Core Viewpoint - The major shareholder of Saiwei Electronics has reduced its stake, but this will not affect the company's control or ongoing operations [1] Shareholder Activity - The National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its holdings by 6.3481 million shares from July 30, 2025, to September 22, 2025 [1] - This reduction represents 0.87% of the total share capital, decreasing the holding percentage from 7.82% to 6.95% [1] - The reduction has reached a 1% integer threshold [1] Impact on Company - The share reduction will not lead to any change in the company's control [1] - There is no significant impact on the company's ongoing operations [1]

证券代码：300456 证券简称：赛微电子 公告编号：2025-083 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 9 月 22 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《关于减持股份触及 1%整数倍的告知函》。2025 年 7 月 30 日至 2025 年 9 月 22 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 6,348,146 股，占公司总股本的 0.87%。 本次减持前，国家集成电路基金持有公司股份 57,223,200 股，占公司总股 本的 7.82%；本次减持后，国家集成电路基金持有公司股份 50,875,054 股，占 公司总股本的 6.95%，持股比例变动触及 1%整数倍，现将国家集成电路基金减持 情 ...

Core Viewpoint - Saiwei Electronics has seen a significant stock price increase of 13.62% over the past three days, closing at 27.86 CNY per share with a market capitalization of 20.399 billion CNY [1] Group 1: Company Overview - Saiwei Electronics, established on May 15, 2008, and listed on May 14, 2015, is located in Beijing and specializes in MEMS process development, wafer manufacturing, GaN epitaxial material growth, and chip design [1] - The revenue composition of Saiwei Electronics is as follows: 54.30% from MEMS wafer manufacturing, 39.14% from MEMS process development, 4.90% from other sources, and 1.67% from semiconductor equipment [1] Group 2: Shareholder Information - Guolian An Fund's ETF, Guolian An CSI Semiconductor Products and Equipment ETF Link A (007300), increased its holdings in Saiwei Electronics by 495,500 shares in Q2, now holding 5.4324 million shares, representing 0.91% of the circulating shares [2] - The fund has realized a floating profit of approximately 7.7141 million CNY today and 17.2208 million CNY during the three-day price increase [2] - The fund was established on June 26, 2019, with a current size of 1.669 billion CNY and has achieved a year-to-date return of 36.93% [2] Group 3: Fund Performance - Guolian An CSI 1000 Index Enhanced A (016962) holds 57,700 shares of Saiwei Electronics, making it the third-largest holding in the fund, with a floating profit of about 81,900 CNY today and 182,900 CNY over the three-day increase [3] - This fund was established on December 5, 2022, with a current size of 10.6 million CNY and has achieved a year-to-date return of 31.69% [3]

Market Overview - On September 18, A-shares saw all three major indices turn positive after a low opening, with the Shanghai Composite Index rising by 0.45% to 3893.95 points, the Shenzhen Component Index increasing by 0.79% to 13319.70 points, and the ChiNext Index up by 0.49% to 3162.90 points, all reaching new highs since 2015 and 2022 [1][2]. Semiconductor Sector - The semiconductor industry chain experienced significant gains, with multiple stocks hitting the daily limit. Notable performers included Dekoli and Huicheng Co., both achieving a 20% increase, while several other stocks rose over 10% [4][5]. - The semiconductor sector also saw strong performance in the Hong Kong market, with companies like SMIC and Hua Hong Semiconductor showing robust gains [4]. Robotics Sector - The humanoid robot concept stocks have been in high demand, with several stocks experiencing limit-up trading. Companies like Lihengxing and Jilun Intelligent achieved a 20% increase, while others like Wuzhou Xinchun and Langdi Group saw gains of 10% [11][12]. - Tesla's Optimus robot is making significant progress, with plans for AI chip design evaluations and upcoming meetings regarding AI and autonomous driving systems [13]. CPO Concept - The CPO concept stocks surged again, with Dekoli achieving a 20% increase, while companies like Zhongtian Technology and Hengtong Optic-Electric rose by 10% [15][16]. AI and Computing Power - Huawei's recent reports predict a 100,000-fold increase in total computing power by 2035, driven by the exponential growth in AI applications. The global AI server market is expected to reach $125.1 billion by 2024 and grow to $222.7 billion by 2028 [17]. - The optical module industry is experiencing unprecedented growth due to the surge in AI computing power demand, with 800G optical modules being widely deployed and 1.6T modules entering the market [17].

Core Viewpoint - The AI industry chain is experiencing a surge, expanding from PCB and CPO to more branches, with OCS concept stocks witnessing significant growth in the market [1] Group 1: Market Performance - OCS concept stocks collectively surged, with notable increases in share prices: Dekoli up 20%, Guangku Technology up over 17%, Lingyun Light up over 16%, and others like Tengjing Technology and Saiwei Electronics also showing gains [1][2] - The trading volume for Dekoli reached 165,400 shares, while Guangku Technology saw 325,900 shares traded [2] Group 2: OCS Technology Overview - OCS (Optical Circuit Switch) technology differs from traditional switches by reconstructing the physical path of optical signals, leading to higher bandwidth capacity, lower latency, and reduced energy consumption [3] - The technology is gaining attention as data volumes grow exponentially, with OCS potentially leading the next era of optical communication [3] Group 3: Industry Developments - The 26th China International Optoelectronic Exposition showcased OCS as a mainstream direction for next-generation switching technology, with multiple manufacturers, including Guangku Technology and Lingyun Light, presenting their OCS solutions [2][3] - Google has implemented OCS in its Jupiter data center network, achieving a 30% increase in throughput, a 40% reduction in power consumption, and a 50-fold decrease in network downtime [3] Group 4: Challenges and Competition - OCS technology faces challenges such as high costs, the need for upgrades to existing optical modules, and the requirement for standardization to ensure compatibility among different manufacturers [4] - The competitive landscape includes ongoing iterations of electrical switches and optical-electrical hybrid solutions, which may pose alternatives to OCS as the industry evolves [4]

