| 股代码：688347 | A | A 股简称：华虹公司 | 公告编号：2026-002 | | --- | --- | --- | --- | | 港股代码：01347 | | 港股简称：华虹半导体 | | 华虹半导体有限公司 关于发行股份购买资产并募集配套资金 的一般风险提示公告 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。 华虹半导体有限公司（以下简称"公司"）拟通过发行股份的方式向上海华 虹（集团）有限公司、上海集成电路产业投资基金股份有限公司、国家集成电路 产业投资基金二期股份有限公司、上海国投先导集成电路私募投资基金合伙企业 （有限合伙）等 4 名上海华力微电子有限公司（以下简称"华力微"或"标的公 司"）股东购买其持有的华力微 97.4988%股权（以下简称"标的资产"）并募 集配套资金（以下简称"本次交易"）。 公司董事会于 2025 年 12 月 31 日作出决议，同意《关于<华虹半导体有限公 司发行股份购买资产并募集配套资金暨关联交易报告书（草案）>及其摘要的议 案》等与本次交易相关的议案，具体内容 ...

股票代码：688347 股票简称：华虹公司 上市地点：上海证券交易所 股票代码：1347 股票简称：华虹半导体 上市地点：香港联合交易所 华虹半导体有限公司 发行股份购买资产并募集配套资金 暨关联交易报告书 （草案）摘要 | 交易类型 | 交易对方名称 | | --- | --- | | 发行股份购买资产 | 上海华虹（集团）有限公司、上海集成电路产业投资基金 | | | 股份有限公司、国家集成电路产业投资基金二期股份有限 | | | 公司、上海国投先导集成电路私募投资基金合伙企业（有 | | | 限合伙） | | 募集配套资金 | 不超过 35 名符合条件的特定对象 | 二〇二五年十二月 1 上市公司声明 本公司及全体董事、高级管理人员保证重组报告书及其摘要内容的真实、准 确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性 和完整性承担相应的法律责任。 本公司控股股东、全体董事、高级管理人员承诺：如本次交易因涉嫌所提供 或者披露的信息存在虚假记载、误导性陈述或者重大遗漏，给上市公司或者投资 者造成损失的，本人/本企业将依法承担赔偿责任。如本次交易所披露或提供的 信息涉嫌虚假记载、误导性陈 ...

华虹半导体公告称，拟发行股份购买上海华力微电子有限公司97.4988%股权并募集配套资金。交易完 成前后，2025年1 - 8月基本每股收益将从0.11元/股提升至0.37元/股，2024年度将从0.22元/股提升至0.50 元/股。不过，若未来盈利能力不及预期，即期回报可能被摊薄。为此，公司制定填补措施，包括整合 资产释放协同效应、加强管理、完善利润分配政策等。公司控股股东、董事和高管也作出相关承诺。独 立财务顾问认为，预计影响符合实际，防范和填补措施有效。 本文源自：金融界AI电报 ...

华虹公司公告称，拟通过发行股份向华虹集团等4名华力微股东购买其持有的华力微97.4988%股权并募 集配套资金。2025年12月31日，公司董事会决议同意相关议案。根据规定，上述议案需提交股东大会审 议。公司董事会决定择期召开股东大会审议本次交易相关事项，届时将另行通知。 ...

Core Viewpoint - The company announced a stock suspension starting from August 18, 2025, due to plans for issuing shares to acquire assets and raise supporting funds [1] Group 1: Stock Performance - Over the 20 trading days prior to the announcement (from July 21 to August 15, 2025), the company's stock price increased by 48.31% [1] - After excluding the impact of the broader market and industry peers, the company's stock price showed a net increase of over 20% [1] Group 2: Regulatory Risks - The company has indicated potential risks, as the China Securities Regulatory Commission may investigate the stock price fluctuations [1] - If insider trading is suspected, the transaction may be suspended, terminated, or canceled [1]

华虹公司公告，公司董事会会议同意《关于公司发行股份购买资产并募集配套资金暨关联（连）交易方 案的议案》。公司拟通过发行股份的方式购买上海华力微电子有限公司97.4988%股权并募集配套资 金。本次交易的整体方案由发行股份购买资产和募集配套资金两部分组成。本次募集配套资金以发行股 份购买资产为前提条件，并需作为特别交易按照中国香港《公司收购、合并及股份回购守则》取得必要 的同意和批准，但募集配套资金成功与否不影响本次发行股份购买资产行为的实施。 ...

Core Insights - On December 31, 2025, Alibaba-W (09988), Tencent Holdings (00700), and Sanhua Intelligent Control (02050) ranked as the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 1.783 billion, 1.460 billion, and 1.259 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700), Alibaba-W (09988), and SMIC (00981) were the top three companies by trading volume, with amounts of 1.218 billion, 1.201 billion, and 0.767 billion respectively [1] Southbound Stock Connect Trading Activity - The top three active companies in the Southbound Stock Connect by trading amount were: - Alibaba-W (09988): 1.783 billion with a net buy of -79.182 million - Tencent Holdings (00700): 1.460 billion with a net buy of -139 million - Sanhua Intelligent Control (02050): 1.259 billion with a net buy of 115 million [2] - Other notable companies included: - SMIC (00981): 1.202 billion with a net buy of 142 million - Zijin Mining (02899): 1.146 billion with a net buy of -590 million [2] Shenzhen-Hong Kong Stock Connect Trading Activity - The top three active companies in the Shenzhen-Hong Kong Stock Connect by trading amount were: - Tencent Holdings (00700): 1.218 billion with a net buy of -508 million - Alibaba-W (09988): 1.201 billion with a net buy of 179 million - SMIC (00981): 0.767 billion with a net buy of 249 million [2] - Other notable companies included: - Sanhua Intelligent Control (02050): 0.534 billion with a net buy of 93.908 million - Huahong Semiconductor (01347): 0.475 billion with a net buy of 69.942 million [2]

