公司全资子公司运通电子根据境外业务发展需要，使用自有资金10,000港币投资设立全资子公司运通电 子技术发展有限公司。近日，该全资子公司已在香港特别行政区公司注册处完成注册登记，并取得香港 特别行政区公司注册处签发的《公司注册证明书》及《商业登记证》。 格隆汇8月13日丨赛微电子(300456.SZ)公布，公司全资子公司运通电子有限公司（简称"运通电子"）因 经营发展需要，将其注册地址由"香港特别行政区上环永乐街66号昌泰商业大厦9B"变更为"海港城海洋 中心16楼1627"。近日，该全资子公司已在香港特别行政区公司注册处完成注册地址变更登记，并领取 了新的《商业登记证》。 ...

公司全资子公司运通电子根据境外业务发展需要，使用自有资金10,000港币投资设立全资子公司运通电 子技术发展有限公司。近日，该全资子公司已在香港特别行政区公司注册处完成注册登记，并取得香港 特别行政区公司注册处签发的《公司注册证明书》及《商业登记证》。 格隆汇8月13日丨赛微电子(300456.SZ)公布，公司全资子公司运通电子有限公司（简称"运通电子"）因 经营发展需要，将其注册地址由"香港特别行政区上环永乐街66号昌泰商业大厦9B"变更为"海港城海洋 中心16楼1627"。近日，该全资子公司已在香港特别行政区公司注册处完成注册地址变更登记，并领取 了新的《商业登记证》。 ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-063 北京赛微电子股份有限公司 关于全资子公司变更注册地址并对外投资 设立全资子公司的公告 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、全资子公司变更注册地址情况 北京赛微电子股份有限公司（以下简称"公司"）全资子公司运通电子有限 公司（以下简称"运通电子"）因经营发展需要，将其注册地址由"香港特别行 政区上环永乐街66号昌泰商业大厦9B"变更为"海港城海洋中心16楼1627"。近 日，该全资子公司已在香港特别行政区公司注册处完成注册地址变更登记，并领 取了新的《商业登记证》，变更后的登记信息如下： 1、公司中文名称：运通电子有限公司 2、公司英文名称：GLOBAL ACCESS ELECTRONICS LIMITED （1）对外投资基本情况 公司全资子公司运通电子根据境外业务发展需要，使用自有资金10,000港币 投资设立全资子公司运通电子技术发展有限公司。 近日，该全资子公司已在香港特别行政区公司注册处完成注册登记，并取得 香港特别行政区公司注册处签发的《公司注册证明书》及《商业登记 ...

Market Overview - The semiconductor sector increased by 1.04% on August 13, with Zhongchuan Special Gas leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Semiconductor Sector - Zhongchuan Special Gas (688146) closed at 44.86, up 20.01% with a trading volume of 310,400 shares and a transaction value of 1.376 billion [1] - Sawing Wall Technology (688270) closed at 68.51, up 15.63% with a trading volume of 262,800 shares [1] - Shanghai HePin (688584) closed at 26.18, up 14.52% with a trading volume of 431,000 shares [1] - Liyang Chip (688135) closed at 24.40, up 14.23% with a trading volume of 183,600 shares [1] Decliners in Semiconductor Sector - Juguang Technology (688167) closed at 100.20, down 3.65% with a trading volume of 62,400 shares [2] - Xindao Technology (688230) closed at 72.71, down 2.56% with a trading volume of 32,900 shares [2] - Jinghua Micro (688130) closed at 25.52, down 2.48% with a trading volume of 52,800 shares [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 2.551 billion from institutional investors, while retail investors saw a net inflow of 2.53 billion [2] - The net inflow from speculative funds was 20.592 million [2] Individual Stock Capital Flow - Haowei Group (603501) had a net inflow of 476 million from institutional investors, while it faced a net outflow of 240 million from speculative funds [3] - Ziguang Guowei (002049) saw a net inflow of 199 million from institutional investors, with a net outflow of 85.01 million from speculative funds [3] - Long Electric Technology (600584) had a net inflow of 169 million from institutional investors, with a net outflow of 39.93 million from speculative funds [3]

