《商道创投网》创投家会员·本轮投资原因是什么？ 安徽北方微鑫智能创业投资基金合伙企业卫凯表示：传感器作为万物互联的核心枢纽，市场前景极为广 阔，预计2025年我国传感器市场规模将攀升至3802亿元。容启传感深耕的MEMS传感器领域，凭借体积 小、成本低、可规模化生产等优势，深度契合消费电子、工业工程等多元应用场景，潜力巨大。容启传 感自身竞争力突出。其核心研发团队经验丰富，拥有深厚的技术积累，目前已斩获授权发明专利2项、 实用新型专利8项及14项集成电路布图。产品矩阵丰富，非接触式温度传感器、气体传感器等性能卓 越，部分产品如皮拉尼真空计、抗热冲击红外温度传感器达到国际领先水平，广泛应用于医疗、工业等 领域。此外，作为高新技术企业，容启传感通过ISO9001质量认证，技术创新与品控实力备受认可。此 次投资高度契合基金聚焦微纳制造产业链的战略定位，有望实现合作共赢，推动产业升级。 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示：容启传感完成首轮数千万元融资，是政策导向与资本驱动的典型范例。近 年来，国家密集出台政策支持传感器产业发展，将其列为重点培育的战略性新兴产业，从税收优惠到研 发 ...

Core Insights - The company reported a total revenue of 346 million yuan in 2024, reflecting a year-on-year growth of 1.35%, indicating resilience in a complex market environment [4] - However, the net profit attributable to shareholders decreased significantly by 42.24% to 55.64 million yuan, and the net profit after deducting non-recurring items fell by 47.41% to 42.24 million yuan, primarily due to intensified market competition, declining product prices, and increased R&D investments [4][6] Revenue and Profit Analysis - The total revenue for 2024 was 346 million yuan, with a slight increase of 1.35% compared to the previous year [4] - The net profit attributable to shareholders was 55.64 million yuan, down 42.24% year-on-year [4][6] - The non-recurring net profit was 42.24 million yuan, representing a 47.41% decline from the previous year [4][6] - R&D expenses reached 65.28 million yuan, accounting for 18.88% of total revenue, which is a 31.25% increase from the previous year [4][6] R&D and Innovation - The company emphasized technological innovation, filing 15 new patent applications and obtaining 15 invention patents and 1 utility model patent [5] - The number of R&D personnel increased to 130, making up 24% of the total workforce, highlighting the company's commitment to innovation [5] - New products developed include wireless tilt sensors and wireless HART temperature and pressure integrated sensors, with a closed-loop process established in MEMS pressure sensor chip design and MEMS process development [5] Market Expansion - The company made significant progress in the aerospace, aviation, and industrial sectors, developing sensor products for next-generation fighter jets, transport aircraft, and drones [6] - Collaborations with China Commercial Aircraft Corporation and related suppliers target market opportunities arising from the mass delivery of the domestically produced C919 aircraft [6] - Participation in national key projects such as manned space engineering, lunar exploration, and Beidou projects, along with partnerships with commercial space enterprises, further enhances market presence [6] Capital Operations and Investor Returns - The company established two wholly-owned subsidiaries focusing on sensor chip and conditioning circuit chip development, as well as strategic emerging industries [7] - The "GaoHua R&D Capability Construction Project" faced delays due to funding constraints, with completion pushed from April 2025 to June 2026, impacting future R&D capabilities [7] - A cash dividend of 2 yuan per 10 shares is proposed, totaling 36.76 million yuan, which is 66.06% of the net profit attributable to shareholders [7] - A stock repurchase plan was initiated, with an actual repurchase amount of 50.44 million yuan for employee stock ownership plans or equity incentives [7]

报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 重磅亮点 合作伙伴征集：2025全球手术机器人大会 2025年4月10日，总部位于 苏格兰 的Neuranics公司获得了800万美元（合约5800万人民币）的种子资金，以加快其隧道磁阻（TMR）磁感应技术的增长 和商业应用。 本轮融资由Blackfinch Ventures领投，Archangels参与投资，并得到了格拉斯哥大学、Par Equity和爱丁堡大学的风险投资基金Old College Capital的支 持。 资金将用于公司下一阶段的发展，包括加强团队建设、技术创新以及将TMR技术整合到各种高科技市场，特别是在可穿戴设备、扩展现实（XR）和数字健康 领域。 # 核心技术 技术背景 隧道磁阻（TMR） 是一种量子物理现象，指的是在特定的磁性结构中，电阻值会随着磁化方向的变化而发生显著变化，在磁性隧道结（MTJ）中尤为明显。 由于TMR效应导致的电阻变化与磁场强度、方向密切相关，因此可以通过测量电阻的变化来精确检测磁场的特性。 从左到右依次为 CTO Hadi Heidari、CEO Noel McKenna、CSO Kia Na ...

