Core Viewpoint - The EDA (Electronic Design Automation) sector is leading the market with a rise of 1.56%, indicating strong investor interest and potential growth in this industry [1] Company Performance - Aerospace Microelectronics (航宇微) experienced a significant increase of 7.22%, reflecting strong market performance and investor confidence [1] - Saiwei Electronics (赛微电子) saw a rise of 5.52%, suggesting positive developments or announcements that may have influenced investor sentiment [1] - Tongji Technology (同济科技) reported a modest increase of 1.34%, indicating steady performance within the sector [1]

根据此前披露的《合伙协议》，初芯微科技由微芯科技、青岛初芯共创科技有限公司及吕朋钊共同出资设立，合伙 企业总出资额为2.2亿元，其中青岛初芯共创科技有限公司为执行事务合伙人。本次投资事项已于2025年12月3日通 过公司内部决策程序并对外披露，本次公告系就相关工商登记进展情况进行说明。 公告披露，杭州初芯微科技合伙企业（有限合伙）统一社会信用代码为91330109MAK2GQT672，成立日期为2025 年12月5日，主要经营场所位于浙江省杭州市萧山区杭州空港经济区保税路西侧保税大厦236-1室。合伙企业类型为 有限合伙企业，由青岛初芯共创科技有限公司负责执行事务。 在经营范围方面，初芯微科技将围绕技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广等领域开展 业务，同时可利用自有资金从事投资活动（依法须经批准的项目除外）。公司表示，相关经营活动将在取得营业执 照后，依照法律法规及合伙协议约定有序推进。 赛微电子在公告中称，本次对外投资是基于公司及全资子公司业务发展需要作出的资金运用安排，通过设立合伙企 业，有望整合产业链相关资源，拓展技术服务和股权投资等业务空间。初芯微科技的运营情况预计将在一定程度上 ...

Core Viewpoint - The announcement by Saiwei Electronics indicates the establishment of a new partnership, Hangzhou Chuxin Micro Technology Partnership, aimed at enhancing business development and resource integration in the technology service and investment sectors [1][4]. Group 1: Investment Details - Saiwei Electronics' wholly-owned subsidiary, Beijing Microchip Technology Co., Ltd., invested 66 million yuan, representing 30% of the total capital of the partnership, which amounts to 220 million yuan [1][3]. - The partnership was formed with contributions from Microchip Technology, Qingdao Chuxin Co-Creation Technology Co., Ltd., and Lu Pengzhao, with Qingdao Chuxin serving as the executive partner [3]. Group 2: Business Operations - The newly established partnership will focus on technology services, development, consulting, exchange, transfer, and promotion, and will also engage in investment activities using its own funds, subject to legal approvals [3]. - The operational activities of Chuxin Micro Technology are expected to influence the business coordination and strategic layout of Microchip Technology and Saiwei Electronics in related fields [4].

Core Viewpoint - The OCS (Optical Circuit Switch) industry chain concept stocks have shown significant strength, driven by advancements in technology and market expectations, particularly due to Google's seventh-generation TPU and Gemini 3 model, which are expected to enhance the market scale of OCS significantly [1][2][3]. Industry Overview - The OCS technology allows for direct optical signal switching without electro-optical conversion, improving network performance and efficiency in data centers [3][4]. - The market for OCS is projected to grow rapidly, with a forecasted compound annual growth rate (CAGR) of 15% from 2025 to 2030, and shipments expected to exceed 50,000 units by 2029 [2][3]. Company Insights - A-share listed companies in the OCS industry chain are expected to benefit from the growing demand, with key players already positioning themselves in the market [4][5]. - Companies like Ying Tang Zhi Kong are developing MEMS micro-mirrors, which are crucial for OCS technology, and have plans for acquisitions to enhance their product offerings [4][5]. - Tengjing Technology focuses on precision optical components and has established partnerships with major manufacturers in the optical communication sector [5][6]. - Guokai Technology and Guangxun Technology are also actively developing OCS products, with Guokai planning acquisitions to expand its capabilities [6][7]. Market Dynamics - The OCS market is characterized by various technological solutions, with MEMS being the most cost-effective option, and companies are expected to continue innovating to meet the demands of AI data centers [4][8]. - The future of OCS technology is anticipated to focus on higher performance, smarter adaptability, lower costs, and broader compatibility, with MEMS likely to maintain a dominant market position [8].

证券代码：300456 证券简称：赛微电子 公告编号：2025-108 北京赛微电子股份有限公司 1、统一社会信用代码：91330109MAK2GQT672 2、名称：杭州初芯微科技合伙企业（有限合伙） 3、类型：有限合伙企业 4、主要经营场所：浙江省杭州市萧山区杭州空港经济区保税路西侧保税大 厦 236-1 室 5、执行事务合伙人：青岛初芯共创科技有限公司 6、出资额：22000 万元 关于全资子公司对外投资设立的合伙企业 完成工商注册登记的公告 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。 因业务发展需要，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"）与青岛初芯共创科技有限 公司、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）（以下简称"初芯微科技"），其中微芯科技作为有限合伙人（LP）以自 有资金出资 6,600 万元，占合伙企业出资额的 30%。具体内容详见公司于 2025 年 12 月 3 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于全 ...

