SMEI(SZ:300456) Ge Long Hui A P P·2025-12-02 11:48Core Viewpoint - The stock price of Saiwei Electronics has surged by 252.84% since the beginning of 2025, indicating a potential overheating of market sentiment and a risk of significant price correction [1] Company Overview - Saiwei Electronics is primarily engaged in MEMS process development and wafer manufacturing, characterized by long cycles and heavy asset requirements [1] - The company’s production capacity utilization and yield improvement must adhere to objective laws, indicating that business accumulation and development require a realistic timeframe [1] Investment Activities - The investment activities initiated by the company this year focus on medium to long-term strategies, suggesting limited short-term impact on the company's performance and industry chain support [1] - The long-term effects of these investments remain to be observed [1] Current Business Environment - There have been no significant changes in the company's operational situation or the internal and external business environment recently [1]