豪威集成电路（集团）股份有限公司 | 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-095 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 关于控股股东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： 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%；本次质押 情况变动后，虞仁荣先生累计质押股份为 172,020,000 股，占其持股比例的 51.58%。 公司控股股东虞仁荣先生及其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"）、虞小荣先生共计持有公司股份 408,576,912 股，占公司目前总股本的 33.88%；本次质押情况变动后，虞仁荣先 生及其一致行动人累计质押公司股份 198,316,000 股，占其持有公司股份总数的 48.54%，占公司目前总股本的 16.44 ...

（编辑 任世碧） 证券日报网讯 豪威集团9月26日在互动平台回答投资者提问时表示，公司是全球知名提供先进数字成像 解决方案的芯片设计公司，致力于提供图像传感器解决方案、模拟解决方案和显示解决方案。公司产品 已经广泛应用于消费电子和工业应用领域，包括汽车、智能手机、家居安防、医疗、工业/机器视觉、 新兴市场等领域。 ...

本报讯 9月26日，豪威集成电路（集团）股份有限公司（以下简称"豪威集团"）正式发布了全新的 OV50R CMOS图像传感器。该传感器实现了单次曝光视频及预览功能高达110dB的超高动态范围 （HDR），同时具备出色的暗态表现、快速自动对焦及高帧率特性。OV50R拥有5000万像素，像素尺 寸为1.2m，专为智能手机、运动相机、vlog相机、便携相机等高端消费电子产品打造。 （文章来源：证券日报） 豪威集团移动产品市场总监吴谦益表示："2025年4月，豪威集团向移动市场推出了面向旗舰智能手机的 TheiaCel®传感器OV50X。此次OV50R的发布，标志着我们进一步拓展了TheiaCel®产品系列，将专利 技术推广至更广泛的智能手机领域。OV50R作为业界领先的图像传感器，采用1/1.3英寸光学格式，专 为高端主摄设计，支持4K三通道HDR以及60帧/秒的高帧率。与上一代1.2mLOFIC OV50K相比，全新的 TheiaCel®传感器OV50R的功耗降低了约20%，在确保系统稳定性的同时，有效延长HDR视频拍摄时 长。借助OV50R，更多智能手机和运动相机将能够全天候捕捉高质量视频与照片，即使在复杂的光 ...

本报讯 （记者张文湘 见习记者占健宇）9月26日，豪威集成电路（集团）股份有限公司（以下简称"豪 威集团（603501）"）正式发布了全新的OV50R CMOS图像传感器。该传感器实现了单次曝光视频及预 览功能高达110dB的超高动态范围（HDR），同时具备出色的暗态表现、快速自动对焦及高帧率特性。 OV50R拥有5000万像素，像素尺寸为1.2 m，专为智能手机、运动相机、vlog相机、便携相机等高端消 费电子产品打造。 据豪威集团官方公布的信息显示，OV50R支持四合一像素合并，可实现120帧/秒的1250万像素输出以及 60帧/秒的4K拍摄（三通道HDR），4倍感光度带来优异的暗态表现。该传感器还可通过双模拟增益 （DAG）HDR和传感器内裁切变焦功能，实现高品质8K视频录制。豪威集团的第二代TheiaCel 技术进 一步将单次曝光HDR提升至110dB。OV50R支持100%覆盖的四相位检测（QPD）自动对焦，提供业界 领先的对焦表现。目前OV50R已出样，预计将于2026年第一季度投入量产。 豪威集团移动产品市场总监吴谦益表示："2025年4月，豪威集团向移动市场推出了面向旗舰智能手机的 Theia ...

