来源：环球网 【环球网科技综合报道】8月22日，豪威集团宣布，旗下全新的高性能车身控制应用SBC（系统基础芯 片）方案OKX0330即将推出，现已支持送样。 源：豪威集团官微） 据悉，OKX0330是豪威SBC系列的第二款产品，集成LDO（低压差线性稳压器）、CAN/LIN收发器、 Watchdog（看门狗定时器）和高边开关等模块，主要应用于座椅控制、门窗、热管理及车灯等车身控 制领域，可充分满足客户的各种应用需求。豪威集团方面表示，OKX0330全面对标某德国品牌mid- Range SBC系列产品，客户可实现无障碍切换。在此基础上，该产品还优化了EMC性能——加入CAN SIC功能，节省外部共模电感，降低外围电路设计成本。 在看门狗定时器方面，该方案支持超时模式/窗口模式，可通过SPI配置喂狗。在休眠/唤醒功能上， 3*Wake 引脚用来实现本地唤醒，可以通过内部Timer 配置实现定时唤醒。CAN 总线唤醒可支持任意帧/ 特定帧唤醒。此外，其3*Failure output输出引脚支持电路设计实现跛行回家功能，同时方案支持ASIL-B 功能安全设计。 在收发器方面，该方案内部集成CAN收发器，支持CAN ...

Core Insights - The automotive chip sector has seen a significant increase of 3.46%, ranking fifth among concept sectors, with 112 stocks rising, including notable gains from Chengdu Huami and Cambricon, which both hit the 20% limit up [1][2] - Major inflows of capital into the automotive chip sector amounted to 6.089 billion yuan, with 74 stocks receiving net inflows, and 20 stocks exceeding 100 million yuan in net inflows [2][3] Sector Performance - The automotive chip sector's performance is highlighted by the top gainers, including Changdian Technology with a net inflow of 1.109 billion yuan, followed by Haowei Group and Heertai with net inflows of 655 million yuan and 575 million yuan respectively [2][3] - The top stocks in the automotive chip sector include Changdian Technology, Haowei Group, Heertai, and Zhaoyi Innovation, all showing significant price increases [1][3] Capital Flow Analysis - The net inflow ratios for leading stocks in the automotive chip sector are as follows: Gaoxin Development at 32.96%, Datang Telecom at 14.29%, and Changdian Technology at 13.93% [3] - The automotive chip sector has shown strong capital inflow, indicating investor confidence and interest in this segment [2][3]

Core Viewpoint - The semiconductor sector, particularly the SMIC concept stocks, has shown significant upward movement, with notable gains in stock prices and substantial net inflows of capital, indicating strong investor interest and confidence in the industry [1][2]. Group 1: Stock Performance - SMIC concept stocks rose by 3.67%, ranking third in the concept sector, with 70 stocks increasing in value [1]. - Notable gainers included Shengmei Shanghai with a 20% limit up, followed by Jingyi Equipment, SMIC International, and Hengshuo Co., which rose by 14.39%, 14.19%, and 13.30% respectively [1]. - The top-performing concept sectors included China AI 50 (+5.31%) and National Big Fund Holdings (+5.00%) [1]. Group 2: Capital Inflows - The SMIC concept sector experienced a net capital inflow of 6.319 billion yuan, with 54 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [1]. - SMIC International led the inflow with 2.579 billion yuan, followed by Changdian Technology, OmniVision Technologies, and Lanke Technology with net inflows of 1.109 billion yuan, 0.653 billion yuan, and 0.482 billion yuan respectively [1]. - The top three stocks by net inflow ratio were Shengmei Shanghai (14.44%), Changdian Technology (13.93%), and SMIC International (12.69%) [2].

