| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-097 | | --- | --- | --- | | 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 关于可转债转股及股权激励计划自主行权结果 暨股份变动公告 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： 可转债转股情况：豪威集成电路（集团）股份有限公司（以下简称"公 司"）截至 2025 年 9 月 30 日，累计共有 7,588,000 元"韦尔转债"转换为公司股 票，累计因转股形成的股份数量为 34,974 股，占"韦尔转债"转股前公司已发 行股份总额的 0.004%。其中，2025 年第三季度，转股金额为 53,000 元，因转股 形成的股份数量为 323 股。截至 2025 年 9 月 30 日，尚未转股的"韦尔转债"金 额为 2,432,408,000 元，占可转债发行总额的 99.69%。 期权自主行权情况：2025 年第三季度，公司股票期权激励计划通过自主 行权方式已在中国证 ...

Core Viewpoint - The announcement from OmniVision Technologies regarding the planned share reduction by its controlling shareholder, Yu Renrong, highlights the company's ongoing financial strategies and market positioning in the semiconductor industry [1][2]. Group 1: Share Reduction Details - Yu Renrong plans to reduce his shareholding by up to 24 million shares, representing a maximum of 1.99% of the total shares, between October 29, 2025, and January 28, 2026 [1]. - The estimated market value of the shares to be sold, based on the closing price of 151.17 yuan on September 30, is approximately 3.628 billion yuan [1]. - The reason for the share reduction is to repay loans and lower the pledge ratio, as Yu Renrong and his associates have pledged 198 million shares, accounting for 48.54% of their holdings and 16.44% of the company's total shares [1]. Group 2: Financial Performance - In the first half of the year, OmniVision reported revenue of 13.956 billion yuan, a year-on-year increase of 15.42%, and a net profit attributable to shareholders of 2.028 billion yuan, up 48.34% [2]. - The image sensor solutions segment generated 10.346 billion yuan in revenue, making up 74.21% of total revenue, with a year-on-year increase of 11.10% driven by demand in emerging fields such as automotive electronics [2]. - The automotive CIS business alone generated 3.789 billion yuan, reflecting a growth of 30.04% year-on-year, with a projected market share of 32.9% in the global automotive CIS market by 2024 [2].

Core Viewpoint - The controlling shareholder of Haowei Group, Yu Renrong, plans to reduce his stake in the company by up to 24 million shares, representing a maximum of 1.99% of the total shares, through block trading within three months after the announcement [1][2]. Group 1: Shareholder's Reduction Plan - Yu Renrong intends to cash out approximately 3.63 billion yuan based on the closing price of 151.17 yuan per share on September 30 [1]. - As of the announcement date, Yu Renrong holds 333,472,250 shares, which is 27.65% of the company's total share capital [1]. - The reduction plan is driven by personal funding needs and will not affect the company's governance structure or operational continuity [2]. Group 2: Historical Shareholding and Reductions - Initially, Yu Renrong held 279 million shares, accounting for 67.17% of the total share capital [2]. - Since January 5, 2021, he has cumulatively reduced his holdings by 13.9 million shares, realizing approximately 2.27 billion yuan [2]. - The historical reduction data shows that from September 28, 2021, to December 31, 2021, he sold 723,934.6 shares at an average price of 276.93 yuan per share, totaling 2.61 billion yuan [3].

