同业竞争解决

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华虹半导体有限公司关于筹划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事项的停牌进展公告
Shang Hai Zheng Quan Bao· 2025-08-24 18:21
配套资金暨关联交易事项的停牌进展公告 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。 为解决IPO承诺的同业竞争事项,华虹半导体有限公司(以下简称"公司")正在筹划以发行股份及支付 现金的方式购买上海华力微电子有限公司(以下简称"华力微")控股权,同时配套募集资金(以下简 称"本次交易")。 本次收购标的资产为华力微所运营的与华虹公司在65/55nm和40nm存在同业竞争的资产(华虹五厂)所 对应的股权,其基本情况如下: 登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 华虹半导体有限公司 关于筹划发行股份及支付现金购买资产并募集 公司将根据本次交易的进展情况,严格按照有关法律法规的规定和要求履行信息披露义务。待相关重大 事项确定后,公司将及时发布相关公告并申请公司股票复牌。敬请广大投资者关注后续公告,并注意投 资风险。 特此公告。 华虹半导体有限公司董事会 2025年8月25日 根据《上市公司重大资产重组管理办法》和《上海证券交易所科创板股票上市规则》等相关法规,本次 交易预计不构成重大资产重组;本次交易构成关联交易 ...
重庆水务(601158.SH)拟3.54亿元收购渝江水务100%股权
Ge Long Hui A P P· 2025-08-22 14:34
格隆汇8月22日丨重庆水务(601158.SH)公告称,公司以3.54亿元收购重庆水投持有的渝江水务100%股 权。本次交易构成关联交易,但不构成重大资产重组。本次交易旨在逐步解决同业竞争,提升公司在重 庆市巴南区供水业务的经营规模和市场占有率。交易对方为公司的间接控股股东重庆水务环境集团的全 资子公司,交易价格以渝江水务股东全部权益在评估基准日2025年4月30日的评估值为基础,经双方协 商确定。交易资金来源为公司自有资金,支付安排分为三个阶段,最迟不晚于协议生效之日起一年内付 清。 ...
承诺5年内整合天坛生物与派林生物,血液制品行业要变天?
Jin Rong Jie· 2025-08-21 11:33
8月21日消息 "国家队"国药系大动作,承诺5年内整合天坛生物与派林生物,我国血液制品行业竞争格局将被 彻底改写! 21日晚间,中国生物收购派林集团一事迎来最新进展。天坛生物公告称,公司收到实际控制人国药集团及控股 股东中国生物出具的承诺函,因中国生物收购派林生物21.03%股份导致与公司新增同业竞争,承诺在五年内通 过包括资产置换、资产出售、资产注入、设立合资企业等方式解决同业竞争问题。同时承诺不新增与天坛生物 主营业务构成竞争的业务,并公平对待下属控股企业。该承诺函自中国生物取得派林生物控制权之日起生效。 随后派林生物收到控股股东中国生物通知,中国生物与派林生物控股股东共青城胜帮英豪投资合伙企业(有限 合伙)("胜帮英豪")达成合作意向并签署《收购框架协议》,约定由中国生物或其指定子公司以现金方式协 议收购胜帮英豪持有的全部21.03%派林生物股份,以取得派林生物的控制权。 值得注意的是,中国生物旗下的天坛生物与派林生物的业务重合度极高,二者均以血液制品的研究、开发、生 产和销售为主。 8月4日,天坛生物发布公告称,为避免同业竞争,公司拟放弃收购派林生物商业机会,由天坛生物控股股东中 国生物技术股份有限公 ...
明起停牌!1300亿芯片巨头大动作,拟购买华力微控股权
Ge Long Hui· 2025-08-19 04:56
今日晚间,A股1300亿芯片巨头华虹公司发布公告。 为解决IPO承诺的同业竞争事项,华虹公司正在筹划以发行股份及支付现金的方式购买华力微的控股权,同时配套募集资金。 | 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 停牌 | 2025/8/18 | | | | 据悉,本次收购标的资产为华力微所运营的与华虹公司在65/55nm和40nm存在同业竞争的资产(华虹五厂)所对应的股权。目前,该标的资产正处于分立 阶段。 此前2023年,华虹公司登陆科创板,华虹集团当时曾在《关于避免同业竞争的补充承诺函》中承诺,上市之日起三年内,将华力微注入华虹公司。 不过,本次交易事项尚处于筹划阶段,华虹公司目前正与交易意向方接洽。 初步确定的交易对方为上海华虹(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)。 因本次交易尚存在不确定性,为了保 ...
华力微电子被收购!
