9月25日，赛微微电跌5.17%，成交额2.51亿元。两融数据显示，当日赛微微电获融资买入额4860.98万 元，融资偿还4703.59万元，融资净买入157.39万元。截至9月25日，赛微微电融资融券余额合计4.82亿 元。 分红方面，赛微微电A股上市后累计派现1.01亿元。 机构持仓方面，截止2025年6月30日，赛微微电十大流通股东中，鹏华优选成长混合A（010488）位居 第七大流通股东，持股143.13万股，相比上期增加21.57万股。鹏华动力增长混合(LOF)（160610）位居 第八大流通股东，持股110.96万股，相比上期增加12.30万股。鹏华产业升级混合A（011568）位居第九 大流通股东，持股60.50万股，相比上期增加6649.00股。国泰君安君得明混合（952004）退出十大流通 股东之列。 责任编辑：小浪快报 资料显示，广东赛微微电子股份有限公司位于广东省东莞市松山湖园区科技十路2号56栋，成立日期 2009年11月2日，上市日期2022年4月22日，公司主营业务涉及模拟芯片的研发和销售,主营产品以电池 管理芯片为核心,并延展至更多种类的电源管理芯片,具体包括电池安全芯片、电池计 ...

Group 1 - The stock of Saiwei Microelectronics fell by 5.51% on September 25, closing at 93.88 CNY per share, with a trading volume of 190 million CNY and a turnover rate of 3.65%, resulting in a total market capitalization of 8.087 billion CNY [1] - Saiwei Microelectronics, established on November 2, 2009, and listed on April 22, 2022, is based in Dongguan, Guangdong Province. The company specializes in the research and sales of analog chips, primarily focusing on battery management chips, and has expanded its product range to include battery safety chips, battery metering chips, and charging management chips [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Wan Jia Fund has a significant holding in Saiwei Microelectronics. The Wan Jia Technology Quantitative Stock Mixed Initiation A Fund (020975) held 9,100 shares in the second quarter, accounting for 2.02% of the fund's net value, making it the largest heavy stock [2] - The Wan Jia Technology Quantitative Stock Mixed Initiation A Fund was established on September 24, 2024, with a latest scale of 19.3044 million CNY. Year-to-date, it has achieved a return of 42.84%, ranking 1,708 out of 8,173 in its category. Over the past year, the return is 48.05%, ranking 3,151 out of 8,003 [2] - The fund manager, Yin Hang, has been in the position for 5 years and 68 days, with the total asset scale of the fund at 468 million CNY. The best return during his tenure is 61.55%, while the worst return is -9.82% [2]

Group 1 - The stock price of Saiwei Microelectronics increased by 6.11% on September 22, reaching 92.60 yuan per share, with a trading volume of 249 million yuan and a turnover rate of 5.29%, resulting in a total market capitalization of 7.976 billion yuan [1] - Saiwei Microelectronics has seen a cumulative increase of 12.88% over the past three days [1] - The company, established on November 2, 2009, specializes in the research and sales of analog chips, primarily focusing on battery management chips, and has expanded its product range to include battery safety chips, battery metering chips, and charging management chips, with 100% of its revenue derived from chips [1] Group 2 - Wan Jia Fund has a significant holding in Saiwei Microelectronics, with its Wan Jia Technology Quantitative Stock Mixed Fund A (020975) holding 9,100 shares, accounting for 2.02% of the fund's net value, making it the largest holding [2] - The fund has generated an estimated floating profit of approximately 48,500 yuan today and a total of 90,600 yuan during the three-day increase [2] - Wan Jia Technology Quantitative Stock Mixed Fund A was established on September 24, 2024, with a latest scale of 19.3044 million yuan and a year-to-date return of 37.72%, ranking 1,893 out of 8,244 in its category [2]

