证券代码：300456 证券简称：赛微电子 公告编号：2025-075 北京赛微电子股份有限公司 关于为子公司开展融资租赁业务及申请银行授信 提供担保的公告 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 8 月 26 日召开 第五届董事会第二十次会议，审议通过了《关于为子公司开展融资租赁业务及申 请银行授信提供担保的议案》，现将有关情况公告如下： 一、担保情况概述 1、融资租赁情况 为适度利用融资渠道，优化融资结构，满足经营发展需求，公司全资子公司 北京赛积国际科技有限公司（以下简称"赛积国际"）拟以部分设备资产以售后 回租方式与远东宏信（天津）融资租赁有限公司（以下简称"远东宏信"）进行 融资租赁交易，融资金额不超过 3,530 万元，期限不超过两年。具体内容以赛积 国际与远东宏信签订的最终协议为准。 2、银行授信情况 为满足经营发展需要，在充分协商的基础上，公司旗下子公司拟分别向北京 银行股份有限公司安华路支行（以下简称"北京银行"）、宁波银行股份有限公司 北京分行（以下简称"宁波银行"）、中 ...

| 非经营性资金 | 资金占用方 | 占用方与上市公 | 上市公司核算 | 2025 | 年期初占 | 2025 年半年度占 | 2025 年半年度 | 2025 | 年半年度 | 2025 年半年度 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 占用 | 名称 | 司的关联关系 | 的会计科目 | | 用资金余额 | 用累计发生金额 | 占用资金的利 | | 偿还累计发生 | 期末占用资金 | 占用形成原因 | 占用性质 | | | | | | | | （不含利息） | 息(如有) | | 金额 | 余额 | | | | 控股股东、实际 | | | | | | | | | | | | | | 控制人及其附 | | | | | | | | | | | | | | 属企业 | | | | | | | | | | | | | | 小计 | | | | | | | | | | | | | | 前控股股东、实 | | | | | | | | | | | | | | 际控制人及其 | | | ...

Core Insights - The core viewpoint of the article is that the photocatalytic mosquito trap is emerging as a new generation of environmentally friendly mosquito control devices, leveraging UV light and photocatalytic materials to effectively attract and eliminate mosquitoes, thus driving significant growth in the market due to rising health awareness and the prevalence of mosquito-borne diseases [1][15]. Industry Overview - The photocatalytic mosquito trap, also known as "mosquito magnet," utilizes advanced technology to simulate human scents and attract mosquitoes, effectively capturing them through a suction mechanism [3][5]. - The market for photocatalytic mosquito traps in China is rapidly growing, with the industry size projected to increase from 197 million yuan in 2015 to 895 million yuan in 2024, reflecting a compound annual growth rate (CAGR) of 18.32% [1][15]. Industry Development History - The photocatalytic technology was discovered in 1968, and significant advancements occurred in 1999, leading to its widespread adoption in households by 2001 [7]. - The third generation of photocatalytic mosquito traps was introduced in 2010, combining various technologies to enhance efficiency and safety [7]. Industry Chain - The upstream of the photocatalytic mosquito trap industry includes raw materials such as titanium dioxide, UV lamps, circuit boards, and sensors [9]. - The downstream applications encompass various environments, including homes, hospitals, parks, and other public spaces [9]. Market Trends - The photocatalytic mosquito trap industry is moving towards smart and automated solutions, integrating IoT technology and AI for real-time monitoring and control [23]. - Environmental sustainability is becoming a core focus, with companies optimizing materials for recyclability and reducing energy consumption [24]. - The diversification of application scenarios is creating new growth opportunities, with products being tailored for outdoor, portable, and specialized environments [25]. Competitive Landscape - The competitive landscape of the photocatalytic mosquito trap market is evolving, with key players including Jiuliang, Chaowei, and Green Yinglu, focusing on technological innovation and brand recognition to differentiate themselves [17][18].

