Market Overview - US stock market experienced significant declines last Friday, with the Dow Jones falling by 1.23%, Nasdaq down by 2.24%, and S&P 500 decreasing by 1.6% [1] - Major tech stocks also saw losses, including Amazon down 8.27%, Meta Platforms down 3.03%, Apple down 2.50%, Nvidia down 2.33%, Tesla down 1.83%, Microsoft down 1.76%, and Google A down 1.44% [1] Employment Data - In July, the US non-farm payroll added only 73,000 jobs, significantly below expectations, with previous two months' data revised down by 258,000 [2] - The unemployment rate rose to 4.2% [2] AI Developments - Sam Altman announced that OpenAI's valuation has reached $300 billion, with plans to release numerous products in the coming months [2] - Anthropic has blocked OpenAI's API access ahead of the GPT-5 release [2] - Google released its IMO 2025 gold medal model, Gemini 2.5 Deep Think, potentially competing with GPT-5 [3] Clinical Trials - Elon Musk's brain-machine interface company is set to launch clinical trials for brain chips in the UK, aimed at helping paralyzed patients control devices with their thoughts [4] Military Contracts - The US Army is simplifying its collaboration model with Palantir, potentially leading to a contract worth $10 billion [5] Pharmaceutical Research - Eli Lilly announced long-term results from its TRAILBLAZER-ALZ 2 Phase III clinical study, confirming the long-term value of early intervention in Alzheimer's disease [6] Oil Production - OPEC+ has agreed to significantly increase oil production, raising daily output by 548,000 barrels in September [7] A-Share Market Strategy - Analysts suggest that the recent short-term index adjustments are not concerning, maintaining a "slow bull market" trend [9] - The market is supported by three core logic points: bottom-line thinking in macro and capital market policies, the emergence of new growth drivers, and the influx of incremental capital [9] - Concerns about the impact of US stock market adjustments on A-shares are mitigated by historical data indicating that A-shares are less affected during the early stages of a bull market [9] AI Coding Tools - Barclays reported that the AI website building tool Lovable achieved $100 million in annual recurring revenue within eight months, surpassing other well-known AI tools [11] - Lovable's platform allows users to input ideas in a chat interface, with AI generating backend code and completing integrations, termed "vibe coding" [11] Regulatory Developments - The National Development and Reform Commission of China is taking measures to address "involution" competition among private enterprises [12] - The People's Bank of China is establishing a macro-prudential and financial stability committee and promoting the digital yuan [12] Company Announcements - China Shenhua is considering issuing shares and cash to acquire assets from the State Energy Group, involving 13 company equities, leading to a stock suspension [16] - Jichuang Vision is planning a change in control, resulting in stock suspension [17] - Sanan Optoelectronics intends to acquire 100% of Lumileds Holding B.V. for $239 million to enhance its product line and profitability [18]

Group 1 - The Ministry of Finance and the State Taxation Administration announced the resumption of VAT on interest income from newly issued government bonds, local government bonds, and financial bonds starting from August 8 [1] - The Hong Kong High Court ruled that Zong Fuli cannot withdraw or transfer any assets from the bank account of Jianhao Venture Capital Limited until the litigation results are finalized [1] - The U.S. non-farm payrolls increased by only 73,000 in July, the lowest in nine months, significantly below the expected 110,000, indicating a rapid slowdown in the labor market [1] Group 2 - The central bank emphasized the implementation of a moderately loose monetary policy and enhancing the effectiveness of monetary policy measures [2] - The National Development and Reform Commission plans to accelerate the establishment of new policy financial tools to support private enterprises in major national projects [2] - The Supreme Court issued judicial interpretations on labor disputes, clarifying that agreements not to participate in social insurance are invalid [2] Group 3 - The Ministry of Finance reported six typical cases of local government hidden debt, with Xiamen, Chengdu, and Wuhan East Lake New Technology Development Zone adding hidden debts of 68.396 billion, 61.408 billion, and 10.385 billion respectively [3] Group 4 - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.37% to 3559.95 points, and the total trading volume for the day was 1.62 trillion [4] - The Hong Kong Hang Seng Index closed down 1.07% at 24507.81 points, marking four consecutive days of decline [5] Group 5 - The Hong Kong Stock Exchange published a consultation summary on optimizing IPO pricing and public market regulations, allowing a reduction in the minimum allocation ratio for IPO book-building from 50% to 40% [5] - The Shanghai Stock Exchange clarified that pre-application consultation is not a mandatory procedure for project acceptance [5] Group 6 - In the electric vehicle sector, July delivery figures showed significant growth for several companies, with Leap Motor surpassing 50,000 deliveries for the first time [9] - The Ministry of Industry and Information Technology issued a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to reach a maturity level of two or above by 2027 [10] Group 7 - The State Administration of Foreign Exchange outlined key tasks for foreign exchange management, emphasizing the need for macro-prudential management of cross-border capital flows [21] - The onshore RMB closed at 7.2106 against the USD, down 176 basis points from the previous trading day [21]

Group 1 - The company, Saiwei Electronics, announced that its third extraordinary general meeting of shareholders in 2025 approved multiple proposals, including the amendment of the company's articles of association [2]

赛微电子（300456）(300456.SZ)公告，公司控股子公司赛莱克斯微系统科技(北京)有限公司(简称"赛莱 克斯北京")代工制造的某款MEMS硅晶振通过了客户验证，赛莱克斯北京收到该客户发出的采购订单， 启动首批MEMS硅晶振8英寸晶圆的小批量试生产。 ...

