Group 1: Financial Performance - 三环集团2025年归母净利润预计为2782百万，增速为27%[1] - 沪电股份2025年归母净利润预计为4042百万，增速为56%[1] - 明阳电气2025年归母净利润预计为789百万，增速为19%[1] Group 2: Revenue Growth - 三环集团2025年营业收入预计为9207百万，增速为25%[1] - 沪电股份2025年营业收入预计为18654百万，增速为40%[1] - 明阳电气2025年营业收入预计为7886百万，增速为22%[1] Group 3: Market Opportunities - AI服务器推动MLCC行业量价齐升，预计整机用量较传统架构提高300%[1] - SOFC技术迭代升级，度电成本已与燃气轮机接近平价，带来放量机会[1] - 牧原股份生猪屠宰量同比增长140%，Q3屠宰肉食业务实现单季度盈利[1]

Core Viewpoint - The company has established a competitive edge in the commercial aerospace sector through its high-performance MEMS inertial sensors, which are critical components for inertial navigation systems [1] Group 1: Product Competitiveness - The company's high-performance MEMS inertial sensors have been applied in the commercial aerospace field for several years [1] - The performance of the company's products has reached navigation-grade accuracy, placing them on par with major international manufacturers [1] - The company fills a domestic gap in the high-performance silicon-based MEMS inertial sensor market [1]

Core Viewpoint - The company, ChipMotion Technology, has developed high-performance MEMS inertial sensors that are essential components for inertial navigation in the commercial aerospace sector, filling a domestic gap in this technology [1] Group 1: Product and Technology - The high-performance MEMS inertial sensors produced by the company are recognized as core components in inertial systems, achieving navigation-grade accuracy [1] - The technical specifications of the company's products are on par with international mainstream manufacturers, indicating competitive positioning in the market [1] Group 2: Market Application - The company's MEMS inertial sensors have been applied in the commercial aerospace field for several years, demonstrating their reliability and effectiveness in real-world applications [1]

Core Viewpoint - The company is actively monitoring opportunities in downstream application fields, including commercial aerospace, and is committed to expanding its product applications based on market and customer demands [2]. Group 1: Company Developments - The company has high-performance MEMS inertial sensor products that are characterized by high reliability and have applications in commercial aerospace, high-reliability fields, unmanned systems, and intelligent driving [2]. - Ongoing projects in the commercial aerospace sector are progressing, establishing a technological foundation for the company to participate in the commercial aerospace industry chain and support national action plans [2]. - The company plans to leverage its core advantages in high-performance MEMS inertial technology to continuously expand the breadth and depth of product applications [2].

Core Viewpoint - The company is expanding its research and development product range, focusing on various advanced technologies for automotive applications [1] Group 1 - The company is developing pressure sensors as part of its R&D projects [1] - The company is working on high-performance MEMS IMU suitable for L3+ autonomous driving [1] - The company is advancing automotive-grade functional safety 6-axis MEMS IMU [1] - The company is developing high-precision MEMS underwater integrated navigation systems [1] - The company aims to expedite the mass production of its R&D projects [1]

Core Viewpoint - The company is actively involved in the commercial aerospace sector, focusing on high-performance MEMS inertial sensors, including MEMS gyroscopes and MEMS accelerometers, which are essential for satellite navigation, attitude control, and orbit determination systems [1]. Group 1 - The company primarily conducts business in the commercial aerospace field with high-performance MEMS inertial sensors [1]. - Core products include MEMS gyroscopes and MEMS accelerometers [1]. - The company's products have been gradually applied in the commercial aerospace sector for several years [1].

Core Viewpoint - The company is actively engaged in the commercial aerospace sector, focusing on high-performance MEMS inertial sensors, including MEMS gyroscopes and MEMS accelerometers, which are essential for satellite navigation, attitude control, and orbit determination systems [1] Group 1 - The company's core products are MEMS gyroscopes and MEMS accelerometers [1] - The applications of the company's products in the commercial aerospace field have been gradually implemented and sustained over several years [1]

Core Insights - The largest general aviation ETF (159378) is active, with constituent stocks such as Les Information (688631) and Weihai Guangtai (002111) rising over 6% [1] - The Ministry of Industry and Information Technology, along with other government bodies, has issued a plan to enhance the adaptability of supply and demand for consumer goods, promoting low-altitude tourism, aviation sports, private flights, and consumer drones [3] - The 2025 Asia General Aviation Exhibition opened on November 27 in Zhuhai, featuring 381 companies from 22 countries and regions [3] - The general aviation industry is identified as a key area of new productive forces, with a projected industry scale of 3.5 trillion yuan by 2035, driven by policy support, technological breakthroughs, and expanding application scenarios [3] - The general aviation ETF (159206) focuses on low-altitude economy and drones, benefiting from the rapid development of integrated air-space-ground systems [3] Industry Summary - The general aviation ETF (159378) is the first and largest of its kind in the market, tracking the national general aviation industry index [4] - The establishment date of the general aviation ETF (159378) is January 2, 2025, which is earlier than similar products [4]

●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28日（星期五）至2025年12月4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@numems.com进行提问。公司将在业绩说明会上对投资者普 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2025年10月29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年12月5日（星期五）下午16:00-17:00举行2025年第三季度业绩说明会，就投资者关心的问题进行 交流。 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 重要内容提示： ●会议召开时间：2025年12月5日（星期五）下午 16:00-17:00 ●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/） 三、参加人员 董事、总经理、董事会 ...

证券代码：688582 证券简称：芯动联科 公告编号：2025-058 安徽芯动联科微系统股份有限公司 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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 二、说明会召开的时间、地点 （一）会议召开时间：2025年12月5日（星期五）下午 16:00-17:00 投资者可于2025年11月28日（星期五）至2025年12月4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@numems.com进行提问。公司将在业绩说明会上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 2025 年 10 月 29 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 年 12 月 5 日（星期五） 下午 16:0 ...