证券代码：688416 证券简称：恒烁股份 公告编号：2025-039 恒烁半导体（合肥）股份有限公司 关于 2025 年半年度募集资金存放与实际使用情况的 专项报告 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。 根据中国证券监督管理委员会《上市公司募集资金监管规则》和《上海证券 交易所科创板上市公司自律监管指引第 1 号——规范运作》《上海证券交易所科 创板股票上市规则》等有关规定，恒烁半导体（合肥）股份有限公司（以下简称 "公司"或"本公司"）编制了《2025 年半年度募集资金存放与实际使用情况的专项 报告》。具体如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证券监督管理委员会《关于同意恒烁半导体（合肥）股份有限公司首 次公开发行股票注册的批复》（证监许可〔2022〕1255 号）同意注册，公司首次 向社会公众发行人民币普通股 2,066.00 万股，每股面值为人民币 1.00 元，发行 价格为人民币 65.11 元/股，募集资金总额为人民币 1,345,172,600.00 元，扣除发 ...

证券代码：688416 证券简称：恒烁股份 公告编号：2025-040 恒烁半导体（合肥）股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 一、计提减值准备的情况概述 根据《企业会计准则》以及公司财务制度等相关规定，为客观、公允地反映 公司截至 2025 年 6 月 30 日的财务状况及 2025 年 1-6 月的经营成果，基于谨慎 性原则，对截至 2025 年 6 月 30 日合并报表范围内可能发生信用及资产减值损失 的有关资产计提信用及资产减值准备。公司本次计提信用减值损失 65,884.80 元， 计提资产减值损失 33,299,448.55 元，具体情况如下表所示： 单位：元 | 项目 | | 计提金额 | | --- | --- | --- | | 信用减值损失 | 应收账款 | 101,098.31 | | | 其他应收款 | -35,213.51 | | 资产减值损失 | 存货 | 33,299,448.55 | | 合计 | | 33,365,333 ...

证券代码：688416 证券简称：恒烁股份 公告编号：2025-041 恒烁半导体（合肥）股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 恒烁半导体（合肥）股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 日在上海证券交易所网站（www.sse.com.cn）披露了公司 2025 年半年度报告。 为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司定 于 2025 年 9 月 2 日（星期二）15:00-16:00 在"价值在线"（www.ir-online.cn）举 办恒烁股份（688416）2025 年半年度业绩说明会，与投资者进行沟通和交流， 广泛听取投资者的意见和建议。 会议召开时间：2025 年 9 月 2 日（星期二）15:00-16:00 会议召开方式：网络文字互动方式 会议召开地点：价值在线（www.ir-online.cn） 会议问题征集：投资者可于 2025 年 9 月 2 日 12：00 前访问 ...

格隆汇8月22日｜恒烁股份公告，2025年上半年营业收入1.74亿元，同比减少1.79%。归属于上市公司股 东的净亏损7078.24万元，上年同期净亏损7435.02万元。综合因素导致业绩亏损。若未来公司主要产品 的销售单价和毛利率受行业波动和市场竞争等因素影响进一步下滑，则公司业绩存在继续下滑的风险。 ...

Group 1 - Hengshuo Co., Ltd. executed a block trade of 97,900 shares on August 22, with a transaction value of 4.1128 million yuan, accounting for 0.85% of the total trading volume for the day [1] - The transaction price was 42.01 yuan, representing a discount of 14.99% compared to the market closing price of 49.42 yuan [1] - The block trade involved multiple brokerage firms, with Huatai Securities and Pacific Securities participating in the buying and selling [2]

Group 1 - The Sci-Tech Innovation Index (000680) has seen a strong increase of 4.54%, with constituent stocks such as Haiguang Information (688041) and Yuntian Lifeng (688343) both rising by 20.00% [1] - The Taikang SSE Sci-Tech Innovation Board Composite Index Enhanced A (023970) achieved a weekly return of 5.92%, ranking first among enhanced products of the Sci-Tech Innovation Index [1] - The DeepSeek model has been updated to version 3.1, now supporting FP8 precision and domestic chips, which is expected to accelerate the domestic computing power ecosystem [1] Group 2 - Companies like Huawei and Cambrian are expanding their market competitiveness in the domestic chip sector, with Huawei's Ascend chips being increasingly applied in government and financial sectors [1] - Other domestic AI chip manufacturers are also showing accelerated penetration, with Muxi providing N-series GPUs focused on cloud AI inference scenarios [1] - There is a recommendation to pay attention to the related industrial chain benefiting from the domestic AI chip localization [1]

