证券代码：688458 证券简称：美芯晟 公告编号：2025-048 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 | 2025 年 月 16 1 | 1 | 日~2026 | 年 | 月 | 15 日 | | 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 | 1,393,700股 | | | | | | | 累计已回购股数占总股本比例 | 1.2495% | | | | | | | 累计已回购金额 | 4,995.47万元 | | | | ...

证券代码：688458 证券简称：美芯晟 公告编号：2025-047 美芯晟科技（北京）股份有限公司 关于召开 2025 年半年度业绩说明会的公告 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 年度的经营成果及财务指标的具体情况与投资者进行互动交流和沟 通，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 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： 会议召开时间：2025 年 09 月 09 日 （星期二） 14:00-15:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 2 日 （星期二） 至 09 月 08 日 （星 期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 IR@maxictech.com 进行提问。公司将在说明会上对 投资者普遍关注的问题进行回答。 ...

格隆汇9月1日丨美芯晟(688458.SH)公布，截至2025年8月31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139.37万股，占公司总股本的比例为1.2495%，回购成交的最高价为 41.525元/股，最低价为30.12元/股，成交总金额为人民币4995.47万元（不含印花税、交易佣金等交易费 用）。 ...

8月29日，美芯晟跌5.11%，截至发稿，报46.60元/股，成交1.98亿元，换手率4.93%，总市值51.98亿 元。 资料显示，美芯晟科技(北京)股份有限公司位于北京市海淀区中关村东升科技园·东畔科创中心B座12 层，成立日期2008年3月11日，上市日期2023年5月22日，公司主营业务涉及高性能模拟及数模混合芯片 研发和销售的集成电路设计。 数据显示，创金合信基金旗下1只基金重仓美芯晟。创金合信创新驱动股票A（010495）二季度持有股 数8.35万股，占基金净值比例为4.79%，位居第一大重仓股。根据测算，今日浮亏损失约20.95万元。 从基金十大重仓股角度 创金合信创新驱动股票A（010495）基金经理为郭镇岳。 截至发稿，郭镇岳累计任职时间99天，现任基金资产总规模8214.07万元，任职期间最佳基金回报 43.95%， 任职期间最差基金回报43.66%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 创金合信创新驱动股票A（0104 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 265 million yuan, a year-on-year increase of 36.83%, and a net profit of 5.01 million yuan, up 131.25% from the previous year [1] - The gross margin improved to 35.01%, reflecting a year-on-year increase of 51.53%, while the net margin turned positive at 1.89%, a substantial increase of 122.84% [1] - The company experienced a notable decline in total expenses, with selling, administrative, and financial expenses totaling 29.61 million yuan, which is 11.17% of revenue, down 17.45% year-on-year [1] Financial Performance - Total revenue for the second quarter of 2025 was 140 million yuan, representing a 41.27% increase year-on-year [1] - The company reported a negative operating cash flow per share of -0.35 yuan, a drastic decrease of 2690.18% year-on-year [1] - The company’s cash and cash equivalents increased by 51.51% to 401 million yuan, while accounts receivable rose by 13.20% to 196 million yuan [1][3] Expense Analysis - Sales expenses decreased by 7.16% due to optimization of the sales department's organizational structure [12] - Management expenses increased by 12.38% as the company enhanced its internal management operations [12] - Financial expenses rose by 67.54% primarily due to reduced interest income [12] Investment and Financing Activities - The company’s investment activities generated a net cash flow increase of 84.75%, attributed to changes in investment structures [12] - The company repurchased shares, leading to a decrease in financing cash flow by 28.29% [12] Fund Holdings - The largest fund holding the company’s shares is the Xin'ao Advanced Intelligent Manufacturing Equity Fund, which increased its holdings to 2.3682 million shares [14] - The fund has shown a significant performance increase of 107.7% over the past year [14]

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [2] Core Views - The company reported a robust revenue growth of 36.83% year-on-year in 1H2025, achieving a revenue of 265 million yuan and turning a profit with a net profit of 5 million yuan [7] - The growth was driven by increased customer demand and the expansion of new products and markets, particularly in high-margin signal chain and wireless charging products, which accounted for 69.17% of total revenue [7] - The company is focusing on three strategic platforms: consumer electronics, AI and robotics, and automotive electronics, with significant progress in each area [7] - Continuous high R&D investment is noted, with R&D expenses reaching 74 million yuan in 1H2025, indicating a commitment to long-term growth [7] Financial Performance Summary - The company expects revenues of 651 million yuan, 996 million yuan, and 1.39 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 49 million yuan, 119 million yuan, and 223 million yuan [6][7] - The projected PE ratios for 2025, 2026, and 2027 are 108.9, 44.6, and 23.7 respectively, indicating a potential for improved valuation as earnings grow [6][7] - The company achieved a gross margin increase of 11.90 percentage points in 1H2025, reflecting improved profitability [7]

