SMEI(SZ:300456) Xin Lang Cai Jing·2025-09-22 02:07Core Viewpoint - Saiwei Electronics has seen a significant stock price increase of 13.62% over the past three days, closing at 27.86 CNY per share with a market capitalization of 20.399 billion CNY [1] Group 1: Company Overview - 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 is as follows: 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: Shareholder Information - Guolian An Fund's ETF, Guolian An CSI Semiconductor Products and Equipment ETF Link A (007300), increased its holdings in Saiwei Electronics by 495,500 shares in Q2, now holding 5.4324 million shares, representing 0.91% of the circulating shares [2] - The fund has realized a floating profit of approximately 7.7141 million CNY today and 17.2208 million CNY during the three-day price increase [2] - The fund was established on June 26, 2019, with a current size of 1.669 billion CNY and has achieved a year-to-date return of 36.93% [2] Group 3: Fund Performance - Guolian An CSI 1000 Index Enhanced A (016962) holds 57,700 shares of Saiwei Electronics, making it the third-largest holding in the fund, with a floating profit of about 81,900 CNY today and 182,900 CNY over the three-day increase [3] - This fund was established on December 5, 2022, with a current size of 10.6 million CNY and has achieved a year-to-date return of 31.69% [3]