Core Viewpoint - The Hong Kong stock market's Hang Seng Technology Index achieved a remarkable annual increase of 23.45% in 2025, marking its best performance since 2020, with 22 out of 30 constituent stocks rising [1] Group 1: Stock Performance - Among the 30 constituent stocks, notable performers included Hua Hong Semiconductor, which surged by 243.19%, Horizon Robotics with a rise of 140.56%, and SMIC increasing by 124.69% [1] - Other significant gainers were JD Health at 97.51%, Alibaba-W at 77.50%, Xpeng Motors-W at 70.10%, Baidu Group-SW at 59.01%, and Tencent Music-SW at 58.44% [1][2] Group 2: Investment Preferences - The first tier of investment preference is in semiconductor manufacturing (Hua Hong, SMIC) and core AI chips (Horizon Robotics), reflecting a strong focus on hard technology and domestic substitution logic [1] - The second tier includes growth sectors such as smart electric vehicles (Xpeng, Li Auto), AI applications (Baidu, SenseTime), and digital health (JD Health), which benefit from industry trends but still face competitive and profitability uncertainties [1] - The third tier consists of value recovery in platform internet giants (Alibaba, Tencent) and mature applications (NetEase, Kuaishou, Tencent Music), with gains primarily driven by profit realization and value reassessment through dividends and buybacks, categorized as "high-quality mature assets" [1]

Market Overview - On December 30, the Hang Seng Index rose by 0.86%, closing at 25,854.60 points, while southbound funds through the Stock Connect recorded a net sell of HKD 3.845 billion [1][3] - The total trading volume for the Stock Connect on the same day was HKD 92.3 billion, with a net sell of HKD 3.845 billion [1][3] Trading Activity - In the Shanghai Stock Connect, the trading volume was HKD 59.138 billion with a net sell of HKD 1.327 billion, while in the Shenzhen Stock Connect, the trading volume was HKD 33.161 billion with a net sell of HKD 2.518 billion [1][3] Active Stocks - The most actively traded stock in the Shanghai Stock Connect was SMIC, with a trading volume of HKD 35.17 billion, followed by Alibaba-W and Tencent Holdings with trading volumes of HKD 30.32 billion and HKD 22.02 billion, respectively [1][2] - In terms of net buying, Industrial and Commercial Bank of China had the highest net buy amount of HKD 357 million, with its stock price increasing by 0.64% [1][2] - The stock with the highest net sell was the Tracker Fund of Hong Kong, with a net sell of HKD 1.612 billion, while its stock price rose by 0.93% [1][2] Shenzhen Stock Connect Highlights - In the Shenzhen Stock Connect, SMIC led with a trading volume of HKD 25.32 billion, followed by Alibaba-W and Tencent Holdings with HKD 23.47 billion and HKD 16.79 billion, respectively [2] - The highest net buy was also for SMIC, with a net buy of HKD 410 million, and its stock price increased by 4.24% [2] - Alibaba-W recorded the highest net sell in this segment, amounting to HKD 798 million, while its stock price rose by 0.84% [2]

Group 1 - The Hang Seng Index rose by 0.86% on December 30, with a total turnover of southbound funds amounting to HKD 923.00 billion, including buy transactions of HKD 442.28 billion and sell transactions of HKD 480.72 billion, resulting in a net sell of HKD 38.45 billion [1] - The southbound trading through Stock Connect (Shenzhen) had a total turnover of HKD 331.61 billion, with buy transactions of HKD 153.22 billion and sell transactions of HKD 178.40 billion, leading to a net sell of HKD 25.18 billion [1] - The southbound trading through Stock Connect (Shanghai) recorded a total turnover of HKD 591.38 billion, with buy transactions of HKD 289.06 billion and sell transactions of HKD 302.33 billion, resulting in a net sell of HKD 13.27 billion [1] Group 2 - Among the actively traded stocks, SMIC had the highest turnover with a total of HKD 60.49 billion and a net buy of HKD 7.59 billion, closing with a price increase of 4.24% [1][2] - CNOOC had a total turnover of HKD 21.87 billion with a net buy of HKD 4.61 billion, while ICBC recorded a net buy of HKD 3.57 billion [2] - Tencent Holdings had a total turnover of HKD 38.81 billion with a net sell of HKD 12.79 billion, and Alibaba-W had a turnover of HKD 53.79 billion with a net sell of HKD 4.93 billion [2] Group 3 - The stock with the longest consecutive net buy from southbound funds was Huahong Semiconductor, with a total net buy of HKD 5.45 billion over three days [2] - The stocks with the highest consecutive net sell included China Mobile, Tencent Holdings, and Alibaba-W, with total net sells of HKD 96.46 billion, HKD 32.97 billion, and HKD 18.05 billion respectively [2]