股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 華虹半導體有限公司（於香港註冊成立的有限公司） 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01347 | | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 1,325,869,670 | | 0 | | 1,325,869,670 | | 增加 / 減少 (-) | | | | 1,834,733 | | | | | | 本月底結存 | | | ...

Core Viewpoint - The global market during the National Day holiday (October 1-7) showed a pattern of "Asia-Pacific leading, Europe and America following, and commodity structure differentiation," driven by technology growth and expectations of global liquidity easing [1] Group 1: Global Market Performance - The Asia-Pacific technology growth sector outperformed, with major indices showing significant divergence [2] - The Nikkei 225 index surged by 6.72%, leading global markets, driven by expectations of easing policies from Japan's new Prime Minister and improved corporate earnings [2] - The S&P 500 and Nasdaq indices rose by 0.39% and 0.57%, respectively, supported by AI industry catalysts and interest rate cut expectations [2] Group 2: Commodity Market Trends - Gold and industrial metals showed strong performance, while energy commodities exhibited significant differentiation [3] - Spot gold surpassed $3980 per ounce, with COMEX gold futures rising by 3.48% to cross the $4000 mark, driven by heightened risk aversion and expectations of Federal Reserve rate cuts [3] - Industrial metals like LME copper and LME zinc increased by 4.45% and 2.75%, respectively, due to supply constraints and demand from AI and new energy sectors [3] Group 3: Industry Insights - The technology growth sector is clearly defined, with macro policies and industry trends resonating [4] - The semiconductor sector is driven by a global inventory cycle bottoming out and AI computing demand, with stocks like SMIC and Hua Hong Semiconductor rising over 14% [4] - The Hong Kong market showed significant sector differentiation, with materials, information technology, and healthcare leading, while consumer staples and real estate lagged [4] Group 4: Future Outlook - The A-share market is expected to see a strong opening post-holiday, with technology growth likely to continue its momentum [5] - Focus areas for investment include technology growth (semiconductor equipment, AI computing, communication devices), safe-haven assets (gold), and cyclical sectors benefiting from policy expectations [5] - Caution is advised regarding potential volatility in the technology sector and external policy uncertainties, particularly related to the U.S. government shutdown [5]

美股三大指数集体收跌 美股三大指数集体收跌，道指跌0.2%，纳指跌0.67%，标普500指数跌0.38%。热门科技股多数下跌，特斯拉跌超4%，谷歌跌超1%，AMD涨超3%，英特 尔涨超1%。加密货币概念、半导体设备与材料跌幅居前，Strategy跌超8%，科休半导体跌超7%，科磊跌超4%，阿斯麦跌近4%，Coinbase跌超2%。煤 炭、日用消费板块走高，雅诗兰黛涨超4%，宝洁、金佰利涨超1%。 | 道琼斯 | 46602.98 | | --- | --- | | | | | 纳斯达克 22788.36 -153.30 -0.67% | | | | | | 标普500 | 6714.59 | 纳斯达克中国金龙指数收跌2.24%，热门中概股普跌，世纪互联跌超6%，万国数据跌超5%，百度跌超4%，阿里巴巴、金山云跌超3%，哔哩哔哩跌近 3%，京东、名创优品、理想汽车跌超2%。 COMEX黄金期货收涨0.79%，报4007.9美元/盎司；COMEX白银期货收跌1.64%，报47.655美元/盎司。 WTI原油期货收涨0.06%，报61.73美元/桶。布伦特原油期货收跌0.03%，报65.45美元/桶。 法国国债市场 ...

自从我们8月底介入机器人板块以来，就一直在思考近期投资的范式是什么？ 在资金较为充裕的情形下，各个板块要"争夺资金话语权"，需要用"确定性"来吸引市场 易中胜富 就是 英伟达链 的Tier 1，也就是确定性 或者 稀缺性 【笔者按】 易中胜富 在7、8和9月初过分的耀眼，也强化了我们一直认为的"风格转换" 进入9月，在国内芯片制造先进制成突破，光刻机技术突破，阿里等大CSP自研突破的背景下，国产算力一路走高，而我也第一时间意识到预期纠结选择标 的，不如一键打包选择芯片制造产业链的上中下游~。 结果确实买在国产科创芯片的起爆点！至今浮盈39% 节前最后交易日华虹和佰维成了最靓的仔~ | 代码 名称 | 涨幅 | | --- | --- | | 688347 华虹公司 | +15.16% | | 688525 佰维存储 | 重研公社:回桃列名称 | 但其实也说明了，除了村龙，其他标的都以轮动的形式走强，哪怕寒武纪，海光信息，在GPU界的地位，都没法跟易中胜富四大天王相比。 除了菊厂占23%（甚至25年后还会扩大）外，其他包括寒武纪只有1%~3%的份额，而随着摩尔、沐曦、燧元等等上市GPU越来越多，寒武纪《原本稀缺 ...

