证券代码：300456 证券简称：赛微电子 公告编号：2025-095 北京赛微电子股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 公司持股 5%以上股东国家集成电路产业投资基金股份有限公司保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 北京赛微电子股份有限公司（以下简称"公司"）于 2025 年 11 月 24 日收到 公司持股 5%以上股东国家集成电路产业投资基金股份有限公司（以下简称"国 家集成电路基金"）出具的《关于股份变动比例触及 1%整数倍的告知函》。2025 年 9 月 23 日至 2025 年 11 月 24 日，国家集成电路基金通过集中竞价方式合计减 持其持有的公司股份 7,836,718 股，占公司总股本的 1.07%。 1 | 是否为第一大股东或实际控制人 | | 是□ | 否√ | | | --- | --- | --- | --- | --- | | 2.本次权益变动情况 | | | | | | 股份种类（A 股、B 股等） | 减持股数（万股） | | 减 ...

New Stock Issuance - The new stock issuance for Moer Thread (证券代码: 787795) is priced at 114.28 RMB per share, effective from November 24, 2025[1] - Tianpu Co., Ltd. (证券代码: 605255) is undergoing a tender offer period from November 20 to December 19, 2025[1] Cash Options - Hangzhou Qilun B (证券代码: 200771) has a cash option declaration period from November 19 to November 25, 2025[1] Market Alerts - Jiumuwang (证券代码: 601566) has reported severe abnormal fluctuations[1] - Hefu China (证券代码: 603122) is also noted for significant abnormal fluctuations[1] Recent Announcements - Huasheng Lithium Battery (证券代码: 688353) and Pinming Technology (证券代码: 688109) have recent announcements regarding their stock activities[1] - ST Yuan Cheng (证券代码: 603388) and ST Keli Da (证券代码: 603828) have also made recent disclosures[1] Trading Updates - The trading updates include various companies with links to their respective announcements, indicating ongoing market activities and potential investment opportunities[1]

E Vice I 2025 年 11 月 24 日 看好 相关研究 证券分析师 韩强 A0230518060003 hanqiang@swsresearch.com 武雨桐 A0230520090001 wuyt@swsresearch.com 穆少阳 A0230524070009 musy@swsresearch.com 册 分歧污 达邵炜 A0230124030001 dasw@swsresearch.com 联系人 达邵炜 A0230124030001 dasw@swsresearch.com 期待"十五五"订单陆续落 大军工行业关注度 国防军工行业周报（2025年第 48 周） 本期投资提示: 上周申万国防军工指数下跌 1.72%，中证军工龙头指数下跌 2.87%，同期上证综指下 跌 3.9%, 沪深 300 下跌 3.77%, 创业板指下跌 6.15%, 申万国防军工指数跑赢创业 板指、跑赢沪深 300、跑赢上证综指、跑赢军工龙头指数。1、从细分板块来看，上周 国防军工板块 1.72%的跌幅在 31 个申万一级行业涨跌幅排名第 4 位。2、从我们构建的 军工集团指数变化来看，上周中证民参军涨跌幅排名 ...

格隆汇11月24日｜A股市场谷歌OCS产业链股走强，其中，光库科技涨超17%，腾景科技涨超15%，德 科立涨超8%，长芯博创、赛微电子涨超7%。消息面上，Alphabet旗下谷歌(Google)上周二发布的最新版 人工智能(AI)模型Gemini 3，推出不久便横扫包括LMArena大模型竞技场榜首，并获业界好评。聊天机 器人ChatGPT开发商OpenAI行政总裁阿尔特曼曾发内部信预警称，Gemini致OpenAI面临严峻考验。 股票频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇11月24日｜A股市场谷歌OCS产业链股走强，其中，光库科技涨超17%，腾景科技涨超15%，德 科立涨超8%，长芯博创、赛微电子涨超7%。消息面上，Alphabet旗下谷歌(Google)上周二发布的最新版 人工智能(AI)模型Gemini 3，推出不久便横扫包括LMArena大模型竞技场榜首，并获业界好评。聊天机 器人ChatGPT开发商OpenAI行政总裁阿尔特曼曾发内部信预警称，Gemini致OpenAI面临严峻考验。 ...

