截至11月10日，安培龙股东户数1.66万，较上期减少0.65%；人均流通股3461股，较上期增加0.65%。 2025年1月-9月，安培龙实现营业收入8.62亿元，同比增长30.27%；归母净利润7312.85万元，同比增长 17.20%。 分红方面，安培龙A股上市后累计派现5222.87万元。 机构持仓方面，截止2025年9月30日，安培龙十大流通股东中，鹏华碳中和主题混合A（016530）位居 第三大流通股东，持股302.50万股，相比上期减少108.24万股。永赢先进制造智选混合发起A （018124）位居第五大流通股东，持股107.44万股，相比上期减少379.45万股。景顺长城研究精选股票 A（000688）位居第六大流通股东，持股92.21万股，为新进股东。景顺长城稳健回报混合A类 （001194）位居第七大流通股东，持股87.56万股，为新进股东。景顺长城景颐丰利债券A类（003504） 位居第八大流通股东，持股79.19万股，为新进股东。鹏华沪深港新兴成长混合A（003835）位居第十大 流通股东，持股56.36万股，相比上期减少6.66万股。香港中央结算有限公司、宝盈策略增长混合 （213 ...

Core Viewpoint - The regulatory body is scrutinizing the rationale behind the acquisition of control over Springhui Instrument by Springhui Intelligent Control, particularly the consistency of the business logic in light of the company's previous relinquishment of control and subsequent reacquisition [1][2] Group 1: Company Background - Springhui Instrument, originally Shaoxing Automation, was established in 1994 and was previously a subsidiary of Springhui Group [1] - From 2002 to 2007, due to developmental challenges faced by Springhui Group and continuous losses at Springhui Instrument, the group gradually lost control through multiple equity transfers to management personnel [1] Group 2: Acquisition Details - Springhui Intelligent Control became the largest shareholder of Springhui Instrument in 2022 through equity transfer and targeted capital increase, and now plans to acquire the remaining shares for full control [1] - The acquisition is valued at 424 million yuan, reflecting an increase from the 210 million yuan valuation during the 2022 capital increase, attributed to improved profitability, increased non-operating assets, and changes in discount rates [2] Group 3: Strategic Rationale - The company claims the reacquisition is based on strategic synergy, as both companies operate in the instrumentation industry with upstream and downstream relationships [2] - The demand for sensors is expected to grow as the company transitions towards "smart gas" and "smart heating" solutions, enhancing the potential for complementary advantages and sustained profitability [2] Group 4: Financial Performance - Springhui Instrument's revenue for 2023 to 2025 is projected at 105 million yuan, 120 million yuan, and 100 million yuan, with net profits of 33.22 million yuan, 26.33 million yuan, and 25.08 million yuan, indicating stable profitability [2] - The company previously withdrew its IPO application for the Beijing Stock Exchange in 2023, citing strategic development considerations rather than deteriorating financial data [2]

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 ...

Core Viewpoint - Zhejiang Chunhui Intelligent Control Co., Ltd. is progressing with the acquisition of 61.3106% equity in Zhejiang Chunhui Instrument Co., Ltd., confirming the transaction aligns with the Growth Enterprise Market's positioning and demonstrates business synergy [1] Transaction Core Elements and Scheme Adjustment Details - The acquisition involves Chunhui Instrument, which specializes in temperature sensors and micro armored electric heating materials, with applications in fuel cells, aerospace, and nuclear power [2] - The total transaction price is 258 million yuan, with 60.78% paid in shares and 39.22% in cash, at a share price of 10.56 yuan [2] - The profit commitments for the acquired assets are set at no less than 32 million yuan, 35 million yuan, and 38 million yuan for the years 2025-2027 [2] - The scheme adjustment includes reducing one transaction party and increasing the acquisition of shares, with a minimal change in ownership percentage [2] Profitability and Market Position of the Target Assets - Chunhui Instrument has shown revenue growth, with 2023-2025 revenues of 105 million yuan, 119.6 million yuan, and 99.7 million yuan, and R&D investment ratios of 5.68%, 7.69%, and 6.23% respectively [3] - The core product, temperature sensors, has a measurement range of -253℃ to 2200℃, filling a domestic technology gap and earning recognition as an "excellent supplier" in the military sector [3] - The target asset holds over 70% market share in the solid oxide fuel cell temperature measurement sector, with significant growth in the industrial equipment sales from 37.37 million yuan to 59.95 million yuan [3] Synergy Effects and Integration Risk Management - The transaction is expected to create synergies, as Chunhui Intelligent Control's products require temperature and pressure sensors, enhancing the supply chain [4] - The integration plan includes maintaining the target asset's independent operations while implementing oversight through board appointments and financial integration [4] - Historical integration success is noted, with a 97.9% completion rate of performance commitments from a previous acquisition [4] Financial Data and Compliance Review - Chunhui Instrument maintains a gross margin above 45%, with margins of 53.22%, 48.88%, and 45.88% for 2023-2025, benefiting from high-margin military products [5] - Despite a 25.7% decline in military product revenue, overall revenue growth is sustained due to a 26.4% increase in civilian product sales [5] - Compliance checks confirm that military procurement was conducted through competitive negotiations, and there are no issues of commercial bribery [5]

