在精密仪器仪表及智能传感领域，刘启富凭借20余载的坚守与创新，谱写了一部从技术攻坚到产业领航 的卓越篇章。他以专利研发为核心、以产业应用为导向、以标准制定为担当，带领企业跻身行业前沿， 成为推动行业高质量发展的中坚力量。 鉴于在业内的突出贡献与技术权威，刘启富受邀参与起草国家标准《船舶与海上技术接收船上加注燃料 质量流量计要求》。该标准的制定与实施，标志着我国在船舶燃料计量技术方面迈入国际先进行列，为 行业提供了科学、统一的技术规范，有力推动了船舶燃料计量领域的标准化进程。此外，他还多次受邀 参加全国工业过程测量控制和自动化标准化技术委员会的会议，深度参与多项行业标准的研讨与修订， 以专业力量助力行业技术体系的完善。 业内人士评价，从专利攻坚到产业落地，从企业掌舵到行业引领，刘启富以匠心铸技术、以创新促发 展、以担当谋共赢，成为中国精密仪器仪表领域创新发展的生动典范。 多年来，刘启富始终扎根研发一线，构建起全方位知识产权体系。例如，他独立研发的"一种快速响应 温度贴片工艺" 通过多道精细化工序，大幅提升了温度传感器的响应速度，破解了行业效率瓶颈；他主 导研发的"激光自混合干涉系统"创新性增设反射模块，延长外腔 ...

北交所 2025 年 12 月 30 日 具身智能应用场景持续拓展 北交所专题报告 投资要点： 开特股份：湖北开特汽车电子电器系统股份有限公司的主营业务是 传感器类、控制器类和执行器类等产品的研发、生产和销售。公司 的主要产品是温度传感器、光传感器、功率模块、直流电机执行器、 步进电机执行器和无刷电机执行器等。2025年上半年，公司执行器 类、传感器类和控制器类业务收入占比分别为44.91%、30.67%、 23.23%。 铁大科技：上海铁大电信科技股份有限公司的主营业务是通信信号 产品的研制、生产与销售。2025年上半年，公司设备监测(监控)系 统、电务器材、其他业务收入占比分别为65.87%、16.30%、17.83%。 ◼ 风险提示。研发风险；商业化落地风险；市场竞争加剧的风险。 行业指数走势 -20% 资料来源：东莞证券研究所，iFinD 相关报告 专 题 研 究 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 0% 20% ◼ 关注2家具身智能行业相关企业 北 交 所 研 究 40% 19/09 1 ...

春晖智控（300943.SZ）12月16日在投资者互动平台表示，春晖仪表为公司参股公司，据春晖仪表了 解，每颗卫星通常需要5到20个卫星解除装置。有关行业市场规模建议参考权威机构发布的行业研究报 告。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：春晖仪表的卫星解除装置每个卫星用多少？后续卫星 大规模升空，春晖仪表的温度传感器在火箭卫星都有应用，后续的市场规模如何？ ...

格隆汇12月10日丨春晖智控(300943.SZ)在投资者互动平台表示，春晖仪表为公司参股公司，主要为火 箭和卫星领域的客户提供优质的温度传感器，相关信息基于保密原因不便披露，以其公开披露的信息为 准。 （原标题：春晖智控(300943.SZ)：春晖仪表为公司参股公司，主要为火箭和卫星领域的客户提供优质 的温度传感器） ...

（文章来源：证券日报） 证券日报网讯 12月5日，春晖智控在互动平台回答投资者提问时表示，春晖仪表为公司参股公司，主要 为火箭和卫星领域的客户提供优质的温度传感器，目前尚未向民营火箭企业供货。 ...

万朗磁塑董事长万和国在今天举行的2025年第三季度业绩说明会上表示，公司汽车零部件已取得奇瑞、 东风、上通五等多个主机厂认证，多个产品已进入量产阶段；公司温度传感器已取得美的等供应商资 质，薄膜铂电阻已具备量产能力；公司PPo/PoK合金材料目前在实验室研发阶段，钐铁氮稀土永磁材料 正在客户验证阶段。目前新业务正处于快速增长期，贡献力将在未来逐步显现。 ...

