证券代码：300456 证券简称：赛微电子 公告编号：2025-084 北京赛微电子股份有限公司 关于青岛展诚科技有限公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 截至本公告披露日，展诚科技的股权结构如下： 1 | 9 | 李世密 | 0.76% | | --- | --- | --- | | 10 | 刘晓颖 | 0.76% | | | 合计 | 100.00% | 三、对公司的影响 通过本次交易，公司将进一步拓展和深化在 MEMS 芯片制造、芯片物理设计 服务领域的战略布局，同时依托展诚科技在芯片物理设计服务及 EDA 软件开发领 域积累的产业资源，以"MEMS+"模式推动双方业务发展，促进公司半导体服务 产业生态协同，从而进一步提升公司综合竞争实力、行业地位和竞争力，提升公 司中长期持续盈利能力，为股东创造更多的投资回报。 一、前期情况概述 北京赛微电子股份有限公司（以下简称"公司"）于 2025 年 8 月 19 日召开 的第五届董事会第十九次会议审议通过了《关于收购青岛展诚科技有限公司 56.24%股权的议案》，同意公司 ...

Group 1 - The lithography machine concept sector increased by 3.40%, ranking 6th among concept sectors, with 34 stocks rising, including United Chemical and Jiangfeng Electronics, which both hit a 20% limit up [1] - Notable gainers in the sector included Zhangjiang Hi-Tech and Hongtian Co., which also reached their limit up, while Fuchuang Precision, Zhongrun Optical, and Huate Gas saw increases of 11.32%, 8.31%, and 6.41% respectively [1] - The biggest decliners were Haili Co., Tengjing Technology, and Dazhu Laser, which fell by 7.00%, 4.47%, and 2.54% respectively [1] Group 2 - The lithography machine concept sector attracted a net inflow of 583 million yuan, with 29 stocks receiving net inflows, and 14 stocks seeing inflows exceeding 50 million yuan [2] - Jiangfeng Electronics led the net inflow with 545 million yuan, followed by Jingfang Technology, Hongtian Co., and Saiwei Electronics with net inflows of 274 million yuan, 153 million yuan, and 102 million yuan respectively [2] - The top stocks by net inflow ratio included Hongtian Co., United Chemical, and Huaya Intelligent, with net inflow ratios of 26.35%, 18.30%, and 14.67% respectively [3] Group 3 - Jiangfeng Electronics had a daily increase of 20.00% with a turnover rate of 18.27% and a net inflow of 545.19 million yuan [3] - Other notable stocks included Jingfang Technology with a 3.03% increase and a net inflow of 273.66 million yuan, and Hongtian Co. with a 10.00% increase and a net inflow of 153.48 million yuan [4] - Stocks like Fuchuang Precision and Xinji Technology also showed significant increases of 11.32% and 4.02% respectively, with respective net inflows of 85.74 million yuan and 71.83 million yuan [4]

