本文源自：智通财经网 智通财经获悉，芯片股午后拉升，截至发稿，中芯国际(00981)涨3.39%，报51.9港元；华虹半导体 (01347)涨2.13%，报40.85港元；晶门半导体(02878)涨1.1%，报0.46港元。 消息面上，据网信中国消息，近日，英伟达算力芯片被曝出存在严重安全问题。此前，美议员呼吁要求 美出口的先进芯片必须配备"追踪定位"功能。美人工智能领域专家透露，英伟达算力芯片"追踪定 位""远程关闭"技术已成熟。为维护中国用户网络安全、数据安全，依据《网络安全法》《数据安全 法》《个人信息保护法》有关规定，国家互联网信息办公室于2025年7月31日约谈了英伟达公司，要求 英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。 ...

消息面上，据网信中国消息，近日，英伟达算力芯片被曝出存在严重安全问题。此前，美议员呼吁要求 美出口的先进芯片必须配备"追踪定位"功能。美人工智能领域专家透露，英伟达算力芯片"追踪定 位""远程关闭"技术已成熟。为维护中国用户网络安全、数据安全，依据《网络安全法》《数据安全 法》《个人信息保护法》有关规定，国家互联网信息办公室于2025年7月31日约谈了英伟达公司，要求 英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。 芯片股午后拉升，截至发稿，中芯国际(00981)涨3.39%，报51.9港元；华虹半导体(01347)涨2.13%，报 40.85港元；晶门半导体(02878)涨1.1%，报0.46港元。 ...

Core Viewpoint - Chip stocks experienced a rally in the afternoon, with notable increases in share prices for companies like SMIC, Hua Hong Semiconductor, and Jingmen Semiconductor, amidst concerns regarding security vulnerabilities in NVIDIA's computing chips [1] Group 1: Stock Performance - SMIC (00981) rose by 3.39%, reaching HKD 51.9 [1] - Hua Hong Semiconductor (01347) increased by 2.13%, reaching HKD 40.85 [1] - Jingmen Semiconductor (02878) saw a rise of 1.1%, reaching HKD 0.46 [1] Group 2: Security Concerns - Recent reports revealed serious security issues with NVIDIA's computing chips [1] - U.S. lawmakers have called for advanced chips exported from the U.S. to include "tracking and positioning" features [1] - Experts in the U.S. AI sector indicated that NVIDIA's "tracking and positioning" and "remote shutdown" technologies are now mature [1] Group 3: Regulatory Actions - To ensure network and data security for Chinese users, the National Internet Information Office has engaged with NVIDIA regarding the security risks associated with the H20 computing chip sold to China [1] - NVIDIA has been requested to provide explanations and relevant documentation concerning the security vulnerabilities and backdoor risks of the H20 chip by July 31, 2025 [1]

Core Viewpoint - Huahong Semiconductor (01347) experienced a 4.5% increase in stock price, reaching HKD 41.8 per share with a trading volume of HKD 1.296 billion [1] Company Overview - Huahong Semiconductor is a leading specialty foundry company focused on embedded and standalone non-volatile memory, power devices, analog and power management, as well as logic and RF technologies [1] - The company operates three 8-inch wafer fabs in Shanghai (Jinqiao and Zhangjiang) and one 12-inch fab in Wuxi, with a monthly production capacity of approximately 180,000 wafers and 75,000 wafers respectively [1] - Huahong offers customizable process options across various technology nodes from 1.0 micron to 65/55 nanometers, serving emerging sectors such as electric vehicles, green energy, and the Internet of Things [1] Financial Performance - As of the first quarter of 2025, Huahong Semiconductor reported total revenue of HKD 3.883 billion and a net profit of HKD 26.9182 million [1] - The company is set to disclose its second quarter financial report for the fiscal year 2025 on August 7 [1]

格隆汇7月31日｜或因英伟达被国家网信办约谈，港A两地芯片股午后拉升。A股凯格精机涨超15%，硕 贝德涨超8%，博杰股份、富创精密涨超7%，臻镭科技、菲利华、寒武纪涨超6%，华虹公司、景嘉微涨 超5%，美埃科技、和林微纳、富信科技、国科微涨超4%；港股中芯国际、华虹半导体涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | 总市值 | | | | --- | --- | --- | --- | --- | --- | --- | | 301338 | 凯格精机 | (0) | 15.78% | 57.78亿 | | | | 300322 | 硕贝德 | | 8.39% | 95.2亿 | | | | 002975 | 博杰股份 | | 7.91% | 68.3亿 | | | | 688409 | 富创精密 | | 7.59% | 181.34 Z | | | | 688270 | 臻镭科技 | | 6.91% | 113.96亿 | | | | 688498 | XD源杰科 | | 6.88% | 207.99亿 | | | | 300395 | 菲利华 | | 6.27% | 444.14亿 | | | ...