Group 1 - The sensor concept continues to strengthen, leading to significant stock price increases for companies such as Suoao Sensor, *ST Weir, Donghua Software, and Jusheng Electronics, which all hit the daily limit up [1] - Other companies like Chicheng Co., Riyi Electronics, Saiwei Electronics, Fola New Materials, Duan'an Environment, and Tongfu Microelectronics also experienced price increases [1]

Core Viewpoint - Saiwei Electronics experienced a 5.19% increase in stock price, reaching 26.53 CNY per share, with a trading volume of 1.142 billion CNY and a turnover rate of 7.50%, resulting in a total market capitalization of 19.426 billion CNY [1] Company Overview - Beijing Saiwei Electronics Co., Ltd. was established on May 15, 2008, and went public on May 14, 2015. The company specializes in MEMS process development, wafer manufacturing, GaN epitaxial material growth, and chip design [1] - The revenue composition of the company is as follows: MEMS wafer manufacturing accounts for 54.30%, MEMS process development for 39.14%, other for 4.90%, and semiconductor equipment for 1.67% [1] Shareholder Information - Guolianan Fund's ETF, Guolianan CSI Semiconductor Products and Equipment ETF Link A (007300), increased its holdings by 495,500 shares in the second quarter, now holding 5.4324 million shares, which is 0.91% of the circulating shares. The estimated floating profit today is approximately 7.1165 million CNY [2] - The fund was established on June 26, 2019, with a current size of 1.669 billion CNY. Year-to-date returns are 37.14%, ranking 1210 out of 4222 in its category; the one-year return is 113.8%, ranking 230 out of 3804; and since inception, the return is 176.86% [2] Fund Performance - Guolianan CSI 1000 Index Enhanced A (016962) holds 57,700 shares of Saiwei Electronics, making it the third-largest holding in the fund, with an estimated floating profit of about 75,600 CNY [3] - This fund was established on December 5, 2022, with a current size of 10.6 million CNY. Year-to-date returns are 33.45%, ranking 1471 out of 4222; the one-year return is 75.53%, ranking 1169 out of 3804; and since inception, the return is 30.65% [3]

Group 1 - The core point of the article is that Saiwei Electronics (SZ 300456) announced significant shareholding and pledge details of its controlling shareholder, Yang Yunchun, along with its revenue composition for the first half of 2025 [1] - As of the announcement date, Yang Yunchun holds approximately 179 million shares, accounting for 24.46% of the total share capital of the company [1] - A total of 80.41 million shares have been pledged, which represents 44.9% of Yang Yunchun's holdings and 10.98% of the company's total share capital [1] Group 2 - For the first half of 2025, the revenue composition of Saiwei Electronics is as follows: MEMS industry accounts for 93.43%, other businesses for 4.9%, and semiconductor equipment industry for 1.67% [1] - The current market capitalization of Saiwei Electronics is 18.5 billion yuan [1]

证券代码：300456 证券简称：赛微电子 公告编号：2025-082 北京赛微电子股份有限公司 关于控股股东进行股票质押式回购交易的公告 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。 注：上表统计的"已质押股份限售和冻结数量（股）"指高管锁定股 47,830,000 股，除因质 押原因外不存在冻结情形；"未质押股份限售和冻结数量"指高管锁定股 86,477,539 股。 特别提示： 截至本公告披露日，公司控股股东、实际控制人、董事长杨云春先生持有北 京赛微电子股份有限公司（以下简称"公司"）179,076,719 股股份，占公司总 股本的 24.46%，累计质押股份 80,410,000 股，占其持有公司股份总数的 44.90%， 占公司总股本的 10.98%。敬请投资者注意相关风险。 2025 年 9 月 17 日，公司收到控股股东、实际控制人、董事长杨云春先生的 通知，杨云春先生将其持有的部分股票办理了质押，现将有关情况公告如下： 一、股东股份质押基本情况 1、本次股份质押基本情况 | | 是否为控股 | | 占其所 | 占公司 | 是否 | 是否 | ...

Core Viewpoint - The photolithography concept sector has seen a significant increase, with a rise of 3.30%, leading among various concept sectors [1][2]. Group 1: Market Performance - Within the photolithography sector, 33 stocks experienced gains, with Wavelength Optoelectronics reaching a 20% limit up, and Yongxin Optical and Kaimete Gas also hitting the limit up [1]. - Notable gainers include Su Dawei Ge, Hongli Zhihui, and Saiwei Electronics, which rose by 14.66%, 11.40%, and 8.38% respectively [1]. - The sector's performance contrasts with the declining sectors such as duty-free shops and pork, which fell by 1.60% and 1.40% respectively [2]. Group 2: Capital Flow - The photolithography sector attracted a net inflow of 1.794 billion yuan, with 27 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2]. - Kaimete Gas led the net inflow with 772 million yuan, followed by Wavelength Optoelectronics, Zhangjiang Hi-Tech, and Saiwei Electronics with net inflows of 359 million yuan, 129 million yuan, and 118 million yuan respectively [2]. - The net inflow ratios for Kaimete Gas, Yongxin Optical, and Wavelength Optoelectronics were 48.64%, 43.51%, and 31.66% respectively, indicating strong investor interest [3].