新华财经上海9月23日电（记者李荣）传感器是物联网、智能制造和数字经济的核心基础元件，正迎来 新的发展机遇。记者23日从由上海嘉定工业区管理委员会、上海嘉定工业区开发（集团）有限公司主办 的第五届中国智能传感大会上获悉，立足上海集成电路产业重要"北翼"的功能定位，上海嘉定今年全区 集成电路产业总产出有望突破千亿元大关。 上海市嘉定区相关负责人介绍，以智能传感为代表的人工智能技术，已成为新一轮科技革命与产业变革 的核心战场。近年来，嘉定主动拥抱数字化、智能化变革浪潮，依托国家智能传感器创新中心、上海智 能传感器产业园、集成电路产业链联盟等高能级平台和创新协同机制，不断做大规模、做强能级、做优 生态，持续强化"链主的牵引带动、技术的创新联动、要素的支撑驱动"，推动智能传感器产业跨越式发 展。 去年，嘉定区集成电路产业链联盟正式成立。一年来，联盟紧密协同政府、企业、院所、投资机构，以 推动科技高水平自立自强为己任，积极发挥在集成电路产业延链、补链、强链中的关键作用，显著促进 了产业结构优化升级与创新生态系统建设。 据了解，嘉定区作为智能传感器以及物联网芯片的产业集聚高地，凭借其完善的产业链基础、全面的政 策支持、优 ...

Core Insights - The WeStart 2025 Entrepreneurial Investment Conference was launched in Shanghai, focusing on innovation and investment opportunities for tech enterprises [1] - The conference aimed to create a multi-tiered, international investment-financing matching platform to support high-quality growth in technology sectors [1] Group 1: Event Overview - The WeStart community targets cutting-edge tech entrepreneurs, providing a platform for disruptive innovation investment and development in Shanghai [2] - The forum featured discussions on capital empowerment throughout the sci-tech innovation chain, leading to the establishment of the "WeStart early-stage & small-scale investment alliance" [3] - The event included startup showcases and matching activities, forming a comprehensive innovation service system that connects global innovation resources [4] Group 2: Competition and Participation - The WeStart TOP 100 startup competition attracted 1,487 global teams from fields such as biomedicine, integrated circuits, AI, and future industries, with 71 overseas projects participating [5] - After preliminary rounds, 100 high-quality projects advanced to roadshows to compete for the TOP 100 titles [5] Group 3: International Collaboration - The conference hosted a cross-border sci-tech project matchmaking session, featuring over 30 overseas tech projects from 9 countries engaging with local capital [6] - Participating projects covered various sectors, including AI enterprise services, digital healthcare, clean tech, fintech, and edtech [6]

Core Insights - The 2025 InnoMatch Tech-Matching Fair commenced in Shanghai on September 21, as part of the 18th Pujiang Innovation Forum [1] - The event emphasizes demand-driven project solicitation, talent scouting, and capital empowerment, featuring a supply-demand matching platform and a three-day exhibition [2] Group 1: Event Highlights - Over 10,000 technology demands were released, covering more than 20 fields such as artificial intelligence, quantum technology, and biomedicine [3] - The fair announced 2,000 job vacancies and showcased 1,728 pending commercialization achievements, 847 innovative products from SMEs, and over 80 debut products [3][4] - Participation included 120 industry-leading enterprises, with more than 10 innovation demands valued at tens of millions of yuan [4] Group 2: Innovation and Research - Representative innovations included a dedicated chip for brain-computer interfaces from Shanghai Jiao Tong University and a therapeutic DC vaccine for brain glioma from Huashan Hospital [5] - Six concept verification platforms for future industries were launched, focusing on areas like brain-computer interfaces and nucleic acid drugs, providing full-chain services to reduce commercialization risks [6] Group 3: Academic and Institutional Involvement - The fair attracted 20 Shanghai-based institutions and 21 domestic universities and research institutes, showcasing sci-tech achievements with independent intellectual property rights [7] - Reports and standards related to the showcased technologies were also launched during the event [7] Group 4: Event Significance - The InnoMatch Tech-Matching Fair has become a globally influential event in technology transfer and innovation cooperation, marking its fifth successful iteration [8]

Core Viewpoint - The company emphasizes the importance of the national "14th Five-Year Plan" (2026-2030) and the opportunities it presents for the industry [1] Group 1: Industry Opportunities - The company is actively positioning itself in emerging sectors such as low-altitude economy, low-orbit satellites, and automotive electronics to seize related industrial upgrade opportunities [1] - The company has launched nearly 20 radiation-resistant new products in the commercial aerospace and drone sectors, with some products entering the small satellite selection directory, thereby expanding market space [1] Group 2: R&D and Innovation - The company plans to continuously increase R&D investment and technological innovation, with an annual goal of developing no less than 60 new products and promoting at least 50 new products each year [1] - The company aims to optimize customer structure, reduce costs, increase efficiency, and explore new emerging fields to address challenges and changes in the market [1]

天眼查App显示，近日，深圳市坤强科技有限公司成立，法定代表人为张坤，注册资本500万人民币， 经营范围为集成电路设计；集成电路芯片及产品销售；集成电路销售；集成电路芯片及产品制造；智能 控制系统集成；物联网技术服务；电子产品销售；电子元器件制造；工业控制计算机及系统制造；国内 贸易代理；贸易经纪；销售代理；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广； 数据处理服务；电子元器件批发；计算机及通讯设备租赁；大数据服务；人工智能行业应用系统集成服 务；人工智能理论与算法软件开发；人工智能公共服务平台技术咨询服务；云计算设备销售；租赁服务 （不含许可类租赁服务）；数据处理和存储支持服务；人工智能应用软件开发；信息系统集成服务；工 业互联网数据服务；人工智能通用应用系统；人工智能基础软件开发；信息系统运行维护服务；基于云 平台的业务外包服务；集成电路制造；计算机软硬件及外围设备制造。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动）。 ...

