SMEI(SZ:300456) Ge Long Hui A P P·2025-11-21 13:36Group 1 - The core point of the news is that Silex in Sweden is planning to initiate its IPO process, with a preliminary timeline established, but specific details regarding valuation, equity structure, financing scale, and future plans remain uncertain [1] - The company currently holds a 45.24% stake in Silex, and any arrangements regarding this stake will be considered in conjunction with the company's overall strategic development and Silex's plans, which also carry uncertainties [1] Group 2 - The company's subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order for a certain MEMS-OCS product after passing customer verification, initiating small-batch trial production of 8-inch wafers [2] - As of the announcement date, the MEMS-OCS chips have not yet entered mass production, and the company cannot accurately predict the timeline from small-batch trial production to mass production, indicating inherent uncertainties [2] - The company has not yet completed the equity transfer for a potential transaction involving Xindonglai, and the lithography business of Xindonglai is in mature processes, which may face operational management and market competition risks, limiting its short-term support for reducing key equipment supply risks [2]