Group 1 - The meeting between private enterprises and research institutions aims to foster collaboration and innovation, addressing technical challenges faced by companies [1][4] - Over 70 private enterprise leaders participated in the event organized by Zhengzhou's Science and Technology Bureau and the Federation of Industry and Commerce, highlighting the importance of industry-research cooperation [1] - The Harbin Institute of Technology Zhengzhou Research Institute showcased 49 convertible technological achievements in fields such as intelligent manufacturing and green energy, attracting significant interest from enterprises [1] Group 2 - Hanwei Technology produces over 50 million sensors annually, holding a 75% market share in domestic gas sensors, and seeks collaboration with the Harbin Institute of Technology Zhengzhou Research Institute in flexible robotics and big data analysis [2] - Zhengzhou Foguang Power Equipment Co., Ltd. has previously partnered with the research institute to establish master's programs, aiming to develop artificial intelligence technologies and smart energy platforms [2] - The government has been actively supporting the development of private enterprises, with recent action plans aimed at addressing the most pressing challenges faced by business entities [2] Group 3 - The Harbin Institute of Technology Zhengzhou Research Institute focuses on key areas such as medical health and optoelectronics, and has attracted over 200 research talents while incubating 42 technology companies [3] - The institute has established significant collaborations, including the first key laboratory in Henan Province under the Ministry of Industry and Information Technology, and innovation centers for new energy commercial vehicles and functional diamond materials [3]

Summary of Optical Sensor Industry Conference Call Industry Overview - The global optical sensor market is valued at several billion dollars and is experiencing double-digit growth, with consumer electronics being the largest demand source and the automotive sector holding a significant share [1][5][6] - The Time-of-Flight (TOF) sensor is projected to have an annual compound growth rate of nearly 20%, with extensive future applications in robotics [1][5] Key Trends and Developments - Optical sensors are moving towards high integration, combining functions such as ambient light, proximity, and color sensors [1][4] - The demand for optical sensors in AI consumer electronics is surging, exemplified by Apple's Vision Pro, which is equipped with various advanced components [1][12] - The domestic optical sensor industry is achieving breakthroughs in domestic substitution, with companies like Meixinsheng and Huiding Technology making significant progress in DTOF technology and OLED under-screen optical sensing [1][17] Competitive Landscape - The global market is dominated by overseas manufacturers such as AMS, Sensor Tech, Omnivision, STMicroelectronics, and ADI, while domestic companies are in the early stages of development [1][6][7] - AMS has a rich layout in the optical sensor field, focusing on various product categories, while Meixinsheng has a relatively complete layout in optical sensors [1][7] Applications in Consumer Electronics - Optical sensors are crucial in smartphones, enabling features like automatic screen dimming and brightness adjustment based on ambient light [1][8] - In robotic vacuum cleaners, TOF sensors are used for precise distance measurement and obstacle detection, enhancing cleaning efficiency [1][9] - Drones utilize TOF technology for accurate distance measurement to avoid collisions and improve flight stability [1][10] Future Prospects - The automotive electronics sector presents significant potential for optical sensors, particularly in driver state monitoring and cabin environment monitoring [1][11] - Optical tracking technology is expected to become a vital component in future smart glasses, enhancing user interface interactions [1][13] - The robotics industry is anticipated to have a broad application for various optical sensors, especially TOF technology, which aids in obstacle detection and path optimization [1][14] Company Highlights - Meixinsheng is leading in the DTOF field, with applications in smartphone autofocus and obstacle avoidance, and has achieved mass production in robotic vacuum cleaners [1][15] - Huiding Technology has made notable advancements in OLED under-screen optical sensing, with applications in smartphones and wearable devices [1][16] Conclusion - The optical sensor industry is poised for significant growth, driven by advancements in technology and increasing demand across various sectors, including consumer electronics, automotive, and robotics [1][17]

Core Viewpoint - Beijing BOE Sensor Technology Co., Ltd. has increased its registered capital from approximately 4.786 billion RMB to about 5.779 billion RMB, indicating a capital increase of nearly 1 billion RMB, which reflects the company's commitment to expanding its sensor business [1]. Group 1: Business Overview - Beijing BOE Sensor focuses on sensor devices and solutions in various fields, including medical biology, smart windows, industrial sensors, and consumer electronics [2]. - The medical sector has seen the application of BOE's X-ray flat panel detector backplane products in medical device companies across Europe, the United States, Japan, and South Korea [2]. - Smart windows leverage display and sensing technology innovations to provide sensor devices and solutions for transportation and construction sectors [2]. - Industrial sensors are applicable in industries such as 3C electronics, semiconductors, logistics, transportation, new energy, pharmaceuticals, food, and automotive [2]. Group 2: Financial Performance - In 2024, the revenue from BOE's sensor business reached 386 million RMB, accounting for 0.19% of the company's total revenue [3]. - The company has deepened cooperation with key clients in the FPXD field, resulting in a year-on-year increase in sales [3]. - Revenue from smart windows has doubled year-on-year, with the successful launch of flexible LC smart light curtains and intelligent dimming for flagship models of core customers in passenger vehicles [3]. - The Suzhou sensor division has successfully onboarded several leading clients in the photovoltaic and lithium battery industries [3]. - MEMS technology is focusing on the pressure sensor field, promoting productization and expanding into new application scenarios with multiple products [3].

