Gross and net profit margins improved significantly due to a higher proportion of high-margin product sales, optimized costs through technology development and supply chain collaboration, and enhanced operational efficiency from economies of scale - The company's commitment to R&D innovation and increased sales of high-margin products boosted overall gross profit margin[5](index=5&type=chunk) - Independent development of BCD, optical, and laser device process technologies, combined with deep supply chain collaboration, effectively optimized costs and improved yield rates[5](index=5&type=chunk) - Economies of scale became evident, with revenue and gross profit growth exceeding expense growth, thereby increasing net profit and achieving profitability[5](index=5&type=chunk) [IV. Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company cautions that the performance forecast data are preliminary, unaudited estimates, with no significant uncertainties affecting accuracy identified to date - This performance forecast represents preliminary estimates by the company's financial department and has not been audited by an accounting firm[6](index=6&type=chunk) [V. Other Explanatory Matters](index=2&type=section&id=V.%20Other%20Explanatory%20Matters) The company advises that final accurate financial data will be based on the officially disclosed 2025 semi-annual report, and reminds investors to be aware of investment risks - Specific financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are reminded to be aware of risks[7](index=7&type=chunk)

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The company is experiencing a significant increase in the production of optical sensor chips, with dToF technology making breakthroughs in the robotic vacuum cleaner market [1] - The revenue forecast for 2025 has been adjusted downwards due to declining income from LED driver chips and slower growth in wireless charging chips [7] - The company is in a new business ramp-up phase, leading to lower net profit margins, and a price-to-sales (PS) valuation method is being applied [7] Financial Data and Profit Forecast - Total revenue is projected to reach 637 million in 2025, with a year-on-year growth rate of 57.6% [6] - The net profit attributable to the parent company is expected to be 17 million in 2025, showing a significant recovery from a loss of 67 million in 2024 [6] - The gross profit margin is forecasted to be 30.5% in 2025, with a return on equity (ROE) of 0.9% [6] Business Growth Drivers - The company has established a dual-driven product system focusing on power management and signal chain products, with significant contributions from LED products, wireless charging, and signal chain chips [7] - The wireless charging chip shipments increased from 1.29 million units in 2020 to 17.21 million units in 2022, indicating strong market demand [7] - The optical sensor chip revenue is expected to grow by 527.78% in 2024, contributing 17.11% to total revenue [7]

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。 美芯晟科技(北京)股份有限公司（以下简称"美芯晟"）于近日收到中信建 投证券股份有限公司（以下简称"中信建投证券"）出具的《关于变更美芯晟首 次公开发行股票持续督导保荐代表人的函》。中信建投证券作为公司首次公开发 行股票的保荐机构，原委派董军峰先生、曾宏耀先生为持续督导的保荐代表人。 因个人工作变动原因，曾宏耀先生无法继续履行持续督导工作职责。为保证相关 工作的有序进行，中信建投证券现委派王桐先生继续履行持续督导工作。王桐先 生的简历详见附件。 本次保荐代表人变更之后，负责公司首次公开发行股票持续督导工作的保荐 代表人为董军峰先生和王桐先生，持续督导期至中国证券监督管理委员会和上海 证券交易所规定的持续督导义务结束为止。 特此公告。 美芯晟科技(北京)股份有限公司董事会 证券代码：688458 证券简称：美芯晟 公告编号：2025-038 美芯晟科技(北京)股份有限公司 关于更换持续督导保荐代表人的公告 2025 年 7 月 5 日 附件：保荐代表人王桐先生简历 王桐先生，现任中 ...

证券代码：688458 证券简称：美芯晟 公告编号：2025-037 截至 2025 年 6 月 30 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购公司股份 1,217,636 股，占公司总股本 111,536,629 股的比例为 1.0917%，回购成交的最高价为 40.33 元/股，最低价为 30.12 元/股，成交总金额 为人民币 42,689,935.67 元（不含印花税、交易佣金等交易费用）。 上述股份回购符合法律法规的规定及公司回购股份方案的要求。 美芯晟科技（北京）股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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： | 回购方案首次披露日 | 2025/1/18 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 16 1 | 1 | 日~2026 | 年 | 月 | 日 15 | | 预计回购金额 | 2,500万元~5 ...