智能感知

Search documents
聚芯微由41岁董事会主席刘德珩控股42%,曾任ASML高级应用工程师
Sou Hu Cai Jing· 2025-10-06 05:39
招股书显示,聚芯微成立于2016年1月,公司是行业领先的智能感知、机器视觉及影像技术解决方案提 供商,致力于通过高性能数模混合信号芯片与优化算法的深度融合,赋能智能设备实现精准感知、卓越 影像与智能化升级。 | | | 截至12月31日止年度 | | 截至6月30日止六個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | 人民幣千元 | 人民幣千元 | 人民幣千元 | 人民幣千元 | 人民幣千元 | | | | | | (未經濟度) | | | 收入 | 127.448 | 242.048 | 666.580 | 260.498 | 400.233 | | 销售成本 | (92,321) | (185.022) | (510.353) | (195.154) | (306.819) | | 毛利 | 35,127 | 57.026 | 156,227 | 65,344 | 93.414 | | 其他收入 | 13.435 | 15,522 | 4.173 | 3.304 | 5. ...
聚芯微递表港交所 海通国际和中信证券为联席保荐人
Zheng Quan Shi Bao Wang· 2025-09-30 01:00
公司技术核心围绕智能感知、机器视觉、影像技术三大领域,赋能机器人、物联网、移动智能设备、数字孪生及汽车电子等行业。其智能感知产 品系列融合了光学感知、智能音频和振动感知技术,并结合自研智能算法,旨在提升人机交互的精度、即时性与沉浸感。 聚芯微提供全面的机器视觉解决方案,包括3D iToF和3D dToF图像传感器,具备高精度3D建模、物质成分分析及动态环境理解能力。公司是国内 少数具备可扩展、全栈式ToF传感器解决方案能力的企业之一。 (原标题:聚芯微递表港交所 海通国际和中信证券为联席保荐人) 聚芯微已向港交所提交上市申请,海通国际和中信证券为联席保荐人。 聚芯微是一家领先的智能感知、机器视觉及影像技术解决方案提供商,专注于高性能数模混合信号芯片与算法的深度融合。 ...
聚芯微电子向港交所递交上市申请 近三年营收复合年增长率达128.7%
Ge Long Hui· 2025-09-29 14:27
凭藉持续的技术深耕与创新拓展,公司成功实现从单一传感技术向智能感知、机器视觉及影像技术综合平台 的跃升。公司在三大核心领域深度布局,建构丰富多元的产品矩阵。通过将智能算法与前沿感知芯片深度协 同设计,公司致力提供「芯片+算法」深度融合的整体解决方案,以释放产品的物理极限性能。公司的解决方 案已广泛应用於移动智能设备、物联网等消费电子领域,并积极拓展机器人、数字孪生及汽车电子等新兴成 长领域,为更广泛的场景赋能智能感知能力。 公司是行业领先的智能感知、机器视觉及影像技术解决方案提供商,致力于通过高性能数模混合信号芯片与 优化算法的深度融合,赋能智能设备实现精准感知、卓越影像与智能化升级。公司的技术围绕智能感知、机 器视觉、影像技术三大核心领域,为机器人、物联网、移动智能设备、数字孪生及汽车电子等高增长场景提 供关键驱动力,显著提升交互效率与影像体验。依托领先的智能感知技术平台,并结合创新的精密驱动技 术,公司的解决方案构建了「感知 - 决策 - 执行」闭环的核心能力。通过多模态传感融合与精准驱动的深 度协同,公司致力于赋能智能设备突破复杂环境的感知极限,成为智能设备创新先锋,引领感知与影像技术 的商业化进程。 ...
聚芯微电子递表港交所 为智能感知、机器视觉及影像技术解决方案提供商
Zhi Tong Cai Jing· 2025-09-29 13:39
据港交所9月29日披露,武汉聚芯微电子股份有限公司(简称:聚芯微电子)向港交所主板提交上市申请书, 海通国际和中信证券为联席保荐人。 招股书显示,聚芯微电子是行业领先的智能感知、机器视觉及影像技术解决方案提供商,致力于通过高性 能数模混合信号芯片与优化算法的深度融合,赋能智能设备实现精准感知、卓越影像与智能化升级。公司 的技术围绕智能感知、机器视觉、影像技术三大核心领域,为机器人、物联网、移动智能设备、数字孪生 及汽车电子等高增长场景提供关键驱动力,显着提升交互效率与影像体验。依托领先的智能感知技术平 台,并结合创新的精密驱动技术,公司的解决方案构建了"感知 - 决策 - 执行"闭环的核心能力。通过多模 态传感融合与精准驱动的深度协同,公司致力于赋能智能设备突破复杂环境的感知极限,成为智能设备创 新先锋,引领感知与影像技术的商业化进程。 聚芯微电子开发出全面的智能感知产品系列,将光学感知、智能音频和振动感知技术与自研智能算法深度 融合。这些产品为智能设备带来及时响应、沉浸式的交互体验。公司的智能感知解决方案通过实现传感器 与执行器的低功耗、低延迟及隐私保护的交互,致力于提升人机交互的精度、即时性与沉浸感。凭借 ...
