关于控股股东及其一致行动人部分股权质押及解除质押的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-099 | | --- | --- | --- | | 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 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 27.64%；本次质押 情况变动后，虞仁荣先生累计质押股份为 188,920,000 股，占其持股比例的 56.65%。 公司控股股东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"）持有公司股份 74,132,662 股，占公司目前总股本的 6.15%；本次质押情况变动后，绍兴韦豪累计质押股份为 17,596,000 股，占其持 股比例的 23.74%。 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 ...

Group 1 - The meeting between the Chinese Ministry of Industry and Apple CEO Tim Cook focused on Apple's business development in China and enhancing cooperation in the electronic information sector [1] - The Chinese official emphasized the vast investment and consumption potential of China's large-scale market and complete industrial system, committing to high-level opening-up and creating a favorable business environment for foreign companies like Apple [1] - Tim Cook expressed gratitude for the support from the Ministry and announced plans to increase investment in China, aiming for mutually beneficial development [1] Group 2 - As of October 15, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 1.18%, with notable increases in component stocks such as Xinxin Precision (8.03%) and Shengyi Technology (7.48%) [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and consumer electronics, with the top ten stocks accounting for 55.93% of the index [2] - The top ten weighted stocks in the index include Luxshare Precision (8.06%), SMIC (8.04%), and BOE Technology (6.71%) [4]

Core Viewpoint - The stock price of Haowei Group has experienced fluctuations, with a year-to-date increase of 30.09% but a recent decline of 9.61% over the past five trading days [2]. Group 1: Stock Performance - As of October 14, Haowei Group's stock price was 135.54 CNY per share, with a market capitalization of 163.51 billion CNY [1]. - The stock has seen a trading volume of 1.716 billion CNY and a turnover rate of 1.03% [1]. - Year-to-date, the stock has increased by 30.09%, while it has decreased by 9.61% in the last five trading days and 0.29% over the last 20 days [2]. Group 2: Financial Performance - For the first half of 2025, Haowei Group reported a revenue of 13.956 billion CNY, representing a year-on-year growth of 15.42% [2]. - The net profit attributable to shareholders for the same period was 2.028 billion CNY, showing a significant increase of 48.34% year-on-year [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Haowei Group was 144,100, a decrease of 6.08% from the previous period [2]. - The average number of circulating shares per shareholder increased by 6.50% to 8,445 shares [2]. - The company has distributed a total of 1.664 billion CNY in dividends since its A-share listing, with 771 million CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 163 million shares, an increase of 9.4379 million shares from the previous period [3]. - The Huaxia SSE 50 ETF and Huaxia National Semiconductor Chip ETF also increased their holdings, while Huatai-PineBridge CSI 300 ETF saw a decrease in shares held [3].

Core Viewpoint - The actual controller of the chip giant, Huowei Group, plans to reduce his shareholding to repay debts and lower the pledge rate, which has raised market concerns about his financial situation [1][4]. Shareholding and Debt Situation - Huowei Group's controlling shareholder, Yu Renrong, intends to sell up to 24 million shares within three months through block trading, which represents a maximum of 1.99% of the company's total shares [4]. - If the maximum reduction is executed at the closing price of 151.17 yuan per share, Yu Renrong could cash out approximately 3.6 billion yuan [5]. - As of September 30, 2025, Yu Renrong directly holds 27.65% of Huowei Group's shares, with a pledge rate of 51.58% [2][6]. - The total number of pledged shares due in the next six months is 2.538 million, corresponding to a financing balance of 1.1 billion yuan [8]. Financial Performance and Stability - Huowei Group reported a robust financial position with an asset-liability ratio of 38.36% as of June 30, 2025 [3][12]. - The company achieved a profit of over 2 billion yuan in the first half of 2025, with more than 1.7 billion yuan invested in research and development [3][12]. - The company has consistently increased its R&D investment, with a total of 17.24 billion yuan in the first half of 2025, representing a year-on-year growth of 9.01% [9]. Market Position and International Expansion - Huowei Group is among the top ten fabless semiconductor companies globally, with a significant portion of its revenue coming from international markets [11]. - In 2023 and 2024, the company's revenue from overseas markets was 183.31 billion yuan and 209.62 billion yuan, accounting for over 80% of total revenue [11]. - The company has successfully entered NVIDIA's supply chain, supporting its next-generation smart driving vehicles [11]. Future Prospects - Huowei Group is advancing its Hong Kong IPO and accelerating its international strategy and overseas business development [12].

Market Overview - The Shanghai Composite Index fell by 0.19% on October 13, with six industries rising, led by non-ferrous metals and environmental protection, which increased by 3.35% and 1.65% respectively [2] - The automotive and home appliance sectors experienced the largest declines, with decreases of 2.33% and 1.74% respectively [2] - The electronic industry saw a slight decline of 0.05% [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.169 billion yuan, with nine industries experiencing net inflows [2] - The steel industry had the highest net inflow, with a rise of 1.49% and a net inflow of 1.351 billion yuan [2] - The non-ferrous metals industry also performed well, with a daily increase of 3.35% and a net inflow of 1.087 billion yuan [2] - A total of 22 industries faced net capital outflows, with the power equipment sector leading with an outflow of 7.198 billion yuan, followed closely by the electronic industry with an outflow of 7.140 billion yuan [2] Electronic Industry Performance - The electronic industry had 468 stocks, with 203 rising and 259 falling; nine stocks hit the daily limit up while one stock hit the limit down [3] - Among the stocks with net inflows, 145 saw capital inflows, with 18 stocks receiving over 100 million yuan; the top inflow was for SMIC, which received 704 million yuan [3] - The stocks with the highest net outflows included Luxshare Precision, which saw an outflow of 895 million yuan, followed by O-film Technology and GoerTek with outflows of 676 million yuan and 617 million yuan respectively [5] Notable Stocks in Electronic Industry - Key stocks with significant inflows included: - SMIC: +6.66%, 704.45 million yuan inflow [4] - Youyan New Materials: +10.00%, 518.79 million yuan inflow [4] - Silan Microelectronics: +7.27%, 453.60 million yuan inflow [4] - Key stocks with significant outflows included: - Luxshare Precision: -5.02%, -894.67 million yuan outflow [5] - O-film Technology: -2.47%, -675.87 million yuan outflow [5] - GoerTek: -6.80%, -617.16 million yuan outflow [5]