Market Overview - US stock markets experienced a decline, with the S&P 500 index falling for the fifth consecutive day due to concerns over potential hawkish signals from Federal Reserve Chairman Jerome Powell at the Jackson Hole Economic Policy Symposium [1] - The Dow Jones Industrial Average closed down by 152.81 points (0.34%) at 44,785.50 points, while the S&P 500 dropped by 25.61 points (0.40%) to 6,370.17 points, and the Nasdaq Composite fell by 72.54 points (0.34%) to 21,100.31 points [1] - Major tech stocks continued to weaken, with Tesla down 1.17%, Meta down 1.15%, Amazon down 0.83%, Apple down 0.49%, Nvidia down 0.24%, and Microsoft down 0.13% [1] Sector Performance - Among the 11 sectors of the S&P 500, nine sectors declined, with the consumer staples sector experiencing the largest drop of 1.18% [2] - Walmart's stock plummeted by 4.5% after reporting quarterly profits that fell short of expectations, despite raising its full-year sales and profit forecasts [2] - Coty, a beauty products manufacturer, saw its stock crash by 21.4% due to expectations of weak consumer spending in the US [2] Economic Data - The US Department of Labor reported an increase of 11,000 in initial jobless claims to 235,000, marking the largest increase in nearly three months, while continuing claims rose to 1.972 million, the highest since November 2021, indicating signs of a cooling job market [2] - The housing market showed resilience, with the National Association of Realtors reporting that July's existing home sales totaled an annualized 4.01 million units, exceeding market expectations of 3.92 million units and the previous value of 3.93 million units [2] Commodity Prices - International oil prices rose, with light crude oil futures for October delivery increasing by $0.81 to $63.52 per barrel (1.29% increase), and Brent crude oil futures for October delivery rising by $0.83 to $67.67 per barrel (1.24% increase) [3] Corporate Announcements - The US government announced a review of over 55 million visa holders for potential violations, which could lead to visa revocations for those found to be in violation of their terms [16] - The US White House stated that an agreement framework has been reached with the EU regarding tariffs, with the US committing to apply the higher of the most-favored-nation (MFN) tariff rate or a 15% tariff rate on certain EU goods [5][6]

