Group 1 - The core index of artificial intelligence, the CSI Artificial Intelligence Theme Index (930713), has seen an increase of 0.78% as of December 12, 2025, with notable gains in constituent stocks such as Chipone Technology (688521) up 5.73% and Beijing Junzheng (300223) up 5.26% [1] - JD.com is actively recruiting talent in the edge AI chip sector, focusing on integrated storage and computing AI chips intended for use in robotics and smart home appliances [1] - The "Shandong Province Artificial Intelligence Industry High-Quality Development Action Plan (2025-2027)" aims for the core AI industry in the province to exceed 200 billion yuan by 2027, with an average annual growth rate of over 30% [1] Group 2 - Dongfang Caifu Securities anticipates that next year will be a significant year for the expansion of domestic storage, recommending attention to the overall opportunities in the domestic storage industry chain, including NAND & DRAM semiconductor equipment and HBM storage chips [2] - The CSI Artificial Intelligence Theme Index tracks 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related stocks [2] - As of November 28, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 63.92% of the index, including companies like Zhongji Xuchuang (300308) and Hikvision (002415) [2]

豪威集团12月11日大宗交易平台出现一笔成交，成交量8.20万股，成交金额1009.99万元，大宗交易成交 价为123.17元，相对今日收盘价溢价1.15%。该笔交易的买方营业部为上海证券有限责任公司静安区南 京西路证券营业部，卖方营业部为国泰海通证券股份有限公司总部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为6569.56万元。 证券时报·数据宝统计显示，豪威集团今日收盘价为121.77元，下跌1.56%，日换手率为0.95%，成交额 为14.11亿元，全天主力资金净流出3961.96万元，近5日该股累计上涨1.90%，近5日资金合计净流入 3716.99万元。 两融数据显示，该股最新融资余额为49.67亿元，近5日增加804.66万元，增幅为0.16%。（数据宝） 12月11日豪威集团大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 8.20 | ...

Core Insights - The article highlights the recent approval of Hong Kong stock listing for three leading semiconductor companies: 澜起科技 (Lianqi Technology), 兆易创新 (Zhaoyi Innovation), and 豪威集成电路 (OmniVision Technologies), indicating the attractiveness of the Hong Kong market for core technology assets [1]. Group 1: Lianqi Technology - Lianqi Technology is the global leader in memory interface chips, planning to issue 130,204,100 shares, the largest among the three companies [3]. - The company has maintained its position as the top provider of DDR5 interface chips for six consecutive years, with a projected overall market share of 36.8% in 2024, and a DDR5 segment share of 40%-45%, leading international competitors by 6-12 months [3]. - Lianqi's "1+9" distributed buffer memory architecture has been adopted as an international standard by JEDEC, with the second-generation product set to launch in 2025, achieving a transmission speed of 12800MT/s and a performance increase of 45% [3]. - The funds raised from the Hong Kong listing will focus on enhancing AI computing chips and data center technology development, further solidifying its global market advantage [3]. Group 2: Zhaoyi Innovation - Zhaoyi Innovation has successfully penetrated the mainstream automotive supply chain with its automotive-grade products, and its DDR4 8Gb products are now in mass production [6]. - The company anticipates revenue contributions from LPDDR4 in the second half of 2025, with the funds from the Hong Kong listing primarily allocated to high-end automotive electronic chip R&D and expansion into the AI IoT market [6]. Group 3: OmniVision Technologies - OmniVision Technologies, a top semiconductor design company, plans to issue up to 73,670,200 shares [8]. - Founded in 1994 and listed on the Shanghai Stock Exchange in 2017, OmniVision is one of the few companies with both semiconductor R&D and distribution capabilities, owning well-known brands such as OmniVision, Will Semiconductor, and Superpix [8]. - The company's products, particularly in image sensors, are widely used in consumer electronics and automotive electronics, allowing it to maintain a significant position in the global market [8]. - The upcoming Hong Kong listing aims to attract international long-term capital, optimize the shareholder structure, and provide financial support for global business expansion [8].

