每周股票复盘：韦尔股份（603501）召开股东大会并推进H股发行计划

Core Viewpoint - The company, Weir Semiconductor Co., Ltd. (韦尔股份), has experienced a decline in stock price and is undergoing significant corporate governance changes, including the election of a new board and management team, while also planning to issue H-shares for further capital raising [1][2][4][5]. Group 1: Stock Performance - As of June 13, 2025, Weir Semiconductor's stock closed at 124.51 yuan, down 5.96% from the previous week [1]. - The company's market capitalization is currently 151.52 billion yuan, ranking 5th in the semiconductor sector and 79th among all A-shares [1]. Group 2: Corporate Governance - The first meeting of the seventh board of directors was held on June 10, 2025, where new leadership was elected, including Mr. Yu Renrong as chairman and several other key executives [2][5]. - The 2024 annual general meeting also took place on June 10, 2025, approving multiple important resolutions, including the annual reports and financial statements [3]. Group 3: Future Plans - A second extraordinary general meeting is scheduled for June 18, 2025, to discuss the issuance of H-shares and related fundraising plans [4]. - The company has decided to repurchase shares for cancellation, reducing the total number of shares by 11,213,200 [6][13]. Group 4: Shareholder Changes - The controlling shareholder, Mr. Yu Renrong, has partially released the pledge on his shares, with remaining pledged shares accounting for 52.09% of his holdings [7][9]. - The total pledged shares by the controlling shareholder and related parties amount to 230,604,400, representing 56.44% of their total holdings and 18.95% of the company's total equity [9]. Group 5: Financial Performance - In 2024, Weir Semiconductor achieved a revenue of 25.73 billion yuan, reflecting a year-on-year growth of 22.43%, with semiconductor design and sales revenue at 21.64 billion yuan, up 20.62% [10]. - The company invested 3.25 billion yuan in R&D, constituting 12.61% of its revenue, and held 4,865 authorized patents by the end of 2024 [10].