Group 1 - The semiconductor stocks in the A-share market have shown strong performance, with notable gains in several companies [1] - Saiwei Microelectronics (688325) reached a 20% limit up, with a total market value of 5.795 billion and a year-to-date increase of 38.47% [2] - New Xiangwei (688593) rose over 17%, with a market capitalization of 9.011 billion and a year-to-date increase of 7.16% [2] - Yuanjie Technology (688498) increased by 16%, boasting a market value of 33.4 billion and a remarkable year-to-date increase of 189.68% [2] - Jietek (688141) saw a gain of over 13%, with a market capitalization of 23.4 billion and a year-to-date increase of 71.28% [2] - Gai Lun Electronics (688206) rose by over 8%, with a market value of 16.7 billion and a year-to-date increase of 102.65% [2] - Haiguang Information (688041), Changguang Huaxin (688048), and Dongxin Co. (688110) also experienced gains exceeding 7% [1][2]

Market Overview - On September 11, A-shares opened mixed with the Shanghai Composite Index up by 0.2%, Shenzhen Component Index up by 0.93%, and ChiNext Index up by 1.57% [2] - Sectors such as CPO, PCB, and pork showed significant gains [2] Liquid Cooling Server Sector - The liquid cooling server concept saw a continuous rise, with stocks like Yidong Electronics, Fangsheng Co., and Jiechuan Intelligent rising over 10% [3] - Notable performers included: - Fangsheng Co. at 39.76, up 15.25% - Jiechuan Intelligent at 30.84, up 15.16% - Yidong Electronics at 45.55, up 11.18% [4] Semiconductor Sector - The semiconductor sector experienced a rebound, with stocks like Saiwei Microelectronics hitting the daily limit and Haiguang Information rising over 10% [7] - Key stocks included: - Saiwei Microelectronics at 67.28, up 19.99% - Yuanjie Technology at 390.92, up 16.82% [8] - Other notable stocks included: - Haiguang Information at 205.22, up 11.51% - Dongxin Co. at 97.33, up 8.83% [9]

融资融券数据显示，该股最新（9月10日）两融余额为2.73亿元，其中，融资余额为2.73亿元，较上一个 交易日增加282.55万元，增幅为1.05%；近10日两融余额合计减少367.27万元，降幅为1.33%，其间融资 余额下降1.33%。 8月27日公司发布的半年报数据显示，上半年公司共实现营业收入2.18亿元，同比增长31.00%，实现净 利润3934.32万元，同比增长29.91%。（数据宝） （文章来源：证券时报网） 9月11日盘中科创板股赛微微电涨停，截至10:12，股价报67.28元，成交2.66亿元，换手率7.81%，振幅 19.99%。 科创板个股中，截至发稿上涨的共有370只，涨幅在10%以上的共有7只，涨幅较高的有赛微微电、新相 微、复洁环保等，分别上涨19.99%、19.22%、15.25%，下跌的有209只，跌幅较大的有百济神州-U、杭 可科技、博力威，分别下跌6.68%、6.45%、6.00%。 资金面上，赛微微电上一交易日主力资金净流出1116.19万元，近5日净流出2739.21万元。 ...

Group 1 - Chip stocks experienced fluctuations but showed strength during trading, with notable gains in several companies [1] - Saiwei Microelectronics reached the daily limit increase, while New Xiang Microelectronics approached the limit [1] - Companies such as Gelun Electronics, Wantong Development, Haiguang Information, and Yutai also reported significant upward movements [1]

Core Viewpoint - The semiconductor sector is experiencing a strong rebound, with significant gains in stock prices, particularly for companies like Saiwei Microelectronics and Xinxiang Microelectronics, indicating robust market performance driven by demand for advanced AI chips [1] Group 1: Market Performance - Semiconductor stocks showed strong fluctuations, with Saiwei Microelectronics hitting a 20% limit up [1] - Other companies such as Xinxiang Microelectronics approached their limit up, while companies like Gelun Electronics, Wantong Development, Haiguang Information, and Yutai also saw notable increases in their stock prices [1] Group 2: Industry Demand - TSMC, a leading foundry, reported an 8-month sales increase of 34% year-on-year, highlighting the ongoing strong demand for advanced AI chips globally [1] - Analysts predict that TSMC's sales for the upcoming quarter in September will grow by approximately 25% [1]