Core Viewpoint - Anpei Long (301413.SZ) announced plans to invest up to RMB 200 million in low-risk financial products using idle funds in 2026, pending shareholder approval [1][3]. Investment Strategy - The investment will focus on conservative, stable, and balanced financial products with low risk and high liquidity, avoiding high-risk investments or illegal uses [3]. - The company will prioritize products issued or managed by reputable financial institutions to ensure fund safety [3]. Financial Management - The total balance of outstanding financial products held by the company and its wholly-owned subsidiaries at any time must not exceed RMB 200 million, allowing for rolling use of funds within this limit [3]. - The investment period will last from the date of shareholder approval until December 31, 2026, with flexibility in purchasing and redeeming based on the company's funding plans [3]. Company Profile - Anpei Long specializes in smart sensors, with products including pressure, torque, temperature, gas sensors, and thermistors, widely used in automotive, smart home, photovoltaic energy storage, and industrial control sectors [3]. - The company has been recognized as a national-level "specialized and innovative" small giant enterprise [3]. Financial Goals - The company aims to enhance fund utilization efficiency and generate investment returns for the benefit of the company and its shareholders while ensuring daily operational funding needs and safety [3].

Group 1 - The company, Anpeilong, responded to an investor inquiry regarding the use of injection molding equipment from Yizhiming to meet automotive-grade flame retardant and weather resistance requirements in the expansion of thermal management components for new energy vehicles [2] - Anpeilong stated that the plastic protective shell for its temperature sensors is primarily sourced externally and fully meets customer requirements [2]

Core Viewpoint - Guangdong Fenghua High-tech Co., Ltd. has been rated as "Excellent" in the provincial enterprise technology center evaluation, highlighting its strong innovation capabilities and R&D system [1][3]. Group 1: Evaluation and Recognition - The provincial enterprise technology center evaluation serves as a benchmark for measuring a company's innovation strength in Guangdong, with scores of 90 and above classified as "Excellent" [4]. - Fenghua High-tech has received 27 national and provincial-level science and technology awards and holds 779 authorized patents, with over 50% being invention patents [5]. Group 2: Innovation and R&D - The company focuses on core technology breakthroughs, establishing a comprehensive innovation system that integrates material research, device manufacturing, and product application [5]. - The technology center has increased R&D investment and successfully developed critical technologies, reducing the cost of high-end raw materials by over 30% [5]. Group 3: Talent and Collaboration - The technology center has gathered over 500 dedicated R&D personnel, including industry-leading experts, and has established partnerships with top universities to create a collaborative innovation network [6]. - The company has invested over 100 million yuan in advanced R&D equipment and software systems, enhancing its innovation capabilities [6]. Group 4: Efficient Transformation of Results - The company has achieved efficient integration of technology R&D, pilot incubation, and mass production, with a monthly production capacity of over 80 billion chip resistors [8]. - Products developed, such as supercapacitors and temperature sensors, are widely used in emerging fields like photovoltaic energy storage and low-altitude economy, contributing to high-quality development in strategic emerging industries [8]. Group 5: Future Directions - The company plans to strengthen the strategic core position of its technology center, focusing on high-reliability, high-capacity, and high-precision core technologies to accelerate the transformation and industrial application of technological achievements [8].

Investment Rating - The report maintains a "Buy" investment rating for the company [1][7] Core Insights - The company reported Q3 2025 revenue of 290 million yuan, a year-over-year increase of 42.1%, and a net profit attributable to shareholders of 45.05 million yuan, up 32.4% year-over-year [3][4] - The actuator business is identified as a key growth driver, benefiting from the trend towards automotive electrification, with actuator revenue growing by 77.4% year-over-year [5] - The company is expanding into humanoid robots and liquid cooling sensor markets, leveraging its strong foundation in temperature sensor technology [6] Financial Performance - Q3 2025 gross margin was 33.0%, showing a year-over-year decrease of 0.9 percentage points but a quarter-over-quarter improvement of 1.5 percentage points [4] - The company’s operating expenses as a percentage of revenue were 12.3%, with R&D expenses increasing due to a rise in technical staff and related compensation [4] - Revenue projections for 2025-2027 are 1.17 billion, 1.48 billion, and 1.87 billion yuan respectively, with net profits of 196 million, 252 million, and 315 million yuan [7][9] Market Position and Growth Potential - The actuator segment is expected to experience explosive growth due to increasing applications in electric vehicles, including new configurations like hidden door handles and electronic locks [5] - The company has established partnerships to develop products for humanoid robots and data center cooling solutions, indicating a strategic expansion into high-potential markets [6]