股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 華虹半導體有限公司（於香港註冊成立的有限公司） | | | 呈交日期: | 2025年8月6日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01347 | | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 1,319,329,598 | | 0 | | 1,319,329,59 ...

Group 1 - Semiconductor sector shows strong performance, with Hua Hong Semiconductor (01347) stock price rising 7.12% to HKD 42.24, and trading volume exceeding HKD 1.846 billion, indicating continued capital inflow [1] - Technical indicators are positive, with RSI rising to 66, approaching overbought territory, and MACD along with Bollinger Bands signaling buy opportunities, confirming a medium-term upward trend [1] - Key resistance level has been broken at HKD 40.15 (MA10), with the next target set at HKD 43.1, while strong support is established at HKD 38.1 and stronger support at HKD 36.2 [1] Group 2 - Recent derivatives performance shows significant gains, with Morgan Stanley's bull certificate recording an 11% increase and UBS's bull certificate up by 12% during Hua Hong's 2.71% rise on July 31 [3] - The call option 15560 has the lowest implied volatility and an exercise price of HKD 42.5, suitable for bullish investors, while the UBS bull certificate 61278 has a 53.85% increase and a leverage of 5.26 times [6] - For bearish investors, Morgan Stanley's bear certificate 62489 offers a leverage of 5 times with a redemption price of HKD 48 [6]

Group 1 - As of August 5, 84 stocks reached their 52-week highs, with notable performers including Zhengqian Financial Holdings (01152) at 145.00%, Yijun Group Holdings (02442) at 55.74%, and Ruiyuan Intelligent Control (08249) at 47.06% [1] - The closing prices and highest prices for the top three stocks are as follows: Zhengqian Financial Holdings at 0.249 and 0.490, Yijun Group Holdings at 3.660, and Ruiyuan Intelligent Control at 0.234 and 0.300 [1] - Other significant stocks that reached new highs include Dimi Life Holdings (01667) at 33.33%, Victory Pipeline (01080) at 29.29%, and Xindong Company (02400) at 25.70% [1] Group 2 - The report also lists stocks that reached their 52-week lows, with Zhaobangji Life (01660) at -4.72%, Ruifeng New Energy (00527) at -3.75%, and China Wantian Holdings (01854) at -3.06% [3] - The closing prices and lowest prices for the bottom three stocks are as follows: Zhaobangji Life at 0.116 and 0.101, Ruifeng New Energy at 0.400 and 0.385, and China Wantian Holdings at 1.030 and 0.950 [3] - Other stocks that experienced declines include XL Ernan County (07777) at -2.93% and Jifeng Packaging (01820) at -2.83% [3]

作者：情报员 天眼查资料显示，华虹半导体（无锡）有限公司，成立于2017年，位于无锡市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本253685.180069万美元。通过天眼查大数据分 析，华虹半导体（无锡）有限公司共对外投资了1家企业，参与招投标项目2936次，专利信息1727条， 此外企业还拥有行政许可117个。 本文源自：金融界 金融界2025年8月5日消息，国家知识产权局信息显示，华虹半导体（无锡）有限公司取得一项名为"侦 测PFG中和能力的方法及侦测系统"的专利，授权公告号CN115799032B，申请日期为2022年11月。 ...

兴业证券此前发布研报称，华虹半导体第一季度北美收入5643万美元，同比增长22.0%，主要受益于其 他电源管理产品(PMIC)需求增加，管理层表示海外客户PMIC产品应用于AI市场，收入增长受益于强劲 的AI发展趋势。该行称，公司有望在与意法半导体的合作项目上，进一步与更多海外半导体商达成合 作。 该行指出，公司12寸新产线第一阶段稳步爬坡，管理层预计2025年年中达到2-3万片月产能，年底超过4 万片月产能，2026年一季度达到6万片月产能，年中达到7万片。此外，公司于A股上市时承诺将收购母 公司旗下12寸晶圆代工子公司华力微，管理层表示该计划预计在2026年内完成，新资产注入有助于增强 公司在行业中的竞争力，并增厚公司业绩。 华虹半导体(01347)再涨超6%，截至发稿，涨2.89%，报44.12港元，成交额13.93亿港元。 ...

智通财经APP获悉，华虹半导体(01347)再涨超6%，截至发稿，涨2.89%，报44.12港元，成交额13.93亿 港元。 该行指出，公司12寸新产线第一阶段稳步爬坡，管理层预计2025年年中达到2-3万片月产能，年底超过4 万片月产能，2026年一季度达到6万片月产能，年中达到7万片。此外，公司于A股上市时承诺将收购母 公司旗下12寸晶圆代工子公司华力微，管理层表示该计划预计在2026年内完成，新资产注入有助于增强 公司在行业中的竞争力，并增厚公司业绩。 兴业证券此前发布研报称，华虹半导体第一季度北美收入5643万美元，同比增长22.0%，主要受益于其 他电源管理产品(PMIC)需求增加，管理层表示海外客户PMIC产品应用于AI市场，收入增长受益于强劲 的AI发展趋势。该行称，公司有望在与意法半导体的合作项目上，进一步与更多海外半导体商达成合 作。 ...

