中证智能财讯纳芯微（688052）2月27日晚间披露2025年业绩快报，公司实现营业收入33.68亿元，同比增长71.8%；归母净利润亏损2.41亿元，上年同期亏 损4.03亿元；扣非净利润亏损2.9亿元，上年同期亏损4.57亿元；基本每股收益-1.7元，加权平均净资产收益率为-4.11%。以最新收盘价计算，市净率（LF） 约3.61倍，市销率（TTM）约9.34倍。 以本次披露业绩快报数据计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 6,000 4000 2,000 0 13 8 8 8 8 8 60.6 d8 T 60 -2,000 -4,000 -6,000 -12-30 n }- 公司 -○- 行业均值 100 ହ 90 80 70 65:64 60 50 40 30 20 10 0 2n- )- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 100 ହ୍ର ୨୦ 80 70 60 50-91 50 40 39-31 38.88 30 29:43 22d45 20 1789 12 89 10 9.6- 0 3-12-30 ' 3-09-3 ...

格隆汇2月3日｜有投资者在互动平台向美芯晟提问：磁传感器是否应用于人形机器人？美芯晟回复称， 人形机器人和工业机器人里会用到多颗磁传感器，尤其是磁传感编码器及各种霍尔传感器，主要用于检 测各部位的转角、移动等运动姿态和位移检测。 ...

鑫雁微在磁传感器领域具备成熟技术积累与产品布局，作为聚焦传感控制领域的高新技术企业，其核心 团队可跨工艺平台开展芯片设计，产品谱系完整，覆盖霍尔、角度及齿轮传感器等五大系列，车规级产 品已切入汽车底盘控制、发动机控制、智能座舱电动系统三大核心领域并实现量产，在工业与汽车磁传 感应用领域形成了稳定的技术与市场基础。 并购后，美芯晟有望在三个层面实现价值跃升。首先在产品技术层面，将直接推动美芯晟形成"环境感 知(光学+1D/3D ToF)+多模态融合感知(多模态视觉传感)+运动感知(磁传感器)"的完整技术体系。感知闭 环的形成，让美芯晟可向各类智能终端厂商提供从环境感知到运动控制的一站式、系统级感知解决方 案，大幅降低客户跨供应商技术整合的难度与成本，同时提升公司产品附加值与技术壁垒。 其次在市场与客户层面，双方渠道形成高度互补，为整合后的市场拓展奠定基础。美芯晟已成功切入全 球顶级品牌供应链，在通信终端、智能穿戴及机器人等高端价值领域构筑先发优势；磁传感业务的纳 入，将进一步强化客户黏性、提升渠道渗透能力，依托双方渠道共享与客户资源互导，实现新兴赛道的 突破与成熟场景的深度耕耘，驱动双重增长。 1月28日，美芯 ...

证券代码：688458 证券简称：美芯晟 公告编号：2026-007 美芯晟科技（北京）股份有限公司 第二届董事会第八次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 美芯晟科技（北京）股份有限公司（以下简称"公司"）第二届董事会第八次会议的会议通知于2026年1 月26日以邮件形式发出，并于2026年1月27日在公司会议室以现场会议和线上通讯会议同时进行的方式 召开。会议应出席董事7人，实际出席会议董事7人，全体董事均出席会议。 会议由董事长程宝洪先生（Mr. CHENG BAOHONG）召集并主持，会议召集和召开程序符合《公司 法》等相关法律法规和公司章程规定。表决形成的决议合法、有效。 二、董事会会议审议情况 会议认真审议了提交会议审议的议案，经投票表决，会议通过了以下议案，决议如下： （一）审议通过《关于以股权收购及增资方式取得上海鑫雁微电子股份有限公司100%股权的议案》 公司拟使用自有资金以股权收购及增资方式取得上海鑫雁微电子股份有限公司100%股权，本次交易金 额合计为人民币 ...

标的公司核心产品涵盖磁传感器等。公司开展本次交易，旨在通过投资与业务合作拓展产品种类，增强 核心竞争力，推动业务持续成长。然而，受宏观经济形势、产业政策导向、行业周期波动及市场环境变 化等因素的影响，标的公司未来经营效益存在不及预期的可能性。 本次交易价款以现金方式支付，资金来源为公司自有资金。公司资金储备较为充裕，将根据本次收购股 权的交易进展情况，合理安排收购款项及支付时间，有效控制资产负债规模，本次交易不会对公司财务 状况和经营成果产生重大不利影响。 格隆汇1月28日丨美芯晟(688458.SH)公布，公司拟使用自有资金按照投前估值12,500万元收购上海鑫雁 微电子股份有限公司（以下简称"标的公司"或"鑫雁微"）现有全部1,000万元注册资本，并以同等投前 估值增资3,500万元认购标的公司新增280万元注册资本，交易完成后合计取得标的公司100%股权，本 次交易金额合计为人民币16,000万元。交易完成后，鑫雁微将成为公司全资子公司，纳入公司合并报表 范围。 ...

