2025年8月31日，国内特色工艺晶圆代工龙头华虹半导体有限公司（股票代码：688347.SH/01347.HK） 正式发布《发行股份及支付现金购买资产并募集配套资金暨关联交易预案》，宣布拟通过发行股份及支 付现金相结合的方式，收购控股股东华虹集团等4名交易对方持有的上海华力微电子有限公司（简称"华 力微"）97.4988%股权，并计划向不超过35名特定对象发行股票募集配套资金。 交易完成后，华虹半导体现有0.35μm-40nm工艺与华力微55-28nm产线形成完美衔接，使公司在成熟制 程领域的工艺覆盖更加完整。产能方面，华虹五厂3.8万片/月的12英寸产能注入，将有效缓解华虹当前 108.3%的产能利用率压力，规模效应有望进一步优化单位生产成本。根据华虹集团此前承诺，整合后 65/55nm非易失性存储器业务将由华虹半导体承接，逻辑与射频业务则保留在华力微平台，这种专业化 分工将提升资源配置效率。 作为全球领先的特色工艺晶圆代工企业，华虹半导体2024年实现营收143.88亿元，在中国大陆纯晶圆代 工企业中排名第二，其工艺覆盖0.35微米至40纳米节点，产品广泛应用于新能源汽车、工业控制、物联 网等战略领域。 ...

早 报 精 选 宏 观 新 闻 1、 国务院总理李强8月29日主持召开国务院常务会议，研究在全国部分地区实施要素市场化配置综合改革试点工作。会议指出，要 持续用力推进改革，发挥市场在资源配置中的决定性作用，促进要素价格市场决定、流动自主有序、配置高效公平。 2、国务院总理李强8月29日主持召开国务院常务会议，审议通过《医疗卫生强基工程实施方案》。会议指出，要推动医疗、医保、 医药政策协同发力，加大对基层医疗卫生机构的投入倾斜力度，完善医保支付等政策，扩大用药种类，提升基层看病就医保障能力。 3、当地时间8月27日—29日，商务部国际贸易谈判代表兼副部长李成钢访问美国，与美国财政部、商务部和贸易代表办公室相关官 员举行会谈。李成钢强调，中美双方应秉持相互尊重、和平共处、合作共赢原则，继续发挥好中美经贸磋商机制作用，通过平等对话 协商管控分歧、拓展合作，共同推动中美经贸关系健康、稳定、可持续发展。 4、近日证监会党委书记、主席吴清召开"十五五"资本市场规划专家学者座谈会。吴清强调，证监会将深入贯彻党中央、国务院决策 部署，高质量谋划好资本市场贯彻实施"十五五"规划相关工作。持续巩固资本市场回稳向好势头，以深化投融 ...

