Financial Performance - The company's operating revenue for Q1 2025 reached ¥91,259,329.15, representing a year-on-year increase of 42.83% compared to ¥63,894,462.49 in the same period last year[4] - Net profit attributable to shareholders was ¥15,609,631.28, a significant increase of 110.43% from ¥7,417,930.69 in the previous year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥14,290,018.61, reflecting a 131.15% increase from ¥6,182,171.21 year-on-year[4] - Basic earnings per share rose to ¥0.1898, up 111.12% from ¥0.0899 in the same period last year[4] - Total operating revenue for Q1 2025 reached ¥91,259,329.15, a 42.8% increase from ¥63,894,462.49 in Q1 2024[22] - Net profit for Q1 2025 was ¥15,609,631.28, compared to ¥7,417,930.69 in Q1 2024, indicating a growth of 110.4% year-over-year[23] - The total comprehensive income for the period reached CNY 15,612,486.62, a significant increase from CNY 7,416,395.08 in the previous year, reflecting a growth of approximately 110%[24] - Basic earnings per share (EPS) improved to CNY 0.1898, up from CNY 0.0899, representing an increase of about 111% year-over-year[24] Research and Development - The company invested ¥30,997,559.63 in R&D, which is 33.97% of its operating revenue, showing a 29.01% increase in R&D investment compared to the previous year[5] - Research and development expenses for Q1 2025 amounted to ¥30,997,559.63, an increase from ¥24,027,216.08 in Q1 2024, highlighting the company's commitment to innovation[23] Cash Flow and Assets - The net cash flow from operating activities was negative at -¥17,808,630.97, a decline of 193.61% compared to a positive cash flow of ¥19,025,026.07 in the same period last year[4] - Cash and cash equivalents as of March 31, 2025, amount to ¥307,171,550.41, down from ¥327,932,148.56 as of December 31, 2024[15] - The company's cash and cash equivalents saw a significant increase, with total current assets reaching ¥804,579,165.96, compared to ¥761,011,399.47 previously, marking a growth of 5.1%[19] - Cash inflow from investment activities totaled CNY 759,768,954.16, compared to CNY 493,387,513.95 in the previous year, marking an increase of approximately 54%[27] - The net cash flow from investment activities was negative at CNY -33,771,827.76, a decline from a positive CNY 259,445,710.96 in the previous year[27] - Total cash outflow from operating activities was CNY 117,510,728.03, compared to CNY 64,330,959.58 in the previous year, indicating an increase of about 83%[27] Shareholder Information - Total number of common shareholders at the end of the reporting period is 8,660[11] - The largest shareholder, Dongguan Weitu Investment Management Partnership, holds 17,610,600 shares, representing 20.73% of total shares[11] - The second largest shareholder, Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership, holds 9,778,735 shares, representing 11.51% of total shares[11] - The company has a total of 2,697,402 shares repurchased, accounting for 3.18% of the total share capital as of March 31, 2025[13] Liabilities and Equity - Total liabilities increased to ¥104,755,971.20 from ¥70,679,646.76, reflecting a rise of 48.1%[20] - The total equity attributable to shareholders increased to ¥1,733,760,598.50 from ¥1,711,977,281.93, reflecting a growth of 1.3%[20] Profitability - The company reported a gross profit of ¥5,750,030.55 for Q1 2025, compared to ¥1,757,044.61 in Q1 2024, indicating a substantial improvement in profitability[22] - The company recorded a financial income of ¥794,766.07 in Q1 2025, down from ¥1,264,769.40 in Q1 2024, indicating a decrease in financial returns[23] Future Outlook - The company attributed the revenue growth to increased market demand, product expansion, and enhanced customer resource accumulation[8] - The company plans to continue expanding its product offerings and market share to sustain growth in the future[8]

