Core Insights - The company Meixinsheng has successfully implemented its wireless charging chips in the Doubao AI smartphone, indicating a significant advancement in its product application [2] - The company plans to enhance collaboration across multiple product lines to support more clients with its chips [2] - In addition to expanding its optical sensor product line, the company is developing AI sensors aimed at future AI smartphones, AI glasses, and VR headsets, which suggests a strategic focus on emerging technologies [2]

证券代码：688458 证券简称：美芯晟 公告编号：2025-055 美芯晟科技（北京）股份有限公司 一、回购股份的基本情况 美芯晟科技（北京）股份有限公司（以下简称"公司"）于 2025 年 1 月 16 日召开第二届董事会第二次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用超募资金通过上海证券交易所交易系统以集中 竞价交易的方式回购公司公开发行的普通股(A 股)股份。本次回购股份全部用于员 工持股计划及/或股权激励，回购价格不超过 49.00 元/股（含），回购资金总额不 低于人民币 2,500.00 万元（含），不超过人民币 5,000.00 万元（含），回购期限自 公司董事会审议通过本次回购方案之日起 12 个月内。 具 体 内 容 详 见 公 司 2025 年 1 月 18 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《关于以集中竞价交易方式回购公司股份的回购报告 书》（公告编号：2025-003）。 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 ...

Core Insights - Meixinsheng (688458.SH) has made significant advancements in the field of robotics and intelligent sensing, particularly with its DToF (Direct Time of Flight) optical sensing solutions, which are now in mass production for applications like robotic vacuum cleaners [1][3] Group 1: Technological Developments - The company is actively advancing multi-point ToF and 3D ToF technology to enhance three-dimensional mapping and complex scene perception, enabling robots to better recognize environmental structures and navigate multi-obstacle scenarios [3] - Meixinsheng aims to develop a comprehensive intelligent sensor solution by integrating optical sensing with other types of sensors, such as magnetic sensors for motion control systems [3] Group 2: AI and Market Applications - The optical sensors can provide environmental perception and interaction capabilities for end devices, enhancing their intelligent responses to external environments, with current products already integrated into AR/AI glasses for functions like wear detection and gesture recognition [3] - The company plans to focus on intelligent perception and human-machine interaction, continuously enriching optical and multi-sensor fusion solutions to meet the demand for low-power, high-precision, and miniaturized sensors in robotics and AIoT devices [4] Group 3: Market Outlook - The intelligent sensor market is expected to grow significantly with the acceleration of emerging applications like service robots and AR/VR, although it faces challenges such as rapid technological iteration and increasing competition [4]

Group 1 - The core viewpoint of the news is the performance and market position of Meixinsheng Technology, which saw a stock price increase of 5.17% to 38.27 CNY per share, with a total market capitalization of 4.269 billion CNY [1] - Meixinsheng Technology specializes in the research and sales of high-performance analog and mixed-signal chips, indicating a focus on integrated circuit design [1] - The company was founded on March 11, 2008, and went public on May 22, 2023, highlighting its relatively recent entry into the public market [1] Group 2 - According to data, the Fuyong Fund has a significant holding in Meixinsheng, with the Fuyong Research Optimal Mixed A Fund (015657) holding 36,200 shares, representing 1.98% of the fund's net value, making it the second-largest holding [2] - The Fuyong Research Optimal Mixed A Fund was established on September 19, 2023, and has a current scale of 1.3054 million CNY, with a year-to-date return of 38.79% and a one-year return of 39.65% [2] - The fund manager, Lang Chengcheng, has a tenure of 5 years and 134 days, with the fund's total asset size at 1.242 billion CNY, achieving a best return of 55.7% during his tenure [3]

Core Viewpoint - The company, Meixinsheng, has established long-term and stable partnerships with several leading smartphone brands, supplying products such as wireless charging chips, optical sensors, and laser ranging sensors [1] Group 1 - The company provides wireless charging chips, optical sensors, and laser ranging sensors to smartphone terminal customers [1] - The company has formed long-term and stable cooperative relationships with multiple top smartphone brand clients [1] - Specific details regarding clients and product collaborations are subject to commercial confidentiality agreements [1]

证券代码：688458 证券简称：美芯晟 公告编号：2025-054 美芯晟科技（北京）股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 会议召开时间：2025 年 11 月 28 日 （星期五） 13:00-14:00 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 11 月 21 日 （星期五） 至 11 月 27 日 （星 期四）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。 美芯晟科技（北京）股份有限公司（以下简称"公司"）于 2025 年 10 月 21 日发布公司 2025 年第三季度报告，为便于广大投资者更 全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计 划于 2025 ...

Core Viewpoint - The company focuses on high-performance analog and mixed-signal chips, establishing a dual-engine product matrix of "power management + signal chain" [1] Product Matrix - Core products include signal chain optical sensors, wireless charging chips, wired fast charging chips, lighting driver chips, and automotive electronics, with no involvement in storage chip business [1] Market Applications - The company is accelerating applications in AI edge and robotics, with related products entering mass production in several well-known brands, leading to steady growth in sales revenue and volume [1] Future Focus - The company will continue to concentrate on three main areas: AI edge, robotics, and automotive-grade products, while increasing investment to further enhance product layout [1]

Core Viewpoint - The company has achieved significant growth in operating performance in the first three quarters, driven by new product launches and increased sales revenue and gross margin [1] Group 1: Product Lines - The signal chain product line covers multiple technology areas including optical sensing, smart perception, and smart ranging, with bulk shipments already made in the robotics sector [1] - Continuous development of multiple new products is underway, with expectations for sustained high growth in the signal chain product line over the coming years [1] Group 2: Wireless Charging - The wireless charging product line is actively expanding new customers and application scenarios, while also focusing on wired fast charging technology to create a comprehensive charging solution system [1] - The company expresses confidence in future development due to the ongoing introduction of new products and the scaling of different application scenarios [1]

| 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 | | | | | | | | 实际回购价格区间 | 30.12元/股~41.525元/股 | | | | | | | 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：2025-053 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 ...

Core Insights - Meixinsheng Technology (Beijing) Co., Ltd. has shown significant growth in revenue and net profit for the period from January to September 2025, with a revenue of 422 million yuan, representing a year-on-year increase of 46.47%, and a net profit of 10.32 million yuan, reflecting a 132% increase compared to the previous year [2] Financing and Trading Activity - On October 30, Meixinsheng's stock price increased by 0.31%, with a trading volume of 120 million yuan. The margin trading data indicates a financing purchase amount of 14.76 million yuan and a net financing purchase of 2.15 million yuan for the same day [1] - As of October 30, the total margin trading balance for Meixinsheng is 161 million yuan, which accounts for 4.48% of its circulating market value, indicating a high level of financing balance that exceeds the 70th percentile of the past year [1] - In terms of securities lending, there were no shares sold or repaid on October 30, with the lending balance also at zero, placing it in the 90th percentile of the past year [1] Shareholder and Dividend Information - As of September 30, the number of shareholders for Meixinsheng reached 7,977, an increase of 31.42% from the previous period, while the average circulating shares per person decreased by 23.91% to 10,664 shares [2] - Since its A-share listing, Meixinsheng has distributed a total of 7.88 million yuan in dividends [3] - Among the top ten circulating shareholders, Xinao Leading Growth Mixed A (610001) is the fifth largest, holding 1.97 million shares, an increase of 228,500 shares from the previous period, while Xinao Advanced Intelligent Manufacturing Stock A (006257) is the sixth largest, holding 1.88 million shares, a decrease of 488,900 shares [3]