Core Viewpoint - The company, Saiwei Electronics, plans to acquire a 56.24% stake in its subsidiary, Qingdao Zhancheng Technology Co., Ltd., for 157 million yuan, which will increase its total ownership to 61.00%, making it a controlling subsidiary [1]. Group 1 - The acquisition aims to enhance the company's strategic layout in MEMS chip manufacturing and chip design services [1]. - Qingdao Zhancheng Technology specializes in IC design services and EDA software development, aligning with the company's focus on providing services to chip design companies [1].

证券代码：300456 证券简称：赛微电子 公告编号：2025-066 北京赛微电子股份有限公司 关于收购青岛展诚科技有限公司 56.24%股权的公告 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： 1、北京赛微电子股份有限公司（以下简称"公司"或"甲方"）拟以 15,747.20 万元收购公司参股子公司青岛展诚科技有限公司（以下简称"展诚科技"、"标 的公司"或"丙方"）56.24%股权。本次收购前，公司全资子公司北京微芯科技 有限公司（以下简称"微芯科技"）持有展诚科技 4.76%股权。本次交易完成后， 公司合计持有展诚科技 61.00%股权，展诚科技将成为公司控股子公司。 2、公司于 2025 年 8 月 19 日召开的第五届董事会第十九次会议审议通过了 《关于收购青岛展诚科技有限公司 56.24%股权的议案》。 3、根据《深圳证券交易所创业板股票上市规则》等相关法律法规及《公司 章程》等的规定，本次交易事项在公司董事会审议权限范围内，无需提交公司股 东会审议。 4、本次交易不构成关联交易,也不构成《上市公司重大资产重组管理办法》 规定的重大 ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-065 北京赛微电子股份有限公司 表决结果：7 票同意，0 票反对，0 票弃权，赞成票占董事会有效表决权的 100%。 特此公告。 北京赛微电子股份有限公司董事会 第五届董事会第十九次会议决议公告 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。 2025 年 8 月 19 日 北京赛微电子股份有限公司（以下简称"公司"）第五届董事会第十九次会 议于 2025 年 8 月 19 日采取现场和通讯表决相结合的方式召开，会议通知于 2025 年 8 月 14 日以电话或电子邮件的方式送达。本次会议应到董事 7 人，实际出席 董事 7 人。本次会议召开符合《公司法》和《公司章程》的有关规定，是合法、 有效的。会议由公司董事长杨云春主持，经与会董事表决，审议通过了《关于收 购青岛展诚科技有限公司 56.24%股权的议案》。 经与会董事讨论，同意公司与青岛展诚科技有限公司（以下简称"展诚科技"） 股东孙延辉、袁鹏飞、刘斌、周静、李世密、刘晓颖及展诚科技签署《股权转让 协议》，公司以 15,747.20 万元收 ...

Core Viewpoint - The Huawei HiSilicon concept stocks experienced a rise of 1.87% as of the market close on August 19, with significant contributions from several stocks within the sector [1]. Group 1: Stock Performance - Among the Huawei HiSilicon concept stocks, 29 stocks increased in value, with Chengmai Technology reaching a 20% limit up, Sichuan Changhong also hitting the limit up, and other notable gainers including Saiwei Electronics, Qiangrui Technology, and Jing Sheng Co., which rose by 11.69%, 9.73%, and 8.74% respectively [1]. - The concept sector's performance was varied, with the top gainers including the reducer concept at 2.62% and animal vaccine at 2.47%, while the military equipment restructuring concept saw a decline of 1.86% [1]. Group 2: Capital Flow - The Huawei HiSilicon concept sector saw a net inflow of 727 million yuan from main funds, with 20 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [1]. - Sichuan Changhong led the net inflow with 1.506 billion yuan, followed by Chengmai Technology, Runhe Software, and Yihua Co., which received net inflows of 398 million yuan, 273 million yuan, and 238 million yuan respectively [1][2]. - The net inflow ratios for Sichuan Changhong, Chengmai Technology, and Yihua Co. were 25.98%, 21.65%, and 15.91% respectively, indicating strong investor interest in these stocks [2].

