Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 1000 ETF (512100), which opened with a gain of 1.27% at 3.262 yuan on February 9 [1] - The top-performing stocks within the Zhongzheng 1000 ETF include Xiangnong Xinchuan, which rose by 2.01%, Dongxin Co., which increased by 1.29%, and Yuanjie Technology, which saw a rise of 3.89% [1] - The fund's performance benchmark is the Zhongzheng 1000 Index, managed by Southern Fund Management Co., Ltd., with a return of 21.23% since its inception on September 29, 2016, and a return of 2.36% over the past month [1]

截至发稿，李康累计任职时间10年330天，现任基金资产总规模85.87亿元，任职期间最佳基金回报 57.1%， 任职期间最差基金回报-48.35%。 从基金十大重仓股角度 数据显示，国寿安保基金旗下1只基金重仓赛微电子。国寿安保创精选88ETF（159804）四季度持有股 数7.3万股，占基金净值比例为2.93%，位居第二大重仓股。根据测算，今日浮盈赚取约19.34万元。 国寿安保创精选88ETF（159804）成立日期2020年3月4日，最新规模1.39亿。今年以来收益3.93%，同 类排名2427/5579；近一年收益31.28%，同类排名2035/4289；成立以来收益54.21%。 国寿安保创精选88ETF（159804）基金经理为李康、苏天醒。 2月9日，赛微电子涨5.28%，截至发稿，报52.87元/股，成交9.36亿元，换手率3.01%，总市值387.12亿 元。 资料显示，北京赛微电子股份有限公司位于北京市西城区裕民路18号北环中心A座2607室(德胜园区),北 京市北京经济技术开发区科创八街21号院1号楼，成立日期2008年5月15日，上市日期2015年5月14日， 公司主营业务涉及MEMS ...

Group 1 - The core point of the article highlights that on February 4, Saiwei Electronics executed a block trade of 60,000 shares, with a transaction value of 3.315 million yuan, accounting for 0.09% of the total trading volume for that day [1][2] - The transaction price was 55.25 yuan per share, which remained stable compared to the market closing price of 55.25 yuan [1][2]