苏奥传感（300507）公告，2024年营业收入16.7亿元，同比增长48.87%。归属于上市公司股东的净利润 1.38亿元，同比增长11.31%。基本每股收益0.18元/股，同比增长12.50%。公司拟向全体股东每10股派发 现金红利0.6元(含税)，送红股0股(含税)，以资本公积金向全体股东每10股转增0股。 ...

Core Insights - Beijing Yihe International Information Consulting Co., Ltd. has released an in-depth market analysis report on infrared gas sensors, covering both global and Chinese markets, aimed at helping businesses and investors understand market trends and competitive landscapes [1][4] Group 1: Market Overview - The infrared gas sensor market is expected to expand significantly by 2025, driven by applications in environmental monitoring, industrial safety, and smart homes [6] - The report provides detailed analysis of market size, growth rates, and future trends, allowing companies to seize opportunities and adjust strategies in a rapidly changing market [6] Group 2: Industry Participants - Major players in the infrared gas sensor market include well-known global companies and innovative startups, with strengths in technology development, marketing, and customer service [4] - The report lists market shares, product lines, and regional performances of key participants, offering a clear analysis of the competitive landscape [4] Group 3: Supply Chain Dynamics - The infrared gas sensor supply chain is complex, involving raw material suppliers, manufacturers, distributors, and end-users [6] - The report analyzes market shares, supply-demand relationships, and key influencing factors across different segments of the supply chain [6] Group 4: Regional Analysis - The report details the performance of the infrared gas sensor market across different regions, including North America, Europe, and Asia-Pacific, highlighting significant regional differences due to economic development, technology acceptance, and regulatory policies [7] - In the Asia-Pacific region, demand for infrared gas sensors has notably increased due to accelerated industrialization and heightened environmental awareness [7] Group 5: Policy and Regulatory Environment - China's policy environment significantly impacts the infrared gas sensor industry, particularly regarding environmental protection, industrial safety, and technological innovation [7] - The report analyzes relevant policies and regulations that influence market demand and provide impetus for technological advancements [7]

彼时，六维力传感器还是一种体积庞大、造价昂贵、仅限于尖端军工和航天领域的专业设备。随着制造 工艺的精进和微电子技术的飞跃，这种曾经"高不可攀"的技术正迅速小型化、低成本化，从航天领域走 向工业自动化，并在最近几年，悄然进入了人形机器人的核心感知系统。 为什么一种源自航天领域的高精度传感器会成为人形机器人的关键组件？答案在于人机交互的本质。 人类在与物理世界互动时，依靠的不仅是视觉和听觉，更关键的是触觉反馈。当我们拿起一个鸡蛋，既 不会捏碎它，也不会让它滑落，这种精细的力控能力源于我们手指末端无数的触觉感受器。 人形机器人要实现类似人类的灵巧操作，就必须具备同样精确的力觉感知能力。六维力传感器恰恰能够 提供这种全方位的力和力矩信息，让机器人"知道"它对物体施加了多大的力，以及这些力在空间中的分 布状态。这种能力对于机器人执行精细操作、维持平衡行走、以及安全地与人类互动至关重要。 近两年来，随着众多人形机器人项目相继亮相，这个原本小众的传感器品类突然成为投资界的关注焦 点。一方面是因为六维力传感器在人形机器人成本结构中占比高达19%（根据特斯拉机器人预估），是 单一价值最高的核心零部件之一；另一方面，这一领域尚未 ...

柯力传感：一季度净利润同比预增58.48%到91.76% 智通财经4月11日电，柯力传感(603662.SH)公告称，预计2025年第一季度实现归属于母公司所有者的净 利润为6,818万元到8,250万元，与上年同期相比，将增加2,515.83万元到3,947.83万元，同比增长58.48% 到91.76%。业绩预增主要得益于非经常性损益的影响，包括交易性金融资产收益增长，以及公司在传 感器和物联网领域的战略布局，使得主营业务收入与扣非净利润相比去年同期增长。 ...

