证券日报网讯 9月4日晚间，赛微微电发布公告称，截至本公告披露日，公司控股股东、实际控制人之 一致行动人珠海市聚核投资合伙企业（有限合伙）（简称"聚核投资"）通过集中竞价交易方式，累计增 持公司股份25，000股，占公司当前总股本的0.03%，累计增持金额为人民币1，084，080.54元（含印花 税、交易佣金等交易费用）。本次增持计划时间已过半，增持计划尚未实施完毕，聚核投资将继续按照 相关增持计划，在增持计划实施期间内择机增持公司股份。 （文章来源：证券日报） ...

证券代码：688325 证券简称：赛微微电 公告编号：2025-059 广东赛微微电子股份有限公司 控股股东、实际控制人之一致行动人 增持股份进展公告 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、准确性和完整性承担法律责任。 重要内容提示： ? 已披露增持计划情况 广东赛微微电子股份有限公司（以下简称"公司"或"赛微微电"）于 2025 年 3 月 7 日在上海证券交易所网站（www.sse.com.cn）披露了《关于控股股东、 实际控制人之一致行动人增持公司股份计划的公告》 下简称"聚核投资"）拟自增持股份计划公告披露之日起 12 个月内，以银行专项 贷款和自筹资金，通过上海证券交易所交易系统以集中竞价交易方式增持公司股 份。由于本次增持计划实施前公司控股股东、实际控制人及其一致行动人持有公 司股份比例在 30%至 50%之间，本次增持比例在 12 个月内合计将不超过 2%； 在保证此前提下，本次增持金额不低于 1,150 万元人民币（含），不高于 2,300 万元人民币（含）。 ? 增持计划的实施进展 （公告编号：2025-018），公 ...

证券代码：688325 证券简称：赛微微电 公告编号：2025-060 广东赛微微电子股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示 性公告 股东上海武岳峰集成电路股权投资合伙企业（有限合伙）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）" ）、上海岭观企业管理合伙企业(有限合伙)保证向本 公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 权益变动方向 比例增加□比例减少? 权益变动前合计比例 18.04% 权益变动后合计比例 18.00% 本次变动是否违反已作出的承诺、意向、计划 是□否? 是否触发强制要约收购义务 是□否? 一、 信息披露义务人及其一致行动人的基本信息 □控股股东/实际控制人及其一致行动人 ?其他 5%以上大股东及其一致行动人 投资者及其一致行动人的身份 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制人） □其他______________（请注明） 信息披露义务人名称 投资者身份 ...

证券代码：688325 证券简称：赛微微电 公告编号：2025-059 广东赛微微电子股份有限公司 控股股东、实际控制人之一致行动人 增持股份进展公告 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、准确性和完整性承担法律责任。 重要内容提示： 已披露增持计划情况 广东赛微微电子股份有限公司（以下简称"公司"或"赛微微电"）于 2025 年 3 月 7 日在上海证券交易所网站（www.sse.com.cn）披露了《关于控股股东、 实际控制人之一致行动人增持公司股份计划的公告》（公告编号：2025-018），公 司控股股东、实际控制人之一致行动人珠海市聚核投资合伙企业（有限合伙）（以 下简称"聚核投资"）拟自增持股份计划公告披露之日起 12 个月内，以银行专项 贷款和自筹资金，通过上海证券交易所交易系统以集中竞价交易方式增持公司股 份。由于本次增持计划实施前公司控股股东、实际控制人及其一致行动人持有公 司股份比例在 30%至 50%之间，本次增持比例在 12 个月内合计将不超过 2%； 在保证此前提下，本次增持金额不低于 1,150 万元人民币（含 ...

证券代码：688325 证券简称：赛微微电 公告编号：2025-060 广东赛微微电子股份有限公司 重要内容提示： | 权益变动方向 | 比例增加□比例减少 | | --- | --- | | 权益变动前合计比例 | 18.04% | | 权益变动后合计比例 | 18.00% | | 本次变动是否违反已作出的承诺、意向、计划 | 是□否 | | 是否触发强制要约收购义务 | 是□否 | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 投资者及其一致行动人的身份 □控股股东/实际控制人及其一致行动人 其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制人） □其他______________（请注明） 二、 权益变动触及 1%刻度的基本情况 关于持股 5%以上股东权益变动触及 1%刻度的提示 性公告 股东上海武岳峰集成电路股权投资合伙企业（有限合伙）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）"）、上海岭观企业管理合伙企业(有限合伙)保证向本 公司提供的信息真实、准确、完整 ...

