证券代码：300131 证券简称：英唐智控 深圳市英唐智能控制股份有限公司 投资者关系活动记录表 | 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） | | | | 华福证券、浩期资产、长城基金、东方基金、东方阿尔法基金、太平 | | | 参与单位名称 | 资产、太平养老保险股份有限公司、天弘基金管理有限公司、信达澳 | | | | 亚基金、大成基金 | | | 时间 | 2025年11月26日 | | | 地点 | 电话会议 | | | | 英唐智控董事长：胡庆周先生 | | | | 英唐智控总经理：蒋伟东先生 英 | | | 接待人员姓名 | 唐智控董事会秘书：李昊先生 | | | | 光隆集成实控人：彭晖先生 | | | | 光隆集成总经理：陈春明先生 一、基本情况介绍 | | | 投资者关系活动主要内容 | 公司董事长胡庆周先生为投资者介绍了英唐智控的发展历程及发 | | | | 展 ...

思瑞浦 20251126 摘要 奥拉股份在时钟芯片领域已赶超国际龙头，去抖动指标优于竞争对手 30%-40%，并已成为国内核心通讯设备厂商的重要供应商，累计出货 超 1.4 亿颗，质量控制在 5DPPM 以下。 奥拉股份是国内首家获得 AMD 全套产品认证并进入其参考设计体系的 电源管理芯片企业，与安森美达成技术授权协议，向海外市场销售产品， 提升了笔记本电脑的续航能力。 奥拉股份聚焦高性能时钟、电源管理及 MEMS 传感器，致力于满足车规 和工业级别要求，并拓展消费类应用市场，逐步实现 MEMS 传感器量产 出货。 奥拉通过技术授权模式拓展海外市场，国内市场由奥拉品牌直接销售， 海外市场则通过合作伙伴品牌和供应链进行销售，加速产品进入海外市 场。 思瑞浦并购奥拉有助于提升硬科技属性，聚焦新质生产力方向，增强信 号链产品布局，扩展高壁垒蓝海品类，加快规模扩张并增加差异化竞争 力。 Q&A 请介绍一下奥拉股份的基本情况及其主要业务。 奥拉能够吸引 AMD 等国际龙头企业并快速建立合作，主要原因在于其卓越的 产品和技术能力。目前，奥拉是全球唯二通过 AMD 最新一代 CPU 平台（美杜 莎平台）认证并进入参考设计 ...

《股权收购意向协议》约定，思瑞浦拟通过发行股份及/或支付现金的方式，购买上述9名股东所持奥拉 股份的股权。 工商信息显示，Hong Kong Aura Investment Co.Limited等9名股东，合计持有奥拉股份86.12%的股权。 （原标题：重大资产重组！思瑞浦筹划购买奥拉股份股权 股票今起停牌） 【导读】思瑞浦筹划购买奥拉股份股权，计划自11月26日开市起停牌 11月25日晚间，思瑞浦发布公告称，公司拟以发行股份及/或支付现金的方式，购买宁波奥拉半导体股 份有限公司（以下简称奥拉股份）股权并募集配套资金，可能构成重大资产重组。 思瑞浦的股票及可转债计划自11月26日起停牌，预计停牌时间不超过10个交易日。截至11月25日收盘， 思瑞浦股价报148.18元/股，涨幅为1.37%，总市值为204.2亿元。 与标的公司主要股东签订意向协议 公告显示，思瑞浦已与奥拉股份的主要股东Hong Kong Aura Investment Co. Limited、海南璞愿投资合伙 企业（有限合伙）、Ideal Kingdom Limited、宁波奥吉芯企业管理合伙企业（有限合伙）、宁波奥如芯 企业管理合伙企业（有 ...

