截至发稿，赛微微电市值为88亿元。 每经头条（nbdtoutiao）——AI技术滥用调查：明星可被"一键换装"，"擦边"内容成流量密码，技术防 线为何形同虚设？ （记者 曾健辉） 每经AI快讯，赛微微电（SH 688325，收盘价：101.8元）10月13日晚间发布公告称，公司限售股份约 2615.71万股将于2025年10月22日解禁并上市流通，占公司总股本比例为30.37%。 2024年1至12月份，赛微微电的营业收入构成为：集成电路行业占比99.97%，其他业务占比0.03%。 ...

证券代码：688325 证券简称：赛微微电 公告编号：2025-065 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 26,157,084股。 本次股票上市流通总数为26,157,084股。 本次股票上市流通日期为2025 年 10 月 22 日。 一、本次上市流通的限售股类型 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 4 名， 分别为东莞市伟途投资管理合伙企业（有限合伙）（以下简称"伟途投资"）、珠 海市聚核投资合伙企业（有限合伙）（以下简称"聚核投资"）、东莞市微合投资管 理合伙企业（有限合伙）（以下简称"微合投资"）、葛伟国，锁定期为自公司股票 上市之日起 36 个月，因公司上市后 6 个月内公司股票连续 20 个交易日的收盘价 均低于发行价，触发锁定期延长承诺的履行条件，本次上市流通的限售股在原锁 定期基础上延长 6 个月，该部分限售股股东对应的股 ...

国泰海通证券股份有限公司 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"保荐机构"、"国泰海通"）作为广 东赛微微电子股份有限公司（以下简称"赛微微电"、"公司"）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》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》 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 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。公司 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 ...

Group 1 - The stock of Saiwei Microelectronics (688325) closed at 111.16 yuan on September 26, with a significant increase of 17.99% and a trading volume of 7.04 billion yuan [1] - The stock was listed on the daily trading list due to its closing price increase of 15% [1] - The top five trading departments accounted for a total transaction of 2.28 billion yuan, with a net buying amount of 51.92 million yuan [1] Group 2 - The largest buying department was Goldman Sachs (China) Securities, with a purchase amount of 63.53 million yuan [1] - The largest selling department was China International Capital Corporation, with a selling amount of 31.92 million yuan [1] - The net inflow of main funds for the stock was 16.34 million yuan throughout the day [1]

Core Points - The Shanghai Composite Index closed at 3828.11 points, below the five-day moving average, with a decline of 0.65% [1] - The total trading volume of A-shares reached 216.61 billion yuan [1] - A total of 654 A-shares have prices that surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The top three stocks with the highest deviation rates from the five-day moving average are: - Yicheng New Energy (300080) with a deviation rate of 15.08% and a daily increase of 20.10% [2] - Fangyuan Co., Ltd. (688148) with a deviation rate of 14.47% and a daily increase of 20.04% [2] - Weili Transmission (300904) with a deviation rate of 12.65% and a daily increase of 20.00% [2] Trading Activity - The trading turnover rates for the top three stocks with the highest deviation rates are: - Yicheng New Energy at 1.75% [2] - Fangyuan Co., Ltd. at 6.40% [2] - Weili Transmission at 18.91% [2] Additional Stocks - Other notable stocks with significant performance include: - Saiwei Microelectronics (688325) with a deviation rate of 11.34% and a daily increase of 17.99% [2] - Yaowang Technology (002291) with a deviation rate of 8.25% and a daily increase of 9.98% [2] - Dishing Power (603335) with a deviation rate of 7.47% and a daily increase of 10.09% [2]

