Group 1 - The Terahertz concept sector increased by 2.62%, ranking fifth among concept sectors, with 18 stocks rising, including ShuoBeide which hit a 20% limit up [1] - Leading stocks in the Terahertz sector included Shaanxi Huada, Leike Defense, and Taihao Technology, which rose by 4.92%, 3.85%, and 3.61% respectively [1] - The sector experienced a net inflow of 1.023 billion yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] Group 2 - ShuoBeide led the net inflow with 833 million yuan, followed by ZTE Communications, Haige Communications, and Tianhai Defense with net inflows of 135 million yuan, 114 million yuan, and 76.79 million yuan respectively [2] - The net inflow ratios for ShuoBeide, Leike Defense, and Haige Communications were 26.89%, 10.30%, and 9.03% respectively [3] - The trading volume and turnover rates for leading stocks in the Terahertz sector were significant, with ShuoBeide showing a turnover rate of 39.04% [3]

Core Viewpoint - The company Saimo Electronics has completed the transfer of control of its wholly-owned subsidiary Silex Microsystems AB to seven trading parties, marking a significant asset restructuring without constituting a related party transaction [1][4]. Group 1: Transaction Details - The transaction involved the sale of 4.41 million shares of Silex Microsystems, with an initial valuation of 5.525 billion Swedish Krona, adjusted to a final valuation of 5.25 billion Swedish Krona (approximately 3.94 billion RMB) [5]. - The final payment for the transaction amounted to 2.375 billion Swedish Krona (approximately 1.783 billion RMB) after deducting intermediary fees and adding interest [5][6]. - Following the transaction, Saimo Electronics retains a 45.24% stake in Silex Microsystems, which will now be classified as an associate company [4][3]. Group 2: Strategic Considerations - The decision to sell control of Silex Microsystems was influenced by the increasingly complex international geopolitical environment, which posed uncertainties for the subsidiary [8]. - The company aims to maximize the value of Silex Microsystems while avoiding potential value loss, as the subsidiary is an important overseas operational entity for MEMS chip development and wafer manufacturing [7][8]. - Despite the sale, Saimo Electronics maintains that its core business in MEMS chip development and wafer manufacturing remains unchanged, and the transaction provides substantial funds for future investments and acquisitions [9]. Group 3: Financial Performance - In the first quarter of the year, Saimo Electronics reported revenue of 264 million RMB, a year-on-year decrease of 2.24%, with a net profit of 2.6421 million RMB, indicating a turnaround from previous losses [9]. - As of July 25, the company's stock price was 17.88 RMB per share, with a total market capitalization of 13.09 billion RMB [9].

Core Viewpoint - The company has completed the transfer of control of its wholly-owned subsidiary, Silex Microsystems AB, to Bure Equity AB and Creades AB, marking a significant asset restructuring without constituting a related party transaction [1][6]. Group 1: Transaction Details - The transaction involved the sale of 4.41 million shares of Silex Microsystems, with an initial valuation of 5.525 billion Swedish Krona, adjusted to a final valuation of 5.25 billion Swedish Krona (approximately 3.94 billion RMB) after deductions [7][8]. - The final payment for the shares amounted to 2.375 billion Swedish Krona (approximately 1.783 billion RMB), with the total payment after fees and interest being 2.382 billion Swedish Krona (approximately 1.788 billion RMB) [8][9]. Group 2: Strategic Rationale - The decision to sell control of Silex was influenced by increasing uncertainties due to the complex international geopolitical environment, aiming to preserve the company's interests and avoid potential value loss [10][12]. - Post-transaction, Silex will become an associate company of the firm, retaining a 45.24% stake, while the company will continue to focus on its core MEMS chip development and wafer manufacturing business [6][12]. Group 3: Financial Performance - In the first quarter, the company reported revenues of 264 million RMB, a year-on-year decline of 2.24%, with a net profit of 2.6421 million RMB, indicating a turnaround from previous losses [12]. - As of July 25, the company's stock price was 17.88 RMB per share, with a total market capitalization of 13.09 billion RMB [13].