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：2025-018 港股代码：01347 港股简称：华虹半导体 华虹半导体有限公司 关于首次公开发行部分战略配售限售股上市流通公告 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。 重要内容提示： 二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次限售股形成后至今，公司A股股本数量未发生变化，共计407,750,000股。本次限售股形成后至今， 公司港股股本数量由于购股权行使等原因有所增加。 ● 本次股票上市类型为首发战略配售股份（限售期24月）；股票认购方式为网下，上市股数为 16,310,000股。本公司确认，上市流通数量等于该限售期的全部战略配售股份数量。 ● 本次股票上市流通总数为16,310,000股。 ● 本次股票上市流通日期为2025年8月7日。 一、本次上市流通股的限售股类型 根据中国证券监督管理委员会于2023年6月6日出具的《关于同意华虹半导体有限公司首次公开发行股票 注册的批复》（证监许可〔2 ...

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。 重要内容提示： ? 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为16,310,000股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 证券代码：688347 证券简称：华虹公司 公告编号：2025-018 港股代码：01347 港股简称：华虹半导体 华虹半导体有限公司 ? 本次股票上市流通总数为16,310,000股。 ? 本次股票上市流通日期为2025 年 8 月 7 日。 一、本次上市流通股的限售股类型 根据中国证券监督管理委员会于 2023 年 6 月 6 日出具的《关于同意华虹半 导体有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1228 号），并 经 上海 证券交易所同 意，公司首次向社会公开发行人 民币普通股（A 股） 本次上市流通的限售股均为公司首次公开发行战略配售限售股，限售股股东 数量为 2 名，均系公司首次公开发行 A 股股票的保荐人进行跟投的子公司，限售 期为自公司 A 股股票上市 ...

Group 1 - The core point of the article highlights the performance and holdings of the Yin Hua Digital Economy Stock Initiation C fund, which has a latest net value of 1.4101 yuan, reflecting a decline of 1.78% [1] - The fund's performance over the past month shows a return of 1.75%, ranking 340 out of 352 in its category; over the past six months, it has returned 3.91%, ranking 286 out of 342; and since the beginning of the year, it has achieved a return of 8.62%, ranking 218 out of 340 [1] - The top ten holdings of the fund account for a total of 49.75%, with significant positions in companies such as SMIC (8.44%), Xiaomi Group-W (8.33%), and Ninebot (8.18%) [1] Group 2 - The Yin Hua Digital Economy Stock Initiation C fund was established on May 20, 2022, and as of June 30, 2025, it has a total scale of 1.49 billion yuan [1] - The fund manager, Wang Xiaochuan, holds a master's degree from Tsinghua University and has been with Yin Hua Fund since July 2016, previously serving as a researcher in transportation, coal, and media industries [1]

Group 1: Macroeconomic Dynamics - The Chinese government will provide childcare subsidies for infants born after January 1, 2022, until they reach three years old, starting from January 1, 2025 [1] - The subsidy aims to support families during the critical early years of child development, aligning with international practices [1] Group 2: Immigration and Travel - Chinese passport holders can now travel to over 90 countries and regions without a visa or with a visa on arrival, improving the passport's global ranking from 72nd to 60th [2] Group 3: Industry Competition - The China Metal Materials Circulation Association has called for an end to "involution-style" competition in the steel circulation industry, advocating for fair competition based on product quality and innovation [3] Group 4: Financial Institutions - HSBC's Swiss private banking division is under investigation by Swiss and French authorities for alleged money laundering activities, which may have significant implications for the company [7] Group 5: Market Data - As of July 30, the Shanghai Composite Index rose by 0.17%, while the ChiNext Index fell by 1.62%, with a total market turnover of approximately 1.844 trillion yuan [8] - The financing balance in the two markets increased by 15.271 billion yuan, reaching a total of 1.962 trillion yuan [9] Group 6: Company Dynamics - New Oriental's stock fell over 11% in pre-market trading due to revenue forecasts for the first fiscal quarter of 2026 being below market expectations [11][12] - Long River Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [18] - Digital Certification will change its controlling shareholder to Beijing Data Group, following a transfer of state-owned shares [19]

Core Points - The company announced the listing of strategic placement shares from its initial public offering, with a lock-up period of 24 months [1] - The total number of shares available for trading is 16,310,000 [1] - The shares will become tradable on August 7, 2025 [1]