证券代码：301413 证券简称：安培龙 础上，公司将制定科学合理的分红方案，保证投资者分享公司的发展成果。 问题 6：公司 2026 年是否会进行员工股权激励？ | 上市公司接待人员 | 董事长、总经理 | 邬若军 | 先生 | | --- | --- | --- | --- | | 姓名 | 董事、副总经理、董事会秘书 | 张延洪 | 先生 | | | 证券事务代表、投资者关系总监 | 彭碧泳 | 女士 | | | 问题 1：请介绍一下公司 MEMS 压力传感器经营情况。 | | | | | 回复：公司 压力传感器，其主要是在硅片上生成的微机电传感 MEMS | | | | | 器，采用半导体工艺将四个以上电阻集成在单晶硅或者扩散硅膜片上，形成 | | | | | 惠斯通电桥，制成硅压阻芯片。公司的 压力传感器主要应用于汽车 | MEMS | | | | 以及家电等领域。在汽车应用场景主要包括汽车车身及舒适系统（侧边气囊 | | | | | 压力传感器）、底盘及制动系统（空气悬架压力传感器、真空助力压力传感 | | | | | 器）、动力及传动系统（EGR 压差传感器、TMAP 进气 | 压差传感器、GP ...

Core Viewpoint - The company has confirmed that its MEMS sensor packaging and testing production line has reached the intended operational status, and the products from this project can be utilized in various applications, including potentially providing "electronic noses" for embodied intelligent robots [1]. Group 1 - The fundraising project for the MEMS sensor packaging and testing line includes various products such as MEMS gas sensors and MEMS pressure sensors [1]. - The products from the MEMS sensor production line are applicable in multiple downstream sectors [1].

Core Viewpoint - Wanxun Automation (300112) has highlighted the diverse applications of its pressure sensors across various industries, emphasizing their significance in sectors such as oil, chemicals, power, metallurgy, nuclear power, energy, environmental protection, pharmaceuticals, paper making, food, brewing, fire safety, security, aerospace, light industry materials, and municipal services [1] Industry Applications - The company's pressure sensors are primarily utilized in the following fields: oil, chemicals, power, metallurgy, nuclear power, energy, environmental protection, pharmaceuticals, paper making, food, brewing, fire safety, security, aerospace, light industry materials, and municipal services [1] - In the aerospace sector, the single crystal silicon transmitters are used for fuel filling system level detection and pipeline pressure monitoring, while MEMS pressure sensors are employed for environmental monitoring in aviation gas supply systems [1]

Group 1 - The core viewpoint of the news is that Minxin Technology Co., Ltd. has shown a mixed performance in stock trading, with a slight increase in stock price but significant fluctuations in trading volume and shareholder structure [1][2]. - As of January 5, the stock price of Minxin Technology increased by 2.04% to 80.56 CNY per share, with a total market capitalization of 4.515 billion CNY [1]. - The company reported a revenue of 464 million CNY for the first nine months of 2025, representing a year-on-year growth of 37.73%, and a net profit of 36.55 million CNY, which is a 175.99% increase compared to the previous year [2]. Group 2 - The main business of Minxin Technology includes the research and sales of MEMS sensors, with revenue contributions from MEMS pressure sensors (43.83%), MEMS acoustic sensors (37.09%), packaging technology solutions (12.43%), and MEMS inertial sensors (6.50%) [1]. - The number of shareholders increased to 9,762 as of September 30, 2025, which is a 34.56% rise from the previous period, while the average circulating shares per person decreased by 25.64% to 5,740 shares [2]. - The company has not distributed any dividends in the last three years, with a total payout of 16.74 million CNY since its A-share listing [3].

Core Viewpoint - Minxin Co., Ltd. is experiencing ongoing challenges, including stock price decline and consistent insider selling, raising concerns about the company's future prospects and internal confidence in its valuation [1][12]. Group 1: Stock Performance and Insider Selling - Minxin Co., Ltd. has been in a state of stock price decline since its IPO on August 10, 2020, with a significant drop of 16.24% the day after listing, and it has remained below its IPO price ever since [3][6]. - The company has seen regular insider selling, with the latest announcement from core technical personnel, Mei Jiaxin, planning to reduce his stake by 0.3925%, which represents 13% of his holdings [1][12]. - The stock ownership structure has become increasingly fragmented, with the top ten shareholders' ownership dropping from 53.16% at the end of 2022 to 38.63% by the third quarter of 2025 [11]. Group 2: Financial Performance and Profitability - The company has reported net losses for three consecutive fiscal years, totaling 192 million yuan, indicating significant financial pressure [2][17]. - Despite an increase in sales volume of MEMS acoustic sensors from 363 million units in 2020 to 513 million units in 2024, revenue from this segment has decreased from 291 million yuan to 241 million yuan, reflecting a decline in average selling price [15]. - The MEMS pressure sensor business is expected to see substantial growth in 2024, with a projected revenue increase of 151% to 212 million yuan, although this comes with a significant drop in product prices [16]. Group 3: Strategic Focus and Market Position - Initially, the company focused on MEMS acoustic sensors, which accounted for over 88% of total revenue at the time of its IPO, but the performance has not met expectations [14]. - The company has shifted its strategic focus towards MEMS pressure sensors, with ongoing investments in related projects totaling approximately 1.09 billion yuan [16]. - The average selling price of MEMS pressure sensors has halved from 1.08 yuan per unit to 0.47 yuan within a year, raising questions about the sustainability of this growth strategy [16].

