目前公司经营情况稳健，前三季度研发费用同比增长90.06%，核心是加码显示芯片投入,主要包括引进人才组建高素质研发团队，并在技术、项目验证上加 大资金倾斜。显示芯片研发验证周期长、需多环节打磨，持续投入是技术积累的必要过程。虽短期内对利润规模有阶段性影响，但相关投入可为显示芯片业 务筑牢技术与团队基础，长期将为业绩增长蓄能。 MEMS微振镜方面：公司MEMS微振镜产品直径规格涵盖4mm、1mm、1.6mm、8mm，其中4mm规格的MEMS微振镜产品进入市场。公司重点关注车载激光 雷达领域和激光投影领域的客户，现阶段在智慧交通LiDAR、手机、车载应用等方面获得头部客户的NRE合同，正为其开展定制研发工作。 近日，英唐智控在接受机构调研时表示，公司已在多家头部屏厂成功导入车载显示芯片业务，顺利实现首款车规级TDDI/DDIC的量产落地。改进型版本的 DDIC、TDDI在各项测试中表现优异。在车载领域取得突破的同时，公司面向消费电子领域的OLED DDIC产品研发也取得阶段性进展，并有望在2026年一 季度之前实现量产。 ...

| 投资者关系活动类别 | 特定对象调研 ☐ 分析师会议 | | --- | --- | | ☐ | 媒体采访 ☐ 业绩说明会 | | ☐ | 新闻发布会 ☐ 路演活动 | | ☐ | 现场参观 | | ☐ | 其他（请文字说明其他活动内容） | | 参与单位名称 | 中邮证券、南方基金 | | 时间 | 2025年11月13日-2025年11月14日 | | 地点 | 公司会议室 | | 上市公司接待人员姓名 | 董事会秘书、副总经理 李昊 | | | 一、基本情况介绍 | | 投资者关系活动主要内容 | 公司董事会秘书李昊先生为投资者简单介绍了英唐智控的发展历 | | | 程，主营业务为电子元器件分销，芯片设计制造及软件研发销售等业 | | 介绍 | 务，同时就公司近期并购事项做了简要介绍。 | | | 二、提问交流环节 | | | 1.公司拟收购的两家标的与公司的业务协同主要有哪些？ | | | 答:（1）在技术与产品协同方面，公司在光电信号转换、MEMS振 | | | 镜、车规芯片设计制造等领域有深厚积累，桂林光隆集成科技有限公 | | | 司（以下简称"光隆集成"）和上海奥简微电子科技有限公司（以 ...

Core Viewpoint - The company reported steady growth in its automotive chip distribution business and an increase in sales of vehicle display chips in the chip design and manufacturing sector during the first three quarters of the year, indicating a focus on deepening its presence in the display chip field and increasing R&D investment for future performance growth [1] Group 1 - The automotive chip distribution business has shown stable development [1] - Sales of vehicle display chips have increased compared to the same period last year [1] - The company plans to enhance R&D investment to support future growth [1]

Core Viewpoint - The company, Yintang Zhikong (300131.SZ), has achieved mass delivery in the automotive display chip sector, positioning itself at the forefront of domestic production replacement in this field [1] Group 1: Company Developments - Yintang Zhikong has successfully reached the stage of mass delivery for automotive display chips [1] - The company is one of the few domestic enterprises capable of large-scale production of this product [1] - The company is leading the way in the localization and replacement of automotive display chips in China [1]

Core Viewpoint - The company, Ying Tang Zhi Kong (300131.SZ), has achieved mass delivery in the automotive display chip sector, positioning itself at the forefront of domestic production capabilities for this product in China [1] Group 1 - The company has successfully transitioned to mass production of automotive display chips [1] - There are few domestic companies in China that possess the capability for large-scale production of automotive display chips [1] - The company is leading the way in the localization and replacement of automotive display chips in the market [1]

Core Viewpoint - The company has successfully achieved mass production and delivery of its MEMS micro-mirror products, particularly in the industrial sector, and is expanding its automotive display chip business with mainstream screen manufacturers both domestically and internationally [2] Group 1: MEMS Micro-Mirror Products - The MEMS micro-mirror products have entered mass production as of June this year, following sample deliveries to multiple clients across various sectors including industrial, lidar manufacturers, automotive, and medical [2] - The company has received bulk orders from industrial clients for its MEMS micro-mirror products, which were initially sampled to clients in March [2] - The company offers four different specifications of two-axis electromagnetic driven MEMS micro-mirror products: 1mm, 1.6mm (in development), 4mm, and 8mm [2] Group 2: Automotive Display Chip Business - The automotive display chip products have achieved mass production and delivery with several mainstream screen manufacturers both in China and overseas [2] - The 1mm MEMS micro-mirror is utilized in various automotive applications such as HUD (Head-Up Display), DGP (Dynamic Welcome Light), DIP (In-Car Projection), DBSW (Safety Warning), HD, and ADB (Adaptive Driving Beam) [2]

