Core Viewpoint - The company, Saiwei Electronics, announced its revenue and net profit projections for the fiscal year 2025, indicating a significant recovery from the previous year's losses [1] Group 1: Revenue Projections - The company expects to achieve a revenue of approximately 806.63 million to 839.90 million yuan for the fiscal year 2025, compared to 1,204.72 million yuan in the same period last year [1] Group 2: Net Profit Projections - The projected net profit attributable to the parent company for 2025 is estimated to be between 1,414.44 million and 1,503.77 million yuan, a notable improvement from a loss of 169.99 million yuan in the previous year [1]

Financial Performance - The company expects a net profit attributable to shareholders of between ¥141,444.11 million and ¥150,377.43 million for 2025, representing an increase of 932% to 985% compared to the previous year[3] - The operating revenue is projected to be between ¥80,663.32 million and ¥83,989.64 million, a decrease from ¥120,471.56 million in the previous year[3] - The MEMS business revenue is estimated to be between ¥66,820.19 million and ¥70,264.53 million, down from ¥99,804.58 million in the previous year[3] - Non-recurring gains and losses are expected to impact net profit by approximately ¥181,479.75 million, primarily due to the sale of Silex[9] Business Developments - The company completed the sale of controlling interest in Silex Microsystems AB in July 2025, which significantly impacted the net profit attributable to shareholders[7] - The Beijing MEMS production line (FAB3) is progressing in capacity ramp-up, but revenue has declined due to fluctuations in customer orders[7] - The company acquired 56.24% of Qingdao Zhancheng Technology Co., increasing its total ownership to 61.00%, positively affecting revenue and net profit[8] Expenses and Investments - The company has recognized significant stock incentive expenses related to the sale of Silex, leading to a substantial increase in management expenses[8] - The company continues to maintain high R&D investment intensity despite a slight decrease in R&D expenses[9] Cautionary Notes - The financial data presented is preliminary and will be detailed in the 2025 annual report, urging investors to make cautious decisions[11]

证券代码：300456 证券简称：赛微电子 公告编号：2026-005 北京赛微电子股份有限公司 关于控股子公司退回部分政府补助的公告 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。 一、政府补助资金情况 北京赛微电子股份有限公司（以下简称"公司"）某控股子公司分别于 2020 年 11 月 18 日、2022 年 8 月 5 日收到中央项目资金支持 18,573 万元、22,288 万元，合计 40,861 万元，与此相关的具体信息根据有权部门相关要求不予具体 披露。具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于控股子公司获得政府补助的公告》（公告编号：2020-179、2022-066）。 二、退回政府补助资金情况 历时数年，公司控股子公司积极推进并完成了该项目的核心技术指标等相关 工作，根据有关部门通知，公司控股子公司该项目通过验收，但因投入期间的认 定差异导致公司控股子公司在该项目归集的投资金额未达标，需按照总投资完成 情况等比例退回该中央项目资金 8,735 万元，公司控股子公司已于 2026 年 1 ...

证券代码：300456 证券简称：赛微电子 公告编号：2026-004 北京赛微电子股份有限公司 关于股东部分股份被司法冻结的进展公告 公司控股股东、实际控制人、董事长杨云春先生保证向公司提供的信息 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。 二、股东部分股份被司法冻结进展情况 2026年1月27日，公司收到杨云春先生的通知，山东省青岛市中级人民法院 于2026年1月27日组织案件当事人进行了证据交换，暂未进行实质性审理；具体 审理时间待法院进一步通知。 截至本公告之日，杨云春先生所持股份除2025年12月31日披露的被司法冻结 情况外，不存在其他被冻结的情形，累计被冻结情况如下： | 股东名称 | 持股数量（股） | 持股比例 | 累计被冻结数量 | 累计被标记数量 | 合计占其所持 | 合计占公司总 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （股） | （股） | 股份比例 | 股本比例 | | | 杨云春 | ...

