Group 1 - Huahong Semiconductor Co., Ltd. is planning to acquire controlling interest in Shanghai Huahong Microelectronics Co., Ltd. to resolve competition issues related to its IPO commitments [2] - The acquisition targets assets related to 65/55nm and 40nm processes, which are currently in the process of being separated [2] - The transaction is expected to demonstrate Huahong Group's commitment to fulfilling its promises and reflects the company's confidence in the future market development of the specialty process wafer foundry industry [2] Group 2 - In the first half of the year, Huahong Company has shown significant improvements in lean management, with continuous ramp-up of 12-inch production capacity and increasing shipment volumes [3] - If the acquisition proceeds smoothly, it is expected to positively impact Huahong Company's 12-inch capacity expansion and the advancement of differentiated specialty processes, contributing to steady growth in the company's performance [3]

Core Viewpoint - Huahong Company is planning to acquire Huahong Fifth Factory to enhance its 12-inch wafer foundry capacity, addressing competition issues and fulfilling commitments made during its IPO [1][2] Group 1: Acquisition Details - The acquisition involves purchasing equity from Huahong Micro, specifically targeting assets that compete with Huahong Company's 65/55nm and 40nm processes [1] - The transaction is in the planning stage, with initial discussions involving several investment entities, and is not expected to constitute a major asset restructuring [2] Group 2: Market Context and Capacity - The demand for semiconductor wafers is expected to exceed supply by the first half of 2025, driven by domestic needs and international IDM companies adopting a "China for China" strategy [2] - Huahong Company's total 8-inch wafer capacity is projected to be 447,000 pieces with a utilization rate of 108.3% in Q2 2025, reflecting a 5.6 percentage point increase from the previous quarter [3] Group 3: Revenue and Growth - In Q2 2025, the revenue from 12-inch wafers increased from $233 million to $334 million year-over-year, indicating a shift in revenue composition towards 12-inch products [4] - The revenue share of 12-inch wafers rose to 59.0% in Q2 2025, up from 48.7% in the same period last year, while the share of 8-inch wafers decreased to 41.0% [3]

Financial Performance - Huayou Cobalt achieved a net profit of 2.711 billion yuan in the first half of 2025, representing a year-on-year increase of 62.26% [1] - Sannong Development reported a net profit of 910 million yuan in the first half of 2025, with a remarkable year-on-year growth of 791.93% [9] - Four-way Optoelectronics recorded a net profit of 84.12 million yuan in the first half of 2025, up 103.41% year-on-year [4] - Xiaogoods City reported a net profit of 1.691 billion yuan in the first half of 2025, reflecting a year-on-year increase of 16.78% [9] - Yiming Foods achieved a net profit of 32.22 million yuan in the first half of 2025, with a year-on-year growth of 21.73% [6] - Ousheng Electric reported a net profit of 115 million yuan in the first half of 2025, marking an 18.52% increase year-on-year [10] - Guangli Micro reported a net profit of 15.68 million yuan in the first half of 2025, showing a significant year-on-year increase of 518.42% [13] Corporate Actions - Hainan Mining plans to invest 300 million yuan to increase its stake in Fengrui Fluorine Industry, acquiring 15.79% equity [2] - Tianyue Advanced has set the final price for its H-share issuance at 42.80 HKD per share, with trading expected to commence on August 20 [3] - Andeli plans to invest approximately 160 million yuan to build a juice processing production line in Suizhong County, which is expected to process 120,000 tons of apples and pears annually [7] - Huahong Company is planning to acquire a controlling stake in Shanghai Huali Microelectronics, with trading suspension starting from August 18 [8] - Xuantai Pharmaceutical's controlling shareholder has voluntarily committed not to reduce its shareholding for 24 months, starting from August 25, 2025 [5] - Honghui New Materials intends to repurchase shares worth between 10 million and 20 million yuan [12]

Core Viewpoint - Huahong Semiconductor (688347) announced a suspension of trading starting August 18, 2025, due to plans for issuing shares and cash to acquire controlling stakes in Shanghai Huahong Microelectronics, along with raising supporting funds. This transaction is expected to be an associated transaction but not a major asset restructuring [1]. Group 1: Transaction Details - The purpose of the transaction is to resolve competition issues related to the IPO commitments, as both Huahong and its indirect controlling shareholder operate in the wafer foundry business [4]. - The transaction involves acquiring the equity corresponding to the assets of Huahong Micro that are in competition with Huahong in the 65/55nm and 40nm nodes [5]. - The transaction is still in the planning stage, with initial discussions taking place with potential transaction parties, including Shanghai Huahong (Group) Co., Ltd. and various investment funds [5]. Group 2: Financial Performance - In Q2 2025, Huahong reported sales revenue of $566 million, a year-on-year increase of 18.3% and a quarter-on-quarter increase of 4.6%. The projected sales revenue for Q3 2025 is estimated to be between $620 million and $640 million [5]. - In Q1 2025, the sales revenue was $541 million, reflecting a year-on-year growth of 17.6% [5]. - The company's stock price has increased by approximately 70% year-to-date [6].