Core Viewpoint - The article highlights the strategic transformation of Industrial Bank from a reliance on traditional real estate and local government financing to a focus on technology, industry, and finance, particularly in the context of supporting technology-driven enterprises in industrial parks [1][2]. Group 1: Strategic Transformation - In 2022, Industrial Bank incorporated technology finance and park finance into its five new strategic areas, shifting its credit logic from traditional infrastructure to understanding technology [2]. - As of 2024, the bank has served 466,000 clients in industrial parks, with 127,300 technology finance clients, marking a 22% year-on-year growth [2]. - The total loans in industrial parks reached 14,540 billion, with technology finance loans amounting to 5,521 billion, reflecting a 23% increase year-on-year [2]. Group 2: Case Studies of Successful Financing - Guangzhou Aoshun Electronics, a MEMS sensor manufacturer, received a 27.3 million yuan mortgage loan from Industrial Bank, which significantly supported its strategic development and establishment of an IDM industry base [3]. - The bank's support helped Aoshun Electronics become a leading player in the domestic capacitive temperature and humidity sensor market, recognized as a national-level "little giant" enterprise [3]. Group 3: Innovative Financing Models - Industrial Bank has developed a "technology flow" evaluation system to assess technology-intensive companies, allowing for credit assessments based on technical capabilities rather than traditional financial metrics [6][8]. - The bank's approach has enabled it to provide 5 million yuan in comprehensive credit to Shenzhen Starfire Semiconductor, addressing urgent funding needs while supporting business expansion [7]. Group 4: Ecosystem Development - The bank's strategy has evolved from serving individual enterprises to fostering an entire technology innovation ecosystem, integrating financial services with industry resources [8]. - Industrial Bank has provided cumulative credit exposure of 826 million yuan to Shenzhen Shihang New Energy, supporting its growth and eventual listing on the Shenzhen Stock Exchange [7][8].

Group 1 - The company is named Cubic Sensor and Instrument Co., Ltd, established in accordance with the Company Law of the People's Republic of China [1] - The registered capital of the company is RMB 100.10 million [2] - The company was approved for registration by the China Securities Regulatory Commission on January 5, 2021, and listed on the Shanghai Stock Exchange on February 9, 2021, with an initial public offering of 17.5 million shares [1][2] Group 2 - The company's business scope includes the development, production, sales, and technical services of sensors, analytical testing instruments, automation instruments, and medical devices [3] - The company aims to excel in perception and is committed to contributing to society [3] Group 3 - The company has issued a total of 100.10 million shares, all of which are ordinary shares with a par value of RMB 1 per share [5] - The company may provide financial assistance for others to acquire its shares, but the total amount of such assistance cannot exceed 10% of the total issued capital [5] Group 4 - The company’s shares must be transferred in accordance with the law, and shares cannot be pledged as collateral [7] - Shareholders holding more than 5% of the shares must comply with specific regulations regarding the sale and purchase of shares within a six-month period [9] Group 5 - The company’s shareholders have rights to dividends, participate in shareholder meetings, and supervise the company's operations [10] - The company must hold annual and temporary shareholder meetings, with specific procedures for notification and voting [17][19]

Company Highlights - Tencent Holdings reported its fastest growth in three years, with Q1 revenue increasing by 13% year-on-year, driven by record revenue from "Honor of Kings" and significant contributions from AI [11][12] - Hon Hai Precision Industry (Foxconn) saw a 24% year-on-year increase in Q1 sales, with net profit exceeding expectations, benefiting from strong demand for AI servers and preemptive stockpiling ahead of potential US tariffs [11] - Baillie Gifford, a prominent value investment firm, expressed strong confidence in ByteDance, predicting a fivefold return on investment despite uncertainties regarding the company's competitive advantages [16] - Alibaba Cloud is recognized as the only major cloud service provider in China offering substantial GPU capacity to external clients, with expected revenue growth accelerating to 25% in the fiscal year 2026 due to surging AI demand [17] Industry Insights - The global largest IPO is anticipated from CATL, with an upper issue price of HKD 263, having received over 30 times subscription from institutions, potentially raising up to HKD 410 billion (approximately USD 52.6 billion) [16] - The multi-crystalline silicon industry is planning to establish a fund of RMB 70 billion to consolidate excess capacity, aiming to raise prices from RMB 36,000 per ton to a more reasonable range of RMB 45,000 to RMB 60,000 per ton [18] - The sensor market is expected to expand as domestic manufacturers improve technology and the demand for robotics increases, particularly in force sensors which are critical for human-robot interaction [22]

