大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模6.98亿。今年以来收益 37.4%，同类排名607/4222；近一年收益92.9%，同类排名313/3766；成立以来收益224.05%。 8月27日，森霸传感跌5.12%，截至发稿，报12.23元/股，成交3.03亿元，换手率9.70%，总市值34.58亿 元。 资料显示，森霸传感科技股份有限公司位于河南省社旗县城关镇，成立日期2005年8月18日，上市日期 2017年9月15日，公司主营业务涉及热释电红外传感器系列和可见光传感器系列两大类产品的研发、生 产和销售。主营业务收入构成为：热释电红外传感器56.29%，探测器及系统配套27.05%，其他 11.24%，可见光传感器5.43%。 从森霸传感十大流通股东角度 数据显示，大成基金旗下1只基金位居森霸传感十大流通股东。大成中证360互联网+指数A（002236） 一季度增持9.74万股，持有股数124.41万股，占流通股的比例为0.51%。根据测算，今日浮亏损失约 82.11万元。 责任编辑：小浪快报 大成中证360互联网+指数A（002236）基金经理为夏高。 截至发稿， ...

Industry Overview - The pyroelectric infrared sensor technology in China began in the 1970s, initially used in military applications, but has expanded into civilian markets due to technological advancements and cost reductions [1][15] - The market size of China's pyroelectric infrared sensor industry has grown from 365 million yuan in 2015 to 1.599 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.84% [1][15] - The production volume of pyroelectric infrared sensors in China is projected to increase from 217 million units in 2015 to 965 million units in 2024, with a CAGR of 18.03% [14] - The demand for these sensors is expected to rise from 209 million units in 2015 to 937 million units in 2024, with a CAGR of 18.14% [14] Market Dynamics - The rapid growth in demand for LED lighting and security monitoring in China is driving the expansion of the pyroelectric infrared sensor market [1][15] - The industry is becoming increasingly competitive, with China emerging as a global manufacturing hub for these sensors due to its cost advantages and improved labor productivity [1][15] Application Areas - Pyroelectric infrared sensors are widely used in various applications, including security monitoring, smart homes, automatic driving, medical diagnostics, thermal imaging, industrial automation, and environmental monitoring [7] - In the smart home sector, these sensors play a crucial role in detecting human presence and activity, enabling automatic control of lighting and other systems [12] Key Companies - Notable companies in the industry include Senba Sensor Technology Co., Ltd., Shanghai Naisela Sensor Co., Ltd., and Zhengzhou Weisheng Electronic Technology Co., Ltd., among others [18][21][23] - Senba Sensor's revenue from pyroelectric infrared sensors is projected to reach 251 million yuan in 2024, reflecting a year-on-year growth of 5.91% [21] Industry Trends - The industry is witnessing a trend towards miniaturization, driven by advancements in MEMS technology and semiconductor processes, making sensors more suitable for compact applications [25] - There is a growing emphasis on smart features, with sensors increasingly incorporating AI algorithms and edge computing capabilities for enhanced environmental perception and data analysis [26] - The evolution from standalone components to integrated system solutions is becoming prominent, allowing for modular products that facilitate easier customer development [27] - Multi-functionality is key to enhancing the value of pyroelectric infrared sensors, with new products integrating additional sensing capabilities to meet complex application needs [28]

Financial Performance - In Q1 2025, the company reported revenue of 89.68 million CNY, a decrease of 5.13% year-on-year [2] - Net profit attributable to shareholders was 7.30 million CNY, down 40.58% year-on-year [2] - Net profit excluding non-recurring gains and losses was 7.90 million CNY, an increase of 11.53% year-on-year [3] - For the full year 2024, revenue reached 446.37 million CNY, a growth of 51.33% [5] - Net profit attributable to shareholders for 2024 was 39.41 million CNY, a decline of 30.17% [5] - Net profit excluding non-recurring gains and losses for 2024 was 53.17 million CNY, up 51.34% [5] Research and Development - R&D expenses for 2024 amounted to 29.05 million CNY, an increase of 48.18% year-on-year [3] - Significant advancements in new products, including multi-channel intelligent infrared detectors and high signal-to-noise ratio infrared sensors [3] Market Position and Strategy - The company maintains a leading position in the infrared sensor market, with high market share in both infrared and visible light sensors [4] - Expansion efforts in various sectors such as petrochemical, chemical, gas, pharmaceutical manufacturing, electricity, and metallurgy [4] Operational Efficiency - The company has implemented measures to enhance management and information systems, optimizing organizational structure for better efficiency [6] - Focus on cost control and efficiency improvements to adapt to new market conditions [6]