广东赛微微电子股份有限公司 关于开展外汇衍生品交易业务的可行性分析报告 一、 公司开展外汇衍生品交易的背景 广东赛微微电子股份有限公司及合并范围内的子公司（以下简称"公司"） 进出口业务结算币种主要采用美元，当汇率出现较大波动时，汇兑损益将对公 司的经营业绩造成较大影响。为减少外汇汇率波动带来的风险，公司拟开展外 汇衍生品业务，降低汇率波动对公司经营业绩的影响。 外汇衍生品是经中国人民银行批准的外汇避险金融产品。其交易原理是， 公司与银行签订外汇衍生品合约，约定将来办理外汇交易的外汇币种、金额、 汇率和期限，在到期日时，再按照该衍生品合同约定的币种、金额、汇率办理 业务。 公司开展的外汇衍生品业务都是与日常经营紧密联系，以真实的进出口业 务为依据，以规避和防范汇率风险为目的。公司开展的外汇衍生品交易业务遵 循稳健原则，不进行以投机为目的外汇交易，不影响公司的主营业务发展。 二、 公司开展外汇衍生品交易的基本情况 （一）外汇衍生品业务交易金额 公司办理外汇衍生品业务，交易预计额度为不超过 1,000 万美元（或等值 其他货币），授权期间为自公司董事会通过之日起 12 个月。上述额度在授权期 限内可循环滚动使用。 ...

为减少外汇汇率波动带来的风险，降低汇率波动对公司经营业绩的影响， 广东赛微微电子股份有限公司及合并范围内的子公司（以下简称"公司"）拟开 展预计交易额度不超过 1,000 万美元（或等值其他货币）外汇衍生品业务。交易 业务主要包括但不限于：外汇远期、外汇掉期、外汇期权、结构性远期及其他外 汇衍生品产品业务。公司开展外汇衍生品交易业务的交易对手为具有外汇衍生品 交易业务经营资格、经营稳健且资信良好的金融机构，上述额度在公司董事会审 议通过之日起 12 个月内可循环滚动使用。 证券代码：688325 证券简称：赛微微电 公告编号：2025-035 广东赛微微电子股份有限公司 关于开展外汇衍生品交易业务的公告 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。 重要内容提示： 公司于 2025 年 4 月 24 日召开第二届董事会第八次会议审议通过了《关于 开展外汇衍生品交易业务的议案》，期限自公司董事会审议通过之日起 12 个月内 有效，上述额度在审批期限内可循环滚动使用，同时提请董事会授权公司管理层 或相关人员具体实施相关事宜。 ...

国泰海通证券股份有限公司 关于广东赛微微电子股份有限公司 2024 年度持续督导跟踪报告 2 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 14 | 发现以下情形之一的，督促上市公司做出说明并限期 | | | | 改正，同时向上海证券交易所报告：（一）涉嫌违反 | | | | 《上市规则》等相关业务规则；（二）证券服务机构 | 年，赛微微电不涉及该 2024 | | | 及其签名人员出具的专业意见可能存在虚假记载、误 | 等需要做出说明的情形，不存 | | | 导性陈述或重大遗漏等违法违规情形或其他不当情 | 在向上海证券交易所报告的情 | | | 形；（三）公司出现《保荐办法》第七十一条、第七 | 况 | | | 十二条规定的情形；（四）公司不配合持续督导工 | | | | 作；（五）上海证券交易所或保荐人认为需要报告的 | | | | 其他情形 | | | 15 | | 保荐机构已制定了现场检查的 | | | 制定对上市公司的现场检查工作计划，明确现场检查 | 相关工作计划，并明确了现场 | | | 工作要求，确保现场检查工作质量 | 检查工作要求，并披露了相关 ...

Core Insights - The company reported a revenue of 91.26 million yuan for the first quarter of 2025, representing a year-on-year growth of 42.83% [1] - The net profit for the same period was 15.61 million yuan, showing a significant year-on-year increase of 110.43% [1] Financial Performance - Revenue for Q1 2025: 91.26 million yuan, up 42.83% year-on-year [1] - Net profit for Q1 2025: 15.61 million yuan, up 110.43% year-on-year [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688325 证券简称：赛微微电 公告编号：2025-029 广东赛微微电子股份有限公司首次公开发行部分限售股上市流通的公告 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。 重要内容提示： ● 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为15,538,799股。 根据中国证券监督管理委员会（以下简称"中国证监会"）于2022年3月15日出具的《关于同意广东赛微 微电子股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕467号），同意公司首次公开 发行股票的注册申请。广东赛微微电子股份有限公司（以下简称"公司""赛微微电"）首次向社会公众公 开发行人民币普通股（A股）股票20,000,000股，并于2022年4月22日在上海证券交易所科创板上市，发 行完成后总股本为80,000,000股，其中有限售条件流通股61,618,341股，无限售条件流通股18,381,659 股。 本次上市流通的限售股为公司首次公开发行限售股，限售股股东数量为 ...

