作为立足中原、辐射全国、影响世界的行业顶级盛会，本届大会秉持"强产业、促协同、谋创新"核 心理念，为传感器产业高质量发展注入强劲动能。以下五大亮点提前解锁，邀您共赴这场行业盛典。 当智能传感成为万物互联的"神经末梢"，当中原沃土化身产业创新的"动力引擎"——备受全球传感 器领域瞩目的2025传感器大会，将于11月29日至12月1日在郑州举行。 亮点1：规格再升级，全球顶尖资源共筑生态盛会 智能传感器作为新一代信息技术与数字经济的核心支撑，已成为各国战略布局的关键领域。我国相 继出台多项政策文件明确发展方向，市场规模持续稳步增长。大会集结全球顶尖产业资源。国内外知名 高校、科研院所专家学者，产业链上下游龙头企业核心代表将齐聚郑州，通过多元形式的交流互动，打 通产业创新关键环节，构建开放协同、互利共赢的产业生态。 亮点2：发布核心成果，锚定产业发展新航向 大会精心设置多场专业分论坛，形成覆盖传感器全产业链的交流矩阵。从集成电路人才培养、国际 前沿技术趋势，到先进光电传感、工业传感、新能源汽车传感器等热门领域，全方位解码技术创新与产 业应用热点，搭建深度专业的交流平台。 亮点4：项目落地，硬核实力见证产业活力 以 ...

Core Insights - The Hunan Provincial Department of Industry and Information Technology and three other departments have issued the "Three-Year Action Plan for High-Quality Development of Agricultural Machinery Equipment Industry in Hunan Province (2025-2027)" aiming for significant growth in the agricultural machinery sector by 2027 [1] Group 1: Overall Goals - By 2027, the revenue of large-scale agricultural machinery enterprises in Hunan is expected to exceed 20 billion yuan, with an average annual growth rate of over 10%, and smart agricultural machinery will account for more than 60% of this revenue [1] - The plan aims to establish a technology innovation system for smart agricultural machinery that integrates enterprises, market orientation, and deep collaboration among production, education, research, and application [1] Group 2: Technological Integration - The action plan emphasizes the acceleration of digital transformation through the integration of AI, industrial internet, big data, and cloud computing into the agricultural machinery industry [1] - Support will be provided for leading enterprises to build smart factories and digital workshops, enhancing lean production and agile manufacturing capabilities [1] Group 3: Product Development - There will be a focus on the research and iteration of smart agricultural machinery products, particularly those with environmental perception, intelligent decision-making, precise control, and unmanned operation capabilities [1] - Encouragement for core agricultural machinery enterprises to establish intelligent operation and maintenance management platforms for remote fault diagnosis and predictive maintenance services [1] Group 4: Emerging Industries - Hunan will strategically develop emerging sectors such as agricultural robots, low-altitude economy, and smart agricultural sensors, with a focus on key technologies like environmental perception and autonomous navigation for agricultural robots [3] - Support for the large-scale application of drones in various agricultural tasks, including sowing, fertilization, and monitoring, along with the establishment of a low-altitude flight service guarantee system [3] - Promotion of collaboration between sensor companies and agricultural machinery enterprises to develop specialized smart sensors suitable for complex agricultural environments [3]

万物互联的时代，传感器是打通物理世界与数字空间的"神经末梢"。记者昨日从郑州高新区经济发 展部了解到，2025传感器大会将于11月29日至12月1日在郑举办。 烟雾报警器、酒精检测仪、上下班打卡的签到机……日常生活里，传感器让日用品有了"触觉""嗅 觉""知觉"，中国市场的表现尤为亮眼，成为全球产业版图中名副其实的"黄金赛道"。根据赛迪顾问发 布的《2024年传感器十大园区发展报告》显示，近年来，全球传感器市场规模不断增长。国内方面传感 器技术水平不断提升，市场规模迅速增长，2023年市场规模达3644.7亿元，其中智能传感器市场比重近 40%，3年复合增长率17.9%，增速连续多年高于全球。 连续六届传感器大会的举办，更成为产业发展的"加速器"。大会累计吸引91个签约项目，协议总金 额超790亿元，来自全球传感器领域最具影响力的科学家和企业家汇聚郑州，聚焦智能传感器、光纤传 感器、智能感知等主题，交流全球传感器科技、产业和应用的最新成果，汇聚行业顶尖资源，加速市场 与需求对接，助力郑州市打造传感器产业集群，为推动河南经济高质量发展注入新动能。 基于2018—2024传感器大会的良好效果，一年一度的"传感之约 ...

