格隆汇12月3日丨赛微电子(300456.SZ)公布，因业务发展需要，公司全资子公司微芯科技拟与初芯科 技、吕朋钊签署《合伙协议》，共同投资设立初芯微科技。其中微芯科技作为有限合伙人（LP）拟以 自有资金出资6,600万元，占合伙企业出资额的30%。本次投资事项不会导致公司合并报表范围变更。 公司全资子公司微芯科技本次拟以自有资金投入，目的在于通过参与投资该合伙企业，借助该合伙企业 架构与相关方进行便利合作及资源整合，积极组织把握优质的产业布局机会，拓展公司投资渠道，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。 ...

关于全资子公司对外投资设立合伙企业的公告 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。 特别提示： 证券代码：300456 证券简称：赛微电子 公告编号：2025-100 北京赛微电子股份有限公司 1、北京赛微电子股份有限公司（以下简称"公司"）全资子公司北京微芯科 技有限公司（以下简称"微芯科技"）拟与青岛初芯共创科技有限公司（以下简 称"初芯科技"）、吕朋钊签署《合伙协议》，共同投资设立杭州初芯微科技合伙 企业（有限合伙）（暂定名，最终以市场监督管理机构登记核定的名称为准，以 下简称"初芯微科技"）。其中微芯科技拟以自有资金出资 6,600 万元，占合伙企 业出资额的 30%。 2、根据《深圳证券交易所创业板股票上市规则》等相关法律法规及《公司 章程》等的规定，本次交易事项在公司董事长审议权限范围内，无需提交公司董 事会或股东会审议。 3、根据《深圳证券交易所创业板股票上市规则》等相关法律法规及《公司 章程》等的规定，本次投资事项不涉及关联交易，也不构成《上市公司重大资产 重组管理办法》规定的重大资产重组。 一、对外投资情况概述 因业务发展需要，公司全资 ...

New Stock Listings - China Uranium Industry (Stock Code: 001280) listed at an issue price of 17.89 on December 3, 2025[1] - 荃银高科 (Stock Code: 300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - 天普股份 (Stock Code: 605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Risk Alerts - *ST苏吴 (Stock Code: 600200) enters delisting arrangement starting December 9, 2025[1] - 赛微电子 (Stock Code: 300456) reported severe abnormal fluctuations[1] Other Announcements - Various companies including 江龙船艇 (Stock Code: 300589) and 北大医药 (Stock Code: 000788) have recent announcements regarding their stock activities[1] - Multiple companies are under scrutiny for abnormal trading activities, including *ST绿康 (Stock Code: 002868) and 特发信息 (Stock Code: 000070)[2][3]

Core Viewpoint - The stock market experienced declines on December 3, with the Shanghai Composite Index down by 0.51%, the Shenzhen Component Index down by 0.78%, and the ChiNext Index down by 1.12%. Notably, China Uranium Industry (001280.SZ) saw significant net inflow of funds, amounting to 419 million yuan, while Pingtan Development (000592.SZ) faced the largest net outflow of 362 million yuan [1][2]. Group 1: Stock Performance - China Uranium Industry recorded a remarkable increase of 280.04% in stock price, with a turnover rate of 77.55% and a net buying amount of 419.4 million yuan, accounting for 5.19% of total trading volume [2][4]. - Pingtan Development experienced a decline of 9.91% in stock price, with a turnover rate of 37.51% and a net selling amount of 36.2 million yuan, representing 4.12% of total trading volume [5][10]. Group 2: Institutional Activity - On December 3, 26 stocks on the leaderboard saw institutional activity, with institutions net selling a total of 533 million yuan. Specifically, institutions net bought 9 stocks and net sold 17 stocks [6]. - The stock with the highest net buying by institutions was Sifangda (300179.SZ), which rose by 15.37% and had a turnover rate of 30.53% [6][7]. Group 3: Northbound Capital Flow - Northbound capital participated in 19 stocks on the leaderboard, with a total net outflow of 152 million yuan. The net buying was highest for Tongyu Communication (002792.SZ) at 187 million yuan, while the largest net selling was for Saiwei Electronics (300456.SZ) at 247 million yuan, which fell by 19.56% [11][14]. - Notably, both institutions and northbound capital jointly net bought Tongyu Communication and net sold stocks like Tongqing Building, Daoming Optical, and Pingtan Development [14][15].