Group 1: ETF Performance and Liquidity - The AI ETF has a turnover rate of 7.47% during trading, with a transaction volume of 282 million yuan [3] - As of August 21, the AI ETF's latest scale reached 3.663 billion yuan, marking a new high since its inception [3] - The AI ETF has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 89.3279 million yuan, totaling 208 million yuan [3] Group 2: Index and Market Comparison - The CSI Artificial Intelligence Industry Index has increased by 50.08% year-to-date, outperforming other indices such as the CS AI Theme Index (41.08%), Sci-Tech AI (45.17%), and Financial Technology Index (38.16%) [4] - The AI ETF closely tracks the CSI Artificial Intelligence Industry Index, which selects 50 stocks with high AI revenue and growth potential, ensuring a balanced and forward-looking investment approach [3][4] Group 3: Technological Developments - The release of DeepSeek-V3.1 on August 21 has significantly improved mixed reasoning and agent capabilities, enhancing efficiency and performance in tool usage and task execution [4] - Domestic supply chains are strengthening, with advancements in AI hardware lowering entry barriers, facilitating broader deployment of large-scale models [4] Group 4: Sector Allocation and Investment Strategy - The index includes sectors with verified demand such as AIGC applications and optical modules, each holding a weight of 20%-25%, along with emerging AI applications like autonomous driving and robotics, which hold 5%-10% [7] - Investors can also consider the HuaFu AI ETF linked funds to capitalize on the technology-driven investment opportunities presented by the AI sector [7]

Group 1 - The integrated circuit ETF (562820) has increased by 5.54%, with significant gains in component stocks such as Haiguang Information rising over 16% and Shengke Communication-U nearly 16% [1] - The trading volume of the integrated circuit ETF reached 16.5% with a transaction value of 13.83 million yuan, indicating active market participation [4] - As of August 21, the integrated circuit ETF has seen a net value increase of 89.63% over the past year, ranking 136 out of 2968 index stock funds, placing it in the top 4.58% [4] Group 2 - The top ten weighted stocks in the CSI Integrated Circuit Total Return Index account for 50.35% of the index, with SMIC, Cambricon, and Haiguang Information being the top three [4] - The highest monthly return since the inception of the integrated circuit ETF was 24.38%, with the longest consecutive monthly increase being four months and a maximum increase of 55.65% [4] - The semiconductor manufacturing industry is expected to maintain strong growth, with a projected compound annual growth rate of 7% from the end of 2024 to 2028, reaching a record monthly capacity of 11.1 million wafers [7] Group 3 - The demand for semiconductor manufacturing is being driven by the surge in generative AI applications, leading to accelerated expansion among global front-end semiconductor suppliers [7] - The domestic semiconductor manufacturing sector is experiencing rapid development due to increased government support in industrial policy, taxation, and talent cultivation [7] - The added value of the computer, communication, and other electronic device manufacturing industries increased by 10.2% year-on-year in July, indicating sustained high demand in the sector [7]

Group 1 - The core viewpoint of the news is the strong performance of the digital economy theme index and its constituent stocks, indicating a positive market sentiment towards the digital economy sector [1][2] - As of August 22, 2025, the CSI Digital Economy Theme Index (931582) rose by 2.29%, with notable gains in stocks such as Haiguang Information (688041) up by 8.84% and Zhinancun (300803) up by 7.77% [1] - The Digital Economy ETF (560800) also experienced a rise of 2.25%, marking its third consecutive increase [1] Group 2 - In terms of liquidity, the Digital Economy ETF recorded a trading volume of 6.9397 million yuan during the session, with an average daily trading volume of 26.0181 million yuan over the past week [2] - The Shanghai "AI + Manufacturing" policy aims to promote the intelligent application of 3,000 manufacturing enterprises within three years, benefiting AI industrial software and edge computing chips [2] - Upcoming events such as Apple's fall conference and the National Artificial Intelligence Industry Development Conference are expected to boost market expectations for AI hardware [2] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Digital Economy Theme Index accounted for 50.74% of the index, with companies like Dongfang Caifu (300059) and Zhongxin International (688981) leading the list [3] - The top ten stocks include Dongfang Caifu (300059) with a weight of 10.51% and Haiguang Information (688041) with a weight of 4.75%, reflecting their significant influence on the index [5]

