| A | 股代码：688347 | A 股简称：华虹公司 | 公告编号：2025-033 | | --- | --- | --- | --- | | 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 2025 年前三季度计提资产减值准备的公告 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。 华虹半导体有限公司（以下简称"公司"）董事会于 2025 年 11 月 6 日审议 通过了 2025 年前三季度计提资产减值准备相关事宜，具体情况如下： 一、计提资产减值准备情况概述 | 序号 | 项目 | 计提金额 | 2025年前三季度减少金额 | | | 备注 | | --- | --- | --- | --- | --- | --- | --- | | | | | 转回 转销 | | | | | 1 | 信用减值损失 | 510.52 | | - | - | 应收票据坏账、 应收账款坏账损 失 | | 2 | 资产减值损失 | 86,394.88 | | - | 81,055.34 | 存货 ...

Market Overview - A-shares rebounded on November 6, with the Shanghai Composite Index returning above 4000 points, and the ChiNext Index rising nearly 2% [1] - The total trading volume of the A-share market exceeded 2 trillion yuan, with the Hong Kong market also seeing gains, as the Hang Seng Index rose over 2% [1] Sector Performance - Nearly 2900 stocks in the market were in the green, with the storage chip concept regaining strength, highlighted by stocks like Demingli hitting the daily limit [2] - The phosphorus concept stocks surged, with companies like Qingshuiyuan and Chengxing Co. reaching their daily limit [8] - The semiconductor sector saw significant gains, with stocks like Changguang Huaxin and Hanwha Microelectronics experiencing notable increases [4] Storage Chip Market Dynamics - The global storage chip market is facing unprecedented structural supply-demand imbalances due to surging demand from data centers for DRAM, leading to supply shortages [5][6] - Samsung Electronics has suspended DDR5 contract pricing, prompting other manufacturers like SK Hynix and Micron to follow suit, resulting in a 25% increase in DDR5 spot prices within a week [5][6] - Analysts predict that DDR5 spot prices may rise by 30% to 50% in the upcoming quarter due to these supply constraints [6] Phosphorus Industry Insights - The phosphorus chemical industry is expected to maintain its favorable outlook, driven by the non-renewable nature of phosphorus ore and increasing environmental regulations [10] - The recent price increase in yellow phosphorus is attributed to reduced production and recovering demand for electrolyte raw materials, with the yellow phosphorus spot price reaching 22,200 yuan per ton [9][10] AI Industry Chain Activity - The AI industry chain, particularly CPO concepts, saw renewed activity, with stocks like Yuanjie Technology and Dongtianwei achieving significant gains [11] - The demand for AI data centers is projected to grow rapidly, with strong performance expected in related sectors such as advanced storage and logic expansion [12]

智通财经APP讯，华虹公司(688347.SH)披露2025年第三季度报告，公司前三季度实现营收125.83亿元， 同比增长19.82%;归属于上市公司股东的净利润2.51亿元，同比下降56.52%;扣非净利润2.19亿元，同比 下降52.84%;基本每股收益0.15元。 ...

Financial Performance - The company achieved a record sales revenue of $635.2 million in Q3 2025, meeting guidance expectations, with a gross margin of 13.5%[4] - Year-to-date revenue increased by 21.1% to approximately ¥4.57 billion, while total profit decreased by 94.38% to ¥13.35 million in the same period[6] - The net profit attributable to shareholders decreased by 43.47% to ¥176.95 million in Q3 2025, with a year-to-date decline of 56.52%[6] - The company expects Q4 2025 sales revenue to be between $650 million and $660 million, with a gross margin forecast of 12% to 14%[5] - Total operating revenue for the first three quarters of 2025 reached ¥12,583,393,068.62, an increase of 19.8% compared to ¥10,502,282,877.64 in the same period of 2024[23] - The net profit for the first three quarters of 2025 was a loss of ¥680,770,213.32, compared to a loss of ¥327,805,225.06 in the same period of 2024[24] Research and Development - R&D investment totaled ¥495.19 million in Q3 2025, representing 10.85% of revenue, an increase of 35.46% year-on-year[6] - Research and development expenses increased to ¥1,422,577,588.91 in 2025, up from ¥1,127,442,950.46 in 2024, marking a rise of 26.1%[23] - The company is focusing on expanding its market presence and enhancing its product offerings through ongoing research and development initiatives[23] Cash Flow and Liquidity - Cash flow from operating activities for the year-to-date increased by 129.58% to approximately ¥2.97 billion, reflecting strong sales growth[6] - In the first three quarters of 2025, the cash inflow from operating activities reached ¥14.44 billion, an increase of 14.0% compared to ¥12.57 billion in the same period of 2024[27] - The net cash flow from operating activities was ¥2.97 billion, significantly up from ¥1.30 billion in the first three quarters of 2024, marking an increase of 129.0%[27] - The total cash and cash equivalents at the end of the period were ¥27.75 billion, down from ¥40.41 billion at the end of the same period in 2024, reflecting a decrease of 31.4%[28] Shareholder Information - Total number of common shareholders at the end of the reporting period is 49,015[16] - The largest shareholder, HKSCC NOMINEES LIMITED, holds 817,719,582 shares, representing 47.12% of total shares[16] - Shanghai Hua Hong International, Inc. is the second-largest shareholder with 347,605,650 shares, accounting for 20.03%[16] Assets and Liabilities - Total assets at the end of the reporting period were approximately ¥87.50 billion, a slight decrease of 0.49% from the previous year[6] - The total assets as of the latest reporting period amounted to ¥87,502,641,080.10, slightly down from ¥87,935,231,475.57[21] - Total liabilities decreased to ¥24,812,591,284.82 from ¥25,214,682,518.85, indicating a reduction of 1.6%[21] - The equity attributable to shareholders of the parent company increased to ¥44,503,871,584.45 from ¥43,602,332,245.07, reflecting a growth of 2.1%[21] Operational Insights - The company is actively pursuing acquisitions to enhance production capacity and diversify its process platform, aiming for synergy with the Wuxi 12-inch production line[4] - The company is focusing on technological breakthroughs and ecosystem development to enhance its core competitiveness amid global industry changes[4] - There are no other significant reminders regarding the company's operational performance during the reporting period[18]

