2025 Sensor Top 50 榜单报告 研 〖亿欧智库 智能传感器发展定义与分类 l 究 1.1智能传感器定义与战略意义 1.2智能传感器主要发展类型 1.3智能传感器市场规模与增长态势 报 告 (亿欧智库 序言 在数字经济与智能技术蓬勃发展的浪潮下，智能传感器作为连接物理世界与数字世界的核心枢纽，正深 度融入千行百业，成为驱动各领域创新变革的关键力量。从具身智能的多模态传感融合，到低空经济的高精 度感知，从自动驾驶的爆发式需求，到工业互联网的智能化升级，从可穿戴设备的健康监测革命，到元宇宙 的沉浸式体验构建,再到智能家居与建筑的智慧化转型等,智能传感器在众多新兴应用场景中展现出强劲的 市场活力与广阔的发展前景。 正是在这样的产业背景与发展趋势下，我们聚焦智能传感器的新兴应用场景与市场机遇，为加快遴选、 培育一批研发能力强、发展潜力大的智能传感器企业，智能传感器50人论坛联合亿欧智库推出"2025 Sensor Top 50榜单"。此榜单不仅是对当前智能传感器行业的一次全面梳理和深入洞察，更是对行业内综 合实力强、创新能力领先、发展潜力大的企业的一次集中展示和认可。通过这一榜单的发布，我们旨在激发 市 ...

今年以来，光明区选派588名干部挂点服务3927家企业，累计走访服务8786家次，收集解决诉求1452 条。为进一步提供更加便捷、更加专业、更加优质的企业服务，光明区正加快构建"1+6+N"企业服务队 伍体系，还将推出"1+1+6"企业诉求闭环解决机制。 光明区标杆企业五大榜单重磅发布 11月4日，益企同心·光明向前——光明区第七届"深圳企业家日"主题活动在光明区公共服务平台举行。 活动独具一格地组织开展"秋明茶话"分组圆桌交流、企业家大会，政企携手围桌畅所欲言，企业家代表 上台分享行业洞察，活动还发布了五大标杆企业榜单。 秋明茶话，话出亲清政商关系 "秋明茶话"分组圆桌交流环节，刚一落座，与会企业家和政府部门代表就迫不及待地交流起来，大家踊 跃发言，真诚沟通，现场气氛轻松而热烈。他们一面为光明科学城发展出谋划策，一面为企业发展壮大 寻觅新机遇。 "2011年，我们来到光明之后，一直在专心做企业、做产品。目前人工真皮产品已做到国内市场占有率 70%以上，还有一款新品即将上市，我们对未来发展很有信心。""我们这里还有1万多平方米的专业化 产业空间，欢迎在场企业家朋友来寻求合作。" "光明对于早期留学生创业给予的 ...

据了解，目前，光明区智能传感器企业数量达160余家，产业集群规模今年预计突破180亿元。百亿级产业集群崛起背后，光明有何"招数"？ 覆盖"产学研用"，汇聚行业专家 作为各类智能产品的核心零部件，智能传感器被视作决定未来信息技术产业发展能级的关键核心和先导基础。全国多地争相竞逐智能传感器这一新质生产力 赛道，在深圳市光明区，智能传感器已成长为百亿级产业集群，成为光明"3+3+1"产业集群的重要组成部分。 由中国传感器与物联网产业联盟主办的第四届传感器与应用技术大会，承袭前三届优势，汇集了原材料、元器件、设计、制造、封测及前沿应用全链条，覆 盖"产学研用"，并以全球化的开放视角，呈现德国相关产业研究院、中美跨国企业、香港高校前沿的创新技术与发展理念，为光明百亿级产业集群发展注入 新的活力。 在圆桌对话环节，在国家智能传感器创新中心副总裁朱佳骐的主持下，来自京东、美泰电子、多维科技、航空工业凯天、TDKInvenSense等企业的代表，围 绕"传感器产业链整合加速智能化产业发展"展开深度研讨。嘉宾们认为，光明区凭借完善的产业配套、开放的合作平台与高效的政策支持，成为产业发展的 重要枢纽，未来在这片发展热土上，产业界 ...

