HUA HONG SEMI(01347)

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华虹半导体(01347) - 海外监管公告 -《关於筹划发行股份及支付现金购买资產并募集配套资金暨关...

2025-08-24 10:06
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。 執行董事: 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進展公告》, 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,二零二五年八月二十四日 於本公告日期,本公司董事分別為: 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进展公告 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。 唐均君 (董事會主席) 白鵬 (總裁) 非 ...
华虹公司(688347) - 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进展公告

2025-08-24 08:00
| A | 股代码:688347 | A | 股简称:华虹公司 | 公告编号:2025-020 | | --- | --- | --- | --- | --- | | 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 金暨关联交易事项的停牌进展公告 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。 1/2 【 】 【 】 关各方正在就本次交易方案进行沟通、协商和确定。鉴于上述事项尚存在不确定 性,根据上海证券交易所的相关规定,公司 A 股股票将继续停牌。 截至本公告披露日,本次交易正处于筹划阶段,交易各方尚未签署正式的交 易协议,具体交易方案仍在商讨论证中,尚存在不确定性。本次交易尚需提交公 司董事会、股东大会审议,并经监管机构批准后方可正式实施,最终能否通过审 批尚存在不确定性。 公司将根据本次交易的进展情况,严格按照有关法律法规的规定和要求履行 信息披露义务。待相关重大事项确定后,公司将及时发布相关公告并申请公司股 票复牌。敬请广大投资者关 ...
中信保诚基金管理有限公司 关于旗下部分基金所持“华虹公司”估值方法调整的提示性公告

Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-23 17:46
特此公告。 中信保诚基金管理有限公司 二〇二五年八月二十三日 根据《中国证监会关于证券投资基金估值业务的指导意见》(中国证券监督管理委员会公告[2017]13 号)等有关规定,中信保诚基金管理有限公司(以下简称"本公司")经与基金托管人协商一致,自2025 年8月22日起,对本公司旗下部分基金持有的停牌股票"华虹公司"(证券代码:688347)采用"指数收益 法"进行估值。 本公司将综合参考各项相关影响因素并与基金托管人协商,自上述股票复牌且其交易体现活跃市场交易 特征后,将恢复为采用当日收盘价格进行估值,届时将不再另行公告。 投资者可以登录基金管理人网站(www.citicprufunds.com.cn)或拨打基金管理人的客户服务电话(400- 666-0066)咨询有关详情。 风险提示 本基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金财产,但不保证基金一定盈利,也不保 证最低收益和本金安全。基金的过往业绩并不代表其将来表现。投资有风险,敬请投资人认真阅读基金 的法律文件及相关公告,关注基金特有风险,并选择适合自身风险承受能力的投资品种进行投资。 MACD金叉信号形成,这些股涨势不错! ...
华虹半导体拟收购成熟制程资产 整合进度低于市场预期
Zhong Guo Jing Ying Bao· 2025-08-22 20:34
Core Viewpoint - The semiconductor market is experiencing a significant merger event as Huahong Semiconductor plans to acquire controlling stakes in Shanghai Huahong Microelectronics to resolve industry competition issues related to its IPO commitments [2][3]. Group 1: Acquisition Details - Huahong Semiconductor is planning to acquire the equity of Huahong Micro's Wafer Fab 5 through a combination of issuing shares and cash payments, while also raising funds to support this acquisition [2]. - The acquisition specifically targets Wafer Fab 5 and does not include the advanced process Wafer Fab 6, leading to investor concerns that the transaction may fall short of expectations and potentially violate IPO commitments [2][7]. - The acquisition is part of Huahong Semiconductor's commitment made during its IPO to eliminate competition within the same industry, as stated in a supplementary commitment letter issued at the time of its listing [3][4]. Group 2: Market Reactions and Concerns - Following the announcement of the acquisition, Huahong Semiconductor's H-shares experienced a decline of 7.37% from August 18 to 21, attributed to concerns over share dilution and uncertainties surrounding the acquisition [2]. - Analysts noted that the issuance of shares for the acquisition could dilute existing shareholders' equity, leading to fears of short-term pressure on earnings per share [3]. Group 3: Implications of Industry Competition - The acquisition is expected to address the overlapping business operations between Huahong Semiconductor and Huahong Micro, particularly in the 65/55nm and 40nm process nodes, thereby enhancing governance clarity and operational independence [6]. - Industry experts highlighted that resolving competition issues could improve resource allocation efficiency and mitigate risks associated with internal competition, which can dilute profits and cash flow [5][6]. Group 4: Strategic Benefits - The acquisition is seen as a strategic move to enhance Huahong Semiconductor's production capacity and market competitiveness, particularly in the 12-inch wafer segment, which is crucial for the company's growth [10][12]. - The integration of Wafer Fab 5 is expected to accelerate Huahong Semiconductor's ability to convert production capacity into revenue and strengthen its position in the domestic mature process market [12]. - The transaction aligns with the company's strategy to transition towards 12-inch wafer production, which is anticipated to significantly increase revenue potential, with estimates suggesting an annual revenue increase of over $500 million if Wafer Fab 5 reaches full production capacity [11][12].
