Group 1 - On August 18, 2025, the top three companies by trading volume in the Southbound Stock Connect were Yingfu Fund (02800) with 4.148 billion, Tencent Holdings (00700) with 3.654 billion, and Hua Hong Semiconductor (01347) with 3.365 billion [1] - In the Southbound Stock Connect for the Shenzhen-Hong Kong Stock Connect, the top three companies were Hua Hong Semiconductor (01347) with 2.360 billion, Yingfu Fund (02800) with 2.301 billion, and Tencent Holdings (00700) with 2.214 billion [1] Group 2 - In the Southbound Stock Connect, the most active companies included Yingfu Fund (02800) with a trading amount of 4.148 billion and a net buy amount of -4.130 billion, Tencent Holdings (00700) with 3.654 billion and a net buy amount of +1.098 billion, and Hua Hong Semiconductor (01347) with 3.365 billion and a net buy amount of +0.966 billion [2] - In the Shenzhen-Hong Kong Stock Connect, Hua Hong Semiconductor (01347) had a trading amount of 2.360 billion with a net buy amount of -0.577 billion, Yingfu Fund (02800) had 2.301 billion with a net buy amount of -2.283 billion, and Tencent Holdings (00700) had 2.214 billion with a net buy amount of -0.798 billion [2]

8月18日，南下资金净买入港股13.86亿港元。其中： 净买入中国人寿6.72亿港元、阿里巴巴-W 6.17亿港元、华虹半导体3.89亿港元、腾讯控股2.99亿港元、 东方甄选2.99亿港元、中芯国际1.62亿港元；净卖出盈富基金64.13亿港元、恒生中国企业14.45亿港元、 南方恒生科技5.73亿港元、小米集团-W 2.1亿港元、快手-W 1.49亿港元。 北水关注个股 中国人寿：据天眼查工商信息显示，近日，长沙聚财壹号股权投资基金合伙企业（有限合伙）成立，执 行事务合伙人为国寿置业投资管理有限公司，出资额8.01亿人民币，经营范围包括以私募基金从事股权 投资、投资管理、资产管理等活动。股权全景穿透图显示，该基金由财信吉祥人寿保险股份有限公司、 中国人寿旗下国寿置业投资管理有限公司共同出资。 据统计，南下资金已连续5日净买入中芯国际，共计10.3549亿港元；连续3日净买入阿里巴巴，共计 25.2673亿港元。 华虹半导体：中金发表研究报告指出，华虹半导体次季营收5.66亿美元，按年升18.3%，符合此前指引 的5.5至5.7亿美元区间；毛利率10.9%，按年升0.4个百分点，超出此前指引7%至9%；归母 ...

南向资金今日净买入13.86亿港元。其中中国人寿、阿里巴巴-W、华虹半导体净买入额位列前三，分别 获净买入6.73亿港元、6.17亿港元、3.89亿港元。净卖出方面，盈富基金、恒生中国企业、南方恒生科 技分别遭净卖出64.13亿港元、14.45亿港元、5.74亿港元。 (本文来自第一财经) ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 1.386 billion HKD today [1] - The top net purchases included China Life (672 million HKD), Alibaba-W (617 million HKD), and Hua Hong Semiconductor (389 million HKD) [1] - Southbound funds have net bought SMIC for five consecutive days, totaling 1.03549 billion HKD, and Alibaba for three consecutive days, totaling 2.52673 billion HKD [1] Group 2 - The net sales included the Tracker Fund of Hong Kong (6.413 billion HKD), Hang Seng China Enterprises (1.445 billion HKD), and Southern Hang Seng Technology (573 million HKD) [1] - Notable stock performance changes included Tencent Holdings down 0.8% and Hua Hong Semiconductor down 6.2% [3] - China Life saw an increase of 2.9%, while Oriental Selection increased by 5.2% [3]

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） 中國上海，二零二五年八月十八日 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 獨立非執行董事 張祖同 王桂壎太平紳士 封松林 董事會會議日期通知 華虹半導體有限公司（「本公司」）特此通知，本公司謹訂於二零二五年八月二十八 日（星期四）上午十時舉行董事會會議，以商討下列事項： 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 1. 考慮及批准刊發本公司及其附屬公司截至二零二五年六月三十日止未經審核 中期業績；及 2. 商議任何其他事項。 ...

格隆汇8月18日丨华虹半导体(01347.HK)公布，公司谨订于2025年8月28日(星期四)上午十时举行董事会 会议，以商讨下列事项：1.考虑及批准刊发公司及其附属公司截至2025年6月30日止未经审核中期业 绩；及2.商议任何其他事项。 ...