Group 1 - Hailanxin (300065) benefits from the collaborative development of the capital urban area port cluster and the intelligent upgrade of shipping, leading to strong growth momentum for the company [1][34] - The company specializes in marine electronic information systems and marine engineering equipment, with a leading position in domestic navigation technology [1][34] - The demand for technology support is expected to increase due to the acceleration of intelligent transformation at key ports like Tianjin and Tangshan [1][34] Group 2 - Jingtou Development (600683) focuses on the development of rail transit properties, leveraging the construction of a cross-regional rail transit network to unlock land value along the routes [2][36] - The company has developed a mature "rail + property" model and holds multiple patents in core technologies related to rail property [2][36] - The ongoing construction in key areas like Beijing's sub-center and Xiong'an New Area aligns with the demand for residential and industrial support due to population relocation [2][36] Group 3 - Chengjian Development (600266) is positioned to benefit from the accelerated urban renewal and non-capital function relief, which creates sustained demand for urban development and infrastructure projects [3][37] - The company has extensive experience in old city renovation and affordable housing construction, participating deeply in the quality upgrade projects of core cities [3][37] - The company’s land reserves and project resources in key areas can directly meet the housing and industrial space needs arising from population relocation [3][37] Group 4 - Langfang Development (600149) is strategically positioned in the land development business in the Beijing area, benefiting from the integration of Tongzhou and the North Three Counties [4][38] - The company can leverage local resource advantages to undertake land consolidation and infrastructure construction projects [4][38] - The demand for land development is expected to be rigidly released due to the implementation of cross-regional demonstration policies [4][38] Group 5 - Julisi (002342) sees a surge in demand for engineering equipment and rigging due to large-scale infrastructure projects in the urban area [5][39] - The company specializes in engineering rigging and lifting equipment, widely used in construction scenarios such as bridges and ports [5][39] - The integration of transportation in the Beijing-Tianjin-Hebei region is expected to drive significant growth in the company's product demand [5][39] Group 6 - Huasheng Tiancai (600410) focuses on cloud computing and digital services, capitalizing on the digital infrastructure upgrade and industrial digital transformation in the urban area [6][40] - The company has a comprehensive digital technology system and rich industry service experience [6][40] - The demand for digital services is expected to grow as the region develops smart transportation and digital governance applications [6][40] Group 7 - Jinyu Group (601992) is a leading supplier of building materials in the Beijing-Tianjin-Hebei region, benefiting from the ongoing construction boom and urban renewal [7][41] - The company’s product offerings include cement, concrete, and aggregates, with a strong supply chain advantage [7][41] - The demand for building materials is expected to rise significantly due to large-scale infrastructure and housing projects [7][41] Group 8 - Jidong Equipment (000856) is positioned to benefit from the upgrade of traditional industries and the demand for equipment renewal in the building materials sector [8][42] - The company specializes in cement equipment manufacturing and engineering services, with a strong technical capability [8][42] - The demand for high-end cement equipment and environmental renovation technology is expected to grow as the region pushes for green upgrades [8][42] Group 9 - Fushi Holdings (300071) focuses on brand marketing and public relations, benefiting from the growing demand for brand promotion in the urban area [9][43] - The company has a full-chain marketing service capability and serves clients across multiple industries [9][43] - The demand for customized marketing solutions is expected to rise as many enterprises establish and upgrade their brands [9][43] Group 10 - Huaxia Happiness (600340) specializes in the development and operation of industrial new towns, benefiting from the influx of industries due to non-capital function relief [10][44] - The company has a mature operational model that integrates industrial introduction and urban support [10][44] - The value of industrial new towns is expected to increase as the region enhances transportation and public services [10][44] Group 11 - Hongqiang Co., Ltd. (002809) sees a rigid growth in demand for concrete additives due to large-scale infrastructure projects [11][45] - The company specializes in concrete additives and new building materials, with stable product performance [11][45] - The demand for concrete is expected to rise significantly, driving the growth of the additives market [11][45] Group 12 - Siwei Tuxin (002405) is positioned to benefit from the rapid development of smart transportation and the growth of the connected vehicle and autonomous driving industries [12][46] - The company specializes in navigation maps and connected vehicle services, with leading technology in high-precision mapping [12][46] - The demand for smart transportation solutions is expected to grow as the region promotes intelligent upgrades in transportation systems [12][46] Group 13 - Leike Defense (002413) focuses on radar systems and electronic countermeasures, benefiting from the dual growth in defense and civilian security demands [13][48] - The company has core technologies and intellectual property rights in the defense and civilian security sectors [13][48] - The demand for security solutions is expected to increase as the region enhances its security capabilities [13][48] Group 14 - Aerospace Technology (000901) is involved in the aerospace equipment manufacturing sector, benefiting from the integration of innovation resources and the upgrade of high-end manufacturing [14][49] - The company leverages its aerospace technology advantages to participate in regional aerospace projects [14][49] - The demand for aerospace technology applications is expected to grow as the region develops its aerospace industry [14][49] Group 15 - Keri International (300662) focuses on human resources services, benefiting from the accelerated flow of talent and the growing demand for high-end talent in the urban area [15][50] - The company provides comprehensive human resources services, covering various industries [15][50] - The demand for customized human resources solutions is expected to rise as enterprises upgrade and expand [15][50] Group 16 - Tanshijia (300005) is positioned to benefit from the growth in outdoor leisure demand and the development of ecological tourism resources [16][51] - The company specializes in outdoor apparel and equipment, with a strong brand presence in the outdoor products industry [16][51] - The demand for outdoor products is expected to grow as consumer awareness of outdoor activities increases [16][51] Group 17 - Gangyan Gaona (300034) focuses on high-temperature alloy materials, benefiting from the rapid development of aerospace and new energy sectors [17][52] - The company specializes in the research and production of high-end alloy materials, with leading technology in the field [17][52] - The demand for high-temperature alloys is expected to grow as the region promotes high-end manufacturing upgrades [17][52] Group 18 - Electronic City (600658) focuses on the development and operation of technology parks, benefiting from the demand for innovation resources and the establishment of tech enterprises [18][53] - The company has extensive experience in park operation and enterprise incubation [18][53] - The demand for technology parks is expected to grow as the region promotes innovation and collaboration [18][53] Group 19 - Shangda Co., Ltd. (301522) specializes in the processing of special steel materials, benefiting from the growing demand for high-end materials in traditional industries [19][54] - The company focuses on the deep processing of special steel, with significant advantages in material processing technology [19][54] - The demand for special steel products is expected to rise as the region promotes the upgrade of manufacturing industries [19][54] Group 20 - Jikai Co., Ltd. (002691) focuses on mining equipment and intelligent upgrades, benefiting from the demand for efficient resource development [20][55] - The company specializes in mining machinery and technical services, with a strong service network [20][55] - The demand for intelligent mining equipment is expected to grow as the region promotes equipment renewal [20][55] Group 21 - Xinhua News (603888) focuses on news dissemination and digital content services, benefiting from the growing demand for media and cultural industries [21][56] - The company has authoritative information channels and strong content creation capabilities [21][56] - The demand for customized media solutions is expected to rise as the region promotes cultural integration and digital transformation [21][56]

Group 1 - The core stock price of Saiwei Electronics (300456) closed at 52.26 yuan on January 30, 2026, with an increase of 3.02% and a turnover rate of 9.1% [1] - The trading volume was 544,000 shares, with a total transaction amount of 2.801 billion yuan [1] - On January 30, 2026, the net inflow of main funds was 208 million yuan, indicating significant accumulation [2] Group 2 - Saiwei Electronics announced that its wholly-owned subsidiary, Sai Lex International, completed the acquisition of a 9.50% stake in Sai Lex Beijing from the National Integrated Circuit Fund [1] - Following the acquisition, Sai Lex International's ownership in Sai Lex Beijing increased to 76.00%, while the National Integrated Circuit Fund holds 19.00% and Beijing Jixin Sensor Technology Center (Limited Partnership) holds 5.00% [1] - The completion of the industrial and commercial change registration for Sai Lex Beijing was confirmed on January 30, 2026 [2]

