证券代码：603501 证券简称：豪威集团 公告编号：2025-093 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2023年第一期股票期权激励计划 第二个行权期符合行权条件的实施公告 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： ● 本次股票期权第二个行权期拟行权数量：2,561,099份 ● 行权股票来源：公司向激励对象定向发行公司A股普通股 豪威集成电路（集团）股份有限公司（以下简称"公司"）于2025年9月12日召开第七届董事会第五次会 议，审议通过了《关于2023年第一期股票期权激励计划第二个行权期符合行权条件的议案》等相关议 案，公司根据《2023年第一期股票期权激励计划》（以下简称"《激励计划》"）授予的股票期权第二个 行权期的行权条件已成就。 一、2023年第一期股票期权激励计划批准及实施情况 （一）2023年第一期股票期权激励计划方案 公司2023年第一期股票期权激励计划（以下简称"本激励计划"）共向777名激励对象授予7,716,850份股 票期权，股 ...

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-093 | | --- | --- | --- | | 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 2023 年第一期股票期权激励计划 第二个行权期符合行权条件的实施公告 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。 公司 2023 年第一期股票期权激励计划（以下简称"本激励计划"）共向 777 名激励对象授予 7,716,850 份股票期权，股票来源为公司回购的本公司 A 股普通 股股票或向激励对象定向发行公司 A 股普通股或法律、行政法规允许的其他方 式。本激励计划的有效期自股票期权授予日起至激励对象获授的股票期权全部行 权或注销之日止，最长不超过 48 个月。本激励计划授予的股票期权分三次行权， 对应的等待期分别为 12 个月、24 个月、36 个月，授予日与首次可行权日之间的 间隔不得少于 12 个月，行权比例为 30%、35%、35%。 （二）2023 年第一期股票期权激励计划履行的程序 ...

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：2025-094 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 关于 2023 年第二期股票期权激励计划 第二个行权期符合行权条件的实施公告 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。 一、2023 年第二期股票期权激励计划批准及实施情况 （一）2023 年第二期股票期权激励计划方案 公司 2023 年第二期股票期权激励计划（以下简称"本激励计划"）共向 2,079 名激励对象授予 12,270,600 份股票期权，股票来源为公司向激励对象定向发行公 司 A 股普通股或法律、行政法规允许的其他方式。本激励计划有效期自股票期 权授予日起至激励对象获授的股票期权全部行权或注销之日止，最长不超过 48 个月。本激励计划授予的股票期权分三次行权，对应的等待期分别为 12 个月、 24 个月、36 个月，授予日与首次可行权日之间的间隔不得少于 12 个月，行权比 1 本次股票期 ...

Group 1 - Alibaba is actively promoting the construction of AI infrastructure with an investment of 380 billion and plans for additional funding [1] - The IPO of Moore Threads on the Sci-Tech Innovation Board is scheduled for September 26, with several GPU companies expected to initiate listings within the year [1] - Huawei's rotating chairman shared plans for the Ascend chip series, with the Ascend 950PR chip expected to launch in Q1 2026 and the Ascend 960 chip in Q4 2027 [1] Group 2 - The domestic AI industry chain is accelerating, with expectations for a spiral growth in large models, computing power, and applications [2] - The CSI Artificial Intelligence Theme Index (930713) has seen a strong increase of 1.79%, with notable gains in constituent stocks such as Lianqi Technology (up 7.53%) and iFlytek (up 6.47%) [2] - The AI Artificial Intelligence ETF (512930) has risen by 1.73%, with a recent price of 2.18 yuan, and has a management fee of 0.15%, the lowest among comparable funds [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 60.82% of the index, including companies like Xinyi Technology and Cambricon [3] - The top ten stocks by weight include Zhongji Xuchuang, Xinyi Technology, and iFlytek, with varying performance and weight percentages [4]

