Core Insights - The six-dimensional force sensor is a key component for solving motion control challenges in humanoid robots, with several A-share listed companies engaged in a "arms race" in this field [1][2][3] - The production cost of six-dimensional force sensors is currently high, but there is a strong demand for cost reduction as the humanoid robot industry rapidly advances [1][9] - The price of six-dimensional force sensors is expected to decrease significantly from over 20,000 yuan to around 2,000 yuan with mass production [1][10] Industry Competition - Jiuding Investment plans to acquire a 53.29% stake in Nanjing Shenyuan Intelligent Technology for 213 million yuan, highlighting the competitive landscape in the six-dimensional force sensor market [2] - More than ten listed companies are competing in the six-dimensional force sensor sector, with companies like Donghua Testing and Minxin Co. actively developing and customizing sensors for various robot manufacturers [2][3] - Companies such as Haoshi Electromechanical and Zhongding Co. are focusing on the development of core components for humanoid robots, indicating a strategic shift towards this technology [3] Market Potential - The demand for six-dimensional force sensors is expected to surge due to the expanding application scenarios for humanoid robots, particularly in the aging economy and smart home sectors [5][8] - According to IDC, the commercial sales volume of humanoid robots in China is projected to reach approximately 2,000 units in 2024, with a global forecast of 18,000 units by 2025 [7] - The market for six-dimensional force sensors is anticipated to exceed hundreds of millions of yuan by 2030, with humanoid robots being the primary application area [8] Cost Reduction Strategies - The high production costs of six-dimensional force sensors stem from technical challenges, material costs, and limited application scale [9] - Companies are exploring MEMS technology to significantly reduce costs, as it allows for mass production of sensors [9] - The production line planned by Ice Zero Technology aims to achieve a capacity of 2 million units, potentially lowering the cost of six-dimensional force sensors to about one-tenth of the current industrial product price [10]

Core Viewpoint - The company has received a patent for an innovative core preparation technology related to low-drift pressure chips based on SOI, which is expected to enhance its competitive edge and support future business applications [2]. Summary by Relevant Categories Patent and Technology - The company announced the receipt of a patent certificate from the National Intellectual Property Administration for a method and system for efficiently preparing low-drift pressure chips based on SOI [2]. - This patented technology is currently not in mass production and will not have a significant impact on the company's operating performance in the short term [2]. Business Impact - The patent is expected to help the company leverage its proprietary intellectual property and technological innovation advantages [2]. - The development is significant for enhancing the company's core competitiveness, promoting market expansion, and fostering research and development innovation [2].

（文章来源：每日经济新闻） 安培龙8月18日晚间发布公告称，深圳安培龙科技股份有限公司于近日收到国家知识产权局颁发的1项 《发明专利证书》。专利名称为"基于SOI的低零漂压力芯片高效制备方法及系统"。 ...

深圳安培龙科技股份有限公司（以下简称"公司"）于近日收到国家知识产 权局颁发的 1 项《发明专利证书》，现将本次取得的发明专利具体情况公告如下： 证券代码：301413 证券简称：安培龙 公告编号：2025-059 一、发明专利 1： 深圳安培龙科技股份有限公司 关于公司获得发明专利证书的公告 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。 发明专利名称：基于 SOI 的低零漂压力芯片高效制备方法及系统 专利号：ZL 2025 1 0736419.1 专利权人：深圳安培龙科技股份有限公司 — 1 — 产权及技术创新优势，对提升了企业核心竞争力、促进市场拓展及研发创新等方 面都具有重要意义。 专利申请日：2025 年 06 月 04 日 授权公告日：2025 年 08 月 15 日 专利权期限：本专利的专利权期限为 20 年。 本发明提供一种基于 SOI（Silicon-On-Insulator，绝缘体上硅）的低零漂 压力芯片高效制备方法及系统，分析现有制备材料对应的材料性能参数，从预设 材料库中筛选出现有制备材料对应的协同制备材料；对压力芯片进行有限元仿真 处 ...

证券日报网讯安培龙8月14日在互动平台回答投资者提问时表示，截至2025年8月8日，公司股东总户数 为14313户。 （文章来源：证券日报） ...