Group 1 - The lithography machine concept index rose by 0.77%, ranking 9th among concept sectors, with 24 stocks increasing in value, including Zhongci Electronics which hit the daily limit, and Tengjing Technology, Yuguang Technology, and United Chemicals showing significant gains of 10.54%, 6.13%, and 5.34% respectively [1] - The main funds in the lithography machine sector experienced a net outflow of 39 million yuan, with 20 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan, led by Tengjing Technology with a net inflow of 355 million yuan [2] - The net inflow ratios for Zhongci Electronics, Tengjing Technology, and Huaya Intelligent were the highest at 41.62%, 9.74%, and 9.21% respectively [3] Group 2 - The top gainers in the lithography machine sector included Tengjing Technology with a daily increase of 10.54% and a turnover rate of 15.46%, followed by Zhongci Electronics with a 10.01% increase and a turnover rate of 0.85% [3] - The stocks with the largest net outflows included Huate Gas, Meike Technology, and Yongxin Optical, with declines of 3.09%, 2.35%, and 2.17% respectively [1][5] - The overall performance of the lithography machine sector reflects a mixed sentiment, with some stocks showing strong gains while others faced significant declines [1][2]

Core Insights - The Terahertz concept sector experienced a 1.14% increase, ranking fourth among concept sectors, with 10 stocks rising, including Shaanxi Huada and Leike Defense hitting the daily limit up of 20% [1] - The sector saw a net inflow of 721 million yuan from main funds, with Leike Defense leading the inflow at 929 million yuan [2][3] Sector Performance - The Terahertz concept was among the top-performing sectors, with notable stocks like Shaanxi Huada (20% increase), Leike Defense (10.01% increase), and Saiwei Electronics (2.74% increase) [1][2] - Conversely, stocks such as Chuangyuan Xinke, Yaguang Technology, and Tianhe Defense faced declines of 3.08%, 2.59%, and 2.14% respectively [1] Fund Flow Analysis - Leike Defense, Shaanxi Huada, and Haige Communication had the highest net inflow ratios at 15.35%, 11.20%, and 3.25% respectively [3][4] - The overall net inflow for the Terahertz concept was significant, with eight stocks receiving inflows, and five stocks exceeding 50 million yuan in net inflow [2][3]

Core Insights - The photolithography concept sector saw a 3.00% increase, ranking 9th among concept sectors, with 44 stocks rising, including notable gains from Zhongci Electronics and Taijing Technology, which hit the daily limit, and significant increases from Saiwei Electronics and Chip Micro-Assembly [1][2] Market Performance - The top-performing concept sectors today included: - Co-packaged optics (CPO) up 4.72% - F5G concept up 4.30% - Fiber optic concept up 3.67% - Photolithography concept up 3.00% [2] Capital Flow - The photolithography sector experienced a net inflow of 831 million yuan, with 27 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow. The leading stock for net inflow was Tengjing Technology with 257 million yuan, followed by Taijing Technology and Dazhu Laser [2][3] Stock Performance - Key stocks in the photolithography sector included: - Tengjing Technology: +7.36%, net inflow rate 9.22% - Taijing Technology: +9.99%, net inflow rate 32.22% - Dazhu Laser: +4.17%, net inflow rate 10.51% - Saiwei Electronics: +11.35%, net inflow rate 1.98% - Zhongci Electronics: +10.01%, net inflow rate 47.68% [3][4] Declining Stocks - Stocks with notable declines included: - *ST He: -2.72% - Nanjing Chemical Fiber: -0.14% - Jingfang Technology: -0.07% [1][5]

Market Performance - The large fund concept sector increased by 2.74% on December 8, with Jiangbolong leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Highlights - Jiangbolong (301308) closed at 273.00, up 14.64% with a trading volume of 252,100 shares and a transaction value of 6.541 billion [1] - Saiwei Electronics (300456) closed at 53.65, up 11.35% with a trading volume of 1,295,000 shares and a transaction value of 6.769 billion [1] - Baiwei Storage (688525) closed at 117.57, up 8.85% with a trading volume of 328,200 shares and a transaction value of 3.787 billion [1] - Other notable stocks include Shengke Communication (688702) up 7.19%, Huahong Semiconductor (688347) up 4.87%, and Guoxin Technology (688262) up 4.68% [1] Capital Flow - The large fund concept sector saw a net inflow of 2.329 billion from main funds, while retail investors experienced a net outflow of 1.053 billion [2] - The main funds' net inflow and retail investors' net outflow indicate a shift in investment dynamics within the sector [2] Individual Stock Capital Flow - Jiangbolong (301308) had a main fund net inflow of 288 million, while retail investors saw a net outflow of 136 million [3] - Saiwei Electronics (300456) experienced a main fund net inflow of 147 million, with retail investors facing a net outflow of 177 million [3] - Other stocks like Huahong Semiconductor (688347) and Zhongwei Company (688012) also showed significant capital flow patterns, indicating varied investor sentiment [3]

Group 1 - The semiconductor sector experienced a significant increase of 2.82% on December 8, with Saiwei Microelectronics leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Notable gainers in the semiconductor sector included Saiwei Microelectronics, which rose by 18.82% to a closing price of 101.20, and Changguang Huaxin, which increased by 15.26% to 148.48 [1] Group 2 - The semiconductor sector saw a net inflow of 4.429 billion yuan from institutional funds, while retail investors experienced a net outflow of 2.247 billion yuan [2] - Major stocks that declined included Hangyu Micro, which fell by 2.63% to 17.00, and Hongwei Technology, which decreased by 1.97% to 27.41 [2] - The trading volume for the semiconductor sector was substantial, with Saiwei Microelectronics recording a trading volume of 475,000 shares and a transaction value of 460 million yuan [1][2]