12月2日，赛微电子公告，公司股票在连续十个交易日内收盘价格涨幅偏离值累计超过100%，属于股票 交易严重异常波动情形。公司当前核心业务为MEMS工艺开发及晶圆制造，具有长周期、重资产特征， 产能利用率、良率的爬坡等需遵循客观规律，业务的积累和发展需要一个客观的过程和时间。今年以来 公司发起的投资活动，主要着眼于中长期布局，短期对公司业绩及产业链支撑作用可能有限，中长期影 响有待观察，近期公司经营情况及内外部经营环境未发生重大变化。 ...

每经AI快讯，12月2日，赛微电子（300456）(300456.SZ)公告称，公司股票在连续十个交易日内收盘价 格涨幅偏离值累计超过100%，属于股票交易严重异常波动情形。公司当前核心业务为MEMS工艺开发 及晶圆制造，具有长周期、重资产特征，产能利用率、良率的爬坡等需遵循客观规律，业务的积累和发 展需要一个客观的过程和时间。今年以来公司发起的投资活动，主要着眼于中长期布局，短期对公司业 绩及产业链支撑作用可能有限，中长期影响有待观察，近期公司经营情况及内外部经营环境未发生重大 变化。 ...

赛微电子公告，公司股票在连续十个交易日（2025年11月18日至2025年12月2日）内收盘价格涨幅偏离 值累计超过100%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易严重异常波动情形。 公司当前核心业务为MEMS工艺开发及晶圆制造，具有长周期、重资产特征，产能利用率、良率的爬坡 等需遵循客观规律，业务的积累和发展需要一个客观的过程和时间。今年以来公司发起的投资活动，主 要着眼于中长期布局，短期对公司业绩及产业链支撑作用可能有限，中长期影响有待观察，近期公司经 营情况及内外部经营环境未发生重大变化。 ...

重要内容提示： 证券代码：300456 证券简称：赛微电子 公告编号：2025-099 北京赛微电子股份有限公司 股票交易严重异常波动公告 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。 1、北京赛微电子股份有限公司（以下简称"公司"）股价 2025 年年初至今 涨幅高达 252.84%，且近期换手率及成交量急剧放大，存在市场情绪过热的情形， 可能存在股价大幅上涨后回落的风险。敬请广大投资者秉持长期价值投资理念， 客观分析公司当前所处发展阶段及业务进展情况，充分了解二级市场交易风险， 审慎决策、理性投资，注意投资风险。 2、公司股票在连续十个交易日（2025 年 11 月 18 日至 2025 年 12 月 2 日） 内收盘价格涨幅偏离值累计超过 100%，根据《深圳证券交易所交易规则》的有 关规定，属于股票交易严重异常波动情形。 3、2025 年 11 月 18 日至 2025 年 12 月 2 日，公司股票在连续十个交易日收 盘价格累计上涨幅度为 118.35%，同期创业板综指涨幅为-0.65%，涨幅偏离值累 计为 119.00%。同期万得信息技术股份有限 ...

Core Viewpoint - The A-share market saw a significant number of stocks hitting the daily limit up, with a total of 55 stocks closing at the limit, indicating strong market sentiment and investor interest in various sectors [1] Group 1: Market Performance - A total of 55 stocks hit the daily limit up, with 47 stocks after excluding 8 ST stocks, resulting in an overall limit-up rate of 73.33% [1] - Among the limit-up stocks, 20 stocks failed to maintain their limit status, highlighting some volatility in the market [1] Group 2: Top Performing Stocks - Tongyu Communication (002792) had the highest limit-up order volume, followed by Gaole Co. (002348), Shilianhang (002285), and Daming Optical (002632) with order volumes of 487,500, 432,200, 366,600, and 364,200 respectively [2] - Jinfu Technology (003018) achieved a remarkable 7 consecutive limit-ups, while *ST Yatai (000691) followed with 6 consecutive limit-ups [2] Group 3: Sector Highlights - The aerospace sector saw multiple stocks hitting the limit up, including Leike Defense, Aerospace Development, and Shunhao Co. [4] - Tongyu Communication is involved in the commercial aerospace sector and has invested in an aerospace industry fund, indicating a strategic focus on satellite communication and advanced manufacturing [3] Group 4: AI and Technology - In the AI smartphone sector, Daming Optical and Furong Technology both hit the limit up, with Daming Optical focusing on graphene heat dissipation films for various smartphone applications [6] - Furong Technology has developed alloy materials used in major consumer electronics, including Apple and Samsung products [6] Group 5: Pharmaceutical Sector - The pharmaceutical commercial sector saw stocks like Renmin Tongtai, Kaikai Industry, and Haiwang Biological hitting the limit up, indicating strong performance in healthcare-related businesses [7][8] - Renmin Tongtai aims to establish a comprehensive health service platform in Heilongjiang Province, focusing on pharmaceutical distribution and retail [8]

今日（12月2日）A股市场收盘共55股涨停，剔除掉8只ST板块个股后47股涨停，20股封板未遂，整体封板率为73.33%。 涨停战场： 通宇通讯封单资金居于首位 据证券时报·数据宝统计，从收盘涨停板封单量来看，高乐股份封单量最高，有48.75万手；其次是世联行、亿利达、道明光学， 涨停板封单量分别43.22万手、36.66万手、36.42万手。 从连续涨停天数来看，金富科技7连板，*ST亚太6连板，海王生物、海欣食品5连板，道明光学、通宇通讯、睿能科技4连板， 航天发展、瑞玛精密、苏豪汇鸿等5股3连板，福蓉科技（维权）、国风新材、冰山冷热等5股2连板，其他还有雷科防务7日6 板。 以封单金额计算，17股封单资金均超1亿元，通宇通讯、瑞玛精密、道明光学封单资金居前，分别为6.78亿元、6.5亿元、5.48亿 元。 通宇通讯具有商业航天概念，日前在投资者调研活动中表示，公司参与的空天产业基金重点对商业航天、卫星通信、先进制造 业等领域进行投资，公司对空天产业基金累计已实缴出资额1,000万元。本基金已投的京济通信及将投资的凌空天行，在业务上 与公司均有协同效应。公司看好京济通信和凌空天行的发展潜力。 | | | ...

