（全球TMT2025年6月16日讯）今日要点：黄仁勋回应任正非最新讲话；百度启动最大规模顶尖AI人才招聘；赛微电子出售瑞典Silex控股权；苹 果确认部分Mac Mini有质量问题；OpenAI计划继续与Scale AI合作；亚马逊将在澳大利亚投资200亿澳元；美光计划在美国投资超过2000亿美元； 英特尔将于7月中旬启动裁员。 黄仁勋回应任正非最新讲话 英伟达CEO黄仁勋近日对任正非的讲话表达了他的观点。他表示"（虽然）我们的技术比他们领先一代，但重要的是要记住，技术层面的人工智能 是一个并行问题。如果每台计算机的性能不够强，那就用更多的计算机。他所说的是，中国有充足的能源，他们会使用更多的芯片。所以在很多 方面，他是在说中国的技术对中国来说已经足够好了。如果美国不想参与中国（的市场），华为能覆盖中国市场的需求，也能覆盖其他所有地 区。"6月10日，华为创始人任正非表示，芯片问题其实没必要担心，用叠加和集群等方法，计算结果上与最先进水平是相当的。 赛微电子出售瑞典Silex控股权 赛微电子宣布，拟向Bure、Creades等七名交易方转让所持有的瑞典Silex Microsystems AB 45.24％股 ...

Core Viewpoint - The article discusses the strategic decision by Saiwei Electronics to transfer 45.24% of its shares in Swedish Silex Microsystems AB to seven parties, aiming to optimize resource allocation and focus on the Chinese semiconductor market while maintaining significant influence in Silex's operations [1][4][10]. Group 1: Transaction Details - On June 13, 2025, Saiwei Electronics announced a major asset transaction to transfer its 45.24% stake in Swedish Silex for 2.375 billion Swedish Krona, equivalent to approximately 1.783 billion CNY [1]. - Post-transaction, Saiwei will no longer hold a controlling stake in Silex but will retain 45.24% of shares and two board seats, allowing participation in major decision-making [1][5]. Group 2: Background of Swedish Silex - Founded in 2000, Swedish Silex is a leading MEMS chip manufacturer, which saw significant growth under Saiwei's ownership, with employee numbers increasing from over 100 to over 400 and revenue rising from over 200 million to over 800 million [3]. - The company faced challenges due to international political changes, including scrutiny from the Swedish Strategic Products Inspection Authority and a denied export license for MEMS technology to its Beijing subsidiary [3][4]. Group 3: Strategic Rationale - The transaction is aimed at addressing the complex international political and economic environment, allowing Silex to seek a more stable operational environment and mitigate potential risks associated with maintaining Saiwei's controlling position [4][5]. - Saiwei aims to concentrate resources on its Beijing MEMS wafer factory, enhancing its domestic semiconductor capabilities and capitalizing on market opportunities in China's semiconductor industry [9][10]. Group 4: Future Prospects - The transaction is expected to generate substantial cash inflow for Saiwei, improving its asset-liability structure and enabling further investments in strategic areas [1][10]. - Saiwei's ongoing focus on MEMS technology development and manufacturing capabilities is underscored by its significant R&D investments and the achievement of multiple patents, positioning the company for future growth in the semiconductor sector [7][9].

