证券代码：603501 证券简称：豪威集团 公告编号：2025-076 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 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"）控股股东虞仁 荣先生持有公司股份 333,472,250 股，占公司目前总股本的 27.40%；本次解除质 押情况变动后，虞仁荣先生剩余累计质押股份为 160,570,000 股，占其持股比例 的 48.15%。 ? 公司控股股东及其一致行动人绍兴市韦豪股权投资基金合伙企业（有限 合伙）（以下简称"绍兴韦豪"）、虞小荣先生共计持有公司股份 408,576,912 股， 占公司目前总股本的 33.57%；本次解除质押情况变动后，虞仁荣先生及其一致 行动人累计质押公司股份 217,466,000 股，占其持有公司股份总数的 53.23%，占 公司目前总股本的 17.87%。 一、本次股份解除质押的情况 公司于 2025 年 7 月 22 日接到控股股东虞仁荣先生的通 ...

豪威集成电路（集团）股份有限公司（以下简称"公司"）控股股东虞仁 荣先生持有公司股份 333,472,250 股，占公司目前总股本的 27.40%；本次解除质 押情况变动后，虞仁荣先生剩余累计质押股份为 160,570,000 股，占其持股比例 的 48.15%。 公司控股股东及其一致行动人绍兴市韦豪股权投资基金合伙企业（有限 合伙）（以下简称"绍兴韦豪"）、虞小荣先生共计持有公司股份 408,576,912 股， 占公司目前总股本的 33.57%；本次解除质押情况变动后，虞仁荣先生及其一致 行动人累计质押公司股份 217,466,000 股，占其持有公司股份总数的 53.23%，占 公司目前总股本的 17.87%。 一、本次股份解除质押的情况 | 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-076 | | --- | --- | --- | | 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 关于控股股东部分股权解除质押的公告 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 ...

Summary of Will Semi (OmniVision) Conference Call Company Overview - **Company Name**: Will Semi (re-branded to OmniVision) - **Stock Code**: 603501.SS Key Industry Insights - **Industry Focus**: Camera Integrated Circuits (CIS) for smartphones and automotive applications - **Market Trends**: Increasing adoption of cameras in vehicles and flagship smartphone launches in the second half of the year Core Financial Projections - **2Q25 Revenue Growth**: Expected to grow by +18% YoY to Rmb7.7 billion, continuing the growth trend from 1Q (+15% YoY) [1][3] - **Net Income Growth**: Projected net income growth of +33% YoY to Rmb1.1 billion in 2Q25 [1][3] - **Gross Margin**: Anticipated to be 30.6% in 2Q25, slightly down from 31.0% in 1Q25 due to lower contributions from smartphone CIS during slow seasons [3] Product Developments - **Smartphone CIS**: - New product OV50X with 50MPx sensor to start mass production in 3Q25, targeting flagship Android models [2] - Smartphone CIS expected to contribute 38% of revenues in 2024 [2] - **Automotive CIS**: - Expected to grow due to increased camera adoption in vehicles (from 3-4 cameras to 7-10 cameras per vehicle) [2] - Projected vehicle camera shipments in China to reach 126 million in 2025, growing at a +22% CAGR to 343 million by 2030 [2] Earnings Revisions - **2025-2027 Estimates**: Full-year estimates for revenue and net income remain unchanged, with adjustments made for quarterly seasonality [8] Valuation and Price Target - **12-Month Price Target**: Rmb175.3, based on a 31x 2026E P/E, which is within the company's historical trading range [13][15] - **Current Price**: Rmb125.71, indicating a potential upside of 39.4% [15] Risks to Consider - **Product Expansion**: Risks include slower new product expansion and product mix improvement in smartphone CIS [14] - **Market Demand**: Weaker-than-expected demand in the China smartphone market could impact growth [14] - **Trade Tensions**: Potential impacts from ongoing trade tensions may pose risks to operations [14] Conclusion - **Investment Recommendation**: Maintain Buy rating based on strong growth prospects in both smartphone and automotive CIS segments, supported by new product launches and market trends [1][2][15]

