Group 1 - The core viewpoint of the news is that Minxin Microelectronics Co., Ltd. has seen a stock price increase of 5.07% to 107.19 CNY per share, with a total market capitalization of 6.005 billion CNY as of September 29 [1] - The company specializes in the research and sales of MEMS sensor products, with its main revenue sources being MEMS pressure sensors (43.83%), MEMS acoustic sensors (37.09%), packaging technology solutions (12.43%), MEMS inertial sensors (6.50%), and others (0.15%) [1] Group 2 - From the perspective of fund holdings, the Jiao Yin Schroder Fund has a significant position in Minxin shares, with the Jiao Yin Multi-Strategy Return Flexible Allocation Mixed A Fund holding 72,800 shares, accounting for 1.26% of the fund's net value, ranking as the fifth-largest holding [2] - The Jiao Yin Multi-Strategy Return Flexible Allocation Mixed A Fund has a total scale of 269 million CNY and has achieved a year-to-date return of 9.93%, ranking 5815 out of 8244 in its category [2] Group 3 - The fund managers of Jiao Yin Multi-Strategy Return Flexible Allocation Mixed A Fund include Wang Yiwei, Jiang Chengcao, and Xu Senzhou, with Wang having a tenure of 5 years and 308 days, achieving a best return of 28.9% during his tenure [3] - Jiang Chengcao has a tenure of 1 year and 264 days, with a best return of 123.26%, while Xu Senzhou has been in position for 264 days, achieving a best return of 10.3% [3]

弘毅远方甄选混合A（015400）基金经理为马佳、王哲宇。 截至发稿，马佳累计任职时间3年25天，现任基金资产总规模3.36亿元，任职期间最佳基金回报39.3%， 任职期间最差基金回报3.49%。 王哲宇累计任职时间1年62天，现任基金资产总规模8807.42万元，任职期间最佳基金回报83%， 任职期 间最差基金回报11.08%。 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 9月29日，安培龙涨5.53%，截至发稿，报170.96元/股，成交3.86亿元，换手率4.04%，总市值168.23亿 元。 资料显示，深圳安培龙科技股份有限公司位于广东省深圳市坪山区坑梓街道金沙社区聚园路1号安培龙 智能传感器产业园1A栋201、1A栋、1B栋、2栋，成立日期2004年11月15日，上市日期2023年12月18 日，公司主营业务涉及热敏电阻及温度传感器、氧传感器、压力传感器研发、生产和销售。主营业务收 入构成为：压力传感器52.79%，热敏电阻及温度传感器4 ...

"机器人要变成一个'人'，人的'五感'它就都应该有，这需要一个底层技术感知，也就是要用到大量的传 感器。"近日，汉威科技董事长任红军在接受上海证券报记者专访时表示，机器人将给传感器产业带来 巨大的发展机遇，这是一个规模比工业市场还要大的市场。 任红军表示，传感器是一个被全社会公认为的、在未来一二十年有很大发展潜力的行业，未来传感器不 仅会大量应用在工业、家庭、养老、监控等各行各业，也会在机器人领域广泛使用。为此，汉威科技始 终坚持布局传感器产品矩阵。 AI+具身智能的新机遇 当记者走到汉威科技的展台时，迎面看到的屏幕上就是机器人和传感器的图像。 "一个真正智能的机器人，它的核心基础之一是传感器，没有感知的机器人，不会是一个真正智能的机 器人。"谈及机器人与传感器的关系，任红军脱口而出，机器人要实现同人类一样的五感（视觉、嗅 觉、味觉、听觉、触觉），传感器就是机器人的"电子五官"。 在任红军看来，传感器作为"感知世界的触角"，是AI与具身智能发展的核心基础设施。"如果把AI比作 智能体的'大脑'，具身智能看作其'躯干'，那么传感器就是遍布全身的'神经末梢'。没有高精度、多维度 的传感数据输入，再先进的算法也无法 ...

从早期满足基础工业需求的简易元件，到如今支撑人工智能、万物互联、智能汽车等新兴领域的智能感 知系统，传感器产业已成为衡量一个国家科技实力与工业水平的关键指标，并展现出广阔的产业发展前 景。 9月24日至26日，来自上市公司、科研院所、行业组织等各方的代表齐聚SENSOR CHINA 2025，从产业 机遇、技术创新、市场需求等角度探讨传感器产业快速发展背后的动能与潜力，并为当前产业面临的瓶 颈与挑战，建言献策。 SENSOR CHINA升级成"产业引擎" "欢迎来到传感世界。"走进SENSOR CHINA展二楼展馆，迎面就是一个巨大的橙蓝相间的阿拉伯数 字"10"，在"0"上面除了这句slogan（口号）和"十周年"小角标外，外圈还有用2016年至2025年的年份构 成的"钟表刻度"。 SENSOR CHINA的全称为"中国（上海）国际传感器技术与应用展览会"，于2016年9月在上海普陀举办 首届，其历程恰好是中国传感器产业大发展的缩影。 "SENSOR CHINA展办了10年，我们也参加了10年。"在接受上海证券报记者采访时，汉威科技董事长 任红军表示。昆山灵科传感技术有限公司（敏芯股份全资子公司）总经理肖 ...

