Core Viewpoint - The company, Minxin Co., has indicated that its MEMS sensor products are widely used in consumer electronics such as smartphones, tablets, laptops, smart home devices, and wearables, and are gradually expanding into automotive and medical fields [1] Group 1: Product Applications - The MEMS sensor products are utilized in various consumer electronics [1] - The company is expanding the application of its products into automotive and medical sectors [1] Group 2: Business Performance - The company will strictly adhere to relevant regulations and fulfill information disclosure obligations regarding its business performance [1]

证券代码：688286 证券简称：敏芯股份 公告编号：2026-002 苏州敏芯微电子技术股份有限公司 董事兼高级管理人员减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 董事持有的基本情况 本次减持计划实施前，苏州敏芯微电子技术股份有限公司（以下简称"公司"） 董事、副总经理、核心技术人员梅嘉欣先生直接持有公司股份 1,670,430 股，占 公司总股本比例为 2.98%（以该减持计划出具日时的总股本计算），上述股份中 1,658,930 股为公司首次公开发行前取得的股份，并已于 2023 年 8 月 10 日解除 限售并上市流通，11,500 股为公司 2020 年限制性股票激励计划归属所取得的股 份，并已于 2021 年 12 月 3 日起上市流通。 减持计划的实施结果情况 2025 年 12 月 15 日，公司披露了《苏州敏芯微电子技术股份有限公司董事 兼高级管理人员减持股份计划公告》（公告编号：2025-066），公司董事、副总 经理、核心技术人员梅嘉欣先生拟自减持股份 ...

Group 1 - The core viewpoint of the article is that the company, Minxin Co., Ltd., is expanding its MEMS sensor applications beyond consumer electronics into automotive and medical fields, while addressing investor concerns about its product specifications and performance in aerospace [1] - The company’s MEMS sensors are currently widely used in consumer electronics such as smartphones, tablets, laptops, smart home devices, and wearables [1] - The company assures investors that it will comply with information disclosure obligations regarding its operational performance in a timely manner [1]

Core Viewpoint - The article discusses the performance of the Zhongzheng 1000 ETF Enhanced (561280), highlighting its opening price and the performance of its major holdings since its inception on August 31, 2023, which has yielded a return of 57.53% [1]. Group 1: ETF Performance - The Zhongzheng 1000 ETF Enhanced (561280) opened at 1.578 yuan, experiencing a decline of 0.19% [1]. - Since its establishment on August 31, 2023, the fund has achieved a return of 57.53% [1]. - The fund's performance over the past month has been a return of 6.26% [1]. Group 2: Major Holdings - Major stocks in the fund include: - Boqian New Materials, which opened with an increase of 0.68% [1]. - Haoyuan Pharmaceutical, which rose by 0.78% [1]. - Yingjixin, which increased by 0.56% [1]. - Caixun Co., which saw a slight increase of 0.08% [1]. - Jinma Leisure, which rose by 0.41% [1]. - Panjiang Co., which remained unchanged [1]. - Jindawei, which decreased by 0.10% [1]. - Yiyuan Communication, which increased by 0.43% [1]. - Minxin Co., which remained unchanged [1]. - Nami Technology, which rose by 0.34% [1]. [1]

证券代码：688286 证券简称：敏芯股份 公告编号：2026-001 苏州敏芯微电子技术股份有限公司 公司 2022 年股票期权激励计划预留授予部分第一个行权期可行权数量为 27,441 份，行权期为 2025 年 4 月 30 日-2026 年 4 月 9 日（行权日须为交易 日）。2025 年第四季度累计行权并完成股份登记数量为 924 股，占本次可行权 总量的 3.37%；截至 2025 年 12 月 31 日，累计行权并完成登记数量为 25,163 股，占本次可行权总量的 91.70%。 公司 2022 年股票期权激励计划首次授予部分第二个行权期可行权数量为 108,596 份，行权期为 2025 年 5 月 23 日-2026 年 5 月 1 日（行权日须为交易 日）。2025 年第四季度累计行权并完成股份登记数量为 15,816 股，占本次可行 权总量的 14.56%；截至 2025 年 12 月 31 日，累计行权并完成登记数量为 103,804 股，占本次可行权总量的 95.59%。 本次行权股票上市流通时间 公司本次行权采用自主行权模式，激励对象行权所得股票于行权日（T 日）后的第一个交易 ...

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 Insights - The MEMS micro-nano manufacturing components industry is experiencing rapid growth due to increased penetration in consumer electronics, automotive electronics, industrial automation, and healthcare sectors, with the global market expected to reach 7.3 billion yuan by 2025 and 7.7 billion yuan by 2026 [1][5][10] Industry Definition and Classification - MEMS (Micro-Electro-Mechanical Systems) combines electronic and mechanical technologies to create devices at micro or nano scales, enabling smart and integrated systems [2][3] - Key components include sensors, acoustic modules, optical modules, pressure sensors, and inertial sensors, characterized by miniaturization, integration, and mass production [3][4] Current Industry Status - The MEMS micro-nano manufacturing components market is expanding, driven by technological advancements and increasing demand for miniaturized and intelligent devices [4][5] - The largest segment within this market is sensors, followed by acoustic modules, with significant growth projected in various subcategories [5] Industry Chain - The upstream of the MEMS industry includes high-grade metals, silicon-based materials, polymers, and precision equipment, with high technical barriers and reliance on imports for some high-end materials [6] - The midstream focuses on the production of MEMS components, characterized by high technology barriers and added value [6] - The downstream applications span aerospace, automotive, biomedical, and consumer electronics sectors [6] Competitive Landscape - The MEMS micro-nano manufacturing components market in China is primarily dominated by foreign companies, with domestic firms accelerating their efforts to replace imports and enhance core technologies [7] - Key players include AAC Technologies, Huazhong University of Science and Technology, Goertek, and others, with ongoing advancements in various segments [7][8] Development Trends - The MEMS industry is evolving towards micro-nano precision manufacturing of integrated functional components, emphasizing miniaturization, integration, and mass production [9][10] - Future growth is anticipated as technological advancements lower production costs and expand applications across various sectors, including IoT, consumer electronics, and automotive industries [10]

Core Viewpoint - The company aims to build a MEMS platform ecosystem driven by core technology, emphasizing that competition in a single product category is fundamentally a competition of technical points, while platform competition involves system capabilities and ecological synergy [1] Group 1 - The company's strategy is not merely about stacking products but focuses on deep integration of underlying technologies and mutual empowerment [1] - The goal is to capture system-level opportunities in multi-sensor fusion for future intelligent applications [1]

证券代码：688286 证券简称：敏芯股份 公告编号：2025-067 苏州敏芯微电子技术股份有限公司 关于变更签字注册会计师的公告 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、准确性和完整性依法承担法律责任。 苏州敏芯微电子技术股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第四届董事会第八次会议，于 2025 年 9 月 25 日召开 2025 年第二次临时 股东大会，审议通过了《关于变更会计师事务所的议案》，同意聘任致同会计师 事务所（特殊普通合伙）（以下简称"致同"）担任公司 2025 年度财务审计机构 及内部控制审计机构。具体内容详见公司于 2025 年 8 月 29 日在上海证券交易所 网站（www.sse.com.cn） 披露的《关于变更会计师事务所的公告》（公告编号： 2025-045）。 近日，公司收到致同出具的《关于变更公司签字注册会计师的告知函》，现 将相关变更情况公告如下： 一、 本次签字会计师变更的基本情况 致同作为公司 2025 年度财务审计机构及内部控制审计机构，原委派赵奉忠 先生、陈东升先生作为签字 ...

Core Viewpoint - The article highlights the significant growth and development of the MEMS (Micro-Electro-Mechanical Systems) industry in China, particularly focusing on the achievements of Minxin Co., which has become a leading player in the MEMS sensor market, producing 100 million sensors monthly and accumulating over 5 billion units shipped, equating to an average of 3 sensors per person in China [1][1][1] Group 1: Company Development - Minxin Co. was founded in 2007 when there were no domestic MEMS wafer foundries in China, and it has since evolved into a leader in the MEMS sensor market, becoming the first MEMS chip stock in China in 2020 [1][1] - The company has diversified its product offerings to include acoustic sensors, pressure sensors, inertial sensors, and posture sensors, which are widely used in consumer electronics, smart vehicles, industrial control, and medical markets [1][1] - Minxin Co. ranks fourth globally in MEMS microphone shipments and third in MEMS acoustic sensor chip shipments [1][1] Group 2: Product Innovation - The company aims to produce world-class products, with some of its small category products already achieving world-leading technology levels, such as a 70dB high signal-to-noise ratio MEMS microphone and a six-dimensional force sensor for humanoid robots [1][1] - In 2024, the company plans to invest over 80 million yuan in R&D, accounting for 16.01% of its revenue, to enhance its capabilities in MEMS sensor chip design, wafer manufacturing, packaging, and testing [1][1] Group 3: Customer Relationships - Minxin Co. collaborates with high-quality clients such as Samsung, Xiaomi, and OPPO, which helps the company to refine its product quality and R&D direction, creating a positive feedback loop for product development [1][1] - The company is planning to develop an 80dB silicon microphone, anticipating future customer demands for higher signal-to-noise ratios [1][1] Group 4: Industry Positioning - Minxin Co. has played a crucial role in establishing the MEMS production capability in China, contributing to the creation of the first MEMS wafer foundry through collaboration with national projects [1][1] - The company aims to become a platform enterprise that covers all sensor needs for mobile devices, expanding its product line and downstream application areas [1][1] Group 5: Future Strategy - The company has a clear strategic plan for the next five years, focusing on technology reserves in emerging industries such as humanoid robots, smart wearables, and the Internet of Things [1][1] - Minxin Co. plans to avoid homogenization through mergers and acquisitions of quality targets and is actively considering global expansion to meet future supply chain demands from overseas clients [1][1]