Investment Rating - The report maintains an "Accumulate" rating for the company, indicating an expected relative increase of 5% to 15% compared to the CSI 300 index over the next six months [2][10][19]. Core Views - The company reported a revenue of 2.228 billion yuan for 2024, a decrease of 2.61% year-on-year, and a net profit attributable to shareholders of 77 million yuan, down 41.38% year-on-year [2][10]. - The company is focusing on enhancing its sensor business and expanding its product matrix in embodied intelligence, which is expected to open up future growth opportunities [7][9]. - The company has established a comprehensive IoT ecosystem centered around sensor technology, which includes chip design, sensitive materials, manufacturing processes, and testing technologies, maintaining its leading position in the gas sensor market [7][9]. Financial Performance - The company's gross margin for 2024 was 29.85%, a decline of 0.37% year-on-year, while the net profit margin was 2.41%, down 3.4% year-on-year [7][10]. - Research and development expenses increased by 10.36% year-on-year to 211 million yuan, accounting for 9.48% of total revenue [7][10]. - The company forecasts revenues of 2.539 billion yuan, 2.851 billion yuan, and 3.185 billion yuan for 2025, 2026, and 2027 respectively, with corresponding net profits of 114 million yuan, 139 million yuan, and 165 million yuan [10][11]. Business Development - The company is deepening its presence in security and environmental protection sectors, improving the performance of gas sensors and expanding into new markets such as energy storage and smart safety [9][10]. - In the automotive sector, the company is collaborating with several well-known manufacturers, which has led to steady growth in product orders [9][10]. - The company is also advancing its smart instrument business, enhancing its product lineup in gas measurement and safety instruments, thereby solidifying its leading position in the industry [9][10].

Core Viewpoint - The article discusses the recent A-round financing of MEMS sensor manufacturer Misi Technology, highlighting its advancements in MEMS sensor technology and market potential in various industries [4]. Company Overview - Misi Technology, established in 2020, specializes in the design, packaging, and sales of MEMS sensor chips and modules for industrial, civilian, and medical applications [5]. - The company has developed a core manufacturing technology called "Minimally Invasive Surgery" (MIS Process), enabling low-cost and high-yield production of various mainstream MEMS sensors [5][6]. Product Development - Misi Technology has launched several products, including absolute pressure, high-temperature pressure chips, and flow sensor chips, with absolute and high-temperature pressure chips already in mass production [6][9]. - The company has achieved a significant output of absolute pressure sensor chips, particularly in the consumer electronics sector, with millions of units shipped [8]. Market Potential - The global MEMS industry market size reached $18.477 billion in 2022, with China's MEMS sensor market size at 98.21 billion yuan, reflecting a year-on-year growth of 15.1%. It is projected to reach 157.13 billion yuan in 2023 [8]. - Misi Technology has engaged with over 30 clients across various sectors, including consumer, medical, automotive, industrial, and military [8]. Technological Advancements - The MIS Process technology, developed by Misi Technology's founder, is comparable to Bosch's APS process and is one of the few third-generation pressure sensor manufacturing technologies globally [8]. - This technology allows Misi Technology to significantly reduce chip area, cutting costs and improving efficiency compared to competitors [8]. Future Plans - Misi Technology aims to expand its applications into the medical and robotics fields, focusing on high-precision products such as blood pressure measurement and robotic tactile sensors [11]. - The company plans to increase its production capacity for high-temperature pressure sensor chips, targeting annual shipments of 20,000 to 30,000 units for aerospace clients [10].

随着工业智造的快速发展，传感器技术作为工业自动化和机器人领域的重要支撑，正逐渐成为推动产业升级的核 心技术之一。 六维力传感器的核心技术与优势： 1.高灵敏度与高精度：六维力传感器能够感知微小的力和力矩变化，可达克级力控精度，满足机器人精细操作的 需求。 六维力传感器：解锁机器人感知新维度 六维力传感器是集力和力矩测量于一体的高精度传感器，能够同时检测X、Y、Z三个方向的力和绕这三个轴的力 矩，为机器人提供多维度的力觉感知能力。在智能制造中，六维力传感器能够实时监测机器人与环境或物体之间 的相互作用力，帮助机器人实现更精准的动作控制和更复杂的操作任务。 2.快速响应：传感器能够实时反馈力和力矩信息，帮助机器人在动态环境中快速调整动作。 其中，六维力传感器作为一种能够同时测量力和力矩的高精度传感器，因其广泛的应用场景和独特的技术优势， 正成为智能制造领域的重要工具。特别是在近年来人形机器人、协作机器人和智能装配等领域的快速发展，使得 六维力传感器的应用前景更加广阔。 3.长寿命与可靠性：通过精密制造和优化设计，六维力传感器能够在恶劣环境下长期稳定工作，适应工业和机器 人领域的高强度应用。 4.集成化与小型化：现 ...