Group 1: Economic Indicators - In August, China's manufacturing Purchasing Managers' Index (PMI) was reported at 49.4%, a slight increase of 0.1 percentage points from the previous month, indicating a modest recovery in market demand [1] - The PMI for large enterprises reached 50.8%, up 0.5 percentage points, reflecting stable expansion in both supply and demand [1] - The composite PMI output index was 50.5%, rising by 0.3 percentage points, suggesting an overall acceleration in production and business activities [1] Group 2: Investment Trends - Central Huijin has significantly increased its holdings in stock ETFs, with a total market value of 1.28 trillion yuan, representing a nearly 23% increase from the end of last year [2] - Foreign financial institutions are optimistic about the Chinese market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks and hedge funds rapidly increasing their net purchases of Chinese stocks [3] - In the first half of the year, foreign capital net increased holdings in domestic stocks and funds by 10.1 billion USD, with a notable increase in May and June [3] Group 3: Insurance Sector Activity - Major listed insurance companies in China have reported strong mid-year performance, with insurance capital participating in 30 instances of equity stakes in listed companies this year, a recent high [4] - Insurance institutions show a clear preference for undervalued, high-dividend listed companies, indicating a strategy focused on long-term capital allocation [4] Group 4: Corporate Developments - Huahong Semiconductor announced plans to acquire a 97.5% stake in Huali Microelectronics and will resume trading on September 1, 2025 [5] - Dongxin Co. plans to invest approximately 211 million yuan in Shanghai Lishuan, increasing its stake to 35.87%, focusing on GPU development for graphics rendering and AI acceleration [6] Group 5: Market Innovations - Huawei's rotating chairman stated that the HarmonyOS ecosystem is still in the introduction phase, urging developers and consumers to engage more actively [7][8] - The first low-altitude economy mutual insurance body was established in Chongqing, involving 19 insurance companies to address new risks through a collaborative insurance mechanism [9] Group 6: Strategic Financing - UBTECH Robotics secured a strategic financing credit line of 1 billion USD from Infini Capital to expand its operations in the Middle East, including plans for a super factory and R&D center [10] Group 7: Commodity Market Outlook - Analysts predict that gold prices may reach 4,000 USD per ounce by next year, with several international financial institutions bullish on gold due to expected interest rate cuts by the Federal Reserve [11]

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：2025-024 港股代码：01347 港股简称：华虹半导体 华虹半导体有限公司 董事会决议公告 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、准确性和完整性依法承担法律责任。 一、董事会召开情况 华虹半导体有限公司（以下简称"公司"或"上市公司"）董事会于2025年8月29日作出董事会决议。本次 会议由董事长唐均君先生主持，会议的召集、表决程序符合《香港联合交易所有限公司证券上市规则》 《上海证券交易所科创板股票上市规则》和《华虹半导体有限公司之组织章程细则》的规定。 二、董事会会议审议情况 （一）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符合相关法律法规的议 案》 根据《中华人民共和国证券法》《上市公司重大资产重组管理办法》（以下简称"《重组管理办 法》"）、《上市公司证券发行注册管理办法》《上市公司监管指引第9号一一上市公司筹划和实施重大 资产重组的监管要求》《上海证券交易所上市公司重大资产重组审核规则》《上海证券交易所上市 ...

Core Viewpoint - The company is planning a share issuance and cash payment to acquire assets and raise supporting funds, which involves a related party transaction and aims to enhance its operational capacity and market position in the semiconductor industry [1][9][12]. Transaction Overview - The transaction involves the issuance of shares and cash payment to acquire 97.4988% equity of Huali Micro from four parties, including Huahong Group and Shanghai Integrated Circuit Fund [54]. - The company aims to raise supporting funds not exceeding 100% of the transaction price through a share issuance to no more than 35 specific investors [56]. Nature of the Transaction - The transaction is expected not to constitute a major asset restructuring as the audit and evaluation work is incomplete, and the asset valuation is yet to be determined [12][57]. - It is anticipated that the transaction will constitute a related party transaction due to the involvement of Huahong Group, the indirect controlling shareholder [12][58]. Impact on the Company - The transaction is expected to enhance the company's asset quality and operational capabilities by integrating Huali Micro's technology and production capacity, particularly in the 65/55nm and 40nm process nodes [46][49]. - The company will gain an additional 38,000 wafers per month in production capacity, which is projected to improve its market position and profitability [47][51]. Regulatory and Approval Process - The transaction has undergone necessary internal approvals, including the board's approval, and will require further approvals from shareholders and regulatory bodies [18][57]. - The completion of the transaction is contingent upon the successful completion of asset audits and evaluations, as well as obtaining necessary regulatory approvals [18][60]. Commitment to Shareholder Interests - The company has committed to protecting minority shareholders' interests by ensuring fair pricing and transparent decision-making processes throughout the transaction [22][26]. - The company will provide timely disclosures regarding the transaction's progress and any potential impacts on shareholder value [22][29].

