Core Viewpoint - Recently, major shareholders of SMIC and Hua Hong Semiconductor have not announced any reduction in their A-share holdings, despite changes in the shareholding structure of their H-shares [1] Group 1: Company Updates - On May 8, SMIC and Hua Hong Semiconductor disclosed their Q1 2025 financial reports [1] - The significant shareholder, the National Integrated Circuit Industry Investment Fund, through its wholly-owned subsidiary Xin Xin (Hong Kong) Investment Co., has seen changes in its shareholding proportions in both companies [1] - It has been confirmed that the reduction in holdings by Xin Xin (Hong Kong) pertains only to H-shares and does not involve A-share holdings of either company [1] Group 2: Market Implications - There have been no announcements regarding A-share reductions from either SMIC or Hua Hong Semiconductor, indicating stability in their A-share market positions [1] - The market is closely monitoring developments in the semiconductor sector, particularly regarding shareholder activities and their potential impact on stock performance [1]

东莞证券指出，一季度为半导体行业传统淡季，但在算力类芯片供不应求、消费类芯片需求回暖以及设 备、材料、零部件等环节自主可控加速推进等多方面因素加持下，半导体行业2025年一季度整体呈 现"淡季不淡"特征，营收、净利润实现同比增长，且盈利能力有所提高。该机构认为，AI渗透与国产替 代趋势明确，维持半导体板块超配评级。 公开信息显示，恒生科技指数ETF（513180）在A股上市的同赛道ETF中规模和流动性双双领先，支持 T+0交易。恒生科技指数ETF（513180）兼具硬科技与新消费属性，在外围扰动下具备韧性：1）硬科 技：恒生科技代表了中国AI核心资产，成分股深度聚焦AI产业链的上中下游，其中阿里、腾讯、小 米、美团、中芯国际、联想等有望成为中国科技股"七巨头"；2）新消费：恒生科技超一半权重在电商 零售、汽车、家电、消电、旅游等可选消费板块，包含"蔚小理"、小米、联想等硬件厂商，携程、同程 等OTA平台，以及海尔、美的等家电龙头。（场外联接A/C：013402/013403） （文章来源：每日经济新闻） 5月9日早盘，恒生科技指数低开低走，一度跌超1%，成分股中，仅联想集团、阿里巴巴等少数公司上 涨，华虹半导 ...

Group 1 - Huanhong Company experienced a decline of over 10% in stock price [1] - Lexin Technology fell by over 5% [1] - Other companies such as SMIC, Weicai Technology, Chipone Technology, Guomin Technology, Aojie Technology, and Canxin Technology saw an increase in stock prices [1] Group 2 - SMIC reported a net profit growth of 167% year-on-year for the first quarter [1] - The company anticipates a revenue decline of 4% to 6% quarter-on-quarter for the second quarter [1]

Group 1 - The semiconductor sector experienced a decline at the beginning of trading, with notable drops in stock prices [1] - Hua Hong Semiconductor saw a decrease of over 10% [1] - Lexin Technology fell by more than 5% [1] - SMIC (Semiconductor Manufacturing International Corporation) dropped over 3% [1] - Other companies such as Weicai Technology and Chipone also faced declines [1]

Group 1: Technology Developments - Huawei's HarmonyOS makes its debut on PCs, with over 2,700 core patents developed and a team of over 10,000 engineers involved in the project [2] - OpenAI announces significant personnel changes, appointing Fidji Simo as Chief Applications Officer to focus on research and core technologies [2] - Baidu Apollo partners with Shenzhou Car Rental to launch the world's first autonomous vehicle rental service [4] Group 2: Financial and Market Insights - TrendForce reports that OLED monitor shipments are expected to reach approximately 507,000 units in Q1 2025, marking a year-on-year increase of 175% [8] - SMIC reports a 29.4% year-on-year increase in revenue for Q1 2025, with net profit rising by 166.5% [10] - Huahong's Q1 2025 net profit decreases by 89.73%, despite an 18.66% increase in revenue [11] Group 3: Corporate Actions and Partnerships - Volant Aviation signs a strategic cooperation agreement for the purchase of 100 eVTOL aircraft, with a financing commitment of no less than 1 billion yuan from China Bank [4] - Huawei's Hubble invests in humanoid robot developer Qianxun Technology, increasing its registered capital [9] - Exoskeleton robot company Aoshark completes two rounds of financing to expand its consumer-grade product line [9]

