公众号记得加星标⭐️，第一时间看推送不会错过。 2026年来，全球MEMS行业迎来了前所未有的整合浪潮：意法半导体收购恩智浦MEMS传感器业 务，英飞凌计划收购ams OSRAM的非光学传感器业务，SiTime收购瑞萨电子定时业务，Qorvo剥 离自身MEMS传感解决方案... 英飞凌收购ams OSRAM非光学传感器产品组合： 2026年2月，英飞凌宣布计划以5.7亿欧元收购 ams OSRAM的非光学模拟/混合信号传感器产品组合，此次收购将以无晶圆厂资产交易的形式进行， 涵盖产品、研发能力、知识产权以及测试/实验室设备。对于ams OSRAM而言，此次交易符合其优先 发展核心光学领域并实现非光学资产变现的战略目标。而英飞凌此次收购将拓展其传感器产品线，并 增强其在汽车、工业和医疗领域的系统能力，尤其是瞄准新兴的人形机器人赛道，打造与之高度契合 的产品组合，抢占未来增长先机。这表明MEMS相关传感领域的领先企业越来越需要更全面的工具箱 来满足完整的应用需求，包括接口、信号链和高可靠性解决方案等。 SiTime 15亿美元收购瑞萨电子的定时业务： 值得注意的是，这并非传统的MEMS传感器交易，但定 时技术是M ...

2月11日，赛微电子大宗交易成交6万股，成交额315.96万元，占当日总成交额的0.14%，成交价52.66元，较市场收盘价52.66 元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-11 | 300456 | 赛微电子 | 52.66 | 6.00 | 315.96 机构专用 | | 中国国际金融股份 | | | | | | | | | 有限公司深圳分公 | | | | | | | | | 크 | ...

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].

Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 1000 ETF (512100), which opened with a gain of 1.27% at 3.262 yuan on February 9 [1] - The top-performing stocks within the Zhongzheng 1000 ETF include Xiangnong Xinchuan, which rose by 2.01%, Dongxin Co., which increased by 1.29%, and Yuanjie Technology, which saw a rise of 3.89% [1] - The fund's performance benchmark is the Zhongzheng 1000 Index, managed by Southern Fund Management Co., Ltd., with a return of 21.23% since its inception on September 29, 2016, and a return of 2.36% over the past month [1]

截至发稿，李康累计任职时间10年330天，现任基金资产总规模85.87亿元，任职期间最佳基金回报 57.1%， 任职期间最差基金回报-48.35%。 从基金十大重仓股角度 数据显示，国寿安保基金旗下1只基金重仓赛微电子。国寿安保创精选88ETF（159804）四季度持有股 数7.3万股，占基金净值比例为2.93%，位居第二大重仓股。根据测算，今日浮盈赚取约19.34万元。 国寿安保创精选88ETF（159804）成立日期2020年3月4日，最新规模1.39亿。今年以来收益3.93%，同 类排名2427/5579；近一年收益31.28%，同类排名2035/4289；成立以来收益54.21%。 国寿安保创精选88ETF（159804）基金经理为李康、苏天醒。 2月9日，赛微电子涨5.28%，截至发稿，报52.87元/股，成交9.36亿元，换手率3.01%，总市值387.12亿 元。 资料显示，北京赛微电子股份有限公司位于北京市西城区裕民路18号北环中心A座2607室(德胜园区),北 京市北京经济技术开发区科创八街21号院1号楼，成立日期2008年5月15日，上市日期2015年5月14日， 公司主营业务涉及MEMS ...

Group 1 - The core point of the article highlights that on February 4, Saiwei Electronics executed a block trade of 60,000 shares, with a transaction value of 3.315 million yuan, accounting for 0.09% of the total trading volume for that day [1][2] - The transaction price was 55.25 yuan per share, which remained stable compared to the market closing price of 55.25 yuan [1][2]