Market Overview - On December 3, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index decreased by 0.78%, and the ChiNext Index dropped by 1.12% [2] - A total of 51 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with the highest net inflow of funds being 419 million yuan into China Uranium Industry (001280.SZ) [2][4] Stock Performance - China Uranium Industry saw a remarkable increase of 280.04% in its stock price, with a turnover rate of 77.55% and a net buying amount of 419.4 million yuan, accounting for 5.19% of the total trading volume [4][5] - The stock with the highest net outflow was Pingtan Development (000592.SZ), which experienced a decline of 9.91% and a net selling amount of 362 million yuan, representing 4.12% of the total trading volume [5][6] Institutional Activity - Among the 26 stocks on the Dragon and Tiger List, institutions were involved in 9 net purchases and 17 net sales, with a total net selling amount of 533 million yuan [5][6] - The stock with the highest net buying by institutions was Sifangda (300179.SZ), which rose by 15.37% with a turnover rate of 30.53% [6] Northbound Capital Flow - Northbound funds participated in 19 stocks on the Dragon and Tiger List, with a total net outflow of 152 million yuan [10] - The stock with the highest net buying from northbound funds was Tongyu Communication (002792.SZ), with a net inflow of 187 million yuan, while the highest net outflow was from Saiwei Electronics (300456.SZ), amounting to 247 million yuan and a decline of 19.56% [11][15] Summary of Key Stocks - The stocks with significant institutional and northbound fund activity included: - Tongyu Communication: Net buying of 22.2 million yuan combined from institutions and northbound funds [15] - Sifangda: Net buying of 5.607 million yuan from institutions [7] - Pingtan Development: Net selling of 250.88 million yuan combined from institutions and northbound funds [15]

Market Overview - A-shares experienced a decline across the board, with the ChiNext index dropping over 1% and the Shanghai Composite Index closing down 0.51% at 3878 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 168.37 billion yuan, an increase of 76.4 billion yuan compared to the previous day [1] Sector Performance - The AI application concept saw a pullback, with stocks like Fushi Holdings falling over 12% and Inspur Software hitting the daily limit down [1] - Conversely, the non-ferrous metals and coal sectors showed resilience, with stocks such as Dayou Energy and Antai Group hitting the daily limit up [1] - The cultivated diamond concept surged, with Sifangda rising over 15% and Huifeng Diamond increasing by more than 10% [1] - The anti-influenza concept remained active, highlighted by Haiwang Biological achieving six consecutive limit-up days [2] Influenza-related Developments - The China CDC reported a nearly 45% positivity rate for influenza-like cases, indicating a significant rise in flu activity across the country [2] - The H3N2 subtype remains the dominant strain, accounting for over 95% of cases, with expectations of peak activity in mid-December [2] - Companies like Hainan Haiyao and Dajia Weikang are ramping up production and supply of influenza-related medications in response to rising demand [3] Stock Movements - Several strong stocks experienced sharp declines, with Saiwei Electronics dropping 19.56% after a significant prior increase of approximately 118% over the last ten trading days [4] - Heavily traded stocks such as Hefei China and Jinfu Technology also faced significant sell-offs, with both hitting the daily limit down [6][8] - Jinfu Technology's stock price had previously surged over 280% since late October, prompting warnings about potential market overheating [6][9]

Core Insights - The stock of Saiwei Electronics experienced a significant decline of 19.56% in a single trading day, with a turnover rate of 32.06% and a total trading volume of 9.801 billion yuan [2] - Institutional investors showed mixed activity, with a net buying of 17.6892 million yuan while the Shenzhen Stock Connect recorded a net selling of 247 million yuan [2] - The stock faced substantial outflows, with a net outflow of 1.125 billion yuan from major funds, including a notable outflow of 1.079 billion yuan from large orders over the day [2] Trading Activity - The stock's trading data indicated that the top five trading desks accounted for a total transaction volume of 1.193 billion yuan, with buying transactions amounting to 493 million yuan and selling transactions totaling 699 million yuan, resulting in a net selling of 206 million yuan [2] - Specific trading desks included two institutional special seats, which collectively bought 91.6028 million yuan and sold 73.9136 million yuan, leading to a net buying of 17.6892 million yuan [2] - The Shenzhen Stock Connect was the largest selling desk, with buying transactions of 52.5799 million yuan and selling transactions of 300 million yuan, resulting in a net selling of 247 million yuan [2] Margin Trading Data - As of December 2, the margin trading balance for the stock was reported at 1.858 billion yuan, with a financing balance of 1.850 billion yuan and a securities lending balance of 8.2503 million yuan [3] - Over the past five days, the financing balance increased by 474 million yuan, reflecting a growth rate of 34.43%, while the securities lending balance rose by 2.9434 million yuan, marking a 55.46% increase [3]