Group 1 - The core viewpoint of the news is that Saiwei Electronics (300456) has shown a positive stock performance with a closing price of 25.2 yuan, up 4.35% as of August 25, 2025 [1] - The company reported a total operating revenue of 264 million yuan for Q1 2025, a year-on-year decrease of 2.24%, while net profit attributable to shareholders was 2.64 million yuan, a year-on-year increase of 122.66% [1] - The company's liquidity ratios are strong, with a current ratio of 3.345 and a quick ratio of 2.545, indicating good short-term financial health [1] Group 2 - Saiwei Electronics has made investments in 18 companies and participated in 7 bidding projects, showcasing its active engagement in the market [2] - The company holds 8 trademark registrations and 19 patents, reflecting its focus on intellectual property and innovation [2] - Saiwei Electronics has 3 administrative licenses, indicating compliance with regulatory requirements [2]

证券日报网讯赛微电子（300456）8月21日在互动平台回答投资者提问时表示，公司会结合业务发展及 战略实施的需要，合理使用境内外现金资源；公司仍是瑞典Silex持股45.24%的重要股东，享有包括分 红权在内的股东权利。 ...

Group 1 - The lithography machine concept sector experienced a decline of 2.11%, ranking among the top declines in concept sectors, with companies like Tongfei Co., Tengjing Technology, and Haili Co. showing significant drops [1][2] - Among the concept stocks, 31 experienced net outflows of main funds, with a total outflow of 1.647 billion yuan, and 6 stocks saw outflows exceeding 100 million yuan [2][3] - The leading stocks in terms of net outflow included Zhangjiang Hi-Tech with 267 million yuan, followed by Dazhu Laser and Haili Co. with 266 million yuan and 145 million yuan respectively [2][3] Group 2 - The top gainers in the lithography machine concept included *ST and Ke, Sitai Technology, and Huaya Intelligent, with increases of 5.01%, 3.01%, and 1.99% respectively [1][2] - The overall market showed a mixed performance with sectors like combustible ice and digital currency gaining 3.12% and 2.38% respectively, while the lithography machine and PCB concepts faced declines [2] - The main fund inflows were observed in stocks such as Sudaview, Taijing Technology, and Electric Science Digital, with inflows of 31.798 million yuan, 28.513 million yuan, and 19.208 million yuan respectively [2][3]

每经AI快讯，有投资者在投资者互动平台提问：请问贵司刚研发出来的OCS目前运用场景是哪里？已经 有商业化产品了吗？之前瑞典公司是谷歌用，国内对应是什么企业用？国内的OCS产品市面上有对标生 产的企业吗？技术工艺如何，是否有壁垒？ 赛微电子（300456.SZ）8月21日在投资者互动平台表示，MEMS-OCS（Optical Circuit Switch 的缩写， 即光链路交换器件）的应用场景包括数据中心网络、超算系统集群等，境内外产线（瑞典产线2025年7 月出表）均拥有商业化产品（瑞典产线为Top3业务，自2023年起高速增长且保持高价高毛利率），分 别服务于境内外通信计算领域的知名客户；公司境外产线在MEMS-OCS的工艺开发及晶圆制造领域拥 有约10年经验积累，公司境内产线拥有约3年经验积累，MEMS-OCS的工艺技术壁垒极高，产业先发及 领先优势突出，截至目前公司尚不掌握在制造环节的其他可比竞争对手。 （记者 王晓波） ...