赛微电子（300456）公告，公司向Bure Equity AB、Creades AB(publ)等七名交易对方转让全资子公司瑞 典Silex Microsystems AB控制权已完成交割。交易对价为23.75亿瑞典克朗减去任何价值减损，加上自签 署日(含)起至交割日(不含)止按实际天数计算的每日32.5万瑞典克朗的利息。截至本公告披露日，交易 对方已向运通电子支付购买价款23.82亿瑞典克朗。 ...

证券代码：300456 证券简称：赛微电子 上市地：深圳证券交易所 北京赛微电子股份有限公司 重大资产出售实施情况报告书 | Silex Microsystems AB | Bure Equity AB、Creades AB (publ)等 七名交易对方 | | --- | --- | | 标的公司 | 交易对方 | 独立财务顾问 签署日期：二〇二五年七月 本公司及本公司全体董事、监事及高级管理人员保证上市公司及时、公平 地披露信息，保证本报告书及内容的真实、准确、完整，不存在虚假记载、误 导性陈述或者重大遗漏，保证本报告书所引用的相关数据的真实性和合理性， 并对所提供信息的真实性、准确性、完整性负相应的法律责任。 本次重组的交易对方已就在本次交易过程中所提供信息和材料的真实、准 确、完整情况出具承诺函，保证其将及时提供本次重组相关信息，为本次交易 事项所提供的有关信息均真实、准确和完整，如因提供的信息存在虚假记载、 误导性陈述或者重大遗漏，给上市公司或者投资者造成损失的，将依法承担相 应的法律责任。 本报告书所述事项并不代表有关监管部门对于本次重大资产重组相关事项 的实质性判断、确认或批准。 本次交易完成后 ...

北京市金杜律师事务所上海分所 关于 北京赛微电子股份有限公司 重大资产出售 之 实施情况的法律意见书 二〇二五年七月 | 释 义 | | 3 | | --- | --- | --- | | 引 言 | | 5 | | 正 文 | | 7 | | | 一、本次交易方案概述 | 7 | | | 二、本次交易的批准、授权 | 8 | | | 三、本次交易的实施情况 | 9 | | | 四、本次交易的实际情况与此前披露的信息是否存在差异 | 10 | | | 五、董事、监事、高级管理人员的更换情况 11 | | | | 六、关联方资金占用或关联方担保情况 11 | | | | 七、本次交易相关协议及承诺的履行情况 11 | | | | 八、本次交易的后续事项 | 12 | | | 九、结论意见 | 12 | 释 义 在本法律意见书内，除非另有所指，下列词语具有下述涵义： | 金杜/本所 | 指 | 北京市金杜律师事务所上海分所 | | --- | --- | --- | | 上市公司/赛微电子 | 指 | 北京赛微电子股份有限公司 | | 赛莱克斯国际 | 指 | 北京赛莱克斯国际科技有限公司，曾用名北京瑞通芯源半 ...

