近日，长春长光辰芯微电子股份有限公司（下称"长光辰芯"）披露了招股说明书，冲击港交所上市。 南都记者注意到，创办之初，长光辰芯的控股股东为中科院长春光机所（下称"长光所"）旗下奥普光电 （002338.SZ），后王欣洋通过增资成为新的实际控制人。 发展过程中，长光所在人员、技术、业务等方面均与长光辰芯关联颇深。此前，长光辰芯试图谋求科创 板上市，未竟全功。 撤A赴港，突击分红1850万元 2023年6月30日，长光辰芯便递交了A股招股说明书，尝试登陆科创板。 彼时，公司业绩亮眼，2020年、2021年、2022年分别实现营业收入1.98亿元、4.1亿元、6.04亿元；扣非 净利润分别为0.43亿元、1.69亿元、2.7亿元。 另据佛若斯特沙利文数据，2024年，工业成像领域，以收入计，长光辰芯在全球CIS公司中排名第三， 在中国CIS公司中排名第一，占全球市场份额的15.2%；而在科学成像领域，公司同样位列全球第三、 中国第一，占全球市场份额16.3%。 不过，公司科创板IPO进展并不顺利，2024年2月、6月经历两轮问询后，未有下文。 如此背景下，今年6月，公司递交了港股招股书。且同样是在6月，长光辰芯宣布 ...

Core Viewpoint - The establishment of Ningbo Oriental Institute of Technology, funded by Yu Renrong, marks a significant investment in higher education in China, with a total investment exceeding 30 billion yuan aimed at creating a new model of research-oriented university focused on internationalization and specialized education [1][4][9]. Group 1: University Establishment - Ningbo Oriental Institute of Technology has recently received approval from the Ministry of Education to establish the university, which is positioned as a private institution in Zhejiang Province [2][6]. - The university aims to develop a specialized academic system focusing on four main disciplines: science, engineering, information technology, and business, while also incorporating humanities and social sciences [8][9]. Group 2: Financial Investment - The Ningbo municipal government has allocated 16 billion yuan for the campus site, with a total planned area of approximately 2,300 acres (about 1.5 million square meters) [9]. - Yu Renrong's education foundation will invest 10 billion yuan in infrastructure and over 20 billion yuan in operational funding, bringing the total investment to over 30 billion yuan [9]. Group 3: Academic Development - The university plans to enroll its first batch of undergraduate students this year, offering programs in foundational sciences, intelligent manufacturing engineering, electronic science and technology, and computer science [9][10]. - The institution has already established a high-level faculty team, attracting 16 academicians and 52 national-level talents, and has partnered with renowned universities for graduate training [11]. Group 4: Research Focus - The university emphasizes its mission to serve national development and social progress, focusing on foundational research and cutting-edge interdisciplinary fields such as artificial intelligence, integrated circuits, and new energy [10][11].

公众号记得加星标⭐️，第一时间看推送不会错过。 中国高端市场竞争加剧也产生了影响 索尼半导体CFO高野康弘解释称，2024年公司市场份额持平主要有两个原因，一是主要客户的销售 额没有达到预期，二是中国高端领域与对手的竞争加剧，"所以我们在这个领域有点挣扎"。 6月13日，索尼半导体也公布了其业务战略。该公司列举了灵敏度/噪声、动态范围、分辨率、读出速 度和功耗五个功能轴，并表示将全面推进各项业务的发展。高野解释说，为了扩大市场份额，"我们 的优势在于打造在这些功能轴之间取得良好平衡的产品，但我们将进一步完善这项技术。此外，我们 将尽快将每种技术的新产品推向市场。" 他继续说道，"遗憾的是，我们预计市场份额目标将暂时推 迟，但我们赢得市场的目标保持不变。我们将继续以60%的目标运营业务。" 2024年智能手机CIS出货量索尼位居第一，中国企业分列二三位 图像传感器价值份额表现及预测 资料来源：索尼集团 据市场研究公司Counterpoint Research预测，2024年全球智能手机CMOS图像传感器（CIS）出货量 预计将同比增长2%，达到44亿颗，索尼将保持第一的位置，中国企业格科微位居第二，豪威科技位 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容综合自网络。 索尼集团透露，由于2024年主要客户销售额低于预期，以及中国市场高端领域竞争加剧，导致市场份 额与上一年持平，预计2025年实现60%市场份额的目标将推迟。 2024年收入增长，但市场份额保持不变 索尼集团影像与传感解决方案部门（I&SS）预测2024财年的销售额将达到1.799万亿日元，同比增长 12%，营业利润将达到2611亿日元，同比增长35%，均创历史新高。销售额的增长得益于有利的汇 率、产品结构的改善以及移动设备传感器销量的增长。 索尼半导体解决方案公司（以下简称"索尼半导体"）总裁指田真司在2025年6月13日发布的视频中解 释道："图像传感器业务一直以2025年实现60%的市场份额为目标，但2024年我们未能实现超过市场 的销售额增长，市场份额保持平稳。" 具体来说，2024年的实际业绩将与上一年持平，为53%。预计 2025年将达到56%。 中国高端市场竞争加剧也产生了影响 图像传感器价值份额表现及预测 资料来源：索尼集团 索尼半导体CFO高野康弘解释称，2024年公司市场份额持平主要有两个原因，一是主要客户的销售 额没有 ...

