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豪威集团(00501) - 海外监管公告-关於可转换公司债券转股价格调整暨转股停牌的公告
2026-01-12 09:36
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。 根據中華人民共和國的有關法例規定,豪威集成電路(集團)股份有限公司(「本公司」) 在上海證券交易所網站(www.sse.com.cn)刊發了以下公告。茲載列如下,僅供參閱。 承董事會命 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1月12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:2026-005 ...
豪威集团(00501) - 海外监管公告-关於H股掛牌并上市交易暨股份变动的公告
2026-01-12 09:30
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。 根據中華人民共和國的有關法例規定,豪威集成電路(集團)股份有限公司(「本公司」) 在上海證券交易所網站(www.sse.com.cn)刊發了以下公告。茲載列如下,僅供參閱。 豪威集成电路(集团)股份有限公司 关于H股挂牌并上市交易暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 豪威集成电路(集团)股份有限公司(以下简称"公司")正在进行申请发 行境外上市外资股(H股)并在香港联合交易所有限公司(以下简称"香港联交 所")主板上市(以下简称 ...
港股复盘 | 港股放量上攻 恒生科技指数涨超3% 人工智能概念股狂飙
Mei Ri Jing Ji Xin Wen· 2026-01-12 09:09
Market Overview - The Hong Kong stock market experienced a significant rally, with the Hang Seng Index closing at 26,608.48 points, up 376.69 points, representing a 1.44% increase. The total trading volume reached 306.2 billion HKD [1] - The Hang Seng Tech Index also saw a strong performance, closing at 5,863.20 points, up 176.06 points, or 3.10% [2] Sector Performance - The artificial intelligence (AI) sector showed robust growth, with notable stocks such as Zhiyuan (HK02513) surging over 60% at one point and closing up 31.40%. Other AI-related stocks like MINIMAX-WP (HK00100) and MaiFushi also posted significant gains [3] - The commercial aerospace sector continued to rise, with Asia Pacific Satellite (HK01045) increasing by 18% [5] Industry Insights - Analysts believe that the recent IPOs of domestic AI large model companies signify a transition from the technical research phase to a stage where technology and commercialization are aligned, providing a basis for future financing and valuation of large model enterprises. The Chinese large language model market is projected to grow from 5.3 billion CNY in 2024 to 101.1 billion CNY by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [5] - Recent breakthroughs in reusable rocket technology in China are seen as a significant advancement for the aerospace industry, contributing to cost reduction and technological upgrades. This development is expected to benefit related industries such as aerospace manufacturing, new materials, and satellite applications [7] Investment Trends - The IPO of Howie Group (HK00501) saw a strong debut, rising over 16% with a subscription rate of 9.28 times during the public offering phase and 9.73 times during the international placement phase [7] - There was a notable net inflow of southbound funds into Hong Kong stocks, exceeding 7.3 billion HKD by the end of the trading day [7] Future Outlook - Analysts from Huaxi Securities suggest that the recovery of market sentiment in Hong Kong will take time, with the market still influenced by large financial, commodity, and internet sectors. Structural opportunities may exist in undervalued stocks with resilient fundamentals [10] - According to Guangfa Securities, the high number of IPOs in the Hong Kong market is not expected to lead to a bear market. Instead, increased demand for the Hong Kong dollar may trigger liquidity releases by the Hong Kong Monetary Authority, potentially boosting the stock market [10]
港股收盘(01.12) | 恒指收涨1.44% 美团、阿里齐走高 AI应用方向再掀热潮
智通财经网· 2026-01-12 08:42
Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 1.44% to close at 26,608.48 points, and a total trading volume of HKD 306.23 billion [1] - The Hang Seng Tech Index saw a significant rise of 3.1%, closing at 5,863.2 points, indicating a strong performance in the technology sector [1] Blue-Chip Stocks Performance - Meituan-W (03690) surged by 6.6% to HKD 105, contributing 57.12 points to the Hang Seng Index, with a trading volume of HKD 11.31 billion [2] - Alibaba Health (00241) rose by 10.23% to HKD 6.36, contributing 6.17 points to the index [2] - Kuaishou-W (01024) increased by 7.43% to HKD 80.25, contributing 26.89 points [2] - Other notable movements included a decline in Shenzhou International (02313) by 2.8% and Hansoh Pharmaceutical (03692) by 2.31%, which negatively impacted the index [2] Sector Highlights - The AI sector experienced a significant surge, with stocks like Maifushi (02556) rising by 32.09% and Zhipu (02513) by 31.4%, reflecting a growing interest in AI applications [3][4] - The commercial aerospace sector also saw gains, with Asia Pacific Satellite (01045) increasing by 18.16% and China Technology Group (01725) by 16.84% [5] - Gold stocks were active, with the price of gold surpassing USD 4,600, leading to increases in companies like China Silver Group (00815) and Lingbao Gold (03330) [5][6] Lithium Battery Sector - Lithium battery stocks showed mixed performance, with Ganfeng Lithium (01772) rising by 4.69% while CATL (03750) fell by 2.45% [6] - The recent adjustment in export tax policies for battery products is expected to impact the sector, with potential short-term benefits due to increased export orders before the tax changes take effect [7] Notable Stock Movements - Haowei Group (00501) debuted with a significant increase of 16.22%, closing at HKD 121.8, following its IPO pricing at HKD 104.8 [8] - Baiaosaitu-B (02315) reached a new high, rising by 10.03% to HKD 39.5, following a licensing agreement aimed at accelerating the development of bispecific antibody drug conjugates [9] - COSCO Shipping Energy (01138) continued to rise, up by 9.03% to HKD 11.47, driven by increased shipping demand in the Middle East [10]
豪威集团港股上市:募资48亿港元 市值1382亿港元 虞仁荣再敲钟
Sou Hu Cai Jing· 2026-01-12 04:17
Core Viewpoint - OmniVision Technologies, Inc. (referred to as "OmniVision Group") has successfully listed on the Hong Kong Stock Exchange, raising a net amount of approximately HKD 46.93 billion for various strategic investments and operational purposes [2][4]. Fundraising and Investment Allocation - The company issued shares at a price of HKD 104.8, totaling 45.8 million shares, with a gross fundraising amount of HKD 4.8 billion [2]. - The net proceeds will be allocated as follows: 70% for R&D in key technologies over the next 5 to 10 years, 10% for global market penetration and business expansion, 10% for strategic investments or acquisitions, and 10% for working capital and general corporate purposes [4]. Company Performance and Market Position - OmniVision Group's market capitalization exceeded HKD 138.2 billion at the time of listing, with an opening price of HKD 108, reflecting a 3.1% increase from the issue price [5]. - The company reported revenues of RMB 200 billion, RMB 209.84 billion, and RMB 257 billion for the years 2022, 2023, and 2024, respectively, with gross profits of RMB 47.41 billion, RMB 41.84 billion, and RMB 72.39 billion [8][9]. - The company achieved a revenue of RMB 217.83 billion in the first nine months of 2025, marking a year-on-year growth of 15.2% [10]. Shareholder Structure and Key Personnel - The founder, Yu Renrong, controls approximately 33.6% of the company's shares and has extensive experience in the electronics industry [12][14]. - The board of directors includes Yu Renrong as the executive director and chairman, along with other key executives [12][13]. Strategic Focus and Future Outlook - OmniVision Group aims to enhance its product offerings in sensor solutions, analog solutions, and display solutions, targeting sectors such as smartphones, automotive electronics, and IoT [8]. - The company is positioned to leverage its brand influence and product type distribution to reflect its strategic development direction more accurately [7].
