证券代码：603160 证券简称：汇顶科技 公告编号：2025-076 深圳市汇顶科技股份有限公司 关于以集中竞价交易方式首次回购公司股份的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/11/22 | | --- | --- | | 回购方案实施期限 | 2025 年 11 月 21 日~2026 年 11 月 20 日 | | 预计回购金额 | 20,000万元~40,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 120,000股 | | 累计已回购股数占总股本比例 | 0.026% | | 累计已回购金额 | 957.2774万元 | | 实际回购价格区间 | 78.76元/股~80.08元/股 | 一、回购股份的基本情况 深圳市汇顶科技股份有限公司（以下简称"公司"）于2025年11月21日召开 第五届董事会第十四次会议，审议通过了《关于 ...

格隆汇11月24日丨汇顶科技(603160.SH)公布，2025年11月24日，公司通过集中竞价交易方式首次回购 股份12万股，已回购股份占公司总股本的比例为0.026%，购买的最高价为80.08元/股，最低价为78.76 元/股，已支付的总金额为957.2774万元（不含交易费用）。 ...

汇顶科技公告，公司于2025年11月24日通过集中竞价交易方式首次回购股份12万股，占公司总股本的 0.026%。本次回购的最高价为80.08元/股，最低价为78.76元/股，已支付的总金额为957.28万元（不含交 易费用）。 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, particularly with the rise of the Zhongzheng AI Theme Index and its constituent stocks, indicating a positive market sentiment towards AI-related investments [1][2] - The Zhongzheng AI Theme Index (930713) has shown an increase of 0.49%, with notable gains from constituent stocks such as Guangxun Technology (up 4.85%) and Sanliu Ling (up 4.84%) [1] - The AI Artificial Intelligence ETF (512930) also experienced a rise of 0.47%, reflecting the overall positive trend in the AI investment landscape [1][2] Group 2 - Nvidia's AI server shipments are expected to accelerate in Q4, indicating a robust demand for AI hardware and a potential surge in the ASIC market, which is likely to benefit the AI-PCB and core computing hardware sectors [2] - The top ten weighted stocks in the Zhongzheng AI Theme Index account for 63.29% of the index, with companies like Zhongji Xuchuang and Xinyi Sheng leading the list, showcasing the concentration of investment in key players within the AI industry [2]

Core Viewpoint - 汇顶科技's stock price has shown a decline this year, with a recent increase in trading activity and a notable net inflow of funds, indicating potential investor interest despite recent performance challenges [1][2]. Financial Performance - For the period from January to September 2025, 汇顶科技 reported a revenue of 35.21 billion yuan, representing a year-on-year growth of 9.25%. The net profit attributable to shareholders was 6.77 billion yuan, marking a significant increase of 50.99% compared to the previous year [2]. - Since its A-share listing, 汇顶科技 has distributed a total of 16.83 billion yuan in dividends, with 3.33 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 24, 汇顶科技's stock price was 78.78 yuan per share, with a market capitalization of 366.06 billion yuan. The stock has experienced a decline of 1.52% year-to-date and a 5.65% drop over the last five trading days [1]. - The company saw a net inflow of 281.99 million yuan in principal funds, with significant buying activity from large orders [1]. Shareholder Structure - As of November 10, the number of shareholders for 汇顶科技 increased to 77,100, with an average of 6,023 shares held per shareholder, a decrease of 2.44% from the previous period [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.43 million shares, an increase of 3.60 million shares from the previous period [3].

Core Viewpoint - Company plans to repurchase shares worth between 200 million to 400 million yuan to implement an employee stock ownership plan, reflecting confidence in future growth and recognition of its own value [1][2] Share Repurchase Details - The repurchase will be conducted through centralized bidding, with a maximum price set at 124.15 yuan per share, not exceeding 150% of the average trading price over the previous 30 trading days [2] - Estimated repurchase volume ranges from approximately 161,095 to 322,191 shares, accounting for 0.35% to 0.69% of the total share capital [2] - The repurchase period is set from November 21, 2025, to November 20, 2026 [2] Financial Performance - Company reported a cumulative net profit of 1.446 billion yuan over the last three years, with a net profit of 677 million yuan in the first three quarters of 2025, representing a year-on-year growth of 50.99% [1][5] - In 2023, the company achieved a revenue of 4.408 billion yuan, a year-on-year increase of 30.26%, and a net profit of 165 million yuan [4] - The company experienced a significant loss in 2022, with a net profit of -748 million yuan due to declining market demand and increased competition [4] R&D Investment - R&D expenses have been increasing, reaching 838 million yuan in the first three quarters of 2025, a year-on-year growth of 16.42% [6] - The company employs around 1,200 staff, with over 80% in R&D roles and more than 50% holding master's degrees or higher [6] Historical Context - Since its listing in 2016, the company has completed three share repurchases totaling 1.1 billion yuan and has distributed 1.683 billion yuan in dividends, with a dividend payout ratio of 20.99% [3]