Core Viewpoint - The company, Haowei Group, has made significant moves in the capital market, including a name change and a listing application in Hong Kong, indicating its ambition to expand and potentially revalue the semiconductor sector in the Hong Kong market [1][8]. Group 1: Company Overview - Haowei Group, established in 2007, is one of the top ten Fabless semiconductor companies globally, with a market capitalization of 150 billion RMB [1]. - The company has diversified its product lines, including image sensor solutions, display solutions, and analog solutions, solidifying its leading position in the industry [1]. Group 2: Financial Performance - The company's revenue and profit have shown a significant upward trend from 2022 to 2024, with revenues of 20.04 billion RMB in 2022, 20.98 billion RMB in 2023, and projected 25.71 billion RMB in 2024 [2][4]. - In 2024, the net profit is expected to reach 3.279 billion RMB, marking a substantial increase from previous years [2][4]. - The image sensor solutions segment has become the primary revenue driver, accounting for 74.7% of total revenue in 2024, with a notable increase in revenue from high-end smartphone applications and automotive sectors [2][4]. Group 3: Market Position and Growth Drivers - The global CIS market is projected to grow from 17.9 billion USD in 2020 to 19.5 billion USD in 2024, with a compound annual growth rate (CAGR) of 2.2%, and expected to reach 29.5 billion USD by 2029, with a CAGR of 8.6% [5]. - Haowei Group's strategic shift towards CIS design after acquiring Beijing Haowei in 2019 has significantly contributed to its growth, with the semiconductor distribution business now only accounting for 15.3% of total revenue [3][4]. Group 4: Technological Advancements - The company has developed advanced technologies in various fields, including LED flicker suppression, global shutter technology, and low-light performance, enhancing its competitive edge in the CIS market [7][8]. - Haowei Group is also expanding its technological capabilities in emerging fields such as smart glasses, robotics, and industrial automation, positioning itself to meet the growing demand in these sectors [8].

电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600745 | 闻泰科技 | 5.53 | 4.31 | 18777.82 | | 603501 | 豪威集团 | 2.63 | 2.14 | 16859.37 | | 600206 | 有研新材 | 1.98 | 8.94 | 11803.56 | | 002484 | 江海股份 | 2.15 | 7.04 | 9040.68 | | 002916 | 深南电路 | 0.53 | 2.28 | 7750.72 | | 301630 | 同宇新材 | 5.22 | 45.42 | 6566.38 | | 001287 | 中电港 | 5.00 | 29.80 | 6070.47 | | 002371 | 北方华创 | 2.07 | 1.13 | 5059.40 | | 688072 | 拓荆科技 | 4.86 | 2.18 | 4556.25 | | 301489 | 思泉新材 | 2.06 | 15.27 | 3789.36 ...

Core Points - The announcement details the suspension of the conversion of "Weir Convertible Bonds" due to the implementation of the 2024 annual equity distribution by Haowei Integrated Circuit (Group) Co., Ltd [1] - The company will distribute a cash dividend of 2.20 yuan (including tax) for every 10 shares, with a total expected cash dividend of approximately 263.99 million yuan (including tax) [1] - The suspension of the bond conversion will occur from July 25, 2025, until the equity registration date, with resumption on the first trading day after the registration [1] Group 1 - The company will announce the implementation of the equity distribution and the adjustment of the convertible bond conversion price on July 26, 2025 [1] - Holders of the convertible bonds can convert their bonds until July 24, 2025, to enjoy the equity distribution [1] - The equity distribution plan will be adjusted if there are changes in the company's total share capital before the distribution [1]

证券代码：603501 证券简称：豪威集团 公告编号：2025-073 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 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"）控股股东虞 仁荣先生持有公司股份 333,472,250 股，占公司目前总股本的 27.40%；本次质押 情况变动后，虞仁荣先生累计质押股份为 218,008,400 股，占其持股比例的 65.38%。 ? 公司控股股东虞仁荣先生及其一致行动人绍兴韦豪、虞小荣先生共计持 有公司股份 408,576,912 股，占公司目前总股本的 33.57%；本次质押情况变动后， 虞仁荣先生及其一致行动人累计质押公司股份 274,904,400 股，占其持有公司股 份总数的 67.28%，占公司目前总股本的 22.59%。 公司于 2025 年 7 月 18 日接到控股股东虞仁荣先生的通知，获悉其持有本公 司的部分股份已办理质押及解除质押登记手续，具体事项如下： 一、公司股份质 ...

