9月1日上榜的成交活跃股中，华虹半导体通过港股通渠道成交金额为60.07亿港元，净买入金额为1.37亿 港元，不仅如此，该股已连续5日出现成交净买入，累计净买入金额为10.86亿港元，其间股价下跌 4.05%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 华虹半导体获南向资金连续5天净买入，累计净买入金额为10.86亿港元，股价累计下跌4.05%。 证券时报·数据宝统计显示，9月1日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交748.75 亿港元，净买入金额为48.23亿港元。 ...

Group 1 - The core transaction of Huahong Company on September 1 involved a block trade of 261,500 shares, amounting to 22.079 million yuan, with a transaction price of 84.42 yuan, reflecting a discount of 1.51% compared to the closing price of the day [2] - Over the past three months, Huahong Company has recorded a total of six block trades, with a cumulative transaction amount of 90.8524 million yuan [3] - The closing price of Huahong Company on the day of the report was 85.71 yuan, showing an increase of 9.18%, with a daily turnover rate of 19.07% and a total transaction volume of 6.690 billion yuan [3] Group 2 - The net outflow of main funds for Huahong Company on that day was 1.09 billion yuan, and over the past five days, the stock has cumulatively increased by 9.18% with a total net outflow of 1.09 billion yuan [3] - The latest margin financing balance for Huahong Company is 1.236 billion yuan, which has decreased by 67.4989 million yuan over the past five days, representing a decline of 5.18% [3]

Market Overview - On September 1, the Hang Seng Index rose by 2.15%, closing at 25,617.42 points, with a total net inflow of southbound funds through the Stock Connect amounting to HKD 11.942 billion [1][3] - The total trading volume for the Stock Connect on the same day was HKD 200.589 billion, with a net buying amount of HKD 11.942 billion [1][3] Stock Performance - In the Shanghai Stock Connect, the trading volume was HKD 118.631 billion, with a net buying of HKD 5.659 billion; in the Shenzhen Stock Connect, the trading volume was HKD 81.958 billion, with a net buying of HKD 6.283 billion [1][3] - Alibaba-W was the most actively traded stock, with a trading volume of HKD 16.03349 billion and a net buying amount of HKD 0.85129 billion, closing with an increase of 18.50% [2][3] - Other notable stocks included SMIC and Huahong Semiconductor, with trading volumes of HKD 6.336 billion and HKD 4.042 billion, respectively [1][2] Net Buying and Selling - In terms of net buying, Alibaba-W led with HKD 4.069 billion, while the stock with the highest net selling was Pop Mart, with a net selling of HKD 0.722 billion, closing down by 4.34% [2][3] - The top ten actively traded stocks in the Shenzhen Stock Connect also featured Alibaba-W, SMIC, and Xiaomi Group, with respective trading volumes of HKD 12.2701 billion, HKD 4.271 billion, and HKD 2.498 billion [2][3]

Group 1 - The Hang Seng Index rose by 2.15% on September 1, with southbound trading totaling HKD 200.59 billion, including HKD 106.27 billion in buying and HKD 94.32 billion in selling, resulting in a net buying amount of HKD 11.94 billion [1] - The southbound trading through the Shenzhen Stock Connect had a total trading amount of HKD 81.96 billion, with net buying of HKD 6.28 billion, while the Shanghai Stock Connect had a total trading amount of HKD 118.63 billion, with net buying of HKD 5.66 billion [1] - Alibaba-W was the most actively traded stock with a total trading amount of HKD 28.30 billion and a net buying amount of HKD 4.92 billion, closing with an increase of 18.50% [1][2] Group 2 - Among the stocks listed, Alibaba-W, Tencent Holdings, and Huahong Semiconductor were among the top active stocks in both Shenzhen and Shanghai southbound trading, with Alibaba-W having a net buying amount of HKD 4.92 billion and Tencent Holdings at HKD 0.12 billion [2] - There were two stocks that received net buying from southbound funds for more than three consecutive days, with Alibaba-W leading at a total net buying of HKD 10.90 billion over seven days, followed by Huahong Semiconductor with HKD 1.09 billion over five days [2] - The trading data for September 1 shows that Xiaomi Group-W had a total trading amount of HKD 51.01 billion with a net selling of HKD 1.03 billion, while Pop Mart had a total trading amount of HKD 33.93 billion with a net selling of HKD 0.91 billion [2]