Core Viewpoint - The company announced its intention to acquire 100% equity of Shanghai Xingan Semiconductor Co., Ltd. for cash, with the announcement made on August 27, 2025 [1] Group 1: Company Overview - The main products of Xingan Semiconductor include current sensors and magnetic sensors [1] - The company primarily serves sectors such as energy and electricity, industrial control and automation, new energy vehicles, and aerospace [1] - Xingan Semiconductor has established a stable customer base in the aforementioned fields [1]

Core Viewpoint - The company has confirmed that the products acquired from Xingan Semiconductor can be applied in various fields including aerospace, robotics, and data centers [1] Group 1: Acquisition Details - The company announced on August 27, 2025, its intention to acquire 100% of Shanghai Xingan Semiconductor Co., Ltd. for cash [1] - Xingan Semiconductor's main products include current sensors and magnetic sensors [1] Group 2: Market Applications - The primary markets for Xingan Semiconductor's products are energy and power, industrial control and automation, new energy vehicles, and aerospace [1] - The company has established a stable customer base in the aforementioned fields [1]

Core Viewpoint - The acquisition of Shanghai Xingan Semiconductor by the company is aimed at enhancing its product offerings in various high-demand sectors such as aerospace, robotics, and data centers [1] Group 1: Acquisition Details - The company announced its intention to acquire 100% of Shanghai Xingan Semiconductor's equity for cash on August 27, 2025 [1] - Xingan Semiconductor's main products include current sensors and magnetic sensors [1] Group 2: Market Applications - The products from Xingan Semiconductor are primarily targeted at sectors including energy and power, industrial control and automation, new energy vehicles, and aerospace [1] - The company has established a stable customer base in these sectors [1]

Core Viewpoint - Naxin Micro has officially listed its H-shares on the Hong Kong Stock Exchange, becoming the first "A+H" analog chip company to receive investment from the National Integrated Circuit Industry Investment Fund Phase III and cornerstone investors [1] Group 1: Company Overview - Naxin Micro has over 3,600 product models available for sale by mid-2025, positioning itself as one of the few domestic manufacturers covering sensors, signal chains, and power management [1] - The company has established a complete technology chain from physical quantity sensing to signal processing and system power supply [1] Group 2: Market Position - According to a Frost & Sullivan report, Naxin Micro ranks first among domestic manufacturers in the Chinese digital isolation chip market, magnetic sensor market, and automotive analog chip market, and second among fabless manufacturers [1] - The company's automotive-grade products cover all top ten selling new energy vehicle models in China for 2024, and it has established deep collaborations with leading domestic and international clients [1] Group 3: Production and Sales - As of mid-2025, Naxin Micro's cumulative shipment of automotive electronics is expected to exceed 980 million units [1] Group 4: Strategic Goals - The H-share listing is expected to enhance global capital access for Naxin Micro, facilitating deeper industry chain collaboration and providing more competitive domestic alternatives for key sectors such as new energy vehicles and high-end manufacturing [1]

Core Insights - Naxin Micro is the first "A+H" analog chip company to receive cornerstone investment from the National Integrated Circuit Industry Investment Fund Phase III, highlighting the strategic importance of the analog chip sector and the company's technological strength [1] - The H-share listing will enhance global capital access, aiding the company in deepening industry chain collaboration and providing competitive domestic alternatives in key sectors such as new energy vehicles and high-end manufacturing [2] Company Overview - Naxin Micro has over 3,600 product models available for sale as of mid-2025, making it one of the few domestic manufacturers covering sensors, signal chains, and power management [1] - According to a Frost & Sullivan report, Naxin Micro ranks first among domestic manufacturers in the Chinese digital isolation chip market, magnetic sensor market, and automotive analog chip market, with a second position among fabless manufacturers [1] - The company's automotive electronic products have shipped over 980 million units as of mid-2025, covering all top ten new energy vehicle models in China for 2024 [1]