港股通8月22日成交活跃股名单
Zheng Quan Shi Bao Wang· 2025-08-22 15:45
Group 1 - The Hang Seng Index rose by 0.93% on August 22, with southbound trading totaling HKD 159.704 billion, including HKD 82.435 billion in buying and HKD 77.269 billion in selling, resulting in a net buying amount of HKD 5.166 billion [1] - The southbound trading through the Shenzhen Stock Connect had a total trading amount of HKD 59.793 billion, with net buying of HKD 4.574 billion, while the Shanghai Stock Connect had a total trading amount of HKD 99.911 billion, with net buying of HKD 0.591 billion [1] - The most actively traded stock by southbound funds was SMIC, with a total trading amount of HKD 135.57 billion, followed by Tencent Holdings and Hua Hong Semiconductor with trading amounts of HKD 67.43 billion and HKD 55.11 billion respectively [1] Group 2 - Among the stocks with net buying, Kuaishou-W had the highest net buying amount of HKD 11.73 billion, with a closing price increase of 4.39%, followed by SMIC with a net buying amount of HKD 10.93 billion and Meituan-W with HKD 10.09 billion [1][2] - Xpeng Motors-W had the highest net selling amount of HKD 13.09 billion, despite a closing price increase of 13.60%, while Xiaomi Group-W and Hua Hong Semiconductor had net selling amounts of HKD 9.03 billion and HKD 7.50 billion respectively [1][2] - Tencent Holdings recorded a continuous net buying for 6 days, with a total net buying amount of HKD 60.33 billion during this period [2]
港股通(沪)净买入5.91亿港元
Zheng Quan Shi Bao Wang· 2025-08-22 15:45
Market Overview - On August 22, the Hang Seng Index rose by 0.93%, closing at 25,339.14 points, with a total net inflow of HKD 5.166 billion through the southbound trading channel [1] - The total trading volume for the southbound trading was HKD 159.704 billion, with a net buy of HKD 5.166 billion [1] Trading Activity - In the Shanghai-Hong Kong Stock Connect, the trading volume was HKD 99.911 billion with a net buy of HKD 0.591 billion, while in the Shenzhen-Hong Kong Stock Connect, the trading volume was HKD 59.793 billion with a net buy of HKD 4.574 billion [1] - The most actively traded stock in the Shanghai-Hong Kong Stock Connect was SMIC, with a trading volume of HKD 8.649 billion, followed by Tencent Holdings and Alibaba-W, with trading volumes of HKD 4.385 billion and HKD 3.437 billion, respectively [1] Stock Performance - In terms of net buy amounts, Meituan-W had the highest net buy of HKD 0.613 billion, closing with a price increase of 1.11% [1] - Xiaomi Group-W experienced the highest net sell amount of HKD 0.751 billion, closing with a price increase of 2.34% [1] - In the Shenzhen-Hong Kong Stock Connect, SMIC led with a net buy of HKD 0.879 billion, closing with a price increase of 10.06% [2] - Xiaopeng Motors-W had the highest net sell amount of HKD 0.848 billion, closing with a price increase of 13.60% [2] Active Stocks Summary - The top active stocks in the southbound trading included: - SMIC: Trading volume of HKD 49.08 billion, net buy of HKD 0.879 billion, and a daily increase of 10.06% [2] - Tencent Holdings: Trading volume of HKD 23.58 billion, net sell of HKD 0.084 billion, and a daily increase of 1.18% [2] - Huahong Semiconductor: Trading volume of HKD 21.97 billion, net sell of HKD 0.061 billion, and a daily increase of 17.85% [2]
港股收评:午后持续拉升,恒科指大涨2.7%,半导体股飙涨,中芯国际劲升10%
Ge Long Hui A P P· 2025-08-22 14:51
| 名称 | | 最新价 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | Ammon | 25339.14 | +0.93% | | 800000 | | | | | 国企指数 | Ammon | 9079.93 | +1.17% | | 800100 | | | | | 恒生科技指数 | HOUSE ROOM - RONAL - | 5647.68 | +2.71% | | 800700 | | | | 另一方面,行业旺季客座率环比略降,反内卷助力航司收益水平边际改善,航空股逆势下跌,中国国航 放量跌超5%,铜业股、脑机接口概念股、煤炭股、光伏股、濠赌股、家电股多数表现低迷。(格隆汇) 格隆汇8月22日|港股三大指数午后持续走高,市场情绪高涨,本周呈现先抑后扬行情。恒生科技指数 大幅上涨2.71%涨幅一马当先,恒生指数、国企指数分别上涨0.93%及1.17%,国指重回9000点关口。 盘面上,作为市场风向标的大型科技股午后集体拉升转涨,快手涨超4%,小米涨2.34%,阿里巴巴涨 2%,腾讯、美团涨超1%,百度、京东等均有涨幅;两则消息引爆半导体芯片股,华虹半导体大涨近 ...