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-098 | | --- | --- | --- | | 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 关于召开 2025 年半年度业绩说明会的公告 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： 会议召开时间：2025 年 10 月 20 日（星期一）14:00-15:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 13 日（星期一）至 10 月 17 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 will_stock@corp.ovt.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 豪威集成电路（集团）股份有限公司（以下简称"公司"）已于 20 ...

Market Overview - The automotive chip sector experienced a decline of 4.22%, ranking among the top losers in the concept sector as of the market close on October 10 [1] - Notable declines within the sector included C Yunhan, Aojie Technology, and Dongxin Co., with significant gains seen in Yangjie Technology, *ST Huawang, and China Haifang, which rose by 5.59%, 3.05%, and 2.25% respectively [1] Concept Sector Performance - The top-performing concept sectors included: - Armament Reorganization Concept: +4.83% - 2025 Q3 Report Pre-increase: +3.44% - Tianjin Free Trade Zone: +2.13% - Animal Vaccine: +1.93% - Glyphosate: +1.92% [2] - Conversely, the sectors with the largest declines included: - National Big Fund Holdings: -5.04% - Tonghuashun Fruit Index: -4.64% - Chinese AI 50: -4.52% - MCU Chips: -4.26% [2] Capital Flow Analysis - The automotive chip sector saw a net outflow of 12.497 billion yuan, with 111 stocks experiencing net outflows, and 32 stocks seeing outflows exceeding 100 million yuan [2] - The largest net outflow was from Changdian Technology, with 866.35 million yuan, followed by Haowei Group, Zhaoyi Innovation, and Sanan Optoelectronics with outflows of 769 million yuan, 555 million yuan, and 515 million yuan respectively [2] Individual Stock Performance - Key stocks with significant net outflows included: - Changdian Technology: -6.87% with a turnover rate of 9.29% and a net outflow of 866.35 million yuan - Haowei Group: -5.47% with a turnover rate of 2.98% and a net outflow of 768.72 million yuan - Zhaoyi Innovation: -4.64% with a turnover rate of 6.65% and a net outflow of 552.89 million yuan [3] - Stocks with notable gains included: - Yangjie Technology: +5.59% with a turnover rate of 8.13% and a net outflow of 301.77 million yuan [3] Additional Insights - The automotive chip sector's performance reflects broader market trends, with significant capital movements indicating investor sentiment and potential volatility in the sector [2][3]

Group 1 - The MCU chip concept sector experienced a decline of 4.26%, ranking among the top declines in the concept sector, with notable declines in companies such as C Yunhan, Jinghe Integration, and Wanxiang Qianchao [1] - Among the concept stocks, 10 stocks saw price increases, with Dingxin Communications, Yingboer, and Aerospace Zhizhuang leading the gains at 4.85%, 4.28%, and 1.93% respectively [1] - The concept sector with the highest net outflow of funds was the MCU chip sector, with a total net outflow of 7.576 billion yuan, where 67 stocks experienced net outflows, and 20 stocks had outflows exceeding 100 million yuan [1] Group 2 - The top net outflow stocks in the MCU chip sector included Haowei Group with a net outflow of 769 million yuan, followed by Zhaoyi Innovation, Allwinner Technology, and Beijing Junzheng with net outflows of 555 million yuan, 499 million yuan, and 428 million yuan respectively [1][2] - The stocks with the highest net inflow of funds included Midea Group, Puran Co., and Aerospace Zhizhuang, with net inflows of 90.751 million yuan, 65.185 million yuan, and 56.856 million yuan respectively [1][4] - The overall market sentiment in the MCU chip sector indicates a significant capital withdrawal, reflecting investor caution and potential volatility in the sector [1][2]

Group 1 - The core point of the news is that Haowei Group's stock price has dropped by 5.01%, currently trading at 142.50 CNY per share, with a total market capitalization of 1719.09 billion CNY [1] - Haowei Integrated Circuit (Group) Co., Ltd. specializes in the research and design of semiconductor discrete devices and power management ICs, with its main business revenue composition being 82.92% from semiconductor design sales, 16.58% from semiconductor agency sales, and minimal contributions from other services [1] - The company is located in Shanghai and was established on May 15, 2007, with its listing date on May 4, 2017 [1] Group 2 - Jiutai Fund has one fund heavily invested in Haowei Group, specifically Jiutai Tianyi Quantitative Value Mixed A (008077), which holds 900 shares, accounting for 6.19% of the fund's net value [2] - The fund has experienced a year-to-date return of 42.9% and a one-year return of 53.55%, ranking 2049 out of 8166 and 1084 out of 8014 respectively [2] - The fund manager, Yuan Duowu, has a tenure of 5 years and 80 days, with the best fund return during this period being 84.71% [3]

| 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 ...