Group 1 - Qianyu Medical's shareholder QM5 LIMITED plans to transfer approximately 6.6693 million shares, accounting for 2% of the company's total share capital [1] - Guizhou Platinum Industry intends to raise no more than 1.291 billion yuan for technological innovation platform construction, industrial transformation, and working capital [1] - Guangdong Construction has won a bid for the Guangzhou Financial City East District project with a contract value of 1.924 billion yuan [1] Group 2 - Sanfu New Science plans to repurchase shares with a total amount not less than 10 million yuan and not exceeding 15 million yuan [3] - Baiyun Mountain's subsidiary has entered the II phase of clinical trials for children's Xiao Chai Hu granules, aimed at treating pediatric gastrointestinal colds [4] - Lepu Medical has signed a strategic cooperation agreement with Hanhai Information for market promotion and operation rights in mainland China [5] Group 3 - Daotong Technology plans to transfer 46% of its stake in Saifang Technology for a total consideration of 109 million yuan [7] - Rizhao Port's shareholder Shandong Energy Group intends to reduce its stake by up to 3% [8] - Saiwei Electronics reports that the National Integrated Circuit Fund has reduced its stake by 6.3481 million shares, representing 0.87% of the total share capital [10] Group 4 - Changji Logistics proposes a cash dividend of 0.31 yuan per share for the 2025 interim period [11] - Xuelong Group's shareholder plans to reduce its stake by up to 1.95% [13] - Lianxiang Co. plans to reduce its stake by a total of 3.74% [15] Group 5 - Yingfeite's actual controller plans to reduce its stake by up to 2.82% [16] - Baolong Technology's director plans to reduce his stake by up to 0.11% [17] - China Electric Research's shareholder plans to transfer 2% of the company's shares through an inquiry transfer [18] Group 6 - Oriental Pearl plans to participate in establishing an investment fund with a total fundraising scale of 714 million yuan [19] - Tianqin Equipment's shareholder plans to reduce its stake by up to 1% [21] - Crystal Optoelectronics' shareholder plans to reduce its stake by up to 0.99% [22] Group 7 - Changchun Technology expects a net profit increase of 131.39% to 145.38% for the first three quarters of 2025 [22] - Jinhai Tong's shareholder plans to reduce its stake by up to 1% [24] - Zhongdian Electric's shareholder plans to reduce its stake by up to 3% [26] Group 8 - Zhixiang Jintai has signed exclusive cooperation agreements for two monoclonal antibody injections [27] - Chuangli Group's director plans to reduce his stake by up to 0.7% [28] - Henghui Security's shareholders plan to reduce their stake by a total of 2.34% [29] Group 9 - Tianci Materials' subsidiary has signed a supply cooperation agreement for no less than 800,000 tons of electrolyte products [29] - Tianci Materials has submitted an application for H-share listing on the Hong Kong Stock Exchange [30] - Zhongke Haixun has signed a strategic cooperation agreement with Beibu Gulf Port Group [30] Group 10 - China CNR has elected Sun Yongcai as the chairman of the board [31] - Baiwei Storage plans to issue H-shares and list on the Hong Kong Stock Exchange [32] - Shengxin Lithium Energy plans to acquire a 21% stake in Qicheng Mining for 1.456 billion yuan [33] Group 11 - Zhongjing Electronics plans to raise no more than 700 million yuan for various projects [35] - Dingxin Communications clarifies that its technology authorization from Pingtouge is unrelated to AI intelligent reasoning chips [37] - Rihai Intelligent's major shareholder plans to reduce its stake by up to 2.77% [38] Group 12 - Rihai Optical's actual controller plans to reduce his stake by up to 3% [39] - Xilong Science's actual controllers plan to reduce their stake by a total of 3% [40] - Honggong Technology plans to sign a project contract with a maximum investment of 450 million yuan [41] Group 13 - Mankang Pharmaceutical has signed a strategic cooperation agreement with Nanjing Haijing Pharmaceutical [42] - Mankang Pharmaceutical plans to raise no more than 1.033 billion yuan through a private placement [42] - Kaidi Co.'s shareholder plans to reduce its stake by up to 38,030 shares [43] Group 14 - Hesheng Co. has launched a stock option and restricted stock incentive plan totaling 3.6 million shares [44] - ST Yigou's shareholder plans to reduce its stake by up to 2.85% [46] - Jinziham's subsidiary plans to invest up to 300 million yuan in Zhongzheng Microelectronics [49]

Core Viewpoint - The lithography machine concept sector has shown a modest increase of 0.72%, ranking third among concept sectors in terms of growth, with notable stocks experiencing significant gains and losses [1][2]. Group 1: Market Performance - As of September 23, the lithography machine concept sector saw 19 stocks rise, with Wavelength Optoelectronics hitting a 20% limit up, while stocks like Zhangjiang Hi-Tech and Kaimete Gas also reached their upper limits [1]. - Leading gainers included Haili Co., Guangli Micro, and Kema Technology, which rose by 6.32%, 5.03%, and 4.86% respectively [1]. - Conversely, the biggest decliners were Saiwei Electronics, Meike Technology, and Su Da Weige, which fell by 4.87%, 4.00%, and 3.71% respectively [1]. Group 2: Capital Flow - The lithography machine concept sector experienced a net outflow of 1.384 billion yuan in main funds, with 9 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 10 million yuan [2]. - Wavelength Optoelectronics led the net inflow with 94.82 million yuan, followed by Xinqi Micro, Huachen Equipment, and Fulede with net inflows of 78.58 million yuan, 41.88 million yuan, and 37.01 million yuan respectively [2][3]. Group 3: Stock Performance Metrics - In terms of net inflow ratios, Fulede, Huachen Equipment, and Xinqi Micro led with net inflow rates of 6.78%, 6.09%, and 5.32% respectively [3]. - The stock performance table indicates that Wavelength Optoelectronics had a daily increase of 20.00% with a turnover rate of 50.27%, while other notable stocks like Xinqi Micro and Huachen Equipment had increases of 3.73% and -3.36% respectively [3][4].