Core Viewpoint - Zirconia ceramics play a crucial role in advanced ceramics and are essential materials in modern high-tech industries. The market for zirconia ceramics in China is projected to reach 4.32 billion yuan in 2024, reflecting a year-on-year increase of 6.2% [1][14]. Industry Overview - Zirconia ceramics are high-performance materials based on zirconium oxide (ZrO2), known for their toughness, bending strength, and wear resistance. They are widely used in aerospace, automotive manufacturing, electronic information, and biomedical fields [3][8]. - The production process of zirconia ceramics involves several steps, including forming, debinding, and sintering, with various methods employed for each stage [5][6]. Industry Chain - The upstream of the zirconia ceramics industry involves the preparation and purification of raw materials, primarily zirconia powder, which is essential for high-quality ceramic production. The downstream includes various applications in sectors such as aerospace, automotive, electronics, and biomedical [8][10]. Market Dynamics - The market for zirconia ceramics is expanding due to continuous development in application fields. The demand for zirconia ceramics is expected to grow, particularly in the dental industry, where the market for dentures is projected to increase from 10.099 billion yuan in 2021 to 15.981 billion yuan by 2028 [12][14]. Competitive Landscape - Leading companies in the zirconia ceramics market include Guocera Materials, Dongfang Zirconium, and Sanxiang New Materials, which dominate the market due to their production scale, technological advantages, and brand influence [16]. Development Trends - The industry is witnessing ongoing technological innovations, including the development of nanomaterials and new sintering techniques, which enhance material performance and reduce production costs. The application of 3D printing technology is also becoming more prevalent [21][22]. - There is a growing emphasis on green and sustainable development within the zirconia ceramics industry, focusing on reducing emissions, optimizing production processes, and recycling resources [23][24].

通过天眼查大数据分析，北京赛微电子股份有限公司共对外投资了18家企业，参与招投标项目7次，知 识产权方面有商标信息8条，专利信息19条，此外企业还拥有行政许可3个。 来源：金融界 赛微电子最新一期业绩显示，截至2025一季报，公司营业总收入2.64亿元、同比减少2.24%，归属净利 润264.21万元，同比增长122.66%，扣非净利润739.89万元，同比增长46.06%，流动比率3.345、速动比 率2.545、资产负债率25.30%。 天眼查商业履历信息显示，北京赛微电子股份有限公司，成立于2008年，位于北京市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本73221.3134万人民币，实缴资本 73221.3134万人民币。公司法定代表人为杨云春。 金融界消息 截至2025年8月11日收盘，赛微电子（300456）报收于20.48元，上涨3.91%，换手率 7.88%，成交量46.78万手，成交金额9.49亿元。 资金流向方面，今日主力资金净流入2915.03万元，占比成交额3.07%。其中，超大单净流入4166.73万 元、占成交额4.39%，大单净流出1251.70万元、 ...

Group 1 - The Terahertz concept sector rose by 1.65%, ranking fourth among concept sectors, with 10 stocks increasing in value, led by ShuoBeide which hit a 20% limit up [1] - Notable gainers in the Terahertz sector include Chuangyuan Xinke, Saiwei Electronics, and Shaanxi Huada, which rose by 4.96%, 3.97%, and 3.88% respectively [1] - The sector experienced a net inflow of 0.80 billion yuan from main funds, with ShuoBeide receiving the highest net inflow of 6.22 billion yuan [2][3] Group 2 - The main fund inflow ratios for ShuoBeide, Shaanxi Huada, and Saiwei Electronics were 16.10%, 11.75%, and 8.58% respectively, indicating strong investor interest [3] - The top stocks in the Terahertz concept based on fund inflow include ShuoBeide, Saiwei Electronics, and Shaanxi Huada, with significant trading volumes and turnover rates [3] - The overall market saw declines in other sectors, with notable losers including Tianhai Defense and LeiKe Defense, which fell by 1.75% and 1.61% respectively [1][4]