万家科技量化选股混合发起式A（020975）成立日期2024年9月24日，最新规模1930.44万。今年以来收 益37.67%，同类排名1982/8172；成立以来收益42.7%。 万家科技量化选股混合发起式A（020975）基金经理为尹航。 9月18日，赛微微电涨5.13%，截至发稿，报82.00元/股，成交1.68亿元，换手率3.98%，总市值70.63亿 元。 资料显示，广东赛微微电子股份有限公司位于广东省东莞市松山湖园区科技十路2号56栋，成立日期 2009年11月2日，上市日期2022年4月22日，公司主营业务涉及模拟芯片的研发和销售,主营产品以电池 管理芯片为核心,并延展至更多种类的电源管理芯片,具体包括电池安全芯片、电池计量芯片和充电管理 等其他芯片。主营业务收入构成为：芯片100.00%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓赛微微电。万家科技量化选股混合发起式A（020975）二季度持 有股数9100股，占基金净值比例为2.02%，位居第一大重仓股。根据测算，今日浮盈赚取约3.64万元。 截至发稿，尹航累计任职时间5年61天，现任基金资产总规模4.68亿元，任职期间最佳基 ...

万家科技量化选股混合发起式A（020975）成立日期2024年9月24日，最新规模1930.44万。今年以来收 益35%，同类排名2025/8174；成立以来收益39.93%。 万家科技量化选股混合发起式A（020975）基金经理为尹航。 截至发稿，尹航累计任职时间5年59天，现任基金资产总规模4.68亿元，任职期间最佳基金回报 58.15%， 任职期间最差基金回报-8.26%。 9月16日，赛微微电跌5.15%，截至发稿，报75.88元/股，成交2.58亿元，换手率6.14%，总市值65.36亿 元。 资料显示，广东赛微微电子股份有限公司位于广东省东莞市松山湖园区科技十路2号56栋，成立日期 2009年11月2日，上市日期2022年4月22日，公司主营业务涉及模拟芯片的研发和销售,主营产品以电池 管理芯片为核心,并延展至更多种类的电源管理芯片,具体包括电池安全芯片、电池计量芯片和充电管理 等其他芯片。主营业务收入构成为：芯片100.00%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓赛微微电。万家科技量化选股混合发起式A（020975）二季度持 有股数9100股，占基金净值比例为2.02%，位 ...

9月15日，赛微微电涨5.12%，截至发稿，报78.50元/股，成交3.78亿元，换手率9.25%，总市值67.62亿 元。 资料显示，广东赛微微电子股份有限公司位于广东省东莞市松山湖园区科技十路2号56栋，成立日期 2009年11月2日，上市日期2022年4月22日，公司主营业务涉及模拟芯片的研发和销售,主营产品以电池 管理芯片为核心,并延展至更多种类的电源管理芯片,具体包括电池安全芯片、电池计量芯片和充电管理 等其他芯片。主营业务收入构成为：芯片100.00%。 从基金十大重仓股角度 万家科技量化选股混合发起式A（020975）基金经理为尹航。 截至发稿，尹航累计任职时间5年58天，现任基金资产总规模4.68亿元，任职期间最佳基金回报 58.15%， 任职期间最差基金回报-8.26%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，万家基金旗下1只基金重仓赛微微电。万家科技量化选股混合发起式A（020975）二季度持 有股数9100股， ...

Core Viewpoint - The announcement details a share transfer agreement involving major shareholders of Saiwei Microelectronics, aimed at optimizing the company's equity structure and introducing industry investors who recognize the company's intrinsic value and future development potential [2][7]. Share Transfer Details - The transfer involves a total of 14,643,920 shares, representing 17.00033% of the company's total share capital, at a price of 46.032 yuan per share, totaling approximately 674.09 million yuan [2]. - Wu Yuefeng Investment will transfer 10.72295% of its shares to Pengbang Industrial, while Beijing Yihe will transfer 0.77738% and 2.89491% of its shares to Pengbang Industrial and Zhengxin Investment, respectively [3]. - After the transfer, Pengbang Industrial will hold 9,906,274 shares (11.50033%), and Zhengxin Investment will hold 4,737,646 shares (5.5%) [3]. Shareholder Structure Changes - The shareholding structure before and after the transfer is detailed, showing that Wu Yuefeng Investment and its associates will no longer hold shares directly, while Pengbang Industrial and Zhengxin Investment will become significant shareholders [4][5]. - Wu Yuefeng Investment, Beijing Yihe, and Shanghai Lingguan collectively hold a 51.61% stake in the company through the controlling shareholder Dongguan Weitu [5]. Strategic Intent - The transfer is part of a strategy to meet the financial needs of the transferring parties while bringing in investors who are optimistic about the company's future, thereby enhancing the company's strategic development [6][7]. - Saiwei Microelectronics emphasizes that this transfer does not trigger a mandatory bid and will not affect the company's governance structure or ongoing operations [7]. Company Performance - In the first half of the year, the company reported total revenue of 218 million yuan, a year-on-year increase of 31%, and a net profit attributable to shareholders of 39.34 million yuan, up 29.91% [8]. Market Reaction - As of September 12, the company's stock closed at 74.4 yuan per share, reflecting a 10.58% increase [9].