Financial Performance - In 2024, the company achieved operating revenue of 446.37 million yuan, a year-on-year increase of 51.33% [1] - Net profit attributable to shareholders decreased by 30.17% to 39.41 million yuan, while net profit excluding non-recurring gains and losses increased by 51.34% to 53.17 million yuan [1][2] - In Q1 2025, the company reported operating revenue of 89.68 million yuan, a year-on-year decrease of 5.13%, and a net profit of 7.30 million yuan, down 40.58% [4] Product Applications and Market Position - The company's pyroelectric infrared sensors are applicable in smart traffic monitoring [3] - The company is a leading supplier of sensors and solutions, with a strong market position in various sensor categories, including pyroelectric infrared sensors and visible light sensors [5][8] - The subsidiary, Green Tong, achieved operating revenue of 128.70 million yuan and net profit of 28.61 million yuan in 2024 [4] Research and Development - R&D expenses for 2024 amounted to 29.05 million yuan, reflecting a year-on-year increase of 48.18% [6] - The company is focused on developing new products and technologies, including multi-channel intelligent pyroelectric infrared detectors and high signal-to-noise ratio sensors [6] Dividend and Shareholder Returns - The company plans to distribute cash dividends of 0.35 yuan per 10 shares for the first half of 2024, totaling 9.90 million yuan [7] - For the full year 2024, the proposed cash dividend is 1.00 yuan per 10 shares, amounting to 28.27 million yuan, with total dividends for the year reaching 38.17 million yuan [7] Market Expansion and Strategy - The company aims to enhance its sales team and explore high-growth potential markets, particularly in petrochemical, chemical, gas, pharmaceutical, and power sectors [10] - The company will integrate resources from Green Tong to expand cross-selling opportunities in different regional markets [10] Impact of External Factors - Over 90% of the company's revenue comes from the domestic market, indicating that U.S. tariff policies have minimal impact on operations [10] - The decision to terminate certain fundraising projects is based on market conditions and strategic considerations, ensuring no adverse effects on current operations [11] ESG and Corporate Governance - The company emphasizes sustainable development and compliance with environmental regulations, integrating ESG principles into daily operations [9]

Core Viewpoint - The company, Senba Sensor, reported a significant increase in revenue and net profit for the fiscal year 2024, driven by strategic acquisitions and technological innovations in the optoelectronic sensor and safety monitoring sectors [1][2]. Group 1: Financial Performance - The company achieved an operating revenue of 446 million RMB, representing a year-on-year growth of 51.33%, marking a historical high in revenue [1]. - The net profit reached 39.41 million RMB, with a non-recurring profit of 53.17 million RMB, reflecting a growth of 51.34% year-on-year [1]. - The company proposed a cash dividend of 1.00 RMB per 10 shares (including tax) [1]. Group 2: Business Expansion and Integration - The company strengthened its leading position in the sensor industry through steady expansion of core business and breakthroughs in new fields, with traditional products like pyroelectric infrared sensors generating 251 million RMB in revenue, a 5.8% increase [2]. - The acquisition of Green Tong contributed 121 million RMB in revenue, accounting for 27.05% of total revenue, successfully entering high-barrier markets such as petrochemical, chemical, and gas [2]. - The strategic acquisition enhanced the company's product line and significantly improved its competitiveness in the safety monitoring instruments market [2]. Group 3: Technological Innovation - The company emphasized research and development, increasing R&D expenditure to 29.05 million RMB, a growth of 48.18% [3]. - New products and technologies, such as the multi-channel intelligent pyroelectric infrared detector and high signal-to-noise ratio pyroelectric infrared sensor, have made significant progress [3]. - The company holds 167 patents and 8 software copyrights, establishing a unique technological advantage in the fields of pyroelectric material preparation and intelligent sensor integration [3]. Group 4: Future Outlook - The company aims to become a leading enterprise in the sensor industry, focusing on optimizing product performance and expanding into emerging fields like IoT and AI [4]. - The strategy includes extending sensor business into safety monitoring markets in petrochemical, chemical, and gas industries, leveraging synergies with Green Tong [4]. - The company plans to comprehensively cover industrial automation and smart city demands to promote sustainable and steady development [4].