| | | | 09:31 90.51 | | --- | --- | --- | --- | | | | | 09:31 90.61 | | | | | 09:31 90.91 | | | | 09:31 90.91 | | | | | | 09:31 90.9 | | 64.82 | | -17.43% | 09:31 91.0 | | 09:30 | 11:30 15:00 | | 09:31 91.3 | | 分时量▼ | 2 量:30039 现手:1071 额?2.72亿 | | 09:31 91.6! | | | | | 09:31 91.6! | | | | | 09:31 91.7 | | | | | 09:31 92.01 | 停牌约10个交易日后，千亿芯片巨头华虹公司（688347.SH）披露了重组预案，并于今日复牌，开盘大涨超17%。 截至发稿前，该公司A股股价涨幅为17.2%，报92元/股，市值1591.1亿元。 华虹公司上市时，华虹集团曾向市场公开承诺"自发行人首次公开发行人民币普通股股票并于科创板上市之日起三年内，按照国家战略部署安排，在履行政 府主管部门审批程序后，华虹集团将华力 ...

公告称，上市公司与标的公司在工艺技术平台、客户资源、供应链管理、技术及产能等方面具有协同效 应，本次交易将提升上市公司资产质量、增厚上市公司利润，有利于维护上市公司中小股东利益。 公告显示，华力微与上市公司均拥有65/55nm、40nm制程代工工艺，通过本次交易，上市公司将进一步 提升公司12英寸晶圆代工产能，双方的优势工艺平台可实现深度互补，共同构建覆盖更广泛应用场景、 更齐全技术规格的晶圆代工及配套服务，能够为客户提供更多样的技术解决方案，丰富产品体系。同 时，通过研发资源整合与核心技术共享，双方有望在工艺优化、良率提升、器件结构创新等方面产生协 同效应，加速技术创新迭代，共同提升在逻辑工艺、特色工艺领域的技术壁垒与核心竞争力。另外，上 市公司将通过整合管控实现一体化管理，在内部管理、工艺平台、定制设计、供应链等方面实现深层次 的整合，通过降本增效实现规模效应，提升公司的市场占有率与盈利能力。 截至发稿，华虹公司涨超18%，成交额10.91亿元。 9月1日，华虹公司大幅高开，一度大涨超18%，截至发稿，该股涨幅收窄，成交额31.60亿元，换手率 8.89%。 | K 华虹公司 688347 R | | | ...

Core Viewpoint - The A-share market is experiencing a strong upward trend, with key indices showing positive movements, particularly in sectors like chips, solid-state batteries, and digital currencies, while other sectors like military and finance are underperforming [1][2]. Group 1: Market Performance - As of September 1, the Shanghai Composite Index rose by 0.24%, the Shenzhen Component Index increased by 0.57%, and the ChiNext Index gained 1.23% [1]. - Chip stocks continued to perform strongly, with companies like Tailin Micro and Liyang Chip hitting the daily limit, and others like Huahong Semiconductor and Allwinner Technology rising over 10% [2]. Group 2: Institutional Insights - According to招商证券, the market is likely to maintain a trend of oscillating upward, driven by the accumulation of profit effects and continuous inflow of incremental funds [3]. - 中信证券 suggests focusing on four key areas for investment in September: resources, innovative pharmaceuticals, consumer electronics, and military sectors, highlighting the potential for precious metals and copper due to a possible Fed rate cut [4]. - 东方证券 indicates that the market structure is showing significant differentiation, with technology stocks leading the market, and anticipates a continued oscillating upward trend for major indices, although the upward space may be limited [5].

华虹AH股齐涨。A股市场华虹公司涨超近16%报91元，港股市场华虹半导体涨超6%报57.2港元。消息 面上，华虹公司(688347.SH)周日发布公告称，公司拟以发行股份及支付现金的方式向上海华虹（集 团）有限公司、上海集成电路产业投资基金股份有限公司、国家集成电路产业投资基金二期股份有限公 司、上海国投先导集成电路私募投资基金合伙企业（有限合伙）等4名上海华力微电子有限公司股东购 买其持有的华力微97.4988%股权并募集配套资金。 ...

Group 1 - The semiconductor sector experienced a significant rise at the beginning of trading, with companies such as Allwinner Technology and Hua Hong Semiconductor reaching new highs during the session [1] - Li Yang Chip and Demingli stocks hit the daily limit up, while Yutai Microelectronics saw an increase of over 10% [1] - Other companies including SourceJ Technology, Guoxin Technology, Jinghe Integration, Huafeng Measurement and Control, and Aojie Technology also saw gains [1] Group 2 - Related ETFs showed positive performance, with the leading chip ETF (159801) rising by 2.31% and a trading volume of 40.8161 million yuan [1] - The Southern Semiconductor ETF (159325) increased by 2.59%, with a trading volume of 4.9692 million yuan [1]

Group 1 - The Ministry of Commerce of China held discussions with U.S. officials regarding the implementation of agreements from the recent talks between the two countries' leaders [1] - The U.S. Department of Commerce removed several Chinese semiconductor companies from the "validated end-user" list, prompting a response from the Chinese Ministry of Commerce to protect the rights of its enterprises [2] - The China Securities Regulatory Commission (CSRC) plans to deepen reforms in the capital market to enhance its attractiveness and promote long-term investment strategies [3] Group 2 - In August, the manufacturing Purchasing Managers' Index (PMI) was reported at 49.4%, a slight increase of 0.1 percentage points from the previous month, while the non-manufacturing business activity index was at 50.3%, indicating continued expansion [4] - As of June, the "national team" of central financial institutions held stock ETFs valued at 1.28 trillion yuan, an increase of nearly 23% from the end of the previous year [5] - The Ministry of Industry and Information Technology issued a plan for the steel industry, targeting an average annual growth rate of 4% from 2025 to 2026 [7] Group 3 - Semiconductor companies such as SMIC and Huahong Group are planning significant equity purchases and capital raises, indicating ongoing consolidation in the sector [9][10] - Several companies reported substantial increases in net profits for the first half of the year, including BYD with a net profit of 15.51 billion yuan, up 13.79%, and TCL Technology with a net profit of 1.883 billion yuan, up 89.26% [13] - Conversely, companies like Magpowr and China Shenhua reported declines in net profits, with Magpowr down 44.82% [14] Group 4 - Alibaba reported a revenue of 247.65 billion yuan for the first quarter of fiscal year 2026, a 2% year-on-year increase, and plans to invest heavily in AI and daily service consumption sectors [23]