Market Overview - The market experienced fluctuations with the ChiNext Index dropping over 1% and a total trading volume of 1.37 trillion yuan, a decrease of 173.3 billion yuan from the previous trading day [1] - Over 2,500 stocks declined, while the wind power sector showed strength with multiple stocks hitting the daily limit [1][3] - The Shanghai Composite Index fell by 0.18%, the Shenzhen Component Index by 0.79%, and the ChiNext Index by 1.17% [1] Wind Power Sector - The wind power sector continued its strong performance, with stocks like Weili Transmission and Jixin Technology hitting the daily limit [1][3] - The National Energy Administration reported that as of August, the cumulative installed capacity for wind power reached 580 million kilowatts, a year-on-year increase of 22.1% [3] - Analysts expect domestic wind power installation demand to remain resilient, highlighting investment opportunities in key component suppliers and submarine cable companies [3] Semiconductor Industry - The semiconductor supply chain showed signs of recovery, with stocks like Saiwei Microelectronics hitting the daily limit and reaching historical highs [1][3] - Despite some activity, most semiconductor stocks still experienced slight declines overall [11] Automotive Sector - The automotive sector was active, with stocks like Shuguang and Sailyus hitting the daily limit [1][4] - Sailyus announced plans to issue up to 331 million overseas listed shares, which has been approved by the China Securities Regulatory Commission [4][22] - Some electric vehicle manufacturers are gradually improving profitability, with companies like Leap Motor and Xiaopeng Motors expected to reach breakeven by 2025 [7] Nonferrous Metals Sector - The nonferrous metals sector remained active, with stocks like Jingyi and Shengtun Mining showing significant gains [3][31] - The China Nonferrous Metals Industry Association expressed strong opposition to "involution" competition in the copper smelting industry [4][31] - The Grasberg mine in Indonesia, which accounts for about 3% of global copper supply, announced a force majeure due to a landslide, impacting global supply [4][31] Military Industry - The military sector rebounded, with stocks like Hangyu Technology and Hangya Technology showing notable gains [7][25] - Analysts predict a new upward cycle for the defense industry from 2025 to 2027, with 2025 marking a significant turning point [25]

Market Overview - A-shares experienced fluctuations in the morning session, with the ChiNext index dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion, a decrease of 173.3 billion compared to the previous trading day [1] - More than 2,500 stocks in the market declined [1] Sector Performance - Wind power concept stocks showed strong performance, with Jixin Technology achieving two consecutive trading limits and Weili Transmission hitting the daily limit [3] - The semiconductor industry chain saw partial recovery, with Saiwei Microelectronics touching the daily limit and reaching a historical high, while Unisoc also hit the daily limit [3] - The automotive sector was active, with Shuguang Co. and Sairisi both reaching the daily limit [3] - In contrast, gaming stocks collectively retreated, with Jibite hitting the limit down [3] - Sectors with notable gains included wind power equipment, military equipment, and pesticides, while gaming and computing hardware sectors faced significant declines [3] - By the end of the trading session, the Shanghai Composite Index fell by 0.18%, the Shenzhen Component Index dropped by 0.79%, and the ChiNext Index decreased by 1.17% [3]

（文章来源：每日经济新闻） 每经AI快讯，9月26日，芯片股盘中持续回暖，赛微微电涨停，晶合集成、聚辰股份、联动科技涨超 10%，华海清科、京仪装备、江丰电子等跟涨。 ...

芯片股盘中持续回暖，赛微微电20cm涨停，晶合集成、聚辰股份、蓝黛科技涨超10%，华海清科、京 仪装备、江丰电子等跟涨。 ...

Core Insights - The stock of Saiwei Microelectronics fell by 5.17% on September 25, with a trading volume of 251 million yuan [1] - The company reported a financing buy-in of 48.61 million yuan and a net financing buy of 1.57 million yuan on the same day [1] - As of September 25, the total financing and securities lending balance for Saiwei Microelectronics was 482 million yuan, accounting for 9.50% of its market capitalization [1] Financial Performance - For the first half of 2025, Saiwei Microelectronics achieved operating revenue of 218 million yuan, representing a year-on-year growth of 31% [2] - The net profit attributable to the parent company for the same period was 39.34 million yuan, with a year-on-year increase of 29.91% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Saiwei Microelectronics was 8,909, an increase of 2.88% from the previous period [2] - The average number of circulating shares per shareholder was 6,043, which increased by 36.64% compared to the previous period [2] - The company has distributed a total of 101 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Penghua Youxuan Growth Mixed A held 1.43 million shares, an increase of 215,700 shares from the previous period [3] - Penghua Power Growth Mixed (LOF) held 1.11 million shares, increasing by 123,000 shares [3] - Penghua Industrial Upgrade Mixed A held 605,000 shares, with a slight increase of 6,649 shares [3]