花旗亦称，五年内AI相关销售额从零增至占市场超25%份额，2025年全球半导体销售额预计增长16%至 7310亿美元创新高，但增长完全由价格驱动，出货量仍低于峰值11%，表明库存偏低、增长空间充足。 尽管半导体指数估值溢价34%，但AI效应支撑的高增长率使估值合理，本轮半导体周期仍有上升空间。 (格隆汇) 格隆汇10月6日｜华虹半导体(1347.HK)涨6%至92.8港元，股价续创历史新高，年内累涨328.6%。 消息面上，高盛上调中芯国际和华虹半导体港股目标价，称中国不断扩大的AI生态为半导体带来机 遇。将两家公司的目标价均上调至117港元，此前中芯国际和华虹半导体目标价分别为95港元和87港 元。分析师Allen Chang等人在报告中表示："随着本土AI解决方案的发展，从模型到半导体，我们预计 中芯国际和华虹半导体将成为中国领先的晶圆代工厂，并在长期受益。" ...

华虹半导体港股涨超5%再创历史新高，21个交易日股价翻倍。 来源：滚动播报 ...

（文章来源：每日经济新闻） 每经AI快讯，10月6日，港股华虹半导体(01347.HK)早盘涨超5%，高见92.5港元再创新高，股价暂现八 连阳。截至发稿，涨4.23%，报91.2港元，成交额6.53亿港元。 ...

Core Viewpoint - Huahong Semiconductor (01347) has seen a significant stock price increase, reaching a new high of 92.5 HKD, driven by a recent restructuring announcement with Huali Microelectronics to address IPO commitment-related competition issues [1] Company Summary - Huahong Semiconductor's stock rose over 5% in early trading, with a current price of 91.2 HKD and a trading volume of 653 million HKD [1] - The restructuring with Huali Microelectronics aims to enhance the company's 12-inch wafer foundry capacity, leveraging both companies' complementary technology platforms [1] - Huali Microelectronics' fifth factory provides 12-inch integrated circuit wafer foundry services with a capacity of 38,000 wafers per month, serving sectors like communications and consumer electronics [1] Industry Summary - Huatai Securities reports that both SMIC and Huahong Semiconductor have shown strong stock performance this year, although there are concerns about high valuations [1] - Three industry trends are accelerating, potentially expanding the long-term space for domestic foundry segments: 1. Rapid iteration and financing of domestic computing design products [1] 2. Increasing demand for advanced manufacturing capacity as a scarce resource [1] 3. Stricter overseas technology blockade policies enhancing the need for self-sufficiency [1] - The acceleration in the layout of equipment like lithography machines and technological breakthroughs may open up long-term capacity release opportunities [1]

Core Viewpoint - Huahong Semiconductor (01347) has seen a significant stock price increase, reaching a new high of 92.5 HKD, driven by a recent restructuring announcement with Huali Microelectronics to address IPO commitment-related competition issues [1] Company Summary - Huahong Semiconductor's stock rose over 5% in early trading, marking an eight-day consecutive increase, with a current price of 91.2 HKD and a trading volume of 653 million HKD [1] - The restructuring with Huali Microelectronics involves Huali's fifth factory, which provides 12-inch integrated circuit wafer foundry services with a capacity of 38,000 wafers per month, enhancing Huahong's 12-inch wafer foundry capacity [1] - The collaboration aims to leverage both companies' advanced process platforms, creating a more comprehensive range of applications and technical specifications for wafer foundry and supporting services [1] Industry Summary - Huatai Securities reports that both SMIC and Huahong Semiconductor have shown strong stock performance this year, although there are concerns about high valuations [1] - Three industry trends are accelerating, potentially expanding the long-term space for domestic foundry segments: 1. Rapid iteration and financing of domestic computing design products [1] 2. Increasing demand for self-sufficiency due to stricter overseas technology restrictions [1] 3. Accelerated deployment of equipment like lithography machines, which may lead to long-term capacity release [1] - Related companies in the industry include SMIC and Huahong Semiconductor [1]

Market Performance - The Hong Kong stock market experienced a pullback after three consecutive days of gains, with the Hang Seng Index closing down by 0.54% and the Hang Seng Tech Index down by 0.9% [1] Individual Stock Movements - In the electric vehicle sector, notable declines were observed with BYD down by 3.95%, Li Auto down by 2.35%, and Geely down by 1.87% [1] - Major technology stocks also saw declines, including Xiaomi down by 1.43%, JD.com down by 1.82%, and NetEase down by 1.58% [1] Noteworthy Performers - On the positive side, Hua Hong Semiconductor increased by 2.10%, SMIC rose by 1.39%, and China National Nuclear Corporation surged by 21.30% [1] - Alibaba and SMIC reached new highs despite the overall market downturn [1]