Group 1 - The terahertz concept sector experienced a decline of 4.42%, ranking among the top declines in concept sectors, with major stocks like Haige Communication and Yaguang Technology seeing significant drops [1][2] - Among the terahertz concept stocks, Haige Communication hit the daily limit down, while other notable decliners included Shaanxi Huada and Tianyin Electromechanical [1] - Conversely, stocks such as Changfei Optical Fiber and Hengtong Optic-Electric saw gains of 10.00% and 9.15%, respectively, indicating a mixed performance within the sector [1][3] Group 2 - The terahertz concept sector faced a net outflow of 6.157 billion yuan, with 18 stocks experiencing net outflows, and 10 stocks seeing outflows exceeding 100 million yuan [2] - Aerospace Electronics led the outflow with a net withdrawal of 4.051 billion yuan, followed by Haige Communication and Saiwei Electronics with outflows of 998 million yuan and 622 million yuan, respectively [2] - In contrast, Hengtong Optic-Electric and Changfei Optical Fiber attracted net inflows of 826 million yuan and 603 million yuan, respectively, highlighting a divergence in investor sentiment within the sector [2][3]

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, with a trading volume of 1.3369 trillion yuan. The Shenzhen Component Index rose 0.79% to 14439.66 points, with a trading volume of 1.7484 trillion yuan. The ChiNext Index increased by 0.63% to 3349.50 points, with a trading volume of 822.63 billion yuan. The STAR Market 50 Index closed at 1553.71 points, up 0.78%, with a trading volume of 110.8 billion yuan. The total trading volume of both markets was 3.0853 trillion yuan, an increase of 393.5 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw more sectors gaining than losing, with notable increases in power equipment, non-ferrous metals, precious metals, defense and military, steel, media, computer, environmental protection, and textile and apparel sectors. Concepts such as perovskite batteries, commercial aerospace, satellite internet, sapphire, lithium mining, cultivated diamonds, small metals, gold, and interactive short dramas were particularly active. In contrast, sectors like communication, insurance, banking, coal, and home appliances experienced declines [1]. Individual Stock Performance - A total of 3707 stocks rose, while 1336 stocks fell, with 134 stocks remaining flat and 6 stocks suspended. Excluding newly listed stocks, there were 120 stocks hitting the daily limit up and 2 stocks hitting the limit down [2]. - Among the stocks that hit the daily limit up, 23 stocks had consecutive limit-up days of 2 or more, with Fenglong Co., Ltd. leading with 18 consecutive limit-ups [3]. Capital Flow - The net capital outflow from the two markets was 4.167 billion yuan, with the ChiNext seeing a net inflow of 1.515 billion yuan. The CSI 300 index experienced a net outflow of 1.005 billion yuan, while the STAR Market saw a net outflow of 3.171 billion yuan. Out of 31 sectors, 13 sectors had net capital inflows, with the power equipment sector leading with a net inflow of 8.977 billion yuan [4][6]. - The top sectors with net inflows included non-ferrous metals (4.552 billion yuan), media (2.173 billion yuan), and defense and military (2.157 billion yuan). Conversely, the communication sector had the highest net outflow of 7.992 billion yuan, followed by electronics (6.350 billion yuan) and machinery (5.077 billion yuan) [4][6]. Notable Stocks - 191 stocks had net capital inflows exceeding 1 billion yuan, with Jin Feng Technology receiving the highest net inflow of 1.861 billion yuan. Other notable stocks included Lens Technology (1.594 billion yuan), Qian Zhao Optoelectronics (1.267 billion yuan), and Xian Dao Intelligent (1.217 billion yuan) [7][8]. - Conversely, 116 stocks experienced net capital outflows exceeding 1 billion yuan, with Xin Yi Sheng leading with a net outflow of 3.471 billion yuan, followed by Zhong Ji Xu Chuang (3.103 billion yuan) and Li Ou Shares (2.604 billion yuan) [10][11]. Institutional Activity - Institutional investors had a net selling of approximately 1.02 billion yuan, with 22 stocks seeing net purchases and 14 stocks net sales. Jin Feng Technology was the most purchased stock by institutions, with a net purchase amount of approximately 266 million yuan [13][14].