Group 1 - Hailanxin (300065) benefits from the collaborative development of the capital urban area port cluster and the intelligent upgrade of shipping, leading to strong growth momentum for the company [1][34] - The company specializes in marine electronic information systems and marine engineering equipment, with a leading position in domestic navigation technology [1][34] - The demand for technology support is expected to increase due to the acceleration of intelligent transformation at key ports like Tianjin and Tangshan [1][34] Group 2 - Jingtou Development (600683) focuses on the development of rail transit properties, leveraging the construction of a cross-regional rail transit network to unlock land value along the routes [2][36] - The company has developed a mature "rail + property" model and holds multiple patents in core technologies related to rail property [2][36] - The ongoing construction in key areas like Beijing's sub-center and Xiong'an New Area aligns with the demand for residential and industrial support due to population relocation [2][36] Group 3 - Chengjian Development (600266) is positioned to benefit from the accelerated urban renewal and non-capital function relief, which creates sustained demand for urban development and infrastructure projects [3][37] - The company has extensive experience in old city renovation and affordable housing construction, participating deeply in the quality upgrade projects of core cities [3][37] - The company’s land reserves and project resources in key areas can directly meet the housing and industrial space needs arising from population relocation [3][37] Group 4 - Langfang Development (600149) is strategically positioned in the land development business in the Beijing area, benefiting from the integration of Tongzhou and the North Three Counties [4][38] - The company can leverage local resource advantages to undertake land consolidation and infrastructure construction projects [4][38] - The demand for land development is expected to be rigidly released due to the implementation of cross-regional demonstration policies [4][38] Group 5 - Julisi (002342) sees a surge in demand for engineering equipment and rigging due to large-scale infrastructure projects in the urban area [5][39] - The company specializes in engineering rigging and lifting equipment, widely used in construction scenarios such as bridges and ports [5][39] - The integration of transportation in the Beijing-Tianjin-Hebei region is expected to drive significant growth in the company's product demand [5][39] Group 6 - Huasheng Tiancai (600410) focuses on cloud computing and digital services, capitalizing on the digital infrastructure upgrade and industrial digital transformation in the urban area [6][40] - The company has a comprehensive digital technology system and rich industry service experience [6][40] - The demand for digital services is expected to grow as the region develops smart transportation and digital governance applications [6][40] Group 7 - Jinyu Group (601992) is a leading supplier of building materials in the Beijing-Tianjin-Hebei region, benefiting from the ongoing construction boom and urban renewal [7][41] - The company’s product offerings include cement, concrete, and aggregates, with a strong supply chain advantage [7][41] - The demand for building materials is expected to rise significantly due to large-scale infrastructure and housing projects [7][41] Group 8 - Jidong Equipment (000856) is positioned to benefit from the upgrade of traditional industries and the demand for equipment renewal in the building materials sector [8][42] - The company specializes in cement equipment manufacturing and engineering services, with a strong technical capability [8][42] - The demand for high-end cement equipment and environmental renovation technology is expected to grow as the region pushes for green upgrades [8][42] Group 9 - Fushi Holdings (300071) focuses on brand marketing and public relations, benefiting from the growing demand for brand promotion in the urban area [9][43] - The company has a full-chain marketing service capability and serves clients across multiple industries [9][43] - The demand for customized marketing solutions is expected to rise as many enterprises establish and upgrade their brands [9][43] Group 10 - Huaxia Happiness (600340) specializes in the development and operation of industrial new towns, benefiting from the influx of industries due to non-capital function relief [10][44] - The company has a mature operational model that integrates industrial introduction and urban support [10][44] - The value of industrial new towns is expected to increase as the region enhances transportation and public services [10][44] Group 11 - Hongqiang Co., Ltd. (002809) sees a rigid growth in demand for concrete additives due to large-scale infrastructure projects [11][45] - The company specializes in concrete additives and new building materials, with stable product performance [11][45] - The demand for concrete is expected to rise significantly, driving the growth of the additives market [11][45] Group 12 - Siwei Tuxin (002405) is positioned to benefit from the rapid development of smart transportation and the growth of the connected vehicle and autonomous driving industries [12][46] - The company specializes in navigation maps and connected vehicle services, with leading technology in high-precision mapping [12][46] - The demand for smart transportation solutions is expected to grow as the region promotes intelligent upgrades in transportation systems [12][46] Group 13 - Leike Defense (002413) focuses on radar systems and electronic countermeasures, benefiting from the dual growth in defense and civilian security demands [13][48] - The company has core technologies and intellectual property rights in the defense and civilian security sectors [13][48] - The demand for security solutions is expected to increase as the region enhances its security capabilities [13][48] Group 14 - Aerospace Technology (000901) is involved in the aerospace equipment manufacturing sector, benefiting from the integration of innovation resources and the upgrade of high-end manufacturing [14][49] - The company leverages its aerospace technology advantages to participate in regional aerospace projects [14][49] - The demand for aerospace technology applications is expected to grow as the region develops its aerospace industry [14][49] Group 15 - Keri International (300662) focuses on human resources services, benefiting from the accelerated flow of talent and the growing demand for high-end talent in the urban area [15][50] - The company provides comprehensive human resources services, covering various industries [15][50] - The demand for customized human resources solutions is expected to rise as enterprises upgrade and expand [15][50] Group 16 - Tanshijia (300005) is positioned to benefit from the growth in outdoor leisure demand and the development of ecological tourism resources [16][51] - The company specializes in outdoor apparel and equipment, with a strong brand presence in the outdoor products industry [16][51] - The demand for outdoor products is expected to grow as consumer awareness of outdoor activities increases [16][51] Group 17 - Gangyan Gaona (300034) focuses on high-temperature alloy materials, benefiting from the rapid development of aerospace and new energy sectors [17][52] - The company specializes in the research and production of high-end alloy materials, with leading technology in the field [17][52] - The demand for high-temperature alloys is expected to grow as the region promotes high-end manufacturing upgrades [17][52] Group 18 - Electronic City (600658) focuses on the development and operation of technology parks, benefiting from the demand for innovation resources and the establishment of tech enterprises [18][53] - The company has extensive experience in park operation and enterprise incubation [18][53] - The demand for technology parks is expected to grow as the region promotes innovation and collaboration [18][53] Group 19 - Shangda Co., Ltd. (301522) specializes in the processing of special steel materials, benefiting from the growing demand for high-end materials in traditional industries [19][54] - The company focuses on the deep processing of special steel, with significant advantages in material processing technology [19][54] - The demand for special steel products is expected to rise as the region promotes the upgrade of manufacturing industries [19][54] Group 20 - Jikai Co., Ltd. (002691) focuses on mining equipment and intelligent upgrades, benefiting from the demand for efficient resource development [20][55] - The company specializes in mining machinery and technical services, with a strong service network [20][55] - The demand for intelligent mining equipment is expected to grow as the region promotes equipment renewal [20][55] Group 21 - Xinhua News (603888) focuses on news dissemination and digital content services, benefiting from the growing demand for media and cultural industries [21][56] - The company has authoritative information channels and strong content creation capabilities [21][56] - The demand for customized media solutions is expected to rise as the region promotes cultural integration and digital transformation [21][56]

