证券代码：300131 证券简称： 英唐智控 公告编号：2026-010 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 二、澄清说明 深圳市英唐智能控制股份有限公司 关于市场不实传闻的澄清公告 2026 年 3 月 25 日，深圳市英唐智能控制股份有限公司（以下简称"公司"） 关注到东方财富网股吧、股票论坛等网络平台中发布大量针对公司的不实信息， 引发市场高度关注。 鉴于相关信息可能误导投资者，影响正常市场秩序，本着对广大投资者负责 的态度，公司现对相关情况进行澄清说明，截至本公告披露日，相关情况如下： 1、并购项目推进情况：公司已审议通过《关于公司发行股份及支付现金购 买资产并募集配套资金暨关联交易具体方案的议案》等议案，公司拟一次性收购 桂林光隆集成科技有限公司 100%股权、上海奥简微电子科技有限公司 100%股 权。公司正按照相关法律法规和交易方案推进收购事宜，待相关工作完成后，公 司董事会将择期另行发布召开股东会的通知。 2、不存在应披露或未披露的重大事项：公司、控股股东和实际控制人不存 在关于公司的应披露而未披露的重大事项，亦不存在处于筹划阶段的 ...

证券代码：300131 证券简称：英唐智控 深圳市英唐智能控制股份有限公司 投资者关系活动记录表 | 投资者关系活动类别 | 特定对象调研 ☐ 分析师会议 | | | --- | --- | --- | | | ☐ 媒体采访 ☐ | 业绩说明会 | | | ☐ 新闻发布会 ☐ | 路演活动 | | | 现场参观 ☐ | | | | 其他（请文字说明其他活动内容） ☐ | | | 参会单位 | 浙商证券、国联基金、华商基金、易方达基金、东北证券 | | | 时间 | 2026年3月23日- 2026年3月24日 | | | 地点 | 线上会议 | | | 接待人员姓名 | 英唐智控董事会秘书：李昊先生 | | | | 一、基本情况介绍 | | | 投资者关系活动主要 | 公司董事会秘书李昊先生介绍了英唐智控的发展历程及发展现状，并详 | | | | 细介绍了公司目前的业务结构。 | | | 内容介绍 | | | | | 公司深耕电子元器件分销，积累了丰富的客户资源。自研芯片聚焦MEMS | | | | 微振镜与车载显示芯片，通过加大研发投入、引进高端人才实现技术突破。 | | | | 公司已在多家头部屏厂成功 ...

其他电子Ⅱ 英唐智控：收购光隆集成，OCS 产品打造新成长曲线 英唐智控（300131.SZ） 证券研究报告/公司深度报告 2026 年 03 月 06 日 | 评级： 增持（首次） | 公司盈利预测及估值 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | | 2023A | 2024A | 2025E | 2026E | 2027E | | 分析师：王芳 | 营业收入（百万元） | | 4,958 | 5,346 | 5,563 | 5,800 | 6,416 | | | 增长率 yoy% | | -4% | 8% | 4% | 4% | 11% | | 执业证书编号：S0740521120002 | 归母净利润（百万元） | | 55 | 60 | 26 | 40 | 64 | | Email：wangfang02@zts.com.cn | 增长率 yoy% | | -4% | 10% | -57% | 53% | 59% | | | 每股收益（元） | | 0.05 | 0.05 | 0.02 | 0.04 ...

Group 1: Company Overview and Development - The company, Shenzhen Yingtang Intelligent Control Co., Ltd., focuses on electronic component distribution and has developed proprietary chips, particularly in MEMS micro-mirrors and automotive display chips [2]. - Significant R&D investments and recruitment of high-end talent have led to technological breakthroughs, with successful integration of automotive display chips into major screen manufacturers [2]. - The company has established a strategic cooperation framework with Omowei Automotive Electronics, aiming to commercialize LBS (Laser Beam Scanning) technology for automotive applications [2]. Group 2: Business Operations and Market Strategy - The MEMS LBS automotive projection solution is being developed through both Tier 1 manufacturers and direct collaborations with automotive companies, with ongoing tests on related vehicle models [3]. - The core customer base for Guanglong Integration includes traditional optical module manufacturers, telecom operators, and system-level suppliers, driven by the expansion of optical module capacity [4]. - Guanglong Integration's OCS (Optical Circuit Switch) business is gradually increasing its revenue share, with future growth expected as market demand continues to rise [5]. Group 3: Restructuring and Future Prospects - The restructuring plan's impact on the company's annual performance will depend on the progress of the restructuring review and the performance of the acquired companies [7]. - The restructuring proposal has been approved, and the company is advancing the acquisition process in accordance with relevant laws and regulations [9]. - The company is considering implementing an equity incentive plan to stabilize and motivate its core team, aligning their interests with long-term company growth [10]. Group 4: Risk Management - The acquisition process involves regulatory approvals, and any delays could significantly affect the transaction timeline [12]. - The company has established a global operational system and risk management mechanisms to mitigate potential risks associated with geopolitical changes, ensuring stable overseas operations [11].

