Group 1 - Semiconductor stocks showed significant gains in early trading, with Hongguang Semiconductor rising by 7.14% to HKD 0.6, Huahong Semiconductor up by 4.78% to HKD 49.58, Jingmen Semiconductor increasing by 3.16% to HKD 0.49, and SMIC rising by 2.88% to HKD 53.55 [1] - The National Internet Information Office of China has raised concerns regarding security risks associated with backdoor vulnerabilities in NVIDIA's computing chips, following reports of the U.S. embedding tracking devices in AI-related chips to monitor their transfer to China [1] - According to a report from Founder Securities, there is a strong outlook for two key directions in the semiconductor industry: self-controllability and edge AI. The report emphasizes that self-controllability is the main focus, with the domestic supply chain strengthening across AI computing, manufacturing, and packaging [1] Group 2 - Despite the current state of domestic AI computing chips being in a catch-up phase, the continuous iteration of products and the gradual enhancement of supply chain capabilities are expected to lead to an increase in market share [1]

（文章来源：每日经济新闻） 每经AI快讯，8月14日，港股半导体股拉升走高，华虹半导体、晶门半导体涨超5%，中芯国际、宏光半 导体涨近4%，上海复旦涨超2%。 ...

截至发稿，华虹半导体(01347.HK)涨6.13%、宏光半导体(06908.HK)涨5.77%、中芯国际(00981.HK)涨 5.13%。 ...

芯片股普遍走高，截至发稿，华虹半导体(01347)涨4.62%，报45.7港元；贝克微(02149)涨3.82%，报59.8 港元；宏光半导体(06908)涨3.64%，报0.57港元；中芯国际(00981)涨2.09%，报53.7港元。 消息面上，美国总统特朗普周三表示，将对进口芯片和半导体产品征收100%关税，如果厂商选择在美 国制造相关产品，则不会被收取关税。另值得关注的是，中芯国际、华虹半导体今日将披露二季度财 报。东吴证券此前指出，中芯国际和华虹公司出于对国补Q2退坡的担忧，分别给出较低的Q2业绩指 引，但根据目前各下游的景气情况和两公司的稼动率水平，该行判断两公司Q2业绩均可beat指引，边际 景气维持。且Q3新国补政策的出炉，有望进一步拔高景气，看好晶圆代工行业景气向上。此外，该行 认为，在美国管制持续加码的背景下，自主可控趋势不可逆不可改。 本文源自：智通财经网 ...

FF301 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 FF301 致：香港交易及結算所有限公司 公司名稱: 宏光半導體有限公司 (於開曼群島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 | 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) | 06908 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.0 ...

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佈的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公佈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。 HG SEMICONDUCTOR LIMITED 宏 光 半 導 體 有 限 公 司 （ 於開曼群島註冊成立的有限公司） （股份代號：6908） 於二零二五年七月三十一日舉行之股東特別大會之投票結果 茲提述宏光半導體有限公司（「本公司」）日期為二零二五年七月十五日之通函（「通函」）及本 公司日期二零二五年七月十五日之股東特別大會（「股東特別大會」）通告（「通告」）。除另有 界定外，本公佈所用詞彙與該通函所界定者具有相同涵義。 股東特別大會之投票結果 董事會欣然宣佈，於二零二五年七月三十一日舉行之股東特別大會上，通告所載的提呈普 通決議案（「決議案」）已獲股東以投票方式正式通過。 由於上述各項決議案之贊成票數均達50%以上，故決議案已在股東特別大會上獲正式通過 為本公司之普通決議案。 – 1 – 於股東特別大會當日，已發行股份之總數為938,818,481股，乃為賦予股東權利出席股東特 別大會並在會上投票 ...

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。 ...

Core Viewpoint - The semiconductor sector in Hong Kong experienced a significant upward movement, with notable gains in several key companies [1] Company Performance - Hua Hong Semiconductor (01347.HK) saw an increase of over 5% [1] - SMIC (00981.HK) also rose by more than 5% [1] - Shanghai Fudan (01385.HK) experienced a gain of over 4% [1] - Hongguang Semiconductor (06908.HK) increased by more than 3% [1]

Group 1 - The semiconductor sector in Hong Kong is experiencing a strong performance, with notable gains in stock prices [1] - Hua Hong Semiconductor has increased by nearly 5%, while SMIC has risen by almost 3% [1] - Other companies in the sector, such as Jingmen Semiconductor and Hongguang Semiconductor, are also seeing upward movement in their stock prices [1]

Group 1 - The semiconductor sector in Hong Kong is experiencing a strong performance, with notable gains in several companies [1] - Hua Hong Semiconductor (01347.HK) has seen an increase of nearly 5% [1] - SMIC (00981.HK) has risen by nearly 3%, along with other companies such as Jingmen Semiconductor (02878.HK) and Hongguang Semiconductor (06908.HK) also showing upward trends [1]