格隆汇2月4日丨根据联交所最新权益披露资料显示，2026年1月29日，豪威集团(00501.HK)获JPMorgan Chase & Co.以每股均价105.2522港元增持好仓27.71万股，涉资约2916.54万港元。 | 原格序起 | 次秘弹/發舉(静墓行政人員名 作出記載的 置入 / 寶出成沙受的 截留的平均價 | | | | 持有權益的股份數目 佔已發行的 南顯事件的日期相關活躍股份 豐權證據後 | | --- | --- | --- | --- | --- | --- | | | | THE LE | 期货数目 | | (胡春熙上姓*旺 南詔興權陵(日/月/非) 陳名 | | | | | | | 特色分析 | | CS20260203E00398 | Concession of the program and the more of the many of the many of the comments 277,100(L) JPMorgan Chase & Co. | 1101(L) | | HKD 105.2522 | 3.280.835(L) 7.16(L)29/01/2026 | | | ...

Core Insights - The article highlights the rapid development and commercialization of autonomous driving technology in Abu Dhabi, driven primarily by Chinese companies [5][24]. - The collaboration between Chinese enterprises and the Abu Dhabi government has created a conducive environment for the deployment of autonomous vehicles, including the world's first Robotaxi service integrated with Uber outside the US [3][7]. Group 1: Autonomous Driving Developments - In November 2025, Abu Dhabi will host the first global Robotaxi service connected to Uber, operated by the Chinese company WeRide [3]. - The autonomous driving trend in Abu Dhabi is a result of years of collaboration between Chinese firms and the local government, with WeRide obtaining the first autonomous driving road test license in the UAE in July 2023 [5]. - WeRide's Robotaxi service has achieved a daily order volume of 15 to 21 rides, which is over 60% of the average daily rides of conventional taxis in the area [5]. Group 2: Government Support and Ecosystem - The Abu Dhabi government has transitioned from a regulatory role to an ecosystem builder, integrating various stakeholders to support the growth of autonomous driving technology [13][14]. - During the Abu Dhabi Smart and Autonomous Technology Week, 29 commercialization agreements were signed, with over 70% involving Chinese companies [7]. - The local government's support has significantly reduced operational costs for autonomous vehicles, allowing for a lower threshold for profitability compared to other markets [14]. Group 3: Market Potential and Investment - The UAE's investment commitments in AI and autonomous driving exceeded $2 billion in the first half of 2025, with a projected market size of $2.73 billion for autonomous driving by 2030, growing at a CAGR of 19.2% [18]. - The unique social structure in Abu Dhabi, with a high percentage of expatriates, minimizes resistance to job displacement concerns associated with autonomous driving [15]. - The establishment of a comprehensive ecosystem in Abu Dhabi is aimed at reducing reliance on oil and fostering a "smart manufacturing" economy, with significant investments planned for AI technologies [18][20]. Group 4: Chinese Companies' Role - Over 6,000 Chinese companies are operating in the UAE, with 72% reporting profitability in 2023, indicating a strong presence and growth potential in the region [24]. - Chinese firms are not only bringing advanced technology but also replicable operational models, positioning Abu Dhabi as a hub for autonomous driving technology in the Middle East [24]. - The successful integration of autonomous driving technology in Abu Dhabi reflects the robust capabilities of China's autonomous driving industry and its potential for global expansion [24].

智通财经APP获悉，香港联交所最新数据显示，1月27日，Norges Bank减持豪威集团(00501)7.65万股， 每股作价106.4411港元，总金额约为814.27万港元。减持后最新持股数目为224.08万股，最新持股比例 为4.89%。 ...

香港联交所最新数据显示，1月27日，Norges Bank减持豪威集团（603501）(00501)7.65万股，每股作价 106.4411港元，总金额约为814.27万港元。减持后最新持股数目为224.08万股，最新持股比例为4.89%。 ...

Core Viewpoint - The investment by Haowei Group in Aixin Yuanzhi Semiconductor is a strategic move to enhance collaboration in AI chips and smart automotive sectors, highlighting the importance of their relationship and potential synergies [1][3]. Investment Details - Haowei Group's wholly-owned subsidiary, Weier Semiconductor Hong Kong, plans to invest up to $50 million in Aixin Yuanzhi's IPO on the Hong Kong Stock Exchange [1]. - The investment aims to deepen strategic collaboration, leveraging Aixin Yuanzhi's core technologies in visual terminals, edge inference, and smart automotive fields [3]. - The shareholding ratio will be determined based on Aixin Yuanzhi's market value at the time of issuance, with the investment amount excluding various transaction fees [3]. Strategic Collaboration - The core purpose of the investment is to promote deep strategic cooperation in key areas such as automotive intelligent driving and edge AI [3]. - Aixin Yuanzhi is recognized as a leading supplier in the AI inference system chip sector, focusing on high-performance platforms for edge computing and terminal AI applications [4]. - Aixin Yuanzhi has developed five generations of SoC products and ranks first in global shipments of mid-to-high-end visual edge AI inference chips, indicating strong market competitiveness [4]. Financial Implications - The transaction will be classified as a financial investment in Haowei Group's financial statements, measured at fair value with changes recorded in current profits and losses [7]. - The investment is expected to enhance capital efficiency without significantly impacting the company's daily operations or performance [7]. - The pricing of the transaction adheres to market fairness principles, ensuring no harm to the interests of the company or minority shareholders [7]. Future Outlook - This investment is a significant step for Haowei Group in the semiconductor industry, aiming to capture opportunities in the rapidly growing fields of AI and smart automotive [8]. - The ongoing IPO process of Aixin Yuanzhi and the implementation of their collaborative efforts will be closely monitored by the industry [8].

| 交易日期 证券简称 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-01-27 | 豪威集团 | 603501 | 124.86 374.58 | 去部屋都有用品 | 用索表商贸登錄份 | ка | 1月27日，豪威集团大宗交易成交3万股，成交额374.58万元，占当日总成交额的0.17%，成交价124.86 元，较市场收盘价124.86元持平。 ...