Market Overview - The global smart sensor market reached $47.21 billion in 2023 and is projected to grow to $57.25 billion by 2025, with a compound annual growth rate (CAGR) exceeding 12% over the next three years[17] - China's smart sensor market is expected to reach ¥179.87 billion by 2025, with a five-year CAGR of 15.96%, potentially exceeding ¥340 billion by 2030[17] Industry Significance - Smart sensors are recognized as a strategic emerging industry, essential for the digital transformation of various sectors, including industrial automation and artificial intelligence[11] - The development of smart sensors is crucial for enhancing supply chain security and enabling the transformation of numerous industries through precise data perception[11] Technological Trends - Innovations in materials, such as third-generation semiconductors (GaN, SiC), are driving performance improvements in smart sensors[83] - The integration of artificial intelligence (AI) into smart sensors is enhancing their decision-making capabilities, allowing for real-time data processing and predictive maintenance[86] Policy and Support - The Chinese government has implemented a comprehensive policy framework to support the smart sensor industry, including tax incentives and funding for research and development[21] - Local governments are actively promoting the establishment of smart sensor industrial clusters, particularly in regions like the Yangtze River Delta and Pearl River Delta[32] 2025 Sensor Top 50 - The "2025 Sensor Top 50" list highlights 50 leading smart sensor companies, showcasing their innovation and market potential[42] - The selected companies represent a diverse range of products, including pressure sensors, optical sensors, and biological sensors, with a total valuation exceeding ¥18 trillion[42]

2 0 2 5 S e n s o r T o p 5 0 榜 单 报 告 研 究 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 市场活力，引导资本关注，促进技术交流与合作，为我国智能传感器产业的蓬勃发展注入新的强劲动力。 智能传感器发展定义与 ...

Core Insights - The automotive parts industry is undergoing significant changes, with 71 companies announcing fundraising project adjustments, totaling 99 changes, which is more than double last year's total [2] - The adjustments are primarily focused on two main trends: the shift towards intelligent upgrades and global expansion, with funds being redirected from domestic production to overseas expansion [2] Group 1: Intelligent Upgrades - Many parts manufacturers are reallocating funds from traditional automotive production lines to intelligent component production lines, such as control systems and smart sensors, to meet the demand for new energy vehicles and intelligent driving [3] - For instance, Top Group announced a shift of 400 million yuan in unspent funds towards its "Intelligent Manufacturing Industrial Park" project to produce air suspension systems and smart door drive systems [4] Group 2: Global Expansion - The second major trend involves companies redirecting funds to establish overseas production facilities, responding to the global expansion needs of major automotive manufacturers [5] - Examples include Tianyouwei allocating 103 million yuan for a new automotive electronics factory in South Korea and Top Group investing 380 million yuan in a thermal management system project in Thailand [5] Group 3: Market Dynamics - The shift in funding reflects a restructuring of the supply chain driven by cost-cutting pressures from downstream manufacturers, leading to increased opportunities for local suppliers [4] - Local suppliers are gaining market share in areas like air suspension systems, with domestic companies accounting for 89% of the market share based on installation volume from January to August this year [4] Group 4: Caution in Investment - Despite the trend of reallocating funds, some companies are exhibiting caution in their decision-making, focusing on risk dilution and controlling the pace of project development [6] - Top Group has indicated a careful approach to its expansion plans, emphasizing the need for a balanced investment strategy to mitigate risks associated with rapid growth [6][7]

