Core Viewpoint - Senba Sensor's metallized optical infrared window has emerged in the gun sight field, achieving market sales and bulk supply due to its outstanding characteristics [1][2]. Group 1: Product Features - The metallized optical infrared window utilizes advanced vacuum coating technology to create infrared anti-reflective and cutoff films, effectively filtering out interference wavelengths and significantly increasing the transmittance of beneficial wavelengths [1]. - This product enables thermal imaging devices to capture clearer and more accurate thermal images, ensuring high precision and high pixel quality in subsequent imaging [1]. Group 2: Applications - The metallized optical infrared window is widely used in night vision devices, infrared detectors, infrared gun sights, reconnaissance, and attack drones [1]. - In night vision devices, it aids in achieving clear thermal detection at night, providing strong support for security patrols and field operations [2]. - In infrared detectors, it enhances sensitivity and accuracy, playing a crucial role in industrial temperature monitoring and fire warning systems [2]. - For infrared gun sights, its advantages include all-weather operational capability, penetration ability, concealment, improved hit rate, and multifunctional integration, making it indispensable in modern warfare and law enforcement [2]. - In reconnaissance and attack drones, it offers rapid response, flexible deployment, cost-effectiveness, and precise strike capabilities, which will be significant in modern warfare and emergency rescue as technology continues to evolve [2]. - The metallized optical infrared window can meet various quality and environmental adaptability requirements in complex environments, with customizable dimensions, wavelengths, and metallization thickness to satisfy different customer needs [2].

Industry Overview - The pyroelectric infrared sensor technology in China began in the 1970s, initially used in military applications, but has expanded into civilian markets due to technological advancements and cost reductions [1][15] - The market size of China's pyroelectric infrared sensor industry has grown from 365 million yuan in 2015 to 1.599 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.84% [1][15] - The production volume of pyroelectric infrared sensors in China is projected to increase from 217 million units in 2015 to 965 million units in 2024, with a CAGR of 18.03% [14] - The demand for these sensors is expected to rise from 209 million units in 2015 to 937 million units in 2024, with a CAGR of 18.14% [14] Market Dynamics - The rapid growth in demand for LED lighting and security monitoring in China is driving the expansion of the pyroelectric infrared sensor market [1][15] - The industry is becoming increasingly competitive, with China emerging as a global manufacturing hub for these sensors due to its cost advantages and improved labor productivity [1][15] Application Areas - Pyroelectric infrared sensors are widely used in various applications, including security monitoring, smart homes, automatic driving, medical diagnostics, thermal imaging, industrial automation, and environmental monitoring [7] - In the smart home sector, these sensors play a crucial role in detecting human presence and activity, enabling automatic control of lighting and other systems [12] Key Companies - Notable companies in the industry include Senba Sensor Technology Co., Ltd., Shanghai Naisela Sensor Co., Ltd., and Zhengzhou Weisheng Electronic Technology Co., Ltd., among others [18][21][23] - Senba Sensor's revenue from pyroelectric infrared sensors is projected to reach 251 million yuan in 2024, reflecting a year-on-year growth of 5.91% [21] Industry Trends - The industry is witnessing a trend towards miniaturization, driven by advancements in MEMS technology and semiconductor processes, making sensors more suitable for compact applications [25] - There is a growing emphasis on smart features, with sensors increasingly incorporating AI algorithms and edge computing capabilities for enhanced environmental perception and data analysis [26] - The evolution from standalone components to integrated system solutions is becoming prominent, allowing for modular products that facilitate easier customer development [27] - Multi-functionality is key to enhancing the value of pyroelectric infrared sensors, with new products integrating additional sensing capabilities to meet complex application needs [28]

证券代码：300701 证券简称：森霸传感 公告编号：2025-040 森霸传感科技股份有限公司 关于公司实际控制人部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 森霸传感科技股份有限公司（以下简称"公司"）近日接到公司实际控制人单 森林先生通知，获悉其所持有本公司的部分股份办理了解除质押业务，具体事项 如下： 一、股东股份解除质押基本情况 | 股东名称 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所持 | 占公司 总股本 | 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 一致行动人 | (万股) | 股份比例 | 比例 | | | | | | | 单森林 | 是 | 350.00 | 11.80% | 1.24% | 2024 年 | 5 | 2025 6 | 年 | 国联民生证券 | | | | | | | 月 27 | 日 | 月 6 | 日 | 股份有限公司 | | ...