港股部分半导体股走低 华虹半导体绩后跌超9% 智通财经5月9日电，截至发稿，华虹半导体(01347.HK)跌9.22%、中芯国际(00981.HK)跌5.87%。消息方 面，中芯国际和华虹半导体相继公布一季度业绩，前者净利大增166.5%，而后者出现增收不增利，净 利大降89.73%。 ...

港股华虹半导体(01347.HK)低开9.2%，研发投入和汇兑损失拖累首季净利降约九成。 ...

Company Insights - National Integrated Circuit Industry Investment Fund reduced holdings in two major chip foundries, SMIC and Hua Hong, selling 65.9772 million shares and 6.333 million shares respectively [3] - SMIC reported a net profit increase of 166.5% in Q1 2025, while Hua Hong's net profit decreased by 89.73% despite revenue growth [3] - Huawei's investment in Qianxun Smart is part of its strategy to expand in the humanoid robot sector, indicating a growing trend in the industry [9] - Huawei's HarmonyOS is entering a new phase with its debut on computers, potentially reshaping the global operating system market [10] - Apple is making progress in developing smart glasses chips, with expectations for the product to hit the market within two years, indicating a growing market for AI glasses [11] Industry Trends - The humanoid robot industry is entering a phase of diversification, with significant applications in industrial settings, suggesting investment opportunities in domestic component manufacturers [9] - The global smart glasses market is projected to ship 12.05 million units by 2025, reflecting an 18.3% year-on-year growth, highlighting the increasing adoption of AI-driven devices [11]

Core Insights - The announcement from Hua Hong Company reveals significant changes in its top ten circulating shareholders as of March 31, 2025, compared to the previous reporting period [1][2] Shareholder Changes - New shareholders include Hong Kong Central Clearing (Nominees) Limited holding 696 million shares (40.73% of circulating shares), Shanghai Hua Hong International holding 348 million shares (20.34%), Sino-Alliance International holding 161 million shares (9.39%), and Xinxin (Hong Kong) Capital holding 112 million shares (6.56%) [1][3] - Notable new entrants also include CITIC Securities with 10.99 million shares (0.64%) and Harvest CSI Star Market Chip ETF with 7.02 million shares (0.41%) [1][3] - The previous top shareholders that exited include Hong Kong Central Clearing (Nominees) Limited, which held 683 million shares (40.12%), and Shanghai Hua Hong International, which held 348 million shares (20.42%) [2][3] Shareholder Reductions - China State-Owned Enterprises Structural Adjustment Fund II reduced its holdings by 53.64% to 10.69 million shares, while Shanghai International Assets decreased by 14.99% to 8.17 million shares [2][3] - The total number of shares held by the top ten circulating shareholders is now 1.409 billion, accounting for 82.45% of circulating shares, a decrease of 25.31 million shares from the previous period [3]

| 证券代码：688347 | 证券简称：华虹公司 | 公告编号：2025-015 | | --- | --- | --- | | 港股代码：01347 | 港股简称：华虹半导体 | | （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 406 | | --- | --- | | 普通股股东人数 | 406 | | 其中：A 股股东人数 | 390 | | 境外上市外资股股东人数 | 16 | | 2、出席会议的股东所持有的表决权数量 | 780,441,480 | | 普通股股东所持有表决权数量 | 780,441,480 | | 其中：A 股股东所持有表决权数量 | 59,820,860 | | 境外上市外资股股东所持有表决权数量 | 720,620,620 | 华虹半导体有限公司 2025年股东周年大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （ ...