证券代码：688582 证券简称：芯动联科 公告编号：2024-026 安徽芯动联科微系统股份有限公司 重要内容提示： （http://roadshow.sseinfo.com/） 投资者可于 2024 年 9 月 9 日(星期一)16:00 前通过邮件、电话、传真等形 式将需要了解和关注的问题提前提供给公司。公司将在文字互动环节对投资者普遍 关注的问题进行回答。 安徽芯动联科微系统股份有限公司（以下简称"公司"）已于 2024 年 7 月 30 日发布公司 2024 年半年度报告，为便于广大投资者更全面深入地了解公司 2024 年半年度经营成果、财务状况、发展理念，公司参与了由上海证券交易所主办的 2024 年半年度芯片设计行业集体业绩说明会，此次活动将采用网络文字互动的方 式 举 行 ， 投 资 者 可 登 录 上 海 证 券 交 易 所 上 证 路 演 中 心 （http://roadshow.sseinfo.com/）参与线上互动交流。 一、 说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2024 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 ...

Investment Rating - The report assigns an "Accumulate" rating to the company [4]. Core Viewpoints - The company, Xindong LianKe, is a leading domestic player in high-performance silicon-based MEMS inertial sensors, possessing core technology and achieving stable mass production [4][10]. - The company has demonstrated strong revenue growth, with a CAGR of 41.15% from 0.80 billion to 3.17 billion from 2019 to 2023, and a net profit CAGR of 44.51% from 0.38 billion to 1.65 billion during the same period [4][27]. - The company is well-positioned to benefit from the growing demand in the autonomous driving sector, which is expected to drive sales of high-performance MEMS inertial sensors [4][10]. Summary by Sections Company Overview - Xindong LianKe was founded in 2012 and went public on the STAR Market in June 2023, focusing on high-performance silicon-based MEMS inertial sensors [10]. - The company has achieved significant milestones in product development and validation, leading to increased production and sales [27]. Financial Analysis - The company maintains high gross and net profit margins, with gross margins consistently above 80% and net margins around 50% [4][27]. - Revenue from MEMS gyroscopes constitutes the majority of the company's income, accounting for over 80% of total revenue in recent years [27][34]. Market Trends - The global MEMS inertial sensor market is expected to grow steadily, with increasing applications in high-end industrial, unmanned systems, and high-reliability sectors [4][10]. - The company’s products are competitively priced compared to international counterparts, enhancing its market position [4][32]. Product and Technology - The company specializes in MEMS gyroscopes and accelerometers, with performance metrics that meet international standards [4][19]. - The technology barrier in high-performance MEMS inertial sensors is significant, making it difficult for competitors to catch up quickly [4][10]. Growth Potential - The report forecasts net profits for 2024, 2025, and 2026 to be 2.30 billion, 3.20 billion, and 4.44 billion respectively, with corresponding EPS of 0.58, 0.80, and 1.11 [4][27]. - The increasing number of trial and mass production projects among clients indicates a stable growth trajectory for the company [34].

Group 1: Company Overview - Anhui Xindong Lian Ke Micro System Co., Ltd. was established in 2012 and successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on June 30, 2023, with stock code 688582 [2]. - The company specializes in the research, testing, and sales of high-performance MEMS inertial sensors, having developed a complete product system with independent intellectual property rights [3]. Group 2: Product Development and Applications - The MEMS sensor chips have achieved navigation-level accuracy, placing the company on par with international mainstream manufacturers, filling a domestic gap in high-performance silicon-based MEMS inertial sensors [3]. - Current products include high-performance MEMS inertial sensors, such as gyroscopes and accelerometers, which are core components for various applications including navigation, attitude perception, and state monitoring across multiple industries [3]. Group 3: Market Engagement and Contracts - The company has recently received a notification of designation from a well-known domestic automotive enterprise, which will enhance its influence in the automotive market [4]. - A significant contract worth approximately RMB 122.2 million has been disclosed, involving the supply of gyroscopes and accelerometers, expected to positively impact the company's operational performance [5]. Group 4: Future Market Expansion - The penetration rate of high-performance MEMS inertial sensors in high-reliability industrial sectors is still increasing, indicating substantial growth potential compared to international standards [5]. - The company is actively pursuing opportunities in the commercial aerospace sector, driven by the rising demand for micro-nano satellites, and has been preparing for this market for several years [5]. - The company is also focusing on the autonomous driving sector, having established a designated supply relationship, which is anticipated to support ongoing product expansion [5]. Group 5: Product Validation and Customer Engagement - The industry characteristic of long product validation cycles means that once validation is completed, there may be a continuous increase in orders, with many clients currently in various stages of validation and module development [6].

证券代码：688582 证券简称：芯动联科 公告编号：2024-025 安徽芯动联科微系统股份有限公司 关于持股 5%以上股东与其一致行动人之间内部转让股份 暨权益变动的提示性公告 本公司董事会及全体董事保证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。 本次权益变动具体情况如下： | 股东名称 | 本次权益变动前 | | 本次权益变动后 | | | --- | --- | --- | --- | --- | | | 持股数量（股） | 持股比例（%） | 持股数量（股） | 持股比例（%） | | 电子院 | 80,000,000 | 19.9995 | 24,000,000 | 5.9999 | | 微电子院 | 0 | 0 | 56,000,000 | 13.9997 | 备注：各加数直接相加之和与合计数部分在尾数上存在差异，差异均系四舍五入造成。 重要内容提示： 一、本次权益变动基本情况 2024 年 8 月 20 日，公司持股 5%以上股东电子院与微电子院签署了《股份无偿 为实现国有资源整合及调整，安徽芯动联科微系统股份有限公司（简称"公司 ...

安徽芯动联科微系统股份有限公司 简式权益变动报告书 上市公司名称：安徽芯动联科微系统股份有限公司 股票上市地点：上海证券交易所 股票简称：芯动联科 股票代码：688582 信息披露义务人：安徽北方微电子研究院集团有限公司 通讯地址：安徽省蚌埠市汤和路 2016 号 股份变动性质：股份增持 简式权益变动报告书签署日期：2024 年 8 月 20 日 信息披露义务人声明 一、信息披露义务人依据《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"）及 相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或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 号的规定，本报告书已全面披露 了信息披露义务人在安徽芯动联科微系统股份有限公司（以下简称"芯动联科"） 中拥有权益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务 人没有通过 ...

安徽芯动联科微系统股份有限公司 简式权益变动报告书 上市公司名称：安徽芯动联科微系统股份有限公司 股票上市地点：上海证券交易所 股票简称：芯动联科 股票代码：688582 信息披露义务人：北方电子研究院有限公司 通讯地址：西安市航天基地凤栖东路西安电子工程研究所 101 号大楼 2 层、3 层 股份变动性质：股份减持 简式权益变动报告书签署日期：2024 年 8 月 20 日 第一节 释义 信息披露义务人声明 一、信息披露义务人依据《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"）及 相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或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 号的规定，本报告书已全面披露 了信息披露义务人在安徽芯动联科微系统股份有限公司（以下简称"芯动联科"） 中拥有权益的股份变动情况。 四、截至本报告书签署之日，除本报告 ...

中信建投证券股份有限公司 关于安徽芯动联科微系统股份有限公司 2024 年半年度持续督导跟踪报告 | 保荐机构名称：中信建投证券股份 | 被保荐公司名称：安徽芯动联科微系统股 | | | --- | --- | --- | | 有限公司 | 份有限公司 | | | 保荐代表人姓名：包红星 | 联系方式：010-56052591 联系地址：北京市朝阳区景辉街 16 号院 | | | | | 1 | | | 号楼泰康集团大厦 层 11 | | | 保荐代表人姓名：陈利娟 | 联系方式：010-56052363 联系地址：北京市朝阳区景辉街 16 | | | | 号院 | 1 | | | 号楼泰康集团大厦 11 层 | | 经中国证券监督管理委员会（简称"中国证监会"）"证监许可〔2023〕1012 号文"批准，安徽芯动联科微系统股份有限公司（简称"公司"或"芯动联科"）首 次公开发行股票并在科创板上市，向社会公开发行人民币普通股（A 股）5,521.00 万股，每股面值人民币 1.00 元。本次公司发行新股的发行价为 26.74 元/股，募 集资金总额为 147,631.54 万元，扣除发行费用 12,195.6 ...

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 投资者关系活动记录表 编号：2024-007 ☑ 特定对象调研 □ 媒体采访 投资者关系 □ 分析师会议 □ 业绩说明会 活动类别 □ 新闻发布会 □ 现场参观 □ 其他（请文字说明） 中信建投证券、银华基金、华夏基金、大家资产、建信基 参与单位名称 金、众安保险、时代复兴投资、华泰证券、中邮基金、中金 基金等 地点 现场会议 上市公司接 待人员姓名 董事会秘书林明 投资者关系 1、公司概况介绍如下： 活动主要内 安徽芯动联科微系统股份有限公司成立于 2012 容介绍 年，于 2023 年 6 月 30 日在上海证券交易所科创板成功 上市，股票代码：688582。主营业务为高性能硅基 MEMS 惯性传感器的研发、测试与销售，公司已形成自 主知识产权的高性能 MEMS 惯性传感器产品体系并批量 生产及应用，在 MEMS 惯性传感器芯片设计、MEMS 工 艺方案开发、封装与测试等主要环节形成了技术闭环，建 立了完整的业务流程和供应链体系。 公司 MEMS 传感器芯片已达到导航级精度，主要技 术指标与国际主流厂商处于同一梯队，在高性能硅基 ...

Company Overview - Anhui Xindong Link Micro Systems Co., Ltd. was established in 2012 and successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on June 30, 2023, with stock code 688582 [2][3] - The company specializes in the research, testing, and sales of high-performance silicon-based MEMS inertial sensors, forming a complete product system with proprietary intellectual property [3] Financial Performance - In the first half of 2024, the company reported a significant increase in performance: - Revenue grew by 42% year-on-year - Net profit increased by 38% - Deducted non-recurring profit growth approached 60% - Net cash flow from operating activities exceeded net profit [4] - The company announced 122.2 million chip orders expected to be fulfilled in the second half of the year [4] Market Trends - Despite an overall downturn in the market, the company maintained good business growth due to strong market demand, technological innovation, stable competition, product structure optimization, cost control, and strategic layout [4] - There is an increasing demand in the commercial aerospace sector and high-reliability fields, with expectations for growth in the domestic replacement trend for high-performance products [4] Product Development - The company has made significant progress in R&D, particularly in high-precision pressure sensors, which are now in the engineering development stage [5] - New products include an internationally leading FM resonant accelerometer, which matches the performance of quartz accelerometers while offering advantages in size and vibration resistance [5] - The company has achieved notable advancements in three-axis and dual-axis accelerometers, enhancing its technical advantages [5] Production Capacity - The company currently faces no bottlenecks in production capacity and plans to increase wafer orders and expand packaging and testing capacity based on demand [5] Future Outlook - The company is optimistic about market development in the coming years and aims to sustain growth while striving for significant breakthroughs [6]

Investment Rating - The report maintains an "Accumulate-A" rating for the company [7] Core Views - The company's performance in the first half of 2024 shows a continued positive trend, with revenue and net profit both experiencing rapid growth. The main reasons include the leading product performance and self-research advantages, which have led to increased market penetration and sales growth [6][7] - The company is actively expanding into high-end industrial, surveying, oil exploration, and autonomous driving sectors, with ongoing projects and collaborations [6][7] Financial Summary - Revenue (in million) is projected to grow from 317 in 2023A to 463 in 2024E, representing a year-on-year growth of 46.0% [2] - Net profit (in million) is expected to increase from 165 in 2023A to 231 in 2024E, with a year-on-year growth of 39.5% [2] - The gross margin is forecasted to decline from 83.0% in 2023A to 80.9% in 2024E, while the net margin is expected to decrease from 52.2% to 49.8% during the same period [2] - Earnings per share (EPS) is projected to rise from 0.41 in 2023A to 0.58 in 2024E [2] - The company plans to increase R&D investment significantly, with R&D expenses expected to grow by 61.84% in the first half of 2024 compared to the previous year [6][7] Market Performance - As of July 30, 2024, the company's closing price was 29.20 yuan, with a year-to-date high of 47.21 yuan and a low of 21.61 yuan [6] - The circulating A-share market capitalization is 70.98 billion yuan, while the total market capitalization is 116.80 billion yuan [6]