证券代码：688325 证券简称：赛微微电 公告编号：2025-029 广东赛微微电子股份有限公司 首次公开发行部分限售股上市流通的公告 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。 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 15,538,799股。 本次股票上市流通总数为15,538,799股。 本次股票上市流通日期为2025 年 4 月 29 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2022 年 3 月 15 日出具的《关于同意广东赛微微电子股份有限公司首次公开发行股票注册的批复》 （证监许可〔2022〕467 号），同意公司首次公开发行股票的注册申请。广东赛微 微电子股份有限公司（以下简称"公司""赛微微电"）首次向社会公众公开发行 人民币普通股（A 股）股票 20,000,000 股，并于 2022 年 4 月 22 日在上海证券交 易所科创板上市，发行完成后总股本为 80,000,000 股，其中有限售条件流通股 61,6 ...

国泰海通证券股份有限公司 关于广东赛微微电子股份有限公司 首次公开发行部分限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为广东 赛微微电子股份有限公司公司（以下简称"赛微微电"或"公司"）首次公开发行股 票并科创板上市及持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》等法律法规的相关规定，对赛微微电首 次公开发行部分限售股上市流通事项进行了核查，核查情况及核查意见如下: 一、本次上市流通的限售股类型 中国证券监督管理委员会于 2022 年 3 月 15 日出具《关于同意广东赛微微电 子股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕467 号）， 同意公司首次公开发行股票的注册申请。广东赛微微电子股份有限公司首次向社 会公开发行人民币普通股（A 股）20,000,000 股，并于 2022 年 4 月 22 日在上海 证券交易所科创板上市交易，发行完成后总股本为 80,000,000 股，其中有限售条 件流通股 61,618,341 股，占发行后总股本的比例为 77.02%，无限售条件流通股 18,381, ...

Group 1: Market Overview - US stock index futures fell on Monday, and the US dollar index dropped below 99.00 for the first time since April 2022 [2] - Trump hinted at a desire to lower tariffs on China, suggesting a potential agreement within a month [2] - The domestic stock market is being supported by government efforts to stabilize the market and promote healthy development in the real estate sector [5][11] Group 2: Company Developments - MP Materials has ceased exporting rare earth concentrates to China, which may lead to a tightening of domestic supply and a potential increase in overseas rare earth prices [4][12] - Tesla's production of the low-cost Model Y may be delayed until next year, with significant sales declines reported in Europe, particularly in Germany, Denmark, and Sweden, where sales fell over 50% [3] - The first quarter saw significant profit increases for several companies, including: - Cambrian Technology with a net profit of 355 million yuan, turning a profit year-on-year [16] - Zhongji Xuchuang with a net profit of 1.583 billion yuan, up 56.83% year-on-year [16] - Zhengdan Co. with a net profit of 389 million yuan, a 558.59% increase year-on-year [16] Group 3: Industry Trends - The consumer electronics industry is experiencing a recovery, driven by demand for passive components like MLCCs, with prices rising due to increased orders and low inventory levels [13] - The humanoid robot industry is gaining traction, with the first humanoid robot half-marathon held in Beijing, showcasing advancements in robotics and potential market expansion [14] - The AI sector is driving demand for passive components, with projections indicating that the demand for MLCCs in AI applications will grow at an annual rate exceeding 30% by 2030 [13]

Group 1 - The core viewpoint of the news is that Saiwei Microelectronics (688325.SH) has reported its 2024 annual results, highlighting significant institutional investor interest and changes in shareholding patterns [1] - As of April 9, 2025, a total of 45 institutional investors disclosed holdings in Saiwei Microelectronics, with a combined shareholding of 53.475 million shares, representing 62.95% of the total share capital [1] - The top ten institutional investors collectively hold 56.38% of the shares, but their combined holding percentage has decreased by 3.10 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four public funds increased their holdings in Saiwei Microelectronics compared to the previous period, with an increase rate of 1.32% [2] - A total of 29 new public funds disclosed their holdings in the current period, including notable funds such as Xinao New Energy Industry Stock and Penghua Consumption Preferred Mixed Fund [2]