Core Viewpoint - The article discusses the strategic decision by Saiwei Electronics to transfer 45.24% of its shares in Swedish Silex Microsystems AB to seven parties, aiming to optimize resource allocation and focus on the Chinese semiconductor market while maintaining significant influence over Silex's operations [1][4]. Group 1: Transaction Details - On June 13, 2025, Saiwei Electronics announced a major asset transaction to transfer its 45.24% stake in Swedish Silex for 2.375 billion Swedish Krona, equivalent to approximately 1.783 billion RMB [1]. - Post-transaction, Saiwei will no longer hold a controlling stake in Silex but will retain 45.24% of shares and two board seats, allowing continued participation in significant decision-making [1][4]. Group 2: Background of Swedish Silex - Founded in 2000, Swedish Silex is a leading MEMS chip manufacturer, which has seen substantial growth under Saiwei's ownership, with employee numbers increasing from over 100 to over 400 and revenue rising from over 200 million to over 800 million [3]. - The company faced challenges due to international political changes, including scrutiny from the Swedish Strategic Products Inspection Authority and a denied export license for MEMS technology to its Beijing subsidiary [3][4]. Group 3: Strategic Rationale - The transaction is aimed at addressing the complex international political and economic environment, allowing Silex to seek a more stable operating environment and maintain relationships with key customers and suppliers [4][8]. - Saiwei aims to concentrate resources on its Beijing MEMS wafer factory, enhancing its domestic operations and capitalizing on the growth of the Chinese semiconductor industry [8]. Group 4: Future Prospects - The transaction is expected to provide significant cash inflow, improving Saiwei's asset-liability structure and enabling further investments in strategic areas [1][8]. - Despite the change in ownership structure, Saiwei's core business in MEMS chip development and wafer manufacturing remains unchanged, ensuring continued focus on its primary operations [8][9].

Core Viewpoint - The company has decided to sell its controlling stake in Swedish Silex due to increasing uncertainties in the international geopolitical environment, while focusing on the development of its MEMS wafer factory in Beijing [1][2]. Group 1: Transaction Details - The company announced on June 13, 2025, the transfer of 45.24% of its shares in Swedish Silex for 2.375 billion Swedish Krona (approximately 1.783 billion RMB), after which it will no longer hold a controlling interest but will retain a minority stake and two board seats [1][2]. - The final valuation of Swedish Silex is set at 5.25 billion Swedish Krona (approximately 3.942 billion RMB), with management equity warrants handled through share issuance and cash [2]. Group 2: Strategic Reasons - The decision to sell was influenced by the complex international geopolitical landscape, which has increased uncertainties surrounding Swedish Silex, prompting the company to avoid potential value loss by divesting its control [2]. - The company aims to focus on its Beijing MEMS wafer factory, which plans to increase its production capacity from 15,000 wafers per month to 30,000 wafers per month, having already secured 25 patents and 107 pending applications, with over 40 customers [2]. Group 3: Impact of the Transaction - The MEMS business remains a core focus for the company, and the funds obtained from this transaction will be used for new investment and acquisition opportunities [2]. - The transaction is expected to create a more stable operating environment for Swedish Silex, while also supporting the company's strategic transformation and the independent development of the domestic MEMS industry [1][2].

Investment Rating - The report maintains an "Outperform the Market" rating for the company [5]. Core Views - In 2024, the company's revenue is expected to decline by 7.3%, with a projected revenue of 1.205 billion yuan and a net loss of 170 million yuan [1][4]. - The MEMS (Micro-Electro-Mechanical Systems) business shows growth, with wafer manufacturing revenue increasing by 31.52% to 656 million yuan, while semiconductor equipment revenue declines by 60.36% to 136 million yuan [2]. - The Swedish production line is performing well, but the capacity utilization remains low at 39.96% due to the high price of MEMS-OCS wafers [2][3]. - The Beijing production line is still ramping up, with a capacity utilization of 25.32% and significant growth in wafer manufacturing, particularly for MEMS micro-mirrors and BAW filters [3]. Financial Summary - The company's projected revenues for 2025-2027 are 1.560 billion yuan, 1.877 billion yuan, and 2.230 billion yuan, respectively, with net profits expected to be 139 million yuan, 277 million yuan, and 474 million yuan [4][5]. - The gross margin for 2024 is reported at 35.11%, with a significant increase in gross margin expected in subsequent years [1][4]. - The company's price-to-book (PB) ratios for 2025-2027 are projected to be 2.36, 2.24, and 2.05, respectively [4].