每经记者｜杨建 每经编辑｜彭水萍 ｜2025年9月1日 星期一｜ NO.1 国家统计局：向好基础继续巩固 8月中国制造业采购经理指数为49.4% 8月31日，国家统计局数据显示，8月份中国制造业采购经理指数为49.4%，较上月上升0.1个百分点。制 造业市场需求有所改善，环比小幅回升。大型企业延续稳定扩张态势。8月份大型企业采购经理指数为 50.8%，较上月上升0.5个百分点，大型企业供需两端较快扩张，较好稳住制造业基本盘。8月份，综合 PMI产出指数为50.5%，比上月上升0.3个百分点，继续位于扩张区间，表明我国企业生产经营活动总体 扩张有所加快。 NO.2 中央汇金大举加仓股票ETF，持仓市值达1.28万亿元 今年上半年，中央汇金首次明确其类"平准基金"定位，大举增持ETF，极大地提振了市场信心。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%。上半年中央汇金投资基本"按兵不动"，但中央汇金资产大举加仓股 票ETF ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688347 证券简称：华虹公司 公告编号：2025-024 港股代码：01347 港股简称：华虹半导体 华虹半导体有限公司 董事会决议公告 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。 一、董事会召开情况 华虹半导体有限公司（以下简称"公司"或"上市公司"）董事会于2025年8月29日作出董事会决议。本次 会议由董事长唐均君先生主持，会议的召集、表决程序符合《香港联合交易所有限公司证券上市规则》 《上海证券交易所科创板股票上市规则》和《华虹半导体有限公司之组织章程细则》的规定。 二、董事会会议审议情况 （一）同意《关于公司发行股份及支付现金购买资产并募集配套资金暨关联交易符合相关法律法规的议 案》 根据《中华人民共和国证券法》《上市公司重大资产重组管理办法》（以下简称"《重组管理办 法》"）、《上市公司证券发行注册管理办法》《上市公司监管指引第9号一一上市公司筹划和实施重大 资产重组的监管要求》《上海证券交易所上市公司重大资产重组审核规则》《上海证券交易所上市 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：688347 股票简称：华虹公司 上市地点：上海证券交易所 股票代码：1347 股票简称：华虹半导体 上市地点：香港联合交易所 华虹半导体有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案（摘要） 本预案及其摘要所述事项并不代表中国证监会、上海证券交易所对本公司股票的投资价值或者投资者收 益作出实质判断或者保证，也不表明中国证监会和上海证券交易所对重组预案的真实性、准确性、完整 性作出保证。本预案及其摘要所述本次重组相关事项的生效和完成尚需有关审批机关的批准或注册。审 批机关对于本次交易相关事项所做的任何决定或意见，均不表明其对本公司股票的价值或投资者的收益 做出实质性判断或保证。 请全体股东及其他公众投资者认真阅读有关本次交易的全部信息披露文件，做出谨慎的投资决策。本公 司将根据本次交易进展情况，及时披露相关信息，提请股东及其他投资者注意。 本次交易完成后，本公司经营与收益的变化，由本公司自行负责；因本次交易引致的投资风险，由投资 者自行负责。 投资者在评价本次交易时，除本预案及其摘要内容以及同时披露的相关文件外，还应认真考虑本预案及 ...

Mergers and Acquisitions - Huahong Company plans to acquire 97.5% equity of Huali Microelectronics through a combination of issuing shares and cash payment, raising supporting funds [1] - Olin Bio intends to acquire 15% equity of Xinnuo Ming Bio from minority shareholders via public transfer at a price not exceeding 45 million yuan [2] - Dongxin Co. plans to invest approximately 211 million yuan in Shanghai Lishuan, holding about 35.87% equity post-investment [3] Shareholding Changes - Gao Neng Environment's controlling shareholder plans to reduce holdings by up to 3%, equating to a maximum cash-out of 320 million yuan [4][5] - Hu Dian Co.'s senior management intends to reduce holdings by up to 16,040 shares, representing about 0.0083% of total equity [6] - Maike Audi's shareholders have collectively reduced their holdings by 2.17%, with specific reductions of 5.41 million shares and 5.86 million shares [7] Risk Matters - *ST Tianmao plans to voluntarily withdraw its A-share listing and will initiate a protection mechanism for dissenting shareholders [8] - China Rare Earth confirms no undisclosed matters that could affect stock trading prices amid unusual trading fluctuations [9] Lock-up Release - Suda Co. announces that approximately 27.94 million shares will be released from lock-up on September 3, 2025, accounting for 36.76% of total equity [10]