嘉实上证科创板芯片ETF（588200）基金经理为田光远。 截至发稿，田光远累计任职时间4年200天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 126.06%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从成都华微十大流通股东角度 数据显示，嘉实基金旗下1只基金位居成都华微十大流通股东。嘉实上证科创板芯片ETF（588200）二 季度增持273.7万股，持有股数452.79万股，占流通股的比例为2.08%。根据测算，今日浮亏损失约 1073.1万元。 嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模278.06亿。今年以来收益 61.49%，同类排名194/4220；近一年收益179.9%，同类排名5/3814；成立以来收益137.06%。 9月23日，成都华微跌5.02%，截至发稿，报44.86元/股，成交2.59亿元，换手率2.57%，总市值285.69亿 元 ...

天眼查App显示，近日，合肥英唐芯技术有限公司成立，法定代表人为王诗宇，注册资本100万人民 币，经营范围为一般项目：集成电路设计；集成电路芯片及产品销售；集成电路芯片设计及服务；集成 电路销售；集成电路芯片及产品制造；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；货物进出口；技术进出口（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

Group 1 - The core viewpoint of the news is that Naxin Microelectronics has experienced a decline in stock price, with a 2.94% drop on September 19, bringing the share price to 181.50 yuan, and a total market capitalization of 25.869 billion yuan [1] - Naxin Microelectronics has seen a cumulative decline of 7.29% over the past three days, indicating a negative trend in its stock performance [1] - The company specializes in the research and sales of high-performance, high-reliability analog integrated circuits, with its main business revenue composition being 38.45% from signal chain products, 34.09% from power management products, and 27.11% from sensor products [1] Group 2 - From the perspective of fund holdings, Changcheng Fund has a significant position in Naxin Microelectronics, with its fund holding 9,234 shares, representing 1.96% of the fund's net value, making it the sixth-largest holding [2] - The fund has incurred a floating loss of approximately 50,700 yuan today, with a total floating loss of 131,900 yuan during the three-day decline [2] - The fund manager, Lei Jun, has a tenure of 10 years and 274 days, with the fund's total asset scale at 3.443 billion yuan, achieving a best return of 169.76% and a worst return of -89.53% during his management [2]

Company Overview - Weijie Chuangxin (Tianjin) Electronic Technology Co., Ltd. specializes in the research, design, and sales of RF front-end chips, primarily providing RF power amplifier module products, as well as RF switch chips, Wi-Fi RF front-end modules, and receiving end modules [2] - The company's main business revenue composition includes RF power amplifier modules at 79.96%, receiving end modules at 19.75%, and other supplementary products at 0.29% [2] Financial Performance - For the first half of 2025, Weijie Chuangxin achieved operating revenue of 987 million yuan, a year-on-year decrease of 7.93%, and a net profit attributable to shareholders of -9.43 million yuan, a year-on-year decrease of 183.72% [2] - Since its A-share listing, the company has distributed a total of 23.01 million yuan in dividends [3] Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for Weijie Chuangxin increased by 17.92% to 12,400, with an average of 12,951 circulating shares per person, up by 19.78% [2] - On September 18, 2023, the company experienced a financing buy-in of 28.31 million yuan, with a net financing buy of -9.48 million yuan, indicating a high level of financing activity [1] - The total financing and securities lending balance reached 217 million yuan, with the financing balance accounting for 3.69% of the circulating market value, which is above the 90th percentile level over the past year [1]

Core Insights - The company reported a revenue of 355 million yuan for the first half of 2025, representing a year-on-year increase of 26.93%, while the net profit attributable to shareholders decreased by 51.26% to 35.72 million yuan [1] - The increase in revenue was driven by a recovery in demand within the domestic special integrated circuit industry, although profit margins were pressured by declining product prices and rising costs [1][2] Financial Performance - The gross margin for the first half of 2025 was 72.25%, a decrease of 4.69 percentage points year-on-year, while the net profit margin fell to 10.73%, down 16.23 percentage points [2] - Total expenses accounted for 26.41% of revenue, a slight decrease of 0.27 percentage points compared to the same period last year [2] - Financial expenses increased to 2.17 million yuan from a negative 0.77 million yuan in the previous year, primarily due to reduced interest income from raised funds [2] - Management expenses rose by 26.28% to 73.40 million yuan, and sales expenses increased by 10.58% to 18.17 million yuan, attributed to higher sample testing costs [2] Research and Development - The company has significantly increased its R&D investment, spending 100 million yuan in the first half of 2025, a 36.67% increase year-on-year, which constitutes 28.27% of total revenue, up 2.02 percentage points [3] - The company holds 123 invention patents, 238 integrated circuit layout design rights, and 44 software copyrights, indicating a strong technical foundation [3] - The R&D workforce comprises 401 employees, representing 41% of the total staff, with six core technical personnel specializing in high-performance FPGA, high-speed ADC/DAC, and intelligent SoC [3] Strategic Initiatives - The company is set to complete its high-end integrated circuit R&D and industrial base project by February 2027, which will enhance its core advantages in the special integrated circuit sector [4] - The focus areas for chip R&D include high-performance FPGA, high-speed ADC, and adaptive intelligent SoC, with applications in generative AI, automotive intelligence, low-altitude economy, and data centers [4] - The projected revenue for 2025-2027 is estimated at 902 million, 1.168 billion, and 1.467 billion yuan, with net profits of 243 million, 329 million, and 402 million yuan respectively, indicating a strong growth trajectory [4]