Group 1 - The terahertz concept sector declined by 0.99%, ranking among the top declines in concept sectors, with leading decliners including Aerospace Electronics, Shuo Bei De, and Lei Ke Defense [1][2] - Among the stocks in the terahertz sector, six stocks saw price increases, with Taihao Technology, Saiwei Electronics, and Juguang Technology rising by 1.24%, 1.08%, and 0.68% respectively [1][2] - The terahertz sector experienced a net outflow of 480 million yuan from main funds today, with 15 stocks seeing net outflows, and 5 stocks with outflows exceeding 30 million yuan [2][3] Group 2 - The leading stock with net outflow was Aerospace Electronics, which saw a net outflow of 267 million yuan, followed by Shuo Bei De, Tianhai Defense, and Tianhe Defense with net outflows of 84.12 million yuan, 78.39 million yuan, and 36.12 million yuan respectively [2][3] - The stocks with the highest net inflows included ZTE Communications, Haige Communications, and Taihao Technology, with net inflows of 75.60 million yuan, 31.58 million yuan, and 21.53 million yuan respectively [2][3] - The terahertz concept sector's performance was contrasted with other sectors, such as the China-Korea Free Trade Zone, which increased by 5.44%, and the shipping concept, which rose by 4.66% [2]

北京赛微电子股份有限公司 关于控股子公司通过 IATF16949 认证的公告 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。 北京赛微电子股份有限公司（以下简称"赛微电子"或"公司"）控股子公 司赛莱克斯微系统科技（北京）有限公司（以下简称"赛莱克斯北京"）于近日 正式取得了《IATF16949：汽车质量管理体系证书》，现将相关事项公告如下： 证券代码：300456 证券简称：赛微电子 公告编号：2025-034 一、基本情况 二、对公司的影响 IATF16949是由国际汽车工作组（International Automotive Task Force， 简称"IATF"）颁布并得到国际标准化组织（International Organization for Standardization，简称"ISO"）认可的全球汽车行业通用质量管理体系标准。 特此公告。 北京赛微电子股份有限公司董事会 2025 年 4 月 28 日 2 《IATF16949：汽车质量管理体系证书》 赛莱克斯北京是公司控股子公司，专注于MEMS（Micro-Electro-Mechanic ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-029 北京赛微电子股份有限公司 第五届监事会第十三次会议决议公告 经与会监事讨论，认为公司严格按照相关法律法规的规定，编制了公司《2025 年第一季度报告》，报告真实、准确、完整地反映了公司2025年第一季度的实际 情况，不存在虚假记载、误导性陈述或者重大遗漏，同意公司进行披露。 具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《2025 年第一季度报告》。 表决结果：3票同意，0票反对，0票弃权。 特此公告。 北京赛微电子股份有限公司监事会 2025 年 4 月 24 日 本公司及监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。 北京赛微电子股份有限公司（以下简称"公司"）第五届监事会第十三次会 议于 2025 年 4 月 24 日采取现场及通讯方式召开，会议通知于 2025 年 4 月 18 日以电话或电子邮件的方式送达。会议应到监事 3 人，实际出席监事 3 人。本次 会议召开符合《公司法》和《公司章程》的有关规定，是合法、有效的。会议由 公司监事会主席罗大杰主 ...

经与会董事讨论，认为公司严格按照相关法律法规的规定，编制了公司《2025 年第一季度报告》，报告真实、准确、完整地反映了公司 2025 年第一季度的实际 情况，不存在虚假记载、误导性陈述或者重大遗漏，同意公司进行披露。 具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《2025 年第一季度报告》。 本议案已经公司董事会审计委员会审议通过。 表决结果：7票同意，0票反对，0票弃权，赞成票占董事会有效表决权的100%。 特此公告。 证券代码：300456 证券简称：赛微电子 公告编号：2025-028 北京赛微电子股份有限公司 第五届董事会第十五次会议决议公告 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。 北京赛微电子股份有限公司（以下简称"公司"）第五届董事会第十五次会 议于 2025 年 4 月 24 日采取现场及通讯方式召开，会议通知于 2025 年 4 月 18 日以电话或电子邮件的方式送达。本次会议应到董事 7 人，实际出席董事 7 人。 本次会议召开符合《公司法》和《公司章程》的有关规定，是合法、有效的。会 议由 ...

