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%。 ...

Summary of Semiconductor Industry Conference Call Industry Overview - The conference call focuses on the **semiconductor industry in China**, particularly in the context of the **CHIPS Act** and its implications for capital expenditures (capex) and technology development [1][4][5]. Key Points Capital Expenditures (Capex) - China's semiconductor capex is projected to increase to **US$43 billion to US$46 billion** for the period **2025-2030**, up from previous estimates of **US$40 billion to US$44 billion** [4][16]. - A strong investment of **US$41 billion** was recorded in **2024**, representing a **19% year-over-year increase** [4][16]. - The investment focus is expected to shift towards **memory** and **advanced node technologies**, with local suppliers anticipated to contribute **26%** of wafer fabrication equipment procurement in **2025**, increasing to **36%** by **2030** [4][16]. Demand and Supply Chain Migration - The semiconductor supply chain in China is undergoing significant migration, with expansions in **CIS**, **automotive chips**, and **AI chips** [5]. - Local foundries and OSATs are enhancing their manufacturing technologies, driven by structural technology innovations and better services [5]. Lithography Demand - An estimated **2,261 additional lithography systems** will be required by **2035** to meet the projected chip demand in China, necessitating an investment of approximately **US$110 billion** [6][39]. - The breakdown of required lithography systems includes **212 EUVs**, **843 immersion DUVs**, and **2,564 dry DUV/UV systems** [39]. Market Dynamics - The semiconductor market in China is expected to see a **5% to 1%** growth in capex from **2025 to 2030**, driven primarily by foundries and memory players, which will account for about **80%** of the capex [16][22]. - Chinese semiconductor manufacturers are projected to capture **17%** of the semiconductor demand value in **2024**, increasing to **37%** by **2030** [33]. Equipment Market - The Wafer Fabrication Equipment (WFE) market in China is expected to reach **US$41 billion** by **2026**, with local suppliers increasing their market share from **17%** in **2024** to **36%** by **2027** [28][32]. - The growth in WFE revenues is attributed to the increasing semiconductor spending, with China expected to account for **37% to 38%** of global WFE spending in **2025-2027** [28]. Implications for Global Suppliers - US suppliers are expected to maintain a strong market share in China's WFE spending, despite facing challenges from local manufacturers and export controls [45]. - Japanese SPE manufacturers may see a gradual decline in their market share in China, although they will still benefit from the high capex environment [49]. Additional Insights - The semiconductor industry in China is characterized by a robust local ecosystem supported by ongoing technology development and a large home market [1][4]. - The demand for lithography systems is critical for meeting future chip production needs, highlighting the importance of investment in R&D and local manufacturing capabilities [6][39]. This summary encapsulates the key insights and projections regarding the semiconductor industry in China, emphasizing the growth in capital expenditures, the demand for advanced technologies, and the evolving dynamics of the supply chain.