产业动态： 南京：携手跨国医企共建先进医疗技术创新中心 杭州：开放百个AI应用场景培育千亿集群 《浪尖周报》第43期，将于9月29日发布，结合各城市产业发展重点，精选出以下内容： 为促进长三角产业协作与科创协同，智通财经旗下智库澎湃研究所推出"浪尖计划"。作为"浪尖计划"的 子项目之一，《浪尖周报：长三角产业动态》聚焦长三角九大万亿GDP城市最新产业动态，精选142条9 城主要报刊一周（2025年9月22日-2025年9月28日）的重要新闻与领导活动资讯，呈现产业政策动向与 发展趋势。 产业头条： 上海：百亿耐心资本撬动未来启点社区前沿创新 合肥：庐阳区310亿元基金撬动传感器产业集聚 苏州：引进731家德企，实际使用德资超36亿美元 宁波：舟山港开通全球首条中欧北极集装箱快航航线 无锡：高新区生物医药产业规模突破1100亿元 南通：2027 年具身智能产业规模超1000亿元 如您希望订阅《浪尖周报》，请填写【问卷】或扫描海报二维码完成订阅。订阅成功后，每周将通过邮 件为您推送最新产业动态。 常州：西太湖人工智能国际社区再添关键底座 ...

（文章来源：每日经济新闻） 汉威科技（300007.SZ）9月28日在投资者互动平台表示，公司基于MEMS及电化学两种原理的传感器产 品可以对固态电池释放的目标气体进行检测，目前已获取国内头部主机厂项目定点，并向国内头部电池 企业和主机厂客户提交小批量订单进行测试。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司传感器相关产品可用于固态电池检测吗？ ...

汉威科技（300007.SZ）9月28日在投资者互动平台表示，公司传感器产品在机器人应用领域订单及客户 数量较年初均有所增长，营收占比同步提升。但由于上述行业的产业规模尚处于早期阶段，目前占整体 营收比重仍然较低，暂不会对公司经营业绩产生重大影响。 每经AI快讯，有投资者在投资者互动平台提问：关注到公司传感器业务在机器人领域的应用备受市场 关注。请问目前公司与机器人整机厂的合作，相比年初公告的送样、小批量供货阶段，是否有新的积极 进展？相关业务贡献的营收占比是否有提升趋势？ （记者 胡玲） ...

Group 1 - Advances in cutting-edge technologies and therapies are creating unprecedented opportunities for healthy aging [1] - The integration of AI technology in monitoring patient conditions and preventive diagnostics is crucial for managing chronic diseases in the aging population [2] - The development of 3D human-derived neural tissue models for drug research in neurodegenerative diseases shows promise for more effective treatment paradigms [3] Group 2 - Dietary interventions are essential for preventing health issues such as muscle loss, immune decline, and cognitive impairment in the elderly [3] - There is a need for a unified global dietary standard to address the challenges of providing food for approximately 2 billion people amid decreasing agricultural land [4] - Innovative approaches such as plant-based meat, precision fermentation, and cellular engineering are necessary to meet new dietary demands while ensuring biodiversity [4]

Group 1 - The core viewpoint is that Hanwei Technology (300007) has seen an increase in orders and customer numbers for its sensor products in the robotics application sector compared to the beginning of the year [1] - The revenue proportion from this sector has also increased, although it still represents a low percentage of the overall revenue [1] - The company indicates that the industry is still in its early stages, and thus, it will not have a significant impact on the company's operating performance at this time [1]

Core Viewpoint - Hanwei Technology holds the leading market share in domestic gas sensors, with flexible sensors opening up growth opportunities [1] Group 1: Market Position and Product Focus - The company focuses on its core business, with high-margin sensors and smart instruments continuously increasing their revenue share [1] - Hanwei Technology consolidates its existing advantages in gas sensors while actively advancing its layout in optoelectronic and flexible sensors, being one of the earliest companies in China to engage in flexible sensor R&D [1] - The company has a globally leading capability in the industrialization of flexible sensors [1] Group 2: Performance and Growth Potential - The main business is experiencing a performance inflection point, with improved profitability [1] - The humanoid robot segment is entering an expansion phase, with electronic skin being a key component for achieving "embodied intelligence" [1] - The company has established a multi-dimensional product matrix covering "touch - balance - force control - smell" in the field of embodied intelligence [1] Group 3: Investment Rating - The report initiates coverage with an "Accumulate" rating [1]