Group 1 - The company's stock price has experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days [1] - Swedish Silex has initiated discussions regarding its IPO, with a preliminary timeline established, but specific details such as valuation, equity structure, and financing scale remain uncertain [1] - The company's 45.24% stake in Swedish Silex will be evaluated in conjunction with the overall strategic development and planning of both the company and Swedish Silex, which also carries uncertainties [1] Group 2 - The company's subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order for a MEMS-OCS product, initiating small-batch trial production [2] - The transition from small-batch trial production to mass production for the MEMS-OCS chips is uncertain, and the company cannot accurately predict the timeline or potential order volume [2] - The company plans to purchase a stake in Beijing Chip East Semiconductor Technology Co., Ltd. for no more than 60 million yuan, but the transaction has not yet been finalized [2] - The lithography business of Chip East is in mature processes and does not involve advanced processes, which may limit its short-term impact on reducing supply risks and increasing the application ratio of domestic equipment [2]

Group 1 - The company, Saiwei Electronics, announced that its stock price has deviated by over 30% in cumulative closing price over three consecutive trading days, indicating abnormal trading fluctuations [1] - Swedish Silex has convened a board meeting to discuss its IPO plans, with a preliminary timeline established; however, details regarding valuation, equity structure, financing scale, and future plans remain uncertain and contingent on subsequent developments [1] - The company holds a 45.24% stake in Swedish Silex, and any arrangements regarding this stake will be considered in light of the company's overall strategic development and Silex's plans, which also carry uncertainties [1] Group 2 - The company's subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order for a MEMS-OCS product after passing customer validation, initiating small-batch trial production of 8-inch wafers [2] - As of the announcement date, the MEMS-OCS chips have not yet entered mass production, and the company cannot accurately predict the timeline or potential order volume from small-batch production to mass production, indicating inherent uncertainties [2] - The company plans to purchase a stake in Beijing Chip East Semiconductor Technology Co., Ltd. for no more than 60 million yuan; however, the transaction has not yet been finalized, and the mature process of Chip East's lithography business may limit its immediate impact on reducing supply risks and increasing domestic equipment application [2]

Group 1 - The core point of the news is that Silex in Sweden is planning to initiate its IPO process, with a preliminary timeline established, but specific details regarding valuation, equity structure, financing scale, and future plans remain uncertain [1] - The company currently holds a 45.24% stake in Silex, and any arrangements regarding this stake will be considered in conjunction with the company's overall strategic development and Silex's plans, which also carry uncertainties [1] Group 2 - The company's subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order for a certain MEMS-OCS product after passing customer verification, initiating small-batch trial production of 8-inch wafers [2] - As of the announcement date, the MEMS-OCS chips have not yet entered mass production, and the company cannot accurately predict the timeline from small-batch trial production to mass production, indicating inherent uncertainties [2] - The company has not yet completed the equity transfer for a potential transaction involving Xindonglai, and the lithography business of Xindonglai is in mature processes, which may face operational management and market competition risks, limiting its short-term support for reducing key equipment supply risks [2]

Core Viewpoint - The company, Saiwei Electronics, plans to acquire a stake in Beijing Chip East Semiconductor Technology Co., Ltd. for a total transaction price not exceeding 600 million yuan, aiming to enhance its supply chain and increase the application ratio of domestic equipment [1] Group 1: Transaction Details - The total transaction price for the stake acquisition is set at a maximum of 600 million yuan [1] - As of the announcement date, the company has not yet completed the equity transfer with potential counterparties [1] Group 2: Business Operations and Risks - Chip East's lithography machine business is categorized under mature processes and does not involve advanced processes [1] - The company may face various risks in actual operations, including operational management and market competition [1] - The short-term impact of this investment on reducing key core equipment supply risks and enhancing the application ratio of domestic equipment may be limited [1] - There is a risk that the company may not achieve its expected investment objectives [1]

Core Viewpoint - The stock of Saiwei Electronics has experienced abnormal fluctuations, with a cumulative increase of over 30% in closing prices over three consecutive trading days, indicating potential volatility in trading [1] Group 1: Stock Performance - The company's stock has risen by 102.23% year-to-date, reflecting significant growth [1] - Recent trading activity has shown a notable increase in turnover rate and trading volume, suggesting heightened market interest [1] Group 2: Business Operations - The company has not yet completed the equity transfer with potential counterparties for Xindonglai, indicating ongoing negotiations [1] - Xindonglai's lithography machine business is focused on mature processes and does not involve advanced processes, which may limit its immediate impact on the company's supply risk reduction and domestic equipment application ratio [1] Group 3: Risks and Challenges - The company may face various risks in actual operations, including management and market competition challenges, which could hinder achieving expected investment objectives [1] - There is a potential risk of stock price correction following significant increases, highlighting the need for cautious investment strategies [1]