Core Viewpoint - The company Saiwei Electronics (300456) has recently completed a significant acquisition, enhancing its stake in a subsidiary, which may positively impact its market position and future growth potential [1]. Group 1: Stock Performance - As of January 30, 2026, Saiwei Electronics closed at 52.26 yuan, marking a 3.02% increase from the previous trading day [1]. - The stock opened at 50.29 yuan, reached a high of 53.0 yuan, and a low of 49.89 yuan, with a trading volume of 28.01 billion yuan and a turnover rate of 9.1% [1]. Group 2: Corporate Actions - The company announced the completion of industrial and commercial registration changes for its wholly-owned subsidiary, SaiLex International [1]. - On June 30, 2025, the fifth board meeting approved the acquisition of a 9.50% stake in SaiLex Beijing from the National Integrated Circuit Fund [1]. - The acquisition was successfully completed on September 5, 2025, with a transaction price of 32,370.96 million yuan, resulting in SaiLex International holding 76.00% of SaiLex Beijing, while the National Integrated Circuit Fund holds 19.00% and Beijing Jixin Sensor Technology Center (Limited Partnership) holds 5.00% [1]. - As of January 30, 2026, SaiLex Beijing has completed the necessary industrial and commercial registration and obtained the registration notice [1].

证券代码：300456 证券简称：赛微电子 公告编号：2026-007 北京赛微电子股份有限公司 关于控股子公司完成工商变更登记的公告 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。 北京赛微电子股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开 的第五届董事会第十七次会议审议通过了《关于全资子公司收购控股子公司部分 股权暨关联交易的议案》，同意公司全资子公司北京赛莱克斯国际科技有限公司 （以下简称"赛莱克斯国际"）以不高于 32,370.96 万元的价格通过产权交易所 进场摘牌的方式收购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"）持有的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"）9.50%股权。具体内容详见公司于 2025 年 7 月 1 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于全资子公司收购控 股子公司部分股权暨关联交易的公告》（公告编号：2025-049）。该议案已经公 司 2025 年第二次临时股东大会审议通过。 2025 年 9 月 ...

Group 1 - The company expects a net profit attributable to shareholders of 1,414.44 million to 1,503.77 million yuan in 2025, indicating a turnaround from losses, with a projected operating revenue of 806.63 million to 839.89 million yuan [1] - The sale of controlling interest in Silex Microsystems AB will result in significant non-recurring gains affecting the net profit for the reporting period, marking a major reason for the increase in net profit despite a decline in operating revenue and MEMS business income [2] - The Beijing MEMS production line (FAB3) is progressing in capacity ramp-up, transitioning from process development to risk trial production and small-batch production, although revenue has declined due to fluctuations in orders from existing customers [2] Group 2 - The company continues to invest heavily in research and development at the Beijing FAB3 factory, which has led to increased operational expenses and a widening loss compared to the previous year, contributing to the net profit loss after excluding non-recurring gains [2]

Core Viewpoint - Several companies are expected to turn profitable by 2025, with projected net profits indicating a significant recovery from previous losses [1] Group 1: Company Projections - Saiwei Electronics is projected to achieve a net profit of 1.414 billion to 1.504 billion yuan in 2025, marking a turnaround from losses [1] - Ganfeng Lithium anticipates a net profit of 1.1 billion to 1.65 billion yuan in 2025, also indicating a return to profitability [1] - Buchang Pharma expects a net profit ranging from 320 million to 468 million yuan in 2025, reflecting a recovery [1] - Zhiguang Electric forecasts a net profit of 110 million to 160 million yuan in 2025, showing a positive shift [1] - Zhong Rare Metals predicts a net profit of 100 million to 130 million yuan in 2025, indicating a turnaround [1] - Jingwei Hengrun expects a net profit of 75 million to 110 million yuan in 2025, marking a return to profit [1] - Tongguan Copper Foil anticipates a net profit of 55 million to 75 million yuan in 2025, indicating a recovery [1] - Weijie Chuangxin projects a net profit of 45 million yuan in 2025, reflecting a positive change [1] - Changshan Beiming expects a net profit of 35 million yuan in 2025, indicating a turnaround [1] - CanSino Biologics anticipates a net profit of 24.5 million to 29 million yuan in 2025, marking a return to profitability [1] - Gaolan Co. projects a net profit of 23.5 million to 30.5 million yuan in 2025, indicating a recovery [1] - Shenkeda expects a net profit of 20 million to 29 million yuan in 2025, reflecting a positive shift [1] - Guodun Quantum anticipates a net profit of 5 million yuan in 2025, indicating a turnaround [1]

Core Viewpoint - The company expects a net profit attributable to shareholders of 1.414 billion to 1.504 billion yuan in 2025, a significant turnaround from a loss of 170 million yuan in the previous year, primarily due to substantial non-recurring gains from the sale of its stake in Swedish Silex in July 2025 [1] Financial Performance - The projected net profit for 2025 represents a year-on-year improvement, indicating a recovery from the previous year's loss [1] - The anticipated profit is influenced by the recognition of long-term equity investment gains and the positive impact from the acquisition of Zhancheng Technology [1]