Core Insights - The AI industry is undergoing a significant revolution, comparable to the Industrial Revolution, requiring a long-term perspective for observation [2] - The China Securities Artificial Intelligence Theme Index (930713) has shown positive performance, with notable increases in constituent stocks [1][3] Group 1: Market Performance - As of November 28, 2025, the China Securities Artificial Intelligence Theme Index (930713) rose by 0.65%, with key stocks like Xinyi Technology (300502) increasing by 4.17% and Hengxuan Technology (688608) by 4.13% [1] - The AI Artificial Intelligence ETF (512930) also saw a rise of 0.64%, with the latest price at 2.06 yuan [1] Group 2: Industry Development - The National Energy Administration has initiated a "Artificial Intelligence + Energy" pilot program, focusing on eight major scenarios and 37 key tasks to enhance the integration of AI in the energy sector [1] - CITIC Construction Investment Securities expresses optimism regarding the demand for AI computing power and applications, highlighting the need for significant investment in AI models for commercial realization [2] Group 3: Index Composition - As of October 31, 2025, the top ten weighted stocks in the China Securities Artificial Intelligence Theme Index (930713) accounted for 63.29% of the index, including companies like Zhongji Xuchuang (300308) and Cambricon Technologies (688256) [3] - The AI Artificial Intelligence ETF closely tracks the China Securities Artificial Intelligence Theme Index, which includes 50 companies involved in providing resources, technology, and application support for AI [2]

Group 1 - The controlling shareholder of the company, Mr. Yu Renrong, holds 333,472,250 shares, accounting for 27.64% of the total share capital, and after the release of the pledge, he has 171,790,000 shares pledged, which is 51.52% of his holdings [2][3] - The controlling shareholder and his concerted actors hold a total of 408,576,912 shares, representing 33.87% of the total share capital, and after the release of the pledge, the total pledged shares amount to 187,646,000, which is 45.93% of their total holdings and 15.55% of the company's total share capital [2][3] Group 2 - The company’s wholly-owned subsidiary, Shaoxing Weihua, plans to invest RMB 200 million in the Shanghai Yuanhe Puhua Private Equity Fund as a limited partner [7][10] - This transaction does not constitute a related party transaction or a major asset restructuring and has been approved by the company's general manager's office without needing board or shareholder approval [8][10] Group 3 - The investment aims to seize opportunities in the domestic integrated circuit industry, leveraging the fund manager's industry experience and resources to enhance the company's competitive capabilities [27] - The fund will primarily focus on investing in unlisted companies in the integrated circuit design, manufacturing, and testing sectors, ensuring that at least 70% of the total contributions are allocated to these areas [21][27]

Core Viewpoint - The company, Haowei Group, is establishing a private equity investment fund focused on the integrated circuit industry, with a total fundraising target of 1.0875 billion yuan [1] Group 1: Fund Details - The fund is named Shanghai Yuanhe Puhua Private Fund Partnership and will be initiated by Haowei Group's wholly-owned subsidiary, Shaoxing Weihau, along with Shanghai Guotou Xiandao Integrated Circuit Private Investment Fund Partnership [1] - The company will invest 200 million yuan as a limited partner in this fund [1] Group 2: Investment Focus - The fund will primarily invest in unlisted companies within the integrated circuit sector, including design, manufacturing, packaging, testing, equipment materials, and components [1] - This investment aims to enhance the company's understanding of industry investments and development directions while seizing investment opportunities that align with its strategic goals [1]

Core Viewpoint - The company, Haowei Group, is establishing a private equity investment fund focused on the integrated circuit industry, with a total fundraising scale of 1.0875 billion yuan [1] Group 1: Fund Details - The fund, named Shanghai Yuanhe Puhua Private Fund Partnership, is initiated by Haowei Group's wholly-owned subsidiary, Shaoxing Wehao, in collaboration with Shanghai Guotou Xiandao Integrated Circuit Private Investment Fund Partnership [1] - The company will invest 200 million yuan as a limited partner in this fund [1] Group 2: Investment Focus - The fund will primarily invest in unlisted companies within the integrated circuit sector, including design, manufacturing, packaging and testing, equipment materials, and components [1] - This investment aims to help the company understand industry investments and development directions, seize investment opportunities, and accelerate the implementation of its development strategy [1]

Core Viewpoint - The company, Optoelectronics Group (603501.SH), announced that its wholly-owned subsidiary, Shaoxing Wehao, plans to invest 200 million yuan in the Shanghai Yuanhe Puhua Private Equity Fund as a limited partner, which does not constitute a related party transaction or a major asset restructuring [1] Investment Details - The investment amount is 200 million yuan, which represents an 18.39% share of the total commitment to the fund [1] - The investment has been approved by the general manager's office and does not require board or shareholder approval [1] Risks Associated - The investment is characterized by a long investment cycle and low liquidity [1] - Shaoxing Wehao will not have decision-making or control rights over the fund, leading to risks associated with the inability to control project investment progress [1]