Core Insights - The global smartphone CMOS image sensor (CIS) shipment is expected to grow by 2% year-on-year in 2024, reaching 4.4 billion units [1][4] - Sony remains the market leader, followed by GalaxyCore and OmniVision [1][4] Group 1: Market Predictions - The average number of cameras per smartphone is projected to decrease from 3.8 in 2023 to 3.7 in 2024 [4] - The increase in CIS shipments is driven by a recovery in end-market demand [4] - The average selling price (ASP) of CIS is expected to rise due to advancements in technologies like LOFIC and multispectral imaging [6] Group 2: Company Performances - Sony's shipment volume has slightly increased due to improved production yields and higher demand for premium smartphones [4] - GalaxyCore's shipment volume has surged by 34% year-on-year, attributed to its cost efficiency and transition to a light wafer fab model [4][5] - OmniVision anticipates a 14% year-on-year growth in shipments, supported by the success of its 50MP image sensor [5] Group 3: Market Dynamics - SK Hynix plans to exit the CIS business by March 2025, potentially creating new growth opportunities for Chinese suppliers like GalaxyCore and OmniVision [5] - Geopolitical tensions and macroeconomic uncertainties are expected to pose challenges to the global smartphone market, leading to a slight decline in CIS shipments in 2025 [6]

（上接918版） 单位：万元 币种：人民币 ■ 上述被担保人为公司的全资子公司，土地用于抵押借款，不存在重大诉讼或仲裁事项等情形，具有良好 的信用等级、资产质量和资信状况。 （三）浙江美地车载医疗技术有限公司基本情况 1、公司名称：浙江美地车载医疗技术有限公司 2、成立时间：2023年7月13日 3、统一社会信用代码：91330481MACNMR8P9H 4、住所：浙江省嘉兴市海宁市长安镇新潮路15号1号厂房2楼 5、法定代表人：朱双信 6、注册资本：1000万元人民币 7、公司类型：有限责任公司（非自然人投资或控股的法人独资） 8、经营范围：一般项目：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；汽车零部件及配件制造；第一类医疗器械生产；技术进出口（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）。许可项目：第二类医疗器械生产；第三类医疗器械生产（依法须经批准 的项目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为准）。 9、与公司关系：为控股子公司浙江美迪凯光学半导体有限公司的全资子公司，浙江美迪凯光学半导体 有限公司持有其100%的股权。 10、经营情况 ...

[Table_IndNameRptType] 电子 行业周报 电子行业周报：影石创新新品热销引发市场关 注，历经十载反超 GoPro 问鼎全球 [Table_IndRank] 行业评级：增持 报告日期：2025-04-28 [Table_Chart] 行业指数与沪深 300 走势比较 -20% -10% 0% 10% 20% 30% 40% 50% 60% 70% 4/24 7/24 10/24 1/25 电子(申万) 沪深300 [Table_Author] 分析师：陈耀波 执业证书号：S0010523060001 邮箱：chenyaobo@hazq.com [Table_Author] 分析师：李美贤 执业证书号：S0010524020002 邮箱：limeixian@hazq.com [Table_Author] 分析师：刘志来 执业证书号：S0010523120005 邮箱：liuzhilai@hazq.com [Table_Author] 分析师：李元晨 执业证书号：S0010524070001 邮箱：liyc@hazq.com 主要观点： ⚫[Table_Summary] 本周行情回顾 从指数表现 ...

Core Insights - The company reported significant growth in revenue and net profit for 2024 and Q1 2025, with a revenue of 5.968 billion yuan in 2024, up 108.87% year-on-year, and a net profit of 393 million yuan, up 2662.76% year-on-year [1] - In Q1 2025, the company achieved a revenue of 1.750 billion yuan, an increase of 108.94% year-on-year, and a net profit of 191 million yuan, up 1264.97% year-on-year [1] - The company has strengthened its position in the domestic CIS market through technological innovation and market expansion [1] Business Segments - In the smartphone sector, the company generated 3.291 billion yuan in revenue, accounting for approximately 55.15% of total revenue, with a year-on-year growth of 269.05% [2] - The company’s products for high-end flagship smartphones now account for over 50% of its smartphone business revenue, driving significant growth [2] - In the smart security sector, the company achieved revenue of 2.150 billion yuan, representing about 36.03% of total revenue, with a year-on-year increase of 28.64% [2] - In the automotive electronics sector, the company reported revenue of 527 million yuan, making up about 8.83% of total revenue, with a year-on-year growth of 79.09% [3] Research and Development - The company invested 447 million yuan in R&D in 2024, a 56.35% increase year-on-year, and holds a total of 464 authorized patents [4] - The company has received numerous awards for its R&D capabilities across various fields, maintaining a leading position in the global security CIS market [4] Future Outlook - The company plans to continue increasing R&D investment, optimizing its product matrix, and enhancing product performance and user experience [5] - The focus will remain on maintaining strong partnerships with core customers and expanding into emerging application areas [5]