Core Insights - The event "Shenzhen Entrepreneurs' Day" in Guangming District emphasized the importance of fostering a new type of government-business relationship through open dialogue and collaboration [1][2] - Guangming District is committed to optimizing the business environment and enhancing services for enterprises, showcasing significant achievements in economic growth and industrial development [4][8] Government-Business Relationship - The "Autumn Ming Tea Talk" facilitated a relaxed atmosphere for entrepreneurs and government representatives to engage in sincere communication, promoting a "亲""清" (friendly and clean) relationship [2] - This initiative is seen as a hallmark of Guangming District's approach to soliciting feedback and advice from the business community [2] Economic Development - Guangming District has experienced an average GDP growth of 10% since the 14th Five-Year Plan, surpassing 170 billion yuan, with significant contributions from strategic emerging industries [8] - The district is home to 35 listed companies, over 1,000 specialized and innovative enterprises, and more than 100,000 businesses, forming a robust foundation for high-quality development [8] Entrepreneurial Spirit - Entrepreneurs in Guangming are characterized by a spirit of resilience, innovation, and a willingness to explore new fields, which was highlighted during the conference [9][10] - The event showcased the achievements and aspirations of local entrepreneurs, reinforcing their role as key drivers of regional development [12] Recognition of Benchmark Enterprises - The conference unveiled five major lists of benchmark enterprises, including 24 new specialized "little giant" companies and 31 unicorn enterprises, reflecting the district's commitment to innovation and excellence [12] - These recognitions serve to highlight the innovative capabilities and competitive strengths of Guangming's business landscape [12] Future Opportunities - Guangming Science City is positioned to become a hub for emerging industries and innovation, inviting entrepreneurs to collaborate on national technological advancements [13][15] - The district's scientific infrastructure and talent pool are expected to foster significant breakthroughs and industrial transformations in the coming years [15] Conclusion - The "Shenzhen Entrepreneurs' Day" event successfully created a platform for collaboration between government and businesses, aiming to enhance Guangming's status as a leading center for industrial and technological innovation [17]

Core Insights - The second Manufacturing Intelligent Solutions Innovation Competition's smart sensor innovation track semi-finals took place in Wuxi during the "2025 Intelligent Sensor (Wuxi) Innovation Development Conference" [1] - Smart sensors are recognized as the "nerve endings" of the Internet of Things and a core foundation for the deep integration of the digital economy and the real economy [2] Group 1 - The event featured a prominent opening ceremony with key representatives from the Mechanical Industry Instrumentation Comprehensive Technology Economic Research Institute and various government officials [2] - A keynote report titled "Analysis and Trends of Sensor and Instrument Innovation Development" was presented by Wang Linkun, the Executive Deputy Director of the hosting organization [2] Group 2 - The semi-finals showcased 50 top teams from major research institutions, tech companies, and universities competing in areas such as micro-nano sensing technology and intelligent sensor network technology [3] - After rigorous evaluation by experts, 20 projects advanced to the finals based on their technological breakthroughs and clear market prospects [3] Group 3 - A concluding seminar was held, featuring discussions among industry experts, local government leaders, and representatives from the qualifying teams [4] - The event included the presentation of certificates to the teams advancing to the finals, along with insightful reports from invited experts [4] - The national finals and awards ceremony are scheduled to take place in Chongqing later this year, alongside a series of related events [4]

Core Insights - Shenzhen has released a list of high-demand positions in nine key industries, signaling a strong talent demand in sectors such as ultra-high-definition video, intelligent sensors, robotics, high-performance materials, and healthcare [1][2] - This is the third batch of high-demand positions released since the initial list in July 2024, with a total of 19 key industries now identified [1] Group 1: Characteristics of the Talent Demand List - The list uniquely combines "high-end" and "scarcity" in talent needs, focusing on market and industry demands, which sets Shenzhen apart from other regions that primarily emphasize scarcity [2] - It integrates both quantitative and qualitative assessments through data analysis and algorithmic modeling to compile the high-demand positions [2] - The evaluation method includes "job profiling," which uses salary and experience as key indicators, ensuring that market compensation is a rigid standard while allowing for dynamic adjustments based on market needs [2] Group 2: Incentives for Talent Acquisition - Human resource service agencies can receive a one-time reward of up to 100,000 yuan for each high-end talent they introduce from the list, with a maximum annual reward of 300,000 yuan per agency [3] - The fourth batch of high-demand positions is currently being researched, targeting industries such as digital creativity and high-end equipment, with plans to release it in the fourth quarter [3]

