Core Viewpoint - The company, OmniVision Technologies, is a leading global supplier of image sensor solutions, emphasizing its technological advantages in global exposure and its adaptability to emerging markets such as AR/VR and AI glasses [1] Group 1: Company Overview - The company offers a diverse product line in image sensors, catering to various end-user needs [1] - The company's image sensor products excel in small size and low power consumption, making them highly suitable for AR/VR applications [1] Group 2: Technological Advantages - The company leverages its leading position in global exposure technology to enable functionalities such as eye tracking, simultaneous localization, and mapping (SLAM) [1] - The developed LCOS products are characterized by high resolution, compact form, low power consumption, and cost-effectiveness, enhancing economic feasibility and solution viability for emerging markets [1]

Core Viewpoint - The company, OmniVision Technologies, has developed a CMOS image sensor that serves as a visual perception tool, functioning as the "eyes" of robots to help them recognize their surroundings and respond appropriately [1] Group 1 - The CMOS image sensor is a core component of machine vision technology [1] - The company is unable to disclose specific collaboration details with certain clients due to confidentiality agreements [1]

Group 1: Company Overview - 豪威集团 (OmniVision Technologies) - The automotive intelligent driving business is driving record high revenues, with a closing price of RMB 121.22 and a target price of RMB 180.00, indicating a potential upside of +48.5% [1] - The net profit for 1H25 was in line with expectations, with a median net profit of RMB 1.98 billion and revenue median of RMB 13.87 billion, attributed to a slowdown in smartphone shipments affecting image sensor product revenues [1][2] - The automotive CIS chip market share is steadily increasing in panoramic and action camera segments, contributing to a historical high in revenue for 2Q25 [1] Group 2: Financial Projections - 豪威集团 (OmniVision Technologies) - Revenue forecasts for 2025/26 have been adjusted down to RMB 31.1 billion and RMB 36.8 billion, respectively, with slight adjustments to net profit estimates for the same years [2] - The diluted EPS for 2025/26 is projected at RMB 3.98 and RMB 5.24, maintaining a target price of RMB 180, corresponding to a 39x average P/E ratio for 2025/26 [2] Group 3: Company Overview - 高途 (Gaotu Techedu) - The education business shows strong performance with a projected 31% year-on-year revenue growth for Q2 2025, driven by robust growth in K9 business and better-than-expected growth in high school segments [3] - Despite controlled offline business investments and ongoing operational efficiency improvements, increased AI-related expenditures have led to an adjusted operational loss of RMB 250 million for Q2 [3] - The target price for Gaotu is set at USD 4.80, reflecting a 33% potential upside based on a 15x P/E ratio for online education [3] Group 4: Company Overview - 百济神州 (BeiGene) - The company reported a 41% year-on-year revenue growth in Q2 2025, reaching USD 1.3 billion, exceeding market expectations [6] - Sales of the drug Zejula increased by 49% year-on-year to USD 950 million, with significant growth in both the US and European markets [6] - The target price for BeiGene has been raised to HKD 225.00, indicating a potential upside of +23.2% [6][7] Group 5: Financial Projections - 百济神州 (BeiGene) - Revenue guidance for the full year has been raised to a range of USD 5.0 billion to USD 5.3 billion, with a gross margin target of 80-90% [6] - The company has also increased its peak sales forecasts for Zejula and another drug, with projected peak sales of USD 7.3 billion and USD 900 million, respectively [7]

Group 1 - The stock price of OmniVision Technologies on August 7 was 120.89 yuan, down 0.33 yuan from the previous trading day, with an intraday fluctuation of 1.33% and a trading volume of 1.503 billion yuan [1] - The company's current market capitalization is 145.795 billion yuan, with a price-to-earnings ratio of 42.09 times [1] - OmniVision is a significant player in the semiconductor industry, focusing on the research and design of CMOS image sensors, which are widely used in consumer electronics, security monitoring, and automotive electronics [1] Group 2 - On August 6, Shanghai released the "Implementation Plan for the Development of Embodied Intelligence Industry," aiming to achieve a core industry scale exceeding 50 billion yuan by 2027 [1] - The policy emphasizes support for key technology breakthroughs in perception and decision-making, with OmniVision's technology in image sensors providing crucial support for robotic vision systems [1] - The company's CMOS image sensor products have a technological advantage in imaging performance under low-light conditions [1] Group 3 - On August 7, the net outflow of main funds for OmniVision was 23.9012 million yuan, with a cumulative net outflow of 408 million yuan over the past five trading days, accounting for 0.02% and 0.28% of the circulating market value, respectively [1]