Core Viewpoint - The company Saiweiwei Electric (688325.SH) announced that its controlling shareholder, Juhua Investment, has increased its stake in the company by acquiring 25,000 shares, representing 0.03% of the total share capital, with a total investment of RMB 1,084,080.54, including transaction fees [1] Group 1 - The share acquisition was conducted through centralized bidding transactions [1] - The increase in shareholding is part of an ongoing plan, which is currently more than halfway through its implementation [1] - Juhua Investment intends to continue purchasing shares according to the relevant increase plan during the implementation period [1]

Core Insights - The company announced that Juhe Investment increased its stake in the company by purchasing 25,000 shares from March 7, 2025, to September 4, 2025, with a total investment amount of 1.0841 million yuan, representing 0.03% of the company's total share capital [1] - As of the date of the announcement, the cumulative shares purchased by Juhe Investment amounted to 25,000 shares, also accounting for 0.03% of the total share capital, with a total investment of 1.0841 million yuan [1] - The planned investment range for the share buyback is between 11.5 million yuan and 23 million yuan, with the investment period set from March 7, 2025, to March 6, 2026, and Juhe Investment will continue to implement the buyback plan as the current time has passed the halfway mark [1]

Group 1 - The core viewpoint of the news is that Saiwei Microelectronics has shown significant growth in revenue and net profit, alongside a notable increase in shareholder numbers and trading activity [2][3]. - As of August 29, Saiwei Microelectronics' financing balance reached 273 million yuan, accounting for 8.48% of its market capitalization, indicating a high level of financing activity [1]. - The company reported a revenue of 218 million yuan for the first half of 2025, representing a year-on-year growth of 31%, and a net profit of 39.34 million yuan, up 29.91% year-on-year [2]. Group 2 - The number of shareholders for Saiwei Microelectronics increased by 2.88% to 8,909 as of June 30, with an average of 6,043 shares held per shareholder, which is a 36.64% increase [2]. - Since its A-share listing, Saiwei Microelectronics has distributed a total of 101 million yuan in dividends [3]. - Notable institutional holdings include Penghua Youxuan Growth Mixed Fund, which increased its stake by 21.57 million shares, and Penghua Power Growth Mixed Fund, which added 12.30 million shares [3].

Core Viewpoint - The company Saiwei Microelectronics has shown significant growth in revenue and net profit, indicating a strong performance in the semiconductor industry, particularly in battery management chips [2][3]. Financing Summary - On August 28, Saiwei Microelectronics experienced a financing buy-in amount of 22.35 million yuan, with a net financing buy of -4.49 million yuan, indicating more repayments than new purchases [1]. - The total financing and securities balance as of August 28 is 272 million yuan, which accounts for 8.40% of the circulating market value, placing it in the high range compared to the past year [1]. - There were no short-selling activities on August 28, with a short-selling balance of 0, indicating a lack of bearish sentiment in the market [1]. Financial Performance - For the first half of 2025, Saiwei Microelectronics reported a 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, showing a year-on-year increase of 29.91% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 2.88% to 8,909, with an average of 6,043 circulating shares per person, up by 36.64% [2]. - The company has distributed a total of 101 million yuan in dividends since its A-share listing [3]. - Notable institutional holdings include Penghua Youxuan Growth Mixed A and Penghua Power Growth Mixed, which have increased their holdings compared to the previous period [3].

Financial Performance - The company reported a total revenue of 218 million yuan for the first half of 2025, representing a year-on-year increase of 31.0% [1] - The net profit attributable to shareholders reached 39.34 million yuan, up 29.91% year-on-year [1] - In Q2 2025, the total revenue was 127 million yuan, showing a year-on-year growth of 23.66% [1] - The net profit for Q2 2025 was 23.73 million yuan, reflecting a year-on-year increase of 3.79% [1] Profitability Metrics - The gross margin improved to 53.61%, an increase of 3.41% year-on-year [1] - The net profit margin slightly decreased to 18.01%, down 0.83% year-on-year [1] - Earnings per share (EPS) rose to 0.48 yuan, marking a 29.19% increase compared to the previous year [1] Cost and Expenses - Total selling, administrative, and financial expenses amounted to 27.31 million yuan, accounting for 12.5% of revenue, a decrease of 0.8% year-on-year [1] - The company reported a significant increase in interest-bearing liabilities, which rose by 2850.13% to 62.39 million yuan [1] Cash Flow and Assets - The company’s cash and cash equivalents decreased by 22.12% to 376 million yuan [1] - Accounts receivable increased by 40.86% to 35.60 million yuan [1] - Operating cash flow per share was reported at -0.1 yuan, a decline of 122.94% year-on-year [1] Investment and Returns - The company's return on invested capital (ROIC) was 4.3%, indicating a relatively weak capital return [3] - The historical median ROIC since the company went public is 6.67%, suggesting average investment returns [3] - The net profit margin for the previous year was 20.06%, indicating high value-added products or services [3] Fund Holdings - The largest fund holding shares in the company is Penghua Preferred Growth Mixed A, which increased its position to 1.43 million shares [4] - Other funds, such as Penghua Power LOF and Penghua Chip Industry Mixed Initiation A, also increased their holdings [4] - The fund's recent performance shows a net asset value of 0.7924, with a year-on-year increase of 56.43% [4]