Group 1 - The EDA concept sector leads the market with an increase of 1.46% [1] - Company Saiwei Electronics saw a significant rise of 8.18% [1] - Company Unisoc Microelectronics experienced an increase of 5.15% [1]

Chiplet概念板块领涨，上涨2.85%，其中赛微电子上涨10.92%，芯原股份上涨6.45%，寒武纪上涨 5.05%，天承科技涨超4%。（第一财经AI快讯） ...

Group 1 - The A-share laser radar concept stocks experienced a short-term rise on August 19, with Tengjing Technology increasing by over 14% [1] - Saiwei Electronics saw an increase of over 11% [1] - Other stocks such as Guangxun Technology, Guangku Technology, Juguang Technology, and Lingyi Zhi Zao also followed the upward trend [1]

Market Overview - The A-share market continued to rebound, with the Shanghai Composite Index rising by 0.44%, the Shenzhen Component Index by 0.57%, and the ChiNext Index by 1.04% as of 9:45 AM on August 19 [1] - The pharmaceutical sector showed strong performance, particularly in innovative drugs, with Ji Min Health hitting the daily limit [1] - AI hardware stocks like New Yisheng and Zhongji Xuchuang reached historical highs, while sectors such as film, media, military, banking, oil and gas, and wind power experienced declines [1] Key Sectors Innovative Drug Sector - The innovative drug sector saw significant gains, with Ji Min Health and Kangyuan Pharmaceutical hitting the daily limit, and other companies like Nuo Si Lan De and Li Fang Pharmaceutical also rising [2] - CITIC Securities reports a favorable policy environment for innovative drugs starting from 2025, recommending investments in innovation-driven and internationalization strategies, particularly in the innovative drug field [2] CPO Concept - CPO concept stocks maintained strong performance, with New Yisheng and Zhongji Xuchuang reaching historical highs, and companies like Jianqiao Technology and Tengjing Technology also seeing gains [3] - CITIC Jiantou Securities highlights a shift in AI training network architecture, leading to increased demand for optical modules, with 800G optical modules expected to see significant growth starting in 2023 [3] Institutional Insights Shenwan Hongyuan - Shenwan Hongyuan believes the short-term bull market atmosphere will continue to dominate, with a focus on securities, insurance, military, and rare earth sectors before early September [4] - The firm emphasizes the importance of sectors with scarce overseas computing power and suggests a price alliance in high market share manufacturing segments [4] Huatai Securities - Huatai Securities suggests that the market may have entered the mid-stage of a bull market, characterized by structural features and rapid sector rotation [5] - The firm notes that the current slow bull market may extend the upward cycle, with a need for increased market signals to attract more external funds [5] Dongfang Securities - Dongfang Securities anticipates no major adjustment risks for stock indices in August, with a "local advance, multi-point bloom" characteristic in the current market [6] - The firm advises caution against potential pullbacks and emphasizes the importance of "high-low switching" in the event of market adjustments, recommending focus on technology autonomy, innovative drugs, military, and robotics sectors [6]

（文章来源：证券日报） 证券日报网讯赛微电子8月18日在互动平台回答投资者提问时表示，公司股价波动受到估值水平、国际 环境、宏观经济、行业趋势、投资者偏好等多种因素影响，公司将综合运用市值管理、权益管理、投资 者关系管理等合理工具，使得公司价值在中长期得以充分体现；关于并购重组等事项，需以公司正式发 布的公告为准。 ...

Group 1 - Tengjing Technology reached a 20% limit up and hit a new high during trading [1] - Juguang Technology increased by over 15% [1] - Saiwei Electronics and Xinlai Materials both rose by over 10% [1] Group 2 - Jiangfeng Electronics, Kaimeite Gas, Maolai Optics, Hongtian Co., and Fuchuang Precision also experienced gains [1]