Group 1 - The company has approved the cancellation of 11,213,200 shares, which accounts for approximately 0.92% of the total share capital, reducing the total share capital from 1,217,223,785 shares to 1,206,010,585 shares [2][8] - The share buyback was conducted to maintain company value and protect investor interests, with a total buyback fund of no less than RMB 6 billion and no more than RMB 12 billion, at a maximum price of RMB 97 per share [4][5] - The cancellation of shares is set to take effect on August 7, 2025, and the company has complied with all legal requirements regarding the cancellation process [3][8] Group 2 - The company has received notification from the Dongfang Lihua Foundation regarding the completion of a share swap plan, where 9,999,900 shares were exchanged for units in the Huatai-PineBridge CSI 300 ETF, representing 0.82% of the total share capital [12][13] - Following the swap, the foundation's shareholding in the company decreased from 50,600,000 shares (4.16%) to 40,600,100 shares (3.34%) [12][13] - The swap plan was executed as planned, with no minimum swap quantity or ratio set, and the swap was completed successfully [13][14]

一、回购股份的基本情况及实施情况 （一）为维护公司价值和广大投资者权益，促进公司可持续健康发展，公司 于 2024 年 1 月 23 日召开六届董事会第二十九次会议，审议通过了《关于回购公 司股份方案的议案》，本次回购的资金总额不低于人民币 6 亿元（含），不高于 人民币 12 亿元（含），回购价格不超过人民币 97 元/股，回购股份用于维护公 司价值及股东权益。具体内容详见公司于 2024 年 1 月 24 日在上海证券交易所网 站（www.sse.com.cn）及指定信息披露媒体上发布的《关于以集中竞价交易方式 回购股份的报告书》（公告编号：2024-003）。 证券代码：603501 证券简称：豪威集团 公告编号：2025-082 转债代码：113616 转债简称：韦尔转债 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"）分别于 2025 年 4 月 15 日、2025 年 6 月 10 日召开第六届董事会第四十三次会议、2024 年年 度股东大会， ...

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"）分别于 2025 年 4 月 15 日、2025 年 6 月 10 日召开第六届董事会第四十三次会议、2024 年年 度股东大会，审议通过了《关于变更 2024 年回购股份用途并注销的议案》，同 意注销存放于公司回购专用证券账户中的 11,213,200 股股份，约占公司总股本的 0.92%。本次注销完成后，公司总股本将由 1,217,223,785 股变更为 1,206,010,585 股。 回购股份注销日：2025 年 8 月 7 日。 一、回购股份的基本情况及实施情况 | 证券代码：603501 | 证券简称：豪威集团 公告编号：2025-082 | | --- | --- | | 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 关于回购股份注销暨股份变动的公告 公司已根据《公司法》等法律、法规的有关规定，就注销回购股份事项履行 通知债权人程序，具体内容详见公司于 20 ...

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：2025-083 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 关于股东参与换购证券投资基金份额计划实施结果公告 本公司董事会、全体董事及相关股东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： 本次换购计划实施前，宁波东方理工大学教育基金会（以下简称"东方理 工基金会"）持有豪威集成电路（集团）股份有限公司（以下简称"公司"）股份 50,600,000 股，占公司总股本的 4.16%。上述股份来源为以无偿捐赠方式取得的 股份，均为无限售条件流通股。 参与换购交易型开放式指数基金份额计划的主要内容：2025 年 5 月 7 日， 公司披露《关于股东参与换购证券投资基金份额计划的公告》（公告编号： 2025-039），为优化资产配置，东方理工基金会拟自 2025 年 5 月 7 日起 15 个交 易日后的3个月内将持有的部分公司股份参与换购华泰柏瑞沪深300交易型开放 式指数证券投 ...

Group 1 - The company, Haowei Group (603501.SH), has received a notification from the Dongfang Lihua Foundation regarding a stock exchange transaction [1] - As of August 5, 2025, the Dongfang Lihua Foundation has exchanged 9,999,900 shares of the company's unrestricted circulating stock for shares in the Huatai-PB CSI 300 ETF, representing 0.82% of the company's total share capital [1] - Following the exchange, the Dongfang Lihua Foundation now holds a total of 40,600,100 shares in the company, which accounts for 3.34% of the total shares [1]

Core Viewpoint - The company will cancel 11.2132 million shares on August 7, 2025, representing 0.92% of the total share capital, to enhance shareholder value and increase net asset per share [1] Group 1 - After the cancellation, the total share capital will decrease from 1.217 billion shares to 1.206 billion shares [1] - The move aims to boost investor confidence by increasing equity per share [1] - The share cancellation will not significantly impact the company's operational activities, profitability, financial condition, or debt servicing ability [1]