新股消息 | 聚芯微电子递表港交所 为智能感知、机器视觉及影像技术解决方案提供商
智通财经网· 2025-09-29 13:36
智通财经APP获悉,据港交所9月29日披露,武汉聚芯微电子股份有限公司(简称:聚芯微电子)向港交所主 板提交上市申请书,海通国际和中信证券为联席保荐人。 | | | 截至12月31日止年度 | | 截至6月30日止六個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | 人民幣千元 | 人民幣千元 | 人民幣千元 | 人民幣千元 | 人民幣千元 | | | | | | (未經濟核) | | | 收入 | 127.448 | 242.048 | 666.580 | 260.498 | 400.233 | | 銷售成本 | (92,321) | (185,022) | (510.353) | (195,154) | (306.819) | | 毛利 | 35.127 | 57.026 | 156,227 | 65.344 | 93.414 | | 其他收入 | 13.435 | 15.522 | 4.173 | 3.304 | 5.547 | | 其他收益及虧損 | 9.750 | 9 ...
和而泰(002402):业绩亮眼高增,向AI智能化布局,控制器龙头紧抓行业机遇
Tianfeng Securities· 2025-09-23 04:43
Investment Rating - The report maintains a rating of "Accumulate" for the company [6] Core Views - The company reported strong performance in the first half of 2025, achieving revenue of 5.446 billion yuan, a year-on-year increase of 19.21%, and a net profit attributable to shareholders of 354 million yuan, up 78.65% [1] - The controller business segment continues to show robust growth, with revenue reaching 5.245 billion yuan, a 16.64% increase year-on-year, driven by new customer acquisitions and project deliveries [2] - The company is focusing on AI integration and smart sensing technologies, launching products like the "Perception Plan" body-sensing clothing, which is compatible with VR/AR applications [4] Financial Performance - The company achieved a gross margin of 19.13% in the first half of 2025, an increase of 1.66 percentage points year-on-year, attributed to optimization in customer and product structure [3] - The projected net profits for 2025-2027 are estimated at 700 million, 921.57 million, and 1.176 billion yuan, respectively, with corresponding P/E ratios of 66, 50, and 39 [5] - Revenue is expected to grow at rates of 25.85%, 28.66%, and 23.26% for the years 2023, 2024, and 2025, respectively [5] Business Segments - The revenue from household appliance smart controllers was 3.56 billion yuan, up 22.14% year-on-year, while automotive electronic controllers generated 415 million yuan, a 5.20% increase [2] - The company is expanding its market share in various segments, including smart control for electric tools and intelligent products, which also showed positive growth [2] Strategic Focus - The company is committed to enhancing its product offerings and customer base by focusing on high-value clients and improving manufacturing efficiency through supply chain collaboration [3] - Future growth will be driven by deepening its presence in three strategic areas: home appliances, electric tools, and industrial automation [4]
2024—2025年度中国家用电器行业品牌评价结果发布
Xin Lang Cai Jing· 2025-09-16 23:51
Group 1 - The 2024-2025 China Home Appliance Industry Brand Evaluation event was held at the IFA in Berlin, covering 11 categories of home appliances with a total of 55 brands selected [1] - The brand evaluation project, initiated in 2010, is guided by the Ministry of Industry and Information Technology and aims to support the development of domestic home appliance brands through a scientific and objective evaluation system [1] - The project has positively contributed to the high-quality development of the industry by enhancing brand value and cultivating industry benchmarks [1] Group 2 - The home appliance industry in China is experiencing significant growth opportunities due to the old-for-new policy, with a recovery trend observed over the past year [2] - Traditional categories are benefiting from policy incentives, while emerging categories are expanding and reshaping competitive structures, driven by large-scale equipment updates and consumer replacement actions [2] - Companies are focusing on technological innovation to strengthen brand foundations, increasing R&D investments in AI, smart sensing, and energy-saving technologies to enhance user experience and product reliability [2] Group 3 - Brand building is a comprehensive reflection of national competitiveness and is crucial for establishing a new development pattern in the home appliance industry [3] - The industry is committed to increasing product variety, improving quality, and creating strong brands to better align supply with market demand [3] - Chinese home appliance brands are gaining global influence through diversified strategies and technological innovation, positioning themselves as key representatives of Chinese manufacturing and creativity [3]
