据悉，2025年6月，韦尔股份正式更名"豪威集团"，标志全面聚焦CIS赛道的战略定力。同年8月，对标 索尼IMX989的OV50X量产，在1英寸大底、8K视频录制上实现对标。港股IPO募资主要用于关键技术研 发，包括研发下一代CIS，如AR/VR微显示传感器、端侧AI智能传感器。 智通财经APP获悉，豪威集团(00501)尾盘涨近9%，截至发稿，涨7.5%，报110.4港元，成交额1.66亿港 元。 公开资料显示，豪威集团作为一家全球化Fabless半导体设计公司，CMOS图像传感器(CIS)是豪威集团 主要产品。根据弗若斯特沙利文资料，按2024年图像传感器解决方案收入计，公司是全球第三大数字图 像传感器供应商，市场份额为13.7%。 ...

22 February 2026 | 4:54PM HKT Equity Research OmniVision (603501.SS) Diversifying product lines despite end demand pressures on rising memory costs; down to Neutral 603501.SS 12m Price Target: Rmb138.30 Price: Rmb115.82 Upside: 19.4% We are positive on OmniVision's leading position in the global CIS (CMOS image sensor) market, benefiting from the long-term product mix upgrade toward higher-end CIS and demand diversification with innovative applications such as AI/ AR glasses, drones, action cameras/ 360 cam ...

Group 1 - Tencent Holdings (00700), Yingfu Fund (02800), and Shandong Gold (01787) ranked the top three in net inflow of southbound funds, with net inflows of 736 million, 423 million, and 393 million respectively [1] - Alibaba-W (09988), SMIC (00981), and Hua Hong Semiconductor (01347) ranked the top three in net outflow of southbound funds, with net outflows of -524 million, -391 million, and -199 million respectively [1] - In terms of net inflow ratio, Nanhua Futures (02691), Southern East Select (03441), and Oculent (00501) led the market with ratios of 70.54%, 59.14%, and 56.33% respectively [1] Group 2 - The top ten stocks by net inflow included Tencent Holdings (00700) with 736 million and a closing price of 548.000, Yingfu Fund (02800) with 423 million and a closing price of 27.480, and Shandong Gold (01787) with 393 million and a closing price of 40.180 [2] - The top ten stocks by net outflow included Alibaba-W (09988) with -524 million and a closing price of 160.100, SMIC (00981) with -391 million and a closing price of 70.000, and Hua Hong Semiconductor (01347) with -199 million and a closing price of 99.600 [2] - The top three stocks by net inflow ratio were Nanhua Futures (02691) at 70.54% with a closing price of 11.230, Southern East Select (03441) at 59.14% with a closing price of 11.650, and Oculent (00501) at 56.33% with a closing price of 103.900 [3] Group 3 - The top three stocks by net outflow ratio included Zhengzhou Bank (06196) at -50.51% with a closing price of 1.150, China Energy Construction (03996) at -49.70% with a closing price of 1.180, and Hongye Futures (03678) at -48.03% with a closing price of 3.220 [3] - Other notable stocks with significant net inflow ratios included China Overseas Macro Yang Group (00081) at 55.30% and a closing price of 2.650, and Xinhua Wenhui (00811) at 50.59% with a closing price of 11.080 [3]