证券研究报告 | 2025年05月13日 人形机器人系列专题之六维力传感器 优于大市 高价值和高壁垒的力控核心部件，国产供应商持续发力 风险提示：行业进展和技术迭代不及预期、供应商订单不确定性的风险。 投资建议：关注人形机器人进展带来的投资机遇。看好在技术升级迭代下人 形机器人发展，看好机器人量产后带来的潜在供应链零部件的需求和投资机 会，推荐在六维力传感器等领域有持续布局的公司凌云股份、中鼎股份等。 重点公司盈利预测及投资评级 | 公司 | 公司 | 投资 | 昨收盘 | 总市值 | | --- | --- | --- | --- | --- | | 代码 | 名称 | 评级 | （元） | （亿元） | | 凌云股份 | | 优于大市 | | | | 优于大市 | 中鼎股份 | | | | | 无评级 | 华培动力 | | | | | 资料来源：、国信证券经济研究所预测 | | | | | 请务必阅读正文之后的免责声明及其项下所有内容 核心观点 行业研究·行业专题 汽车 优于大市·维持 证券分析师：唐旭霞 证券分析师：孙树林 六维力传感器系人形机器人感知核心部件，重要性高、价值量大。传感器是 人形机器人与 ...

Investment Rating - The report rates the industry as "Outperform" [4][5]. Core Insights - The six-dimensional force sensor is a core component for humanoid robots, crucial for perception and interaction with the environment, accounting for approximately 16% of the robot's value [1][14]. - The domestic suppliers are making significant progress in the high-end market of six-dimensional force sensors, narrowing the performance gap with foreign brands [4]. - The market for six-dimensional force sensors in humanoid robots is projected to reach 13.8 billion yuan by 2030, driven by increasing demand and production [4]. Summary by Sections Section: Six-Dimensional Force Sensors - Six-dimensional force sensors can measure three directional forces and three directional moments, providing comprehensive force perception [2][34]. - Key performance indicators include crosstalk, accuracy, sensitivity, and overload capacity [34][41]. - The technology route includes strain gauge, capacitive, piezoelectric, and photoelectric types, with strain gauge technology being the most mature and widely used [2][52]. Section: Design and Manufacturing Barriers - High barriers exist in design, decoupling, calibration, and manufacturing processes, making it a complex system engineering task [3][4]. - The design involves selecting and optimizing elastic bodies and strain gauges, which significantly influence the manufacturing process [3]. - Calibration and detection require complex multi-dimensional loading processes, necessitating self-developed equipment [3][4]. Section: Market Dynamics - The humanoid robot market is creating incremental demand for six-dimensional force sensors, with domestic players rapidly entering the market [4]. - The current price of six-dimensional force sensors is around 10,000 to 20,000 yuan, with expectations for prices to decrease to around 1,000 yuan as production scales up [4]. - Companies like Lingyun Co. and Zhongding Co. are recommended for investment due to their ongoing developments in the six-dimensional force sensor field [4][5].

Core Viewpoint - Senba Sensor (300701) has seen a stock price increase of 1.72% to 10.08 yuan as of May 12, 2025, with a trading volume of 36,700 shares and a total transaction amount of 36.91 million yuan [1]. Trading Information Summary - On May 12, 2025, the capital flow for Senba Sensor showed a net outflow of 203.87 thousand yuan from institutional investors, accounting for 5.52% of the total transaction amount [2][3]. - Retail investors contributed a net inflow of 159.93 thousand yuan, representing 4.33% of the total transaction amount [2]. Company Announcement Summary - Senba Sensor announced the upcoming release of 4,241,523 restricted shares for trading, which is 1.5002% of the company's total share capital, effective May 16, 2025 [2][3][4]. - The company received approval from the CSRC on November 24, 2023, to issue shares and pay cash for a 67% stake in Wuxi Green通安全装备有限公司, with a maximum fundraising of 10.593 million yuan [4]. - The new shares are set to be listed on January 5, 2024, increasing the total share capital to 282,735,119 shares [4].

证券代码：603662 证券简称：柯力传感 宁波柯力传感科技股份有限公司 二〇二五年五月 宁波柯力传感科技股份有限公司 2024 年年度股东大会会议资料 宁波柯力传感科技股份有限公司 2024 年年度股东大会会议资料 宁波柯力传感科技股份有限公司 为维护宁波柯力传感科技股份有限公司（以下简称"公司"）全体股东的合 法权益，确保股东大会的正常秩序和议事效率，根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司股东大会规则》《宁波柯力传感科技股份 有限公司章程》及《宁波柯力传感科技股份有限公司股东大会议事规则》等相关 规定，制定会议须知如下： 一、股东参加股东大会，应当认真履行其法定义务，不得侵犯其他股东权益。 二、出席本次股东大会现场会议的股东及股东代理人，应在办理会议登记手 续时出示或提交本人身份证、股票账户卡、加盖法人公章的企业法人营业执照复 印件（法人股东）、授权委托书（股东代理人）等文件。 三、会议主持人宣布现场出席会议的股东人数及所持有表决权的股份总数时， 会议登记终止，在会议登记终止时未在"股东登记册"上登记的股东，其代表的 股份不计入出席本次大会现场会议的股份总数，不得参与现场会议的表 ...