Financial Performance - The company's revenue for Q1 2025 was ¥264,012,302.74, a decrease of 2.24% compared to ¥270,050,961.08 in the same period last year[3] - Net profit attributable to shareholders was ¥2,642,119.76, representing a significant increase of 122.66% from a loss of ¥11,659,793.28 in the previous year[3] - The total comprehensive income for the period was ¥98,251,149.93, a substantial increase of 274.33% from a loss of ¥56,360,604.95 last year[9] - Basic and diluted earnings per share improved to ¥0.0036, a 122.64% increase from a loss of ¥0.0159 per share in the same period last year[3] - The net profit for the current period is a loss of CNY 20,125,347.26, slightly improved from a loss of CNY 20,245,225.30 in the previous period[22] - The total comprehensive income for the period was CNY 98,251,149.93, a decrease of 56,360,604.95 compared to the previous period[23] Cash Flow and Liquidity - The net cash flow from operating activities improved to ¥93,890,652.87, a remarkable increase of 390.87% compared to a negative cash flow of ¥32,279,457.56 last year[3] - The net cash flow from operating activities increased by 390.87% to ¥93,890,652.87 compared to the previous period[10] - Cash inflow from investment activities totaled ¥12,742,595.23, a significant increase of 92640.87% year-on-year[10] - Cash inflow from financing activities surged by 773.28% to ¥261,138,615.74, primarily due to new long-term bank loans[10] - The net cash flow from financing activities improved by 987.74% to ¥221,648,501.12 compared to the previous period[10] - The company recorded a net increase in cash and cash equivalents of ¥234,845,949.64, representing an increase of 184.43%[10] - The company's cash and cash equivalents increased to CNY 851,068,868.36 from CNY 616,222,918.72, reflecting a growth of approximately 37.9%[17] - The company’s net increase in cash and cash equivalents for the period was CNY 234,845,949.64, contrasting with a decrease of CNY 278,157,679.39 in the previous period[26] Assets and Liabilities - Total assets increased by 4.77% to ¥7,345,808,322.57 from ¥7,011,337,774.25 at the end of the previous year[3] - The total assets as of March 31, 2025, are CNY 7,345,808,322.57, up from CNY 7,011,337,774.25, indicating an increase of about 4.8%[19] - The total liabilities increased to CNY 1,858,393,385.01 from CNY 1,622,173,986.62, which is an increase of approximately 14.6%[19] - The company's long-term borrowings rose significantly to CNY 838,159,689.71 from CNY 620,488,083.37, an increase of about 35.0%[19] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 67,442[12] - Major shareholder Yang Yunchun holds 24.46% of shares, totaling 179,076,719 shares, with 89,450,000 shares pledged[12] Expenses and Financial Management - Financial expenses surged by 608.80% to ¥28,991,278.03, primarily due to increased exchange losses and reduced interest income[9] - The total operating costs increased to CNY 325,657,480.75 from CNY 307,627,574.28, marking an increase of about 5.3%[21] - The R&D expenses for the current period are CNY 105,075,831.27, compared to CNY 95,137,490.74 in the previous period, reflecting an increase of approximately 10.4%[22] Other Notable Events - The company has terminated the issuance of convertible bonds to unspecified objects as of March 19, 2025[16] - A subsidiary has been recognized as a national high-tech enterprise, valid for three years, which may enhance its competitive edge in technology[16] - The company did not report any net profit from the merged entity prior to the merger[23] - The first quarter report was not audited[27]