证券代码：300701 证券简称：森霸传感 公告编号：2025-039 森霸传感科技股份有限公司 关于公司实际控制人部分股份质押展期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 森霸传感科技股份有限公司（以下简称"公司"）近日接到公司实际控制人单 森林先生通知，获悉其所持有本公司的部分股份办理了质押展期业务，具体事项 如下： 一、股东股份质押展期基本情况 | 股东 | 是否为控 股股东或 | 本次质押 | 占其所持 | 占公司 | 是否 | 是否 为补 | 质押起 | 原质 | 展期 后质 | 质权 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 第一大股 | 展期数量 | | 总股本 | 为限 | | | 押到 | | | 质押 | | 名称 | | | 股份比例 | | | 充质 | 始日 | | 押到 | 人 | 用途 | | | 东及一致 | (万股) | | 比例 | 售股 | 押 | | 期日 | 期日 | | | | | ...

Industry Overview - Firefighting robots are a type of special robots capable of climbing, ascending ladders, and overcoming obstacles, while also being resistant to high temperatures, heat radiation, and various environmental factors [1][2] - These robots can replace firefighters in hazardous environments to perform tasks such as reconnaissance, smoke removal, search and rescue, and fire control [2][3] - The firefighting robot market in China is experiencing rapid growth, with the market size projected to increase from 160 million yuan in 2016 to over 2.5 billion yuan by 2024 [1][10] Market Dynamics - The global firefighting robot industry began in the 1980s, with Japan leading in research and development, followed by the US, UK, and Russia [8] - China's firefighting robot industry started later, with the first firefighting robot developed in 1995, but has accelerated in recent years due to advancements in 5G and artificial intelligence [8][10] - The smart firefighting market in China is expected to grow from 6.51 billion yuan in 2014 to over 23 billion yuan by 2024, driving the development of firefighting robots [8][10] Policy Support - The Chinese government has increased its focus on the firefighting robot industry through various policies, emphasizing the development of special intelligent robots and their applications in complex environments [10][12] - Key policies include the "14th Five-Year Plan for Robot Industry Development" and the "14th Five-Year Emergency Rescue Force Construction Plan," which aim to enhance the performance, quality, and safety of special robots [10][12] Competitive Landscape - The firefighting robot market in China is predominantly occupied by domestic manufacturers, with a high degree of localization [14] - Leading companies include CITIC Heavy Industries, which holds a 38% market share, followed by Anhui Huning Intelligent Technology with a 20% share [14][16] - Other notable companies include Zhejiang Dahua Technology, Shanghai Gelaman International Fire Equipment, and Jiangsu Anqi Zheng Special Vehicle Equipment [16] Development Trends - The industry is moving towards increased intelligence and autonomy, with robots gaining capabilities for autonomous perception, decision-making, and task execution [20] - Multi-functional integration and modular design are becoming key trends, allowing robots to perform various tasks such as firefighting, reconnaissance, and rescue [21][22] - There is a shift towards miniaturization and lightweight designs to meet the demands of complex rescue scenarios, with specialized robots emerging for specific applications [23]

Financial Performance - In Q1 2025, the company reported revenue of 89.68 million CNY, a decrease of 5.13% year-on-year [2] - Net profit attributable to shareholders was 7.30 million CNY, down 40.58% year-on-year [2] - Net profit excluding non-recurring gains and losses was 7.90 million CNY, an increase of 11.53% year-on-year [3] - For the full year 2024, revenue reached 446.37 million CNY, a growth of 51.33% [5] - Net profit attributable to shareholders for 2024 was 39.41 million CNY, a decline of 30.17% [5] - Net profit excluding non-recurring gains and losses for 2024 was 53.17 million CNY, up 51.34% [5] Research and Development - R&D expenses for 2024 amounted to 29.05 million CNY, an increase of 48.18% year-on-year [3] - Significant advancements in new products, including multi-channel intelligent infrared detectors and high signal-to-noise ratio infrared sensors [3] Market Position and Strategy - The company maintains a leading position in the infrared sensor market, with high market share in both infrared and visible light sensors [4] - Expansion efforts in various sectors such as petrochemical, chemical, gas, pharmaceutical manufacturing, electricity, and metallurgy [4] Operational Efficiency - The company has implemented measures to enhance management and information systems, optimizing organizational structure for better efficiency [6] - Focus on cost control and efficiency improvements to adapt to new market conditions [6]