赛微电子(300456.SZ)跌7.18%，报25.34元，总市值185.54亿元。赛微电子公告称，公司持股5%以上股东国家集成电路产业投资基金股份有限公司于2025年7 月30日至9月22日通过集中竞价方式合计减持公司股份634.81万股，占公司总股本的0.87%，持股比例由7.82%下降至6.95%，触及1%整数倍。此次减持不会 导致公司控制权变化，对持续经营无重大影响。(格隆汇) ...

责任编辑：小浪快报 截至6月30日，赛微电子股东户数6.59万，较上期减少2.35%；人均流通股9071股，较上期增加2.41%。 2025年1月-6月，赛微电子实现营业收入5.70亿元，同比增长3.40%；归母净利润-65.03万元，同比增长 98.48%。 分红方面，赛微电子A股上市后累计派现1.55亿元。近三年，累计派现2562.75万元。 机构持仓方面，截止2025年6月30日，赛微电子十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1027.08万股，相比上期增加630.89万股。国联安中证全指半导体产品与设备ETF联接A （007300）位居第四大流通股东，持股543.24万股，相比上期增加49.55万股。南方中证1000ETF （512100）位居第五大流通股东，持股474.16万股，相比上期增加85.35万股。华夏中证1000ETF （159845）位居第十大流通股东，持股279.04万股，为新进股东。 资金流向方面，主力资金净流出2410.29万元，特大单买入2575.64万元，占比6.94%，卖出3175.09万 元，占比8.55%；大单买入6052.15万元，占比16.30 ...

Summary of Key Points Core Viewpoint - On September 22, a total of 29 A-share listed companies disclosed share reduction plans, indicating a trend of insider selling in the market [1]. Group 1: Companies with Share Reduction Plans - Kaidi Co., Ltd. plans to reduce its shares by no more than 380,300 shares [3]. - Rihai Intelligent's largest shareholder intends to reduce its stake by no more than 2.77% [3]. - Xilong Science's controlling shareholders plan to collectively reduce their shares by no more than 3% [3]. - Aopu Optoelectronics' controlling shareholder has completed its reduction plan [3]. - Rijiu Optoelectronics' controlling shareholder, Chen Xiaoli, plans to reduce no more than 3% of the company's shares [3]. - Demingli's controlling shareholder has completed its reduction plan [3]. - Zhongshe Co., Ltd.'s shareholder Chen Fengjun intends to reduce no more than 1% of the company's shares [3]. - Henghui Security's shareholders plan to collectively reduce no more than 2.34% of the company's shares [3]. - Debang Technology's National Integrated Circuit Industry Investment Fund recently reduced its stake by 0.65% [3]. - Chuangli Group's director and deputy general manager, Geng Weidong, plans to reduce no more than 0.6956% of the company's shares [3]. - Zhongdian Electric's shareholder Wang Jiankai intends to reduce no more than 3% of the company's shares [3]. - SF Express' shareholder Liu Jilu plans to transfer no more than 7 million A-shares to his son-in-law [3]. - Tianqin Equipment's shareholder Zhang Peng plans to reduce no more than 1% of the company's shares [3]. - Shuijing Optoelectronics' shareholder Shen Gai Zhen intends to reduce no more than 0.99% of the company's shares [3]. - Yingfite's controlling shareholder plans to reduce no more than 2.82% of the company's shares [3]. - Baicheng Medical's part of the board and supervisors plan to reduce their shares [3]. - Guangting Information's SAIC Venture Capital plans to transfer 3.16% of the company's shares to SAIC Group [3]. - Sihui Fushi's controlling shareholder and its concerted parties recently reduced a total of 385,200 shares [3]. - Baolong Technology's director Wang Shengquan plans to reduce no more than 0.11% of the company's shares [3]. - Saiwei Electronics' National Integrated Circuit Industry Investment Fund recently reduced a total of 6.3481 million shares [3]. - Rizhao Port's Shandong Energy plans to reduce no more than 3% of the company's shares [3]. - Xuelong Group's shareholder Ningbo Lianzhan plans to reduce no more than 1.95% of the company's shares [3]. - China Electric Research's shareholder Kaitian Investment plans to transfer 8.09 million shares [3]. - Lianxiang Co., Ltd.'s shareholders plan to reduce no more than 2.58% and 1.16% of the company's shares [3]. - Yingnuo Laser's shareholder reduction plan has been completed [3]. - Zhejiang Pharmaceutical's shareholder Guotou Gaoke plans to reduce no more than 1% of the company's shares [3]. - Dingyang Technology's shareholders plan to transfer 3.184 million shares, accounting for 2% of the total share capital [3]. - Sanyou Medical's shareholder QM5 LIMITED plans to transfer 6.67 million shares, accounting for 2% of the total share capital [3].

