Group 1 - The stock of Minxin Co., Ltd. (688286) shows a weak overall score of 41.48 as of April 2, 2025 [1] - The main cost analysis indicates a current price of 72.11 yuan, with a 5-day cost of 70.62 yuan and a 20-day cost of 76.29 yuan [1][2] - The stock has experienced 2 instances of hitting the upper limit and no instances of hitting the lower limit in the past year [1] Group 2 - The stock price has broken through the short-term resistance level, indicating potential short-term strength, while the medium-term trend remains unclear [2] - The K-line pattern shows a "Bullish Engulfing" signal, suggesting possible upward movement from the bottom, continuation in the middle, and a composite top signal at the peak [2] - As of April 2, 2025, the net inflow of main funds is 20.74 million yuan, accounting for 17% of the total trading volume, with significant inflows from large orders [2][3] Group 3 - The recent financial data shows an earnings per share of -0.23 yuan and a sales gross margin of 23.013% [3] - The stock is associated with sectors such as semiconductors (-0.23%), artificial intelligence (0.35%), and the Internet of Things (0.22%) [3]

关于 2022 年股票期权激励计划 2025 年第一季度 自主行权结果暨股份变动公告 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。 证券代码：688286 证券简称：敏芯股份 公告编号：2025-008 苏州敏芯微电子技术股份有限公司 重要内容提示： 本次行权数量 公司 2022 年股票期权激励计划首次授予部分第一个行权期可行权数量为 103,625 份，行权期为 2024 年 6 月 7 日-2025 年 5 月 1 日（行权日须为交易 日）。2025 年第一季度累计行权并完成股份登记数量为 3,775 股，占本次可行权 总量的 3.64%；截至 2025 年 3 月 31 日，累计行权并完成登记数量为 103,625 股，占本次可行权总量的 100%，公司 2022 年股票期权激励计划首次授予部分 第一个行权期已全部行权完毕。 本次行权股票上市流通时间 2、2022 年 10 月 29 日至 2022 年 11 月 8 日，公司将激励对象姓名和职务在 公司内部张贴进行了公示。在公示期内，公司监事会未接到与本激励计划拟 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2025-007 苏州敏芯微电子技术股份有限公司 关于合伙企业变更执行事务合伙人暨持股 5%以上股 东权益变动的提示性公告 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。 重要内容提示： 本次权益变动系苏州敏芯微电子技术股份有限公司（以下简称"公司"） 控股股东、实际控制人原一致行动人苏州昶众企业管理咨询中心（有限合伙）（以 下简称"苏州昶众"）、苏州昶恒企业管理咨询企业（有限合伙）（以下简称"苏 州昶恒"）变更执行事务合伙人从而解除一致行动关系，所持有公司的股份不再 合并计算以及因公司限制性股票激励计划股票归属登记、以简易程序向特定对象 发行股票新增股份登记托管、股票期权激励计划行权登记导致持股比例被动稀释 所引起，不涉及股东持有公司股份数量的变动； 鉴于苏州昶众之执行事务合伙人已由李刚先生变更为江景女士，苏州昶 恒之执行事务合伙人已由李刚先生变更为庄瑞芬女士，李刚先生不再控制苏州昶 众、苏州昶恒，苏州昶众、苏州昶恒与公司控股股东、实际控制人李刚先生的一 致行动关系解 ...

苏州敏芯微电子技术股份有限公司 简式权益变动报告书 上市公司名称：苏州敏芯微电子技术股份有限公司 股票上市地点：上海证券交易所 股票简称：敏芯股份 股票代码：688286 信息披露义务人一：李刚 住所：上海市黄浦区 通讯地址：中国（江苏）自由贸易试验区苏州片区苏州工业园区旺家浜巷 8 号 信息披露义务人二：苏州昶众企业管理咨询中心（有限合伙） 住所：苏州工业园区独墅湖科教创新区（东区）东石泾港路 2 号润港产业园 6 号楼 10 层（1002）室 通讯地址：苏州工业园区独墅湖科教创新区（东区）东石泾港路 2 号润港产 业园 6 号楼 10 层（1002）室 信息披露义务人三：苏州昶恒企业管理咨询企业（有限合伙） 住所：苏州工业园区独墅湖科教创新区（东区）东石泾港路 2 号润港产业园 6 号楼 10 层（1002）室 通讯地址：苏州工业园区独墅湖科教创新区（东区）东石泾港路 2 号润港产 业园 6 号楼 10 层（1002）室 股份变动性质：本次权益变动系公司控股股东、实际控制人原一致行动人苏 州昶众企业管理咨询中心（有限合伙）、苏州昶恒企业管理咨询企业（有限 合伙）变更执行事务合伙人从而解除一致行动关系，所持 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2025-006 苏州敏芯微电子技术股份有限公司 股东减持股份结果公告 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： 大股东持股的基本情况 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"） 股东中新苏州工业园区创业投资有限公司（以下简称"中新创投"）持有公司股 份 3,331,023 股，占公司总股本比例为 5.9502%（以该减持计划出具日时的总股 本计算）。上述股份全部为公司首次公开发行前取得的股份，并已于 2021 年 8 月 10 日解除限售并上市流通。 2025 年 3 月 4 日，公司收到股东中新创投发来的《关于减持实施情况的告 知函》，截至 2025 年 3 月 4 日，中新创投通过大宗交易合计减持公司股份 831,700 股，减持股份数量占公司总股本的比例达到 1.4855%（以最新的总股本 55,989,193 股计算）。本次减持计划实施完成，现将减持情况公告如下： | 一、减持主体减持前基本情况 | ...

Financial Performance - The company achieved total operating revenue of CNY 505.88 million, a year-on-year increase of 35.75%[3] - The net profit attributable to the parent company was a loss of CNY 34.90 million, a reduction in loss of CNY 6.69 million compared to the previous year[5] - The total assets at the end of the reporting period were CNY 1,211.79 million, a decrease of 1.12% from the beginning of the period[3] - The equity attributable to the parent company decreased by 3.86% to CNY 1,027.46 million[3] - The company’s basic earnings per share improved to -CNY 0.63, an increase of CNY 1.27 per share compared to the previous year[8] - The weighted average return on net assets increased by 6.87 percentage points during the reporting period[8] Product Profitability - The company reported a significant improvement in product profitability, with the overall sales volume and gross margin increasing[6] - The gross margin for products reached a two-year high in Q3 and Q4 of 2024, driven by high-margin new products and cost reduction measures[6][7] - The company’s pressure product line saw substantial growth, contributing significantly to revenue expansion[5][8] Cautionary Notes - The financial data presented is preliminary and subject to change upon final audit, highlighting the need for investors to be cautious[9]

股（含），回购资金总额不低于人民币 1,500 万元（含），不超过人民币 2,500 万元 （含），回购期限自公司董事会审议通过本次回购方案之日起 12 个月内。 证券代码：688286 证券简称：敏芯股份 公告编号：2025-004 苏州敏芯微电子技术股份有限公司 关于股份回购实施结果暨股份变动的公告 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、准确性和完整性承担法律责任。。 重要内容提示： | 回购方案首次披露日 | 2024/2/7 | | --- | --- | | 回购方案实施期限 | 自董事会审议通过之日起 个月内 12 | | 预计回购金额 | 1,500 万元~2,500 万元 | | 回购价格上限 | 82.80 元/股 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 实际回购股数 | 42.5399 万股 | | 实际回购股数占总股本比例 | 0.7598% | | 实际回购金额 | 1,599.60 万元 | | 实际回购价格区间 | 29. ...

Investment Rating - The report maintains a "Buy" rating for the company, with a previous rating also being "Buy" [1] Core Views - The company is expected to achieve an annual revenue of RMB 480 million to RMB 510 million in 2024, representing a year-on-year increase of 28.8% to 36.9%. The net profit attributable to the parent company is projected to be between -RMB 45 million and -RMB 30 million, indicating a reduction in losses by 55.8% to 70.5% [4][9] - The company is experiencing growth driven by breakthroughs in pressure products, which are expected to enhance revenue and gross margins. Cost reduction and efficiency improvement measures are also yielding positive results [4][6] - The company is well-positioned for growth in sectors such as AI edge products, pressure sensors, automotive applications, and humanoid robots, maintaining a strong growth outlook [4][6] Summary by Sections Financial Performance - The company forecasts a revenue increase from RMB 373 million in 2023 to RMB 502 million in 2024, and further to RMB 751 million in 2025, reflecting a growth rate of 34.6% and 49.7% respectively [8] - The net profit is expected to improve from -RMB 102 million in 2023 to -RMB 36 million in 2024, and then to RMB 39 million in 2025, indicating a significant turnaround [8] - The earnings per share (EPS) is projected to be -RMB 0.64 in 2024, RMB 0.70 in 2025, and RMB 1.99 in 2026, with corresponding price-to-earnings ratios of 99.9 and 35.0 for 2025 and 2026 respectively [6][8] Market Position and Product Development - The company has made significant progress in high signal-to-noise ratio silicon microphone products, which are expected to benefit from the growing demand in AI mobile applications [9] - New product developments in pressure sensors, automotive applications, and humanoid robots are anticipated to contribute positively to revenue growth in 2025 [9] - The company has already achieved breakthroughs with domestic clients in pressure sensors and is expanding its market reach [9]

Revenue Expectations - The company expects 2024 annual revenue to be between RMB 480 million and RMB 510 million, an increase of RMB 107.34 million to RMB 137.34 million, representing a year-on-year growth of 28.80% to 36.85%[3]. Net Loss Projections - The projected net loss attributable to the parent company for 2024 is expected to be between RMB -45 million and RMB -30 million, a reduction in loss of RMB 56.85 million to RMB 71.85 million, reflecting a year-on-year decrease in loss of 55.82% to 70.54%[3]. - The expected net profit attributable to the parent company, excluding non-recurring gains and losses, is projected to be between RMB -44 million and RMB -29.5 million, a reduction in loss of RMB 65.99 million to RMB 80.49 million, indicating a year-on-year decrease in loss of 60.00% to 73.18%[3]. Revenue Drivers - The significant increase in revenue is attributed to the successful R&D and market promotion of new products, particularly in the pressure product line, which has gained market recognition[8]. - The narrowing of net loss is primarily due to a substantial increase in overall sales and an improvement in the company's overall gross profit margin[9]. - The increase in gross profit margin is driven by a higher sales proportion of high-margin new products and effective cost reduction measures[9]. - The company has successfully released production capacity from fundraising projects, leading to increased product output and economies of scale, which have contributed to a decrease in unit costs[10]. Non-Operating Gains and Losses - Non-operating gains and losses for 2024 are expected to decrease compared to 2023, mainly due to a reduction in government subsidies received[11]. Financial Reporting - The performance forecast is based on preliminary calculations by the company's finance department and has not yet been audited by certified public accountants[12]. - Investors are advised to note that the forecast data is preliminary and the accurate financial data will be disclosed in the audited 2024 annual report[13].