首次公开发行战略配售限售股上市流通公告 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： 证券代码：688458 证券简称：美芯晟 公告编号：2025-026 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为1,120,000股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为1,120,000股。 本次股票上市流通日期为2025 年 5 月 22 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 3 月 9 日出具的《关于同意美芯晟科 技（北京）股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕521 号），同意美芯晟科技（北京）股份有限公司（以下简称"公司"或"发行人"） 首次公开发行股票的注册申请。公司首次向社会公众公开发行公司人民币普通股 （A 股）股票 20,010,000 股，并于 2023 年 5 月 22 日在上海证券交易所科创板上 市，发行完成后总股本为 80,010,00 ...

中信建投证券股份有限公司 关于美芯晟科技（北京）股份有限公司 首次公开发行部分限售股上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为美芯晟科技（北京）股份有限公司（以下简称"美芯晟"或"公司"）首次公 开发行股票并在科创板上市的保荐人，根据《证券发行上市保荐业务管理办法》 《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》《上海证 券交易所科创板股票上市规则》等相关规定，对美芯晟首次公开发行部分限售股 上市流通事项进行了审慎核查，具体情况如下： 一、本次上市流通的限售股类型 三、本次上市流通的限售股的有关承诺 根据公司《美芯晟科技（北京）股份有限公司首次公开发行股票并在科创板 上市招股说明书》及《美芯晟科技（北京）股份有限公司首次公开发行股票科创 板上市公告书》，本次申请上市流通的首发限售股股东关于其持有的限售股上市 流通所作承诺如下： 中信建投投资有限公司承诺获得本次配售的股票限售期限为自公司首次公 开发行并上市之日起 24 个月。限售期届满后，参与战略配售的投资者对获配股 份的减持适用中国证监会和上海证券交易所关于股份减持的有关规定。 根据中国证券 ...

文/梧桐瑞雪 2025年4月30日，美芯晟（688458）发布2024年年报，公司实现营业收入4.04亿元、同比下降14.43%，实现归母净利润-6656.71万元、同比下降 320.76%。该公司于2023年5月22日上市，上市次年就出现业绩变脸巨额亏损，着实让人尴尬！ | | | | 单位:元 | 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上年 | 2022年 | | | | | 同期增减(%) | | | 营业收入 扣除与主营业务 | 404. 167. 862. 57 | 472. 306. 007. 71 | | -14. 43 441. 147. 328. 08 | | 无关的业务收入 和不具备商业实 | 404, 167, 862. 57 | 472, 306, 007. 71 | | -14. 43 441, 147, 328. 08 | | 质的收入后的营 | | | | | | 业收入 | | | | | | 归属于上市公司 | -66, 567, 127. 54 | 30, 153, 54 ...

中信建投证券股份有限公司 关于美芯晟科技（北京）股份有限公司 一、本次现场检查的基本情况 中信建投证券针对公司的实际情况制订了现场检查工作计划。为顺利实施 本次现场工作，提高现场工作效率，切实履行持续督导工作，中信建投证券提前 将现场检查事宜通知公司，并要求公司提前准备现场检查工作所需的相关文件 和资料。 2025年4月28日，中信建投证券保荐代表人根据事先制订的现场检查工作计 划，采取与相关负责人员沟通及询问、查看公司生产经营场所、查阅公司主要业 务合同、往来款明细账、部分原始凭证、募集资金台账及专户对账单、三会文件、 公告文件等相关资料等形式，对包括公司治理和内部控制情况、三会运作情况、 信息披露情况、独立性以及与控股股东、实际控制人及其他关联方资金往来情况、 募集资金使用情况、关联交易、对外担保、重大对外投资情况以及经营状况在内 的事项进行现场检查，并在前述工作的基础上完成本次现场检查报告。 2024年度现场检查报告 根据中国证监会《证券发行上市保荐业务管理办法》（以下简称《保荐办法》） 和《上海证券交易所上市公司自律监管指引第11号——持续督导》等有关法律法 规的要求，中信建投证券股份有限公司（以下简 ...

证券代码：688458 证券简称：美芯晟 公告编号：2025-025 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 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 2,500万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 1,188,036股 | | 累计已回购股数占总股本比例 | 1.0652% | | 累计已回购金额 | 4,153.47万元 | | 实际回购价格区间 | 30.12元/股~40.33元/股 | 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，公司在回购期间，应当在每个月的前三个交易 日内公告截 ...

Core Viewpoint - The company has entered a phase of large-scale delivery for its DToF chips in collaboration with leading robotic vacuum manufacturers, while also experiencing significant revenue growth in wireless charging products due to customer expansion and technological upgrades [2] Group 1: Product Development and Market Position - The optical sensor product line is expected to grow rapidly and contribute significantly to market share as existing products are shipped and new customers are onboarded [2] - The wireless charging business is anticipated to expand into lower-tier markets with cost optimization, while the company accelerates the development of high-integration, high-efficiency wired fast charging products to create a business loop between wireless and wired charging, enhancing competitive advantages and user retention [2] - The company plans to focus on high-value products in the automotive lighting market, including front and rear lights, surround lights, and ambient lights, while continuing to optimize smart lighting and high power factor products [2] Group 2: Financial Performance - In Q1, the company achieved revenue of 125 million yuan, a year-on-year increase of 32.18%, and turned a profit with a net profit of 3.67 million yuan, compared to a loss of 13.26 million yuan the previous year, marking an increase of 16.94 million yuan [2] - The growth in net profit is attributed to four main factors: significant revenue growth in optical sensors and wireless charging products, enhanced gross margin from high-margin products, deep collaboration with upstream supply chains leading to cost optimization, and continuous customer expansion resulting in steady revenue growth [2]

