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。 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《關於首次 公開發行部份戰略配售限售股上市流通公告》及《國泰海通證券股份有限公司關於 華虹半導體有限公司首次公開發行部份戰略配售限售股上市流通的核查意見》，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，二零二五年七月三十日 於本公告日期，本公司董事分別為： 執行董事： 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。 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：2025-01 ...

2024年1至12月份，华虹公司的营业收入构成为：集成电路行业占比100.0%。 （文章来源：每日经济新闻） 华虹公司（SH 688347，收盘价：58.48元）7月30日晚间发布公告称，公司限售股份1631万股将于2025 年8月7日解禁并上市流通，占公司总股本比例为0.94%。 ...

| 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： 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。 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。 三、本次上市流通的限售股的有关承诺 本次上市流通的限售股属于公司首次公开发行战略配售限售股，2 名参与战 略配售的投资者承诺获得本次配售的股票限售期限为自公司首次公开发行 A 股 股票并上市起 24 个月。限售期届满后，参与战略配售的投资者对获配股份的减 持适用中国证监会和上交所关于股份减持的有关规定。 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 ...

国泰海通证券股份有限公司 关于华虹半导体有限公司 首次公开发行部分战略配售限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 华虹半导体有限公司（以下简称"华虹公司"或"公司"）首次公开发行人民币 普通股（A股）股票并在科创板上市及持续督导的保荐机构，根据《证券发行上市 保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所 科创板上市公司自律监管指引第1号——规范运作》等法律法规的相关规定，对华 虹公司首次公开发行A股部分战略配售限售股上市流通事项进行了核查，核查情况 及核查意见如下： 一、本次上市流通股的限售股类型 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。 1 三、本次上市流通的限售股的有关承诺 本次上市流通的限售股属于公司首次公开发行战略配售限售股，2名参与战略 配售的投资者承诺获得本次配售的股票限售期限为自公司首次公开发行A股股票并 上市起24个月。限售期届满后，参与战略配售的投资者对获配股份的减持适用中 国证监会和上交所关于股份减持的 ...

港股半导体板块持续走低，华虹半导体(01347.HK)跌超6%，中芯国际(00981.HK)跌超5%，上海复旦 (01385.HK)、晶门半导体(02878.HK)、宏光半导体(06908.HK)等跟跌。 ...

Group 1 - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index dropped by 1.57%. The morning trading volume in Hong Kong stocks was HKD 148.2 billion [1] - The Hang Seng Biotechnology Index rose by 1.77%, with notable gains from MicroPort Medical (00853) up 9.7%, MicroPort NeuroScience (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1] - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% after announcing the construction of a modular biomanufacturing facility in Singapore [1] Group 2 - Mindray Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure the MicroPort cardiac rhythm management business, enhancing its product pipeline [2] - Insurance stocks continued to rise, with New China Life Insurance (01336) up 4.47% and China Life Insurance (02628) increasing by 1.5% [3] Group 3 - 361 Degrees (01361) rose by 6.5%, with the company showing steady revenue growth, and institutions expect strong revenue growth for the full year [4] - Dreamscape (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a long-term strategic partner [5] Group 4 - GAC Group-B (01167) surged over 20% as a concerted action party increased its holdings by over 60,000 shares, raising its stake to 25.36% [6] - Semiconductor stocks collectively declined, with Hua Hong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74% [6]

Market Overview - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index decreased by 1.57%. The early trading volume in Hong Kong stocks was HKD 148.2 billion [1]. Biotechnology Sector - The Hang Seng Biotechnology Index rose by 1.77%. Notable gainers included MicroPort Medical (00853) up 9.7%, MicroPort NeuroTech (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1]. - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% following the announcement of the construction of a modular biologics manufacturing facility in Singapore [1]. - Fosun Pharma (02196) gained over 5% after acquiring exclusive rights for the innovative Alzheimer's drug AR1001 [1]. - HeartCare Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure MicroPort's cardiac management business, enhancing its product pipeline [1]. Insurance Sector - Insurance stocks continued their upward trend, with New China Life Insurance (01336) rising by 4.47% to reach a new high, and China Life Insurance (02628) increasing by 1.5% [2]. Consumer Sector - 361 Degrees (01361) rose by 6.5%, with institutions expecting strong revenue growth for the full year [3]. - Dreamland (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a strategic shareholder from the upstream development sector [4]. Semiconductor Sector - Gako Technology-B (01167) surged over 20% as a concerted action party increased its stake by over 60,000 shares, raising its total holding to 25.36% [5]. - Semiconductor stocks collectively declined, with Huahong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74%. Nvidia's order for 300,000 H20 chips and Morgan Stanley's comments on the potential impact of the 520 unlock on local industry sentiment contributed to this decline [5].

Group 1 - The semiconductor sector in Hong Kong is experiencing a continuous decline [1] - Hua Hong Semiconductor has dropped over 5% [1] - SMIC (Semiconductor Manufacturing International Corporation) has decreased nearly 4% [1] - Other companies such as Jingmen Semiconductor and Shanghai Fudan are also following the downward trend [1]

Group 1 - The Hong Kong stock market indices collectively declined, with technology and new energy vehicle stocks mostly falling, including significant drops in Li Auto and Xpeng Motors [1] - Li Auto's first pure electric SUV, the Li i8, was officially launched with a price range of 321,800 to 369,800 yuan, which is lower than the previously announced pre-sale price of 350,000 to 400,000 yuan [1] - Morgan Stanley's view indicates that the initial price of the Li i8 is slightly above expectations, with market focus on the competitiveness of hardware specifications, particularly for the Pro version [1] Group 2 - As of July 29, the latest valuation of the Hang Seng Technology Index ETF (513180) is 22.16 times, which is below 76% of the time since the index was launched on July 27, 2020, indicating a relative undervaluation [2] - The Hang Seng Technology Index is currently in a historically undervalued range, with characteristics of high elasticity and high growth, suggesting greater upward momentum [2] - Investors without a Hong Kong Stock Connect account can access Chinese AI core assets through the Hang Seng Technology Index ETF (513180) [2]

Core Viewpoint - Semiconductor stocks experienced a collective decline, with notable drops in companies such as Huahong Semiconductor, SMIC, ASMPT, and Shanghai Fudan, reflecting market sentiment influenced by Nvidia's recent actions and TSMC's performance [1] Group 1: Stock Performance - Huahong Semiconductor (01347) fell by 4.96%, closing at HKD 40.25 [1] - SMIC (00981) decreased by 4.12%, ending at HKD 51.15 [1] - ASMPT (00522) dropped by 2.74%, with a closing price of HKD 67.45 [1] - Shanghai Fudan (01385) saw a decline of 1.95%, closing at HKD 32.75 [1] Group 2: Nvidia and TSMC Developments - Nvidia has officially placed an order for 300,000 H20 chips with TSMC, supplementing an existing inventory of 600,000 to 700,000 H20 chips [1] - Reports indicate that Nvidia has informed clients of limited inventory for H20 AI chips and currently has no plans to restart production [1] Group 3: Market Sentiment and Future Outlook - Morgan Stanley noted that the release of H20 chips is beneficial for AI data center hosting companies but negatively impacts local semiconductor supply chain leaders like SMIC [1] - TSMC reported a net profit of nearly NT$398.3 billion in Q2 2025, a year-on-year increase of approximately 61%, marking a record high for quarterly net profit and the highest growth rate in three years [1] - Analysts suggest that the global semiconductor growth remains optimistic, with potential price increases from leading foundries and a positive outlook for Q2 performance [1]