1月30日主力资金净流入2.08亿元；游资资金净流出5138.28万元；散户资金净流出1.57亿元。 公司公告汇总关于控股子公司完成工商变更登记的公告 截至2026年1月30日收盘，赛微电子(300456)报收于52.26元，上涨3.02%，换手率9.1%，成交量54.4万 手，成交额28.01亿元。 北京赛微电子股份有限公司于2025年6月30日召开第五届董事会第十七次会议，审议通过全资子公司赛 莱克斯国际收购国家集成电路基金持有的赛莱克斯北京9.50%股权的议案。2025年9月5日，赛莱克斯国 际通过北京产权交易所摘牌成功，受让上述股权，成交价格为32,370.96万元。本次交易完成后，赛莱克 斯国际持有赛莱克斯北京76.00%股权，国家集成电路基金持股19.00%，北京极芯传感科技中心（有限 合伙）持股5.00%。2026年1月30日，赛莱克斯北京已完成工商变更登记并取得登记通知书。 当日关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 交易信息汇总资金流向 来自交易信息汇总：1月30日主力资金净流入2.08亿元，呈现显 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 截至2026年1月30日收盘，赛微电子（300456）报收于52.26元，较前一交易日上涨3.02%，最新总市值 为382.65亿元。该股当日开盘50.29元，最高53.0元，最低49.89元，成交额达28.01亿元，换手率为 9.1%。 公司于近日披露《关于控股子公司完成工商变更登记的公告》。公告显示，北京赛微电子股份有限公司 于2025年6月30日召开第五届董事会第十七次会议，审议通过全资子公司赛莱克斯国际收购国家集成电 路基金持有的赛莱克斯北京9.50%股权的议案。2025年9月5日，赛莱克斯国际通过北京产权交易所摘牌 成功，受让上述股权，成交价格为32,370.96万元。本次交易完成后，赛莱克斯国际持有赛莱克斯北京 76.00%股权，国家集成电路基金持股19.00%，北京极芯传感科技中心（有限合伙）持股5.00%。2026年 1月30日，赛莱克斯北京已完成工商变更登记并取得登记通知书。 《关于控股子公司完成工商变更登记的公告》 ...

证券代码：300456 证券简称：赛微电子 公告编号：2026-007 北京赛微电子股份有限公司 关于控股子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 北京赛微电子股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开 的第五届董事会第十七次会议审议通过了《关于全资子公司收购控股子公司部分 股权暨关联交易的议案》，同意公司全资子公司北京赛莱克斯国际科技有限公司 （以下简称"赛莱克斯国际"）以不高于 32,370.96 万元的价格通过产权交易所 进场摘牌的方式收购国家集成电路产业投资基金股份有限公司（以下简称"国家 集成电路基金"）持有的公司控股子公司赛莱克斯微系统科技（北京）有限公司 （以下简称"赛莱克斯北京"）9.50%股权。具体内容详见公司于 2025 年 7 月 1 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于全资子公司收购控 股子公司部分股权暨关联交易的公告》（公告编号：2025-049）。该议案已经公 司 2025 年第二次临时股东大会审议通过。 2025 年 9 月 ...