Group 1 - The core viewpoint of the news is that Saiwei Microelectronics has seen a significant increase in its stock price, rising by 7.53% to 60.29 CNY per share, with a total market capitalization of 5.193 billion CNY [1] - Saiwei Microelectronics, established on November 2, 2009, specializes in the research and sales of analog chips, primarily focusing on battery management chips, and has expanded its product range to include battery safety chips, battery metering chips, and charging management chips [1] - The company's main business revenue is entirely derived from chip sales, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, one fund under Wanjia Fund has a significant position in Saiwei Microelectronics, with the Wanjia Technology Quantitative Stock Mixed Fund A holding 9,100 shares, representing 2.02% of the fund's net value [2] - The Wanjia Technology Quantitative Stock Mixed Fund A has achieved a year-to-date return of 27.45%, ranking 2536 out of 8175 in its category, and has a total asset size of 46.8 million CNY [2] - The fund manager, Yin Hang, has been in position for 5 years and 54 days, with the best fund return during his tenure being 52.48% [2]

Group 1 - The core viewpoint of the news is that Saiwei Microelectronics has shown significant growth in revenue and net profit, alongside a notable increase in shareholder numbers and trading activity [2][3]. - As of August 29, Saiwei Microelectronics' financing balance reached 273 million yuan, accounting for 8.48% of its market capitalization, indicating a high level of financing activity [1]. - The company reported a revenue of 218 million yuan for the first half of 2025, representing a year-on-year growth of 31%, and a net profit of 39.34 million yuan, up 29.91% year-on-year [2]. Group 2 - The number of shareholders for Saiwei Microelectronics increased by 2.88% to 8,909 as of June 30, with an average of 6,043 shares held per shareholder, which is a 36.64% increase [2]. - Since its A-share listing, Saiwei Microelectronics has distributed a total of 101 million yuan in dividends [3]. - Notable institutional holdings include Penghua Youxuan Growth Mixed Fund, which increased its stake by 21.57 million shares, and Penghua Power Growth Mixed Fund, which added 12.30 million shares [3].

Core Viewpoint - The company Saiwei Microelectronics has shown significant growth in revenue and net profit, indicating a strong performance in the semiconductor industry, particularly in battery management chips [2][3]. Financing Summary - On August 28, Saiwei Microelectronics experienced a financing buy-in amount of 22.35 million yuan, with a net financing buy of -4.49 million yuan, indicating more repayments than new purchases [1]. - The total financing and securities balance as of August 28 is 272 million yuan, which accounts for 8.40% of the circulating market value, placing it in the high range compared to the past year [1]. - There were no short-selling activities on August 28, with a short-selling balance of 0, indicating a lack of bearish sentiment in the market [1]. Financial Performance - For the first half of 2025, Saiwei Microelectronics reported a revenue of 218 million yuan, representing a year-on-year growth of 31% [2]. - The net profit attributable to the parent company for the same period was 39.34 million yuan, showing a year-on-year increase of 29.91% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 2.88% to 8,909, with an average of 6,043 circulating shares per person, up by 36.64% [2]. - The company has distributed a total of 101 million yuan in dividends since its A-share listing [3]. - Notable institutional holdings include Penghua Youxuan Growth Mixed A and Penghua Power Growth Mixed, which have increased their holdings compared to the previous period [3].