豪威集团主要从事CMOS图像传感器及相关解决方案业务，产品应用于智能手机、安防监控、汽车电子及消费电子等领域。公司近年来在高像素、车规级及 机器视觉等方向持续布局，围绕移动终端、汽车电子和新兴场景扩展中高端产品线。 公司表示，本次权益变动未导致公司控股股东及实际控制人发生变化，公司的治理结构、生产经营活动和日常管理体系保持稳定。本次股份捐赠性质为股东 出于公益目的的无偿转让，不涉及公开要约收购安排。 公告披露，本次受让的3060万股中，3000万股来自公司控股股东虞仁荣的无偿捐赠，60万股来自宁波市虞仁荣教育基金会的无偿捐赠，均为无限售条件流通 股。上述股份通过司法管辖区内的非交易过户方式办理过户，未涉及集中竞价交易或大宗交易减持安排。 根据权益变动报告书，宁波东方理工大学教育基金会是一家以支持教育事业为主要宗旨的非营利性机构。本次权益变动后，该基金会持股比例升至5.89%， 在公司股权结构中的比重有所提升。公告同时指出，宁波东方理工大学教育基金会与赠与人之间不存在一致行动关系。 （文/罗叶馨梅）12月10日，豪威集团（603501.SH）公告称，宁波东方理工大学教育基金会通过非交易过户方式受让公司合计306 ...

西部证券指出，新人群、新场景、新渠道正成为内需的长期结构性推手，其中"Z世代"与"新中产"对智 能科技消费等情绪价值类高复购产品具有较强带动作用。同时，出海已成为2-3年的时代景气主题，优 质中国消费品牌在海外市场的供给替代趋势不可逆转，在估值具备安全边际时值得配置。 消息面上，市场调查机构CounterPoint Research发布报告称，受智能手机季节性需求强劲、显示器市场 爆发推动，2025年第三季度全球OLED面板出货量环比增长14%，同比增长5%。 消费电子ETF(561600)，场外联接(平安中证消费电子主题ETF发起式联接A：015894；平安中证消费电 子主题ETF发起式联接C：015895；平安中证消费电子主题ETF发起式联接E：024557)。 数据来源：wind 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人 ...

Group 1 - Jinggong Technology signed a sales contract with Hubei Yuchuang worth 729 million yuan, accounting for 42.16% of the company's audited revenue for 2024 [1] - Heshun Electric is expected to win a bid for a State Grid procurement project worth 107 million yuan, representing 24.97% of the company's 2024 revenue [2] - Yongmaotai plans to invest approximately 400 million yuan in a new intelligent manufacturing project for magnesium-aluminum alloy materials [3] Group 2 - Longi Green Energy announced the termination of its plan to issue global depositary receipts abroad, stating it will not significantly impact its operations [4] - Bai Ao Intelligent is expected to win bids for projects totaling 27.5 million yuan [5] - Lian Biological is planning a change of control and asset purchase, leading to a temporary suspension of its stock [6] Group 3 - Bo Rui Communication intends to acquire 51% of Meijing Technology for 66.49 million yuan [7] - Huitai Medical plans to repurchase shares worth 200 to 250 million yuan for employee stock ownership plans [8] - Yifang Biological is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] Group 4 - Jiuqiang Biological's shareholders signed an agreement for the transfer of 5% of the company's shares to China National Pharmaceutical Investment [11] - Songcheng Performing Arts plans to repurchase shares worth 100 to 200 million yuan for capital reduction [12] - Zhonghong Medical's subsidiary is expected to be selected for a centralized procurement project in Jiangxi Province [13] Group 5 - Xingfu Electronics plans to invest 480 million yuan in a new electronic-grade phosphoric acid project [14] - Jiaao Environmental Protection's stock will be subject to risk warnings due to an administrative penalty [15] - ST Nuotai received a drug registration certificate for a new injection [16] Group 6 - Haimo Technology plans to sell its controlling subsidiary, Xian Sitian Instrument, for 370 million yuan [17] - Jingce Electronics signed multiple sales contracts with a single customer totaling 433 million yuan [18] - Donghua Testing's controlling shareholder plans to reduce its stake by up to 1.99% [19][20] Group 7 - Xingqi Eye Medicine completed the first subject enrollment for a Phase II clinical trial of its eye drop product [21] - Kute Intelligent's controlling shareholder plans to reduce its stake by up to 2% [22] - Dongcheng Pharmaceutical's subsidiary received approval for a new specification of a heparin sodium injection [23] Group 8 - Zhaoyi Innovation is in the process of issuing H-shares and has received regulatory approval [24] - Aokang International's shareholder plans to reduce its stake by up to 3% [25] - Jiamei Packaging's controlling shareholder is planning a change of control, leading to a temporary stock suspension [26] Group 9 - ST Kevin's stock will have its risk warning lifted and will resume trading [27] - Zaiseng Technology's controlling shareholder plans to transfer 6.04% of the company's shares [28] - Lide New Energy's shareholder plans to reduce its stake by up to 1% [29] Group 10 - Srypu terminated its plan to acquire shares and will resume trading [30] - Longjiang Transportation's subsidiary plans to invest 2.679 billion yuan in a graphite mining project [31] - Haowei Group's controlling shareholder has not reduced its stake and has terminated the reduction plan [32] Group 11 - Huilun Crystal received an administrative penalty notice for information disclosure violations [33] - Haiguang Information terminated a major asset restructuring plan [34] - Zhongke Shuguang announced a cash dividend plan [35] Group 12 - Fushuo Technology's share purchase plan was approved by the Shenzhen Stock Exchange [36] - Dongbai Group's shareholder reduced its stake by 25.95 million shares [38]