Core Viewpoint - The news highlights that OmniVision Technologies, referred to as a major player in the CIS (Camera Image Sensor) market, has officially entered NVIDIA's supply chain, indicating a significant partnership in the AI chip sector [1][11]. Company Overview - OmniVision is recognized as a leading domestic CIS manufacturer, supplying sensors to major Chinese smartphone brands like Huawei and Xiaomi [1]. - The company's CEO, Yu Renrong, is noted for his entrepreneurial spirit and strategic vision, having transitioned from a sales manager to founding multiple successful companies in the semiconductor industry [5][9]. Strategic Moves - Yu Renrong founded Well Semiconductor in 2007, using profits from distribution to fund research and development, which allowed the company to maintain high-quality standards [9][11]. - The acquisition of OmniVision by Well Semiconductor was a strategic move that capitalized on the potential of image sensors, particularly during the U.S.-China chip conflict [11]. Market Position and Growth - OmniVision has successfully pivoted towards the automotive sector, with revenue from automotive chips surpassing that from mobile devices by 2025, showcasing rapid growth and adaptability [13]. - The company is set to launch new automotive chips in 2026, further bolstered by its partnership with NVIDIA, enhancing its market position [13]. Philanthropic Efforts - Yu Renrong has committed significant resources to charitable causes, including a donation of 5.3 billion yuan to support chip talent development, positioning his investments as a long-term strategy for the industry [15]. Industry Implications - The partnership between OmniVision and NVIDIA is seen as a milestone for the Chinese semiconductor industry, reflecting a shift from following global trends to leading in certain areas [15].

Group 1 - Shenzhen Weiding Juxin Technology Co., Ltd. has successfully assembled and delivered its first high-precision stepper lithography machine, the WS180i series, which targets the growing fields of compound semiconductors and high-end optoelectronic devices [1] - The China Securities Consumer Electronics Theme Index (931494) rose by 1.47% as of September 24, 2025, with notable increases in component stocks such as Changying Precision (300115) up 11.54% and Tongfu Microelectronics (002156) up 10.00% [1] - The Consumer Electronics ETF (561600) increased by 1.18%, reaching a latest price of 1.29 yuan, and has seen a cumulative increase of 6.97% over the past week [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index accounted for 54.8% of the index, including companies like Cambricon (688256) and Luxshare Precision (002475) [2] - The weight and performance of key stocks in the index show varied trends, with Luxshare Precision down 1.66% and SMIC (688981) up 4.79% [4]

Global Market Overview - The Hang Seng Index closed at 26,344, down 0.76% for the day but up 31.33% year-to-date [1] - The S&P 500 and Nasdaq in the US saw increases of 0.44% and 0.70% respectively, with year-to-date gains of 13.81% and 18.01% [1] - The Shanghai Composite Index rose by 0.22%, reflecting a year-to-date increase of 14.23% [1] Sector Performance - In the Hong Kong market, the Hang Seng Financial Index fell by 0.85%, while the Hang Seng Industrial and Commercial Index decreased by 0.68% [2] - The Hang Seng Property Index dropped by 1.25%, indicating a year-to-date increase of 23.48% [2] - The energy and consumer staples sectors in the Chinese stock market experienced declines, while materials, healthcare, and information technology sectors saw gains [3] Monetary Policy and Economic Outlook - The People's Bank of China is expected to continue a loose monetary policy, with potential reserve requirement ratio cuts of 50 basis points and interest rate cuts of 10 basis points in Q4 [3] - The steel industry in China will implement capacity controls, prohibiting new capacity additions from 2025 to 2026, with an expected annual growth of around 4% in value added [3] Company Focus - Geely Automobile (175 HK) is rated as a buy with a target price of 25.00, representing a 34% upside potential [4] - Luckin Coffee (LKNCY US) is also rated as a buy, with a target price of 44.95, indicating a 20% upside [4] - Tencent (700 HK) has a target price of 705.00, suggesting a 10% upside potential [4] Technology Sector Insights - Nvidia plans to invest $100 billion to support OpenAI in building a 10GW data center, leading to a nearly 4% increase in its stock price [3] - The semiconductor sector is highlighted with companies like Horizon Robotics (9660 HK) and North Huachuang (002371 CH) rated as buy, with target prices indicating significant upside potential [4] Investment Opportunities - The report identifies several companies with strong growth potential, including BYD Electronics (285 HK) and Salesforce (CRM US), both rated as buy with substantial upside targets [4] - The healthcare sector is represented by companies like BeiGene (ONC US) and 3SBio (1530 HK), both rated as buy, indicating confidence in their future performance [4]

