Core Insights - Anpelong's stock price decreased by 2.94% on September 30, with a trading volume of 639 million yuan [1] - The company reported a financing buy-in of 98.89 million yuan and a net financing buy of 4.05 million yuan on the same day [1] - As of September 30, the total financing and securities lending balance for Anpelong was 376 million yuan, which is 3.94% of its circulating market value [1] Financing Overview - On September 30, Anpelong's financing buy-in was 98.89 million yuan, with a current financing balance of 376 million yuan, exceeding the 90th percentile level over the past year [1] - The securities lending data showed no shares were sold or repaid on that day, indicating a high level of securities lending balance at 0.00 shares [1] Company Profile - Anpelong Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 15, 2004, with its listing date set for December 18, 2023 [1] - The company's main business includes the research, production, and sales of temperature sensors, pressure sensors, and oxygen sensors, with revenue contributions of 52.79% from pressure sensors, 45.39% from temperature sensors, and 1.82% from oxygen sensors [1] Shareholder Information - As of September 19, Anpelong had 18,100 shareholders, an increase of 28.85% from the previous period, with an average of 3,170 circulating shares per shareholder, down by 22.39% [2] - For the first half of 2025, Anpelong achieved a revenue of 554 million yuan, a year-on-year increase of 34.44%, and a net profit of 42.13 million yuan, up by 19.60% [2] - The company has distributed a total of 52.23 million yuan in dividends since its A-share listing [2] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is Yongying Advanced Manufacturing Mixed Fund A, holding 4.87 million shares, an increase of 1.15 million shares from the previous period [2] - Other notable institutional shareholders include Penghua Carbon Neutral Theme Mixed Fund A and Hong Kong Central Clearing Limited, which are new entrants in the top ten circulating shareholders [2]

Group 1 - The humanoid robot sector has accelerated in recent years, attracting significant attention from the capital market, with related concept stocks performing exceptionally well [1] - As of September 30, humanoid robot concept stocks have averaged an increase of 83.6% this year, significantly outperforming the Shanghai Composite Index [1] - A total of 25 concept stocks have doubled in value this year, with the top performers including Shangwei New Materials, Shenghong Technology, and Zhenyu Technology [1] Group 2 - Institutions are optimistic about the growth potential of humanoid robot concept stocks, with 27 stocks expected to have a net profit growth rate exceeding 20% in the next two years [1] - Among these high-growth stocks, four have a market capitalization exceeding 100 billion yuan, namely Shenghong Technology, Huichuan Technology, Lingyi Technology, and Huaqin Technology [1] - As of September 30, stocks with relatively low rolling price-to-earnings ratios among the 27 high-growth humanoid robot concept stocks include Zhonglian Heavy Industry, Huaqin Technology, Jihong Co., Shiyun Circuit, and Yihua Da [1]

Group 1 - Amperon announced that it will accept investor research from September 5 to September 25, 2025, with participation from key executives including the director and deputy general manager Zhang Yanhong [1] - The company is engaging with investors such as Bosera Fund during this period to address their inquiries [1] Group 2 - The news highlights a trend in consumer loans where banks are increasingly demanding invoices within a strict timeframe, leading to anxiety among borrowers [1] - There is a growing market for services that assist in invoice approval, indicating potential profit opportunities for certain entities [1]

（中压）、玻璃微熔压力传感器（高压）为核心的压力传感器产品矩阵体系， 实现了低、中、高全压力量程覆盖的产业化落地与规模化应用。通过创新结 构设计与工艺优化，系列产品性能已达到国际先进水平，成功实现与森萨塔、 德国博世等国际头部企业的对标。产品广泛应用于汽车领域的动力总成系统 （发动机及变速箱等）、底盘及制动系统、空调及热管理系统，家电领域的 空调管路控制及咖啡机等场景，以及储能液冷热管理系统，形成多领域协同 发展格局。随着公司积极拓展国内外市场，在不同应用领域的新客户及新项 目需求增加，带动了公司压力传感器订单快速增长。 问题 3：请介绍一下公司 MEMS 压力传感器经营情况。 证券代码：301413 证券简称：安培龙 深圳安培龙科技股份有限公司投资者关系活动记录表 编号：2025-010 | 投资者关系活动类 | ☑ 特定对象调研 | | | □分析师会议 | | | --- | --- | --- | --- | --- | --- | | 别 | □媒体采访 | | | □业绩说明会 | | | | □新闻发布会 | | | □路演活动 | | | | 现场参观 ☑ | | | | | | | ☑ 其他 ...

Core Insights - Anpei Long's stock price increased by 5.56% on September 29, with a trading volume of 832 million yuan [1] - The company reported a financing buy-in of 86.23 million yuan and a net financing outflow of 17.58 million yuan on the same day [1] - As of September 29, the total financing and securities lending balance for Anpei Long was 372 million yuan, representing 3.78% of its market capitalization [1] Financial Performance - For the first half of 2025, Anpei Long achieved a revenue of 554 million yuan, marking a year-on-year growth of 34.44% [2] - The net profit attributable to shareholders for the same period was 42.13 million yuan, reflecting a year-on-year increase of 19.60% [2] - Cumulative cash dividends since the company's A-share listing amounted to 52.23 million yuan [2] Shareholder Structure - As of September 19, the number of shareholders for Anpei Long reached 18,100, an increase of 28.85% from the previous period [2] - The average number of circulating shares per shareholder decreased by 22.39% to 3,170 shares [2] - Notable institutional shareholders include Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, which increased their holdings significantly [2]