格隆汇8月17日丨华虹半导体(01347.HK)公布，为解决IPO承诺的同业竞争事项，该公司正在筹划以发行 股份及支付现金的方式购买上海华力微电子有限公司(以下简称"华力微")控股权，同时配套募集资金。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所的相关规定，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(星期一)开市起开始停牌，预计停牌时间不超过10个交易日。 本次收购标的资产为上海华力微电子有限公司所运营的与华虹公司在65/55nm和40nm存在同业竞争的资 产(华虹五厂)所对应的股权。目前，该标的资产正处于分立阶段。 ...

Core Viewpoint - Huahong Semiconductor (01347) is planning to acquire a controlling stake in Shanghai Huahong Microelectronics through a combination of issuing shares and cash payments to resolve competition issues related to its IPO commitments [1] Group 1: Acquisition Details - The acquisition target is the equity corresponding to the assets of Shanghai Huahong Microelectronics that compete with Huahong Semiconductor in the 65/55nm and 40nm segments [1] - The assets involved in the acquisition are currently in the process of being separated [1] Group 2: Stock Suspension - To ensure fair information disclosure and protect investor interests, Huahong Semiconductor's stock (ticker: Huahong Company, stock code: 688347) will be suspended from trading starting August 18, 2025, for a period not exceeding 10 trading days [1]

据悉，本次收购标的资产为上海华力微电子有限公司所运营的与华虹公司在65/55nm和40nm存在同业竞 争的资产(华虹五厂)所对应的股权。目前，该标的资产正处于分立阶段。 智通财经APP讯，华虹半导体(01347)发布公告，为解决IPO承诺的同业竞争事项，该公司正在筹划以发 行股份及支付现金的方式购买上海华力微电子有限公司(以下简称"华力微")控股权，同时配套募集资 金。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所的相关规定，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(星期一)开市起开始停牌，预计停牌时间不超过10个交易日。 ...

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《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，二零二五年八月十七日 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 证券代码：688347 证券简称：华虹公司 公告编号：2025-019 港股代码：01347 港股简称：华虹半导体 华虹半导体有限公司 关于筹划发行股份 ...

北京商报讯（记者 马换换 王蔓蕾）8月17日，华虹公司（688347）披露公告称，为解决IPO承诺的同业 竞争事项，公司正在筹划以发行股份及支付现金的方式购买上海华力微电子有限公司（以下简称"华力 微"）控股权，同时配套募集资金。公司股票自8月18日开市起开始停牌，预计停牌时间不超过10个交易 日。 根据《上市公司重大资产重组管理办法》和《上海证券交易所科创板股票上市规则》等相关法规，本次 交易预计不构成重大资产重组；本次交易构成关联交易，但不会导致华虹公司实际控制人发生变更，不 构成重组上市。 公告显示，本次收购标的资产为华力微所运营的与华虹公司在65/55nm和40nm存在同业竞争的资产（华 虹五厂）所对应的股权。目前，该标的资产正处于分立阶段。 华虹公司表示，本次交易事项尚处于筹划阶段，公司目前正与交易意向方接洽，初步确定的交易对方为 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），最终交易对方以重组预 案或重组报告书披露的信息为准。 交易行情显示，8月15日，华虹公司股价收涨11.35%， ...

| 证券代码：688347 | 证券简称：华虹公司 公告编号：2025-019 | | --- | --- | | 港股代码：01347 | 港股简称：华虹半导体 | 关于筹划发行股份及支付现金购买资产并募集配套资 金暨关联交易事项的停牌公告 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。 重要内容提示： 证券停复牌情况：适用 因筹划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事项,本公司的 相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 期间 | | | | 688347 | 华虹公司 | A 股 | 停牌 | 2025/8/18 | | | | 一、停牌事由和工作安排 华虹半导体有限公司 （一）交易标的基本情况 本次收购标的资产为上海华力微电子有限公司所运营的与华虹公司在 65/55nm 和 40nm 存在同业竞 ...