| 证券代码：688347 | 证券简称：华虹公司 公告编号：2025-018 | | --- | --- | | 港股代码：01347 | 港股简称：华虹半导体 | 华虹半导体有限公司 关于首次公开发行部分战略配售限售股上市流通公告 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。 重要内容提示： 本次股票上市流通总数为16,310,000股。 本次股票上市流通日期为2025 年 8 月 7 日。 本次限售股形成后至今，公司 A 股股本数量未发生变化，共计 407,750,000 股。本次限售股形成后至今，公司港股股本数量由于购股权行使等原因有所增加。 三、本次上市流通的限售股的有关承诺 本次上市流通的限售股属于公司首次公开发行战略配售限售股，2 名参与战 略配售的投资者承诺获得本次配售的股票限售期限为自公司首次公开发行 A 股 股票并上市起 24 个月。限售期届满后，参与战略配售的投资者对获配股份的减 持适用中国证监会和上交所关于股份减持的有关规定。 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 ...

国泰海通证券股份有限公司 关于华虹半导体有限公司 首次公开发行部分战略配售限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 华虹半导体有限公司（以下简称"华虹公司"或"公司"）首次公开发行人民币 普通股（A股）股票并在科创板上市及持续督导的保荐机构，根据《证券发行上市 保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所 科创板上市公司自律监管指引第1号——规范运作》等法律法规的相关规定，对华 虹公司首次公开发行A股部分战略配售限售股上市流通事项进行了核查，核查情况 及核查意见如下： 一、本次上市流通股的限售股类型 本次限售股形成后至今，公司A股股本数量未发生变化，共计407,750,000股。 本次限售股形成后至今，公司港股股本数量由于购股权行使等原因有所增加。 1 三、本次上市流通的限售股的有关承诺 本次上市流通的限售股属于公司首次公开发行战略配售限售股，2名参与战略 配售的投资者承诺获得本次配售的股票限售期限为自公司首次公开发行A股股票并 上市起24个月。限售期届满后，参与战略配售的投资者对获配股份的减持适用中 国证监会和上交所关于股份减持的 ...

港股半导体板块持续走低，华虹半导体(01347.HK)跌超6%，中芯国际(00981.HK)跌超5%，上海复旦 (01385.HK)、晶门半导体(02878.HK)、宏光半导体(06908.HK)等跟跌。 ...

Group 1 - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index dropped by 1.57%. The morning trading volume in Hong Kong stocks was HKD 148.2 billion [1] - The Hang Seng Biotechnology Index rose by 1.77%, with notable gains from MicroPort Medical (00853) up 9.7%, MicroPort NeuroScience (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1] - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% after announcing the construction of a modular biomanufacturing facility in Singapore [1] Group 2 - Mindray Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure the MicroPort cardiac rhythm management business, enhancing its product pipeline [2] - Insurance stocks continued to rise, with New China Life Insurance (01336) up 4.47% and China Life Insurance (02628) increasing by 1.5% [3] Group 3 - 361 Degrees (01361) rose by 6.5%, with the company showing steady revenue growth, and institutions expect strong revenue growth for the full year [4] - Dreamscape (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a long-term strategic partner [5] Group 4 - GAC Group-B (01167) surged over 20% as a concerted action party increased its holdings by over 60,000 shares, raising its stake to 25.36% [6] - Semiconductor stocks collectively declined, with Hua Hong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74% [6]

Market Overview - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index decreased by 1.57%. The early trading volume in Hong Kong stocks was HKD 148.2 billion [1]. Biotechnology Sector - The Hang Seng Biotechnology Index rose by 1.77%. Notable gainers included MicroPort Medical (00853) up 9.7%, MicroPort NeuroTech (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1]. - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% following the announcement of the construction of a modular biologics manufacturing facility in Singapore [1]. - Fosun Pharma (02196) gained over 5% after acquiring exclusive rights for the innovative Alzheimer's drug AR1001 [1]. - HeartCare Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure MicroPort's cardiac management business, enhancing its product pipeline [1]. Insurance Sector - Insurance stocks continued their upward trend, with New China Life Insurance (01336) rising by 4.47% to reach a new high, and China Life Insurance (02628) increasing by 1.5% [2]. Consumer Sector - 361 Degrees (01361) rose by 6.5%, with institutions expecting strong revenue growth for the full year [3]. - Dreamland (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a strategic shareholder from the upstream development sector [4]. Semiconductor Sector - Gako Technology-B (01167) surged over 20% as a concerted action party increased its stake by over 60,000 shares, raising its total holding to 25.36% [5]. - Semiconductor stocks collectively declined, with Huahong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74%. Nvidia's order for 300,000 H20 chips and Morgan Stanley's comments on the potential impact of the 520 unlock on local industry sentiment contributed to this decline [5].