Group 1 - The core viewpoint of the news is that Meixinsheng (688458.SH) reported its Q1 2025 results, highlighting significant institutional investor interest with 22 institutions holding a total of 47.68 million shares, representing 42.75% of the total share capital [1] - The top ten institutional investors collectively hold 41.74% of the shares, which is a decrease of 2.57 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings, accounting for 1.11% of the total, while seven funds reduced their holdings, indicating a slight decline [2] - One new public fund was disclosed during this period, while 71 funds were not disclosed again, indicating a shift in investor interest [2]

Core Viewpoint - The optical sensor business of the company is experiencing rapid growth, with a projected revenue increase of 527.8% in 2024, reaching 69.14 million yuan, and accounting for 17% of total revenue, becoming a key driver of the company's performance [1][2]. Group 1: Business Growth and Market Potential - The optical sensor business is expected to maintain strong growth in 2025, driven by the expansion of the industry scale and the penetration of emerging applications such as smart cars and robotics [1][2]. - The global optical sensor market was valued at $19.52 billion in 2023 and is projected to reach approximately $51.21 billion by 2032, with a compound annual growth rate (CAGR) of 11.5% from 2024 to 2032 [2]. - The company has established a complete product matrix covering consumer electronics, industrial control, and automotive electronics, benefiting from deep technical barriers and vertical integration across the entire industry chain [2][3]. Group 2: Product Innovation and Market Position - The company has successfully developed key products such as optical tracking sensors and laser ranging chips, achieving performance metrics that rival or exceed those of international competitors [3]. - The product lineup includes various optical sensing solutions, with successful commercialization in sectors like AI, smart wearables, and home automation, indicating a robust growth engine [3][4]. - The company is actively expanding its product offerings to include optical sensing solutions for smartphones and is strategically positioning itself in emerging markets such as low-altitude economy [3][4]. Group 3: Financial Performance and Operational Efficiency - In Q1 2025, the company reported a revenue of 125 million yuan, a year-on-year increase of 32.18%, and achieved a net profit of 3.67 million yuan, marking a significant turnaround [6]. - The gross margin for the quarter was 38%, reflecting a year-on-year increase of approximately 16 percentage points, driven by the growth of the optical sensor business and wireless charging products [6]. - The company has established strong strategic partnerships with leading industry clients, enhancing its operational quality and expanding its business boundaries into new strategic areas [5][6]. Group 4: R&D and Strategic Direction - The company adheres to a diversified R&D strategy, continuously expanding its product line to meet market demands and technological trends [7]. - Embracing the trend of AI integration in consumer electronics, the company aims to optimize its product portfolio and enhance user experience through deep integration of AI technology [7].

Core Viewpoint - The company has conducted its second board meeting, where various important resolutions were passed regarding the financial reports, management reports, and the use of idle funds for cash management. Financial Reports - The company reported a net profit of 0 yuan from the merged entity in the current period and the previous period [1] - The company’s 2024 annual financial report accurately reflects its financial status and operational results [18][64] Board Meeting Resolutions - The board approved the 2024 annual work report and the general manager's work report, emphasizing governance and operational management [6][9] - The board also approved the 2024 annual profit distribution plan, which includes no cash dividends or stock bonuses [30] - The board agreed to continue employing the auditing firm for the 2025 fiscal year [33][77] Cash Management - The company plans to use up to 6.50 billion yuan of idle funds and 8.00 billion yuan of its own funds for cash management, ensuring it does not affect normal operations [28][72] - The company has established a special account for managing raised funds, ensuring compliance with regulations [92] Shareholder Engagement - The company decided to postpone the 2024 annual shareholder meeting, with a notification to be issued later [56] Incentive Plans - The board approved the granting of 418,642 restricted stocks at a price of 20.72 yuan per share to eligible employees [42][82] - The board also decided to cancel 437,091 shares of restricted stock that were granted but not vested due to non-compliance with performance targets [46][84] Fund Utilization - The company raised a total of 1.5 billion yuan from its public offering, with a net amount of approximately 1.38 billion yuan after deducting issuance costs [89] - As of December 31, 2024, the company has utilized approximately 820.37 million yuan of the raised funds for investment projects [91]

Core Viewpoint - Meixinsheng (688458.SH) is experiencing significant growth in its optical sensor business, with a projected revenue increase of 527.78% in 2024, reaching 69.1389 million yuan, accounting for over 17% of total revenue, driven by rising demand in various sectors such as smart terminals, smart cars, and smart homes [2][4][7]. Group 1: Financial Performance - In Q1 2025, Meixinsheng reported a revenue of 125 million yuan, an increase of 30.47 million yuan or 32.18% year-on-year, and achieved a net profit of 3.6711 million yuan, marking a turnaround from losses [3][5]. - The gross margin for Q1 2025 was 38%, up approximately 16 percentage points year-on-year, attributed to the growth in optical sensors and wireless charging products [3][5]. Group 2: Product Development and Market Position - The company has successfully launched a laser ranging chip based on single-photon time-of-flight technology, which is widely applicable in high-precision measurement scenarios across various industries [4][6]. - Meixinsheng is expanding its product matrix in the optical sensor field, including optical tracking sensors and DToF chips, which have been validated by leading companies in the smart home and consumer electronics sectors [6][8]. Group 3: Strategic Direction and Market Trends - The company is embracing AI technology integration as a core strategic direction to enhance product offerings and user experience, aiming to provide smarter and more efficient solutions [9][10]. - The global optical sensor market is projected to grow from 19.52 billion USD in 2023 to approximately 51.21 billion USD by 2032, with a compound annual growth rate of 11.5% from 2024 to 2032, indicating a favorable market environment for Meixinsheng's growth [5].