每经AI快讯，12月9日，豪威集团（603501）(603501.SH)公告称，公司控股股东虞仁荣先生未减持公司 股份，并决定提前终止减持计划。虞仁荣先生原计划通过大宗交易方式减持不超过2400万股，即不超过 公司当时总股本的1.99%。但截至公告披露日，虞仁荣先生未进行任何减持操作。 ...

豪威集团公告，公司控股股东虞仁荣先生未减持公司股份并提前终止减持计划。虞仁荣先生持有公司股 份3.03亿股，占公司总股本的25.09%。此前，虞仁荣先生计划在2025年10月29日至2026年1月28日期间 通过大宗交易方式减持不超过2400万股，即不超过公司总股本的1.99%。截至公告披露日，虞仁荣先生 未实施任何减持行为，决定提前终止减持计划。 ...

豪威集团港股上市获中国证监会备案。 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued multiple overseas listing registration notices, indicating a trend of companies seeking to go public in Hong Kong. Group 1: Company Listings - OmniVision Technologies, Inc. plans to issue up to 73,670,200 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] - GigaDevice Semiconductor Inc. intends to issue up to 51,796,900 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] - Nanjing Estun Automation Co., Ltd. aims to issue up to 176,765,200 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1]

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - The consumer electronics sector is experiencing significant growth, driven by advancements in AI technology and the release of new AI-enabled smartphones by major manufacturers [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown a strong upward trend, with notable increases in key component stocks [1][2] Group 1: Market Performance - As of December 8, 2025, the China Securities Consumer Electronics Theme Index (931494) rose by 2.95%, with significant gains in component stocks such as Lixun Precision (002475) and East Mountain Precision (002384) [1] - The Consumer Electronics ETF (561600) also increased by 2.83%, marking its third consecutive rise [1] Group 2: AI Integration in Consumer Electronics - Major smartphone manufacturers, including Apple, Vivo, OPPO, and Honor, have been focusing on AI capability upgrades, launching new flagship models with AI features since October [1] - ByteDance and ZTE are collaborating to develop an AI smartphone, indicating a trend towards integrating content ecosystems with hardware [1] Group 3: Government Initiatives and Market Trends - A joint initiative by six government departments aims to enhance the adaptability of supply and demand in consumer goods, promoting AI applications across the entire industry [2] - The market for AI glasses and smartwatches has seen a year-on-year growth of 23.1%, with the AI toy market projected to reach 29 billion yuan by 2025 [2] Group 4: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 56.39% of the total index weight [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, with the Zhongzheng AI Theme Index rising by 1.33% and individual stocks like Fudan Microelectronics and Zhongke Star Map showing significant gains [1] - OpenAI is set to release the GPT-5.2 update soon, aiming to close the performance gap with Google's Gemini 3, which has received high praise from industry leaders [1] - The AI Artificial Intelligence ETF has shown a consistent upward trend, marking a 1.15% increase and achieving three consecutive days of gains [1] Group 2 - Major cloud service providers are increasing investments in AI chip development, with Amazon AWS launching the next-generation Trainium3 chip and previewing Trainium4, which is expected to enhance training efficiency and reduce costs [2] - The Zhongzheng AI Theme Index comprises 50 listed companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2] - As of November 28, 2025, the top ten weighted stocks in the Zhongzheng AI Theme Index account for 63.92% of the index, indicating a concentrated investment in key players within the AI sector [2]

Core Viewpoint - The major shareholder of Haowei Group, Yu Renrong, has announced a donation of 30 million shares to the Ningbo Dongfang University Education Foundation, representing 2.48% of the company's total share capital, with a total value exceeding 3.7 billion yuan [1] Group 1 - Yu Renrong's donation aims to support the development of education and provide funding for charitable activities at Ningbo Dongfang University [1] - The total number of shares donated by Yu Renrong and the Ningbo Yu Renrong Education Foundation amounts to 30.6 million shares, valued at over 3.7 billion yuan based on the closing price of 121.08 yuan per share on December 2 [1] - This is not the first time Yu Renrong has donated shares to support education; he has previously made multiple donations to the same university through personal and affiliated entities [1][2] Group 2 - Over the years, Yu Renrong has donated a total of 91.2 million shares to the Ningbo Dongfang University Education Foundation, with the total donation amount nearing 10 billion yuan [2] - Ningbo Dongfang University is a new research-oriented university established with social and governmental support, initiated by Yu Renrong in 2020 [2] - The university has attracted significant academic talent, including 16 full-time academicians and 61 national-level talents, and has established five provincial-level research platforms [3]

（文/罗叶馨梅）12月4日，格科微（688728.SH）发布公告称，截至公告日，公司3200万及5000万像素图像传感器产品累计出货已超过1亿颗。公司表示，高 像素产品在智能手机等终端市场的渗透率持续提升，出货量稳步放大。当前高像素方案在中高端机型中的采用比例不断提高，带动相关图像传感器需求增 长。 （校对/秋贤） 格科微主要从事CMOS图像传感器芯片的设计与销售，产品广泛应用于智能手机、物联网终端等领域。公司称，高像素产品出货量突破1亿颗，体现出其在 高像素图像传感器领域的规模化供货能力以及Fab-Lite模式的高效性。随着客户机型升级及多摄配置普及，高像素图像传感器在整机影像系统中的重要性持 续增强。 公司表示，将继续在现有技术平台基础上提升高像素产品的成像质量和能效表现，并规划推出1亿像素以上的更高规格产品，以扩大在中高端及旗舰机型中 的市场份额。公司同时提示，终端需求变化、客户项目节奏及竞争格局等因素，仍可能对后续订单执行和出货节奏产生影响，将持续关注下游市场环境并动 态调整产品及客户结构。 据介绍，本次订单产品基于GalaxyCell®2.0工艺平台，在像素性能、动态范围及功耗优化等方面实现显著提升 ...

Core Viewpoint - The company, OmniVision Technologies, is a leading global supplier of image sensor solutions, providing high-performance and reliable support for robotic vision systems [1] Group 1: Company Overview - OmniVision Technologies specializes in machine vision, leveraging global shutter (GS) technology to address challenges such as image blur and artifacts in high-speed motion scenarios [1] - The company ensures real-time capture of high-definition and accurate visual data, which is crucial for stable stereo distance measurement, precise navigation and obstacle avoidance, and smooth human-machine interaction [1] Group 2: Recent Developments - In recent years, the company has established a new machine vision department focused on creating innovative solutions for industrial automation, robotics, barcode scanners, and intelligent transportation systems (ITS) [1]