Group 1 - Semiconductor stocks generally rose, with notable increases in companies such as Hua Hong Semiconductor (+4.62%), Beike Micro (+3.82%), Hongguang Semiconductor (+3.64%), and SMIC (+2.09%) [1] - U.S. President Trump announced a 100% tariff on imported chips and semiconductor products, which can be avoided if manufacturers choose to produce these products in the U.S. [1] - SMIC and Hua Hong Semiconductor are set to release their Q2 earnings reports, with concerns about reduced national subsidies leading to lower performance guidance from both companies [1] Group 2 - Dongwu Securities predicts that both SMIC and Hua Hong Semiconductor will exceed their Q2 performance guidance due to favorable downstream market conditions and operational rates [1] - The new national subsidy policy expected in Q3 is anticipated to further enhance the industry outlook, indicating a positive trend for the wafer foundry sector [1] - The ongoing U.S. regulatory pressures are reinforcing the trend towards self-sufficiency in the semiconductor industry [1]

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]

港股半导体股短线拉升，宏光半导体涨超7%，华虹半导体涨超6%，晶门半导体、中芯国际、上海复旦 均涨超2%。 无需港股通，A股账户就能T+0买港股>> ...

Group 1 - Semiconductor stocks in Hong Kong experienced a short-term surge, with Macro Semiconductor (06908.HK) rising over 7% [1] - Hua Hong Semiconductor (01347.HK) saw an increase of more than 6% [1] - Other companies such as Jingmen Semiconductor (02878.HK), SMIC (00981.HK), and Shanghai Fudan (01385.HK) all rose by over 2% [1]

Group 1 - Semiconductor stocks in Hong Kong showed strong performance in the afternoon session, with Macro Semiconductor (06908.HK) rising over 10% [1] - Hua Hong Semiconductor (01347.HK) increased by more than 5% [1] - Jingmen Semiconductor (02878.HK) and SMIC (00981.HK) both saw gains of over 3% [1]