Core Viewpoint - The company plans to acquire a 97.4988% stake in Shanghai Huali Microelectronics Co., Ltd. through a combination of issuing shares and cash payments to four transaction parties, including Huahong Group [1] Group 1 - The company will issue shares to no more than 35 qualified specific objects to raise matching funds for the acquisition [1] - The company's stock is set to resume trading on September 1, 2025 [1]

Core Viewpoint - Huahong Semiconductor Co., Ltd. is planning to acquire a 97.4988% stake in Shanghai Huahong Microelectronics Co., Ltd. from its controlling shareholder, Huahong Group, through a combination of issuing shares and cash payment, while also raising supporting funds from specific qualified investors [1][2] Group 1 - The acquisition is a fulfillment of Huahong Group's commitment made at the time of Huahong Semiconductor's IPO to inject Huahong Micro into the company within three years [1] - The total assets of the target company are estimated to be 7.58 billion yuan by the end of June 2025, which will enhance the total assets within the listed company [1] - This transaction is a key measure to address competition within the same industry and is expected to inject strong development momentum into Huahong Semiconductor [2] Group 2 - The integration of Huahong Micro's business, technology, and products is anticipated to optimize the company's industrial layout and improve its competitiveness [2] - The company aims to achieve deep integration in internal management, process platforms, custom design, and supply chains, leading to cost reduction and efficiency improvement [2] - The expected outcome of the transaction includes enhanced market share and profitability for Huahong Semiconductor [2]

Core Viewpoint - The company plans to acquire a 97.4988% stake in Huahong Microelectronics Co., Ltd. from four shareholders through a combination of issuing shares and cash payment, while also raising supporting funds [1] Group 1: Transaction Details - The acquisition involves shareholders from Shanghai Huahong (Group) Co., Ltd., Shanghai Integrated Circuit Industry Investment Fund Co., Ltd., National Integrated Circuit Industry Investment Fund Phase II Co., Ltd., and Shanghai Guotou Xian Dao Integrated Circuit Private Investment Fund Partnership (Limited Partnership) [1] - The company's stock is set to resume trading on September 1, 2025, following the completion of the transaction [1] Group 2: Approval and Uncertainty - The transaction is subject to approval by the company's shareholders and requires authorization, review, and registration from relevant regulatory authorities, indicating significant uncertainty surrounding the deal [1]

Group 1 - The company plans to acquire 97.4988% equity of Shanghai Huali Microelectronics Co., Ltd. for a total consideration that includes issuing shares at a price of RMB 43.34 per share, which represents a discount of approximately 44.79% compared to the last trading price of RMB 78.50 per share [1][2] - Following the acquisition, the company will directly and indirectly hold 100% of the target company's equity, as its wholly-owned subsidiary already holds approximately 2.5012% of the target's shares [1] - The company intends to conduct a non-public issuance of RMB shares to raise funds not exceeding 100% of the total consideration for the acquisition, with the number of shares issued not exceeding 30% of the company's total issued share capital at the time of completion [1] Group 2 - The target company primarily engages in 12-inch integrated circuit wafer foundry services in China, focusing on developing logic processes and providing comprehensive technical solutions for clients in communications and consumer electronics [2] - The acquisition is expected to enhance the company's 12-inch wafer foundry capacity, leveraging complementary advantages in process platforms to develop a broader range of foundry and supporting services [2] - The funds raised from the non-public issuance are intended for operational funding, debt repayment, cash consideration payment, and project funding for the target company, which will improve the overall financial condition of the group and promote future development [2]

Group 1 - The company plans to acquire 97.4988% equity of Shanghai Huali Microelectronics Co., Ltd. from several investors for a total consideration that includes issuing shares at a price of RMB 43.34 per share, which represents a discount of approximately 44.79% compared to the last trading price of RMB 78.50 per share [1][2] - Following the acquisition, the company expects to enhance its 12-inch wafer foundry capacity, leveraging complementary advantages in process platforms with the target company to provide comprehensive foundry services across various applications and technical specifications [2] - The proposed private placement of shares aims to raise funds not exceeding 100% of the total consideration for the acquisition, with the number of shares issued not exceeding 30% of the company's total issued share capital at the time of completion [1][2] Group 2 - The target company primarily engages in 12-inch integrated circuit wafer foundry services in China, focusing on developing logic processes and providing technical solutions for clients in communications and consumer electronics [2] - The acquisition is expected to generate synergies that will lower costs, increase market share, and achieve economies of scale through integrated management, process platforms, R&D resources, customized design, and supply chain collaboration [2] - The company has received a commitment from Huahong Group to inject the target company into the firm within three years post-listing, aligning with national strategic deployment and market expectations [2]

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。 HUA HONG SEMICONDUCTOR LIMITED 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） 唐均君先生 中國上海，二零二五年八月三十一日 於本公告日期，本公司董事分別為： 執行董事： 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以下文件， 僅供參閱： 1. 《董事會決議公告》 2. 《關於籌劃發行股份及支付現金購買資產並募集配套資金暨關聯交易事項的停 牌前一個交易日前十大股東和前十大流通股股東持股情況的公告》 3. 《關於暫不召開股東大會審議本次發行股份及支付現金購買資產並募集配套資 金暨關聯交易事項的公告》 4. 《董事會關於公司不存在《上市公司證券發行註冊管理辦法》第十一條規定的 不得向特定對象發行股票的情形的說明》 5. 《董事會關於本次交易相 ...

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。 HUA HONG SEMICONDUCTOR LIMITED 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《華虹半 導體有限公司關於披露重組預案的一般風險提示暨公司股票復牌的公告》，僅供 參閱。 承董事會命 華虹半導體有限公司 董事會主席兼執行董事 唐均君先生 中國上海，二零二五年八月三十一日 於本公告日期，本公司董事分別為： 執行董事： 唐均君 （董事會主席） 白鵬 （總裁） 非執行董事： 葉峻 孫國棟 陳博 熊承艷 证券代码：688347 证券简称：华虹公司 公告编号：2025-025 港股代码：01347 港股简称：华虹半导体 华虹半导体有限公司 关于披露重组预案的一般风险提示暨公司股票复牌的 公告 本公司董事会及 ...