赛微电子：芯东来的光刻机业务属于成熟制程，不涉及先进制程

Core Viewpoint - The stock of Saiwei Electronics has experienced abnormal fluctuations, with a cumulative increase of over 30% in closing prices over three consecutive trading days, indicating potential volatility in trading [1] Group 1: Stock Performance - The company's stock has risen by 102.23% year-to-date, reflecting significant growth [1] - Recent trading activity has shown a notable increase in turnover rate and trading volume, suggesting heightened market interest [1] Group 2: Business Operations - The company has not yet completed the equity transfer with potential counterparties for Xindonglai, indicating ongoing negotiations [1] - Xindonglai's lithography machine business is focused on mature processes and does not involve advanced processes, which may limit its immediate impact on the company's supply risk reduction and domestic equipment application ratio [1] Group 3: Risks and Challenges - The company may face various risks in actual operations, including management and market competition challenges, which could hinder achieving expected investment objectives [1] - There is a potential risk of stock price correction following significant increases, highlighting the need for cautious investment strategies [1]