证券代码：301413 证券简称：安培龙 公告编号：2025-076 公司于 2025 年 9 月 15 日召开第四届董事会第八次会议，审议通过了《关于 调整泰国孙公司（设立中）股权结构安排的议案》，同意公司将泰国孙公司（设 立中）股权结构由原来的公司两家香港子公司共同出资调整为已完成注册的香港 全资子公司 NEXA Sens Technology (Hong Kong) Limited 与境外公司 TS MOLYMER CO.,LTD.、境外自然人 Miss Sunan Thongsong、Fs.3 Yoel Saengkhunthod 四名 股东共同出资设立泰国孙公司。具体内容详见公司 2025 年 9 月 15 日在巨潮资讯 网（http://www.cninfo.com.cn）上披露的《关于对外投资的进展公告》（公告 编号：2025-073）。 2025 年 9 月 24 日，公司根据前述事项完成了泰国孙公司的发起设立登记相 关事宜并取得当地主管部门签发的注册登记证明文件。具体内容详见公司 2025 年 9 月 25 日在巨潮资讯网（http://www.cninfo.com.cn）上披露的《关于泰国 ...

Group 1 - The core point of the news is that Shenzhen Anpeilong Technology Co., Ltd. has seen a stock price increase of 5.53%, reaching 170.96 CNY per share, with a total market capitalization of 16.823 billion CNY [1] - The company specializes in the research, production, and sales of temperature sensors, pressure sensors, and oxygen sensors, with pressure sensors accounting for 52.79% of revenue, temperature sensors 45.39%, and oxygen sensors 1.82% [1] - Anpeilong was established on November 15, 2004, and went public on December 18, 2023 [1] Group 2 - The Hongyi Yuanfang Fund holds a significant position in Anpeilong, with its Hongyi Yuanfang Selected Mixed A Fund (015400) owning 6,000 shares, representing 3.8% of the fund's net value [2] - The estimated floating profit from this investment is approximately 53,800 CNY [2] Group 3 - The Hongyi Yuanfang Selected Mixed A Fund was established on February 27, 2025, and has a current scale of 9.7455 million CNY, with a cumulative return of 39.3% since inception [3] - The fund managers, Ma Jia and Wang Zheyu, have different tenures and performance records, with Ma Jia having a best return of 39.3% and Wang Zheyu achieving a best return of 83% [4]

Group 1 - The core viewpoint of the news is that Shenzhen Anpeilong Technology Co., Ltd. has seen a significant increase in its stock price, rising by 5.53% to 170.96 CNY per share, with a total market capitalization of 16.823 billion CNY [1] - Anpeilong specializes in the research, production, and sales of temperature sensors, pressure sensors, and oxygen sensors, with pressure sensors accounting for 52.79% of revenue, temperature sensors 45.39%, and oxygen sensors 1.82% [1] - The company was established on November 15, 2004, and went public on December 18, 2023 [1] Group 2 - Yongying Fund's Advanced Manufacturing Smart Selection Mixed Fund A (018124) is among the top ten circulating shareholders of Anpeilong, having increased its holdings by 1.155 million shares, totaling 4.8689 million shares, which represents 8.46% of circulating shares [2] - The fund has achieved a year-to-date return of 98.24%, ranking 63 out of 8244 in its category, and a one-year return of 205.63%, ranking 8 out of 8080 [2] - The fund manager, Zhang Lu, has a tenure of 6 years and 61 days, with the fund's total asset size at 15.413 billion CNY [3]

Investment Rating - The report suggests a focus on the robotics industry, particularly on whole machine manufacturers and core component suppliers, with an overall investment rating of "Neutral" for the industry [26]. Core Insights - The humanoid robotics sector is experiencing a dual momentum of "technological deepening" and "scene landing," indicating a positive outlook for the robotics industry [2]. - Google has launched the latest Gemini Robotics 1.5 series, enhancing robot autonomy and task execution capabilities through advanced models [4][16]. - The report highlights significant investment opportunities in various segments of the robotics supply chain, including motors, joints, sensors, and more [18]. Summary by Sections Industry News and Company Dynamics - Jiangsu Donghua Testing Technology Co., Ltd. signed a strategic cooperation agreement with Nantong Zhenkang Machinery Co., Ltd. to enhance collaboration in robotic joint module technology [6]. - Fourier's third-generation humanoid robot GR-3C made its debut at the 2025 Industrial Expo, showcasing advanced design and capabilities [7]. Investment and Financing Dynamics - 1X Robotics is seeking to raise up to $1 billion, aiming for a valuation of at least $10 billion, following the launch of its new home robot Neo Gamma [16]. - Quan Zhibo completed two rounds of financing exceeding 100 million yuan, focusing on talent development and R&D [16]. Investment Recommendations - The report recommends focusing on key robotics component suppliers, including: 1. Motors: Mingzhi Electric 2. Rotating joints: Zhongchen Technology, Shuanghuan Transmission, Landai Technology 3. Linear joints: Hengli Hydraulic 4. Dexterous hands: Zhaowei Electromechanical 5. Encoders: Yap Technology, Fengqiao Technology 6. Sensors: Donghua Testing, Keli Sensor, Anpeilong, Hanwei Technology 7. Screw equipment: Qinchuan Machine Tool, Huachen Equipment 8. Bearings: Longxi Co., Ltd. [18][19]

Group 1 - The company Amperlon (301413) responded to investor inquiries on September 26, indicating that as of September 19, 2025, the total number of shareholders is 18,142 [1]