晶方科技（603005）(603005.SH)发布2025年年度报告，报告期内，公司实现营业收入14.74亿元，同比 增长30.44%。实现归属于上市公司股东的净利润3.7亿元，同比增长46.23%。实现归属于上市公司股东 的扣除非经常性损益的净利润3.28亿元，同比增长51.60%。基本每股收益为0.57元。拟向全体股东每10 股派发现金红利人民币1.20元(含税)。 2025年在数据、算力、存储、智能传感等市场需求驱动下，全球半导体产业规模恢复增长，作为半导体 行业的重要组成部分，以图像传感器(CIS)为代表的智能传感器市场，整体市场也保持增长势头。在此 背景下，公司2025年通过技术持续创新、不断拓展新的应用市场，整体业务恢复快速增长趋势，尤其是 随着汽车智能化的快速推进，公司在车用CIS领域的技术领先优势不断提升、业务规模快速增长，带动 公司业务规模与盈利能力实现快速增长。 ...

2026年2月25日，赛微电子披露接待调研公告，公司于2月25日接待淡水泉基金、孝庸基金、领丰资本、 腾飞资本等4家机构调研。 调研情况显示，赛微电子专注MEMS芯片制造主业，组织了北京FAB3产线洁净间参观。公司收购展诚 科技，因其为高新技术企业等，从事芯片设计服务及EDA软件开发，可协同MEMS EDA领域开发，拓 展战略布局，推动"MEMS＋"模式提升竞争力；转让瑞典Silex控制权是基于国际政经环境，为其寻求稳 定经营环境，避免价值减损，公司保留约45％股份获取投资收益及重大决策参与权。 赛微电子瑞典产线毛利率高于北京产线，因运营久、工艺开发占比高、折旧压力小，但北京产线工艺开 发毛利率不一定低；北京FAB3产能利用率较低，规划推动硅麦克风等量产爬坡、风险试产及工艺开 发，未来随订单增加提升良率和产能利用率；北京FAB3已量产硅麦克风等，试产气体芯片等，推进微 流控等工艺开发到量产阶段。 MEMS行业因万物互联和智能传感需求前景广阔，正替代传统传感器，公司认为纯代工模式能为设计公 司节省投入，与IDM模式长期共存；行业规模预计2024到2030年从154亿美元增至192亿，CAGR3． 7％，中高端市 ...

证券日报网2月25日讯，赛微电子（300456）在接受调研者提问时表示，瑞典产线运营了25年，产品及 客户类别丰富，工艺开发业务占比较高，且由于折旧摊销压力较小，MEMS业务的整体毛利率高于仍比 较"年轻"的北京产线。虽然MEMS晶圆制造业务在当前阶段的毛利率较低，但北京产线MEMS工艺开发 业务的毛利率却并不必然低于瑞典产线。MEMS产线的工艺、运营状况及毛利率水平，本质上取决于市 场订单需求。基于智能传感时代多点迸发的基础器件需求以及国产替代的时代背景，公司对北京产线业 务在中长期的毛利率水平持有信心。 ...

《商道创投网》2026年2月6日从官方获悉：国内高动态视频CMOS图像传感器设计企业——深圳市元视 芯智能科技股份有限公司（以下简称"元视芯"）近日完成了由策源资本、无锡产投及一汽红旗私募基金 联合领投，创新工场、知守投资、中信建投资本、华天科技、弘芯投资、福田资本、亿合资本等多家知 名机构跟投的超3亿元A+轮融资，老股东GRC富华资本亦持续加注。 《商道创投网》创业家会员·单位简介： 元视芯创始人兼董事长刘参易表示：此次A+轮融资的完成以及高端智驾汽车8M CIS的即将推出，是元 视芯发展历程中的重要里程碑。新注入的资本将为公司开启发展新篇章。未来，元视芯将持续加大研发 投入，深化智能车载与智能消费双轮驱动的战略布局，坚持极致的产品创新发展战略，不断提升技术壁 垒与产品竞争力，致力于为全球客户提供更高性能、更可靠的图像传感器解决方案，持续为产业链上下 游创造更大价值，推动智能传感技术的创新应用与产业升级。 《商道创投网》创投家会员·本轮投资原因是什么？ 本轮领投方代表表示：在智能驾驶与物联网快速发展的时代背景下，高性能图像传感器作为关键核心器 件正迎来爆发式增长。元视芯凭借深厚的技术积累、成熟的商业化能力以 ...

Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. has received approval from the China Securities Regulatory Commission for a private placement to raise up to 707 million yuan, focusing on expanding production capacity in label printing materials, upgrading electronic-grade functional materials, and building a research and development center, which will enhance the company's core business and explore new opportunities in intelligent sensing [1] Group 1: Fundraising and Strategic Focus - The fundraising aligns with market demand and the company's development strategy, particularly in the label printing materials sector, which is experiencing rapid growth due to the expansion of e-commerce and logistics industries, with projected revenue growth rates of 23.53% and 27.83% for 2024 and the first half of 2025, respectively [2] - The expansion project aims to add an annual production capacity of 773 million square meters and upgrade existing production lines to smart manufacturing, which will enhance the company's market share and competitive advantage in this niche [2] Group 2: Technological Advancements and R&D - The upgrade of the R&D center will strengthen the foundation for technological innovation, as the company transitions from a "functional coating material supplier" to an "intelligent sensing solution provider," enhancing R&D efficiency and attracting high-end talent [3] - The company has established partnerships with experts in the sensor field and signed strategic cooperation agreements to foster an ecosystem of embodied intelligence, highlighting the integration of industry, academia, and research [3] Group 3: New Growth Opportunities - The company is witnessing strong momentum in its second growth curve centered around robotic "electronic skin," which has attracted significant attention from various institutional investors, including Morgan Stanley and domestic funds [4] - The third generation of electronic skin, set to launch in 2025, will achieve a technological leap from "raw data" to "intelligent touch," with collaborations established with numerous clients and successful deliveries in the North American market [4] Group 4: Overall Impact of Fundraising - The successful fundraising will serve as a "gas station" for the company's core business and a "booster" for its intelligent sensing initiatives, enabling the company to consolidate its advantages in niche markets and accelerate the domestic substitution of high-end products [5] - The dual-driven model of "core business + new track" is expected to create a new chapter in the integration of functional composite materials and intelligent sensing industries [5]

Core Viewpoint - Xi'an aims to develop a comprehensive technology-assisted disability support ecosystem through the implementation of the "Implementation Plan for Promoting Technology Assistance for the Disabled" focusing on research, application, and industry development in assistive technology [1][2] Group 1: Technology Development - The city will enhance collaboration among technology, civil affairs, and disability organizations to accurately identify the needs for assistive technology [1] - Key technological advancements will focus on rehabilitation robots, nursing robots, exoskeleton robots, and brain-machine interfaces [1] - Support will be provided for the design and development of smart wheelchairs, rehabilitation aids, and bionic prosthetics to accelerate product research and iteration [1] Group 2: Application and Innovation - Xi'an will promote the application of assistive technology by establishing incubators in development zones and supporting enterprises and academic institutions in creating innovation platforms [2] - Innovative assistive products that meet certain criteria will be prioritized for inclusion in government support programs [2] Group 3: Industry Ecosystem - The city plans to foster collaboration between research institutions and technology companies to expedite the application of assistive technology results [2] - Specialized parks will be developed to encourage innovation among assistive technology enterprises, and leading companies will be supported in forming innovation alliances [2] - A financing channel for assistive technology enterprises and service organizations will be established, and the industry will be included in government industrial guidance funds [2] Group 4: Future Goals - Over the next 3 to 5 years, the plan aims to achieve significant advancements in the development of exoskeleton robots, orthotic devices, brain-machine interfaces, and new biomaterials [2] - By 2030, the goal is to effectively integrate technological innovation with disability services, significantly enhancing the level of intelligent services for the disabled [2]

Core Insights - The first Nanjing Intelligent Sensor Conference was held in Jiangbei New Area, where a five-year plan was announced to promote the integration of the entire smart sensor industry chain [1][2] - By 2030, Jiangbei New Area aims to achieve a seamless transition from research and development to mass production in the smart sensor sector, focusing on breakthroughs in optical, acoustic, and biological sensing [1][2] - The smart sensor industry is recognized as a critical component of the digital economy and is supported by national policies, including the "14th Five-Year Plan" and ongoing industrial action plans from the Ministry of Industry and Information Technology [1] Industry Development - Jiangbei New Area is positioning integrated circuits as a key support for industrial development, establishing major innovation platforms such as the EDA National Innovation Center and the Optoelectronic Technology Innovation Center [2] - The National Smart Sensor Innovation Center's Jiangsu base is under construction, with a mid-test platform for sensor technologies expected to be operational by 2026, enhancing the industry's high-quality development [2] - The area boasts a strong innovation ecosystem, with renowned universities contributing to a high density of research talent, and is focused on building a technology innovation experimental zone [2] Collaborative Efforts - The Jiangsu sub-alliance of the China Sensor and IoT Industry Alliance was established to integrate resources and accelerate collaborative innovation in the sensor and IoT sectors [3] - A joint laboratory for acoustic, optical, and biological sensors has been launched to bridge the gap between technology development and industrial application [3] - The conference featured discussions on various topics, including tactile technology for embodied intelligence and the role of sensors in smart manufacturing, with awards given to 40 companies for their contributions to technology breakthroughs and industry advancement [3]