Core Viewpoint - Meixinsheng Technology (Beijing) Co., Ltd. reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, driven by high-value product offerings and advancements in AI and robotics applications [1][2][4]. Group 1: Financial Performance - The company achieved a revenue of 265 million yuan, representing a year-on-year increase of 36.83% [1] - The net profit attributable to shareholders reached 5.0068 million yuan, showing a substantial year-on-year growth of 131.25% [1] - The overall gross margin improved to 35.01%, an increase of 11.9 percentage points compared to the previous year, indicating strong profitability recovery [1][3]. Group 2: Product and Market Development - The company has optimized its product mix, focusing resources on high-margin products, which has led to significant revenue contributions from high-value product lines [2] - The optical sensor business grew by 246.65% year-on-year, while the wireless charging product line increased by 61.34%, together contributing 183 million yuan, accounting for 69.17% of total revenue [2]. - The company has made substantial progress in emerging markets, particularly in AI and robotics, with product shipments exceeding ten million yuan and successful entry into major supply chains [4]. Group 3: Technological Advancements - Meixinsheng has developed core technologies such as PD/SPAD optical technology and BCD integrated technology, establishing a complete technical chain from process development to optical packaging [3]. - This full industry chain layout allows the company to better control costs and ensure delivery, supporting the continuous improvement of gross margins [3]. Group 4: Strategic Management and Future Outlook - The company has optimized operational processes, leading to a reduction in the combined proportion of R&D, sales, and management expenses by 10.85 percentage points year-on-year [5]. - A share buyback plan has been implemented, with a total of 42.6899 million yuan used, reflecting confidence in future growth [5]. - The company is expected to continue investing in robotics and AI/VR sectors, expanding its Sensor for AI product line, which will lay the foundation for future high-value growth [5].

Group 1 - The company achieved strong growth in revenue and net profit in the first half of 2025, with revenue reaching 265 million, a year-on-year increase of 37%, and net profit increasing by 131% [1] - Gross margin improved significantly by 12 percentage points year-on-year, while the expense ratio decreased by 11 percentage points, indicating a positive trend where revenue and gross profit growth outpaced expense growth [1] - The company optimized supply chain management and enhanced product yield while reducing manufacturing costs through its self-developed BCD process and core optical laser technology [1] Group 2 - The company is strategically positioned in three major platforms: mobile phones, automobiles, and robotics, with new products entering the robotics field and accelerating validation and promotion of optical solutions in various AIoT applications [2] - Continuous product structure upgrades have established a virtuous cycle of "technological leadership, high-end products, and efficient operations," leveraging growth opportunities in emerging markets and deepening domestic substitution trends [2] - The company maintains high R&D investment while significantly improving R&D efficiency, contributing to the foundation for sustained annual performance growth [2]

原标题："美芯晟：董事彭适辰、财务负责人于龙珍辞职" 延伸阅读： 双林股份:聘任武淮颖为公司财务负责人 惠泰医疗:聘任桂琦寒担任公司财务负责人 九州一轨:李秀清辞去财务总监及财务负责人职务 每经AI快讯，8月25日，美芯晟公告，彭适辰先生因个人工作原因辞去公司董事职务，于龙珍女士因工 作调整原因辞去公司财务负责人职务。公司提名吴海滔先生为新的非独立董事候选人，同时聘任胡志磊 先生为新的财务负责人。彭适辰先生辞职后不再担任公司任何职务，而于龙珍女士将继续在公司从事其 他管理工作。 ...

公募基金方面，本期较上一期持股增加的公募基金共计3个，包括信澳先进智造股票型A、信澳领先增 长混合A、大成恒享混合A，持股增加占比达0.22%。本期较上一季度持股减少的公募基金共计4个，包 括信澳核心科技混合A、信澳聚优智选混合A、大成景禄灵活配置混合A、鹏华增瑞混合(LOF)A，持股 减少占比达0.19%。本期较上一季度新披露的公募基金共计2个，包括大成优质精选混合A、创金合信创 新驱动股票A。本期较上一季未再披露的公募基金共计6个，主要包括南方养老目标日期2030三年持有 混合发起(FOF)A、南方养老目标日期2040三年持有混合发起(FOF)A、南方养老目标2055五年持有混合 发起(FOF)A、南方康乐养老目标日期2045三年持有混合发起(FOF)、南方养老目标2060五年持有混合发 起(FOF)A等。 2025年8月26日，美芯晟(688458.SH)发布2025年半年度报告。截至2025年8月25日，共有18个机构投资 者披露持有美芯晟A股股份，合计持股量达4598.37万股，占美芯晟总股本的41.23%。其中，前十大机 构投资者包括Leavision Incorporated、WI HARPER ...