Group 1 - The core viewpoint of the news is that Saiwei Microelectronics has seen a significant increase in its stock price, rising by 7.53% to 60.29 CNY per share, with a total market capitalization of 5.193 billion CNY [1] - Saiwei Microelectronics, established on November 2, 2009, specializes in the research and sales of analog chips, primarily focusing on battery management chips, and has expanded its product range to include battery safety chips, battery metering chips, and charging management chips [1] - The company's main business revenue is entirely derived from chip sales, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, one fund under Wanjia Fund has a significant position in Saiwei Microelectronics, with the Wanjia Technology Quantitative Stock Mixed Fund A holding 9,100 shares, representing 2.02% of the fund's net value [2] - The Wanjia Technology Quantitative Stock Mixed Fund A has achieved a year-to-date return of 27.45%, ranking 2536 out of 8175 in its category, and has a total asset size of 46.8 million CNY [2] - The fund manager, Yin Hang, has been in position for 5 years and 54 days, with the best fund return during his tenure being 52.48% [2]

Group 1 - The semiconductor sector in the A-share market has shown strong performance, with several stocks experiencing significant gains [1] - Saiwei Microelectronics reached a 20% limit up, indicating strong investor interest and confidence [1] - Other notable performers include New Xiang Micro, which rose over 17%, Yuanjie Technology with a 16% increase, and Jiehuate with more than a 13% gain [1] Group 2 - Additional stocks that performed well include Galun Electronics with an increase of over 8%, and Haiguang Information, Changguang Huaxin, and Dongxin Co., which all rose by more than 7% [1]

Group 1 - The company, Saiwei Microelectronics, announced a share reduction plan completed on September 10, 2025, with a total of approximately 860,000 shares reduced, accounting for 1% of the company's total share capital [1] - The share reduction was executed by Wuyuefeng Investment and its associates, with Wuyuefeng reducing about 540,000 shares, Beijing Yihe reducing about 190,000 shares, and Shanghai Lingguan reducing about 130,000 shares [1] - For the fiscal year 2024, the company's revenue composition is heavily weighted towards the integrated circuit industry, which accounts for 99.97% of total revenue, while other businesses contribute only 0.03% [1] Group 2 - As of the report, the market capitalization of Saiwei Microelectronics is 4.8 billion yuan [1]

证券代码：688325 证券简称：赛微微电 公告编号：2025-061 2025 年 9 月 10 日，公司收到武岳峰投资及其一致行动人北京亦合、上海岭 观出具的《股份减持结果告知函》，2025 年 9 月 4 日至 2025 年 9 月 10 日，武岳 1 广东赛微微电子股份有限公司 持股 5%以上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，上海武岳峰集成电路股权投资合伙企业（有限合伙） （以下简称"武岳峰投资"）及其一致行动人北京武岳峰中清正合科技创业投资管 理有限公司（代表"北京武岳峰亦合高科技产业投资合伙企业（有限合伙）"，以 下简称"北京亦合"）、上海岭观企业管理合伙企业（有限合伙）（以下简称"上海 岭观"）合计直接持有公司 15,538,799 股（占本公告披露日公司总股本的 18.04%） 股份，上述股份来源均为公司首次公开发行股票并上市前持有的股份，上述股份 已于 2025 年 4 月 29 日解除限售并上市流通 ...

9月4日，赛微微电跌5.03%，截至发稿，报55.08元/股，成交1.10亿元，换手率3.60%，总市值47.45亿 元。 数据显示，万家基金旗下1只基金重仓赛微微电。万家科技量化选股混合发起式A（020975）二季度持 有股数9100股，占基金净值比例为2.02%，位居第一大重仓股。根据测算，今日浮亏损失约2.66万元。 万家科技量化选股混合发起式A（020975）成立日期2024年9月24日，最新规模1930.44万。今年以来收 益30.58%，同类排名2097/8180；成立以来收益35.35%。 万家科技量化选股混合发起式A（020975）基金经理为尹航。 截至发稿，尹航累计任职时间5年47天，现任基金资产总规模4.68亿元，任职期间最佳基金回报 52.06%， 任职期间最差基金回报-11.5%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，广东赛微微电子股份有限公司位于广东省东莞市松山湖园区科技十路2号56栋，成立日期 2009 ...