证券代码：300456 证券简称：赛微电子 公告编号：2025-111 北京赛微电子股份有限公司 关于董事、高级管理人员减持计划实施完毕的公告 公司董事、总经理、董事会秘书张阿斌先生及副总经理周家玉女士、刘 波先生保证信息披露内容的真实、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 12 月 5 日在巨 潮资讯网（http://www.cninfo.com.cn）披露了《关于董事、高级管理人员减持 股份预披露公告》，公司董事、总经理、董事会秘书张阿斌先生及副总经理周家 玉女士、刘波先生计划自公告发布之日起十五个交易日后的三个月内（即 2025 年 12 月 29 日-2026 年 3 月 28 日，且窗口期不减持），以集中竞价方式减持公 司股份合计不超过 152,172 股，占公司总股本的 0.021%。 2025 年 12 月 30 日，公司收到董事、总经理、董事会秘书张阿斌先生及副 总经理周家玉女士、刘波先生提供的《关于股份减持计划实施完毕的告知函》。 截至 2025 ...

Core Viewpoint - The semiconductor sector experienced a rise of 1.62% on December 30, with N Qiang leading the gains, while the overall market showed mixed results with the Shanghai Composite Index closing at 3965.12, down 0.0% [1]. Group 1: Stock Performance - N Qiang (688809) closed at 226.01, up 165.61% with a trading volume of 180,700 shares [1]. - Other notable gainers include: - Saiwei Electronics (300456) at 62.15, up 10.47% with a volume of 1,204,000 shares [1]. - New Xiangwei (688593) at 20.90, up 9.54% with a volume of 215,300 shares [1]. - Dongxin Co. (688110) at 134.91, up 9.49% with a volume of 385,100 shares [1]. - Zhuosheng Micro (300782) at 82.40, up 8.09% with a volume of 384,000 shares [1]. Group 2: Capital Flow - The semiconductor sector saw a net inflow of 432 million yuan from institutional investors, while retail investors contributed a net inflow of 1.774 billion yuan [2]. - Notable capital flows include: - N Qiang (688809) had a net inflow of 18.24 billion yuan from institutional investors, but a net outflow of 1.173 billion yuan from retail investors [3]. - Saiwei Electronics (300456) experienced a net inflow of 588 million yuan from institutional investors, with a net outflow of 110 million yuan from retail investors [3]. - Haiguang Information (688041) had a net inflow of 423 million yuan from institutional investors [3].

Group 1 - The core viewpoint of the article highlights the strong performance of chip concept stocks in the A-share market, with significant gains observed in several companies [1] - Xinxiang Microelectronics saw an increase of over 12%, while Electric Science Chip reached a 10% limit up, indicating robust investor interest [1] - Other notable performers included Zhuosheng Microelectronics with a nearly 10% rise, Dongxin Co. with over 8%, and both Saiwei Electronics and Canxin Co. with gains exceeding 5% [1] Group 2 - The news also reports that SMIC (Semiconductor Manufacturing International Corporation) plans to issue shares worth 40.6 billion yuan to acquire a 49% stake in Zhongxin North, which is held by the National Integrated Circuit Fund and four other parties [1] - Upon completion of this transaction, SMIC will gain full control over this key 12-inch wafer foundry enterprise, enhancing its market position [1]

Group 1 - The core point of the news is that Saiwei Electronics has seen a stock price increase of 1.23%, reaching 56.95 yuan per share, with a trading volume of 934 million yuan and a turnover rate of 2.78%, resulting in a total market capitalization of 41.7 billion yuan [1] - Saiwei Electronics, established on May 15, 2008, and listed on May 14, 2015, is primarily engaged in MEMS process development and wafer manufacturing, as well as GaN epitaxial material growth and chip design [1] - The revenue composition of Saiwei Electronics includes 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 - The top circulating shareholder of Saiwei Electronics is the Guolian An Semiconductor ETF (512480), which entered the top ten shareholders in the third quarter with 3.5024 million shares, accounting for 0.59% of the circulating shares, and has an estimated floating profit of approximately 2.4167 million yuan [2] - The Guolian An Semiconductor ETF was established on May 8, 2019, with a latest scale of 23.032 billion yuan, achieving a year-to-date return of 45.36% and a one-year return of 38.78% [2] - The fund manager of Guolian An Semiconductor ETF, Huang Xin, has a tenure of 15 years and 263 days, with a total fund asset scale of 42.587 billion yuan, while the other manager, Zhang Zhenyuan, has a tenure of 12 years and 29 days, managing assets of 41.491 billion yuan [3]

Group 1 - The core viewpoint of the article highlights that the power equipment, banking, and construction decoration industries received significant capital inflows, while the electronics sector faced substantial sell-offs [1] Group 2 - The power equipment industry saw a net inflow of 15.503 billion yuan [1] - The electronics industry experienced a net outflow exceeding 10 billion yuan [1] - The computer, pharmaceutical, and telecommunications sectors also faced notable net outflows [1] Group 3 - Individual stocks that attracted the most capital inflows included Sunshine Power, Tianji Co., and Duofuduo, with inflows of 3.828 billion yuan, 3.189 billion yuan, and 2.485 billion yuan respectively [1] - Stocks that experienced the highest net outflows were Saiwei Electronics, New Yisheng, and Shenghong Technology, with outflows of 2.806 billion yuan, 2.651 billion yuan, and 2.473 billion yuan respectively [1]