（原标题：688536，重大资产重组） 【导读】思瑞浦筹划购买奥拉股份股权，计划自11月26日开市起停牌 交易或提升主业竞争力 思瑞浦近年来业绩波动较大 思瑞浦的股票及可转债计划自11月26日起停牌，预计停牌时间不超过10个交易日。截至11月25日收盘， 思瑞浦股价报148.18元/股，涨幅为1.37%，总市值为204.2亿元。 与标的公司主要股东签订意向协议 公告显示，思瑞浦已与奥拉股份的主要股东Hong Kong Aura Investment Co. Limited、海南璞愿投资合伙 企业（有限合伙）、Ideal Kingdom Limited、宁波奥吉芯企业管理合伙企业（有限合伙）、宁波奥如芯 企业管理合伙企业（有限合伙）、宁波奥意芯企业管理合伙企业（有限合伙）、Key Brilliance Limited 、Light Brilliance Limited、Win Aiming Limited签署《股权收购意向协议》。 《股权收购意向协议》约定，思瑞浦拟通过发行股份及/或支付现金的方式，购买上述9名股东所持奥拉 股份的股权。 工商信息显示，Hong Kong Aura Investment Co.L ...

与标的公司主要股东签订意向协议 公告显示，思瑞浦已与奥拉股份的主要股东Hong Kong Aura Investment Co. Limited、海南璞愿投资合伙 企业（有限合伙）、Ideal Kingdom Limited、宁波奥吉芯企业管理合伙企业（有限合伙）、宁波奥如芯 企业管理合伙企业（有限合伙）、宁波奥意芯企业管理合伙企业（有限合伙）、Key Brilliance Limited、Light Brilliance Limited、Win Aiming Limited签署《股权收购意向协议》。 【导读】思瑞浦筹划购买奥拉股份股权，计划自11月26日开市起停牌 中国基金报记者 闻言 11月25日晚间，思瑞浦发布公告称，公司拟以发行股份及/或支付现金的方式，购买宁波奥拉半导体股 份有限公司（以下简称奥拉股份）股权并募集配套资金，可能构成重大资产重组。 思瑞浦的股票及可转债计划自11月26日起停牌，预计停牌时间不超过10个交易日。截至11月25日收盘， 思瑞浦股价报148.18元/股，涨幅为1.37%，总市值为204.2亿元。 | 证券代码:688536 | 证券简称:思瑞浦 公告编号:2025-071 | ...

【导读】思瑞浦筹划购买奥拉股份股权，计划自 11 月 26 日开市起停牌 中国基金报记者 闻言 11 月 25 日晚间，思瑞浦发布公告称，公司拟以发行股份及 / 或支付现金的方式，购买宁波 奥拉半导体股份有限公司（以下简称奥拉股份）股权并募集配套资金，可能构成重大资产重 组。 与标的公司主要股东签订意向协议 思瑞浦的股票及可转债计划自 11 月 26 日起停牌，预计停牌时间不超过 10 个交易日。截至 11 月 25 日收盘，思瑞浦股价报 148.18 元 / 股，涨幅为 1.37% ，总市值为 204.2 亿 元。 公告显示，思瑞浦已与奥拉股份的主要股东 Hong Kong Aura Investment Co. Limited 、 海南璞愿投资合伙企业（有限合伙）、 Ideal Kingdom Limited 、宁波奥吉芯企业管理合伙 企业（有限合伙）、宁波奥如芯企业管理合伙企业（有限合伙）、宁波奥意芯企业管理合伙 企业（有限合伙）、 Key Brilliance Limited 、 Light Brilliance Limited 、 Win Aiming Limited 签署《股权收购意向协议》。 | ...