聚焦万亿级电子信息产业创新生态构建，11月13日，"投资盖碗茶"电子信息产业创新生态构建交流会在双流区屏芯智能制造总部基地举行。 ▲活动现场 成都的人才与产业链优势成为焦点。陈眩杰介绍智能采血机器人时，道出选择成都的深层原因：团队核心成员多来自本地高校，成都人才密度高，为企业提 供创新动力。同时，成都完善的生物医药产业链和医疗资源，吸引各类高端医疗器械科技企业落地发展。他坦言，"目前，我们正同华西医院、成都市第三 人民医院开展研发合作，等产品上市后，成都也是我们市场推广的重点城市。" ▲活动现场 现场，电子信息产业领域的创新型中小企业、科研院所、学（协）会及投资机构等代表齐聚，就项目布局、产品推广、场景应用、融资对接等进行深度交流 合作，为成都电子信息产业链"补空白、强弱项、国产自主"积蓄势能。 "我们冲着融资来的。"凯瑞医疗科技有限公司总经理助理陈眩杰开门见山，落座后他便与邻座投资人交流并交换联系方式，而这正是活动力求营造的交流对 接效果。会场内，数十家代表如同老友聚会，话题从宏观政策聊到技术细节，轻松氛围让合作的齿轮加速转动。 据悉，"投资盖碗茶"政企见面会，是全市投资促进系统深入实施"立园满园"行动、常 ...

11月12日，安培龙盘中下跌2.02%，截至10:40，报125.42元/股，成交1.57亿元，换手率2.15%，总市值 123.42亿元。 资金流向方面，主力资金净流出540.16万元，特大单买入1042.01万元，占比6.64%，卖出2029.83万元， 占比12.93%；大单买入2722.30万元，占比17.34%，卖出2274.63万元，占比14.49%。 安培龙今年以来股价涨135.71%，近5个交易日跌7.75%，近20日跌15.31%，近60日涨34.86%。 今年以来安培龙已经4次登上龙虎榜，最近一次登上龙虎榜为9月17日。 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45.39%，氧传感器及其他1.82%。 安培龙所属申万行业为：机械设备-通用设备-仪器仪表。所属概念板块包括：人形机器人、 ...

Investment Rating - The report assigns an "Accumulate-A" rating to the company for the first time [1][9]. Core Views - The company has shown stable performance with revenue and profit growth, driven by structural growth in its main business [4][9]. - The company is actively expanding into the humanoid robotics sector, establishing a comprehensive product matrix that includes various types of sensors [5][9]. - The company is increasing its R&D investment, focusing on core sensor technologies and IoT applications, which supports its long-term growth [6][9]. Financial Performance - In the first three quarters of 2025, the company achieved revenue of 1.702 billion yuan, a year-on-year increase of 8.44%, and a net profit attributable to shareholders of 84.843 million yuan, up 6.33% [2][4]. - The third quarter of 2025 saw revenue of 525 million yuan, a 15.20% increase year-on-year, while net profit attributable to shareholders was 25.7697 million yuan, a slight decline of 8.57% [4]. - The gross margin for the first three quarters was 31.08%, an increase of 1.33 percentage points year-on-year, and the net margin was 4.99%, up 0.78 percentage points [4]. Market Position and Strategy - The company is a leader in the domestic sensor and IoT industry, with ongoing deepening of its layout in high-growth areas such as humanoid robotics, automotive electronics, and smart home applications [9]. - The strategic divestment of non-core assets is expected to further focus on its main business [9]. - The company plans to transfer 65% of its stake in Hanwei Zhiyuan for 440 million yuan, which is anticipated to significantly boost net profit for 2025 [9]. Future Projections - Revenue projections for 2025, 2026, and 2027 are 2.415 billion yuan, 2.586 billion yuan, and 2.928 billion yuan, respectively [11]. - Expected net profits for the same years are 515 million yuan, 189 million yuan, and 227 million yuan, with corresponding EPS of 1.57 yuan, 0.58 yuan, and 0.69 yuan [11].