港股午评|恒生指数早盘涨0.86% 智谱+MiniMax领涨AI概念
智通财经网· 2026-01-12 04:09
Group 1: Market Performance - The Hang Seng Index rose by 0.86%, gaining 224 points to close at 26,456 points, while the Hang Seng Tech Index increased by 2.08% [1] - The early trading volume in the Hong Kong stock market reached HKD 168.4 billion [1] Group 2: AI and Technology Sector - Leading AI model companies saw significant gains, with MINIMAX-WP (00100) up over 31% and Zhiyun (02513) rising by 30% due to a strategic partnership with Didi [1] - Other AI-related stocks also performed well, including Mifengshi (02556) which rose by 18%, and AI pharmaceutical companies like Yingshi Intelligent (03696) up 12% and Yidu Tech (02158) up over 8% [1] - Kuaishou-W (01024) increased by 5.62%, with expectations of significant revenue growth in FY2026 due to its AI initiatives [1] - Kingdee International (00268) rose by 10.71%, benefiting from accelerated AI model integration in industrial processes [1] Group 3: Lithium Industry - Tianqi Lithium (09696) and Ganfeng Lithium (01772) saw increases of over 5% and 6% respectively, driven by export tax adjustments that may stimulate demand [1] Group 4: New Listings and Stock Movements - The new stock Hao Wei Group (00501) debuted with a 15% increase, recognized as a leading Fabless semiconductor design company [2] - LFG Investment Holdings (03938) resumed trading and surged over 120% following a cash offer from Chen Shaoyang at a significant discount [2] Group 5: Regulatory Impact on Companies - Contemporary Amperex Technology Co., Ltd. (Ningde Times) fell by 2.94% due to new battery export tax policies and rising lithium carbonate prices [3] - Smoore International (06969) declined by 1.87% as the export tax rebate for electronic cigarettes is set to be canceled, potentially impacting profits [4]
恒生指数早盘涨0.86% 智谱+MiniMax领涨AI概念
Zhi Tong Cai Jing· 2026-01-12 04:08
Group 1 - The Hang Seng Index rose by 0.86%, gaining 224 points to close at 26,456 points, while the Hang Seng Tech Index increased by 2.08%. The morning trading volume reached HKD 168.4 billion [1] - Companies involved in AI large models saw significant gains, with MINIMAX-WP (00100) up over 31%, and Zhiyun (02513) rising by 30% after a strategic partnership with Didi to explore mobility agent scenarios [1] - The AI pharmaceutical sector also benefited from the surge in AI large models, with companies like Yingshi Intelligent (03696) up 12%, and Yidu Tech (02158) increasing by over 8% [1] Group 2 - Kuaishou-W (01024) increased by 5.62%, with its AI initiatives expected to significantly boost revenue for the fiscal year 2026 [2] - Kingdee International (00268) rose by 10.71%, driven by accelerated full-process empowerment through industrial large models and the implementation of multi-agent collaboration in its AI Starry Sky suite [3] - New stock Haowei Group (603501) (00501) debuted with a 15% increase, recognized as a leading Fabless semiconductor design company [4] Group 3 - LFG Investment Holdings (03938) resumed trading and surged over 120% following a cash offer from Chen Shaoyang at a discount of approximately 59.46% [5] - Contemporary Amperex Technology Co., Ltd. (300750) (03750) fell by 2.94% due to the introduction of a new battery export tax rebate policy, while lithium carbonate prices continued to rise [6] - Smoore International (06969) declined by 1.87% as the export tax rebate for electronic cigarettes is set to be canceled, potentially impacting the profits of related companies [7]
港股午评:恒指涨0.86% 科指涨2.08% 科网股普涨 AI概念股强势 智谱涨超31% 美团涨超7%
Xin Lang Cai Jing· 2026-01-12 04:03
Market Overview - The Hong Kong stock market indices opened higher, with the Hang Seng Index rising by 0.86% to 26,456.75 points, the Hang Seng Tech Index increasing by 2.08%, and the National Enterprises Index up by 1.08% [2][11]. AI Sector - AI concept stocks showed strong performance, with Zhihui rising over 31%. This surge is seen as a sign that domestic AI large model companies are transitioning from the research phase to a stage where technology and commercialization are aligning, providing a basis for future financing and valuation [4][13]. - According to Frost & Sullivan, the market size for China's large language models is projected to reach 5.3 billion yuan in 2024 and grow to 101.1 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [4][13]. Entertainment Sector - The film sector saw significant gains, with Damai Entertainment increasing by over 6%. As of January 9, 2026, the total box office (including pre-sales) surpassed 1 billion yuan. Despite expectations that the 2026 Spring Festival box office may not reach the levels of 2025, the presence of popular directors and actors is expected to ensure a solid performance [5][14]. Commercial Aerospace Sector - The commercial aerospace sector continued to rise, with Asia Pacific Satellite increasing by 13%. Recent breakthroughs in China's reusable rocket technology are seen as a significant advancement, positioning the country closer to achieving low-cost and high-reusability in aerospace. This development is expected to benefit related industries such as aerospace manufacturing and satellite applications [6][15]. New Listings - Haowei Group debuted with a first-day increase of over 15%. The public offering was oversubscribed by 9.28 times, with 4.58 million shares allocated, representing about 10% of the total shares offered. The international placement was also oversubscribed by 9.73 times, with 41.22 million shares allocated, accounting for 90% of the total shares [7][17].