Group 1 - As of December 26, a total of 540 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more [1] - Tom Cat (汤姆猫) has the longest streak of net outflows, with 24 consecutive days [1] - The stock with the largest total net outflow is Moer Thread-U (摩尔线程-U), which has seen a cumulative outflow of 4.629 billion yuan over 11 days [1] Group 2 - The stock with the second-largest net outflow is Saiwei Electronics (赛微电子), with a total outflow of 3.375 billion yuan over 6 days [1] - International Medical (国际医学) has the highest percentage of net outflow relative to trading volume, with a 9.45% outflow over the past 6 days [1] - The cumulative decline in the stock price of Moer Thread-U is 34.41% during the period of net outflow [1] Group 3 - Other notable stocks with significant net outflows include Zhongke Shuguang (中科曙光) with 2.697 billion yuan over 7 days and Aerospace Electromechanical (航天机电) with 2.041 billion yuan over 7 days [1] - The data indicates a trend of sustained selling pressure in several stocks, reflecting potential investor concerns [1] - The report highlights the importance of monitoring fund flows as a key indicator of market sentiment and stock performance [1]

Group 1 - The core point of the news is that Saiwei Electronics experienced a decline of 5.01% in its stock price, reaching 56.13 yuan per share, with a trading volume of 2.28 billion yuan and a turnover rate of 6.66%, resulting in a total market capitalization of 41.099 billion yuan [1] - Saiwei Electronics, established on May 15, 2008, and listed on May 14, 2015, is primarily engaged in MEMS process development and wafer manufacturing, as well as GaN epitaxial material growth and chip design [1] - The revenue composition of Saiwei Electronics includes 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 - From the perspective of the top ten circulating shareholders, Huaxia Fund holds a position in Saiwei Electronics, with the Huaxia CSI 1000 ETF (159845) reducing its holdings by 5,000 shares in the third quarter, now holding 2.7854 million shares, which accounts for 0.47% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF today is approximately 8.2448 million yuan [2] - The Huaxia CSI 1000 ETF was established on March 18, 2021, with a current scale of 45.469 billion yuan, and has achieved a year-to-date return of 28.79%, ranking 1864 out of 4197 in its category [2]

证券代码：300456 证券简称：赛微电子 公告编号：2025-110 关于注销募集资金专户的公告 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、2021年向特定对象发行股票募集资金情况 经中国证券监督管理委员会证监许可[2021]680号文核准，2021年北京赛微 电子股份有限公司（以下简称"公司"）向特定对象发行人民币普通股90,857,535 股，发行价格为25.81元/股，募集资金总额为人民币2,345,032,978.35元，扣除 发行费用11,600,291.50元（不含增值税），募集资金净额为2,333,432,686.85 元。 该募集资金已于2021年8月23日全部到位，存放于公司募集资金专用账户中， 上述募集资金到位情况已由天圆全会计师事务所（特殊普通合伙）审验并出具"天 圆全验字[2021]000007号"《验资报告》。 北京赛微电子股份有限公司 三、本次注销募集资金专户情况 | 序号 | 账户名称 | 开户行 | 账号 | 募集资金用途 | | --- | --- | --- | --- | --- | | 1 | 北京赛微电子股 ...

Market Overview - The Shanghai Composite Index rose by 0.69% on December 22, with 22 out of the 28 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.28% and 2.63% respectively [1] - The electronic sector ranked third in terms of daily gains, rising by 2.62% [1] Capital Flow - The net inflow of capital in the two markets was 6.605 billion yuan, with 11 sectors seeing net inflows [1] - The communication sector had the highest net inflow of 7.516 billion yuan, followed by the electronic sector with a net inflow of 6.073 billion yuan [1] Electronic Sector Performance - The electronic sector saw a total of 475 stocks, with 382 stocks rising and 6 hitting the daily limit up, while 86 stocks fell and 1 hit the daily limit down [2] - Among the stocks with significant net inflows, Industrial Fulian led with a net inflow of 1.318 billion yuan, followed by SMIC and Huadian with net inflows of 837 million yuan and 577 million yuan respectively [2] - The sector also had 12 stocks with net outflows exceeding 100 million yuan, with the highest outflows from Saiwei Electronics, BOE A, and Zhenlei Technology, which saw outflows of 830 million yuan, 524 million yuan, and 273 million yuan respectively [2][3] Top Gainers in Electronic Sector - Notable gainers included: - Industrial Fulian: +3.98%, turnover rate 0.89%, net inflow 1.318 billion yuan - SMIC: +6.00%, turnover rate 4.05%, net inflow 837 million yuan - Huadian: +5.73%, turnover rate 4.24%, net inflow 577 million yuan [2] Top Losers in Electronic Sector - Significant losers included: - Saiwei Electronics: -4.64%, turnover rate 16.10%, net outflow 829 million yuan - BOE A: -1.22%, turnover rate 1.88%, net outflow 524 million yuan - Zhenlei Technology: -0.44%, turnover rate 12.46%, net outflow 273 million yuan [3]

Group 1 - The core point of the news is that Saiwei Electronics experienced a decline of 5.03% in its stock price, reaching 60.20 yuan per share, with a trading volume of 2.728 billion yuan and a turnover rate of 7.34%, resulting in a total market capitalization of 44.079 billion yuan [1] - 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 includes 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 - Among the top circulating shareholders of Saiwei Electronics, Huaxia Fund holds a position with its Huaxia CSI 1000 ETF (159845) having reduced its holdings by 5,000 shares in the third quarter, now holding 2.7854 million shares, which accounts for 0.47% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF today is approximately 8.8854 million yuan, with the fund having a total scale of 45.469 billion yuan and a year-to-date return of 24.53%, ranking 1995 out of 4197 in its category [2] - The fund manager of Huaxia CSI 1000 ETF is Zhao Zongting, who has been in the position for 8 years and 252 days, managing assets totaling 355.865 billion yuan, with the best fund return during his tenure being 119.87% and the worst being -32.63% [3]