北京国枫律师事务所 关于安徽芯动联科微系统股份有限公司 2023 年限制性股票激励计划调整授予价格、部分限制 性股票作废失效、首次授予部分第二个归属期及预留 授予部分第一个归属期归属条件成就事项的 法律意见书 国枫律证字[2023]AN172-4 号 GRANDWAY 本所接受公司委托,担任公司实施 2023年限制性股票激励计划的专项法律 顾问,并已根据《公司法》《证券法》《管理办法》《监管指南第4号》等有关 法律、法规、规章和规范性文件出具了《北京国枫律师事务所关于安徽芯动联科 微系统股份有限公司 2023年限制性股票激励计划(草案)的法律意见书》《北京 国枫律师事务所关于安徽芯动联科微系统股份有限公司 2023 年限制性股票激励 计划首次授予事项的法律意见书》《北京国枫律师事务所关于安徽芯动联科微系 统股份有限公司 2023 年限制性股票激励计划调整授予价格、部分限制性股票作 废失效、首次授予部分第一个归属期归属条件成就及预留授予事项的法律意见 书》（以下合称"原法律意见书"）,现针对本次激励计划调整授予价格(以下 简称"本次调整"）、部分限制性股票作废失效(以下简称"本次作废失效")、 首次授予部分第二 ...

安徽芯动联科微系统股份有限公司2025 年第三季度报告 证券代码：688582 证券简称：芯动联科 安徽芯动联科微系统股份有限公司 2025 年第三季度报告 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： 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 1 / 12 单位：万元 币种：人民币 项目 本报告期 本报告期比上 年同期增减变 动幅度(%) 年初至报告期 末 年初至报告期 末比上年同期 增减变动幅度 (%) 营业收入 14,789.87 10.26 40,103.28 47.73 利润总额 8,443.58 3.43 23,875.84 72.91 归属于上市公司股东的 净利润 8,443.58 3.43 23,875.84 72.91 归属于上市公司股东的 扣除非经常性损益的净 利润 8,190.86 6.93 22,942.72 84.89 经营活 ...

Group 1 - The core viewpoint of the article highlights the financial performance of the company in the third quarter and the first three quarters of the year [1] Group 2 - In the third quarter, the company's revenue reached 148 million, representing a year-on-year growth of 10.26% [1] - The net profit for the third quarter was 84.44 million, showing a year-on-year increase of 3.43% [1] - For the first three quarters, the total revenue amounted to 401 million, reflecting a year-on-year growth of 47.73% [1] - The net profit for the first three quarters was 239 million, which is a year-on-year increase of 72.91% [1]

Group 1 - The core point of the news is that Xindong Lianke has experienced a significant decline in stock price, dropping 4.05% on October 17, with a cumulative drop of 16.39% over four consecutive days [1] - Xindong Lianke, established on July 30, 2012, specializes in the research, testing, and sales of high-performance silicon-based MEMS inertial sensors, with its main revenue sources being MEMS gyroscopes (87.41%), MEMS accelerometers (6.22%), inertial measurement units (5.76%), and other services [1] - The company's current stock price is 65.10 yuan per share, with a total market capitalization of 26.087 billion yuan and a trading volume of 380 million yuan on the reporting day [1] Group 2 - According to data, the Fuyong Fund has a significant holding in Xindong Lianke, with its Fuyong Research Optimal Mixed A Fund (015657) holding 2,888 shares, representing 4.31% of the fund's net value, making it the second-largest holding [2] - The Fuyong Research Optimal Mixed A Fund has experienced a floating loss of approximately 7,942 yuan today, with a total floating loss of 36,900 yuan during the four-day decline [2] - The fund was established on September 19, 2023, with a current scale of 943,400 yuan and has achieved a year-to-date return of 43.68%, ranking 1,313 out of 8,160 in its category [2]

Group 1 - The core transaction on October 16 involved a block trade of 74,000 shares of ChipMotion Technology at a transaction value of 4.8951 million yuan, with a transaction price of 66.15 yuan, reflecting a discount of 2.51% compared to the closing price of the day [2][3] - The buyer of the block trade was Dongxing Securities Co., Ltd., while the seller was Guotai Junan Securities Co., Ltd. [2][3] - Over the past three months, ChipMotion Technology has recorded a total of three block trades, amounting to a cumulative transaction value of 17.6791 million yuan [2] Group 2 - The closing price of ChipMotion Technology on the day of the transaction was 67.85 yuan, which represented a decline of 2.64%, with a daily turnover rate of 2.80% and a total transaction amount of 476 million yuan [2] - The net outflow of main funds for the day was 56.3332 million yuan, and over the past five days, the stock has seen a cumulative decline of 13.93% with a total net outflow of 118 million yuan [2] - The latest margin financing balance for the stock is 772 million yuan, with an increase of 1.4788 million yuan over the past five days, reflecting a growth rate of 0.19% [3]

Group 1 - The core transaction involved 74,000 shares of Xindong Link Technology, with a total transaction value of 4.8951 million yuan, accounting for 1.02% of the total trading volume on that day [1] - The transaction price was 66.15 yuan per share, which represents a discount of 2.51% compared to the market closing price of 67.85 yuan [1]