证券日报网讯英唐智控9月15日在互动平台回答投资者提问时表示，公司MEMS微振镜产品已实现批量 出货，并率先在工业领域客户中完成批量交付与应用。关于车载显示芯片业务，公司产品已在国内及海 外多家主流屏幕厂商中实现量产交付，具体客户名称及合作车型暂不便对外披露，公司将持续推动相关 产品的市场拓展与技术迭代。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news is that a well-known private equity firm, Huansheng Quantitative, has conducted research on a listed company, Huicheng Co., which has shown significant growth in revenue and profit in the first half of the year [1] - Huicheng Co. reported a year-on-year revenue growth of 28.58%, reaching 866 million yuan, and a net profit attributable to shareholders growth of 60.94%, amounting to 96.04 million yuan [1] - The revenue share of MOLED products increased from less than 20% in 2024 to over 25% in the first half of 2025, with its packaging and testing gross margin higher than other products and the company's average [1] - The electronic price tag IC packaging and testing business accounted for over 10% of revenue in the first half of 2025, contributing positively to the company's profitability [1] - The automotive display chip project is currently in the construction phase, with equipment expected to be in place by early 2026, while 2025 will focus on customer validation without significant performance contributions [1] - New business initiatives are still in the planning stage, and the company aims to actively promote related progress [1] Group 2 - Huansheng Quantitative, also known as Jiu Zhang Asset, is a hedge fund company that relies on mathematics and computer science for quantitative investment, founded in 2008 [2] - The company is a leader in financial derivatives trading and design in China, known for its innovative research and practices in quantitative hedging [2] - Huansheng Quantitative maintains high legal and ethical standards, leveraging science and technology to explore innovative research that is often unimaginable to others [2] - The team consists of top talents from various fields, including early quantitative traders, award-winning professionals, and experts in artificial intelligence and big data [2] - The firm aims to become a world-class quantitative investment company and promote the healthy development of quantitative hedge funds in China [2]

Group 1 - The stock price of Yintan Intelligent Control was reported at 9.13 yuan, down 0.44 yuan or 4.60% from the previous trading day [1] - The company focuses on electronic component distribution and semiconductor chip research and development, with a strategic shift towards becoming a semiconductor IDM enterprise [1][2] - In the first half of 2025, the company achieved operating revenue of 2.639 billion yuan, a year-on-year increase of 3.52%, with the chip design and manufacturing segment revenue reaching 213 million yuan [1] Group 2 - The gross margin for the chip design and manufacturing segment increased by 2.05 percentage points to 21.23% [1] - The company invested 56.37 million yuan in R&D during the first half of 2025, a year-on-year increase of 61.83%, focusing on MEMS mirrors and automotive display chip projects [1] - Yintan Intelligent Control has established a multi-specification product matrix in the MEMS mirror business and has received bulk orders in the industrial sector [2]

Core Viewpoint - Beijing Jichuang Beifang Technology Co., Ltd., a leading manufacturer of display driver chips, has officially initiated the listing counseling process for its initial public offering (IPO) on the Sci-Tech Innovation Board, with CITIC Securities as the counseling institution [1]. Group 1: Company Overview - Jichuang Beifang was established in 2008, with a registered capital of 431 million yuan. The legal representative is Zhang Jinfang. Investors include Xiaomi Yangtze River Industry Fund, Huawei Habo Technology, TCL Venture Capital, and Vivo [2]. - In December 2021, Jichuang Beifang secured over 6.5 billion yuan in Series E financing, leading to a valuation exceeding 30 billion yuan [2]. - The company specializes in the research, design, and sales of display chips, including panel display driver chips, LED display driver chips, power management chips, and control chips, covering mainstream display technologies such as LCD, LED, and OLED [3]. Group 2: Market Position and Products - According to TrendForce, Jichuang Beifang holds over 40% market share, ranking first in the LED display driver chip market for 2024. If successful in its IPO, it is expected to become the first stock on the Sci-Tech Innovation Board for all categories of display chips [3]. - The company has served major panel manufacturers such as BOE, TCL Huaxing, and Huike, as well as LED display manufacturers like Leyard, Zhouming Technology, and Absen. Its products are widely used by terminal brands including TCL, LG, Samsung, OPPO, Vivo, and Xiaomi [3]. Group 3: Future Developments - Jichuang Beifang is actively advancing the research and development of automotive display chips and SoC chips, while also expanding into MLED display and silicon-based OLED technologies to broaden its business scope and product line [3]. - In May, the company achieved a breakthrough in the automotive display chip sector with the mass production of the first domestically developed automotive-grade integrated local dimming bridge chip, ICNM7810B, for consumer-grade Mini LED display products [3].