Market Overview - The Hong Kong stock market experienced a pullback after an initial rise, with the Hang Seng Index closing down 0.37% at 25,176.85 points and a total turnover of HKD 312.78 billion [1] - The market is currently in a phase of volatility with a lack of clear trading themes, as significant domestic and international events are awaited [1] Blue-Chip Stocks Performance - JD Health (06618) led the blue-chip stocks with an increase of 8.41%, closing at HKD 66.4, contributing 9.14 points to the Hang Seng Index [2] - Other notable performers included Alibaba Health (00241) up 3.56% and ZTO Express (02057) up 3.14%, while Kang Shifu Holdings (00322) and China Shenhua (01088) saw declines of 3.23% and 2.65% respectively [2] Sector Highlights - The film and entertainment sector showed strong performance, with companies like Lingmeng Film (09857) and Yuewen Group (00772) rising 21.33% and 15.34% respectively [3][4] - The brokerage sector continued its upward trend, with notable gains from CITIC Securities (06030) and Guotai Junan (01456) [4] Pharmaceutical Sector - The pharmaceutical sector saw a resurgence, with companies like Zhonghui Biopharma (02627) and Junshi Biosciences (01877) increasing by 13.4% and 13.25% respectively [5] - Upcoming academic conferences such as WCLC and ESMO are expected to catalyze interest in Chinese innovative drugs, with several companies set to present significant clinical trial results [6] Notable Stock Movements - Yasheng Life Services (03319) reported a profit warning, leading to a 13.06% increase in its stock price [7] - Great Wall Motors (02333) saw a strong performance with a 10.21% rise following the pre-sale of its new model [8] - Xtep International (01368) and ZTE Corporation (00763) also experienced significant gains of 7.33% and 7.22% respectively [9][10] - Conversely, Hua Hong Semiconductor (01347) faced a decline of 6.2% due to news of a planned acquisition [11] and Standard Chartered Group (02888) dropped 5.29% amid allegations of illegal payments [12]

Market Overview - The Hong Kong stock market experienced a pullback after an initial rise, with the Hang Seng Index closing down 0.37% at 25,176.85 points and a total trading volume of HKD 312.78 billion [1] - The market is currently in a phase of volatility with a lack of clear trading themes, as significant domestic and international events are awaited [1] Blue-Chip Stocks Performance - JD Health (06618) led the blue-chip stocks, rising 8.41% to HKD 66.4, contributing 9.14 points to the Hang Seng Index [2] - Other notable performers included Alibaba Health (00241) up 3.56%, and ZTO Express (02057) up 3.14%, while China Shenhua (01088) and Master Kong (00322) saw declines [2] Sector Highlights - The technology sector showed mixed results, with Tencent down 0.84% and Alibaba up 0.42% [3] - The film and entertainment sector saw strong gains, with companies like Lingmeng Media (09857) and Reading Group (00772) rising significantly [3][4] - The brokerage sector continued its upward trend, with notable increases in shares of CITIC Securities (06030) and Guotai Junan (01456) [4] Pharmaceutical Sector - Several pharmaceutical stocks rose, driven by upcoming academic conferences such as WCLC and ESMO, which are expected to reveal new data [5][6] - Notable gainers included Zhonghui Biotech (02627) and Junshi Biosciences (01877), both seeing significant increases in their stock prices [5] Noteworthy Stock Movements - Yasheng Services (03319) announced a profit warning, leading to a 13.06% increase in its stock price [7] - Great Wall Motors (02333) saw a strong performance with a 10.21% rise following the pre-sale of its new model [8] - Xtep International (01368) reported a 7.33% increase after announcing its mid-year results [9] - ZTE Corporation (00763) rose 7.22% amid growing demand for AI data centers [10] - Hua Hong Semiconductor (01347) fell 6.2% due to news of a planned acquisition [11] - Standard Chartered (02888) faced a decline of 5.29% following allegations of illegal payments [12]

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 唐均君（ 董事會主席 ） 白鵬（ 總裁 ） 非執行董事 董事會會議日期通知 華虹半導體有限公司（「本公司」）特此通知，本公司謹訂於二零二五年八月二十八 日（星期四）上午十時舉行董事會會議，以商討下列事項： 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，二零二五年八月十八日 於本公告日期，本公司董事分別為： 執行董事 （於香港註冊成立之有限公司） （股份代號：01347） 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 1. 考慮及批准刊發本公司及其附屬公司截至二零二五年六月三十日止未經審核 中期業績；及 2. 商議任何其他事項。 ...

Core Viewpoint - Huahong Semiconductor plans to acquire controlling stake in Shanghai Huahong Microelectronics to resolve industry competition issues related to its IPO commitments, while also raising funds through share issuance and cash payment [1][3]. Group 1: Acquisition Details - The acquisition targets assets related to the 65/55nm and 40nm processes, which are in direct competition with Huahong's existing operations [1][2]. - The transaction is classified as a related party transaction but will not change the actual controller of the company and does not constitute a restructuring [1][3]. - The acquisition is currently in the planning stage, with initial discussions involving several investment funds and companies [2]. Group 2: Market Reaction - Following the announcement, Huahong's stock price on the Hong Kong market fell by over 9%, despite a previous increase of 16.6% in the week prior [1]. - Some investors expressed concerns that the acquisition involves mature process assets rather than advanced ones, leading to a perception that the deal is below expectations [1]. Group 3: Industry Context - The acquisition is part of Huahong's commitment made during its IPO to eliminate competition with Huahong Microelectronics, which operates similar process nodes [3][4]. - Huahong's manufacturing capabilities include the first fully automated 12-inch IC production line in mainland China, with a monthly capacity of 38,000 wafers [3]. - The company aims to enhance its 12-inch production capacity to meet the growing demand in the semiconductor market, with a focus on specialty processes [6][7]. Group 4: Future Prospects - The acquisition is expected to address capacity shortfalls and improve profitability through synergies [7]. - Huahong's revenue from 12-inch wafers has been increasing, with a significant rise in revenue contribution from this segment in the second quarter of 2025 [6].