3日，A股全线走低，午后再度下探，创业板指跌超1%；港股走势疲弱，两大股指均跌超1%。 具体来看，深证成指、创业板指早盘一度冲高，随后震荡下探，尾盘加速下行。截至收盘，沪指跌0.51%报 3878点，深证成指跌0.78%，创业板指跌1.12%，沪深北三市合计成交16837亿元，较此前一日增加764亿元。 场内近3900股飘绿，AI应用概念回落，福石控股跌超12%，浪潮软件跌停；有色、煤炭板块逆市拉升，大有能 源、安泰集团、新大洲A等涨停；培育钻石概念爆发，四方达涨超15%，惠丰钻石涨逾10%；抗流感概念活 跃，海王生物斩获6连板，金迪克、粤万年青涨超15%。值得注意的是，多只强势股盘中异动，如赛微电子逼 近跌停，合富中国、东百集团、金富科技等尾盘跌停。此外，海欣食品、道明光学盘中多次炸板。 抗流感概念活跃 抗流感概念近日持续活跃，截至收盘，海王生物涨停斩获6连板，*ST长药20%涨停，金迪克、粤万年青涨超 15%，康辰药业亦涨停。 消息面上，中国疾病预防控制中心近日发布的《全国急性呼吸道传染病哨点监测情况（2025年第47周）》显 示，在全国门急诊流感样病例中，流感阳性率接近45%，整体进入中流行水平，部分省 ...

Core Viewpoint - Saiwei Electronics (300456.SZ) experienced a significant decline of 19.56% today, with a turnover rate of 32.06% and a transaction volume of 9.801 billion yuan [1] Trading Activity Summary - The net selling by the Shenzhen Stock Connect amounted to 247 million yuan, with purchases of 52.58 million yuan and sales of 300 million yuan [1] - Institutional investors recorded a net buying of 17.69 million yuan, with purchases of 91.60 million yuan and sales of 73.91 million yuan [1] - The top five trading seats contributed to a total net selling of 206 million yuan, with total buying of 493 million yuan and selling of 699 million yuan [1] Top Trading Seats - The top five trading seats by buying amount are: 1. Dongfang Caifu Securities Lhasa Tuanjie Road First Securities Office: 91.06 million yuan (0.93% of total transaction) [1] 2. Institutional Special: 90.34 million yuan (0.92% of total transaction) [1] 3. Dongfang Caifu Securities Lhasa Tuanjie Road Second Securities Office: 90.17 million yuan (0.92% of total transaction) [1] 4. Dongfang Caifu Securities Lhasa Donghuan Road Second Securities Office: 88.26 million yuan (0.90% of total transaction) [1] 5. Dongfang Caifu Securities Lhasa Donghuan Road First Securities Office: 79.47 million yuan (0.81% of total transaction) [1]

Market Overview - The Shanghai Composite Index fell by 0.51% on December 3rd, with six industries rising, led by transportation and non-ferrous metals, which increased by 0.69% and 0.63% respectively. The media and computer sectors experienced the largest declines, down by 2.86% and 2.26% respectively [2] Capital Flow Analysis - The net outflow of capital from the two markets reached 57.883 billion yuan, with only three industries seeing net inflows. The non-ferrous metals industry had a net inflow of 4.407 billion yuan, followed by coal with 0.235 billion yuan, and transportation with 0.00533 billion yuan [2] - A total of 28 industries experienced net outflows, with the computer industry leading with a net outflow of 9.185 billion yuan, followed by the electronics industry with an outflow of 8.163 billion yuan. Other industries with significant outflows included power equipment, communication, and media [2] Electronics Industry Performance - The electronics industry declined by 0.93%, with a total net outflow of 8.163 billion yuan. Out of 471 stocks in this sector, 95 rose, including 5 that hit the daily limit, while 368 fell [3] - Within the electronics sector, 115 stocks saw net inflows, with 14 stocks receiving over 100 million yuan. The top inflow was from BOE Technology Group, which attracted 1.134 billion yuan, followed by Huaying Technology and TCL Technology with inflows of 0.940 billion yuan and 0.743 billion yuan respectively [3] - The stocks with the largest net outflows included Sai Microelectronics, Shannon Microelectronics, and Changying Precision, with outflows of 1.125 billion yuan, 0.841 billion yuan, and 0.807 billion yuan respectively [3][5] Top Gainers in Electronics - The top gainers in the electronics sector included: - BOE Technology Group: +3.87%, turnover rate 3.54%, net inflow 1.134 billion yuan - Huaying Technology: +10.02%, turnover rate 18.93%, net inflow 0.940 billion yuan - TCL Technology: +4.08%, turnover rate 3.93%, net inflow 0.743 billion yuan [4] Top Losers in Electronics - The top losers in the electronics sector included: - Sai Microelectronics: -19.56%, turnover rate 32.06%, net outflow -1.125 billion yuan - Shannon Microelectronics: -2.99%, turnover rate 8.13%, net outflow -0.841 billion yuan - Changying Precision: -6.35%, turnover rate 11.37%, net outflow -0.807 billion yuan [5]