SMEI(SZ:300456) Zheng Quan Shi Bao Wang·2025-12-03 07:16Core Viewpoint - The stock of Saiwei Electronics (300456) experienced a significant drop of over 19% during trading, following a substantial increase of approximately 118% over the previous 10 trading days [1] Group 1: Stock Performance - The stock price has surged by 252.84% from the beginning of 2025 until now [1] - The trading volume and turnover rate have sharply increased, indicating potential overheating of market sentiment [1] Group 2: Business Operations - The company's core business focuses on MEMS process development and wafer manufacturing, characterized by long cycles and heavy asset requirements [1] - The improvement in capacity utilization and yield rates follows objective rules, necessitating time for business accumulation and development [1] Group 3: Investment Activities - Recent investment activities initiated by the company are aimed at medium to long-term positioning, with limited short-term impact on performance and industry chain support [1] - The current operational situation and external business environment of the company have not undergone significant changes [1]