Group 1 - The core point of the news is that a block trade of 100,000 shares of Haowei Group was executed on January 26, with a transaction amount of 12.85 million yuan and a transaction price of 128.50 yuan, representing a premium of 3.11% over the closing price of the day [1][3]. - In the last three months, Haowei Group has recorded a total of 11 block trades, with a cumulative transaction amount of 148 million yuan [2]. - On January 26, Haowei Group's closing price was 124.62 yuan, down 3.69%, with a daily turnover rate of 2.26% and a total transaction amount of 3.444 billion yuan, indicating a net outflow of 488 million yuan in main funds for the day [2]. Group 2 - The latest margin financing balance for Haowei Group is 5.27 billion yuan, which has increased by 82.21 million yuan over the past five days, reflecting a growth rate of 1.58% [3].

Performance Reports - Company Kexin New Energy (300731.SZ) expects a net profit of 30 million to 40 million yuan in 2025, representing a year-on-year growth of 73.62% to 131.49% due to the promotion of new battery applications [2] - Company AVIC Chengfei (302132.SZ) anticipates a net profit of 3.4 billion to 3.6 billion yuan in 2025, reflecting a growth of 5.47% to 11.67% compared to the previous year [2] - Company ST Jinggu (600265.SH) projects a revenue of 175 million to 205 million yuan in 2025, with a net loss of 265 million to 215 million yuan, potentially triggering delisting risk [2] - Company Yijiahe (603666.SH) expects a net loss of 35 million to 24 million yuan in 2025, an improvement from a loss of 218 million yuan in the previous year [3] - Company Guoke Micro (300672.SZ) forecasts a net loss of 180 million to 250 million yuan in 2025, a significant decline from a profit of 97.15 million yuan in the previous year [3] - Company Xinbeiyang (002376.SZ) anticipates a net profit of 70 million to 80 million yuan in 2025, a year-on-year increase of 44% to 65% driven by growth in smart logistics equipment [3] - Company Tianyue Advanced (688234.SH) expects a net loss of 185 million to 225 million yuan in 2025 due to increased costs and decreased market prices [4] - Company Jieshun Technology (002609.SZ) projects a net profit of 55 million to 75 million yuan in 2025, representing a growth of 75.23% to 138.96% [4] - Company Lante Optics (688127.SH) expects a net profit of 375 million to 400 million yuan in 2025, a growth of 70.04% to 81.38% [5] - Company Duofuduo (002407.SZ) anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 30.8 million yuan in the previous year [5] - Company Efort (688165.SH) expects a net loss of 450 million to 550 million yuan in 2025, with losses expected to widen significantly [5] - Company Pulit (002324.SZ) forecasts a net profit of 361 million to 416 million yuan in 2025, a year-on-year increase of 155.76% to 194.73% [6] - Company Jinchun Co. (300877.SZ) expects a net profit of 82 million to 88 million yuan in 2025, a growth of 165.04% to 184.43% [6] - Company Huahai Pharmaceutical (600521.SH) anticipates a net profit of 224 million to 335 million yuan in 2025, a decline of 70% to 80% [6] Orders and Investments - Company Dinglong Co. (300054.SZ) plans to acquire 70% of Shenzhen Haofei New Materials Co. for 630 million yuan, with a total valuation of 900 million yuan [7] - Company Chuanhuan Technology (300547.SZ) intends to invest approximately 1.1 billion yuan to establish a manufacturing headquarters in Anhui [7] - Company Mongcao Ecological (300355.SZ) has terminated a PPP project agreement, with a total project cost of 83.87 million yuan [7] - Company Fengfan Co. (601700.SH) plans to acquire 51% of Beijing Yanling Jiaye Intelligent Technology Co. for 383 million yuan [8] - Company Haowei Group (603501.SH) intends to invest up to 50 million USD in AI chip supplier Aixin Yuanzhi [8] - Company Chengda Bio (688739.SH) plans to establish a wholly-owned subsidiary with an investment of 1 billion yuan focused on innovative drug development [8] - Company Chengda Bio (688739.SH) is also setting up a pharmaceutical investment fund with a total scale of up to 1 billion yuan [9] - Company Efort (688165.SH) is planning to acquire shares of Shanghai Shengpu Fluid Equipment Co. through a combination of cash and stock [9] Major Shareholder Changes - Company Tongfu Microelectronics (002156.SZ) reports that its controlling shareholder has reduced its stake by 15 million shares, decreasing its holding from 19.79% to 18.80% [10] Listing on Beijing Stock Exchange - Company Xiamen Tungsten (600549.SH) announces that its subsidiary Jinlong Rare Earth is applying for public stock issuance and listing on the Beijing Stock Exchange [11]

Core Viewpoint - Company emphasizes the importance of independent intellectual property technology and product development in its Fabless semiconductor design and sales business [1] Group 1 - Company has established a total of 18 research and development centers globally, including locations in China, the United States, Japan, and Europe [1]

Group 1 - The company,豪威集团, stated that it strictly adheres to relevant laws and regulations regarding timely information disclosure obligations [1] - Investors are advised to refer to the company's disclosures on the Shanghai Stock Exchange website and designated information disclosure media for related matters [1]