Core Viewpoint - The Central Economic Work Conference emphasizes the importance of innovation-driven development and the cultivation of new growth drivers for the economy in the coming year [1] Group 1: Innovation and Development - The conference calls for strengthening the role of enterprises as innovation subjects and implementing a new round of high-quality development actions for key industrial chains [1] - The company, 科安达, plans to deepen its focus on intelligent technology in rail transit, leveraging the advantages of the Guangdong-Hong Kong-Macao Greater Bay Area's international innovation center [1] Group 2: Collaboration and Ecosystem - 科安达 aims to establish a collaborative innovation system involving industry, academia, research, and application, enhancing cooperation with universities and research institutions to build an AI intelligent ecosystem for rail transit [1] - The company is committed to concentrating its core resources on "intelligent monitoring + smart operation and maintenance" to ensure efficient and safe rail transit operations [1] Group 3: Technological Advancements - In the context of green and low-carbon development becoming mainstream, 科安达 focuses on technological iteration and upgrades to strengthen the technical barriers for safe travel [1] - The company will enhance its core competitiveness in the field of intelligent monitoring for rail transit through the deep integration of technological innovation and industrial demand, particularly in artificial intelligence and smart sensing technologies [1]

Core Insights - Shanghai has added 6 new high-quality incubators, bringing the total to 18, focusing on emerging industries such as synthetic biology, brain-machine intelligence, and integrated circuits [1][2]. Group 1: New Incubators - The newly added incubators include: - Nest Shanghai Innovation Incubator, focusing on synthetic biology and gene therapy [1] - Sinan Brain-Machine Intelligence Incubator, concentrating on brain-machine interfaces and cognitive disorder interventions [2] - Shanghai Aimi Sanjiang New Materials Innovation Center, targeting new materials and membrane materials [2] - "Shutong Chain Valley" Blockchain Application Innovation Incubator, focusing on blockchain core technologies [2] - "Zero Bay" Science and Technology Innovation Incubator, emphasizing electronic information and advanced equipment [2] - Zhangjiang Gaoke 895 Incubator, serving the integrated circuit design industry [3] Group 2: Focus Areas and Objectives - The high-quality incubators aim to accelerate the construction of local technology enterprises and nurture future industries, with a focus on areas such as large models, quantum optics, intelligent sensing, humanoid robots, and cell and gene therapy [1]. - The Nest Shanghai Innovation Incubator aims to support the biopharmaceutical industry by exploring disruptive life science technologies and establishing a mechanism for technology transfer [1]. - The Sinan Brain-Machine Intelligence Incubator collaborates with academic and medical institutions to create a comprehensive incubation model [2]. - The Shanghai Aimi Sanjiang New Materials Innovation Center has established a full-cycle incubation chain for technology commercialization [2]. - The "Shutong Chain Valley" incubator integrates various application scenarios for blockchain technology to empower startups [2]. - The "Zero Bay" incubator focuses on identifying commercially valuable technologies and projects through collaboration with universities [2].

Core Viewpoint - Audiwei has submitted a listing application to the Hong Kong Stock Exchange, with China Merchants Securities International as its sole sponsor, focusing on the development, manufacturing, and sales of sensors and actuators [1] Group 1: Company Overview - Audiwei specializes in smart sensors and precision micro-actuator solutions, targeting four core application scenarios: smart home, smart automotive, smart terminals, and smart manufacturing [1] - The company adopts an IDM (Integrated Device Manufacturer) model, integrating sensitive materials, transducer chips, algorithms, and precision manufacturing processes to provide customized, high-reliability solutions [1] Group 2: Market Position - According to Frost & Sullivan, Audiwei ranks second in China for sensor revenue from smart home products in 2024, third globally in automotive ultrasonic sensor and actuator shipments, fifth in global sensor shipments, and third in China's automotive sensor shipments [1] Group 3: Product Development - The company has independently developed the next-generation AKII vehicle-mounted ultrasonic sensor, effectively supporting ADAS/AVP, making it the first participant in China to achieve mass production of this type of sensor [1] Group 4: Production Facilities - As of June 30, 2025, Audiwei has three production bases in China located in Guangzhou, Zhaoqing, and Jingdezhen, and one overseas production base in Selangor, Malaysia [1]