国芯网· 2025-08-18 14:03
Core Viewpoint - The article discusses the strategic move by Huahong Semiconductor to address competition issues related to its IPO by planning to acquire controlling stakes in Shanghai Huahong Microelectronics through a combination of share issuance and cash payment [2][5]. Group 1: Acquisition Details - Huahong Semiconductor is in the process of acquiring controlling stakes in Shanghai Huahong Microelectronics to resolve competition issues arising from its IPO commitments [2][5]. - The acquisition is expected to involve the assets related to the 65/55nm and 40nm processes, which are currently in a separation phase [5]. - The transaction is classified as a related party transaction but will not result in a change of control for the company and does not constitute a major asset restructuring [5][6]. Group 2: Financial and Operational Context - As of December 31, 2022, Huahong Group's other enterprises, including Huahong Microelectronics, were identified as having competitive overlaps with Huahong Semiconductor, particularly in certain process nodes [8]. - The overlapping business of Huahong Microelectronics in the 65/55nm process node has decreased to below 30% of its operations, aligning with regulatory requirements regarding competition [9]. - The revenue and gross profit from Huahong Microelectronics' similar business activities accounted for less than 30% of Huahong Semiconductor's main business revenue or gross profit, meeting the financial data requirements set by regulators [9].
900亿芯片巨头官宣大动作,港股逆势下跌
21世纪经济报道· 2025-08-18 12:58
Core Viewpoint - Huahong Semiconductor announced a significant acquisition to resolve competition issues related to its IPO commitments by acquiring controlling stakes in Shanghai Huahong Microelectronics, which operates assets that compete with Huahong's existing operations in the 65/55nm and 40nm nodes [1][5][7]. Group 1: Acquisition Details - The acquisition involves the purchase of equity corresponding to the assets operated by Huahong Micro that are in direct competition with Huahong's existing operations [1][5]. - The transaction is classified as a related party transaction but will not result in a change of actual control of the company and does not constitute a restructuring [1][5]. - The acquisition aims to address the same-industry competition issues that arose during Huahong's IPO process, as outlined in a commitment letter from Huahong Group [5][6]. Group 2: Market Reaction - Following the announcement, Huahong's A-shares were suspended from trading, while its Hong Kong shares experienced a decline of over 9% on the opening day after the announcement [3][4]. - Investor feedback indicated disappointment as the acquisition targets mature process assets rather than advanced process technologies, leading to concerns about the perceived value of the acquisition [3][7]. Group 3: Strategic Importance - The acquisition is seen as a critical step for Huahong Group to fulfill its IPO commitments and eliminate internal competition, thereby consolidating resources [7][10]. - The integration of Huahong Micro's 12-inch production capacity is expected to enhance Huahong's overall production capabilities and profitability, addressing existing capacity shortfalls [9][10]. Group 4: Production Capacity Expansion - Huahong has been expanding its production capabilities from 8-inch to 12-inch wafers, with a focus on increasing the output of its 12-inch production lines to meet growing market demand [9][10]. - The revenue contribution from 12-inch wafers has been increasing, with a notable rise from $233 million in the previous year to $334 million in the second quarter of 2025 [9].
拟购买华力微控股权,华虹公司今起停牌
Bei Ke Cai Jing· 2025-08-18 06:28
Core Viewpoint - Huahong Semiconductor Co., Ltd. is planning to acquire controlling stakes in Shanghai Huahong Microelectronics Co., Ltd. to resolve competition issues related to its IPO commitments [1] Group 1 - The acquisition will involve issuing shares and cash payments to purchase the equity corresponding to the assets of Huahong Micro that are in competition with Huahong Semiconductor in the 65/55nm and 40nm segments [1] - The targeted assets are currently in the process of being separated [1] - To prevent significant impacts on the company's stock price, Huahong Semiconductor has applied for a trading suspension, effective from August 18, with an expected duration of no more than 10 trading days [1]
华虹半导体早盘跌近8% 公司拟配股筹资收购华力微控股权 有望解决同业竞争
Zhi Tong Cai Jing· 2025-08-18 01:52
Core Viewpoint - Huahong Semiconductor (01347) is experiencing a decline of over 6%, currently down 6.78% at HKD 47.82, with a trading volume of HKD 954 million. The company announced plans to acquire controlling interest in Shanghai Huahong Microelectronics Co., Ltd. to resolve IPO commitments related to competition in the same industry [1]. Group 1 - The acquisition involves purchasing equity related to competitive assets in 65/55nm and 40nm processes, specifically the equity corresponding to Huahong's fifth factory [1]. - The target assets are currently in the process of being separated [1]. - Huahong is recognized as a leading foundry both domestically and globally, particularly excelling in specialty processes [1]. Group 2 - The transaction is a significant step in fulfilling the company's commitments and is expected to enhance resource integration and optimize process platform layout [1]. - This move is anticipated to strengthen Huahong's market competitiveness in specialty processes and mid-to-high-end logic manufacturing [1].
900亿芯片巨头明起停牌,股价已提前大涨11%
21世纪经济报道· 2025-08-17 23:17
Core Viewpoint - Huahong Company (688347.SH) is planning to acquire the controlling stake of Shanghai Huali Microelectronics Co., Ltd. to resolve competition issues arising from its IPO commitments, with the transaction involving both cash and stock issuance [6][10]. Group 1: Acquisition Details - The acquisition aims to address the competition issues between Huahong and Huali Micro, both engaged in wafer foundry services, particularly in the 65/55nm and 40nm process nodes [10][11]. - The transaction is expected to be classified as a related party transaction but will not result in a change of control for Huahong [6][10]. - The assets being acquired are currently in the process of being separated and are related to the overlapping business in the 65/55nm technology node [6][10]. