证券日报网讯2月4日，星宸科技（301536）在互动平台回答投资者提问时表示，公司智能车载业务线成 长快速，多颗前装车规级产品(覆盖辅助驾驶/DMS/OMS/CMS等舱内外视觉感知领域)及定点项目在境内 外陆续落地并快速放量，预计快速成长的趋势会保持较长一段时间。具体财务信息请关注公司披露的定 期报告。 ...

证券日报网讯2月3日，星宸科技（301536）在互动平台回答投资者提问时表示，公司自研的端侧SoC芯 片搭载AI算力，能够支持各类多模态大模型在端侧的本地化部署与流畅运行。 ...

格隆汇2月2日丨星宸科技(301536.SZ)公布，截至2026年1月31日，公司通过回购专用证券账户以集中竞 价交易方式累计回购股份数量为919,043股，占公司总股本的0.2179%，最高成交价为69.98元/股，最低 成交价为63.78元/股，成交总金额为60,973,594.84元（不含交易费用）。 ...

证券代码：301536 证券简称：星宸科技 公告编号：2026-006 公司后续将严格按照《上市公司股份回购规则》《回购指引》等相关规定， 在回购期限内根据市场情况择机实施本次回购股份方案，并在回购期间根据相关 法律、法规和规范性文件的规定及时履行信息披露义务，敬请广大投资者注意投 资风险。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 星宸科技股份有限公司（以下简称"公司"）于2026年1月8日召开第二届董事 会第十三次会议，审议并通过《关于以集中竞价交易方式回购公司股份方案的议 案》，同意公司使用自有资金和/或自筹资金（含股票回购专项贷款资金等）以 集中竞价交易的方式回购公司部分股份，用于股权激励和/或员工持股计划。本 次回购股份的价格为不超过88.90元/股（含），回购资金总额不低于人民币6,000 万元（含），不超过人民币12,000万元（含），按回购总金额上下限和回购股份 价格上限测算，预计可回购股份数量为674,916股至1,349,831股，占公司目前总 股本比例为0.16%至0.32%。回购期限为自公司董事会审议通过本次回购方案之 日起不超过 ...

Core Viewpoint - The report highlights significant target price increases for several listed companies from January 26 to February 1, with notable mentions including Baili Tianheng, Zexing Pharmaceutical, and Great Wall Motors, indicating strong bullish sentiment in the market for these stocks [1][2]. Target Price Increases - Baili Tianheng (688506) has a target price increase of 375.97%, with a highest target price set at 1322.00 yuan [2]. - Zexing Pharmaceutical (688266) shows a target price increase of 88.56%, with a highest target price of 166.16 yuan [2]. - Great Wall Motors (601633) has a target price increase of 83.66%, with a highest target price of 38.00 yuan [2]. - Other companies with notable target price increases include Industrial Fulian (601138) at 73.31% and CATL (300750) at 71.71% [2][3]. Broker Recommendations - A total of 265 listed companies received broker recommendations during the period, with Qingdao Bank receiving the highest number of recommendations at 8 [3][4]. - Other companies with multiple recommendations include Xian Dao Intelligent and Wancheng Group, each receiving 5 recommendations [3][4]. Rating Adjustments - Eight companies had their ratings upgraded, including Shanghai Jahwa (600315) from "Hold" to "Buy" and ZTE Corporation (000063) from "Cautious Buy" to "Buy" [5][6]. - Two companies had their ratings downgraded, including Jincheng Shares (603396) from "Buy" to "Hold" and Huasheng Group (603018) from "Buy" to "Hold" [6]. First-Time Coverage - During the same period, 75 instances of first-time coverage were reported, with notable ratings including Shaanxi Tourism (603402) receiving a "Outperform Industry" rating and Bichu Electronics (688188) receiving a "Buy" rating [7].

证 券 研 究 报 告 星宸科技（301536）深度研究报告 强推（首次） 视觉 AI SoC 领军者，掘金机器人赛道星辰大海 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 2,354 | 3,007 | 3,851 | 4,595 | | 同比增速(%) | 16.5% | 27.8% | 28.1% | 19.3% | | 归母净利润(百万) | 256 | 271 | 523 | 681 | | 同比增速(%) | 25.2% | 5.8% | 93.1% | 30.0% | | 每股盈利(元) | 0.61 | 0.64 | 1.24 | 1.61 | | 市盈率(倍) | 112 | 105 | 55 | 42 | | 市净率(倍) | 9.6 | 9.1 | 8.0 | 7.0 | 资料来源：公司公告，华创证券预测 注：股价为 2026 年 1 月 29 公司研究 集成电路 2026 年 01 月 29 日 目标价：99. ...

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with notable gains for Ningde Times, China Railway, and Shanghai Jahwa, reflecting strong market confidence in these sectors [1][2]. Group 2 - On January 29, the companies with the highest target price increases were Ningde Times (75.79%), China Railway (53.99%), and Shanghai Jahwa (52.17%), indicating significant bullish sentiment in the battery, infrastructure, and cosmetics industries respectively [1][2]. - A total of 27 listed companies received broker recommendations on January 29, with Qingdao Bank receiving the most recommendations at 5, followed by Mingyang Smart Energy and Ruoyuchen with 2 each [1][3]. - Three companies had their ratings upgraded on January 29, including TBEA, which was upgraded from "Hold" to "Buy" by Huatai Securities, reflecting improved outlooks for these firms [4][6]. - Five companies received initial coverage on January 29, with Qingdao Bank rated "Recommended" by Guolian Minsheng Securities, indicating new interest from analysts in these stocks [6][7].

投资要点 机器人、车载等新品发布，加速成长。在车载激光雷达领域，公司发布车规级dToF 激光雷达SPAD 芯 片SS905HP（高线数）与SS901（低线数）形成高低搭配，覆盖超1000 线至192 线分辨率的长距离应 用；在车载视觉感知&辅助驾驶领域，公司全新推出12nm 工艺SAC8905，定位L2 级辅助驾驶，集成 32TopsNPU，适配前视一体机、行泊一体场景；在边缘计算领域，公司发布SSR670，集成8Tops 算力与 本地大模型，落地高端边侧智能硬件；在智能机器人领域，公司发布第三代机器人芯片SSU9366，适配 户外、陪伴等机器人，同时将尽快推出面向具身智能机器人大小脑的SoC 芯片，算力覆盖16T-128T，以 极致算力功耗比和分布式算力架构赋能更多类型的机器人产品。 投资元川微，合作开发上千Tops 算力芯片。元川微科技专注于AI推理算力创新，通过回归AI 推理的第 一性原理，聚焦边端智能场景，依托自研的硬数据流架构与全资源编译器等核心技术，大幅降低推理应 用的部署复杂度和TCO，精准满足推理应用对低时延、高算力、高与低能成效本的核心需求。公司参与 元川微天使轮融资，获取大算力外部IP，合 ...

证券研究报告：电子 | 公司点评报告 股票投资评级 买入 |上调 个股表现 2025-02 2025-04 2025-06 2025-09 2025-11 2026-01 -33% -23% -13% -3% 7% 17% 27% 37% 47% 57% 星宸科技 电子 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 70.74 | | --- | --- | | 总股本/流通股本（亿股）4.22 | / 1.87 | | 总市值/流通市值（亿元）298 | / 132 | | 52 周内最高/最低价 | 89.28 / 48.00 | | 资产负债率(%) | 31.0% | | 市盈率 | 114.10 | | 第一大股东 | SigmaStar Technology | | Inc. | | 研究所 分析师:万玮 SAC 登记编号:S1340525030001 Email:wanwei@cnpsec.com 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 星宸科技(301536) 加速成长 l 投资要点 机器人、车 ...

证券研究报告：电子 | 公司点评报告 买入 |上调 个股表现 2025-02 2025-04 2025-06 2025-09 2025-11 2026-01 -33% -23% -13% -3% 7% 17% 27% 37% 47% 57% 星宸科技 电子 资料来源：聚源，中邮证券研究所 公司基本情况 股票投资评级 | 最新收盘价（元） | 70.74 | | --- | --- | | 总股本/流通股本（亿股）4.22 | / 1.87 | | 总市值/流通市值（亿元）298 | / 132 | | 52 周内最高/最低价 | 89.28 / 48.00 | | 资产负债率(%) | 31.0% | | 市盈率 | 114.10 | | 第一大股东 | SigmaStar Technology | | Inc. | | 研究所 分析师:万玮 SAC 登记编号:S1340525030001 Email:wanwei@cnpsec.com 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 星宸科技(301536) 加速成长 l 投资要点 机器人、车 ...