证券代码：300131 证券简称： 英唐智控 公告编号：2026-009 深圳市英唐智能控制股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 事项的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1 公司因筹划发行股份购买资产并募集配套资金事项，经申请，公司股票（证 券简称：英唐智控；证券代码：300131）自 2025 年 10 月 27 日开市时起开始停 牌。具体情况详见公司 2025 年 10 月 27 日在巨潮资讯网披露的《关于筹划发行 股份等方式购买资产的停牌公告》（公告编号：2025-044）。停牌期间，公司于 2025 年 10 月 31 日披露了《关于筹划发行股份等方式购买资产的停牌进展公告》 （公告编号：2025-046）。 2025 年 11 月 7 日，公司召开第六届董事会第十二次会议审议通过了《关于 公司发行股份及支付现金购买资产并募集配套资金预案及其摘要的议案》等与本 次交易相关的议案。根据深圳证券交易所的相关规定，经公司申请，公司证券（证 券品种：A 股股票，证券简称：英唐智控；证券代码：300131 ...

Group 1 - The core strategy of the company is a "distribution + IDM" dual-drive model, focusing on semiconductor development through mergers and acquisitions [1] - The company has become one of the few in China to achieve mass production of automotive-grade display driver chips (DDIC) and touch display driver integration chips (TDDI) [1] - The global MEMS market is projected to grow from $14.6 billion in 2023 to $20 billion by 2029, with a CAGR of 5% [1] Group 2 - The company is developing LBS solutions based on MEMS technology for the automotive sector, which has significant potential to replace DLP solutions [2] - The company plans to acquire Guanglong Integrated to enhance its MEMS-OCS capabilities and enter the optical communication sector [2] - The company is collaborating with Synopsys to quickly enter the automotive display market, with DDIC and TDDI products expected to be delivered in August and December 2024, respectively [2] Group 3 - Revenue forecasts for the company are projected at 5.589 billion, 5.952 billion, and 6.397 billion yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 5%, 6%, and 7% [3] - The net profit attributable to the parent company is expected to be 0.25 billion, 0.47 billion, and 0.77 billion yuan for the same years, with growth rates of -59%, 90%, and 64% [3] - The company is rated as "hold" due to its deep involvement in the MEMS field and the growth potential of its optical communication business [3]

2月25日，A股三大指数集体上涨。截至收盘，沪指涨0.72%，报4147.23点点，深成指涨1.29%，报14475.87点，创业板指涨 1.41%，报3354.82点。从板块行情上来看，今日表现较好的是稀土永磁、小金属概念和PCB，而Web3.0、AI智能体和存储 芯片等板块下跌。 | | | | | Web3.0 净流入: -39.3亿 | | A1智能体 | | --- | --- | --- | --- | --- | --- | --- | | 稀土永磁 | РСВ | | | 涨跌幅:1.44% | | -37.240 -1.21% | | 净流入： 183.3亿 涨跌幅:+5.42% | 130.512 | | 第十原 59.756 +4.27% | | | | | | +4.37% | | | | | | | | | | | 多模态AI | Al语科 | | | | | | | -52.612 -1.41% | -29.542- | 线哈哈舰在 | | | | | | | -1.13% | | | 日本文 公共和 10 | | | | | | | | | | | | 旅游酒店 -9.342 - ...

Group 1 - The photoresist sector experienced an increase of 1.67% [1] - Among the companies, Fuchuang Precision rose by 13.89% [1] - Guofeng New Materials increased by 10.02% [1] - Yongxin Optical saw a rise of 7.02% [1] - Yintan Zhikong, Xinqi Micro, and Xinyuan Micro all increased by over 5% [1]

Core Viewpoint - The company has successfully mass-produced its 4mm MEMS micro-mirror products, which are now being applied in the industrial sector, particularly in the fields of LiDAR and laser projection [1] Group 1: Product Development - The 4mm MEMS micro-mirror product has entered mass production [1] - The company is focusing on applications in the fields of LiDAR and laser projection [1] Group 2: Strategic Partnerships - The company is maintaining close cooperation with clients in smart transportation LiDAR, mobile, and automotive applications [1] - A strategic cooperation agreement has been signed with a leading Tier 1 automotive manufacturer for vehicle projection projects, which are currently in the process of being advanced [1]

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].