智通财经APP获悉，港股今日冲高回落，恒指及国指尾盘集体转跌，恒科指涨幅收窄至0.65%，此前一 度涨超2%。截止收盘，恒生指数跌0.37%或93.22点，报25176.85点，全日成交额为3127.83亿港元；恒 生国企指数跌0.06%，报9033.68点；恒生科技指数涨0.65%，报5579.18点。 华泰证券指出，8月以来，指数层面震荡中枢仍在上移，但波动率明显放大。当下，市场处于交易主线 相对缺乏、海外及国内重要事件等待验证的关键阶段，也正是仓位调整的窗口期，对后续行情并不悲 观。中报视角下，建议关注高景气估值性价比的游戏、互联网电商龙头；估值修复较多但业绩预喜率 高、增长预期有望上修的创新药和大金融，包括香港本地金融股。 蓝筹股表现 京东健康(06618)领涨蓝筹。截至收盘，涨8.41%，报66.4港元，成交额15.41亿港元，贡献恒指9.14点。 今年上半年，公司实现营收353亿元，同比增长24.5%，经调整经营利润25亿元，同比增长57%，经调整 净利润36亿元，同比增长35%。中金称，公司上半年两个季度基本面均超出市场预期，叠加港股估值整 体上升，公司作为多个指数的权重股亦迎来强劲表现。 其他 ...

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。 ...

21世纪经济报道记者 张赛男 8月17日晚间，华虹公司（688347.SH、01347.HK）发布重磅公告，拟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（简称"华力微"）控股权，同时配套募集资金。 公开信息显示，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。 从收购目的来看，主要为了解决IPO承诺的同业竞争事项。本次交易构成关联交易，但不会导致公司实 际控制人发生变更，不构成重组上市。 华虹公司A股自2025年8月18日开市起停牌，预计停牌时间不超过10个交易日。不过，华虹半导体港股 并未停牌，8月18日，公司股价开盘下跌，一度跌超9%。就在上周，华虹半导体港股股价累计涨幅已达 16.6%。 注入资产为何会导致股市资金撤退？ 从部分投资者反馈来看，华虹当前收购的是成熟制程资产，而非先进制程，故认为收购低于预期。 不过，21世纪经济报道记者注意到，解决同业竞争本就是针对重合工艺平台，也就是华力微与华虹重合 的65/55nm等工艺节点，而先进制程工艺并不在同业竞争范畴之内。 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存在同业 ...

Core Viewpoint - Huahong Semiconductor Co., Ltd. is planning to acquire controlling stakes in Shanghai Huahong Microelectronics Co., Ltd. to resolve competition issues related to its IPO commitments [1] Group 1 - The acquisition will involve issuing shares and cash payments to purchase the equity corresponding to the assets of Huahong Micro that are in competition with Huahong Semiconductor in the 65/55nm and 40nm segments [1] - The targeted assets are currently in the process of being separated [1] - To prevent significant impacts on the company's stock price, Huahong Semiconductor has applied for a trading suspension, effective from August 18, with an expected duration of no more than 10 trading days [1]

半导体晶圆代工巨头华虹公司（688347.SH，股价78.5元/股，市值1357.64亿元）迎来大动作。8月17日 晚间，华虹公司公告拟收购华虹五厂，公司自8月18日开市起停牌。 证券简称:毕虹公司 证券代码:688347 公告编号:2025-019 港股简称:毕虹半导体 港股代码:01347 华虹半导体有限公司 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: | | | 一、停牌事由和工作安排 为解决IPO 承诺的同业竞争事项,华虹半导体有限公司(以下简称"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(以下简称"本次交易")。 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 ...

8月17日，华虹公司发布停牌公告称，为解决同业竞争事项，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。 其中，华虹公司与华力微在65/55nm工艺节点存在部分业务重合。早前，华虹集团还曾将存在业务重合 的三个工艺平台业务进行了分割，65/55nm独立式非易失性存储器和嵌入式非易失性存储器工艺平台相 关业务，由华虹公司承接；65/55nm逻辑与射频工艺平台相关业务，由华力微承接。 此外，华虹公司与华力微虽同属晶圆代工领域，但定位及主要工艺技术平台有所不同。华虹公司主要定 位于特色工艺，工厂产线以8英寸为主；华力微主要定位于先进逻辑工艺，工厂产线以12英寸为主。 这也就意味着，通过此次收购，华虹公司或将大幅增加其12英寸晶圆代工能力。中信建投也在研报中指 出，此次交易不仅是履行集团承诺的重要步骤，更是华虹实现资源整合、优化工艺平台布局的重要举 措，有望进一步强化其在特色工艺和中高端逻辑制程的市场竞争力。 此次收购并非一时兴起。在2023年8月华虹公司登陆科创板时，其控股股东华虹集团曾承诺，自华虹公 司科创板上市之日起三年内，按照国家战略部署安排 ...