格隆汇11月6日｜华虹公司(688347.SH)发布2025年第三季度报告，第三季度实现营业收入45.66亿元，同 比增长21.10%；归属于上市公司股东的净利润为1.77亿元，同比下降43.47%。前三季度累计实现营业收 入125.83亿元，同比增长19.82%；归属于上市公司股东的净利润为2.51亿元，同比下降56.52%。 ...

Core Insights - Hua Hong Semiconductor reported record sales revenue of $635 million in Q3 2025, representing a year-on-year increase of 20.7% and a quarter-on-quarter increase of 12.2% [1] - The gross margin was 13.5%, which is an increase of 1.3 percentage points year-on-year and an increase of 2.6 percentage points quarter-on-quarter [1] - The net profit attributable to the parent company was $25.7 million, showing a year-on-year decline of 42.6% but a quarter-on-quarter increase of 223.5% [1]

Core Viewpoint - Hua Hong Semiconductor reported record sales revenue of $635 million in Q3 2025, representing a year-on-year increase of 20.7% and a quarter-on-quarter increase of 12.2% [1] Financial Performance - Gross margin for the quarter was 13.5%, up 1.3 percentage points year-on-year and up 2.6 percentage points quarter-on-quarter [1] - Profit attributable to the parent company was $25.7 million, a year-on-year decrease of 42.6% but a quarter-on-quarter increase of 223.5% [1] Future Outlook - For Q4 2025, the company expects sales revenue to be between $650 million and $660 million, with a projected gross margin of approximately 12% to 14% [1]

3Q 2025 Financial Performance - Revenue reached a record high of $635.2 million, a 20.7% increase compared to 3Q 2024 and a 12.2% increase compared to 2Q 2025[2] - Gross margin was 13.5%, up 1.3 percentage points from 3Q 2024 and 2.6 percentage points from 2Q 2025[2] - Net profit attributable to shareholders of the parent company was $25.7 million, a 42.6% decrease compared to 3Q 2024 but a 223.5% increase compared to 2Q 2025[2] - Net loss for the period was $7.2 million, compared to a profit of $22.9 million in 3Q 2024 and a loss of $32.8 million in 2Q 2025[3] Revenue Breakdown - Revenue from 12'' wafers increased by 43.0% year-over-year, reaching $376.4 million and accounting for 59.3% of total revenue[10] - Revenue from China increased by 20.3% year-over-year, reaching $522.6 million and accounting for 82.3% of total revenue[15] - Standalone NVM revenue increased significantly by 106.6% year-over-year, reaching $60.6 million and accounting for 9.5% of total revenue[18] - Revenue from ≤65nm technology nodes increased by 47.7% year-over-year, reaching $172.2 million and accounting for 27.1% of total revenue[21] - Consumer Electronics end market contributed $407.5 million, representing 64.1% of the total revenue, a 23.2% increase YoY[24] Capacity and Utilization - Monthly capacity reached 468K (8" equivalent wafers) in 3Q 2025[8] - Overall capacity utilization was 109.5% in 3Q 2025[8] 4Q 2025 Guidance - The company expects revenue to be approximately $650 million to $660 million[25] - The company expects gross margin to be in the range of 12% to 14%[25]

Core Viewpoint - Hua Hong Semiconductor achieved a record high sales revenue of $635.2 million in the third quarter, representing a year-on-year increase of 20.7% and a quarter-on-quarter increase of 12.2%, surpassing the estimate of $632.4 million [1] Financial Performance - The company's net profit attributable to shareholders for the third quarter was $25.7 million, a decline of 42.6% year-on-year, but an increase of 223.5% quarter-on-quarter [1] - The expected sales revenue for the fourth quarter is projected to be between $650 million and $660 million, with an anticipated gross margin of approximately 12% to 14% [1]

华虹公司公告称，董事会审议通过2025年前三季度计提资产减值准备事宜。公司本次计提信用减值损失 510.52万元，计提资产减值损失86394.88万元，转销资产减值损失81055.34万元。计提及转销各项资产 减值准备合计将减少2025年前三季度利润总额5850.06万元。本次计提遵照相关规定，真实反映财务状 况，不涉及会计方法变更，不损害公司和股东利益，不影响正常经营。 ...