Group 1 - The core viewpoint of the articles highlights the ongoing structural opportunities in the semiconductor industry, particularly in China's wafer fabrication sector, which is expected to increase its global market share from 10% to 30%, indicating a potential threefold capacity expansion [1][2] - The semiconductor equipment sector has entered a main upward trend since 2025, with Q2 2025 revenues growing by 29% year-on-year to 22.4 billion yuan, and net profit increasing by 14% to 3.86 billion yuan, reflecting sustained industry growth [2] - The China Digital Economy Theme Index (931582) has seen a decline of 1.44% as of September 26, 2025, with notable performers including Jinghe Integrated (688249) rising by 19% and Unisoc (002049) increasing by 5.87% [1] Group 2 - The top ten weighted stocks in the China Digital Economy Theme Index account for 53.36% of the index, with notable companies including Dongfang Caifu (300059) and Zhongxin International (688981) [2][4] - The digital economy ETF (560800) closely tracks the China Digital Economy Theme Index, which includes companies involved in digital economy infrastructure and high digitalization applications [2] - The liquidity of the digital economy ETF shows a turnover rate of 2.61% with a trading volume of 18.65 million yuan, and an average daily trading volume of 35.92 million yuan over the past month [1]

Summary of the Conference Call on the Chinese Semiconductor Industry Industry Overview - The conference call focused on the **Chinese semiconductor industry** and its recent performance, particularly in the context of the A-share market, which saw an **11% increase** in the semiconductor sector since September [1][3]. Key Insights and Arguments 1. **Optimistic Supply Chain Feedback**: Recent supply chain surveys indicate a positive outlook from wafer fabrication equipment (WFE) companies, foundries, and OSAT/test service providers, despite a cautious stance from most semiconductor design firms regarding overall demand in sectors like automotive, home appliances, and smartphones [1][3]. 2. **AIoT Device Growth**: The emergence of AIoT devices is expected to maintain robust shipments through 2026, largely driven by the development of domestic AI technologies in China [1][3]. 3. **Valuation Adjustments**: Anticipation of long-term catalysts, particularly in AI-enabled sectors, suggests an upward adjustment in the valuation of the Chinese semiconductor sector, with a specific focus on WFE companies [1][3]. 4. **Preferred Sub-sectors**: The report highlights WFE as a preferred sub-sector, with **Zhongwei Company** (中微公司) identified as a top pick, alongside **Omnivision** (豪威集团) and **Wentai Technology** (闻泰科技) due to their attractive valuations and growth catalysts [1][3]. 5. **Capacity Utilization Trends**: The capacity utilization rate is expected to rise in Q4 2025, supported by domestic and overseas AI-related demand, while overall prices are projected to remain stable [3][3]. 6. **WFE Demand Outlook**: WFE imports in China showed a **12% year-on-year increase** in August, reinforcing a positive outlook for overall capital expenditures [3][3]. 7. **Smartphone Demand Stagnation**: While flagship smartphones are set for release in Q4 2025, the demand for Android smartphones appears weak, potentially leading to increased price competition in smartphone components [3][3]. 8. **Emerging Applications**: The demand for CMOS image sensors from **Omnivision** is expected to grow due to new applications like action cameras and AI/AR glasses, which could enhance sales and profitability [3][3]. 9. **Domestic AI Chip Growth**: The report emphasizes the long-term growth potential for domestic AI chip manufacturers, which is expected to benefit the overall semiconductor supply chain [3][3]. 10. **Profit Growth Guidance**: Companies visited during the research, such as Zhongwei Company and others, indicated accelerated profit growth due to increased domestic AI chip supply and capacity [3][3]. Additional Important Information - The report includes a list of companies visited during the research, highlighting their business descriptions and stock codes, which provides context for the insights shared [6][3]. - The document also contains historical price-to-earnings (P/E) ratios for various semiconductor sub-sectors, indicating market trends and investor sentiment [10][11][14][12]. This summary encapsulates the key points discussed in the conference call regarding the Chinese semiconductor industry, focusing on market trends, company performance, and future outlooks.

人民财讯9月25日电，9月25日，豪威集团（603501）携TheiaCel 技术亮相2025北京高通骁龙峰会。 据介绍，TheiaCel 技术实现满阱容量提升约100倍，带来了接近140 dB的超高动态范围，避免了多帧曝 光视频HDR运动拖影。目前，该技术已成功运用于汽车电子领域，但是在移动影像领域仍然面临严峻 挑战：更小像素要求、暗态表现以及视频动态范围。为此，豪威集团推出引入TheiaCel 技术的OV50X 图像传感器，并与高通、虹软合作，构建起从传感器、SoC到软件的全链路、系统性解决方案。 ...