Core Viewpoint - The company has approved adjustments to the exercise prices of its stock options as part of its incentive plans, which will not materially affect its financial status or operational results [1][2]. Summary by Sections Stock Option Incentive Plan Approval and Implementation - The company granted a total of 7,716,850 stock options to 777 incentive recipients in the first phase of the 2023 stock option incentive plan, with an initial exercise price of 78.97 yuan per share [1]. - The exercise price was subsequently adjusted downwards through several meetings, reaching 78.41 yuan per share [1]. - In the second phase of the 2023 stock option incentive plan, 12,270,600 stock options were granted to 2,079 recipients, also starting at 78.97 yuan per share and adjusted to 78.41 yuan per share [1]. - For the 2025 stock option incentive plan, 3,361 recipients were granted stock options with an initial exercise price of 139.29 yuan per share, which was adjusted to 139.07 yuan per share [1]. Explanation of the Adjustment to Exercise Prices - The adjustments to the exercise prices are in accordance with the company's profit distribution plan, which includes a cash dividend of 2.20 yuan per 10 shares [1]. - The adjustment formula used is P = P0 - V, where P0 is the pre-adjustment exercise price, V is the cash dividend per share, and P is the post-adjustment exercise price [1]. Impact on Company Performance - The adjustments to the stock option exercise prices are not expected to have a substantial impact on the company's financial condition or operational results, and the management team will continue to fulfill their responsibilities diligently [1]. Legal Opinion - The adjustments have been deemed legal and valid by the legal counsel, confirming that all necessary approvals and procedures have been followed in accordance with relevant regulations [2].

| 证券代码：603501 | 证券简称：豪威集团 公告编号：2025-075 | | --- | --- | | 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 关于实施 2024 年度权益分派时 "韦尔转债"停止转股的提示性公告 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： 如在公司实施权益分派前，公司总股本发生变动的，公司将维持每股分配金 额不变，相应调整分配总额。具体内容详见公司于 2025 年 4 月 16 日、2025 年 6 月 11 日在上海证券交易所网站（http://www.sse.com.cn）和公司指定信息披露媒体 披露的《关于 2024 年度利润分配预案的公告》（公告编号：2025-026）、《2024 年 年度股东大会决议公告》（公告编号：2025-057）。 本次权益分派方案实施后，公司将根据《上海韦尔半导体股份有限公司公开 发行可转换公司债券募集说明书》的发行条款及相关规定，对"韦尔转债"当期 转股价格进行调整。 二、本次权益分派方案实施时 ...

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-074 | | --- | --- | --- | | 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 关于调整股票期权行权价格的公告 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。 豪威集成电路（集团）股份有限公司（以下简称"公司"）于 2025 年 7 月 18 日召开第七届董事会第三次会议，审议通过了《关于调整股票期权行权价格的议 案》。现将相关事项说明如下： 一、股票期权激励计划批准及实施情况 （一）2023 年第一期股票期权激励计划的相关情况 1、2023 年 10 月 10 日，公司召开 2023 年第三次临时股东大会审议过了《关 于<2023 年第一期股票期权激励计划（草案）>及其摘要的议案》《关于制定<2023 年第一期股票期权激励计划实施考核管理办法>的议案》《关于提请股东大会授权 公司董事会办理股权激励计划有关事项的议案》等相关议案，公司已于 2023 年 12 月 4 日在中国证券登记结算 ...