【高伟电子(1415.HK)】1H25 业绩高速增长, CCM份额提升+多元IoT新品拓展值得期待——1H25业绩点评(付天姿)
光大证券研究· 2025-08-24 23:05
Core Viewpoint - The company reported significant growth in revenue and net profit for 1H25, driven by increased production of iPhone camera modules and improved market share in iPad cameras [3]. Group 1: Financial Performance - Revenue for 1H25 reached $1.36 billion, a substantial increase of 132% year-on-year, primarily due to low base effects from previous periods and increased production of iPhone camera modules [3]. - The gross margin for 1H25 was 11.4%, remaining stable compared to the 11.5% gross margin in the peak season of 2H24, indicating an improvement in pricing pressure [3]. - The net profit for 1H25 was $67 million, representing a 320% year-on-year increase, with a net profit margin of 5.0%, up from 2.7% in 1H24, showcasing a clear recovery in profitability [3]. Group 2: Competitive Positioning - The company has a significant advantage in profit margins compared to competitors, particularly LG Innotech, whose gross margins have been declining (7.9% in 2023, 7.2% in 2024, and 5.0% in 1H25) [4]. - The company's superior product yield management and cost optimization capabilities position it favorably for future order acquisition, allowing it to maintain a competitive edge in the market [4]. Group 3: Future Outlook - In 2H25, the company is expected to benefit from the sales peak of major client Apple, with anticipated increases in product shipments [5]. - The upcoming iPhone 17 Pro series is expected to feature upgraded camera technology, which will likely enhance the company's average selling price (ASP) for long-focus products and increase the adoption of ultra-wide cameras [5]. - The company is strategically positioned for long-term growth in various sectors, including foldable iPhone camera modules by 2026, wearable devices, and robotics, leveraging its established relationship with Apple [6].
高伟电子(01415):1H25业绩点评:1H25业绩高速增长,CCM份额提升+多元IoT新品拓展值得期待
EBSCN· 2025-08-24 06:19
Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future returns exceeding market benchmarks by more than 15% over the next 6-12 months [5]. Core Insights - The company reported a significant revenue increase of 132% year-on-year for 1H25, reaching $1.36 billion, driven by the production of iPhone camera modules and increased market share in iPad rear cameras [1]. - The gross margin for 1H25 was 11.4%, remaining stable compared to the 11.5% in the peak season of 2H24, suggesting an improvement in pricing pressure [1]. - Net profit for 1H25 surged by 320% year-on-year to $67 million, with a net profit margin of 5.0%, up from 2.7% in 1H24, indicating a clear recovery in profitability [1]. Summary by Sections Financial Performance - Revenue for 1H25 was $1.36 billion, a 132% increase year-on-year, attributed to low base effects and increased production of iPhone camera modules [1]. - The gross margin for 1H25 was 11.4%, consistent with the previous peak season, reflecting improved pricing conditions [1]. - The company’s net profit reached $67 million in 1H25, marking a 320% increase year-on-year, with a net profit margin improvement of 2.3 percentage points [1]. Competitive Positioning - The company has a significant advantage in profit margins compared to competitors like LG Innotech, whose margins have been declining, with 1H25 margins at 5.0% compared to the company's 11.4% [2]. - This margin advantage positions the company favorably for future order acquisitions, as it can maintain competitive pricing without resorting to drastic price cuts [2]. Future Outlook - The company is expected to benefit from the upcoming iPhone product launches in 2H25, with anticipated upgrades in camera specifications that could enhance average selling prices (ASP) [3]. - Long-term growth prospects include entering the foldable iPhone camera module market by 2026 and expanding into wearable technology and robotics, leveraging existing relationships with major clients like Apple [4]. Profit Forecast and Valuation - The profit forecasts for 2025-2027 have been adjusted downwards to $190 million, $226 million, and $343 million respectively, reflecting increased R&D investments [5]. - Despite the downward adjustments, the company is expected to continue gaining market share in the CCM sector and diversify its product offerings, supporting a positive long-term growth outlook [5].