证券代码：300701 证券简称：森霸传感 公告编号：2025-037 森霸传感科技股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 森霸传感科技股份有限公司(以下简称"公司") 2024 年年度权益分派方案已 获 2025 年 5 月 15 日召开的 2024 年度股东大会审议通过，现将权益分派事宜公 告如下： 一、 股东大会审议通过利润分配方案等情况 1、公司 2024 年度股东大会审议通过的 2024 年度利润分配预案为：以公司 现有总股本 282,735,119 股为基数，向全体股东每 10 股派发现金股利 1.00 元（含 税）人民币，共派发现金红利人民币 28,273,511.90 元（含税），剩余未分配利润 结转以后年度；在利润分配预案披露之日至权益分派股权登记日，若公司股本总 额因股权激励行权、可转债转股、股份回购等发生变化，公司将以实施权益分派 的股权登记日总股本为基数，按照分配总额不变的原则对分配比例进行调整，具 体以实际派发情况为准。 2、自本次分配方案公告日至实施期间，公司股本总额未发生变化 ...

森霸传感科技股份有限公司 证券代码：300701 证券简称：森霸传感 公告编号：2025-038 董事会 森霸传感科技股份有限公司 关于参加河南辖区上市公司 2025 年投资者网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，森霸传感科技股份有限公司(以下简称 "公司") 定于 2025 年 5 月 22 日（周四）15:25-16:55 参加在全景网举办的河南辖 区上市公司 2025 年投资者网上集体接待日活动，本次活动将采用网络远程的方 式举行，投资者可登录"全景•路演天下"（http://rs.p5w.net）参与本次互动交流。 出席本次网上集体接待日活动的人员有：公司证券事务代表李沛先生（如有 特殊情况，参会人员将可能进行调整），欢迎广大投资者积极参与。 特此公告。 2025 年 5 月 19 日 ...

Group 1 - The Ministry of Natural Resources will hold a press conference on May 16 to discuss the role of land spatial planning in promoting high-quality urban development [2] - The 2025 Data Security Development Conference will take place from May 16 to 18 in Zhejiang, focusing on marketization of data elements and data security driven by AI [3] - A total of 12 companies will have their restricted shares unlocked today, with a total unlock volume of 116 million shares, amounting to a market value of 2.325 billion yuan [4] Group 2 - 34 companies have disclosed their stock repurchase progress, with 4 companies announcing new repurchase plans and 17 companies having their plans approved by shareholders [5] - The People's Bank of China will have 77 billion yuan of 7-day reverse repos maturing today, with an operation rate of 1.4% [5] - Upcoming data releases include the annualized new housing starts in the US for April and the seasonally adjusted trade balance for the Eurozone for March [6]

证券代码：300701 证券简称：森霸传感 公告编号：2025-036 森霸传感科技股份有限公司 2024年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1.本次股东大会无否决议案的情形。 2.本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1. 会议召开时间： （1）现场会议时间：2025年5月15日(周四) 14:30。 （2）网络投票时间：2025年5月15日(周四)。 ①通过深圳证券交易所交易系统进行网络投票的具体时间为2025年5月15日9： 15-9：25，9:30-11:30，13:00-15:00； ②通过深圳证券交易所互联网投票系统进行网络投票的具体时间为2025年5 月15日9:15-15:00。 2. 会议召开地点：河南省南阳市社旗县城关镇本公司会议室。 3. 会议召开方式：本次股东大会采用现场表决与网络投票相结合的方式。 4. 会议召集人：公司董事会。 5. 会议主持人：董事长单森林先生。 6. 本次股东大会会议的召集、召开与表决程序符合《公司法》《上市公司 ...