首日市值破1370亿港元 国产半导体巨头豪威集团赴港上市

Core Viewpoint - The successful listing of OmniVision Technologies (豪威集团) on the Hong Kong Stock Exchange marks a significant milestone for Chinese semiconductor companies, reflecting a broader trend of domestic firms pursuing dual listings in both A-shares and H-shares to enhance their global presence and attract international capital [1][5][7]. Company Overview - OmniVision Technologies, founded in 1995, is a leading Fabless semiconductor design company, primarily focused on image sensors and related solutions [2][3]. - The company was acquired by Weir Group (韦尔股份) in 2019 for approximately 15 billion RMB, facilitating its transformation into a high-end semiconductor design firm [2]. - As of 2024, OmniVision is the third-largest supplier of digital image sensors globally and holds a 32.9% market share in the automotive CIS market [2][3]. Financial Performance - OmniVision's revenue increased from 20.04 billion RMB in 2022 to 25.71 billion RMB in 2024, with a significant rise in net profit from 544 million RMB in 2023 to 3.279 billion RMB in 2024 [3]. - For the first three quarters of 2025, the company reported revenue of 21.783 billion RMB, a year-on-year growth of 15.20%, and a net profit of 3.210 billion RMB, up 35.15% [3]. Market Trends - The listing of OmniVision is part of a broader trend of semiconductor companies in China accelerating their capital market activities, particularly in Hong Kong [5][6]. - The semiconductor sector has become a focal point for IPOs in Hong Kong, with several companies, including GPU leader Biren Technology, successfully listing and attracting significant investment [6][7]. - The rise of AI and smart automotive technologies is driving demand for semiconductors, prompting domestic firms to seek financing through public listings to expand capacity and accelerate technological advancements [7]. Strategic Direction - OmniVision aims to leverage its dual listing to enhance its global strategy, focusing on technological innovation and collaboration with global partners [4].