Group 1 - The Hong Kong chip stocks experienced a general decline, with notable drops in companies such as Hua Hong Semiconductor, Tianyu Semiconductor, and InnoGrit, all falling over 3% [1] - ASMPT saw a decrease of over 2%, while Hongguang Semiconductor and SMIC dropped more than 1% [1] Group 2 - Hua Hong Semiconductor (01347) decreased by 3.73%, with a latest price of 69.700 and a total market value of 120.999 billion, showing a year-to-date increase of 221.94% [2] - Tianyu Semiconductor (02658) fell by 3.19%, with a latest price of 44.300 and a market value of 17.422 billion, reflecting a year-to-date decline of 23.62% [2] - InnoGrit (02577) dropped by 3.23%, with a latest price of 76.350 and a market value of 69.868 billion, showing a year-to-date increase of 144.32% [2] - ASMPT (00522) decreased by 2.22%, with a latest price of 77.100 and a market value of 32.209 billion, reflecting a year-to-date increase of 3.74% [2] - Hongguang Semiconductor (06908) fell by 1.96%, with a latest price of 0.500 and a market value of 0.0469 billion, showing a year-to-date decline of 25.37% [2] - SMIC (00981) decreased by 1.64%, with a latest price of 66.050 and a market value of 528.42 billion, reflecting a year-to-date increase of 107.70% [2] - Shanghai Fuzhi (01385) dropped by 1.29%, with a latest price of 39.920 and a market value of 32.791 billion, showing a year-to-date increase of 165.56% [2] - ZTE Corporation (00763) decreased by 1.16%, with a latest price of 27.180 and a market value of 130.016 billion, reflecting a year-to-date increase of 14.77% [2] - Beike Micro (02149) fell by 0.14%, with a latest price of 43.720 and a market value of 2.754 billion, showing a year-to-date increase of 60.74% [2]

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11月30日 狀態: 新提交 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12月3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 | | 0.01 HKD | | 100,000,00 ...

Core Viewpoint - Hongguang Semiconductor (06908.HK) announced plans to acquire approximately 12.98% equity in its subsidiary, Shenzhen Gallium Semiconductor Co., Ltd., for about HKD 114 million, increasing its total stake to approximately 73.28% [1][3] Group 1: Acquisition Details - The acquisition price consists of two parts: Part A involves issuing approximately 146.77 million new shares at HKD 0.50 per share, while Part B includes issuing acceptance notes worth approximately HKD 40.82 million with an 18-month term and an annual interest rate of 2% [2][3] - The increase in shareholding is expected to streamline the equity structure and enhance control over the subsidiary's operational decisions and synergies [3] Group 2: Company Background and Business Focus - Hongguang Semiconductor, established in 2010, is a leading player in the domestic backlight LED sector, focusing on the R&D, production, and sales of SMD LED devices and lighting products for various applications [3][4] - The company is transitioning its business focus towards third-generation semiconductor technologies, particularly gallium nitride (GaN), and has entered into a strategic cooperation framework agreement with GCL Group to explore applications of GaN power chips in the new energy sector [3][4] Group 3: Business Performance and Future Outlook - Shenzhen Gallium Semiconductor is a key platform for the company's third-generation semiconductor strategy, specializing in the R&D and manufacturing of GaN power chips and RF epitaxial wafers [4] - In the first half of 2025, the company reported LED lamp sales revenue of approximately CNY 24.93 million and GaN and fast-charging product revenue of approximately CNY 0.81 million, reflecting an eightfold year-on-year growth, although the overall revenue contribution remains low [4]

代价A将由公司通过向卖方A及╱或其各自的代名人配发及发行合共1.47亿股入账列为缴足代价股份的 方式支付，而代价B将由公司通过向卖方B发行承兑票据的方式支付。该等协议各自的完成：(a)并非取 决于另一份协议的完成;及(b)须待(其中包括)独立股东于股东特别大会上通过相关普通决议案批准各协 议后，方可作实。 于本公布日期，深圳镓宏由Swift Power(公司的间接全资附属公司)、员工持股平台、目标公司A、目标 公司B、台州汇融嘉能友创投资及Orchid Enterprises分别拥有约60.30%、19.49%、8.34%、4.64%、 5.10%及2.13%权益。于完成后，目标公司将成为公司的间接全资附属公司，而深圳镓宏将由集团、员 工持股平台、台州汇融嘉能友创投资及Orchid Enterprises分别拥有约73.28%、19.49%、5.10%及2.13%权 益，因此仍将为公司的间接非全资附属公司。 公司认为当前乃收购深圳镓宏的少数股东权益的适当及正确时机，以把握深圳镓宏集团的增长潜力及未 来前景。 宏光半导体(06908)发布公告，于2025年12月1日，公司与卖方A(New Rainbow Dev ...