南财智讯12月10日电，豪威集团公告，宁波东方理工大学教育基金会通过非交易过户方式受让公司3060 万股无限售条件流通股，其中3000万股来自公司控股股东虞仁荣的无偿捐赠，60万股来自宁波市虞仁荣 教育基金会的无偿捐赠。本次权益变动完成后，宁波东方理工大学教育基金会持有公司7120.01万股股 份，占公司总股本的5.89%。截至本报告书签署日，相关股份已完成过户登记手续，权益变动已完成。 宁波东方理工大学教育基金会与赠与人之间不存在一致行动关系。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 上市公司名称：豪威集成电路（集团）股份有限公司 股票上市地点：上海证券交易所 股票简称：豪威集团 股票代码：603501 信息披露义务人： 宁波东方理工大学教育基金会 住所：浙江省宁波市镇海区 通讯地址：浙江省宁波市镇海区同心路568号 股份变动性质：持股比例增加 签署日期：二〇二五年十二月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司收购管理 办法》（以下简称"《收购办法》"）、《公开发行证券的公司信息披露内容与格式准则第15号一权益变 动报告书》（以下简称"《15号准则》"）及相关的法律、法规编制本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信息披露义务人章程或内 部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》《15号准则》的规定，本报告书已全面披露信息披露义务人在豪威集 成电路（集团）股份有限公司（以下简称"公司"或"豪威集团"）中拥有权益的股份变动情况。 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没有委托或者授权其他任 ...

豪威集团公告，公司于近日收到中国证监会出具的《关于豪威集成电路（集团）股份有限公司境外发行 上市备案通知书》。公司拟发行不超过7367.02万股境外上市普通股并在香港联合交易所上市。 ...

格隆汇12月9日丨豪威集团(603501.SH)公布，公司正在进行申请发行境外上市股份（H股）并在香港联 合交易所有限公司（以下简称"香港联合交易所"）主板上市的相关工作（以下简称"本次境外发行上 市"），公司于近日收到中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于豪威集成电 路（集团）股份有限公司境外发行上市备案通知书》（国合函〔2025〕2208号）（以下简称"备案通知 书"）。备案通知书主要内容如下： 一、公司拟发行不超过73,670,200股境外上市普通股并在香港联合交易所上市。二、自备案通知书出具 之日起至本次境外发行上市结束前，公司如发生重大事项，应根据境内企业境外发行上市有关规定，通 过中国证监会备案管理信息系统报告。三、公司完成境外发行上市后15个工作日内，应通过中国证监会 备案管理信息系统报告发行上市情况。公司在境外发行上市过程中应严格遵守境内外有关法律、法规和 规则。四、公司自备案通知书出具之日起12个月内未完成境外发行上市，拟继续推进的，应当更新备案 材料。 ...