Group 1 - The A-share market's photolithography machine sector experienced a collective surge, indicating strong investor interest and potential growth in this industry [1] - Xinlai Materials saw a significant increase of over 11%, reflecting positive market sentiment towards the company [1] - Kaimeteqi reached a daily limit increase of 10%, showcasing robust performance and investor confidence [1] Group 2 - Saiwei Electronics and Jinghua Laser both rose by over 6%, indicating a favorable trend among key players in the photolithography machine sector [1] - Lanying Equipment and Sudavige also reported gains of over 5%, further emphasizing the overall strength of the sector [1]

Core Viewpoint - The company, Saiwei Electronics, emphasizes its capability to provide wafer-related process development and manufacturing services for silicon photonic chips through its domestic and overseas production lines, including its Swedish subsidiary Silex, indicating a strong future potential in this sector [1] Group 1 - The company can offer process development and wafer manufacturing services for silicon photonic chips [1] - Silicon photonic chips combine the large-scale, high-precision manufacturing characteristics of semiconductors with the high speed and low power consumption advantages of photonic technology [1] - The company believes that silicon photonic chips have broad application and development prospects in the future [1]

Group 1 - The core viewpoint of the article is that the company, Saiwei Electronics, is actively developing silicon photonic communication chip manufacturing technology and is making progress in related technical challenges and foundational application research [1] - The MEMS-OCS at the Beijing FAB has entered the trial production stage, indicating a significant milestone in the company's manufacturing capabilities [1]

证券日报网讯 12月17日，赛微电子在互动平台回答投资者提问时表示，公司是一家业界领先、自主可 控、采用"Pure-Foundry"模式、国际化运营的MEMS芯片专业制造厂商，一直致力于为通信计算、生物 医疗、工业汽车、消费电子等各领域客户（包括知名巨头厂商及新兴中小厂商）提供一流的MEMS工艺 开发及晶圆制造服务，客户方面，公司与各客户均签订了保密协议，与客户相关的具体信息需遵循商业 保密条款不便公开，敬请理解。 （文章来源：证券日报） ...

证券日报网讯 12月17日，赛微电子在互动平台回答投资者提问时表示，瑞典Silex的确正在筹备推动IPO 相关工作，公司希望能与本地财团、管理层一起努力实现瑞典Silex的IPO；但其中涉及的公司估值、股 权架构、融资规模、具体发行时间及未来发展规划等核心信息，将随后续工作推进逐步明确，最终以瑞 典Silex后续工作开展及实现的具体结果为准。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月17日，赛微电子在互动平台回答投资者提问时表示，公司在定期报告中披露股东人 数。 ...

（文章来源：证券日报） 证券日报网讯 12月17日，赛微电子在互动平台回答投资者提问时表示，公司是一家业界领先、自主可 控、采用"Pure-Foundry"模式、国际化运营的MEMS芯片专业制造厂商，一直致力于为通信计算、生物 医疗、工业汽车、消费电子等各领域客户（包括知名巨头厂商及新兴中小厂商）提供一流的MEMS工艺 开发及晶圆制造服务。 ...

Market Performance - The Shanghai Composite Index closed at 3870.28 points, up 1.19%, with a trading volume of 766.8 billion yuan [1] - The Shenzhen Component Index closed at 13224.51 points, up 2.4%, with a trading volume of 1044.325 billion yuan [1] - The ChiNext Index closed at 3175.91 points, up 3.39%, with a trading volume of 495.114 billion yuan [1] - The STAR Market 50 Index closed at 1325.33 points, up 2.47%, with a trading volume of 50.2 billion yuan [1] - The total trading volume of both markets reached 1811.125 billion yuan, an increase of 86.946 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as telecommunications, non-ferrous metals, insurance, precious metals, electronics, chemicals, power equipment, and media [2] - Concepts like CPO, lithium mining, optical communication modules, liquid cooling, copper cable high-speed connections, fluorine chemicals, PCB, and composite current collectors showed active trends [2] - The agriculture, defense, and liquor sectors experienced declines, with weaker trends in concepts like space stations, satellite internet, duty-free, rental sales, and grain [2] Fund Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 6.73 billion yuan [3] - The ChiNext saw a net outflow of 4.067 billion yuan, while the CSI 300 index experienced a net outflow of 5.145 billion yuan [4] - The telecommunications sector had the highest net inflow of main funds, amounting to 4.529 billion yuan, followed by non-ferrous metals, electronics, and power equipment [4] Individual Stock Performance - A total of 2117 stocks saw net inflows of main funds, with 93 stocks receiving over 100 million yuan in net inflows [5] - The stock with the highest net inflow was Zhongji Xuchuang, with 1.426 billion yuan, followed by Xinyi Sheng, Shenghong Technology, Tianfu Communication, and others [6] - Conversely, 3043 stocks experienced net outflows, with 75 stocks seeing over 100 million yuan in net outflows [7] - The stock with the highest net outflow was Pingtan Development, with 1.459 billion yuan, followed by Yonghui Supermarket, Aerospace Development, and others [8] Institutional Activity - Institutional seats had a net buy of approximately 471 million yuan, with 16 stocks being net bought and 11 stocks being net sold [9] - The stock with the highest net buy from institutions was Juguang Technology, with about 291 million yuan [10] - The stock with the highest net sell was Yingweike, with approximately 22 million yuan, followed by Xue Ren Group, Guangxun Technology, and others [11]

Market Overview - The Shanghai Composite Index rose by 1.19% on December 17, with 28 out of the 31 sectors experiencing gains. The top-performing sectors were telecommunications and non-ferrous metals, with increases of 5.07% and 3.03%, respectively. The electronics sector ranked third in terms of growth [1] - The total net inflow of capital in the two markets was 9.51 billion yuan, with 16 sectors seeing net inflows. The telecommunications sector led with a net inflow of 6.449 billion yuan, followed by the electronics sector with a net inflow of 6.340 billion yuan [1] Electronics Sector Performance - The electronics sector increased by 2.48%, with a total net inflow of 6.340 billion yuan. Out of 474 stocks in this sector, 372 stocks rose, 4 hit the daily limit up, while 98 stocks fell, and 1 hit the daily limit down [2] - Among the stocks with significant net inflows, C Muxi-U topped the list with a net inflow of 1.786 billion yuan, followed by Shenghong Technology and Industrial Fulian with net inflows of 1.162 billion yuan and 720 million yuan, respectively [2] - The sector also had stocks with notable net outflows, with Saiwei Electronics leading at a net outflow of 712.53 million yuan, followed by Xinwei Communication and GoerTek with net outflows of 307.03 million yuan and 303.23 million yuan, respectively [3] Capital Flow in Electronics Sector - The top stocks in terms of capital inflow included: - C Muxi-U: +692.95%, turnover rate of 84.72%, net inflow of 1.785 billion yuan - Shenghong Technology: +5.95%, turnover rate of 5.34%, net inflow of 1.161 billion yuan - Industrial Fulian: +4.33%, turnover rate of 0.82%, net inflow of 719.83 million yuan [2] - The stocks with the highest capital outflows included: - Saiwei Electronics: -5.53%, turnover rate of 20.25%, net outflow of 712.53 million yuan - Xinwei Communication: -1.51%, turnover rate of 7.01%, net outflow of 307.03 million yuan - GoerTek: +0.46%, turnover rate of 2.66%, net outflow of 303.23 million yuan [3]

Group 1 - The core viewpoint of the article highlights that Silex, originally a wholly-owned subsidiary of the company, is now an important equity investee [2] - According to Yole Development, Silex has ranked as the world's leading MEMS pure foundry for six consecutive years from 2019 to 2024 [2]