华泰联合证券有限责任公司 关于北京赛微电子股份有限公司 重大资产出售实施情况 之 独立财务顾问核查意见 独立财务顾问 签署日期：二〇二五年七月 声明与承诺 华泰联合证券有限责任公司接受北京赛微电子股份有限公司委托，担任北 京赛微电子股份有限公司重大资产出售之独立财务顾问。 2、本核查意见是在假设本次交易各方当事人均全面和及时履行本次交易相 关声明和承诺的基础上出具。 3、本核查意见不构成对上市公司的任何投资建议或意见，对投资者根据本 核查意见作出的任何投资决策可能产生的风险，本独立财务顾问不承担任何责 任。 依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司重大 资产重组管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号— —上市公司重大资产重组》等法律法规的有关规定和要求，按照证券行业公认 的业务标准、道德规范和诚实信用、勤勉尽责精神，遵循客观、公正的原则， 在认真审阅相关资料和充分了解本次交易行为的基础上，本独立财务顾问出具 了本核查意见。 1、本核查意见所依据的文件和材料由本次交易各方提供，提供方对所提供 文件及资料的真实性、准确性和完整性负责，并保证该等信息不存在虚假记载、 ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-058 北京赛微电子股份有限公司 关于重大资产出售交割完成的公告 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、本次重大资产出售的交易情况概述 北京赛微电子股份有限公司（以下简称"公司"）向Bure Equity AB、Creades AB (publ)等七名交易对方转让全资子公司Silex Microsystems AB（以下简称 "瑞典Silex"）控制权（以下简称"本次交易"）。本次交易构成《上市公司 重大资产重组管理办法》规定的重大资产重组，不构成关联交易。 公司于2025年6月13日召开了第五届董事会第十六次会议，于2025年6月30日 召开了2025年第一次临时股东大会，审议通过了与本次交易相关的议案。截至本 公告披露日，本次重大资产出售已完成交割。 二、本次重大资产出售的实施情况 （一）标的资产过户情况 本次交易的标的资产为公司全资子公司运通电子有限公司（以下简称"运通 电子"）持有的瑞典 Silex 4,410,115 股股份。 根据交易各方签署的交割确认文件及瑞典律师出具的 ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-057 北京赛微电子股份有限公司 关于重大资产出售的进展公告 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、本次重大资产出售的交易情况概述 北京赛微电子股份有限公司（以下简称"公司"）拟向Bure Equity AB、 Creades AB (publ)等七名交易对方转让全资子公司Silex Microsystems AB（以 下简称"瑞典Silex"）控制权（以下简称"本次交易"）。本次交易构成《上市 公司重大资产重组管理办法》规定的重大资产重组，不构成关联交易。 公司于2025年6月13日召开了第五届董事会第十六次会议和第五届监事会第 十四次会议，审议通过了《关于<北京赛微电子股份有限公司重大资产出售报告 书（草案）>及其摘要的议案》等与本次交易相关的议案，具体内容详见公司于 2025年6月13日披露的《第五届董事会第十六次会议决议公告》（公告编号：2025- 035）、《第五届监事会第十四次会议决议公告》（公告编号：2025-036）。 公司于2025年6月30日召开了2025年第一次 ...

Core Viewpoint - Beijing Saiwei Electronics Co., Ltd. plans to amend its Articles of Association to enhance corporate governance by abolishing the supervisory board, transferring its powers to the audit committee of the board of directors [1][2][3] Summary by Sections Company Governance - The company intends to revise its Articles of Association to improve governance efficiency and standardize operations, in compliance with relevant laws and regulations [1][2] - The supervisory board will be abolished, and its responsibilities will be assumed by the audit committee of the board of directors [1][2] Articles of Association Amendments - The term "shareholders' meeting" will be changed to "shareholders' assembly" throughout the Articles of Association [1] - The legal representative of the company will be the chairman of the board, and the company will bear civil liability for actions taken by the legal representative [2][3] - The company’s assets will be divided into equal shares, and shareholders will be liable for the company's debts only to the extent of their subscribed shares [3][4] Share Issuance and Capital Increase - The company will issue shares based on principles of openness, fairness, and justice, ensuring equal rights for all shares of the same type [4][5] - The company may increase capital through various methods, including public issuance and distribution of bonus shares, subject to shareholder approval [5][6] Share Repurchase Regulations - The company is prohibited from repurchasing its shares, except under specific circumstances such as capital reduction or employee stock ownership plans [6][7] - Any repurchase must be conducted through public centralized trading or other legally recognized methods [7][8] Shareholder Rights and Obligations - Shareholders have the right to request information, participate in meetings, and supervise company operations [8][9] - Shareholders must comply with laws and the Articles of Association, and they cannot withdraw their capital except as legally permitted [9][10] Control and Management - The controlling shareholders and actual controllers must act in good faith and not exploit their positions to harm the company or other shareholders [10][11] - They are required to maintain the independence of the company and ensure fair treatment of minority shareholders [11][12]