Group 1 - The core point of the article is the management reshuffle at Huida Technology, with Liu Yuping resigning as president and Ye Jinchun appointed as the new president, effective immediately after the board's approval [1][3] - Ye Jinchun has been with Huida Technology since 2007, holding various positions that demonstrate his technical and business expertise, which is expected to enhance the company's strategic planning and product development [3][4] - Liu Yuping will continue to play a significant role in the company as the assistant to the CEO, focusing on major operational matters, which is seen as a move to maintain stability within the core management team [3][4] Group 2 - For the first three quarters of 2025, Huida Technology reported a revenue of 3.521 billion yuan and a net profit of 677 million yuan, indicating a solid financial performance [4] - The company has established a strong customer base in the fields of human-computer interaction and IoT chip design, particularly in fingerprint recognition and touch control markets [4] - The appointment of a familiar executive from within the company is expected to improve the response speed in new product development, technology iteration, and market expansion amid increasing industry competition [4]

Group 1 - As of November 21, nearly 40 companies in the Shanghai market announced share buybacks and positive operational news, with 32 of these being buyback announcements [1] - Huida Technology announced a new buyback plan of 200 million to 400 million yuan, with a buyback price ceiling of 124.15 yuan per share, representing approximately 0.35% to 0.69% of its total share capital [1] - Other companies like Yongyuan Tourism and Xiangyuan Cultural Tourism also initiated their first buybacks, with significant amounts being allocated for these plans [2] Group 2 - Xiangyuan Cultural Tourism plans to buy back between 80 million to 120 million yuan from November 18, 2025, to May 15, 2026, and has already repurchased 2.095 million shares for 15.63 million yuan [2] - Yongyuan Tourism began its buyback on November 10, 2025, repurchasing 1 million shares for 5.39 million yuan, while Xingdesheng repurchased 200,000 shares for 4.93 million yuan on the same day [2] - China National Shipping Holdings announced a buyback plan of 749 million to 1.498 billion yuan, having repurchased 40.53 million shares for a total of 607 million yuan by November 21 [2] Group 3 - China Jushi disclosed a buyback plan of up to 880 million yuan, having repurchased 34.18 million shares, which is 0.85% of its total share capital, with over 534 million yuan spent in one month [3] - Jiangsu Hengrui Medicine and Zhuzhou Qibin Group also reported their buyback activities, with Hengrui repurchasing 979,900 shares for 59.79 million yuan, totaling 889.87 million yuan in buybacks [3] - Zhuzhou Qibin Group repurchased 15.95 million shares for 112.36 million yuan, with total buybacks reaching 27.96 million shares and 195.96 million yuan spent [3] Group 4 - Seven companies, including Chengdu Bank and China Railway High-tech Industry, reported shareholder buyback progress, with Longi Green Energy's chairman completing a buyback of 6.13 million shares for 100.69 million yuan [4] - Sinopec announced that its controlling shareholder and related parties have increased their holdings by 34.56 million shares for approximately 194 million yuan since April 9, 2025, totaling over 294 million yuan in buybacks [4]

Group 1 - The company appointed Mr. Ye Jinchun as the new president, effective from the date of the board meeting on November 21, 2025, until the end of the current board's term [2][7][8] - The board meeting was legally convened with all eight directors present, and the decision to appoint the new president was unanimous [3][6] - The previous president, Mr. Liu Yuping, resigned due to work adjustments, and his departure will not affect the company's daily operations [7][8] Group 2 - The company approved a share repurchase plan, intending to buy back shares worth between RMB 200 million and RMB 400 million, to enhance investor confidence and improve long-term incentive mechanisms [5][11][15] - The repurchase will occur within a 12-month period from November 21, 2025, to November 20, 2026, with a maximum price of RMB 124.15 per share [11][18][22] - The repurchased shares will be used for the company's employee stock ownership plan, and if not fully utilized within three years, the unutilized shares will be canceled [15][31][32] Group 3 - The company has a healthy financial position, with total assets of approximately RMB 10.96 billion and net assets of about RMB 9.33 billion as of September 30, 2025 [25] - The repurchase plan is expected to have a minimal impact on the company's daily operations and financial health, as the total repurchase amount represents about 3.65% of total assets and 4.29% of net assets [25][26] - The management believes that the share repurchase reflects confidence in the company's intrinsic value and will help maintain the company's market image [25][26]

Core Viewpoint - The company, Huizhi Technology (603160), announced the appointment of Mr. Ye Jinchun as the new president during the 14th meeting of the fifth board of directors held on November 21, 2025 [1] Group 1 - The board of directors approved the proposal to appoint a new president [1] - The meeting took place on November 21, 2025 [1] - Mr. Ye Jinchun is the individual selected for the position of president [1]