【赛微电子股东国家集成电路产业投资基金减持股份】9月22日，赛微电子(300456.SZ)公告透露，公司 持股5%以上股东国家集成电路产业投资基金股份有限公司，在2025年7月30日至9月22日，通过集中竞 价方式合计减持634.81万股。 此次减持股份占公司总股本的0.87%，其持股比例由7.82%降至6.95%，触 及1%整数倍。 公告显示，此次减持不会导致公司控制权变化，对持续经营也无重大影响。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Group 1 - The National Integrated Circuit Industry Investment Fund reduced its stake in Saiwei Electronics by 634.81 million shares, representing 0.87% of the total share capital, decreasing its holding from 7.82% to 6.95% [1] - As of the end of Q2, the fund held 8.75% of Saiwei Electronics, making it the second-largest shareholder [1] Group 2 - Changchuan Technology expects a net profit of 827 million to 877 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 131% to 145% [2] - The growth is attributed to strong market demand in the semiconductor industry and a significant increase in sales revenue [2] Group 3 - Zhixiang Jintai signed exclusive commercialization agreements with Kangzhe Pharmaceutical for two monoclonal antibody injection products, securing upfront and milestone payments totaling approximately 510 million yuan [3] Group 4 - Oriental Pearl plans to invest 244 million yuan in the Advanced Computing Phase II Fund, which will acquire equity in Super Fusion Digital Technology Co., Ltd [4] - The total fundraising size of the fund is 714 million yuan, with the company's investment amounting to 499 million yuan in total [4] Group 5 - Guangli Micro announced an inquiry transfer price of 65 yuan per share, which is a 28% discount compared to the closing price of 90.46 yuan per share [5] - The inquiry transfer was fully subscribed by 24 institutional investors, with a total of 612.73 million shares to be transferred [5] Group 6 - Fourhui Fushi's controlling shareholder reduced its stake by 38.52 million shares between September 12 and September 19, 2025, resulting in a decrease in their holding from 64.96% to 63.82% [6] Group 7 - Tian Shili's subsidiary received approval for a new indication for its drug, making it the only approved recombinant human urokinase product in China for treating acute ischemic stroke [7] - This approval expands the company's product line in the neurology/psychiatry field [7] Group 8 - Yabao Pharmaceutical decided to terminate the clinical trial for SY-009 and will recognize an asset impairment provision of 55.7933 million yuan, which will reduce the company's total profit for 2025 by the same amount [8] - The decision was made due to the uncertainty and significant investment required for further development of the drug [8]

格隆汇9月22日丨赛微电子(300456.SZ)公布，收到公司持股5%以上股东国家集成电路产业投资基金股份 有限公司（简称"国家集成电路基金"）出具的《关于减持股份触及1%整数倍的告知函》。2025年7月30 日至2025年9月22日，国家集成电路基金通过集中竞价方式合计减持其持有的公司股份6,348,146股，占 公司总股本的0.87%。 ...