12月2日早间，宏光半导体在港交所公告，于12月1日，公司与卖方A订立协议A，据此，卖方A已有条 件同意出售而本公司已有条件同意购买待售股份A，总代价为73,388,000港元；公司与卖方B订立协议 B，据此，卖方B已有条件同意出售而本公司已有条件同意购买待售股份B，总代价为40,816,000港元。 代价A将由本公司通过向卖方A及╱或其各自的代名人配发及发行合共146,776,000股入账列为缴足代价 股份的方式支付，而代价B将由本公司通过向卖方B发行承兑票据的方式支付。 本文源自：金融界AI电报 ...

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 之 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 就因 本 公 佈 全 部 或 任 何部 分 內 容 而 產 生 或因倚賴該等內容而引致之任何損失承擔任何責任。 本公佈僅供參考之用，並不構成收購、購買或認購本公司任何證券的邀請或要約。 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） 須予披露及關連交易 建議收購事項 董事會欣然宣佈，於二零二五年十二月一日（ 交易時段後）： 代 價 A 將 由 本 公 司 通 過 向 賣 方 A 及 ╱ 或 其 各 自 的 代 名 人 配 發 及 發 行 合 共 146,776,000 股 入 賬 列 為 繳 足 代 價 股 份 的 方 式 支 付 ， 而 代 價 B 將 由 本 公 司 通 過向賣方B發行承兌票據的方式支付。 (i) 本公司與賣方A訂立協議A，據此，賣方A已有條件同意出售而本公司 已 ...

Core Viewpoint - The semiconductor sector experienced significant declines, with notable drops in stock prices for several key companies [1] Company Performance - Hua Hong Semiconductor saw a decline of over 11% [1] - SMIC (Semiconductor Manufacturing International Corporation) dropped by more than 5% [1] - Hong Guang Semiconductor fell by over 4% [1] - Shanghai Fudan and Jingmen Semiconductor also experienced declines [1]

Core Viewpoint - The semiconductor sector in Hong Kong experienced a significant decline in stock prices, with major companies facing substantial losses in their share values [1] Company Summaries - Hua Hong Semiconductor saw a drop of over 11% in its stock price [1] - SMIC (Semiconductor Manufacturing International Corporation) experienced a decline of more than 5% [1] - Hongguang Semiconductor's stock fell by over 4% [1] - Other companies such as Shanghai Fudan and Jingmen Semiconductor also followed the downward trend [1]

Market Overview - The Hong Kong stock market indices experienced declines, with the Hang Seng Tech Index falling by 0.69%, reaching a new low since early September. The Hang Seng Index and the Hang Seng China Enterprises Index decreased by 0.38% and 0.26%, respectively [1][2]. Technology Sector - Major technology stocks mostly declined, with Xiaomi dropping nearly 5%, Kuaishou down over 1%, and slight declines in JD.com, Meituan, Baidu, and Tencent. Alibaba saw an increase of over 1% [2][4][5]. New Energy Vehicle Sector - Stocks in the new energy vehicle sector fell, including Li Auto, NIO, Chery, Beijing Automotive, BYD, and Leap Motor [6]. Semiconductor Sector - Semiconductor stocks experienced declines, with companies like Shanghai Fudan, Jingmen Semiconductor, and Zhongxing Communications reporting losses [7][8]. Gold Sector - Gold stocks led the market gains, with China Gold International rising over 8%. Other gold-related stocks also saw increases, driven by expectations of significant gold purchases by global central banks [9][10]. Military Industry - Military stocks performed well, with China Shipbuilding Industry rising over 9%. Analysts expect the military industry to enter an upward cycle, supported by recent quarterly reports indicating a narrowing decline in performance [11][12]. Oil Sector - Oil stocks saw an uptick, with China Petroleum & Chemical Corporation increasing nearly 3%. This rise is attributed to recent increases in crude oil futures prices [13]. Lithium Battery Sector - Lithium battery stocks gained, with Tianqi Lithium rising nearly 3%. The market for lithium carbonate has shown significant recovery, with prices expected to rise further due to increasing demand [15][16]. Market Sentiment - The market sentiment remains cautious, with expectations of continued adjustments in the Hong Kong stock market due to weak macro liquidity and corporate earnings forecasts. Investors are advised to wait for clearer signals from U.S. monetary policy and mainland economic data before seeking rebound opportunities [21].

呈交日期: 2025年11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 | | 0.01 HKD | | 100,000,000 | 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10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: 宏光半導體有限公司 (於開曼群島註冊成立的有限 ...