Core Viewpoint - Huahong Company announced a restructuring plan to acquire 97.4988% equity of Huali Micro through a combination of share issuance and cash payment, aiming to enhance its 12-inch wafer foundry capacity and eliminate industry competition [1][5][7]. Group 1: Company Actions - The company plans to issue shares to no more than 35 specific investors to raise supporting funds for the acquisition [1][5]. - The stock will resume trading on September 1, following a suspension since August 18 due to the transaction planning [1][3]. - The issuance price is set at 43.34 yuan per share, approximately 44.79% lower than the pre-suspension price of 78.5 yuan [5]. Group 2: Financial Performance - For the first half of 2025, Huahong Company reported a revenue of 8.018 billion yuan, a year-on-year increase of 19.09%, but a net profit of 74.3154 million yuan, down 71.95% year-on-year [7]. - The funds raised will be used for working capital, debt repayment, cash payment for the acquisition, and project construction of the target company [5]. Group 3: Industry Context - The semiconductor industry has seen 139 merger and acquisition events this year, a 24-event increase compared to the same period in 2024, with a focus on equipment, materials, and design sectors [9]. - Recent M&A activities in the semiconductor sector highlight a trend driven by policy incentives and technological integration needs, with a notable demand for advanced process equipment [10].

Group 1 - Central Huijin Investment and its subsidiaries hold a total of 1.28 trillion yuan in stock ETFs as of June 30, 2025, representing an increase of nearly 23% compared to the end of last year [2][4] - The number of stock ETFs held by Central Huijin has increased to 1.58 times that of the end of last year, with multiple broad-based ETFs receiving over 1 billion shares in additional purchases [2][4] Group 2 - In the first half of 2025, the total operating revenue of listed companies in the market reached 35.01 trillion yuan, a year-on-year increase of 0.16% [4] - The net profit for the first half of the year was 3.00 trillion yuan, reflecting a year-on-year growth of 2.54%, with an increase of 4.76 percentage points compared to the previous year's overall growth rate [4] Group 3 - BYD reported a net profit of 15.51 billion yuan for the first half of the year, marking a year-on-year increase of 13.79% [9] - Huawei announced a revenue of 427 billion yuan for the first half of the year, a year-on-year growth of 3.94%, while net profit decreased by 32% to 37.1 billion yuan [10] - Tianshan Lithium Industry reported a net profit of 84.41 million yuan for the first half of the year, achieving a turnaround from losses [10]

随着公募基金2025年半年报披露完毕，中央汇金持仓的ETF明细全部出炉。 Wind统计显示，截至6月末，中央汇金投资有限责任公司及其子公司中央汇金资产管理有限责任公司等"国家队"合计持有股票ETF市值1.28万亿元，较 去年底增加近23%。 重要消息 中央汇金资产大举加仓股票ETF，6月末持有的股票ETF数量是去年底的1.58倍，多只宽基ETF获得10亿份级别以上的增持。 重要的消息有哪些 1 ． 8月30日，商务部新闻发言人就美国撤销三星等三家在华半导体企业"经验证最终用户"授权答记者问。商务部新闻发言人表示，美方此举系出于一己之 私，将出口管制工具化，将对全球半导体产业链供应链稳定产生重要不利影响，中方对此表示反对。 2 ． 随着公募基金2025年半年报披露完毕，中央汇金持仓的ETF明细全部出炉。Wind统计显示，截至6月末，中央汇金投资有限责任公司及其子公司中央汇 金资产管理有限责任公司等"国家队"合计持有股票ETF市值1.28万亿元，较去年底增加近23%。 3．中上协消息，2025年上半年，全市场上市公司实现营业收入35.01万亿元，同比增长0.16%。第二季度营收18.11万亿元，同比增长0.43% ...

8月31日，芯片龙头华虹公司披露重组预案，公司拟通过发行股份及支付现金方式向华虹集团 等4名交易对方购买其合计持有的华力微97.4988%股权，并拟向不超过35名符合条件的特定对 象发行股票募集配套资金。 公司股票将于9月1日开市起复牌。此前，因筹划本次交易，公司股票自8月18日起停牌。 记者丨刘雪莹 编辑丨曾静娇 | 证券代码 | 证券简称 | 停复牌类型 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | | 688347 | 华虹公司 | A 股 复牌 | | 2025/8/29 | 2025/9/1 | 21财经·南财快讯记者注意到，截至8月15日，华虹公司股价当日创下新高78.5元/股， 今年以 来涨幅达到68.93% ，最新市值约为1358亿元。 重组预案透露，经交易各方友好协商，本次发行价格为 43.34元/股 ，不低于定价基准日前120 个交易日公司股票交易均价的80%。按华虹公司停牌前78.5元/股计算， 此次发行价较停牌前 价格折价约44.79%。 公告显示，本次募集配套资金拟用于补充流动资金及偿还债务、支付 ...