Core Insights - The article highlights the transformation and growth of the manufacturing sector in Henan, showcasing advancements in technology and the rise of new industries as key drivers of economic development [1][6]. Traditional Industry Upgrade - Traditional industries in Henan, particularly in Luoyang, are undergoing significant upgrades, with companies like Luoyang Bearing Group investing over 2 billion yuan in smart manufacturing, achieving a 70% share of high-end products [2][3]. - The industrial base in Henan, which has historically focused on heavy manufacturing, is shifting towards innovation and technology, with companies like CITIC Heavy Industries enhancing their digital capabilities and improving production efficiency by 20% [3]. Emerging Industry Cluster - New industries are emerging as a vital force for high-quality development in Henan, with significant advancements in sectors such as artificial intelligence and new energy vehicles [6][8]. - The strategic focus on new industries is supported by a comprehensive policy framework, which includes the "7+28+N" strategy to foster key emerging industries and enhance supply chain integration [6][7]. Economic Impact - By 2024, strategic emerging industries are projected to account for 24.8% of Henan's industrial output, reflecting a 2.4 percentage point increase from the end of the previous five-year plan [8]. - The growth of industry clusters is translating into tangible economic benefits, positioning Henan as a core growth engine for high-quality development [8]. Future Industry Layout - Henan's future industry strategy includes the development of 50 key technologies and the establishment of 50 leading enterprises by 2025, aiming to seize opportunities from the new technological revolution [9]. - Companies like Yutong Bus are leading the charge in the new energy vehicle sector, fostering a collaborative ecosystem with over 290 local suppliers [9][10]. Capital Market Support - The capital market is being leveraged to support industrial transformation, with policies aimed at facilitating mergers and acquisitions and enhancing access to financing for technology-driven enterprises [10][11]. - Recent initiatives include the establishment of a 3 billion yuan fund for artificial intelligence development, aimed at addressing financing challenges for tech companies [11].

副省长李涛、市长庄建球、工业和信息化部电子信息司副司长王世江出席并致辞。10位两院院士及 外籍院士、10个国际组织的代表、来自14个国家和地区的多所大学与研究机构及企业的代表共赴传感之 约，共话产业发展。 郑州将以这次大会为契机，充分借鉴吸纳大会成果，加力实施智能传感器产业链现代化提升工程， 在核心器件、产业应用以及成果转化上持续发力，不断完善支持政策，优化产业生态，拓展应用场景， 推动产业链、创新链、供应链、要素链、政策链深度耦合，助力重点企业、创新平台、重大项目、创新 成果在郑州集聚发展，推动传感器产业向"高"攀升、以"智"取胜。 面向"十五五"发展新征程，河南及郑州将继续向新而行，推动科技创新和产业创新深度融合；向用 发力，促成更多应用场景变为产业实景；向群积聚，涵养各类主体共生的繁荣生态，打造产业发展重 地、创新突破高地。 感知世界，智创未来。11月30日，"2025传感器大会"开幕式暨主旨报告会在郑州举行。 近年来，河南敏锐把握产业发展趋势，前瞻布局新兴赛道。传感器在河南，尤其是郑州已培育多 年，具有深厚的基础和巨大的潜力。赛迪顾问现场发布的《2025智能传感器行业高质量发展报告》数据 显示，202 ...

中新社郑州11月30日电 (记者韩章云范晓恒)人形机器人热舞、戴上智能数据手套可操纵机械手、嗅觉机 器人现场分辨气味……2025传感器大会30日在郑州开幕，众多搭载智能传感器组件的人工智能产品集中 亮相，展示传感器应用的最新成果。 传感器被视为万物互联的"神经末梢"，尤其是智能传感器是当前人工智能、物联网、智能制造等新兴领 域技术应用的核心和先导基础。汉威科技具身智能传感器研究院副院长何传涛向中新社记者介绍，现场 展示的柔弹薄膜压力传感器、拉伸传感器、具身智能系列传感器等已用于智能机器人等产品。 "2024年国内智能传感器市场规模超1600亿元人民币，年复合增长率约15%，是全球增速的1.5倍。"中国 工业和信息化部电子信息司副司长王世江在大会上介绍，"十四五"期间，中国已成为全球最大的智能传 感器消费市场。当前，以人工智能为代表的新一代信息技术蓬勃发展，释放出强大的溢出效应。同时， 脑机接口、人形机器人、生物医药、低空经济等未来产业加速兴起，对智能传感器市场的需求持续高 涨，产业发展迎来新机遇。(完) （文章来源：中国新闻网） 11月30日，河南郑州，2025传感器大会参会者被人形机器人吸引。中新社记者韩章 ...