Core Insights - The company, Anhui Xindong Lian Technology Co., Ltd., has announced a significant increase in revenue and profit for the first three quarters of 2025, driven by leading product performance and strong order volumes [2][3] Financial Performance - Estimated revenue for the period from January 1 to September 30, 2025, is projected to be between 36 million to 44 million yuan, representing a year-on-year growth of approximately 32.62% to 62.09% compared to 27.14577 million yuan in the same period last year [2] - The net profit attributable to the parent company is expected to be between 21.6 million to 26.4 million yuan, an increase of 7.79154 million to 12.59154 million yuan, reflecting a year-on-year growth of 56.43% to 91.19% from 13.80846 million yuan [2] - The net profit attributable to the parent company, excluding non-recurring gains and losses, is anticipated to be between 20.6 million to 25.2 million yuan, marking an increase of 8.1914 million to 12.7914 million yuan, with a year-on-year growth rate of 66.01% to 103.08% from 12.4086 million yuan [2] Business Drivers - The rapid growth in performance is attributed to two main factors: the company's leading product performance and strong R&D capabilities, which have garnered widespread recognition from clients across various sectors, resulting in a robust order book [3] - The company has actively sought partnerships, leading to an increase in the number of trial and sample clients, thereby enhancing market penetration and providing sustained momentum for revenue growth [3]

Core Insights - Chipon Technology (芯动联科) is experiencing significant growth, with projected net profit for the first three quarters of 2025 expected to reach between 216 million to 264 million yuan, representing a year-on-year increase of approximately 56.43% to 91.19% [1] - The company has demonstrated strong cash flow performance, with a net cash flow from operating activities of 189 million yuan in the first half of the year, a 110.55% increase from the previous year [1] - Chipon Technology has maintained a high gross margin, with figures ranging from 83.01% to 90.24% from 2019 to 2024, and a gross margin of 86.54% in the first half of 2025 [2] Financial Performance - The company has achieved consistent revenue and profit growth over the past five years, with revenue, net profit, and net profit excluding non-recurring items increasing by 4.07 times, 4.85 times, and 4.92 times respectively from 2020 to 2024 [2] - Research and development (R&D) expenses for the first half of the year amounted to 58.11 million yuan, an increase of 8.17% year-on-year, accounting for 22.95% of total revenue [2] Technological Advancements - As of June 30, 2025, Chipon Technology has obtained a total of 32 invention patents, 24 utility model patents, and 3 integrated circuit layout design patents, establishing a robust patent system and technical closed loop in the MEMS inertial sensor field [3] - The company's products, including high-performance gyroscopes, accelerometers, and pressure sensors, are widely used in high-end industrial applications, autonomous driving, and unmanned systems, showcasing strong technical capabilities and market potential [3]

Core Viewpoint - Anhui Xindong Lian Technology Micro System Co., Ltd. expects significant revenue and profit growth for the first three quarters of 2025, driven by strong product performance and increased market penetration [1][2]. Performance Forecast - The company anticipates revenue between 36,000.00 million and 44,000.00 million for the period from January 1 to September 30, 2025, representing a year-on-year growth of approximately 32.62% to 62.09% [2]. - The expected net profit attributable to the parent company is projected to be between 21,600.00 million and 26,400.00 million, an increase of about 56.43% to 91.19% compared to the same period last year [2]. - The net profit attributable to the parent company after deducting non-recurring gains and losses is forecasted to be between 20,600.00 million and 25,200.00 million, reflecting a year-on-year growth of 66.01% to 103.08% [2]. Previous Year Performance - For the same period in 2024, the company reported revenue of 27,145.77 million and a net profit of 13,808.46 million, with a basic earnings per share of 0.35 yuan [3]. Reasons for Performance Change - The company attributes its rapid growth to leading product performance and independent research and development, gaining recognition from clients across various fields. The company has a sufficient backlog of orders and has successfully delivered them as planned [4].

Market Overview - The Shanghai Composite Index closed at 3869.25 points, with a change of 0.10% [1] - The total trading volume of A-shares reached 1,280.495 billion yuan [1] Technical Analysis - A total of 175 A-shares experienced a death cross between the 5-day and 10-day moving averages [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Yuanjie Technology: 5-day MA down by 2.50% from the 10-day MA [1] - Shanshan Shares: 5-day MA down by 2.32% from the 10-day MA [1] - Zijian Electronics: 5-day MA down by 2.09% from the 10-day MA [1] Individual Stock Performance - Yuanjie Technology (688498): Increased by 3.59% with a trading turnover of 2.90% [1] - Shanshan Shares (600884): Increased by 0.22% with a trading turnover of 3.13% [1] - Zijian Electronics (301121): Decreased by 0.60% with a trading turnover of 3.19% [1] - Other notable stocks include: - WuXi AppTec (603259): Increased by 2.21% [1] - Fabon (300925): Increased by 1.67% [1] Summary of Stocks with Death Cross - Stocks with a death cross and their respective metrics include: - Yuanjie Technology: 5-day MA at 374.57 yuan, 10-day MA at 384.17 yuan [1] - Shanshan Shares: 5-day MA at 14.17 yuan, 10-day MA at 14.51 yuan [1] - Zijian Electronics: 5-day MA at 48.72 yuan, 10-day MA at 49.76 yuan [1] - The latest prices of these stocks are below their 10-day moving averages, indicating potential bearish trends [1]