Group 1 - The lithography machine concept sector rose by 2.76%, ranking 10th among concept sectors, with 39 stocks increasing in value, including Baidao Chemical and Woge Optoelectronics hitting the daily limit [1] - Notable gainers in the sector included ChipMOS Technologies, which increased by 16.26%, followed by Maolai Optics at 8.69% and Wavelength Optoelectronics at 8.10% [1] - The stocks with the largest declines were Jiangfeng Electronics, Su Da Weige, and Kema Technology, which fell by 3.02%, 1.32%, and 0.94% respectively [1] Group 2 - The lithography machine concept sector saw a net inflow of 1.075 billion yuan, with 31 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2] - Baidao Chemical led the net inflow with 232 million yuan, followed by Jingfang Technology, Saiwei Electronics, and Dazhu Laser with net inflows of 171 million yuan, 153 million yuan, and 144 million yuan respectively [2] - The top net inflow ratios were recorded by Woge Optoelectronics at 19.57%, Baidao Chemical at 16.33%, and Juguang Technology at 9.33% [3] Group 3 - The trading performance of Baidao Chemical showed a daily increase of 10.01% with a turnover rate of 5.45% and a net inflow of 232.45 million yuan [3] - Jingfang Technology increased by 4.03% with a turnover rate of 11.80% and a net inflow of 171.48 million yuan [3] - Other notable performers included Saiwei Electronics with a 2.46% increase and a net inflow of 152.86 million yuan, and Dazhu Laser with a 6.72% increase and a net inflow of 144.47 million yuan [3][4]

Group 1 - The core point of the article highlights the significant stock price increases of several companies, including沃格光电, 金瑞矿业, and 麦格米特, which have reached their daily limit up [1][2] - 通富微电 previously experienced a limit up, indicating strong market interest and potential investor confidence [1][2] - Other companies such as 帝尔激光, 光力科技, 五方光电, and 赛微电子 also showed notable price increases, suggesting a positive trend in the sector [1][2]

（编辑 任世碧） 证券日报网讯 1月20日，赛微电子发布公告称，2026年1月20日，公司收到天圆全会计师事务所（特殊 普通合伙）（简称"天圆全"）《关于变更北京赛微电子股份有限公司签字注册会计师的说明函》，天圆 全作为公司2025年度审计机构，原委派侯红梅、谢德斌担任签字注册会计师，任晓辉担任项目质量控制 复核人。因原委派注册会计师谢德斌工作变动，现委派注册会计师梁益胜接替谢德斌担任签字注册会计 师，继续完成公司2025年度审计相关工作。变更后的项目合伙人为侯红梅，签字注册会计师为侯红梅、 梁益胜。 ...

证券代码：300456 证券简称：赛微电子 公告编号：2026-003 北京赛微电子股份有限公司 关于变更签字注册会计师的公告 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 3 月 19 日召开 的第五届董事会第十三次会议审议通过了《关于聘任 2025 年度审计机构的议案》， 同意公司续聘天圆全会计师事务所（特殊普通合伙）（以下简称"天圆全"）为公 司 2025 年度审计机构。具体内容详见公司于 2025 年 3 月 20 日在巨潮资讯网 （http://www.cninfo.com.cn）披露的《关于聘任 2025 年度审计机构的公告》 （公告编号：2025-012）。上述事项已经公司于 2025 年 4 月 10 日召开的 2024 年年度股东大会审议通过。 一、签字注册会计师变更情况 2026 年 1 月 20 日，公司收到天圆全《关于变更北京赛微电子股份有限公司 签字注册会计师的说明函》，天圆全作为公司 2025 年度审计机构，原委派侯红梅、 谢德斌担任签字注册会计师，任晓辉担任项目质量控 ...