Group 1 - Weicai Technology achieved a net profit of 101 million yuan in the first half of 2025, a year-on-year increase of 831.03% [1] - The company reported an operating income of 634 million yuan, up 47.53% year-on-year, with a basic earnings per share of 0.68 yuan [1] - Weicai Technology specializes in wafer testing, chip finished product testing, and related integrated circuit testing services [1] Group 2 - Changhua Group received a project development notification from a domestic automotive company, with an expected total sales amount of approximately 190 million yuan over an 8-year lifecycle [2] - The project is set to begin mass production in the third quarter of 2026 [2] - Changhua Group focuses on the research, production, and sales of automotive metal components [2][3] Group 3 - Junhe Co. reported a net profit of 30.99 million yuan in the first half of 2025, a year-on-year decrease of 19.53% [3] - The company achieved an operating income of 578 million yuan, up 5.53% year-on-year, with a basic earnings per share of 0.08 yuan [3][4] - Junhe Co. specializes in the research, design, manufacturing, and sales of household water pumps and their accessories [4] Group 4 - Tonghua Jinma reported a net profit of 16.80 million yuan in the first half of 2025, a year-on-year increase of 34.77% [5] - The company achieved an operating income of 650 million yuan, a slight increase of 0.12% year-on-year, with a basic earnings per share of 0.0174 yuan [5] - Tonghua Jinma focuses on the research, production, and sales of pharmaceutical products [5][6] Group 5 - Xing Shuai reported a net profit of 122 million yuan in the first half of 2025, a year-on-year increase of 31.79% [8] - The company achieved an operating income of 1.132 billion yuan, up 8.59% year-on-year, with a basic earnings per share of 0.37 yuan [8] - Xing Shuai specializes in the research, production, and sales of various types of refrigeration compressor thermal protectors, starters, and temperature controllers [8] Group 6 - Ice Wheel Environment reported a net profit of 266 million yuan in the first half of 2025, a year-on-year decrease of 19.71% [9] - The company achieved an operating income of 3.118 billion yuan, down 6.92% year-on-year, with a basic earnings per share of 0.27 yuan [9] - Ice Wheel Environment focuses on the research, design, and sales of artificial environment control technology and energy comprehensive utilization technology [9][10] Group 7 - Jiangsu Huachen reported a net profit of 47.27 million yuan in the first half of 2025, a year-on-year increase of 18.37% [18] - The company achieved an operating income of 938 million yuan, up 40.46% year-on-year, with a basic earnings per share of 0.2901 yuan [18] - Jiangsu Huachen specializes in the research, production, and sales of energy-saving transformers and smart electrical equipment [18] Group 8 - Hanma Technology reported a net profit of 27.73 million yuan in the first half of 2025, reversing from a loss of 153 million yuan in the same period last year [18] - The company achieved an operating income of 2.847 billion yuan, a year-on-year increase of 50.03% [18] - Hanma Technology focuses on the production, research, and sales of heavy trucks, special vehicles, and automotive components [18] Group 9 - Tianyue Advanced announced the listing of its H-shares on the Hong Kong Stock Exchange, raising approximately 1.938 billion HKD [19] - The global offering consisted of 47.7457 million shares, with a price of 42.80 HKD per share [19] - Tianyue Advanced specializes in the research, production, and sales of silicon carbide semiconductor materials [19][20] Group 10 - Kesi Technology signed a sales framework contract worth up to 401 million yuan with Beijing Tianyuan Innovation Technology Co., Ltd. [21] - The contract is valid for two years and involves a comprehensive information integration service project [21] - Kesi Technology focuses on the research, development, manufacturing, and sales of electronic information equipment [21][22]

Core Viewpoint - The announcement from Saiwei Electronics indicates a significant change in the shareholding structure, particularly regarding the pledge and unpledge of shares by the controlling shareholder, which may impact investor sentiment and company stability [2] Summary by Relevant Sections Shareholding Structure - As of the announcement date, the controlling shareholder, Yang Yunchun, holds approximately 179 million shares, representing 24.46% of the total share capital of Saiwei Electronics [2] - A total of 75.23 million shares have been pledged, which accounts for 42.01% of the shares held by Yang Yunchun and 10.27% of the company's total share capital [2]

北京赛微电子股份有限公司 关于控股股东部分股票解除质押及质押展期的公告 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。 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 75,230,000 股，占其持有公司股份总数的 42.01%， 占公司总股本的 10.27%。敬请投资者注意相关风险。 2025 年 8 月 20 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，杨云春先生将其质押的部分股份办理了解除质押及质押展期，现将有关情 况公告如下： 一、股东股份解除质押及质押展期基本情况 证券代码：300456 证券简称：赛微电子 公告编号：2025-067 | | | | | | 占其 | 占公 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 ...