短期阵痛难免。 作者 | 小鑫 编辑 | 小白 在谷歌（ GOOGL.US ）Gemini多模态大模型与TPU v5p AI芯片震撼全球的背后，一种名为MEMS-O CS（光链路交换器件）的关键硬件正在重塑数据中心的传输架构。 权威信息显示，赛微电子（300456.SZ）旗下的瑞典Silex Microsystems早已通过工艺验证，并于2023 年底正式收到批量采购订单，成为谷歌这一核心算力基础设施背后的主要晶圆制造供应商。 这不仅印证了公司在全球MEMS（微机电系统）代工领域曾经的霸主地位，更将其推向了AI算力产业 链的最前沿。 从导航到芯片的跨越式转型 赛微电子的发展史是一部典型的技术突围史。 公司创始人杨云春拥有深厚的导航专业背景，早年归国创办"耐威科技"，以惯性导航技术起家。 2015年公司登陆A股，当时的核心业务还是惯性导航与卫星导航。2016年，公司抓住国家集成电路大 基金海外并购的机遇，全资收购了全球领先的MEMS芯片制造商瑞典Silex。 这次收购成为公司发展史上的分水岭，使其从一家传统的军工导航企业，摇身一变成为拥有全球顶尖 技术的半导体晶圆制造厂商。 经过数年整合，公司确立了"半导体+特 ...

New Stock Listings - Jingchuang Electric (920035) listed at an issuance price of 12.10 on December 2, 2025[1] - Tianpu Co., Ltd. (605255) is in the offer period from November 20 to December 19, 2025[1] Market Alerts - ST Suwu (600200) enters the delisting arrangement period starting December 9, 2025[1] - Jianglong Shipbuilding (300589) reported severe abnormal fluctuations[1] Recent Announcements - Multiple companies including Beida Pharmaceutical (000788) and ST Green Health (002868) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities in the last week[2]

Core Viewpoint - The stock of Saiwei Electronics experienced a significant increase of 15.27% in a single trading day, with a turnover rate of 30.23% and a total transaction value of 9.974 billion yuan, indicating strong market interest and activity [2]. Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to its closing price increase of 15.27%, with institutional investors net buying 113 million yuan and the Shenzhen Stock Connect net buying 112 million yuan [2]. - The top five trading departments accounted for a total transaction value of 2.234 billion yuan, with a buying transaction value of 1.238 billion yuan and a selling transaction value of 1.004 billion yuan, resulting in a net buying of 234 million yuan [2]. - Among the trading departments, three institutional special seats were involved, with a total buying amount of 633 million yuan and a selling amount of 520 million yuan, leading to a net buying of 113 million yuan [2]. Fund Flow - The stock saw a net inflow of 220 million yuan from major funds, with large orders contributing a net inflow of 70.34 million yuan and big orders contributing 150 million yuan [2]. - Over the past five days, the main funds experienced a net outflow of 14.94 million yuan [2]. Margin Trading Data - As of December 1, the latest margin trading balance for the stock was 1.782 billion yuan, with a financing balance of 1.775 billion yuan and a securities lending balance of 7.203 million yuan [3]. - In the past five days, the financing balance increased by 467 million yuan, representing a growth of 35.70%, while the securities lending balance increased by 2.178 million yuan, reflecting a growth of 43.37% [3].

Market Overview - The three major A-share indices experienced a collective pullback, with the Shanghai Composite Index down 0.42% to 3897.71 points, the Shenzhen Component down 0.68% to 13056.70 points, and the ChiNext down 0.69% to 3071.15 points [2] - The trading volume in the Shanghai and Shenzhen markets was 15,934 billion, a decrease of 2,805 billion from the previous day [2] Sector Performance - The majority of industry sectors saw declines, with notable gains in pharmaceutical retail, shipbuilding, and railway sectors, while energy metals and precious metals faced significant losses [2] - The Fujian sector saw a surge, with multiple stocks hitting the daily limit, including Hai Xin Food and Rui Neng Technology [4][6] Fujian Sector Highlights - The Fujian sector experienced a strong rally, with stocks like Fujian Expressway, Sun Cable, and Hai Xin Food all hitting the daily limit [4] - The local government has implemented policies to support cross-strait integration, including incentives for Taiwanese individuals to open Sha County snack stores [6] Pharmaceutical Retail Stocks - Pharmaceutical retail stocks saw a strong rise, with Hai Wang Biological hitting the daily limit for five consecutive days, accumulating a 61.18% increase over the last five trading days [12] - The demand for flu-related medications has surged, with a 500% increase in purchases of antiviral drugs on Alibaba Health's platform over the past two weeks [14] Google Chain Concept - The market has shown significant interest in the Google Chain concept, with Saiwei Electronics experiencing a 60% increase in stock price over the past five trading days [16] - Recent product launches by Google, including Gemini3, have sparked investor enthusiasm, leading to a substantial increase in Saiwei's market capitalization [18][21]