Group 1 - Apple is ramping up production of the standard iPhone 17, with long queues observed at Shenzhen stores on the first day of release, and delivery times for the entire iPhone 17 series are currently 3-4 weeks [1] - The consumer electronics sector is expected to benefit from the low price point of products, making it a potential early adopter of AI applications, with specific adoption targets set for 70% by 2027 and 90% by 2030 [1] - The domestic consumer electronics supply chain is well-established, making it a preferred partner for the development of various new consumer electronics products, with multiple AI glasses expected to be released within the year [1] Group 2 - As of September 23, 2025, the CSI Consumer Electronics Theme Index (931494) has risen by 1.26%, with notable increases in stocks such as Luxshare Precision (6.60%), Industrial Fulian (4.62%), and Xinwangda (4.19%) [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and brand design, with the top ten stocks accounting for 54.8% of the index [2] - The top ten weighted stocks in the CSI Consumer Electronics Theme Index include Cambricon (688256), Luxshare Precision (002475), and SMIC (688981), among others, with Luxshare Precision having a weight of 8.06% [4]

豪威集团（ [Table_StockNameRptType] 603501） 报告日期： 2025-09-22 公司点评 | [Table_BaseData] 收盘价（元） | 146.31 | | --- | --- | | 近 12 个月最高/最低（元） 161.96/81.41 | | | 总股本（百万股） | 1,206 | | 流通股本（百万股） | 1,206 | | 流通股比例（%） | 100.00 | | 总市值（亿元） | 1,765 | | 流通市值（亿元） | 1,765 | 豪威集团：25H1 稳健增长，新业务多点开花 [公司价格与沪深 Table_Chart] 300 走势比较 [Table_Rank] 投资评级：增持（维持） -10% 18% 46% 73% 101% 9/24 12/24 3/25 6/25 豪威集团 沪深300 [Table_CompanyReport] 相关报告 1.韦尔股份：手机_汽车 CIS 高增长， 2024 年业绩创新高 2025-04-27 2.Q3 盈利改善趋势不变 2024-10-11 主要观点： ⚫[Table_Summary] 事件：公司发 ...

Group 1 - Semiconductor chips have seen a strong rally, driven by two major positive news: significant price increases in storage chips and the successful application of self-developed chips by companies like Huawei, Alibaba, and Baidu [1] - The price of DDR4/LPDDR4X storage chips has surged over 200% from the bottom in Q1 2025, with contract prices doubling and some models increasing by over 30%, indicating a tight supply-demand balance influenced by AI-driven demand and production cuts [1] - Alibaba has integrated its self-developed PPU chip into AI model training, partially replacing NVIDIA products, showcasing its potential in training scenarios, while other cloud companies are adapting domestic chips to enhance AI applications [1] Group 2 - As of September 22, 2025, the National Securities Semiconductor Chip Index (980017) rose by 4.46%, with significant gains in constituent stocks such as Haiguang Information (688041) up 13.02% and Longxin Zhongke (688047) up 8.04% [2] - The semiconductor ETF (159813) increased by 4.31%, reflecting the performance of listed companies in the semiconductor industry [2] - The top ten weighted stocks in the National Securities Semiconductor Chip Index account for 70.69% of the index, with companies like Cambricon (688256) and SMIC (688981) among the leaders [2]