Core Viewpoint - The company has announced a stock incentive plan aimed at boosting performance and aligning employee interests with company growth, with specific revenue and net profit targets set for the years 2025 to 2027 [4][5][7]. Group 1: Incentive Plan Details - The incentive plan covers the accounting years 2025 to 2027, with performance metrics based on 2024 figures. Revenue and net profit growth targets are set at a minimum of 25.00%, 56.25%, and 95.31% for the respective years [5]. - The plan includes trigger values for revenue and net profit, requiring growth rates of at least 20.00%, 45.00%, and 76.25% to achieve an 80% vesting ratio [5]. - A total of 1 million shares will be granted, representing approximately 1.02% of the company's total share capital, with 815,000 shares allocated for the initial grant to 24 key personnel, including executives [5]. Group 2: Market Expectations and Impact - The company's revenue growth expectations for 2025-2027 are slightly above market forecasts, with anticipated increases of 24.6%, 53.9%, and 89.8% compared to 2024 [7]. - The projected net profit growth rates are 43.7%, 86.2%, and 131.3% for the same period, although these figures are below market expectations, possibly due to external pressures such as cost reductions and increased depreciation [7]. - Overall, the incentive plan is expected to enhance employee motivation and creativity, strengthen team cohesion, and support the company's long-term strategic goals [7].

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected investment return exceeding the market benchmark by more than 15% over the next 6-12 months [4]. Core Insights - The company has introduced a positive stock incentive plan, which is expected to drive future performance growth. The plan's assessment period spans from 2025 to 2027, with revenue and net profit targets set to grow by at least 25%, 56.25%, and 95.31% respectively over the three years, based on 2024 figures [1][2]. - The revenue and net profit trigger values are also set, with growth rates of at least 20%, 45%, and 76.25% required to achieve an 80% vesting ratio [1]. - The stock incentive plan aims to enhance the motivation and creativity of talented personnel, thereby improving the core team's cohesion and the company's competitive edge [2]. Summary by Sections Revenue and Profit Forecast - The company is projected to achieve revenues of 1,173 million, 1,437 million, and 1,725 million for the years 2025, 2026, and 2027 respectively, reflecting growth rates of 24.76%, 22.47%, and 20.11% [3][8]. - The net profit forecast for the same years is 117 million, 143 million, and 174 million, with growth rates of 41.23%, 22.89%, and 21.66% [3][8]. Valuation Metrics - The current price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are projected to be 76, 62, and 51 respectively, indicating a potential for valuation improvement as performance enhances [2][11]. - The company is recognized as a leader in the domestic sensor market, particularly in the context of replacing imported components in automotive applications [2]. Financial Performance Indicators - The report outlines a projected gross margin of 32.2% for 2025, with a return on equity (ROE) expected to reach 9.03% [10]. - The company's total assets are expected to grow from 2,100 million in 2023 to 3,060 million by 2027, while total liabilities are projected to increase from 952 million to 1,540 million over the same period [9].

《上市公司股权激励管理办法》 证券代码：301413 证券简称：安培龙 公告编号：2025-056 深圳安培龙科技股份有限公司 本公司及监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。 一、监事会会议召开情况 深圳安培龙科技股份有限公司（以下简称"公司"）第四届监事会第五次会 议的会议通知已于 2025 年 8 月 7 日以通讯方式通知全体监事。本次会议于 2025 年 8 月 11 日在公司会议室以现场结合通讯的方式召开。本次会议应出席监事 3 名，实际出席监事 3 名（其中：以通讯表决方式出席会议的监事分别是黄宗波、 颜炳跃）。会议由监事会主席黄宗波主持，公司董事会秘书张延洪列席会议。本 次会议的召集、召开和表决程序符合《中华人民共和国公司法》等相关法律法规 和《公司章程》的规定。 二、监事会会议审议情况 （一）审议通过《关于公司〈2025年限制性股票激励计划（草案）〉及其摘 要的议案》 为进一步完善公司法人治理结构，建立健全公司长效激励约束机制、形成良 好均衡的价值分配体系、吸引留住优秀人才，充分调动公司骨干员工及核心团队 的积极性，使其更诚信勤勉地开展工作，以促 ...

证券日报网讯 8月11日晚间，安培龙发布公告称，公司第四届董事会第六次会议审议通过了《关于提请 公司股东大会授权董事会办理2025年限制性股票激励计划有关事项的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 8月11日晚间，安培龙发布公告称，公司第四届监事会第五次会议审议通过了《关于公司 〈2025年限制性股票激励计划实施考核管理办法〉的议案》等。 （文章来源：证券日报） ...