Group 1 - The semiconductor sector in Hong Kong is experiencing a continuous decline [1] - Hua Hong Semiconductor has dropped over 5% [1] - SMIC (Semiconductor Manufacturing International Corporation) has decreased nearly 4% [1] - Other companies such as Jingmen Semiconductor and Shanghai Fudan are also following the downward trend [1]

7月30日早盘，港股三大指数集体下跌，现跌幅有所收窄。盘面上，科网股及新能源车股多数下跌。A 股同赛道规模最大的恒生科技指数ETF（513180）跌幅收窄至0.5%附近，持仓股中，理想汽车、华虹半 导体、小鹏汽车、中芯国际、比亚迪股份等领跌，其中，理想汽车一度跌超10%，小鹏汽车一度跌超 4%。 截至7月29日，恒生科技指数ETF（513180）标的指数的最新估值（PETTM）为22.16倍，处于指数2020 年7月27日发布以来约23.5%的估值分位点，即当前估值低于指数发布以来76%以上的时间。恒生科技当 前仍处于历史相对低估区间，而高弹性、高成长等特性使其具备更大的向上动能。没有港股通账户的投 资者或可通过恒生科技指数ETF（513180）一键布局中国AI核心资产。（场外联接A/C： 013402/013403） （文章来源：每日经济新闻） 消息面上，7月29日晚，理想首款纯电SUV——理想i8正式发布。理想i8共推出3款配置车型，官方指导 价32.18万至36.98万元，低于此前公布的35万元至40万元预售价格。据悉，理想i8将在今年8月20日开启 交付。 大摩观点认为，理想汽车i8的起售价略超预期， ...

值得注意的是，2025年第二季度，台积电实现净利润近3983亿新台币，同比增长近61%，单季度净利润 创历史新高，净利润增速创近3年同期新高。机构指出，当前全球半导体增长延续乐观走势；晶圆代工 龙头或开启涨价，二季度业绩展望乐观。考虑到全球算力投资保持高水位，产业链公司业绩或持续兑 现。 芯片股集体走低，华虹半导体(01347)跌4.96%，报40.25港元；中芯国际(00981)跌4.12%，报51.15港元； ASMPT(00522)跌2.74%，报67.45港元；上海复旦(01385)跌1.95%，报32.75港元。 消息面上，据智通财经报道，消息人士29日透露，英伟达正式向台积电下达30万块H20芯片的新订单， 补充已有的60万-70万块H20芯片库存。此前有媒体表示，英伟达已告知客户，H20人工智能芯片库存有 限，并且目前没有计划重启生产。摩根大通曾表示，H20解禁利好AI数据中心托管企业，但对本地领先 半导体供应链企业如中芯国际的市场情绪构成负面影响。 ...

7月30日，华虹半导体(01347)盘中下跌5.08%，截至10:15，报40.2元/股，成交5.61亿元。 华虹半导体有限公司是全球领先的特色工艺纯晶圆代工企业，专注于嵌入式/独立式非易失性存储器、 功率器件、模拟与电源管理和逻辑与射频等"8英寸+12英寸"特色工艺技术的持续创新。公司在上海金桥 和张江拥有三座8英寸晶圆厂和一座无锡的12英寸晶圆厂，月产能分别约18万片和7.5万片，提供多种1.0 微米至65/55纳米技术节点的可定制工艺选择，其产品广泛应用于新能源汽车、绿色能源、物联网等新 兴领域。 截至2025年一季报，华虹半导体营业总收入38.83亿元、净利润2691.82万元。 8月7日，华虹半导体将披露2025财年第二季度报。 本文源自：金融界 作者：行情君 ...

Group 1 - Chip stocks collectively declined, with Huahong Semiconductor down 4.96% to HKD 40.25, SMIC down 4.12% to HKD 51.15, ASMPT down 2.74% to HKD 67.45, and Shanghai Fudan down 1.95% to HKD 32.75 [1] - Nvidia has officially placed a new order for 300,000 H20 chips with TSMC, supplementing the existing inventory of 600,000 to 700,000 H20 chips [1] - Morgan Stanley indicated that the release of H20 is beneficial for AI data center hosting companies but negatively impacts local leading semiconductor supply chain companies like SMIC [1] Group 2 - TSMC achieved a net profit of nearly NT$398.3 billion in Q2 2025, a year-on-year increase of nearly 61%, marking a record high for quarterly net profit and the highest growth rate in nearly three years [1] - The global semiconductor growth trend remains optimistic, with leading foundries potentially initiating price increases and a positive outlook for Q2 performance [1] - Given the sustained high level of global computing power investment, the performance of industry chain companies is likely to continue to reflect this trend [1]