Group 1 - Huahong Company and Tailin Micro plan to acquire chip assets and will resume trading on September 1, 2025 [1][2][23] - Tailin Micro intends to purchase 100% equity of Panqi Micro from 26 parties through a combination of issuing shares and cash, enhancing its position in the low-power wireless IoT chip design sector [1][2] - Huahong Company aims to acquire 97.4988% equity of Huali Microelectronics from four parties, also through issuing shares and cash, to strengthen its 12-inch wafer foundry capacity [1][2] Group 2 - Huayin Power reported a net profit increase of 4,146.80% year-on-year for the first half of 2025, with revenue of approximately 4.12 billion yuan [3] - Other companies like Asia-Pacific Pharmaceutical and Jianfeng Group also reported significant profit increases, with Asia-Pacific's net profit up 1,820.97% [3][4] Group 3 - Dongxin Co. plans to invest 211 million yuan in Shanghai Lisan, acquiring approximately 35.87% equity, focusing on GPU chip development [5][6] - The investment aims to enhance the company's strategic layout in integrated storage and computing [6] Group 4 - China Rare Earth reported a revenue increase of 62.38% year-on-year for the first half of 2025, with a net profit turnaround from a loss to approximately 161.71 million yuan [7] - Other companies like China Great Wall and Haili Co. also reported positive financial results, with Great Wall achieving a net profit of approximately 138.25 million yuan [7][8] Group 5 - Guizhou Moutai's controlling shareholder plans to increase its stake in the company by investing between 3 billion to 3.3 billion yuan through market transactions from September 1, 2025, to February 28, 2026 [20]

Core Viewpoint - The company plans to acquire a 97.4988% stake in Shanghai Huali Microelectronics Co., Ltd. through a combination of issuing shares and cash payments to four transaction parties, including Huahong Group [1] Group 1 - The company will issue shares to no more than 35 qualified specific objects to raise matching funds for the acquisition [1] - The company's stock is set to resume trading on September 1, 2025 [1]

Core Viewpoint - Huahong Company plans to acquire 97.4988% equity of Huahong Microelectronics through a combination of share issuance and cash payment, while also raising matching funds from specific investors [2][6]. Group 1: Transaction Details - The transaction involves purchasing shares from four shareholders, including Huahong Group and various investment funds [6]. - The issuance price is set at 43.34 yuan per share, which is 80% of the average trading price over the last 120 trading days [6]. - The total amount of matching funds raised will not exceed 100% of the transaction price for the asset purchase, with the number of shares issued capped at 30% of the total share capital post-transaction [6]. Group 2: Financial Implications - The funds raised will be used for working capital, debt repayment, cash payment for the acquisition, and project construction, with a maximum of 25% of the transaction price allocated for working capital and debt repayment [6]. - Following the transaction, Huahong Micro will become a subsidiary of Huahong Company, which is expected to enhance the company's total assets, net assets, revenue, and net profit [9]. Group 3: Company Performance - In the first half of 2025, Huahong Company reported revenue of 8.018 billion yuan, a year-on-year increase of 19.09%, but net profit decreased by 71.95% to 74.3154 million yuan [9]. - Huahong Company specializes in customized semiconductor wafer foundry services across various technology nodes and is a leading player in the specialty process wafer foundry industry [9]. Group 4: Strategic Benefits - The acquisition is expected to enhance Huahong Company's 12-inch wafer foundry capacity and create synergies in technology and operational efficiency [10]. - The integration of resources and core technologies is anticipated to accelerate innovation and improve competitive advantages in logic and specialty processes [10].

Group 1: Economic and Trade Developments - The Chinese Ministry of Commerce's representative, Li Chenggang, held discussions with U.S. officials to enhance Sino-U.S. trade relations, emphasizing mutual respect and cooperation [1] - The Purchasing Managers' Index (PMI) for August was reported at 49.4%, showing a slight increase of 0.1 percentage points from the previous month, indicating a continued expansion in economic activity [3] Group 2: Corporate Earnings and Investments - Alibaba's Q1 FY2026 earnings report showed a 10% year-on-year revenue growth and a 76% increase in net profit, with significant investments in AI and cloud infrastructure totaling 380 billion yuan over three years [4] - Guizhou Moutai announced plans for a stock buyback worth between 3 billion to 3.3 billion yuan, reflecting confidence in the company's long-term value [8] Group 3: Market Analysis and Predictions - Major securities firms provided insights for September, highlighting potential investment opportunities in resource sectors, innovative pharmaceuticals, consumer electronics, and military industries [9][10] - The overall market trend is expected to remain upward, supported by active trading and positive policy expectations, despite potential short-term volatility [17][18]