Core Viewpoint - Company is pursuing a dual listing in Hong Kong and A-share markets to enhance its international strategy and financing capabilities [1][3] Group 1: Company Overview - Company, formerly known as Weir Shares, rebranded to Howie Group on June 11, 2023 [2][5] - Founded in 2007 by chip tycoon Yu Renrong, Howie Group is recognized as one of the top three image sensor suppliers globally, alongside Sony and Samsung [2][5] - The company focuses on three main product lines: image sensor solutions, display solutions, and analog solutions, while expanding its product offerings to serve high-growth sectors such as smartphones, automotive, medical, security, and emerging markets like machine vision and AI [2][5][6] Group 2: Financial Performance - According to the prospectus, the company's revenue for 2022, 2023, and 2024 is projected to be 20.04 billion, 20.98 billion, and 25.71 billion yuan respectively [6] - For the first nine months of 2025, the company reported revenue of 21.78 billion yuan, a year-on-year increase of 15.2%, with a net profit of 3.21 billion yuan, up 35% [3][6] - The company aims to enhance its overall competitiveness through this listing, focusing on international expansion and overseas business development [3][6]

Group 1 - The core point of the article is that the company, 豪威集团 (Holitech Technology), announced the interest payment schedule for its convertible bonds issued on December 28, 2020, which will start on December 29, 2025, for the period from December 28, 2024, to December 27, 2025 [1]

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-124 | | --- | --- | --- | | 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 关于可转换公司债券 2025 年度付息的公告 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"）于 2020 年 12 月 28 日公开发行的可转换公司债券"韦尔转债"将于 2025 年 12 月 29 日开始支付 自 2024 年 12 月 28 日至 2025 年 12 月 27 日期间的利息。根据公司《公开发行可 转换公司债券募集说明书》（以下简称"《募集说明书》"）有关条款的规定，现将 有关事项公告如下： 一、可转债发行上市概况 1、债券名称：上海韦尔半导体股份有限公司可转换公司债券 2、债券简称：韦尔转债 3、债券代码：113616 4、发行数量、面值及总额：发行数量 2,440 万张，每张面值为人民币 100 元，总额为人民币 24 ...

Core Viewpoint - The report from Guosheng Securities indicates that OmniVision's non-mobile business is gaining momentum, and the growth drivers have shifted. The market is overly pessimistic about the company, primarily due to its perception as a pure mobile CIS chip supplier, while its business structure is changing significantly since the beginning of the year [1] Group 1: Business Transformation - OmniVision's automotive CIS revenue is expected to surpass mobile revenue by 2025, with a solid position in the mid-to-high-end market [1] - The company is increasing its focus on automotive analog chips, promoting the validation and introduction of multiple products such as CAN/LIN, SerDes, PMIC, and SBC, which are expected to synergize well with automotive CIS [1] Group 2: Growth Opportunities - The automotive and imaging businesses are emerging as new growth drivers for the company, while the mobile business faces short-term pressure, the expansion of the product matrix may help increase market share [1] - The company's forward-looking layout in the LCoS field is expected to generate new revenue streams in AI glasses and data center OCS, further enhancing its valuation ceiling [1] Group 3: Investment Outlook - The company is viewed positively for its future development, with maintained revenue and profit forecasts, and its status as a leading domestic CIS player is considered significantly undervalued, leading to a "buy" rating [1]

Group 1 - The core viewpoint of the articles highlights the contrasting dynamics in the global consumer electronics market, characterized by a slowdown in traditional business and an explosion of AI innovation, with AI terminal shipments expected to exceed 300 million units in 2025, driving revenue growth of 25%-40% for related supply chain companies [2] - The shortage and price increase of storage chips are identified as critical variables affecting the industry, with DRAM and NAND Flash spot prices rising over 300% from September to mid-December 2025, and major manufacturers like Samsung and SK Hynix raising prices by up to 30% in Q4 [1][2] - The consumer electronics ETF closely tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2][3] Group 2 - The top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 56.39% of the index, with notable companies including Luxshare Precision, Cambricon, and Industrial Fulian [3] - The anticipated price increase of storage chips in 2025 is projected to be between 30%-50% year-on-year, with the cost of storage for AI phones expected to rise by $80-$120 per unit, potentially leading to a 5-8 percentage point decline in gross margins for brands lacking core technology reserves [2] - The consumer electronics ETF has various connection options, including multiple classes of the Ping An CSI Consumer Electronics Theme ETF, indicating a structured investment approach for investors [3]

