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]

21世纪经济报道新质生产力研究院综合报道 百度Apollo与神州租车将联合推出自动驾驶汽车租赁服务。据Apollo智能驾驶公众号消息，5月8日，百 度Apollo与神州租车在北京举行战略签约仪式，并宣布正式达成深度合作。双方将联合推出全球首个自 动驾驶汽车租赁服务。 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 鸿蒙操作系统首次在电脑端亮相。5月8日，华为在深圳举办鸿蒙电脑技术与生态沟通会，"鸿蒙电脑"正 式亮相。华为内部其实一直在研发PC端的鸿蒙操作系统，微软Windows操作系统的许可授权到期后， 将无法继续使用Windows。过去五年中，鸿蒙电脑布局了2700多项核心专利，汇聚一万多名顶尖工程 师，并联合20多家研究所一同攻关。未来华为笔记本等PC产品都将采用鸿蒙操作系统。从鸿蒙手机、 鸿蒙平板到鸿蒙电脑，今年华为终端全面接入鸿蒙操作系统。 OpenAI人事大调整。北京时间5月8日，OpenAI宣布重大人事调整，OpenAI首席执行官山姆·奥特曼宣 布，Instacart首席执行官兼董事长菲吉·西莫（Fidji Simo）将 ...

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 （ ...

SHANGHAI I9F, ONE LUJIAZUI 68 Yin Chena Road Middle hanahai 200120 DD China +86 71 3135 8666 上海 SHANGHAI 北京 BEIJING 深圳 SHENZHEN 香港 HONG KONG 伦敦 LONDON 上海市通力律师事务所关于华虹半导体有限公司 2025 年股东周年大会的法律意见书 致:华虹半导体有限公司 上海市通力律师事务所(以下简称"本所")接受华虹半导体有限公司(以下简称 "公司"）的委托,指派本所郭璋师、王旭峰律师(以下简称"本所律师")根据《中 华人民共和国证券法》《上市公司股东会规则》(以下合称"有关法律法规")及《华 虹半导体有限公司之组织章程细则》(以下简称"公司章程")的规定就公司 2025 年 股东周年大会(以下简称"本次股东大会"）相关事宜出具法律意见。 本所律师已经对公司提供的与本次股东大会有关的法律文件及其他文件、资料予以 了核查、验证。在进行核查验证过程中,公司已向本所保证,公司提供予本所之文件中 的所有签署、盖章及印章都是真实的,所有作为正本提交给本所的文件都是真实、准确、 完整和 ...

HUA HONG SEMICONDUCTOR LIMITED 华虹半导体有限公司 （于香港注册成立之有限公司） 之 组织章程细则 于二零零五年一月二十一日注册成立 （经于二零一四年九月二十日通过之特别决议案采纳、经于二零二二年六月二十七日通 过之特別决议案修订，自公司股票于上海证券交易所科创板上市之日起生效及于二零二 五年五月八日通过之特別决议案修订） 1 1 公司条例 「联系人」指就任何董事而言，具有上市规则所赋予之涵义； （第 622 章） 公众股份有限公司 HUA HONG SEMICONDUCTOR LIMITED 华虹半导体有限公司 之 组织章程细则 （经于二零一四年九月二十日通过之特别决议案采纳、经于二零二二年六月二十七日通 过之特別决议案修订，自公司股票于上海证券交易所科创板上市之日起生效及于二零二 五年五月八日通过之特別决议案修订） 序言 1. （a）于本章程细则中，下列词语须具有以下涵义： 「章程细则」及「本章程细则」指现有形式的本公司章程细则或当时有效的 所有增补、修订或取代的章程细则； 「联系公司」指具有公司条例第二条所赋予之涵义； 「核数师」指本公司当时核数师； 「营业日」指香港认可证 ...

華 虹 半 導 體 有 限 公 司 (Incorporated in Hong Kong with limited liability) Incorporated on the 21st day of January 2005 ARTICLES OF ASSOCIATION OF HUA HONG SEMICONDUCTOR LIMITED (As adopted by Special Resolution passed on 20 September 2014, and amended by (i) Special Resolution passed on 27 June 2022 which took effect on the date when the Company's shares are listed on the STAR Market of the Shanghai Stock Exchange and (ii) Special Resolution passed on 8 May 2025) 1 THE COMPANIES ORDINANCE (CHAPTER 622) Public Co ...

Group 1 - Core viewpoint: The performance of major domestic foundries, SMIC and Hua Hong, shows contrasting trends in Q1 2025, with SMIC experiencing significant growth while Hua Hong faces a sharp decline in net profit [1][2] - SMIC reported Q1 2025 revenue of 16.301 billion, a year-on-year increase of 29.4%, and a net profit of 1.356 billion, up 166.5% [1] - SMIC's EBITDA for Q1 2025 was 9.245 billion, reflecting a growth of 46.9% year-on-year, with a capacity utilization rate of 89.6%, up from 80.8% in the same period last year [1] Group 2 - Hua Hong's Q1 2025 revenue was 3.913 billion, an increase of 18.66%, but its net profit fell to 22.763 million, a decrease of 89.73% [1] - Hua Hong's gross margin for Q1 2025 was 9.2%, significantly lower than SMIC's gross margin of 22.5% [1] - Hua Hong's president stated that the company is seeing steady revenue growth and optimizing its product structure, with capacity utilization remaining full [2]