Core Insights - Shenzhen has released a list of high-demand positions in nine key industries to attract talent, including ultra-high-definition display, intelligent sensors, robotics, high-performance materials, cutting-edge new materials, high-end medical devices, health care, and cell and gene technology [1] Industry and Company Summary - The recent announcement marks the third batch of high-demand positions since the initial release of the "20+8" key industry list in July 2024, indicating a continued focus on talent acquisition in critical sectors [1] - To date, Shenzhen has published a total of 19 high-demand position lists across key industries such as semiconductors and integrated circuits, biomedicine, and artificial intelligence, reflecting the city's strategic emphasis on these sectors [1]

Core Viewpoint - SUTENG JUCHUANG (02498) has seen a stock price increase of over 4%, currently trading at 36.7 HKD with a transaction volume of 1.52 billion HKD, driven by the upcoming launch of its new product AC2 at the IROS 2025 conference [1] Group 1: Product Launch and Features - The International Conference on Intelligent Robots and Systems (IROS 2025) will take place from October 19 to 25, 2025, at the Hangzhou International Expo Center, where SUTENG JUCHUANG will officially launch its latest product, the Active Camera series AC2 [1] - The AC2 series features a significantly reduced size compared to the AC1 series, with dimensions comparable to widely used stereo vision sensors, offering millimeter-level distance measurement accuracy and robust RGBD data [1] - The AC2 product has upgraded SPAD chips and integrates AI-ready algorithm software stacks, creating a closed-loop system of "chip solution-ecosystem-product" to provide suitable products for various customer scenarios [1] Group 2: Market Applications and Growth Potential - The AC series products are applicable in multiple fields, including automotive, robotics, and consumer electronics, indicating a broad market potential [1] - The second growth curve for incremental components in robotics is expected to see significant expansion, driven by the capabilities of the AC series [1]

Core Viewpoint - SUTENG JUCHUANG (02498) has seen a stock price increase of over 4%, currently trading at 36.7 HKD with a transaction volume of 1.52 billion HKD, driven by the upcoming launch of its new product AC2 at the IROS 2025 conference [1] Group 1: Product Launch - The International Conference on Intelligent Robots and Systems (IROS 2025) will take place from October 19 to 25, 2025, at the Hangzhou International Expo Center, where SUTENG JUCHUANG will officially launch its latest Active Camera series product, AC2 [1] - The AC2 series features a significantly reduced size compared to the AC1 series, with dimensions comparable to widely used stereo vision sensors, offering millimeter-level ranging accuracy and robust RGBD data [1] Group 2: Technological Advancements - The AC2 product includes upgrades in SPAD chip technology and integrates an AI-ready algorithm software stack, creating a closed-loop system of "chip solution-ecosystem-product" [1] - This new product aims to provide suitable solutions for various applications, including automotive, robotics, and consumer electronics, indicating a potential second growth curve for incremental components in the robotics sector [1]

Core Viewpoint - SUTENG JUCHUANG (2498.HK) experienced a 4.37% increase in share price, closing at HKD 35.32, with a total trading volume of HKD 190 million and a market capitalization of HKD 16.7 billion [1] Group 1: Company Actions - The company announced a share buyback plan, intending to repurchase 290,000 shares at a cost of HKD 9.9175 million, with prices ranging from HKD 33.84 to HKD 34.5 per share [1] Group 2: Upcoming Events - The International Conference on Intelligent Robots and Systems (IROS 2025) will take place from October 19 to 25, 2025, at the Hangzhou International Expo Center, where the company will launch its latest product, the AC2 from the ActiveCamera series [1] Group 3: Product and Market Potential - According to Founder Securities, the AC2 product integrates lidar, dual-structure light, and IMU, defining the "operational eye" of robots with a wide field of view and millimeter-level precision. The AC series is applicable across various sectors, including automotive, robotics, and consumer electronics, indicating a potential growth curve for incremental robot components [1]