智通财经APP讯，赛微电子(300456.SZ)公告，公司控股子公司赛莱克斯微系统科技(北京)有限公司(简 称"赛莱克斯北京")代工制造的某款MEMS硅晶振通过了客户验证，赛莱克斯北京收到该客户发出的采 购订单，启动首批MEMS硅晶振8英寸晶圆的小批量试生产。 ...

赛微电子公告，公司控股子公司赛莱克斯微系统科技（北京）有限公司代工制造的某款MEMS硅晶振通 过了客户验证，赛莱克斯北京收到该客户发出的采购订单，启动首批MEMS硅晶振8英寸晶圆的小批量 试生产。 ...

北京市中伦律师事务所 关于北京赛微电子股份有限公司 2025 年第三次临时股东大会的 法律意见书 二〇二五年八月 北京市中伦律师事务所 关于北京赛微电子股份有限公司 2025 年第三次临时股东大会的 法律意见书 致：北京赛微电子股份有限公司 北京市中伦律师事务所（以下简称"本所"）作为北京赛微电子股份有限公 司（以下简称"公司"）的法律顾问，受公司委托，指派律师出席公司 2025 年 第三次临时股东大会（以下简称"本次股东大会"）。本所律师根据《中华人民 共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以 下简称"《证券法》"）等相关法律、法规、规范性文件及《北京赛微电子股份 有限公司章程》（以下简称"《公司章程》"）、《北京赛微电子股份有限公司 股东大会议事规则》（以下简称"《股东大会议事规则》"）的规定，对本次股 东大会进行见证并出具本法律意见书。 为出具本法律意见书，本所律师审查了公司本次股东大会的有关文件和材料。 本所律师得到公司如下保证，即其已提供了本所律师认为作为出具本法律意见书 所必需的材料，所提供的原始材料、副本、复印件等材料、口头证言均符合真实、 准确、完整的要求，有关副 ...

2025 年第三次临时股东大会决议公告 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。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会无增加议案的情形，无变更议案的情形。 3、本次股东大会不涉及变更前次股东大会决议。 证券代码：300456 证券简称：赛微电子 公告编号：2025-061 北京赛微电子股份有限公司 本次股东大会表决结果如下： 4、本次股东大会审议各项议案时对中小投资者的表决单独计票。中小投资 者是指除公司董事、监事、高级管理人员以及单独或者合计持有公司5%以上股份 的股东以外的其他股东。 5、本次股东大会审议的议案以特别决议形式通过的，应当由出席股东大会 的股东(包括股东代理人)所持有效表决权的2/3以上通过。 一、本次股东大会的召开和出席情况 北京赛微电子股份有限公司（以下简称"公司"）2025年第三次临时股东大 会于2025年8月1日（星期五）14:00在北京市西城区裕民路18号北环中心A座26 层公司1号会议室召开，本次会议以现场投票与网络投票相结合的方式召开，其 中，通过深圳证券交易所交易系统进行网络投票的具体时间 ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-062 近日，北京赛微电子股份有限公司（以下简称"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"）代工制造的某款 MEMS（Micro-Electro-Mechanical Systems 的缩写，即微电子机械系统，简称 为微机电系统）硅晶振通过了客户验证，赛莱克斯北京收到该客户发出的采购订 单，启动首批MEMS硅晶振8英寸晶圆的小批量试生产。 MEMS硅晶振以硅为原材料，通过采用MEMS工艺制造形成一个微机械振动结构， 以产生稳定的振动频率，具有体积小、抗冲击、可编程、可批量生产等特点。晶 振的应用领域十分广泛，包括可穿戴设备、家用电器、智能家居、手机电脑等消 费领域，导航、基站、通讯、汽车等工业领域，以及原子钟、测量设备、遥测、 遥感、遥控等科研领域。 近年来，赛莱克斯北京持续加大研发投入，自主积累基础工艺，积极探索各 类MEMS器件的生产诀窍，努力为通信计算、生物医疗、工业汽车、消费电子等各 领域客户，尤其是中国本土客户提供优质的MEMS工艺开发及晶圆制造服务，积极 推动公司在本土形成和提升自主可控的MEM ...

Group 1 - The stock price of Saiwei Electronics closed at 18.95 yuan on July 30, 2025, down 2.42% from the previous trading day, with a trading volume of 1.104 billion yuan and a turnover rate of 9.73% [1] - Saiwei Electronics specializes in the research, development, manufacturing, and sales of MEMS (Micro-Electro-Mechanical Systems) chips, which are widely used in consumer electronics, telecommunications, and automotive electronics [1] - The company is currently in the construction phase of its advanced MEMS packaging and testing project, with the experimental line completed and operational, and is engaging with customers for demand alignment and process development [1] Group 2 - The domestic subsidiary of Saiwei Electronics is advancing the process development of MEMS-OCS products, which have existing demand from domestic customers [1] - On July 30, the net outflow of main funds for Saiwei Electronics was 124 million yuan, accounting for 1.11% of the circulating market value [1]