百亿芯片出货巨头续写新篇章
是说芯语· 2026-01-12 03:09
Core Viewpoint - OmniVision, a global leader in image sensor technology, has officially listed on the Hong Kong Stock Exchange, marking its status as a semiconductor giant with dual listings in both A-share and H-share markets [1]. Group 1: Market Performance - On its first trading day, OmniVision's stock opened at HKD 108.00, a 3.05% increase from the issue price of HKD 104.80, with a market capitalization exceeding HKD 137.9 billion, reflecting strong investor confidence [2]. Group 2: Industry Position - According to a Frost & Sullivan report, OmniVision ranks as the ninth largest fabless semiconductor company globally by revenue in 2024, third in the digital image sensor market, and the largest automotive CIS supplier, with over 11.2 billion units shipped in 2024 [6]. Group 3: Financial Performance - OmniVision's revenue has grown from CNY 20.04 billion in 2022 to CNY 25.71 billion in 2024, with net profit increasing from CNY 0.95 billion to CNY 3.28 billion during the same period, demonstrating strong scale effects and cost control [7]. Group 4: Business Structure - The company's revenue is primarily derived from three solutions: image sensor solutions (over 70% of revenue), display solutions, and analog solutions, with a balanced income structure across smartphone and automotive sectors, reducing market volatility risks [8]. Group 5: Technological Advancements - OmniVision's core competitiveness lies in its technology, with 2,424 full-time R&D personnel and 4,761 authorized patents, of which 95.6% are invention patents, focusing on key technologies such as HDR and low power consumption [9]. Group 6: Company History and Leadership - Founded in 2007 by Yu Renrong, OmniVision underwent a significant acquisition of OmniVision Technologies in 2019, solidifying its global market position. The recent listing in Hong Kong is a milestone in its internationalization strategy [11]. Group 7: Industry Trends - The listing of OmniVision is a significant event in the recent trend of semiconductor companies seeking dual listings in Hong Kong, aiming to enhance global brand influence and attract international capital for ongoing technological development [12]. Group 8: Market Outlook - With the increasing trends in automotive intelligence, multi-camera smartphones, and AIoT device proliferation, the image sensor market presents vast opportunities for OmniVision to strengthen its technological moat and expand market share [13].
新股首日 | 豪威集团(00501)首挂上市 早盘高开3.05% 公司为全球领先的Fabless半导体设计公司
智通财经网· 2026-01-12 01:26
智通财经APP获悉,豪威集团(00501)首挂上市,公告显示,每股定价104.8港元,共发行4580万股股 份,每手100股,所得款项净额约46.93亿港元。截至发稿,涨3.05%,报108港元,成交额1.48亿港元。 公开资料显示,豪威集团此前名为韦尔股份,2017年5月份在A股上交所上市,2025年6月份,公司正式 更名为"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。 据悉,豪威集团主要从事三大业务线:图像传感器解决方案、显示解决方案以及模拟解决方案,能够提 供多样化的图像传感器、显示产品、模拟IC和其他半导体组件组合。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%。 ...