Core Insights - The "2025 Sensor Conference" opened in Zhengzhou, focusing on the theme "Perceiving the World, Creating the Future," gathering representatives from various international organizations, universities, research institutions, and enterprises to discuss industry trends and application scenarios [1] Industry Growth - The sensor market is rapidly expanding, with a projected market size of 406.12 billion yuan in 2024 and an expected growth to 470 billion yuan in 2025, reflecting an annual growth rate of approximately 15%. By 2030, the market is anticipated to exceed 1 trillion yuan [2] - China has significant market potential and diverse application scenarios, positioning itself as a leader in the sensor industry despite some technological shortcomings. The country is particularly strong in areas like embodied intelligent robots and new energy vehicles, which require extensive sensor technology [2] Technological Development - The gap between Chinese sensor manufacturers and international leaders is narrowing, although challenges remain in advanced functional materials and manufacturing processes [3] - The integration of sensors with the semiconductor industry is a key focus for future development, with potential applications in low-altitude economy, embodied intelligence, quantum information, and biotechnology [3] Regional Development Trends - Various regions in China are actively developing their sensor industries, with cities like Zhengzhou, Wuhan, and Xi'an focusing on gas and infrared sensors, while the Beijing-Tianjin-Hebei region is enhancing MEMS technology and chip manufacturing [4] - Zhengzhou has become a hub for sensor-related enterprises, with over 2,900 companies and a market share exceeding 70% in gas sensors and 15% in gas detection instruments, leading the nation [4]

Financial Performance - In Q3 2025, the company achieved a revenue of 30,822.85 million yuan, a year-on-year increase of 23.39%, marking a record high for a single quarter [3] - For the first three quarters of 2025, total revenue reached 86,210.26 million yuan, with a year-on-year growth of 30.27% [3] - The net profit attributable to shareholders for Q3 2025 was 3,099.64 million yuan, up 14.09% year-on-year [3] - Domestic sales amounted to 73,211.22 million yuan, a 32.56% increase, accounting for 84.92% of total revenue [3] - International sales reached 12,999.04 million yuan, growing by 18.72%, representing 15.08% of total revenue [3] Product Performance - Pressure sensors generated 48,173.72 million yuan in revenue, a 56.64% increase, making it the largest and fastest-growing product category, accounting for 55.88% of total revenue [3] - Revenue from automotive applications reached 50,938.89 million yuan, a year-on-year increase of 48.02%, contributing 59.09% to total revenue [3] Strategic Initiatives - The company established a wholly-owned subsidiary, Anpeilong Microelectronics (Wuhan) Co., Ltd., with a registered capital of 10 million yuan, focusing on integrated circuit design and manufacturing [6] - Global expansion includes setting up a wholly-owned sales subsidiary in Germany and a research subsidiary in Belgium, with a production base in Thailand under development [6] Future Growth Drivers - Key growth drivers include domestic sensor replacement demand, downstream application needs, new project mass production, technology upgrades, cost control, and management optimization [7] - The company aims to enhance its product matrix, focusing on various sensor types to increase market share and competitiveness [7]

Economic News - The Hong Kong government has banned the import of seafood, sea salt, and seaweed from 10 prefectures in Japan due to the discharge of nuclear wastewater from Fukushima [1] - The National Development and Reform Commission emphasizes the importance of high-quality development in the service industry for stabilizing employment and promoting consumption [1] - From January to October, the total operating income of state-owned enterprises in China increased by 0.9% year-on-year, while total profits decreased by 3.0% [1] - The Ministry of Commerce plans to expand market access for foreign investment, particularly in the service sector, and improve the investment environment [4] Company Insights - Meituan reported a revenue of 95.488 billion yuan for Q3 2025, a year-on-year increase of 2.0%, but incurred an operating loss of 18.632 billion yuan [5] - Meixinsheng is focusing on AI sensor technology, enhancing its product offerings in smart perception and human-computer interaction [5] - CITIC Heavy Industries has been involved in major national projects, providing critical materials and equipment for space missions [5] - Shanghai Pharmaceuticals received approval for a generic drug, indicating progress in its product pipeline [5] - Pinggao Electric won bids totaling approximately 773 million yuan in a procurement round from the State Grid Corporation, which is expected to positively impact future operations [5] Daily Research Report - Zhongtong Express reported a Q3 business volume of 9.573 billion pieces, a year-on-year increase of 9.8%, but slightly lowered its annual business volume guidance due to industry trends [6] - The company experienced a slight increase in single-ticket revenue, which grew by 1.7% to 1.21 yuan per ticket, indicating a recovery in profitability [7] - The company's single-ticket profit level improved in Q3, with adjusted net profit rising from 0.21 yuan in Q2 to 0.26 yuan in Q3, suggesting a positive outlook for Q4 [8] - Profit forecasts for the company indicate net profits of 9.06 billion, 10.22 billion, and 11.53 billion yuan for 2025-2027, with corresponding PE ratios of 13.0X, 11.5X, and 10.2X [8]

芯动联科回复称，公司生产的高性能MEMS惯性传感器是商业航天领域里惯性导航的核心器件之一，公 司产品在商业航天领域已经有所应用并持续多年。公司生产的高性能MEMS惯性传感器作为惯性系统的 核心器件，其性能已达到导航级精度，主要技术指标与国际主流厂商处于同一梯队，在高性能硅基 MEMS惯性传感器领域填补了国内空白。 格隆汇11月28日｜有投资者在互动平台向芯动联科提问：请问公司在商业航天领域的业务竞争力体现在 哪些方面？ ...