Group 1 - The core viewpoint of the news highlights a strong performance of the Consumer Electronics ETF and its underlying index, indicating positive market sentiment in the sector [3][4]. - As of August 22, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 2.22%, with notable increases in constituent stocks such as Chipone Technology (688521) up by 7.03% and Huagong Technology (000988) up by 6.49% [3]. - The Consumer Electronics ETF (561600) also saw a rise of 2.01%, with a recent price of 1.02 yuan, and a cumulative increase of 6.52% over the past week [3]. Group 2 - The CSI Consumer Electronics Theme Index tracks 50 listed companies involved in component production and brand design in the consumer electronics sector, reflecting the overall performance of these companies [4]. - As of July 31, 2025, the top ten weighted stocks in the index accounted for 51.57% of the total index weight, with Luxshare Precision (002475) and SMIC (688981) being the top two [4][6]. - The trading volume for the Consumer Electronics ETF showed a turnover of 5.05% during the session, with a total transaction value of 12.187 million yuan [3].

Group 1 - The core viewpoint is that the company expects its revenue guidance for the first half of 2025 to reach between 13.722 billion and 14.022 billion RMB, indicating a year-on-year growth of 13.49% to 15.97% [2][3] - The company anticipates a significant increase in net profit attributable to shareholders for the first half of 2025, projected to be between 1.906 billion and 2.046 billion RMB, representing a year-on-year growth of 39.43% to 49.67% [2] - The automotive CIS business of the company is expected to experience rapid growth in 2025-2026, driven by increasing market penetration in smart driving, panoramic, and action camera markets [3] Group 2 - The company maintains a "buy" rating with a target price of 146.00 RMB, reflecting confidence in the automotive CIS and mobile CIS business contributions to potential revenue in 2026 [2][4] - The company holds a leading position in the global automotive CIS market with a market share of 32.9% in 2024, which has been consistently increasing from 2021 to 2024 [3] - The company expects downstream customer orders to drive a 30% year-on-year increase in automotive CIS revenue for 2025 and 2026 [3]

Group 1 - The core point of the news is that shareholder Yu Renrong has pledged a total of 16.04 million shares of Haowei Group, accounting for 1.33% of the total share capital, to Zhongyuan Trust Co., Ltd. and Tibet Trust Co., Ltd. [1] - The details of the pledges indicate that Yu Renrong pledged 5.44 million shares (1.63% of his holdings, 0.45% of total shares) to Zhongyuan Trust, and 10.60 million shares (3.18% of his holdings, 0.88% of total shares) to Tibet Trust, both starting from August 19, 2025 [1] - As of the announcement date, Yu Renrong has cumulatively pledged 178 million shares, which is 53.51% of his total holdings, while another shareholder, Shaoxing Wehao Equity Investment Fund Partnership, has pledged 39.40 million shares, accounting for 53.14% of its total holdings [1] Group 2 - Haowei Group's Q1 2025 financial report shows a main revenue of 6.472 billion yuan, an increase of 14.68% year-on-year; net profit attributable to shareholders is 866 million yuan, up 55.25% year-on-year; and net profit after deducting non-recurring gains and losses is 848 million yuan, up 49.88% year-on-year [3] - The company's debt ratio stands at 37.54%, with investment income of 7.33 million yuan and financial expenses of -5.89 million yuan, while the gross profit margin is 31.03% [3] - Haowei Group is engaged in chip design, semiconductor product design, and the research, development, and sales of integrated circuits [3]

豪威集团（SH 603501，收盘价：129.2元）8月20日晚间发布公告称，豪威集成电路（集团）股份有限 公司控股股东虞仁荣先生持有公司股份约3.33亿股，占公司目前总股本的27.65%；公司于2025年8月20 日接到控股股东虞仁荣先生及其一致行动人绍兴韦豪的通知，获悉其持有本公司的部分股份已办理质押 及解除质押登记手续，本次质押情况变动后，虞仁荣先生累计质押股份约为1.78亿股，占其持股比例的 53.51%。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）、 虞小荣先生共计持有公司股份约4.09亿股，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约2.18亿股，占其持有公司股份总数的53.32%，占公司目前总股 本的18.06%。 （文章来源：每日经济新闻） ...