Core Findings - In January 2026, a total of 22 Chinese companies successfully completed IPOs across A-shares, Hong Kong, and US markets, raising a total of 42.839 billion yuan, with A-share IPO numbers halving compared to the previous month [7][8] - The number of IPOs decreased by 26.67% year-on-year and by 50% month-on-month, while the total amount raised increased by 2.17 times year-on-year but decreased by 21% month-on-month [8] - The Hong Kong Stock Exchange led in both the number of IPOs (12 companies) and the amount raised (33.717 billion yuan) [8] A-share Market Analysis - In January 2026, 9 Chinese companies went public in the A-share market, with a 25% year-on-year decrease and a 50% month-on-month decrease in IPO numbers [16] - The total amount raised in the A-share market was 9.053 billion yuan, reflecting a 27.47% year-on-year increase but a 71.18% month-on-month decrease [16] - The highest fundraising in the A-share market was achieved by Zhenstone Co., Ltd., which raised 2.919 billion yuan [16] Hong Kong Market Analysis - The Hong Kong market saw 12 IPOs in January 2026, with a 50% year-on-year increase but a 52% month-on-month decrease [18] - The total amount raised in Hong Kong was 33.717 billion yuan, marking a 5.62 times year-on-year increase and a 48.49% month-on-month increase [18] - The presence of AI-related companies in the IPOs indicates a significant investment interest from VC/PE institutions in the sector [18] US Market Analysis - Only 1 Chinese company completed an IPO in the US market in January 2026, representing a 90% year-on-year decrease [21] - The amount raised in the US was 0.07 billion yuan, a 94.71% year-on-year decrease [21] - Recent SEC policy changes are expected to further impact small companies' ability to go public in the US [21] VC/PE Exit Analysis - In January 2026, 13 companies with VC/PE backing went public, a 13.33% year-on-year decrease and a 62.86% month-on-month decrease [26] - The total exit return for VC/PE institutions was 109.455 billion yuan, a 15.3 times year-on-year increase [26] - The electronic information sector had the highest exit returns, with notable contributions from companies like Zhiyuan and Biran Technology [26] Industry and Regional Analysis - The electronic information sector led in both the number of IPOs and the amount raised, with 7 companies raising a total of 26.595 billion yuan [34] - Shanghai had the highest number of IPOs (5 companies) and the highest amount raised (18.384 billion yuan) [40] - The fundraising amount from Shanghai increased by 165.61 billion yuan year-on-year, the largest increase among regions [40] Key IPO Cases - The top fundraising companies included Biran Technology (5.017 billion yuan), MiniMax (4.318 billion yuan), and Haowei Group (4.297 billion yuan) [48] - The highest market capitalization on the first day was recorded by Haowei Group at 150.833 billion yuan [49]

Group 1 - Morgan Stanley increased its stake in Howie Group (00501) by 79,000 shares at a price of HKD 106.0806 per share, totaling approximately HKD 8.38 million [1] - After the increase, Morgan Stanley's total shareholding in Howie Group is approximately 3.24 million shares, representing a holding percentage of 7.08% [1]

Group 1 - The core point of the article is that Hong Kong Stock Exchange data reveals that on February 11, shareholders of OmniVision Technologies (00501) deposited shares worth HKD 517 million into Goldman Sachs (Asia) Securities, representing 9.74% of the total [1] - OmniVision Technologies announced the issuance of approximately 11,400 shares due to the exercise of options on February 11, 2026 [1] - The company also issued and allocated 4.9411 million H-shares due to partial exercise of the over-allotment option [1]

Core Viewpoint - The company,豪威集团, announced the issuance of approximately 11,400 shares due to the exercise of options and an additional 4.9411 million H-shares due to partial exercise of the over-allotment option on February 11, 2026 [1] Group 1 - The total number of shares issued due to option exercise is approximately 11,400 [1] - The company issued and allocated 4.9411 million H-shares as a result of the partial exercise of the over-allotment option [1]

如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 603501 | 說明 | A 股 (於上海證劵交易所上市 ) | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | | 於下列日期開始時的結存(註1) ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示概不就因本公告全部或任何部分內容所產生或因依賴該等內容而引致的任何損失承擔任何 責任。 OmniVision Integrated Circuits Group, Inc. 豪威集成電路（集團）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：0501） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 豪威集成電路（集團）股份有限公司 董事長 虞仁榮先生 中國上海 2026年2月11日 於本公告日期，董事會成員包括(i)執行董事虞仁榮先生、吳曉東先生、賈淵先生及仇歡萍女士；(ii)非執行董事 呂大龍先生及陳瑜女士；及(iii)獨立非執行董事朱黎庭先生、范明曦女士及牟磊先生。 | 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2026-009 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 豪威集成电路（集团）股份有限公司 关于可转换公司债券转股价格调整暨转股停牌的公 ...

| HERB | 英文简称 | 简体中文简称 (参考) | 调整方向 | | --- | --- | --- | --- | | 00501 | OMNIVISION | 豪威集团 | 调入 | | 03986 | GIGADEVICE | 兆易创新 | 调入 | 港股沪深两地交易所公布，因豪威集团（00501.HK）、兆易创新（03986.HK）分别于2026年2月6日、2月7日完成香港市场价格稳 定期，且对应A股上市满10个交易日，满足港股通纳入条件，两只股票自2月9日起正式调入港股通标的名单。 此次调整生效后，内地投资者可通过港股通渠道交易上述两家半导体行业公司港股，将进一步提升标的股票流动性，推动A+H两 地资本市场互联互通。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 合作洽谈，进入公众号：服务—>商务合作 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 ...