Group 1 - The core viewpoint of the news is that Haowei Group has shown significant stock price growth and financial performance in recent months, indicating a positive market sentiment towards the company [2][3]. - As of September 25, Haowei Group's stock price increased by 45.50% year-to-date, with a 5.10% rise in the last five trading days and a 21.24% increase over the past 60 days [2]. - The company reported a revenue of 13.956 billion yuan for the first half of 2025, representing a year-on-year growth of 15.42%, and a net profit of 2.028 billion yuan, which is a 48.34% increase compared to the previous year [2]. Group 2 - Haowei Group's main business involves the research and design of semiconductor discrete devices and power management ICs, with semiconductor design sales accounting for 82.92% of total revenue [2]. - The company has distributed a total of 1.664 billion yuan in dividends since its A-share listing, with 771 million yuan distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders decreased by 6.08% to 144,100, while the average circulating shares per person increased by 6.50% to 8,445 shares [2].

Group 1 - Alibaba officially announced a partnership with Nvidia for Physical AI at the 2025 Alibaba Cloud Conference, indicating a significant move in the AI sector [1] - The Ministry of Commerce and eight other departments issued guidelines to promote digital consumption, encouraging innovation in AI terminal products such as smartphones, computers, and wearable devices [1] - The AI sector showed strong performance, with the AI theme index rising significantly, reflecting a positive market sentiment towards AI investments [1] Group 2 - As of September 25, 2025, the CSI Artificial Intelligence Theme Index (930713) rose by 2.98%, with notable gains in constituent stocks such as Kunlun Wanwei (up 13.74%) and Inspur Information (up 9.99%) [2] - The AI Artificial Intelligence ETF (512930) increased by 3.12%, with a recent price of 2.25 yuan, and has seen a cumulative increase of 3.03% over the past week [2] - The management fee for the AI Artificial Intelligence ETF is 0.15%, and the custody fee is 0.05%, making it one of the lowest in comparable funds [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 60.82% of the index, with companies like Xinyi Technology and Cambricon leading the list [3] - The top ten stocks include Xinyi Technology (6.52%), Zhongji Xuchuang (6.71%), and Cambricon (6.45%), indicating a concentration of investment in these key players [5]

Core Insights - The demand for high-end electronic products, particularly high-end smartphones, tablets, and wearable devices, is increasing in China, providing significant market opportunities for the silicon-based liquid crystal (LCOS) industry [1][4] - The LCOS market in China is projected to grow, with a demand of 239,700 units in 2024 and an expected increase to 374,000 units by 2025, indicating a robust growth trajectory [4][5] Industry Overview - LCOS, or Liquid Crystal on Silicon, is a small-sized matrix liquid crystal display device based on a reflective mode, utilizing CMOS technology on silicon chips [2] - The LCOS industry can be categorized into spatial color LCOS and temporal color LCOS, with the latter being the mainstream product due to its high optical efficiency and pixel density [3] Market Size and Growth - The LCOS market in China is expected to reach a scale of 157.5 million yuan in 2024, with the projection field accounting for 106.4 million yuan and the HUD field for 43.725 million yuan [4] - By 2025, the market size is anticipated to grow to 231.192 million yuan, with significant contributions from the projection and HUD sectors [4] Industry Chain - The LCOS industry chain includes upstream materials such as silicon substrates and liquid crystal materials, midstream production, and downstream applications in consumer electronics, automotive electronics, and projection [6][7] Competitive Landscape - The LCOS industry is in a growth phase, with a competitive landscape characterized by both international leaders and domestic companies focusing on niche markets [8] - Key international players include Himax, JasperDisplay, and Sony, while domestic companies like ChipSight and Jingfan are making strides in AR/VR and automotive HUD applications [8] Development Trends - The LCOS technology is expected to advance towards higher resolutions and broader color gamuts, with potential applications expanding into smart home, commercial display, and medical imaging sectors [9][12] - The trend towards miniaturization and high-density integration is evident, with companies like OmniVision introducing micro-modules that meet the demands of wearable devices [10][11] Application Expansion - The primary market for projectors remains in home entertainment, but new growth areas are emerging in commercial, educational, and automotive sectors [13] - The near-eye display market, particularly in AR/VR, is poised for rapid growth, driven by advancements in technology and the rise of the metaverse concept [13]