Group 1: Core Insights - The report highlights that the market perception of the company as solely a mobile CIS chip supplier is overly pessimistic, as its business structure is shifting towards non-mobile sectors, particularly automotive CIS, which is expected to surpass mobile CIS revenue in 2025 [3][4] - Automotive CIS revenue is projected to exceed 80 billion yuan in 2025, with a year-on-year growth of 30%, indicating a strong position in the mid-to-high-end market [3] - The mobile CIS segment is expected to see a decline, with revenues dropping to approximately 80 billion yuan in 2025, accounting for less than 30% of total revenue due to the lifecycle nearing the end for certain product models [4] Group 2: Financial Projections - The company is expected to achieve revenues of 301.6 billion yuan, 375.7 billion yuan, and 436.7 billion yuan for the years 2025, 2026, and 2027 respectively, with year-on-year growth rates of 17.2%, 24.6%, and 16.2% [5] - Projected net profits for the same years are 47.0 billion yuan, 63.3 billion yuan, and 75.0 billion yuan, reflecting growth rates of 41.5%, 34.6%, and 18.5% [5] - The current stock price corresponds to a price-to-earnings ratio of 32, 24, and 20 for the years 2025, 2026, and 2027, indicating that the company is undervalued as a leading domestic CIS player [5] Group 3: Industry Performance - The report notes that the communication sector has shown significant growth, with a 1-year increase of 78.3%, while the real estate sector has declined by 8.7% over the same period [1] - The coal industry is experiencing a decrease in both production and imports, with November coal production down by 0.5% year-on-year and imports down by 19.9% [8][9] - The report emphasizes the potential for recovery in the optical fiber and cable market, driven by AI demand and a stabilization in ordinary cable prices, suggesting a positive outlook for companies in this sector [6]

豪威集团12月18日大宗交易平台出现一笔成交，成交量6.80万股，成交金额853.67万元，大宗交易成交 价为125.54元，相对今日收盘价溢价2.07%。该笔交易的买方营业部为上海证券有限责任公司静安区南 京西路证券营业部，卖方营业部为国泰海通证券股份有限公司总部。 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为1.06亿元。 证券时报·数据宝统计显示，豪威集团今日收盘价为123.00元，下跌2.18%，日换手率为1.13%，成交额 为17.02亿元，全天主力资金净流出1.75亿元，近5日该股累计上涨1.01%，近5日资金合计净流入9226.21 万元。 两融数据显示，该股最新融资余额为50.95亿元，近5日增加1.28亿元，增幅为2.58%。（数据宝） 12月18日豪威集团大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 6.80 | 853.67 | ...

证券日报网讯 12月18日晚间，豪威集团发布公告称，公司第七届董事会第八次会议审议通过《关于确 定H股全球发售及在香港联合交易所有限公司上市相关事宜之议案》。 （文章来源：证券日报） ...

12月18日，豪威集团收跌2.18%，收盘价为123.00元，发生1笔大宗交易，合计成交量6.8万股，成交金 额853.67万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为9997.46万元。该股近5个交易日累 计上涨1.01%，主力资金合计净流入1105.57万元。 第1笔成交价格为125.54元，成交6.80万股，成交金额853.67万元，溢价率为2.07%，买方营业部为上海 证券有限责任公司静安区南京西路证券营业部，卖方营业部为国泰海通证券股份有限公司总部。 责任编辑：小浪快报 ...

每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 王晓波） 每经AI快讯，豪威集团（SH 603501，收盘价：123元）12月18日晚间发布公告称，公司第七届第八次 董事会会议于2025年12月18日以现场结合通讯方式召开。会议审议了《关于确定H股全球发售及在香港 联合交易所有限公司上市相关事宜之议案》等文件。 截至发稿，豪威集团市值为1488亿元。 ...