格隆汇8月31日丨华虹公司(688347.SH)公布，公司拟以发行股份及支付现金的方式向上海华虹(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)等4 名上海华力微电子有限公司(以下简称"华力 微")股东购买其持有的华力微97.4988%股权并募集配套资金。 经公司申请，公司股票(证券简称：华虹公司，证券代码：688347)自 2025 年8 月18 日开市起开始停 牌。 公司董事会于 2025 年 8 月 29 日作出决议，同意《关于公司发行股份及支付现金购买资产并募集配套资 金暨关联交易方案的议案》《关于<华虹半导体有限公司发行股份及支付现金购买资产并募集配套资金 暨关联交易预案>及其摘要的议案》及相关议案。 根据上海证券交易所的相关规定，经公司申请，公司股票将于2025 年9月1日开市起复牌。 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 160.33 亿元 | +8.51 亿元 | | 中芯国际(00981) | 63.36 亿元 | +6.32 亿元 | | 华虹半导体(01347) | 40.42 亿元 | +3.27 亿元 | | 美团-W(03690) | 35.82 亿元 | -4.73 亿元 | | 晶泰控股(02228) | 28.99 亿元 | -8104.37 万元 | | 腾讯控股(00700) | 28.35 亿元 | +5.88 亿元 | | 小米集团-W(01810) | 26.03 亿元 | -8.40 亿元 | | 泡泡玛特(09992) | 17.24 亿元 | -1.90 亿元 | | 比亚迪股份(01211) | 16.30 亿元 | +8.09 亿元 | | 美图公司(01357) | 16.17 亿元 | +4.57 亿元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 12 ...

Group 1 - Huahong Semiconductor announced a plan to acquire 97.5% of Shanghai Huahong Microelectronics through a combination of stock issuance and cash payment, with a stock price of 43.34 yuan per share, representing a discount of approximately 44.8% from the last trading price before suspension [1] - The acquisition aims to resolve competition issues between Huahong Semiconductor and Huahong Micro, as both companies operate under the Huahong Group but focus on different segments of the semiconductor industry [4][5] - Huahong Semiconductor specializes in mature process technologies, while Huahong Micro focuses on advanced logic process wafer foundry, with key assets including Huahong's fifth and sixth factories [4][5] Group 2 - On the same day, SMIC announced a suspension of trading due to plans to acquire a 49% minority stake in its subsidiary, SMIC North, through a new share issuance [3][5] - SMIC North, established in 2013, specializes in 12-inch wafer manufacturing and has a production capacity of 70,000 wafers per month across two production lines [7] - The acquisition by SMIC is expected to enhance profitability by consolidating profitable assets and meeting the exit demands of existing shareholders, including the National Integrated Circuit Industry Investment Fund [8]

Summary of Key Points Core Viewpoint - On September 1, Huahong Company executed a block trade of 261,500 shares, amounting to 22.079 million yuan, which represented 0.33% of the total trading volume for that day. The transaction price was 84.42 yuan, reflecting a discount of 1.51% compared to the market closing price of 85.71 yuan [1]. Group 1 - The block trade involved 261,500 shares of Huahong Company [2]. - The total transaction value was 22.079 million yuan [1]. - The transaction price was 84.42 yuan, which is lower than the market closing price [1].

Group 1 - The core viewpoint of the announcement is the adjustment of the valuation method for long-term suspended stocks, specifically for Huahong Company [1] - The adjustment aims to ensure a fair and reasonable valuation of investment products without market prices, in accordance with regulatory guidelines [1] - Starting from August 28, 2025, the fund will adopt the index return method for valuing its holdings in Huahong Company (688347) [1] Group 2 - The fund management company will revert to using closing price valuation once the stock resumes trading and exhibits active market trading characteristics [1] - There will be no further announcements regarding the valuation method once the stock is actively traded again [1]

Core Viewpoint - Huahong Company (688347.SH) resumed trading on September 1, 2023, with a significant price increase, reflecting positive market sentiment following the announcement of a major asset acquisition plan [1][2]. Group 1: Trading and Stock Performance - Upon resuming trading, Huahong's stock opened at 88.00 yuan, up 12.10%, and reached a peak of 93.92 yuan, marking a 19.64% increase [1]. - Prior to the suspension, Huahong's stock had risen for four consecutive trading days, with a record high of 81.88 yuan on August 15, 2023, closing at 78.50 yuan [1]. Group 2: Acquisition Details - The company plans to acquire a 97.4988% stake in Huazhi Microelectronics from four parties, including Huahong Group and various investment funds, through a combination of issuing shares and cash [1][2][3]. - The issuance of shares for raising funds will not exceed 100% of the transaction price for the asset acquisition, with a maximum of 30% of the total share capital post-transaction [2]. Group 3: Financial Performance - For the first half of 2025, Huahong reported a revenue of 8.018 billion yuan, a year-on-year increase of 19.09%, but a net profit decline of 71.95% to 74.32 million yuan [6][7]. - In 2023, Huahong's total revenue was 16.232 billion yuan, down 3.30% year-on-year, with a net profit of 1.936 billion yuan, reflecting a 35.64% decrease [8]. Group 4: Strategic Implications - The acquisition is expected to enhance Huahong's capabilities in 12-inch wafer foundry services, providing a broader range of technical solutions and improving operational efficiency [4][5]. - The integration of resources and technology between Huahong and Huazhi Microelectronics is anticipated to foster innovation and strengthen competitive advantages in the semiconductor industry [5].