Group 1: Company Overview - The company has a traditional business model with a single vehicle value range of 500 to 800 RMB for fluid pipelines [2] - The highest value product per vehicle is the pipeline assembly [3] - The company has a three-year strategic plan focusing on core business areas [2] Group 2: Product Offerings - In the thermal management sector, the company provides water-side assemblies and key components such as water tanks, flow plates, and multi-way valves [3] - The company manufactures quick-connect fittings using self-made molds and precision injection molding, with significant sales growth in recent years [3] - The company offers pipeline and connector products for energy storage, primarily using nylon pipes and injection-molded products [3] Group 3: Sensor Procurement and Future Plans - The company primarily procures pressure sensors due to the increasing demand for integrated delivery from vehicle manufacturers [3] - There is a strong interest in investing in sensor companies, particularly those with key sensing materials and core design capabilities [3] - The estimated value of all types of sensors per vehicle exceeds 1,000 RMB [3] Group 4: Business Performance and Profitability - The energy storage business has made breakthroughs but currently represents a low percentage of overall revenue, requiring further customer technical validation for growth [3] - The profit margin for nylon pipe production is relatively high due to high automation levels and competitive advantages [4]

Core Viewpoint - The stock of Anpeilong has experienced significant fluctuations, with a year-to-date increase of 138.68% but a recent decline in the last five and twenty trading days, indicating potential volatility in investor sentiment and market performance [2]. Company Overview - Anpeilong Technology Co., Ltd. is located in Shenzhen, Guangdong, and specializes in the research, production, and sales of temperature sensors, pressure sensors, and oxygen sensors. The company was established on November 15, 2004, and went public on December 18, 2023 [2]. - The main revenue sources for Anpeilong are pressure sensors (52.79%), temperature sensors (45.39%), and oxygen sensors (1.82%) [2]. Financial Performance - For the period from January to September 2025, Anpeilong reported a revenue of 862 million yuan, representing a year-on-year growth of 30.27%. The net profit attributable to shareholders was 73.13 million yuan, reflecting a growth of 17.20% [2]. - Since its A-share listing, Anpeilong has distributed a total of 52.23 million yuan in dividends [3]. Stock Performance and Trading Activity - As of November 11, Anpeilong's stock price was 127.00 yuan per share, with a trading volume of 1.67 billion yuan and a turnover rate of 2.27%. The total market capitalization stood at 12.497 billion yuan [1]. - The stock has seen a net outflow of 18.96 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Structure - As of September 30, 2025, Anpeilong had 16,700 shareholders, an increase of 3.00% from the previous period. The average number of circulating shares per shareholder was 3,439, a decrease of 2.91% [2]. - Notable changes in institutional holdings include a reduction in shares held by major shareholders such as Penghua Carbon Neutral Theme Mixed A and Yongying Advanced Manufacturing Intelligent Selection Mixed Fund [3].

Group 1 - The core point of the news is the decline in the stock price of Shenzhen Anpeilong Technology Co., Ltd., which fell by 5.01% to 128.71 CNY per share, with a trading volume of 376 million CNY and a turnover rate of 4.95%, resulting in a total market capitalization of 12.665 billion CNY [1] - Anpeilong was established on November 15, 2004, and went public on December 18, 2023. The company specializes in the research, production, and sales of thermal resistors, temperature sensors, oxygen sensors, and pressure sensors [1] - The revenue composition of Anpeilong's main business includes pressure sensors at 52.79%, thermal resistors and temperature sensors at 45.39%, and oxygen sensors and others at 1.82% [1] Group 2 - From the perspective of major fund holdings, one fund under Debang Fund holds a significant position in Anpeilong. The Debang High-end Equipment Mixed Initiation A Fund (023566) held 450,600 shares in the third quarter, accounting for 6.1% of the fund's net value, making it the fifth-largest holding [2] - The estimated floating loss for the Debang High-end Equipment Mixed Initiation A Fund today is approximately 3.0596 million CNY [2] - The fund manager of Debang High-end Equipment Mixed Initiation A is Lu Yang, who has been in the position for 2 years and 18 days, with the fund's total asset size at 10.935 billion CNY. The best fund return during his tenure is 256.86%, while the worst return is 8.02% [3]