Group 1 - The resilience of technology stocks continues to attract investors, with the A-share market showing strong performance and indices reaching new highs [1] - The current market liquidity is abundant, and thematic trends are expected to continue, with a focus on sectors like commercial aerospace, satellite connectivity, smart driving, and brain-computer interfaces [1] - The "spring rally" is anticipated to be more stable and prolonged compared to previous years, with attention on capital inflows and outflows in January [1] Group 2 - There are 14 stocks with a market capitalization below 5 billion yuan, a research and development expenditure ratio exceeding 10%, and a price drop of over 20% since their peak in 2025 [2] - Among these, Iron Big Technology has the lowest market cap at under 2 billion yuan, focusing on railway signal and communication equipment [2] - Mengke Pharmaceuticals leads in R&D intensity with a ratio of nearly 174%, specializing in small molecule drug development for infectious diseases [2] Group 3 - Companies like Ruina Intelligent, Meixin Sheng, and Biyiwei have R&D expenditure ratios exceeding 20% in the first half of 2025 [3] - Institutions are particularly interested in Kangnong Agriculture, with other companies like Minxin Co., Vision Intelligent, and Meixin Sheng also receiving attention [3] - Minxin Co. is recognized for its MEMS chip design and manufacturing capabilities, indicating a balanced development in its product revenue structure [3]

Group 1 - The core viewpoint of the news is that Meixinsheng Technology has shown a positive stock performance since its listing, with significant revenue and profit growth reported for the year-to-date period [1][2]. - As of January 12, Meixinsheng's stock price increased by 6.03% year-to-date, with a 4.03% rise over the last five trading days and a 13.11% increase over the last 20 days [1]. - The company reported a revenue of 422 million yuan for the first nine months of 2025, representing a year-on-year growth of 46.47%, and a net profit of approximately 10.32 million yuan, which is a 132% increase compared to the previous year [2]. Group 2 - Meixinsheng's market capitalization is approximately 4.688 billion yuan, with a trading volume of 70.11 million yuan on January 12 [1]. - The company has a total of 7,977 shareholders as of September 30, 2025, which is an increase of 31.42% from the previous period [2]. - The company has distributed a total of 7.88 million yuan in dividends since its A-share listing [3].

Core Viewpoint - The company, Meixinsheng, has successfully achieved mass production of its DToF (laser ranging) technology, which enables precise distance measurement and obstacle avoidance for various robotic applications [1] Group 1: Technology Development - The DToF technology is adaptable to multiple types of robotic applications and has already been implemented in the sweeping robot market [1] - The company is actively advancing the research and development of 3DToF and AI visual sensing technologies to support three-dimensional environment mapping and dynamic complex scene perception [1] Group 2: Sensor Solutions - In addition to optical sensing, the company is closely monitoring other sensor fields to build a comprehensive intelligent sensor solution [1]

证券日报网讯1月7日，美芯晟在互动平台回答投资者提问时表示，公司不断拓展产品应用场景，品牌客 户推广持续取得进展，光学追踪传感器成功搭载于小米旗舰手机终端，无线充电芯片成功用于字节豆包 与中兴合作推出的AI手机。公司已构建"电源管理+信号链"多元化产品矩阵，未来会结合行业发展与自 身技术优势，推动产品在更广泛的应用场景中落地。 ...

Core Insights - The 2026 CES International Consumer Electronics Show highlights the growing interest in humanoid robots and embodied intelligence, indicating a rising demand for precise perception in robotics [1] Company Developments - The company, Meixinsheng (688458.SH), has responded to investor inquiries about sensor products for the robotics sector, emphasizing its DToF (Direct Time of Flight) technology, which enables accurate distance measurement and obstacle avoidance [1] - The DToF technology has already achieved mass production in the vacuum cleaner robot market, showcasing its practical application [1] - The company is actively advancing the research and development of 3D ToF and AI visual sensing technologies to support three-dimensional environment mapping and dynamic complex scene perception [1] - In addition to optical sensing, the company is closely monitoring other sensor fields to build a comprehensive intelligent sensor solution [1]

格隆汇1月5日丨美芯晟(688458.SH)公布，2025年12月2日至2026年1月5日，WI Harper Fund VII通过上海 证券交易所集中竞价交易方式减持公司股份共计663,198股，所持股份数量由6,240,029股减少至 5,576,831股，持股比例由5.59%减少至5.00%。 ...

格隆汇1月5日丨美芯晟(688458.SH)公布，2025年12月2日至2026年1月5日，WI Harper Fund VII通过上海 证券交易所集中竞价交易方式减持公司股份共计663,198股，所持股份数量由6,240,029股减少至 5,576,831股，持股比例由5.59%减少至5.00%。 ...

证券代码：688458 证券简称：美芯晟 公告编号：2026-002 美芯晟科技（北京）股份有限公司 关于持股 5%以上股东权益变动触及 5%刻度 的提示性公告 WI Harper Fund VII Hong Kong Limited 保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 √其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | | | 重要内容提示： 权益变动方向 比例增加□ 比例减少√ 权益变动前合计比例 8.35% 权益变动后合计比例 5.00% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否√ 是否触发强制要约收购义务 是□ 否√ 是否使公司控股股东及实际控 制人发 ...

一、回购股份的基本情况 证券代码：688458 证券简称：美芯晟 公告编号：2026-001 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 1 月 1 | 16 | 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% | | | | | | | ...

美芯晟科技（北京）股份有限公司 简式权益变动报告书 签署日期：2026年1月5日 上市公司名称： 美芯晟科技（北京）股份有限公司 股票上市地点： 上海证券交易所 股票简称： 美芯晟 股票代码： 688458.SH 信息披露义务人： WI Harper Fund VII Hong Kong Limited 主要经营场所： 香港九龙观塘道 370 号创纪之城 3 期 20 楼 2003 室 股份变动性质： 股份被动增加（转增）、减持股份减少 信息披露义务人声明 一、本信息披露义务人根据《中华人民共和国证券法》（以下简称"《证券 法》"）《上市公司收购管理办法》（以下简称"《收购办法》"）《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称 "《准则 15 号》"）等相关的法律、法规及规范性文件编写本报告书。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违 反信息披露义务人内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》《准则 15 号》规定，本报告书已全面覆 盖信息披露义务人在美芯晟科技（北京）股份有限公司（以下简称"美芯晟"或 "公司"）中 ...