格隆汇10月14日丨芯动联科(688582.SH)公布，经财务部门初步测算，公司预计2025年前三季度实现营 业收入在3.6亿元至4.4亿元之间，较上年同期增长约32.62%至62.09%；实现归属于母公司所有者的净利 润在2.16亿元至2.64亿元之间，较上年同期增长约56.43%至91.19%；实现归属于母公司所有者的扣除非 经常性损益的净利润在2.06亿元至2.52亿元之间，同比增长66.01%至103.08%。 公司凭借产品性能领先、自主研发等优势，报告期内公司产品的应用领域不断增加，市场渗透率提升， 下游客户订单充足并按计划交付，使公司销售收入放量增长。 ...

Core Viewpoint - The company expects to achieve a net profit attributable to the parent company of between 216 million and 264 million yuan in the first three quarters of 2025, representing an increase of approximately 56.43% to 91.19% compared to the same period last year [1] Group 1 - The expected net profit increase amounts to an increase of 77.9154 million to 126 million yuan year-on-year [1] - The company attributes its growth to leading product performance and independent research and development advantages [1] - The application fields of the company's products are continuously expanding, leading to increased market penetration [1] Group 2 - The company has a sufficient order backlog from downstream customers, which is being delivered as planned [1] - This has resulted in a significant increase in sales revenue during the reporting period [1]

Summary of the Conference Call on New Motion Technology Company Overview - New Motion Technology is one of the few domestic companies capable of stable mass production of high-performance MEMS gyroscopes, having established a closed-loop technology system encompassing chip design, process solutions, packaging, and testing [2][3][7] - The company has a strong foundation and a management team with deep scientific research backgrounds, contributing to its competitive edge in the MEMS sensor market [2][7] Industry Insights - The global high-performance inertial sensor market was approximately $3.7 billion in 2023 and is expected to reach $7 billion by 2028, with the domestic market projected to exceed 7 billion RMB [2][6] - The MEMS sensor market is experiencing significant growth, particularly in applications for industrial communication, high-reliability automotive electronics, and medical fields [2][8] Key Developments - New Motion Technology has achieved a breakthrough in R&D, with its FM accelerometer now capable of mass production and beginning small-scale shipments [2][4] - The company is actively developing a 6-axis automotive-grade IMU for applications in intelligent driving and humanoid robots, expanding its application scenarios [5][4] Competitive Advantages - New Motion Technology has a strong technological barrier and a long-term growth logic, being one of the few domestic suppliers capable of stable mass production of high-performance MEMS gyroscopes [3][7] - The company maintains a high gross margin of around 85% and a net profit margin of approximately 50%, primarily due to high average selling prices and relatively low unit costs [2][7][19] Market Trends - The demand for high-performance MEMS sensors is growing, with significant applications in defense and aerospace, which account for about half of the market share [6][12] - The MEMS market is expected to grow at a compound annual growth rate (CAGR) of approximately 10% from 2021 to 2027, with high growth in defense and industrial sectors [12] Application Areas - MEMS sensors are widely used in various fields, including industrial communication, automotive electronics, and medical applications [8] - In the intelligent connected vehicle sector, the combination of IMU and GNSS is accelerating development, with MEMS sensors becoming mainstream for vehicle navigation [11] Emerging Opportunities - The low-altitude economy and humanoid robots represent significant growth points for MEMS technology, with IMUs being crucial for navigation and stability [4][14][15] - The commercial aerospace sector is a core application area for MEMS, with a market size of approximately $3 billion in 2023, expected to reach $4 billion by 2029 [17] Conclusion - New Motion Technology is well-positioned to capitalize on the growing demand for high-performance MEMS sensors, with its strong R&D capabilities, competitive advantages, and expanding application scenarios in various industries [2][3][4][19]

Core Viewpoint - Elon Musk emphasized that Tesla is fully committed to scaling the Optimus project, defining it as the most important product in the company's history, with expectations that it will account for 80% of the company's future value [2][6]. Group 1: Production Timeline and Goals - Tesla aims for internal limited production and testing of thousands of Optimus units by 2025, ramping up to 50,000-100,000 units for external sales in 2026, and targeting an annual production of 1 million units within five years [2]. - The current supply chain for Optimus is based on the design of Optimus V2, with actuators and sensors each accounting for approximately 30% of material costs [4]. Group 2: Supply Chain and Component Suppliers - The supply chain for Optimus includes Tier 1 suppliers such as Sanhua Intelligent Controls and Top Group for actuators, and Mingzhi Electric and Zhaowei Electromechanical for dexterous hands [7]. - Key component suppliers include Shuanghuan Transmission and Lide Harmony for reducers, Best for lead screws, and Rongtai Health for insulation parts [7]. - International Tier 1 suppliers include Amphenol for cables, TE Connectivity for six-dimensional torque sensors, and THK for lead screws [8]. Group 3: Challenges and Development Needs - Current challenges for Optimus include hardware issues such as overload and overheating of joint motors, insufficient dexterity and load capacity of dexterous hands, and the lifespan of transmission components [10]. - There is a need for improved compatibility between hardware and software, particularly in complex dynamic environments and multi-task coordination [10]. Group 4: Thermal Management Solutions - The thermal management system for Optimus V3 is similar to that of electric vehicles, focusing on the management of key components like batteries and motors [11]. - Sanhua Intelligent Controls is developing liquid cooling modules for Optimus, leveraging its experience in electric vehicle thermal management to address overheating issues in robotic joints [13]. - Sanhua plans to deliver approximately 2,000 actuators to Tesla by Q3 2025, with an annual order forecast of 5,000-10,000 units [13]. Group 5: Industry Trends and Future Outlook - Domestic suppliers are increasing investments to meet the demand for high-performance, miniaturized thermal management components for robots [14]. - The year 2025 is anticipated to be a pivotal year for humanoid robot mass production, with 2026 expected to be a critical turning point for the industry landscape [14]. - The upcoming iTherM 2025 conference will address advanced thermal management technologies and materials relevant to humanoid robots [15].

