Macro Highlights - The China Securities Regulatory Commission (CSRC) aims to enhance institutional construction and optimize the structure of listed companies, focusing on risk prevention and investor protection [1] - The CSRC emphasizes the importance of listed companies in the capital market and has implemented strict regulations to purify the market ecosystem [1] - The Central Securities Depository and Clearing Company successfully held an online meeting with nearly 30 foreign central bank representatives to discuss investment opportunities in the Chinese bond market [2] Industry Developments - Guangdong Province plans to develop its digital economy, targeting a core industry scale exceeding 440 billion yuan by 2027, with a focus on artificial intelligence and digital transformation [3] - The Chinese Academy of Sciences and the Shanghai Municipal Government signed a cooperation agreement to enhance Shanghai's role as a global technology innovation center [4] - The Hainan Provincial Government and the National Development Investment Corporation signed a strategic cooperation agreement to deepen collaboration in various sectors, including clean energy and digital economy [5] Company News - Moore Threads announced an issuance price of 114.28 yuan per share, with no cumulative bidding inquiry for offline issuance [7] - Pingtan Development and Haixia Innovation have completed stock suspension checks and resumed trading [8][9] - Kela Software has developed a quantum-resistant communication component [10] - ST Lianchuang is in the small-scale testing phase for solid-state battery electrolytes [11] - Heertai is in the business cooperation discussion phase with Moore Threads [12] - Xidian New Energy identifies Tesla as its largest end customer [13] - Lian Micro's silicon wafer shipments continue to reach new highs [14] - Yingtang Intelligent Control's subsidiary is set to undertake MEMS chip customization and module production for the Euromove LBS project [15] - Tianhua New Energy provides products and services for static and micro-pollution control in battery production [16] - Qianyuan High-Tech is facing a proposed acquisition of 20% of its shares by Zhongzhong Group [17] - ST Lian Stone has received a total of 1.238 billion yuan in restructuring investment [18]

Core Viewpoint - The strategic cooperation agreement between Shenzhen Yingtang Aurora Micro Technology Co., Ltd. and Omowei Automotive Electronics aims to commercialize LBS technology in the automotive sector, with a focus on MEMS chip development and module production [1][2][3] Group 1: Strategic Cooperation Details - Shenzhen Aurora Micro will provide competitive pricing and necessary technical support to Omowei, including product selection advice, technical documentation, training services, and after-sales support [1][2] - Omowei plans to launch at least four new LBS products within two years or two products within one year, enhancing product performance and market competitiveness [2] - Both companies will leverage their industry resources to jointly explore domestic and international LBS markets, aiming to expand market share [2] Group 2: Production and Development Capabilities - The company has developed capabilities from MEMS device design and manufacturing to complete LBS system development, with an automated production line for MEMS devices already in place [3] - The collaboration is expected to accelerate the transition of LBS projection technology from research and development to automotive-grade commercialization, promoting large-scale applications in smart automotive optical interaction scenarios [3] - The company aims to strengthen its market position in high-end sensors and smart optics, enhancing its competitive edge in the domestic MEMS sensor field [3]

Core Insights - The company has signed a strategic cooperation framework agreement with Omowei Automotive Electronics to commercialize LBS (Laser Beam Scanning) technology for automotive applications [1][2] - The partnership aims to leverage Omowei's resources in the automotive supply chain to accelerate the transition of LBS projection technology from research and development to automotive-grade commercialization [2] Group 1 - The company's wholly-owned subsidiary, Shenzhen Yingtang Aurora Micro Technology, will undertake the customized development of MEMS chips and module production for Omowei's LBS project [1] - The company has established a complete automated production line for MEMS devices and has achieved mass production capabilities for its 4mm products in the industrial sector [2] Group 2 - The strategic cooperation is expected to enhance the company's competitive position in the smart automotive optical interaction space and solidify its differentiated competitiveness in the domestic MEMS sensor market [2] - The collaboration is anticipated to lay a solid foundation for marketization, increasing the company's market share and industry influence in high-end sensors and smart optical fields [2]

Core Viewpoint - The strategic cooperation between Shenzhen Yingtang Aurora Micro Technology Co., Ltd. and Omowei Automotive Electronics aims to commercialize LBS technology for automotive applications, enhancing the company's position in the intelligent automotive optical interaction market [1][3]. Group 1: Strategic Cooperation - Shenzhen Yingtang Aurora Micro has signed a strategic cooperation framework agreement with Omowei, focusing on the development and production of MEMS chips for LBS projects [1]. - The cooperation is expected to leverage automotive supply chain resources to accelerate the commercialization of LBS projection technology [3]. Group 2: Financial and Operational Aspects - As of now, Shenzhen Aurora Micro has fulfilled a contract amounting to 450,000 yuan for NRE services to Omowei's affiliates [3]. - The company has established a complete automated production line for MEMS devices, enabling large-scale production capabilities [3]. Group 3: Market Position and Future Prospects - The collaboration is anticipated to strengthen the company's competitive edge in the domestic MEMS sensor market and enhance its market share in high-end sensors and intelligent optical fields [3]. - The company aims to occupy a significant position in the intelligent automotive optical interaction sector through its advantages in MEMS device automation and system-level solutions [3].

格隆汇11月20日丨英唐智控(300131.SZ)公布，公司全资子公司深圳市英唐极光微技术有限公司（简 称"深圳极光微"）与欧摩威汽车电子（长春）有限公司（简称"欧摩威"）经过平等协商签署了《战略合 作框架协议》，基于LBS（LaserBeamScanning，激光束扫描，是一种基于MEMS振镜的智能光控制技 术）车载智能光应用商业化落地和未来发展，欧摩威拟将其LBS项目的MEMS芯片的定制开发以及模组 生产等工作交由深圳极光微完成。 产品开发计划：甲方LBS项目立项启动后，乙方承诺在合作期间内，将积极投入资源，并且针对甲方的 需求，后续为其定制开发MEMS芯片，助力甲方在车载领域的发展。具体而言，甲方计划在两年内至少 推出四款，或一年内至少推出两款新型LBS整机产品，以不断提升产品性能和市场竞争力。乙方将积极 配合甲方的产品开发计划，提供必要的技术支持与协助。 在MEMS微振镜项目方面，公司已形成从MEMS器件设计、制造到LBS全套系统开发的能力，并建成完 整的MEMS器件自动化生产线，具备规模化量产能力，目前公司4mm规格产品已在工业领域实现量产。 通过本次与欧摩威的战略合作，公司将依托其在汽车供应链的资 ...

Core Viewpoint - The strategic cooperation between Ying Tang Intelligent Control and Omo Wei Automotive Electronics aims to commercialize LBS technology in the automotive sector, focusing on the development and production of MEMS chips and modules [1][2]. Group 1: Strategic Cooperation - Ying Tang Intelligent Control's subsidiary, Shenzhen Ying Tang Aurora Micro Technology, has signed a strategic cooperation framework agreement with Omo Wei to develop LBS applications for vehicles [1]. - Omo Wei plans to outsource the customized development of MEMS chips and module production for its LBS project to Shenzhen Ying Tang Aurora Micro Technology [1]. Group 2: Product Development Plans - Omo Wei aims to launch at least four new LBS products within two years or at least two within one year to enhance product performance and market competitiveness [1]. - Shenzhen Ying Tang Aurora Micro Technology will provide necessary technical support and assistance for Omo Wei's product development plans [1]. Group 3: MEMS Technology and Market Position - The company has established capabilities in MEMS device design, manufacturing, and complete LBS system development, with an automated production line for MEMS devices already in place [2]. - The collaboration is expected to accelerate the transition of LBS projection technology from research and development to automotive-grade commercialization, promoting large-scale applications in smart automotive optical interaction scenarios [2]. - The company aims to leverage its automated MEMS production line and system-level solutions to secure a position in the smart automotive optical interaction market and strengthen its competitive edge in the domestic MEMS sensor field [2].

Core Viewpoint - The announcement highlights a strategic partnership between Ying Tang Zhi Kong and Omo Wei Automotive Electronics, focusing on the commercialization of LBS technology for automotive applications [1] Group 1: Company Overview - Ying Tang Zhi Kong's subsidiary, Shenzhen Ji Guang Wei, has signed a strategic cooperation framework agreement with Omo Wei [1] - The collaboration will involve the custom development of MEMS chips and module production for Omo Wei's LBS project [1] Group 2: Industry Implications - The partnership aims to leverage LBS (Laser Beam Scanning) technology, which is based on MEMS mirror technology, for intelligent light control in vehicles [1] - This move indicates a growing trend in the automotive industry towards advanced light control technologies, enhancing vehicle safety and functionality [1]

Group 1 - The core point of the article is that Ying Tang Intelligent Control has signed a strategic cooperation framework agreement with Omowei Automotive Electronics to develop MEMS chips for LBS projects [1] - Ying Tang Intelligent Control's revenue composition for 2024 is as follows: 91.31% from electronic distribution, 8.14% from electronic component manufacturing, 0.33% from software and others, and 0.22% from electronic intelligent control [1] - As of the report, Ying Tang Intelligent Control has a market capitalization of 12.9 billion yuan [1]

Core Viewpoint - The announcement indicates a strategic partnership between Shenzhen Yingtang Aurora Micro Technology Co., Ltd. and Omniview Automotive Electronics (Changchun) Co., Ltd. for the development and production of MEMS chips and modules, although it is a preliminary framework agreement and does not specify financial details, thus expected to have no significant impact on the company's 2025 performance [1] Group 1 - Shenzhen Yingtang Aurora Micro Technology Co., Ltd. has signed a strategic cooperation framework agreement with Omniview Automotive Electronics (Changchun) Co., Ltd. [1] - The agreement involves the custom development and module production of MEMS chips for Omniview's LBS project [1] - The framework agreement is preliminary and does not involve specific financial amounts [1] Group 2 - The expected impact of the agreement on the company's operating performance in 2025 is not significant [1]

Core Viewpoint - The semiconductor manufacturing industry is characterized by heavy assets and long cycles, and the company aims to build competitive barriers in MEMS chip manufacturing while expanding its product categories to drive order growth and achieve stable long-term development [1] Group 1 - The company emphasizes a grounded approach to its operations, focusing on deepening and refining its capabilities in the semiconductor sector [1] - The company plans to continue enriching and expanding its product categories to enhance order growth [1] - The company is committed to achieving stable long-term development through these strategies [1]