Group 1 - The core viewpoint of the article highlights the performance and operational details of Huahong Semiconductor, a leading specialty foundry in the semiconductor industry, which saw a stock price increase of 2.66% to 44.02 HKD per share with a trading volume of 300 million HKD [1] - Huahong Semiconductor focuses on continuous innovation in specialty process technologies, including embedded/non-volatile memory, power devices, analog and power management, and logic and RF, utilizing both 8-inch and 12-inch wafer fabrication [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, offering customizable process options across various technology nodes from 1.0 micron to 65/55 nanometers [1] Group 2 - As of the first quarter of 2025, Huahong Semiconductor reported total revenue of 3.883 billion CNY and a net profit of 26.918 million CNY [2] - The company is scheduled to disclose its second-quarter financial report for the fiscal year 2025 on August 7 [3]

Market Overview - A-shares maintained a narrow fluctuation in the morning and surged in the afternoon, with small-cap stocks being more active; Hong Kong stocks rose strongly, with the Hang Seng Index up nearly 1% and the Hang Seng Tech Index up over 1.5% [1][2] A-share Performance - The Shanghai Composite Index rose 0.66% to 3583.31 points, the Shenzhen Component Index increased by 0.46% to 11041.56 points, and the ChiNext Index gained 0.5% to 2334.32 points; the STAR 50 Index rose 1.22% [2] - The total trading volume in the Shanghai and Shenzhen markets was 15,184 billion yuan, a decrease of over 1,000 billion yuan compared to the previous day [2] - Nearly 3,900 stocks in the market were in the green, with the military industry sector experiencing a surge, including stocks like Beifang Changlong and Changcheng Military Industry hitting the daily limit [2][5] Military Industry Sector - The military sector saw a significant rally, with multiple stocks hitting the daily limit; notable performers included Beifang Changlong, Aileda, and Hengyu Xintong [5][7] - The current "14th Five-Year Plan" is nearing its conclusion, and events like the August 1st Army Day and the September 3rd military parade are expected to catalyze the military sector [7] - The military sector is viewed as a suitable investment area due to its moderate crowding and potential benefits from national strategic deployments [7] Humanoid Robot Sector - The humanoid robot concept saw renewed activity, with stocks like Xingyun Co. and Riyong Electronics hitting the daily limit; other stocks such as Xiashan Precision and Wuzhou Xinchun also performed well [9][11] - Tesla's CEO Elon Musk announced that the design of the third version of the Optimus robot is ready for mass production, which is expected to drive interest in the sector [11] Semiconductor Sector - The semiconductor sector experienced a rally, with Dongxin Co. hitting the daily limit and stocks like Xindao Technology and Xinyuan Technology rising over 10% [13] - The demand for high-performance semiconductor hardware is expected to grow due to the rise of AI applications and the ongoing trend of domestic substitution in the semiconductor industry [15]

Market Overview - Hong Kong stocks opened lower but closed higher, with all three major indices ending in the green. The Hang Seng Index rose by 0.92% or 225.64 points, closing at 24,733.45 points, with a total turnover of HKD 2,346.82 million [1] - The Hang Seng Tech Index performed well, increasing by 1.55% to 5,481.25 points, indicating a healthy overall upward trend in the market driven by improving fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental Education (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. The company reported a 9.4% year-on-year revenue growth for the fourth fiscal quarter, exceeding market expectations [2] - Other notable blue-chip performances included Zhongsheng Holdings (00881) up 5.59%, Lenovo Group (00992) up 4.95%, while Xinyi Glass (00868) fell by 5.87% [2] Sector Highlights - Gold stocks surged due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) increasing by 8.69% and Shanghai Fudan (01385) up 5.66%, driven by ongoing AI demand and domestic substitution expectations [4] Stablecoin Sector - Stablecoin concept stocks continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The recent implementation of the Stablecoin Regulation in Hong Kong has led to stricter licensing requirements, delaying the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare (02577) saw a significant increase of 30.47% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [7] - Huajian Medical (01931) rose by 20.7% following a strategic cooperation agreement with BGI to establish a fund for innovative drug tokenization [8] - Conversely, China Resources Medical (01515) fell by 15.58% due to a profit warning indicating a potential 20% to 25% decline in profit for the upcoming six months [9] Earnings Reports - Xinjiang Xinmin Mining (03833) issued a profit warning, expecting a 50.8% decline in net profit compared to the previous year, despite a slight increase in revenue [10]

Market Overview - Hong Kong stocks opened lower but closed higher, with all three major indices ending in the green. The Hang Seng Index rose by 0.92% to 24,733.45 points, with a total turnover of HKD 234.68 billion [1] - The overall upward trend in Hong Kong stocks is considered healthy, shifting from previous risk-averse sentiment to improvements in fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental-S (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. Its revenue for the fourth fiscal quarter grew by 9.4% year-on-year, exceeding market expectations [2] - Other notable blue-chip performances included Zhongsheng Holdings (00881) up 5.59%, Lenovo Group (00992) up 4.95%, while Xinyi Glass (00868) fell by 5.87% [2] Sector Highlights - Gold stocks performed strongly due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold Mining (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) up 8.69% and Shanghai Fudan (01385) up 5.66% [4] Stablecoin Sector - The stablecoin sector continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The Hong Kong Monetary Authority's new regulations on stablecoins are expected to delay the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare Pharma (02577) surged by 30.47% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [7] - Huajian Medical (01931) rose by 20.7% following a strategic cooperation agreement with BGI [8] - China Resources Medical (01515) fell by 15.58% due to a profit warning, expecting a decline of 20% to 25% in profit for the upcoming six months [9]