2月26日，歌尔股份大宗交易成交70万股，成交额1743万元，占当日总成交额的0.7%，成交价24.9元， 较市场收盘价27.08元折价8.05%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-02-26 | 002241 | 歌尔股份 | 24.90 | 70.00 | | 1,743.00中信建投证券股份 | 华泰证券股份有限 | | | | | | | | 有限公司北京东城 | 公司天津东丽开发 | | | | | | | | 分公司 | 区二纬路证券营业 | | | | | | | | | तर | ...

格隆汇2月24日丨歌尔股份(002241.SZ)在投资者互动平台表示，公司目前暂未涉及人形机器人整机制造 等相关领域业务。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，歌尔股份在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东 总户数为452325户。 ...

Core Insights - The MEMS industry is undergoing an unprecedented wave of consolidation, marking a shift from chaotic growth to a structured reorganization, indicating a significant reshaping of the industry landscape [5][8][13]. Group 1: Recent Mergers and Acquisitions - STMicroelectronics acquired NXP's MEMS sensor business, focusing on automotive and industrial applications, to enhance its market position and expand into high-value segments [5][6]. - Infineon plans to acquire ams OSRAM's non-optical sensor product line for €570 million, aiming to strengthen its sensor portfolio and target emerging markets like humanoid robotics [6][10]. - SiTime's $1.5 billion acquisition of Renesas Electronics' timing business highlights the importance of timing technology in MEMS, with expected revenue generation of approximately $300 million within a year post-acquisition [7][10]. - Qorvo divested its MEMS sensor assets for $21.5 million to focus on its core RF and connectivity technologies, optimizing its asset structure [7][8]. Group 2: Market Dynamics and Growth Areas - The MEMS market is experiencing a bifurcation, with consumer electronics facing saturation and intense competition, while automotive, industrial, medical, and humanoid robotics sectors are witnessing explosive growth [11][12]. - Automotive applications are projected to become the fastest-growing segment, driven by electrification and advanced driver-assistance systems, with the number of MEMS devices per vehicle expected to exceed 70 [12][13]. - The industrial MEMS market is anticipated to surpass $10 billion by 2026, fueled by predictive maintenance and automation trends [12][13]. - The global MEMS market is forecasted to grow from over $15.4 billion in 2024 to over $33 billion by 2036, indicating strong demand in high-value applications [12][13]. Group 3: Industry Trends and Future Outlook - The ongoing consolidation is expected to continue, with more small to medium-sized MEMS companies likely to be acquired or divested, leading to increased industry concentration [27][28]. - Domestic MEMS companies in China are positioned to transition from "replacement" to "breakthrough," focusing on niche markets and enhancing their competitive edge [28][29]. - The competition in the MEMS industry is fundamentally about "technology + scale," with successful companies needing to balance both aspects to thrive [25][30]. - The integration of advanced technologies such as AI and new materials is driving the evolution of MEMS from standalone sensors to intelligent systems, creating new value propositions [14][15].

证券日报网讯2月13日，歌尔股份（002241）在互动平台回答投资者提问时表示，公司目前未涉及消防 等领域内的业务，公司会积极关注各个不同场景下的业务机会。 ...

证券日报网讯 2月13日，歌尔股份在互动平台回答投资者提问时表示，公司所在的消费电子行业挑战与 机遇并存，公司会积极做好业务拓展和生产经营工作，把握行业机遇。公司的产品研发、市场拓展等各 项工作均在正常开展中。 （编辑 丛可心） ...

（编辑 姚尧） 证券日报网讯 2月13日，歌尔股份在互动平台回答投资者提问时表示，公司子公司歌尔微电子是公司下 属从事MEMS相关业务的主要平台，其研制的声学传感器、压力传感器等MEMS产品，在行业内具有较 高的市场份额和较强的产品技术竞争力，歌尔微电子在全球MEMS行业中排名靠前（可参考Yole数据 等），也可以查看歌尔微电子的相关资料了解更多具体内容。 ...

证券日报网讯2月13日，歌尔股份（002241）在互动平台回答投资者提问时表示，有关年度业绩问题， 请及时关注公司未来披露的年度报告内容。 ...

证券日报网讯2月13日，歌尔股份（002241）在互动平台回答投资者提问时表示，公司尊重投资者在合 法合规前提下，自主进行投资决策的权利。 ...

Investment Rating - The investment outlook for the Chinese electronic components industry is stable, with overall credit quality expected to remain unchanged over the next 12 to 18 months [5][8]. Core Insights - The industry is driven by the recovery in consumer electronics, rapid growth in automotive electronics, and advancements in artificial intelligence, with traditional consumer electronics providing basic demand support but limited impact on overall growth [15][21]. - The industry is expected to gradually transition towards high-end products, with leading companies leveraging their high-end capacity and technological advantages to maintain a competitive edge [15][21]. - The overall credit risk in the electronic components industry is manageable, with no significant changes in ratings and no instances of bond extensions or defaults reported [22]. Industry Fundamentals Analysis - In 2025, domestic policies such as "trade-in" programs effectively boosted demand in the downstream market, helping to stabilize the electronic components industry amid fluctuating international trade conditions and tariff policies [9][11]. - The global competition landscape in the electronic components sector has remained stable, with significant growth in revenue and profits across various sub-sectors, although operating cash flow has declined [7][22]. - The industry is expected to see substantial order growth driven by automotive electronics and AI demand, with potential for upward adjustments in industry outlook if favorable conditions persist [7][8]. Credit Performance of Industry Enterprises - The financial performance of enterprises within the electronic components industry has improved, with revenue and profit growth reported, although operating cash flow has decreased [22][27]. - The average revenue growth for sample enterprises in the electronic components sector was 27.14% year-on-year, with significant contributions from AI-related demands [27][28]. - The debt scale of sample enterprises increased, but the overall financial leverage remains low, indicating good debt repayment capabilities [34][35].