Smart Driving - Changan Automobile expects to conduct L3 autonomous driving pilot applications with its subsidiary, Changan Car Networking Technology, in the first quarter of 2026, with plans to expand L3 capabilities to models priced at 150,000 yuan [1] - Ultrasonic Electronics has printed circuit board products that are utilized in the autonomous and smart driving sectors [1] Photoresist - Qicai Chemical's subsidiary has achieved mass production and external sales of a 600 tons/year high-performance photoresist series product [1] - Yake Technology is currently validating some of its photoresist products with customers [1] Aerospace - Sanwei Tiandi has important clients in the aerospace sector, including China Aerospace Science and Technology Corporation [1] - Huashu High-Tech's 3D printing equipment is widely used in the aerospace field [1] Robotics - Ningbo Huaxiang officially began production of the Zhiyuan Expedition series robots on July 1 [1] - Duolun Technology holds a 1.57% stake in Zhongqing Robotics through the Xingxin Fund [1] Communication - Zhongbei Communication currently operates a computing power scale exceeding 17,000 P [1] - ZTE is deeply involved in the global 6G standardization process [1] - Jinbei Electric has some products indirectly supplied to relevant nuclear fusion research institutions for preliminary research [1] - Shengyang Technology's subsidiary FTA has signed a cooperation agreement for a South American project with the world's largest satellite company [1] - Suoao Sensor has achieved large-scale pre-installation supply of MEMS pressure sensors for the automotive sector [1] - Tian'ao Electronics currently has a low revenue proportion from products related to low-orbit satellites [1] - Boya Precision currently collaborates with Siemens mainly in supply chain cooperation [1] - Wanma Technology has not yet reached a cooperation agreement with Huawei [1]

格隆汇12月16日丨苏奥传感(300507.SZ)在投资者互动平台表示，公司MEMS压力传感器已实现车 用领域规模化前装供货，拥有相关技术储备与产品方案，未来公司也将持续关注核心领域发展机会。 ...

每经AI快讯，苏奥传感（300507.SZ）12月16日在投资者互动平台表示，公司MEMS压力传感器已实现 车用领域规模化前装供货，拥有相关技术储备与产品方案，未来公司也将持续关注核心领域发展机会。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the news is that Minxin Microelectronics has seen a significant increase in its stock price, rising by 5.16% to 82.32 CNY per share, with a trading volume of 165 million CNY and a turnover rate of 3.68%, resulting in a total market capitalization of 4.613 billion CNY [1] - Minxin Microelectronics, established on September 25, 2007, and listed on August 10, 2020, specializes in the research and sales of MEMS sensor products, with its main revenue sources being MEMS pressure sensors (43.83%), MEMS acoustic sensors (37.09%), packaging technology solutions (12.43%), MEMS inertial sensors (6.50%), and others (0.15%) [1] Group 2 - Dachen Fund has a significant holding in Minxin Microelectronics, with its Dachen CSI 360 Internet+ Index A fund (002236) holding 163,800 shares, accounting for 1.02% of the fund's net value, ranking as the tenth largest holding [2] - The Dachen CSI 360 Internet+ Index A fund has achieved a return of 40.67% year-to-date, ranking 799 out of 4207 in its category, and a one-year return of 40.19%, ranking 769 out of 4009 [2] Group 3 - The fund manager of Dachen CSI 360 Internet+ Index A is Xia Gao, who has been in the position for nearly 11 years, managing a total asset size of 2.494 billion CNY, with the best fund return during his tenure being 231.77% and the worst being -71.74% [3]

Group 1 - The core viewpoint of the article highlights that Minxin Co., Ltd. experienced significant growth in revenue from MEMS pressure sensors in the third quarter, while revenue from packaging technology solutions saw a decline due to project delivery progress and customer acceptance confirmation [1] Group 2 - In the third quarter, revenue from MEMS pressure sensors showed a noticeable increase on a quarter-over-quarter basis [1] - Revenue from packaging technology solutions decreased on a quarter-over-quarter basis, indicating a reliance on project timelines and customer acceptance for revenue recognition [1]