Group 1 - The core point of the article highlights the recent stock performance of Huahong Semiconductor, which saw a decline of 4.99% to 48.74 CNY per share, with a trading volume of 4.494 billion CNY [1] - Huahong Semiconductor is recognized as a leading specialty foundry company, focusing on innovative processes for embedded/non-volatile memory, power devices, analog and power management, and logic and RF technologies [1] - The company operates three 8-inch wafer fabs in Shanghai and Zhangjiang, and one 12-inch fab in Wuxi, with a monthly production capacity of approximately 180,000 and 75,000 wafers respectively [1] Group 2 - As of the mid-year report in 2025, Huahong Semiconductor reported total revenue of 7.925 billion CNY and a net profit of 83.7699 million CNY [1] - The company's products are widely used in emerging fields such as electric vehicles, green energy, and the Internet of Things [1] - Huahong Semiconductor offers customizable process options across various technology nodes ranging from 1.0 micron to 65/55 nanometers [1]

Group 1: Hong Kong Stocks - Ascentage Pharma-B (06855) opened over 5% higher after receiving FDA and EMA approval for its drug, Lisenglitazone, for high-risk MDS in Phase III clinical trials [1] - Haijia Medical (06078) fell over 5% following a profit warning, expecting a mid-term net profit decline of approximately 34% to 39% due to factors like centralized procurement and increased depreciation from new hospitals [1] - Hua Hong Semiconductor (01347) dropped over 6% as it announced plans to acquire a controlling stake in Shanghai Huali Microelectronics to address industry competition [1] - Zhonghui Biotech-B (02627) rose over 8% after receiving IND approval for its recombinant respiratory syncytial virus vaccine in both the US and China [1] - NetDragon (00777) surged over 10% after forming a strategic alliance with Zhongke Wenge to promote AI technologies abroad [1] - Great Wall Motors (02333) increased over 12% following the completion of its factory in Brazil, with an initial production capacity of 30,000 vehicles per year [1] - Yuewen Group (00772) rose over 20% as its first-half performance exceeded expectations, benefiting from growth in licensing business and steady performance of short dramas [1] Group 2: Other Notable Stocks - Huirui Group (00806) increased over 8% after reporting first-half results that met market expectations and is applying for MRF mutual recognition for other products [2] - Soundon Technology (02495) surged nearly 30% after announcing a projected net profit exceeding 50 million yuan for the first half, marking a turnaround from losses [2] - Robotics concept stocks saw significant gains, with Jinshang Machine Tool (01651) up over 11% and Lijin Technology (00558) up over 3% [2] Group 3: US Stocks - Intel (INTC.US) rose 2.93% amid reports of negotiations with the Trump administration for government investment to support domestic manufacturing [3] - Hesai Technology (HSAI.US) increased 9.73% after reporting over 50% year-on-year revenue growth for Q2 2025 [3] - UnitedHealth (UNH.US) surged 11.98% following Berkshire Hathaway's new investments in the company [3] - NIO (NIO.N) rose 8.09% as it announced the upcoming launch of its new ES8 model [4] - Xunlei (XNET.US) continued to rise by 26.53% after reporting a 30.6% year-on-year revenue increase for Q2 2025 [5]

Core Insights - Both SMIC and Hua Hong Semiconductor reported significant year-on-year revenue growth in Q2 2025, with SMIC achieving $2.209 billion and Hua Hong Semiconductor reaching $566 million [1][7]. Group 1: SMIC Financial Performance - In Q2 2025, SMIC's revenue was $2.209 billion, with a gross profit of $449.9 million and a gross margin of 20.4%. Compared to the previous quarter, revenue decreased by 1.7% and gross margin fell by 2.1% [1][5]. - SMIC's monthly capacity increased from 973,300 wafers in Q1 2025 to 991,300 wafers in Q2 2025. The company shipped 2.3902 million wafers in Q2, representing a 4.3% increase quarter-on-quarter and a 13.2% increase year-on-year [2][4]. - The revenue distribution by region in Q2 2025 showed that China accounted for 84.1%, the US 12.9%, and the Eurasian region 3.0%, remaining stable compared to Q1 [4]. Group 2: SMIC Revenue Breakdown - In terms of application, consumer electronics contributed 41% of wafer sales, while the industrial and automotive sectors saw a continuous increase, reaching 10.6% in Q2 [2][4]. - The revenue from 8-inch wafers was 23.9%, while 12-inch wafers accounted for 76.1% in Q2 2025 [4]. Group 3: Hua Hong Semiconductor Financial Performance - Hua Hong Semiconductor reported Q2 2025 revenue of $566.1 million, an 18.3% increase from $478.5 million in Q2 2024, and a 4.6% increase from $541.0 million in Q1 2025. The gross profit was $61.6 million, with a gross margin of 10.9% [7][10]. - The company derived 95.6% of its revenue from direct sales of semiconductor wafers, with 83.0% of total revenue coming from sales in China, which grew by 21.8% year-on-year [8][9]. Group 4: Hua Hong Semiconductor Revenue Breakdown - In Q2 2025, consumer electronics contributed $357.4 million, accounting for 63.1% of total revenue, reflecting a 19.8% year-on-year increase [9][10]. - The revenue distribution by region showed that China contributed 83.0%, North America 9.4%, and other Asian regions 5.0% in Q2 2025 [9].

格隆汇8月18日｜华虹半导体(1347.HK)盘中大跌超10%报46.06港元；A股华虹公司停牌。 华虹公司(688347.SH)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控股权，同时配套募集资金。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。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...