华虹半导体有限公司 关于 2025 年度"提质增效重回报"行动方案的 半年度评估报告 华虹半导体有限公司（以下简称"公司"、"本公司"、"华虹公司" 或"华虹半导体"）为贯彻落实科创板上市公司"提质增效重回报"专项 行动，于 2025 年 3 月 27 日发布了《华虹半导体有限公司 2025 年度"提 质增效重回报"行动方案》。公司根据行动方案的内容，积极开展和落 实各项工作，现将 2025 年上半年公司行动方案主要举措的落实及进 展情况报告如下： 一、专注晶圆代工主营业务，优化运营效率，提升核心竞争力 2025 年上半年，在全球贸易及晶圆代工市场呈现一定波动的背 景下，公司聚焦自身产品、工艺、研发、供应链等核心竞争力的提升， 通过优化产品结构、深化成本管控及加速产能释放，实现了收入稳步 增长与盈利能力的显著提升，降本增效初见成果，主要营运指标持续 改善。 1、提升工艺水平，丰富产品组合，开拓新的应用领域 2025 年上半年，公司经营业绩稳中求进，整体销售额与出货量 同比、环比均保持增长趋势。报告期内实现营业收入人民币 80.18 亿 元，比上年同期增长 19.09%。 报告期内，公司加速推进核心技术迭代。受 ...

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、准确性和完整性依法承担法律责任。 一、募集资金基本情况 （一）实际募集资金金额、到账情况 | A 股代码：688347 | A 股简称：华虹公司 公告编号：2025-023 | | --- | --- | | 港股代码：01347 | 港股简称：华虹半导体 | 华虹半导体有限公司 2025 年半年度募集资金存放与实际使用情况专项报告 根据中国证券监督管理委员会于 2023 年 6 月 6 日出具的《关于同意华虹半 导体有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1228 号）， 公司获准向社会公开发行人民币普通股 40,775.00 万股，每股发行价格为人民币 52.00 元，募集资金总额为 2,120,300.00 万元；扣除承销及保荐费用、发行登 记费以及其他交易费用共计 28,232.30 万元（含税）后，募集资金净额为 2,092,067.70 万元，上述资金于 2023 年 7 月 31 日已全部到位，经安永华明会 计师事务所（特殊普通合伙）审验并出具了"安永华明（2023）验字第 6 ...

| A | 股代码：688347 | A 股简称：华虹公司 | 公告编号：2025-022 | | --- | --- | --- | --- | | 港股代码：01347 | | 港股简称：华虹半导体 | | 华虹半导体有限公司 关于与上海复旦微电子集团股份有限公司发生日常关 联交易的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 公司董事会于 2025 年 8 月 28 日就与复旦微电发生日常关联交易相关事宜作 出决议，同意公司及其合并报表范围内公司因生产经营需要，在不超过相应额度 的范围内与关联方复旦微电开展相关交易。根据《上海证券交易所科创板股票上 市规则》（以下简称"《科创板上市规则》"）的规定，公司全体独立董事同意 通过上述议案。根据《科创板上市规则》及《华虹半导体有限公司之组织章程细 则》的相关规定，本次关联交易事项无需提交公司股东大会审议。 （二）本次日常关联交易预计金额和类别 1/3 【 】 【 】 因华虹半导体有限公司（以 ...

Core Viewpoint - The company reported a net profit of 74.315 million yuan for the first half of the year, representing a year-on-year decline of 71.95% [1] Financial Performance - The net profit for the first half of the year is 74.315 million yuan [1] - The year-on-year decline in net profit is 71.95% [1]

华虹公司：2025年上半年净利润7431.5万元，同比下降71.95%。中芯国际：2025年上半年收入44.56亿美元，同比增长22%；净利润3.2亿美元，同比增长35.6%。 ...

南向资金今日净卖出204.41亿港元。其中中芯国际、康方生物、华虹半导体净买入额位列前三，分别获 净买入8.92亿港元、5.12亿港元、4.64亿港元。净卖出方面，盈富基金、恒生中国企业、腾讯控股分别 遭净卖出118.86亿港元、47.76亿港元、5.84亿港元。 (本文来自第一财经) ...

Core Viewpoint - The Hong Kong Hang Seng Index declined by 0.81%, while the Hang Seng Tech Index fell by 0.94%, indicating a negative trend in the market [1] Company Performance - Meituan experienced a significant drop of over 12% - XPeng Motors fell by more than 8% - Smoore International decreased by over 6% - Mixue Group and JD Group both dropped by over 5% - Alibaba saw a decline of more than 4% [1] Sector Performance - The semiconductor sector showed strong performance, with InnoCare rising by over 15% - SMIC (Semiconductor Manufacturing International Corporation) increased by more than 10% - Fudan University and Huahong Semiconductor both saw gains of over 8% [1]

（原标题：香港恒生指数收跌0.81% 中芯国际涨约11%） 人民财讯8月28日电，香港恒生指数收跌0.81%，恒生科技指数跌0.94%。美团跌超12%，中芯国际涨约11%，华虹半导体涨超8%。 ...

Investment Rating - The report suggests a positive investment outlook for the semiconductor foundry industry, particularly driven by AI and automotive electronics demand [5]. Core Insights - The semiconductor foundry industry is experiencing a significant growth phase, with global semiconductor sales expected to exceed $1 trillion by 2030, growing at a CAGR of 9% from 2025 to 2030 [4][39]. - TSMC dominates the foundry market with a 60% market share, while SMIC, Hua Hong Semiconductor, and others are emerging as key players in the Chinese market [47][52][58]. Summary by Sections Industry Overview - Wafer foundry refers to the manufacturing of semiconductor wafers for other IC design companies without engaging in design itself. It is a crucial segment of the semiconductor industry [3][10]. - The industry is characterized by high capital and technology intensity, with significant investments required for advanced process nodes [22][23]. Market Dynamics - The global semiconductor wafer capacity is projected to grow from 31.5 million wafers per month in 2024 to 33.7 million in 2025, with a growth rate of 6% and 7% respectively [4][37]. - The demand for chips is driven by sectors such as AI, HPC, and automotive electronics, leading to increased R&D investments in advanced process technologies [29][39]. Key Players in China - SMIC is a leading foundry in China, achieving significant revenue growth and technological advancements, including the production of 14nm FinFET technology [52][54]. - Hua Hong Semiconductor is recognized for its comprehensive specialty process platform, focusing on various technology segments [58]. - Jinghe Integrated Circuit has achieved global leadership in the LCD driver chip foundry market [65]. Competitive Landscape - The foundry market is characterized by a "one strong, many strong" competitive structure, with TSMC as the clear leader, followed by Samsung and SMIC [47]. - The report highlights the increasing market share of SMIC, which has risen to third place in the global foundry rankings [47][49]. Future Trends - The report anticipates continued growth in advanced processes (28nm and below) and specialty processes, driven by the rising demand for high-performance computing and AI applications [5][39]. - The foundry industry is evolving towards a "Foundry 2.0" model, which includes not only wafer manufacturing but also packaging, testing, and other integrated services [24].

人民财讯8月28日电，截至午间收盘，恒生指数跌0.66%，恒生科技指数跌1.04%。中芯国际涨超8%，华 虹半导体涨超4%；美团跌超10%，小鹏汽车跌超7%，阿里巴巴、京东集团、理想汽车跌超3%。 ...