Core Insights - Tencent Holdings (00700), Southern Hang Seng Technology (03033), and Xiaomi Group-W (01810) ranked as the top three in net inflow of southbound funds, with net inflows of 1.792 billion, 0.571 billion, and 0.412 billion respectively [1] - The top three in net outflow of southbound funds were Yingfu Fund (02800), Hang Seng China Enterprises (02828), and Kuaishou-W (01024), with net outflows of -4.553 billion, -1.380 billion, and -0.576 billion respectively [1] - In terms of net inflow ratio, Huaxia Hang Seng Technology (03088), Southern East Selection (03441), and Anhui Wantuo Expressway (00995) led the market with ratios of 90.53%, 74.02%, and 68.27% respectively [1] - The top three in net outflow ratio were Southern Hong Kong Stock Connect (03432), Fuyao Glass (06865), and Baize Medical (02609) with ratios of -100.00%, -59.27%, and -53.09% respectively [1] Net Inflow Rankings - Tencent Holdings (00700) had a net inflow of 1.792 billion, representing a 12.21% increase, closing at 560.000 (+2.28%) [2] - Southern Hang Seng Technology (03033) saw a net inflow of 0.571 billion, with a 6.77% increase, closing at 5.300 (+1.34%) [2] - Xiaomi Group-W (01810) recorded a net inflow of 0.412 billion, with a 9.45% increase, closing at 35.200 (+0.06%) [2] Net Outflow Rankings - Yingfu Fund (02800) experienced the highest net outflow of -4.553 billion, with a -22.13% decrease, closing at 27.220 (+1.72%) [2] - Hang Seng China Enterprises (02828) had a net outflow of -1.380 billion, representing an -11.37% decrease, closing at 93.940 (+1.56%) [2] - Kuaishou-W (01024) faced a net outflow of -0.576 billion, with a -10.25% decrease, closing at 69.300 (-2.74%) [2] Net Inflow Ratio Rankings - Huaxia Hang Seng Technology (03088) led with a net inflow ratio of 90.53%, with a net inflow of 47.6883 million, closing at 6.875 (+1.33%) [3] - Southern East Selection (03441) followed with a net inflow ratio of 74.02%, with a net inflow of 18.0421 million, closing at 11.600 (+1.13%) [3] - Anhui Wantuo Expressway (00995) had a net inflow ratio of 68.27%, with a net inflow of 5.6553 million, closing at 13.340 (-0.07%) [3]

本报讯 （记者张文湘）2月10日，华虹半导体有限公司（以下简称"华虹公司"）2026年第一次临时（特 别）股东大会顺利召开。会议审议并通过了关于公司发行股份购买资产并募集配套资金暨关联交易的全 部26项议案，标志着华虹公司推进收购上海华力微电子有限公司（以下简称"华力微"）控股权事项取得 关键进展。 （编辑 张伟） 据了解，本次交易的核心战略意图，在于实现华虹公司与华力微的深度协同与互补。华力微拥有超过15 年的半导体制造技术积累，运营着中国大陆第一条全自动12英寸集成电路代工生产线，设计月产能达 3.8万片，65/55nm、40nm工艺已达到业界主流水平，在成熟制程领域构建了坚实的竞争壁垒。此次整 合将推动华虹公司12英寸产能扩张，助力其更好地满足客户的多元化需求，把握未来市场增长机遇。同 时，通过整合华力微相关资产与技术资源，双方有望在工艺优化、良率提升、器件结构创新等方面产生 协同效应，有利于深化在差异化特色工艺平台上的布局与创新，加速技术创新迭代，提升技术壁垒与核 心竞争力。 从收入端看，华力微2024年度营业收入近50亿元、净利润超5亿元，交易完成后有望增厚上市公司营收 体量、降低运营成本、培育新的 ...

Key Points - Infineon expects the gallium nitride market to achieve a compound annual growth rate of 44% from 2025 to 2030 [1] - Huahong Semiconductor has received approval from the Shanghai State-owned Assets Supervision and Administration Commission for its asset purchase and fundraising plan [1] - Yunnan Energy Holdings is planning to acquire a stake in Xiantian Computing Technology Co., Ltd. and is in the process of acquiring controlling interest in Zhengzhou Heying Data Co., Ltd. [1] - Heng Rui Medicine's subsidiary has had a new indication for its injectable drug accepted by the National Medical Products Administration [1] - Fosun Pharma's subsidiary has had its drug registration application accepted by the National Medical Products Administration [1] Investment, Contracts, and Bids - Zhongtung High-tech plans to invest 145 million yuan in a new project to produce 30 million PCB drill needles annually [1] - China Railway Construction recently won major contracts totaling 45.142 billion yuan [1] - Tianneng Wind Power has signed new offshore engineering contracts worth 870 million yuan [1] - Yunjigroup's wholly-owned subsidiary has signed an EPC general contracting agreement worth 1.331 billion yuan, accounting for 86.66% of the company's audited revenue for 2024 [1] Performance - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, representing a year-on-year increase of 23.2% [1] - Huichuan Technology expects a year-on-year increase in net profit of 16%-26% for 2025, with significant growth in its electric vehicle business [1]

近日，公司收到间接控股股东上海华虹(集团)有限公司转来的上海市国有资产监督管理委员会作出的 《市国资委关于华虹半导体有限公司资产重组有关事项的批复》，上海市国资委原则同意公司本次交易 的方案。 华虹公司(688347.SH)公告，公司拟通过发行股份的方式购买上海华虹(集团)有限公司、上海集成电路产 业投资基金股份有限公司、国家集成电路产业投资基金二期股份有限公司、上海国投先导集成电路私募 投资基金合伙企业(有限合伙)持有的上海华力微电子有限公司97.4988%股权，并募集配套资金。 ...

智通财经APP讯，华虹公司(688347.SH)公告，公司拟通过发行股份的方式购买上海华虹(集团)有限公 司、上海集成电路产业投资基金股份有限公司、国家集成电路产业投资基金二期股份有限公司、上海国 投先导集成电路私募投资基金合伙企业(有限合伙)持有的上海华力微电子有限公司97.4988%股权，并募 集配套资金。 近日，公司收到间接控股股东上海华虹(集团)有限公司转来的上海市国有资产监督管理委员会作出的 《市国资委关于华虹半导体有限公司资产重组有关事项的批复》，上海市国资委原则同意公司本次交易 的方案。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688347 证券简称：华虹公司 公告编号：2026-012 华虹半导体有限公司 2026年第一次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ● 本次会议是否有被否决议案：无 一、会议召开和出席情况 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： ■ （四）表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 2026年第一次临时股东大会由华虹半导体有限公司（以下简称"本公司"或"公司"）董事会召集，由董事 会主席白鹏先生主持，采用现场投票与网络投票（仅针对A股股东）相结合的表决方式，本公司股东代 表、见证律师及香港股份过户登记处卓佳证券登记有限公司代表于股东大会上担任计票人及监票人。本 次股东大会的召集、召开和表决程序符合相关法律法规以及《华虹半导体有限公司之组织章程细则》的 有关规定。 （五）公司董事和董事会秘书的列席情况 1、公司在任董事8人，出席8人； 2、首 ...

HUA HONG SEMICONDUCTOR LIMITED 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，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 華虹半導體有限公司 （於香港註冊成立之有限公司） （股份代號：01347） 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條而作出。 茲載列華虹半導體有限公司（「本公司」）於上海證券交易所網站刊發的《上海市通 力律師事務所關於華虹半導體有限公司2026年第一次臨時股東大會的法律意見 書》，僅供參閱。 中國上海，二零二六年二月十日 1 於本公告日期，本公司董事分別為： 執行董事： 白鵬 （董事會主席兼總裁） 非執行董事： 葉峻 孫國棟 陳博 熊承艷 獨立非執行董事： 張祖同 王桂壎太平紳士 封松林 2 承董事會命 華虹半導體有限公司 董事會主席兼執行董事 白鵬先生 上海市通力律师事务所关于华虹半导体有限公司 2026 年第一次临时股东大会的法律意见书 致:华虹半导体有限公司 上海市通力律师事务所(以下简称"本所" ...

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，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 本公告僅供參考，並不構成收購、購買或認購本公司證券的邀請或要約。 HUA HONG SEMICONDUCTOR LIMITED 華虹半導體有限公司 （於香港註冊成立的有限公司） （股份代號：01347） (1)主要及關連交易－涉及根據特別授權發行代價股份的 收購標的公司股本； (2)申請清洗豁免； (3)建議非公開發行人民幣股份以募集配套資金； 及 (4)特別交易 (A)股東特別大會的投票結果公告 及 (B)授出清洗豁免及同意特別交易 茲提述（其中包括）(i)華虹半導體有限公司（「本公司」）日期為二零二五年八月三 十一日及二零二五年十二月三十一日的公告；及(ii)本公司日期為二零二六年一月 二十二日的通函（「該通函」），各自內容均有關(a)建議收購事項，(b)清洗豁免， (c)建議非公開發行人民幣股份及(d)特別交易。除另有界定外，本公告所用詞彙應 與該通函所界定者具有相同涵義。 1 1. 股東特別大會 ...

证券代码：688347 证券简称：华虹公司 公告编号：2026-012 华虹半导体有限公司 2026年第一次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 2 月 10 日 （二） 股东会召开的地点：上海市浦东新区哈雷路 288 号 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 1,080 | | --- | --- | | 普通股股东人数 | 1,080 | | 其中：A 股股东人数 | 1,079 | | 境外上市外资股股东人数 | 1 | | 2、出席会议的股东所持有的表决权数量 | 450,987,232 | | 普通股股东所持有表决权数量 | 450,987,232 | | 其中：A 股股东所持有表决权数量 | 153,156,142 | | 境外上市外资股股东所持有表决权数量 | 297,8 ...

Investment Rating - The report maintains a "Strong Buy" rating for the domestic computing power industry chain, indicating a positive outlook for investment opportunities in this sector [2]. Core Insights - The report emphasizes that AI inference is leading innovation, with a focus on demand-driven Opex-related areas, specifically storage, power, ASIC, and supernodes [2][28]. - It highlights the expected growth in the domestic storage industry, driven by new products from Yangtze Memory Technologies and Changxin Memory Technologies, alongside a rapid increase in demand for SSDs and HBM [2][29]. - The report anticipates a significant expansion year for storage production, suggesting investors pay close attention to the overall opportunities within the domestic storage industry chain [29]. - The power industry is also highlighted, with a focus on new technologies on both the supply and demand sides, including companies like Sanhua Group and Zhongfu Circuit [30]. - The ASIC segment is expected to see an increase in market share, with a focus on major CSP manufacturers [30]. - The report predicts an evolution in cabinet models, with growth in demand for high-speed interconnects, cabinet OEM, liquid cooling, and PCB [30]. Summary by Sections Market Review - The Shanghai Composite Index fell by 1.27%, while the Shenzhen Component Index dropped by 2.11%, and the overall Shenwan Electronics Index decreased by 5.23% [1][13]. - Year-to-date, the Shenwan Electronics Index has declined by 4.73%, ranking 14th out of 31 sectors [1][13]. Weekly Focus - Nvidia's upcoming Arm architecture-based N1X + N1 processor is discussed, indicating a strategic move into the AI PC and laptop market, competing directly with AMD and Intel [26][27]. - The report notes that Nvidia's new processors will utilize TSMC's 3nm process technology, enhancing performance while maintaining low power consumption [26][27]. Related Research - Previous reports have consistently highlighted the positive outlook for the domestic computing power industry chain, including price increases in semiconductor packaging and storage chips [4][6][5].