Market Performance - The main board led the gains with notable increases in stocks such as Furi Electronics (+10.04%), Beiwai Technology (+10.03%), and Liding Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, highlighted by Longyang Electronics (+20.00%) and Jinxi Modern (+19.96%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.00%) and Xunjiexing (+15.81%) leading the way [1] - Active sub-industries included SW Military Electronics III (+3.42%) and SW Robotics (+3.42%) [1] Domestic News - ZhiGe Technology, an AR glasses optical manufacturer, recently completed a financing round of over 100 million yuan, establishing China's first fully automated mass production line for diffractive waveguides with a monthly capacity of 100,000 pieces [1] - Semiconductor investment alliance member, Saiwei Electronics, announced that its subsidiary, Silex, has received a purchase order for a MEMS silicon oscillator after passing customer validation [1] - TSMC has begun equipment installation for its second 2nm plant in Kaohsiung, expected to enter trial production by the end of this year [1] - He Sheng New Materials announced a 250 million yuan investment in Yizhi Electronics, acquiring a 10% stake in the company, which specializes in high-end server CPU chip design [1] Company Announcements - Aohai Technology reported the repurchase of 534,100 shares, representing 0.19% of its total share capital [3] - Sanhuan Group announced the repurchase of 5,133,800 shares, accounting for 0.2679% of its total share capital [3] - OmniVision Technologies projected its H1 2025 revenue to be between 13.722 billion yuan and 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [3] - Industrial Fulian reported a total repurchase of 7,697,400 shares, which is 0.04% of its total share capital [3] Overseas News - TrendForce predicts that major memory suppliers in South Korea and the U.S. will significantly reduce or halt production of LPDDR4X in 2025 and 2026, leading to supply-demand imbalances [1] - Samsung Electronics made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [1] - Meta announced plans to dispose of certain data center assets valued at $2.04 billion, reclassifying them as "held for sale" [1] - Qualcomm reported Q3 FY2025 revenue of $10.4 billion, a 10% year-on-year increase, with net profit of $2.666 billion, up 25% year-on-year, driven by strong performance in automotive and IoT sectors [1]

Core Viewpoint - The Terahertz concept sector has shown a significant increase of 3.40%, ranking sixth among concept sectors, with 19 stocks rising, including Aerospace Electronics which hit the daily limit, and other notable gainers such as Shaanxi Huada, Saiwei Electronics, and Tianhe Defense [1][2]. Market Performance - The Terahertz concept sector received a net inflow of 1.079 billion yuan, with 12 stocks experiencing net inflows, and 6 stocks seeing inflows exceeding 50 million yuan. Aerospace Electronics led with a net inflow of 491 million yuan, followed by Haige Communication, Saiwei Electronics, and Tianhai Defense with net inflows of 227 million yuan, 127 million yuan, and 98.08 million yuan respectively [2][3]. Stock Performance - Key stocks in the Terahertz concept sector include: - Aerospace Electronics: 9.99% increase, 38.42% net inflow ratio - Haige Communication: 4.62% increase, 10.55% net inflow ratio - Saiwei Electronics: 5.51% increase, 10.61% net inflow ratio - Tianhai Defense: 4.15% increase, 10.88% net inflow ratio - Tianyin Machinery: 2.85% increase, 11.81% net inflow ratio - Taihao Technology: 4.03% increase, 11.15% net inflow ratio [3][4].

金融界消息 截至2025年8月4日收盘，赛微电子（300456）报收于19.72元，上涨5.51%，换手率 10.35%，成交量61.45万手，成交金额11.97亿元。 通过天眼查大数据分析，北京赛微电子股份有限公司共对外投资了18家企业，参与招投标项目7次，知 识产权方面有商标信息8条，专利信息19条，此外企业还拥有行政许可3个。 来源：金融界 资金流向方面，今日主力资金净流入1.35亿元，占比成交额11.29%。其中，超大单净流入2868.71万 元、占成交额2.4%，大单净流入1.06亿元、占成交额8.89%，中单净流出流入2335.46万元、占成交额 1.95%，小单净流出15851.30万元、占成交额13.24%。 赛微电子最新一期业绩显示，截至2025一季报，公司营业总收入2.64亿元、同比减少2.24%，归属净利 润264.21万元，同比增长122.66%，扣非净利润739.89万元，同比增长46.06%，流动比率3.345、速动比 率2.545、资产负债率25.30%。 天眼查商业履历信息显示，北京赛微电子股份有限公司，成立于2008年，位于北京市，是一家以从事计 算机、通信和其他电子设备制造 ...