Core Viewpoint - The controlling shareholder of Haowei Group plans to reduce their stake by up to 1.99% to repay loans and lower the pledge ratio, amid increasing competition from domestic rivals in the smartphone CMOS image sensor market [1][2]. Group 1: Shareholder Actions - The controlling shareholder, Yu Renrong, holds 333 million shares, accounting for 27.65% of the total share capital, valued at approximately 50.4 billion yuan based on the closing price on September 30 [2]. - Yu Renrong intends to reduce up to 24 million shares through block trading, estimated to be worth around 3.6 billion yuan [2]. - Following recent pledge and release of shares, Yu Renrong's pledged shares amount to 172 million, representing 51.58% of their holdings [2]. Group 2: Financial Implications - The controlling shareholder has 25.38 million shares due for pledge expiration in the next six months, which is 6.21% of their holdings and 2.10% of the total share capital, with a corresponding financing balance of 1.1 billion yuan [2]. - In the next year, excluding the aforementioned shares, there are 109.74 million pledged shares, which is 26.86% of their holdings and 9.10% of the total share capital, with a financing balance of 5.558 billion yuan [3]. Group 3: Market Competition - The smartphone CMOS image sensor market is primarily dominated by Sony and Samsung, with Haowei Group being a preferred domestic supplier for local smartphone manufacturers [4]. - Haowei Group's revenue from smartphone-related image sensors was approximately 3.92 billion yuan in the first half of 2025, a decrease of 19.48% year-on-year due to the nearing end of product life cycles [4]. - In contrast, competitor Sitwei reported a 40.49% increase in smartphone business revenue to 1.755 billion yuan, accounting for 46.35% of its main revenue [4]. Group 4: Product Development - Haowei Group has recently launched the 50-megapixel OV50X sensor aimed at high-end smartphones, enabling cinematic video recording, and has achieved mass production [5]. - The company anticipates that 200-megapixel sensors will become a key product in the future smartphone CMOS image sensor market [5].

Industry News - The People's Bank of China reported that as of the end of September, the country's gold reserves stood at 74.06 million ounces, marking an increase of 40,000 ounces from the previous month, continuing a streak of 11 consecutive months of gold accumulation [9] - The Ministry of Finance and the Ministry of Commerce announced a funding subsidy of 2 billion yuan for each international consumption center city to support the construction of an international consumption environment [10] - Morgan Stanley reported that foreign capital inflow into the Chinese stock market rebounded to 4.6 billion USD in September, the highest monthly inflow since November 2024, driven by passive funds [12] - Goldman Sachs raised its gold price forecast for December 2026 to 4,900 USD per ounce, up from a previous estimate of 4,300 USD, anticipating continued net purchases of gold by central banks [11] - The State Development and Reform Commission allocated 69 billion yuan in special bonds to support the consumption upgrade policy, completing the annual target of 300 billion yuan [6] Company News - BYD announced total sales of 396,270 new energy vehicles in September, a decrease from 419,426 units in the same month last year, while cumulative sales for the year reached 3,260,146 units, reflecting a year-on-year growth of 18.64% [26] - Cambrian Technology disclosed that its private placement price is set at 1,195.02 yuan per share, with a total fundraising amount of 3.985 billion yuan for projects related to large model chip platforms and software platforms [19] - Tesla launched a new version of the Model Y priced at 39,990 USD, approximately 11% cheaper than the previous base model, to counter the impact of the cancellation of electric vehicle subsidies in the US [20] - OpenAI completed a secondary transaction allowing employees to sell shares at a record valuation of 500 billion USD, surpassing SpaceX to become the highest-valued startup globally [21] - Hainan Huatie announced the termination of a 36.9 billion yuan computing power service agreement due to significant changes in market conditions since the contract was signed [22]

