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 关于筹划发行股份及支付现金购买资产并募集配套资 ? 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： | 停牌 | | --- | | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | | | | | 期间 | | | 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产重组；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。 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 ...

Core Viewpoint - Huahong Company is planning to acquire a controlling stake in Shanghai Huali Microelectronics to resolve competition issues related to its IPO commitments, with the transaction expected to be structured through a combination of share issuance and cash payment [1] Group 1: Acquisition Details - The acquisition involves assets that are in direct competition with Huahong's operations in the 65/55nm and 40nm segments, specifically related to Huahong's fifth factory [1] - The transaction is classified as a related party transaction but will not result in a change of the company's actual controller or constitute a restructuring listing [1] - The acquisition is still in the planning stage, with initial discussions taking place with potential transaction partners, including Shanghai Huahong (Group) Co., Ltd. and several investment funds [1] Group 2: Market Position - Huahong Company is recognized as one of the leading integrated circuit wafer foundry enterprises globally, ranking fifth in the world and second among companies in mainland China based on 2024 sales figures [2]

Core Viewpoint - Huahong Company (688347.SH) is planning to issue shares and pay cash to acquire the controlling stake of Shanghai Huahong Microelectronics Co., Ltd. to resolve competition issues arising from its IPO commitments, with the stock suspension expected to last no more than 10 trading days starting August 18, 2025 [1][6][4]. Group 1: Transaction Details - The acquisition aims to address the competition issues related to the 65/55nm and 40nm process nodes where Huahong Company and Huahong Micro have overlapping business [6][10]. - The transaction is currently in the planning stage, with preliminary discussions held with potential transaction parties, including Shanghai Huahong (Group) Co., Ltd. and various investment funds [6][9]. - The acquisition is not expected to constitute a major asset restructuring and will not change the actual control of the company [6][9]. Group 2: Financial Performance - In Q2 2025, Huahong Company reported sales revenue of $566.1 million, a year-on-year increase of 18.3% and a quarter-on-quarter increase of 4.6% [12]. - The gross margin for Q2 was 10.9%, up 0.4 percentage points year-on-year and 1.7 percentage points quarter-on-quarter, with a net profit attributable to shareholders of $8 million, reflecting a 19.2% year-on-year increase [12]. - The company expects Q3 sales revenue to be between $620 million and $640 million, with a gross margin between 10% and 12% [12]. Group 3: Market Context - The global semiconductor market reached over $340 billion in the first half of the year, with a year-on-year growth of 18.9% [13]. - The logic semiconductor segment grew by 37%, while memory semiconductors increased by 20% in the same period [13]. - Huahong Company is positioned as a leading foundry in China, with a comprehensive layout in specialty process nodes and a diverse global customer base [13].

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。 ...