Group 1 - Foreign institutions are accelerating their entry into the A-share market, with foreign holdings reaching approximately 2.5 trillion yuan, an 8% increase compared to the end of 2024 [1] - The total electricity consumption in China surpassed 1 trillion kilowatt-hours in July, marking a historical milestone, with a year-on-year growth of 8.6% [1] Group 2 - A new policy financial tool worth 500 billion yuan will focus on emerging industries and infrastructure, including digital economy and green low-carbon projects [2] - The State Council has approved a development plan for the biopharmaceutical industry chain in Jiangsu Free Trade Zone, emphasizing innovative exploration [2] - The National Foreign Exchange Administration will pilot green foreign debt business in 16 provinces and cities, encouraging cross-border financing for green projects [2] Group 3 - The implementation details of the cross-border asset management pilot in Hainan Free Trade Port have been established, effective from August 21 [3] - The A-share market saw a mixed performance with the Shanghai Composite Index closing at 3771.1 points, while small-cap stocks experienced significant adjustments [3] - Hong Kong's Hang Seng Index fell by 0.24%, with net inflows from southbound funds amounting to 7.461 billion HKD [3] Group 4 - Goldman Sachs reports that the current rally in the Chinese stock market is primarily driven by retail investors, with significant room for growth in small-cap stocks [4] - As of August 21, 171 A-share companies have announced dividend plans for the first half of 2025, with a total proposed distribution of 124.584 billion yuan [4] Group 5 - South Korean investors are increasingly buying Chinese assets, with a net purchase of approximately 499 million USD in Chinese stocks this year [5] - Kuaishou reported a 13.1% year-on-year revenue growth to 35 billion yuan in Q2, with a record net profit margin of 16% [5] - Bilibili's Q2 revenue grew by 20% to 7.34 billion yuan, driven by advertising and gaming business growth [5] Group 6 - Miniso's Q2 revenue reached 4.966 billion yuan, a 23.1% increase year-on-year, exceeding company guidance [6] - Alibaba announced plans to spin off Zhibao Technology for independent listing in Hong Kong, retaining over 30% ownership post-split [6] Group 7 - The average pig-to-grain price ratio in China has dropped below 6:1, prompting the government to initiate frozen pork reserves [6] - The National Development and Reform Commission is formulating guidelines to enhance health insurance services [6] Group 8 - China Petroleum & Chemical Corporation's Jianghan Oilfield has confirmed a shale gas reserve of 1650.25 billion cubic meters [7] - Chengdu has introduced new policies for public housing loans, reducing the minimum down payment to 15% [7] Group 9 - The 2025 Fortune China Technology 50 list includes Huawei, DeepSeek, and CATL in the top three positions [8] - The Federal Reserve is exploring new financial technology innovations, including the application of AI in payment systems [8] Group 10 - PepsiCo plans to increase the price of carbonated beverage concentrates by 10% starting September 7 [12] - The U.S. manufacturing PMI for August recorded a preliminary value of 53.3, the highest since May 2022 [12] Group 11 - Walmart's Q2 revenue grew by 4.8% to 177.4 billion USD, but adjusted EPS fell short of expectations [14] - The U.S. Treasury yields have collectively risen, with the 10-year yield reaching 4.316% [14] Group 12 - International oil prices have risen, with U.S. crude oil futures closing at 63.48 USD per barrel, supported by a significant drop in inventories [14] - The onshore RMB closed at 7.1778 against the USD, appreciating by 15 basis points [15]

Core Points - The company, Hengshuo Semiconductor (Hefei) Co., Ltd., is set to release 17,142,646 shares for trading on August 29, 2025, as part of its initial public offering (IPO) [1][6] - The shares being released represent 20.67% of the company's total share capital [2][6] - The company received approval from the China Securities Regulatory Commission for its IPO on July 12, 2022, allowing it to issue 20,660,000 shares [1][2] Summary of Key Sections Listing of Restricted Shares - The restricted shares being listed are from the pre-IPO period, with a total of 17,142,646 shares set to become tradable [2][6] - The total share capital of the company increased from 82,637,279 shares to 82,929,413 shares following the completion of the IPO and the implementation of an employee stock incentive plan [2] Commitments Related to Restricted Shares - Shareholders have committed to not transferring or managing their shares for 36 months post-IPO, adhering to the lock-up period [3][4] - After the lock-up period, any intended share reductions must comply with relevant laws and regulations, and shareholders must announce their plans three trading days in advance [3][4] Verification by Intermediaries - The sponsor, Guoyuan Securities Co., Ltd., confirmed that the shareholders have complied with their commitments regarding the lock-up period and that the listing of restricted shares meets legal requirements [5][6]

国元证券股份有限公司 关于恒烁半导体（合肥）股份有限公司 首次公开发行部分限售股上市流通的核查意见 国元证券股份有限公司（以下简称"国元证券"或"保荐机构"）作为恒烁 半导体（合肥）股份有限公司（以下简称"恒烁股份"或"公司"）首次公开发 行股票并在科创板上市（以下简称"首次公开发行"或"首发"）的保荐机构， 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》 等有关规定，对恒烁股份首次公开发行部分限售股上市流通事项进行了核查，具 体情况如下： 一、公司首次公开发行股票及本次上市流通的限售股情况 中国证券监督管理委员会于2022年7月12日出具了《关于同意恒烁半导体 （合肥）股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕 月29日在上海证券交易所科创板上市。首次公开发行股票完成后，公司总股本 为82,637,279股，其中有限售条件流通股为64,627,894股，无限售条件流通股为 三、本次上市流通的限售股的有关承诺 根据《恒烁半导体（合肥）股份有限公司首次公开发行股票并在科创板上 市招股说明书》及《恒烁半导体（合肥）股份有限公司首次公开发行股票科创 板上市公告书》，本次 ...