Core Viewpoint - The announcement of Huowei Group's major shareholder, Yu Renrong, planning to reduce his stake by up to 24 million shares, representing 1.99% of the total share capital, is primarily aimed at repaying loans and reducing pledge rates, which aligns with his previous financing strategies [1][2][3]. Shareholder Reduction Plan - Yu Renrong plans to reduce his holdings by up to 24 million shares, which corresponds to a maximum of 1.99% of the company's total shares [2]. - The reduction will occur through block trading and is scheduled between October 29, 2025, and January 28, 2026 [2]. - The shares to be reduced are from those acquired before the IPO, and the purpose is to repay loans and lower the pledge rate [2]. Current Shareholding and Financial Context - Yu Renrong currently holds 27.65% of Huowei Group's shares, with his associates holding an additional 6.23%, totaling 33.88% [3]. - Approximately 50% of his shares are currently pledged, with a significant portion of short-term financing due in the next six months, amounting to 3 billion yuan [3]. - The planned reduction of 24 million shares, valued at approximately 3.628 billion yuan based on the closing price of 151.17 yuan, would alleviate financial pressure [3]. Company Performance and Market Position - Huowei Group reported a revenue of 13.956 billion yuan for the first half of 2025, a year-on-year increase of 15.42%, and a net profit of 2.028 billion yuan, up 48.34% [5]. - The company has seen a stock price increase of 50.3% in 2025, with a total market capitalization of 182.3 billion yuan [5]. - In September 2025, Huowei Group entered Nvidia's supply chain, with its automotive CIS chips achieving over 38% global market share, marking a significant recognition of China's chip technology [5]. Philanthropic Activities - Yu Renrong has made multiple stock donations to support education, with plans to invest over 30 billion yuan in Ningbo Dongfang University of Technology [6].

Core Viewpoint - The major shareholder of Haowei Group, Yu Renrong, plans to reduce his stake by up to 24 million shares, representing a maximum of 1.99% of the company's total shares, to repay loans and lower the pledge ratio [1][2]. Group 1: Shareholder Actions - Yu Renrong intends to sell shares through block trading within three months starting from 15 trading days after the announcement [1][2]. - Currently, Yu Renrong holds 333,472,250 shares, accounting for 27.65% of the company's total equity [2]. - The estimated market value of the shares to be sold is approximately 3.628 billion yuan, based on the closing price of 151.17 yuan per share on September 30 [2][4]. Group 2: Company Performance - Haowei Group reported a revenue of 13.956 billion yuan for the first half of 2025, a year-on-year increase of 15.42%, and a net profit attributable to shareholders of 2.028 billion yuan, up 48.34% year-on-year [4]. - The company's stock price increased by 50.3% from 100.58 yuan on January 2 to 151.17 yuan on September 30, with a total market capitalization of 182.3 billion yuan [4]. Group 3: Background and Context - The shares Yu Renrong plans to sell were acquired before the company's IPO [2]. - Yu Renrong has also made significant donations to educational foundations, including a commitment of 10 billion yuan for infrastructure and over 20 billion yuan for operational funding for the newly established Ningbo Oriental University of Technology [3].

Core Viewpoint - The controlling shareholder of Haowei Group, Yu Renrong, plans to reduce his stake in the company by selling up to 24 million shares through block trading to repay loans and lower the pledge ratio, which represents a maximum of 1.99% of the company's total shares [1] Summary by Sections Shareholder Actions - Yu Renrong holds 333 million shares of Haowei Group, accounting for 27.65% of the company's total share capital [1] - The reduction plan is a voluntary decision made by the controlling shareholder due to personal funding needs [1] Company Impact - Haowei Group stated that this reduction plan will not affect the company's governance structure or its ongoing operations [1]

Core Viewpoint - The controlling shareholder of OmniVision Technologies, Yu Renrong, plans to reduce his stake in the company by up to 24 million shares, representing 1.99% of the total share capital, within three months through block trading [1] Group 1 - The reduction in shares will occur no earlier than 15 trading days after the announcement date [1] - The selling price will be determined based on the market price at the time of the reduction [1] - The purpose of the share reduction is to repay loans and lower the pledge ratio [1] Group 2 - The implementation of this reduction plan carries uncertainty [1]

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-096 | | --- | --- | --- | | 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 | 股东名称 | 虞仁荣 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | √是 □否 | | | 直接持股 5%以上股东 | √是 □否 | | | 董事、监事和高级管理人员 | √是 □否 | | | 其他：/ | | | 持股数量 | 333,472,250股 | | | 持股比例 | 27.65% | | 控股股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 控股股东持股的基本情况 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 27.65%。虞仁荣先生所持 上述股份来源于公司首次公开发行股票前已取得的股份。 减持计划的主 ...