Core Viewpoint - The stock of Ruichuang Micro-Nano has experienced fluctuations, with a year-to-date increase of 62.31% but a recent decline in the last five and twenty trading days [1][2]. Financial Performance - For the period from January to September 2025, Ruichuang Micro-Nano achieved a revenue of 4.086 billion yuan, representing a year-on-year growth of 29.72% [2]. - The net profit attributable to shareholders for the same period was 707 million yuan, reflecting a year-on-year increase of 46.21% [2]. Stock and Market Activity - As of November 25, the stock price was 76.04 yuan per share, with a market capitalization of approximately 34.996 billion yuan [1]. - The trading volume on November 25 was 243 million yuan, with a turnover rate of 0.68% [1]. - The stock has seen a net inflow of 58,500 yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 4.51% to 14,400, while the average circulating shares per person decreased by 3.63% to 31,954 shares [2][3]. - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among them [3]. Business Overview - Ruichuang Micro-Nano, established in December 2009 and listed in July 2019, specializes in the design and manufacturing of specialized integrated circuits, MEMS sensors, and infrared imaging products [1]. - The company's main business revenue composition includes 94.48% from infrared thermal imaging and optoelectronic business, 2.94% from microwave radio frequency business, and 2.59% from other sources [1]. Industry Position - The company is classified under the defense and military industry, specifically in military electronics, and is involved in various concept sectors such as military-civil integration, unmanned driving, aerospace military, security, and automotive electronics [1].

Core Viewpoint - Suzhou Goodwill is actively engaged in the semiconductor and new materials sectors, making strategic investments and establishing a presence in various segments of the semiconductor industry, including chip design, manufacturing, and sales [1] Group 1: Business Segments - The company operates primarily in two main areas: semiconductors and new materials [1] - It has made investments either directly or through funds, focusing on the semiconductor supply chain [1] Group 2: Subsidiaries and Operations - Suzhou Minghao specializes in MEMS sensor chip design, process development, packaging, testing, and system solutions [1] - Suzhou Dexin is focused on chip manufacturing [1] - Laifeli is engaged in the design and manufacturing of optoelectronic analog/digital integrated circuits, holding independent intellectual property rights in the field of optoelectronic sensor research and design [1] - Main products include integrated infrared proximity and ambient light sensors [1]

Core Insights - The stock price of Ruichuang Micro-Nano increased by 2.09% on November 19, reaching 79.99 CNY per share, with a total market capitalization of 36.814 billion CNY [1] - The company has seen a year-to-date stock price increase of 70.74% and a recent 5-day increase of 4.07% [1] Financial Performance - For the period from January to September 2025, Ruichuang Micro-Nano reported a revenue of 4.086 billion CNY, representing a year-on-year growth of 29.72% [2] - The net profit attributable to shareholders for the same period was 707 million CNY, reflecting a year-on-year increase of 46.21% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 4.51% to 14,400, while the average circulating shares per person decreased by 3.63% to 31,954 shares [2] - The company has distributed a total of 331 million CNY in dividends since its A-share listing, with 199 million CNY distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 20.1484 million shares, an increase of 6.9823 million shares from the previous period [3] - The top ten circulating shareholders include various funds, with notable changes in holdings among them, such as a decrease in shares held by the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF [3]

Core Viewpoint - RuiChuang Micro-Nano's stock price has shown significant volatility, with a year-to-date increase of 68.03%, while recent trading patterns indicate mixed performance in the short term [1][2]. Financial Performance - For the period from January to September 2025, RuiChuang Micro-Nano achieved a revenue of 4.086 billion yuan, representing a year-on-year growth of 29.72% [2]. - The net profit attributable to shareholders for the same period was 707 million yuan, reflecting a year-on-year increase of 46.21% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for RuiChuang Micro-Nano increased by 4.51% to 14,400, while the average circulating shares per person decreased by 3.63% to 31,954 shares [2]. - The company has distributed a total of 331 million yuan in dividends since its A-share listing, with 199 million yuan distributed over the past three years [3]. Stockholder Composition - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 20.1484 million shares, an increase of 6.9823 million shares from the previous period [3]. - The sixth-largest circulating shareholder, Harvest SSE STAR 50 ETF, holds 8.2718 million shares, a decrease of 380,500 shares from the previous period [3]. - The ninth-largest circulating shareholder, Southern Military Reform Flexible Allocation Mixed A, increased its holdings by 1.11 million shares to 5.9749 million shares [3].