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-115 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 豪威集成电路（集团）股份有限公司 关于参与投资私募股权投资基金的公告 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： 豪威集成电路（集团）股份有限公司（以下简称"公司"）全资企业绍兴 韦豪企业管理咨询合伙企业（有限合伙）（以下简称"绍兴韦豪"）拟作为有限合 伙人以现金方式出资人民币 20,000 万元认购上海元禾璞华私募基金合伙企业（有 限合伙）（以下简称"基金"或"合伙企业"）的基金份额。 一、合作情况概述 （一）合作的基本概况 本次交易不构成关联交易 本次交易未构成重大资产重组 本次交易已经公司总经理办公会批准通过，无需提请公司董事会及股东 会批准，未达到股东会的审议标准。 特别风险提示： （一）由于基金具有投资周期长、流动性较低等特点，在投资过程中将受宏 观经济、行业周期、投资标的公司经营管理等多种因素影响，可能存在因决 ...

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-114 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 豪威集成电路（集团）股份有限公司 公司于 2025 年 11 月 27 日接到控股股东虞仁荣先生的通知，虞仁荣先生质 押给山东省国际信托股份有限公司的股权已办理完成了解除质押手续，具体事项 如下： | 股东名称 | 虞仁荣 | | | --- | --- | --- | | 本次解质股份（股） | 8,500,000 | | | 占其所持股份比例 | 2.55% | | | 占公司总股本比例 | 0.70% | | | 解质时间 | 2025 年 11 月 26 | 日 | | 持股数量（股） | 333,472,250 | | | 持股比例 | 27.64% | | | 剩余被质押股份数量（股） | 171,790,000 | | --- | --- | | 剩余被质押股份数量占其所持股份比例 | 51.52% | | 剩余被质押股份数量占公司总股本比例 | 14.24% | 虞仁荣先生本次解除质押的股份目前尚无用于后续质 ...

每经AI快讯，11月27日，豪威集团(603501.SH)公告称，公司全资企业绍兴韦豪拟作为有限合伙人以现 金方式出资2亿元认购上海元禾璞华私募基金合伙企业（有限合伙）的基金份额。本次投资不构成关联 交易，未构成重大资产重组，已通过总经理办公会批准，无需提请董事会及股东会批准。投资存在投资 周期长、流动性较低等风险，且绍兴韦豪对该基金的认缴出资总额占比为18.39%，公司对该基金的决 策无决定权和控制权，存在不能控制项目投资进展的风险。 ...

格隆汇11月27日丨豪威集团(603501.SH)公布，为了把握产业投资机会，加快公司发展战略的实施，拓 展投资渠道，提升公司综合竞争能力，公司全资企业绍兴韦豪拟与上海国投先导集成电路私募投资基金 合伙企业(有限合伙)、苏州元禾控股股份有限公司、上海张江浩成创业投资有限公司、宁波前湾新区甬 投海洋产业投资合伙企业(有限合伙)参与投资苏州优纳创企业管理合伙企业(有限合伙)(以下简称"苏州 优纳创")发起设立的私募股权投资基金，基金名称为上海元禾璞华私募基金合伙企业(有限合伙)，基金 募集规模为人民币108,750万元，执行事务合伙人为苏州优纳创，基金管理人为元禾璞华同芯(苏州)投资 管理有限公司(以下简称"元禾璞华同芯")。绍兴韦豪作为有限合伙人投资人民币20,000万元认购该基金 的基金份额。 本次投资设立的基金主要聚焦投资于集成电路设计、制造和封测、装备材料和零部件等集成电路相关领 域的未上市企业。在保证公司主营业务稳健发展的前提下，本次投资将有助于公司了解产业投资及其发 展方向，把握产业投资机会，加快公司发展战略的实施，布局与公司主营业务具有协同性且符合公司发 展战略的项目。 ...

人民财讯11月27日电，豪威集团（603501）11月27日公告，全资企业绍兴韦豪企业管理咨询合伙企业 (有限合伙)(简称"绍兴韦豪")拟作为有限合伙人以现金方式出资2亿元认购上海元禾璞华私募基金合伙企 业(有限合伙)的基金份额。绍兴韦豪对该基金的认缴出资总额占比为18.39%，公司对该基金的决策无决 定权和控制权，对该基金无重大影响。 ...