Market Performance - The Shanghai Composite Index closed at 3870.28 points, up 1.19%, with a trading volume of 766.8 billion yuan [1] - The Shenzhen Component Index closed at 13224.51 points, up 2.4%, with a trading volume of 1044.325 billion yuan [1] - The ChiNext Index closed at 3175.91 points, up 3.39%, with a trading volume of 495.114 billion yuan [1] - The STAR Market 50 Index closed at 1325.33 points, up 2.47%, with a trading volume of 50.2 billion yuan [1] - The total trading volume of both markets reached 1811.125 billion yuan, an increase of 86.946 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as telecommunications, non-ferrous metals, insurance, precious metals, electronics, chemicals, power equipment, and media [2] - Concepts like CPO, lithium mining, optical communication modules, liquid cooling, copper cable high-speed connections, fluorine chemicals, PCB, and composite current collectors showed active trends [2] - The agriculture, defense, and liquor sectors experienced declines, with weaker trends in concepts like space stations, satellite internet, duty-free, rental sales, and grain [2] Fund Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 6.73 billion yuan [3] - The ChiNext saw a net outflow of 4.067 billion yuan, while the CSI 300 index experienced a net outflow of 5.145 billion yuan [4] - The telecommunications sector had the highest net inflow of main funds, amounting to 4.529 billion yuan, followed by non-ferrous metals, electronics, and power equipment [4] Individual Stock Performance - A total of 2117 stocks saw net inflows of main funds, with 93 stocks receiving over 100 million yuan in net inflows [5] - The stock with the highest net inflow was Zhongji Xuchuang, with 1.426 billion yuan, followed by Xinyi Sheng, Shenghong Technology, Tianfu Communication, and others [6] - Conversely, 3043 stocks experienced net outflows, with 75 stocks seeing over 100 million yuan in net outflows [7] - The stock with the highest net outflow was Pingtan Development, with 1.459 billion yuan, followed by Yonghui Supermarket, Aerospace Development, and others [8] Institutional Activity - Institutional seats had a net buy of approximately 471 million yuan, with 16 stocks being net bought and 11 stocks being net sold [9] - The stock with the highest net buy from institutions was Juguang Technology, with about 291 million yuan [10] - The stock with the highest net sell was Yingweike, with approximately 22 million yuan, followed by Xue Ren Group, Guangxun Technology, and others [11]

Market Overview - The Shanghai Composite Index rose by 1.19% on December 17, with 28 out of the 31 sectors experiencing gains. The top-performing sectors were telecommunications and non-ferrous metals, with increases of 5.07% and 3.03%, respectively. The electronics sector ranked third in terms of growth [1] - The total net inflow of capital in the two markets was 9.51 billion yuan, with 16 sectors seeing net inflows. The telecommunications sector led with a net inflow of 6.449 billion yuan, followed by the electronics sector with a net inflow of 6.340 billion yuan [1] Electronics Sector Performance - The electronics sector increased by 2.48%, with a total net inflow of 6.340 billion yuan. Out of 474 stocks in this sector, 372 stocks rose, 4 hit the daily limit up, while 98 stocks fell, and 1 hit the daily limit down [2] - Among the stocks with significant net inflows, C Muxi-U topped the list with a net inflow of 1.786 billion yuan, followed by Shenghong Technology and Industrial Fulian with net inflows of 1.162 billion yuan and 720 million yuan, respectively [2] - The sector also had stocks with notable net outflows, with Saiwei Electronics leading at a net outflow of 712.53 million yuan, followed by Xinwei Communication and GoerTek with net outflows of 307.03 million yuan and 303.23 million yuan, respectively [3] Capital Flow in Electronics Sector - The top stocks in terms of capital inflow included: - C Muxi-U: +692.95%, turnover rate of 84.72%, net inflow of 1.785 billion yuan - Shenghong Technology: +5.95%, turnover rate of 5.34%, net inflow of 1.161 billion yuan - Industrial Fulian: +4.33%, turnover rate of 0.82%, net inflow of 719.83 million yuan [2] - The stocks with the highest capital outflows included: - Saiwei Electronics: -5.53%, turnover rate of 20.25%, net outflow of 712.53 million yuan - Xinwei Communication: -1.51%, turnover rate of 7.01%, net outflow of 307.03 million yuan - GoerTek: +0.46%, turnover rate of 2.66%, net outflow of 303.23 million yuan [3]

Group 1 - The core viewpoint of the article highlights that Silex, originally a wholly-owned subsidiary of the company, is now an important equity investee [2] - According to Yole Development, Silex has ranked as the world's leading MEMS pure foundry for six consecutive years from 2019 to 2024 [2]

证券日报网讯12月17日，赛微电子（300456）在互动平台回答投资者提问时表示，MEMS-OCS微镜阵 列可用于精确调节光链路的折射方向，实现光链路之间的信号切换与双向传播，提高运算系统的整体性 能及稳定性，同时降低系统成本与功耗，可在数据中心网络、超算系统集群等场景中得到广泛应用。 ...

Core Viewpoint - The company is committed to advancing research and innovation, enhancing technology collaboration, and expanding its downstream market presence to meet customer demands and achieve operational balance in its Beijing production line [2] Group 1: Business Strategy - The company will focus on deepening operations at its MEMS wafer factory in Beijing to strengthen its market competitiveness in the MEMS sector [2] - The company aims to achieve breakeven for its Beijing production line through continuous project implementation and output [2] Group 2: Investment and Growth - The company plans to pursue appropriate investment activities to enhance its industrial chain ecosystem and secure corresponding medium to long-term returns [2] - The company is dedicated to becoming a comprehensive semiconductor service provider by integrating various operational strategies [2]

证券日报网讯 12月16日，赛微电子在互动平台回答投资者提问时表示，公司已采购和在途、在装设备 能够满足当前阶段的产能需要，同时公司加大关键原材料及生产工艺设备的采购及储备力度，积极加强 与本土自主可控厂商的合作，积极防范设备采购风险。 （文章来源：证券日报） ...

证券日报网讯12月16日，赛微电子（300456）在互动平台回答投资者提问时表示，自瑞典政府ISP否决 后，瑞典产线的技术一直无法转移至北京产线；公司北京产线通过自主探索相关生产诀窍，已积累开展 MEMS业务所需的基础工艺及专用工艺，正通过本土自主可控技术，为下游客户提供工艺开发及晶圆制 造服务。相关专利情况敬请关注公司披露的定期报告。半导体设备方面，公司已采购和在途、在装设备 能够满足当前阶段的产能需要，同时公司加大关键原材料及生产工艺设备的采购及储备力度，积极加强 与本土自主可控厂商的合作，防范设备采购风险。 ...

证券日报网讯12月16日，赛微电子（300456）在互动平台回答投资者提问时表示，公司为客户代工生产 制造的MEMS芯片晶圆种类繁多，价格差异较大；公司业务基于市场原则定价，受多方因素所共同影 响。 ...

Group 1 - The company, Saiwei Electronics, is actively monitoring technological research and industry trends in the two-dimensional semiconductor field [2]

Core Viewpoint - The company has achieved significant milestones in its MEMS-OCS production, with a focus on contributing to the next generation of optical communication networks [1] Group 1: Production Milestones - The Beijing production line for MEMS-OCS has entered the small-batch trial production phase as of 2025 [1] - The important subsidiary in Sweden has achieved mass production of MEMS-OCS in 2023 [1] Group 2: Technology and Industry Role - MEMS technology is characterized by customization, uniqueness, extensibility, and platform capability [1] - The company positions itself as a specialized manufacturer in the MEMS sector, actively participating in the development of the optical communication industry [1]