Core Viewpoint - The company, ChipMotion Technology, has developed high-performance MEMS inertial sensors that are essential components for inertial navigation in the commercial aerospace sector, filling a domestic gap in this technology [1] Group 1: Product and Technology - The high-performance MEMS inertial sensors produced by the company are recognized as core components in inertial systems, achieving navigation-grade accuracy [1] - The technical specifications of the company's products are on par with international mainstream manufacturers, indicating competitive positioning in the market [1] Group 2: Market Application - The company's MEMS inertial sensors have been applied in the commercial aerospace field for several years, demonstrating their reliability and effectiveness in real-world applications [1]

Core Insights - HeShan Technology has successfully completed A3 and A4 financing rounds, raising several hundred million yuan in total [1] - The funds will primarily be used for the iteration of next-generation tactile chips, underlying architecture for edge models, construction of tactile data platforms, and expansion of scenario closed-loop capabilities [1] Financing Information - Total financing amount for A3 and A4 rounds is several hundred million yuan, with investors including CITIC Jinshi Investment, CITIC Securities Investment, and others [1] - The company aims to utilize the funds for technological advancements and infrastructure development in tactile sensing [1] Company Overview - Founded in 2017 and headquartered in Beijing, HeShan Technology specializes in AI tactile perception technology and comprehensive application solutions [1] - The product matrix includes core sensors, algorithm platforms, and simulation systems, covering a complete chain from TS-F fingertip tactile sensors to TS-R tactile perception service robots [1] Technological Advantages - HeShan Technology has developed the world's first mixed-signal AI tactile chip and the first distributed brain-like industrial application chip based on SNN (Spiking Neural Networks) [2] - The sensors feature a high precision force resolution of 0.01 N and can perform non-contact material recognition within a range of 0-10 cm [3] Market Potential - The global tactile sensor market is projected to grow from $15.33 billion in 2024 to $35.59 billion by 2031, with a CAGR of 12.8% [6] - The growth is driven by the rapid rise of humanoid robotics, which positions tactile sensors as a key technology for achieving task closure and scenario generalization [6] Company Performance - HeShan Technology has entered a phase of scaled revenue, with total revenue expected to exceed 100 million yuan in 2024 [7] - The business structure is shifting from automotive dominance to robotics, with tactile sensor business projected to contribute nearly half of the revenue by 2025 [7] Team Background - The core team comprises top researchers from Tsinghua University and the University of Manchester, with a joint AI tactile perception laboratory established in 2019 [8] - The founder, Sun Tengchen, is an inventor of planar and curved capacitive technology, while the chief scientist is a co-inventor of the ARM architecture [8] Strategic Insights - Tactile perception is seen as essential for robots to execute tasks effectively in the physical world, addressing issues of task execution closure and scenario adaptability [9] - HeShan Technology aims to maintain over 80% market share in humanoid robotics while exploring high-value scenarios for tactile sensor applications [12] Investor Perspectives - Investors recognize tactile perception as a critical factor for enhancing the versatility and adaptability of robots, with HeShan Technology being a leading player in the commercialization of tactile sensors [13][14][15] - The company is positioned as a comprehensive supplier of tactile solutions, with a focus on distributed collaborative perception and significant competitive barriers [14]

Company Overview - Guangdong Audiwei Sensor Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, aiming for a dual listing after its previous IPO on the Beijing Stock Exchange in June 2022 [2] - Audiwei is recognized as a global leader in sensor and actuator solutions, focusing on smart home, smart automotive, smart terminals, and smart manufacturing applications [2] Market Position - According to Frost & Sullivan, Audiwei ranks second in China for smart home product sensors revenue in 2024, third globally for automotive ultrasonic sensors and actuators shipment volume, fifth in China for overall sensor shipment volume, and third globally for automotive sensor shipment volume in 2024 [2] Production Capacity - Audiwei has established a coordinated production system both domestically and internationally, with three production bases in China (Guangzhou, Zhaoqing, Jingdezhen) and one overseas base in Selangor, Malaysia [3] Financial Performance - The company has shown steady growth in recent years, with revenues of RMB 378 million, RMB 467 million, RMB 617 million, and RMB 327 million for the years 2022, 2023, 2024, and the first half of 2025, respectively [3] - Audiwei's net profits for the same periods were RMB 53 million, RMB 77 million, RMB 94 million, and RMB 47 million [3]