从国际情况看，主要发达国家都将未来产业视为未来竞争的关键，持续加大政策支持力度。美国积极布 局人工智能、量子信息及半导体等核心领域，持续实施税收、补贴等优惠政策，加大企业创新资金投 入。德国制定实施《国家工业战略2030》，强化工业软件、半导体设备等关键领域保护，推动制造业数 字化转型。相较之下，我国布局发展未来产业有三方面独特优势：一是拥有超大规模的市场优势，为新 技术、新业态提供了丰富的应用场景和快速迭代的机会；二是具备全球最完整的产业体系，有利于未来 技术成果的工程化、产业化落地和产业链协同；三是能够发挥新型举国体制优势，集中资源进行前沿技 术攻关和重大基础设施建设。 （文章来源：经济日报） 目前，我国未来产业的关键核心技术自主创新能力仍然不强，工业机器人、智能传感器、先进控制系统 等高端设备仍依赖进口。数据基础建设仍然不足，相关企业整体数智化水平参差不齐，广大中小微企业 仍然依赖传统的生产模式，提升智能化水平仍然任重道远。数据流通和协同效率较低，信息孤岛现象严 重，数智化生态系统建设亟待加强。智能制造工程师、数据分析师、工业软件开发人员等专业人才相对 缺乏。因此，前瞻布局未来产业，关键是要坚持以数智化 ...

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 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [5] Core Views - The company is expected to achieve stable development in Q3 2025, with plans for H-share financing to strengthen overseas expansion and diversify into server cooling and robotics applications [5][7] - The company’s main products are smart sensors and actuators, and it is well-positioned to capitalize on opportunities in automotive intelligence, consumer electronics, robotics, and healthcare, which is anticipated to drive steady revenue growth [6][7] Financial Summary - The company’s projected net profits for 2025-2027 are estimated at 98 million, 124 million, and 147 million yuan respectively, with corresponding P/E ratios of 43, 34, and 29 times [6] - Revenue for 2025 is forecasted to be 753 million yuan, reflecting a year-on-year growth rate of 21.99% [6][8] - The company achieved revenue of 502 million yuan in Q1-Q3 2025, a year-on-year increase of 12%, with a net profit of 71.47 million yuan, up 6% year-on-year [7] Market Performance - The closing price of the company’s stock is 30.10 yuan, with a market capitalization of approximately 4.25 billion yuan [3][4] - The stock has fluctuated between a high of 42.88 yuan and a low of 19.56 yuan over the past year [3] Business Development - The company is benefiting from the upgrade of intelligent assisted driving systems, with increasing demand for sensor performance and quantity as the industry moves from L2 to L3/L4 levels [7] - The company is also expanding its non-automotive business, with rapid progress in robotics and server cooling applications, which are expected to accelerate commercialization [7] Financial Projections - The company’s revenue is projected to grow from 617 million yuan in 2024 to 1.10 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 16.44% [6][8] - The gross profit margin is expected to remain stable around 34.73% to 35.26% from 2025 to 2027 [8]

转自：山东发布 实现进出口2.89万亿元，同比增长4.7%，增速高于全国平均水平1.1个百分点……山东外贸交出前10个月成绩单。 展开数据看，电子元器件、汽车出口以及对共建"一带一路"国家贸易，构成了山东应对当前国际贸易环境诸多变化的三大亮点。 随着新一代能源与汽车技术革命的开展，电动汽车在全球范围内受到越来越多消费者的关注。国际能源署今年5月发布的《全球电动汽车展望2025》报告 显示：2024年全球电动汽车销量达1700万辆，首次占全球汽车市场20%。2025年全年销量预计突破2000万辆，占新车总销量超四分之一。 汽车出口实现"多点开花" 大批国产汽车在山东港口烟台港集结等待装船出口。 今年前10个月，山东汽车出口532.2亿元，同比增长13.5%，其中，电动汽车出口同比增长117.4%。 青岛海关统计分析处副处长张志勇介绍，全省今年前10个月的汽车出口中，商用车实现出口438.5亿元，同比增长30.8%。其中，货车186亿元，增长 43.2%；客车39.9亿元，增长42.3%；专用汽车36.7亿元，增长35.7%，呈现出"多点开花"的态势，山东的汽车产业正在全球市场加速崛起。 报告还提到，中国的电动汽 ...