截至本公告披露日，公司募集资金专户的开立情况如下： 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。 安徽芯动联科微系统股份有限公司（以下简称"公司"）首次公开发行股票募集资金按照相关法律、法规 和规范性文件的规定在银行开立了募集资金专项账户（以下简称"专户"）。近日公司办理完成部分募集 资金专户的注销手续，现将具体情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意安徽芯动联科微系统股份有限公司首次公开发行股票注册的批 复》（证监许可[2023]1012号），公司获准向社会公开发行人民币普通股（A股）股票5,521.00万股，发 行价为每股人民币26.74元，共计募集资金总额为人民币147,631.54万元，扣除与发行有关的各项费用人 民币12,195.64万元，公司本次募集资金净额为135,435.90万元。公司首次公开发行股票募集资金已于 2023年6月27日全部到位，存入公司募集资金专用账户中。上述募集资金到位情况已经中汇会计师事务 所（特殊普通合伙）审验，并由其于2023年6月27日出具了《验资 ...

Core Points - The company has completed the cancellation of certain fundraising special accounts as part of its compliance with regulatory requirements [1][3] Fundraising Overview - The company was approved to publicly issue 55.21 million shares at a price of RMB 26.74 per share, raising a total of RMB 1,476.32 million, with net proceeds amounting to RMB 1,354.36 million after deducting issuance costs of RMB 121.96 million [1] - The total amount of fundraising was fully received and deposited into the company's special account by June 27, 2023, which was verified by Zhonghui Certified Public Accountants [1] Special Account Management - The company established a fundraising management system in accordance with relevant laws and regulations to ensure proper management and usage of the funds [2] - A tripartite supervision agreement was signed with the underwriting institution and the bank to clarify the rights and obligations of all parties involved [2] Special Account Cancellation - The special account at Bank of Communications has been closed as the funds have been fully utilized according to regulations, leading to the termination of the tripartite supervision agreement [3]

二、募集资金专户开立情况 证券代码：688582 证券简称：芯动联科 公告编号：2025-051 安徽芯动联科微系统股份有限公司 关于部分募集资金专户注销的公告 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。 安徽芯动联科微系统股份有限公司（以下简称"公司"）首次公开发行股票募 集资金按照相关法律、法规和规范性文件的规定在银行开立了募集资金专项账户 （以下简称"专户"）。近日公司办理完成部分募集资金专户的注销手续，现将具 体情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意安徽芯动联科微系统股份有限公司首 次公开发行股票注册的批复》（证监许可[2023]1012 号），公司获准向社会公开发行 人民币普通股（A 股）股票 5,521.00 万股，发行价为每股人民币 26.74 元，共计募 集资金总额为人民币 147,631.54 万元，扣除与发行有关的各项费用人民币 12,195.64 万元，公司本次募集资金净额为 135,435.90 万元。公司首次公开发行股 票募集资金已于 2023 年 6 月 2 ...

Core Points - The company, Anhui Xindong Lian Ke Micro System Co., Ltd., held its 12th meeting of the second board of directors on August 15, 2025, and the second extraordinary general meeting of shareholders on September 5, 2025, where it approved changes to its registered capital, the cancellation of the supervisory board, and amendments to the Articles of Association [1] - The company has completed the registration of the aforementioned changes and obtained a new business license from the Market Supervision Administration of Bengbu City [1] Company Information - The registered capital of the company is now 407,156,600 RMB [1] - The company is classified as a joint-stock company (foreign investment, listed) and was established on July 30, 2012 [1] - The legal representative of the company is Lin Ming, and its address is No. 888, Donghai Avenue, Phase I, Sensor Valley Park, Bengbu City, Anhui Province [1] - The business scope includes technology development, transfer, service, consulting related to MEMS projects, and the research, development, design, production, and sales of MEMS devices and components, microelectronic devices and components, and sensor application system integration [1]

Core Points - The company announced the convening of its second board meeting on August 15, 2025, and a temporary shareholders' meeting on September 5, 2025, to review proposals regarding changes to its registered capital, the cancellation of the supervisory board, and amendments to its articles of association [1] - The company has completed the necessary business registration changes and has obtained a new business license from the market supervision administration of Bengbu City [1]

证券代码：688582 证券简称：芯动联科 公告编号：2025-050 名称：安徽芯动联科微系统股份有限公司 统一社会信用代码：913403000501958035 注册资本：肆亿零柒拾壹万伍仟陆佰陆拾人民币元整 类型：股份有限公司（外商投资、上市） 安徽芯动联科微系统股份有限公司 关于公司完成工商变更登记并换发营业执照的公告 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。 安徽芯动联科微系统股份有限公司（以下简称"公司"）于 2025 年 8 月 15 日召开第二届董事会第十二次会议、2025 年 9 月 5 日召开 2025 年第二次临时股 东大会，审议通过了《关于变更公司注册资本、取消监事会、修订<公司章程>并 办理工商登记的议案》，同意公司变更公司注册资本、取消监事会、修订《公司 章程》并办理工商变更登记等事宜。具体内容详见公司于 2025 年 8 月 19 日在指 定信息披露媒体及上海证券交易所网站（www.sse.com.cn）披露的《关于变更公 司注册资本、取消监事会、修订<公司章程>并办理工商登记、修订及制定公 ...