8月22日【港股Podcast】恆指、中興通訊、華虹、小米、快手、港交所
Ge Long Hui· 2025-08-22 12:58
恆指 (HSI) 1、恆指:看多投資者認為指數趨勢向上,下週一高開300-500點,挑戰26000點,過夜牛證,收回價24928點。看淡投資者認為近牛太多,下周去25000,入 熊好時機。 Simon:指數收25339點,十分貼近今日高位(25349點),重回保力加通道中線。信號總結為"買入",整體向好。數據系統分析當前阻力位在25578點,突破 則上試25995點。參考下方支持位24922點,接近投資者的觀點。如果部署熊證的投資者,參考短線支持位。 信號總結 賣出信號 中立信號 買入信號 買入 2 恆指(HSI)衍生品回顧 8 11 5% 5% -0.07% 瑞銀熊證 67192 新 6 百勝塞 2、中興通訊 (00763.HK):走勢太強了,還有上升空間嗎?窩輪市場上,投資者看至42元,持有行使價認購證40元。 Simon:股價從8月中開始轉強,近兩日的股價越來越強勁,今日最高36.1元。收在36.06元。信號總結為"買入",整體繼續看好。數據系統分析的阻力位在 39.9元和43元,有望突破投資者期待的42元。如果投資者持有行使價40元的產品,以現價算,產品價外12%的幅度。如果阻力位看,也是個合理的選擇 ...
華虹短線衝高 半導體股能否再下一城?
Ge Long Hui· 2025-08-22 12:58
港股週五早盤半導體板塊表現活躍,華虹半導體(01347)成為市場關注焦點。上午11點,股價報52.75元,上漲10.90%,盤中高見53.6元。盤中交投活躍。 該股近期在技術面上呈現強勢格局,多項指標支持短線看漲觀點。 | 信號總結 買入 | | | | --- | --- | --- | | | 賣出信號 中立信號 | 買入信號 | 從技術走勢觀察,華虹目前處於上升通道中。股價站穩所有主要移動平均線之上,10天線(46.83元)提供即時支撐,30天線(41.71元)和60天線(37.24 元)在下方構成強力支持區。這種均線多頭排列顯示中短期趨勢向好,資金流入跡象明顯。 根據最新數據系統顯示:支持位與阻力位分析表明,即市第一支持位在43元,第二支持位在39.8元水平。上方阻力則先看50.8元,突破後有望挑戰55.2元關 口。當前價位距離關鍵阻力位僅有約7%的空間,短期突破可能性值得關注。 技術指標呈現積極信號。RSI指標處於71水平,顯示買盤力量強勁但已進入超買區。技術指標總結發出「買入」信號,強度達12。多個趨勢指標顯示買入信 號,包括MACD、一目均衡表和保力加通道均發出買入訊號,但動量指標提示「賣出」, ...
智通港股通活跃成交|8月22日
智通财经网· 2025-08-22 11:04
沪港通(南向)十大活跃成交公司 智通财经APP获悉,2025年8月22日当天,中芯国际(00981)、腾讯控股(00700)、阿里巴巴-W(09988)位 居沪港通(南向)成交额前3位,成交额分别为86.49 亿元、43.85 亿元、34.37 亿元;中芯国际 (00981)、腾讯控股(00700)、华虹半导体(01347) 位居深港通(南向)成交额前3位,成交额分别为49.08 亿元、23.58 亿元、21.97 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 中芯国际(00981) | 86.49 亿元 | +2.14 亿元 | | 腾讯控股(00700) | 43.85 亿元 | +5.45 亿元 | | 阿里巴巴-W(09988) | 34.37 亿元 | -1.02 亿元 | | 华虹半导体(01347) | 33.14 亿元 | -6.13 亿元 | | 小米集团-W(01810) | 27.02 亿元 | -7.51 亿元 | | 小鹏汽车-W(09868) | 26.23 亿元 | -4.61 亿元 | | 中兴通讯(00763) | 26.0 ...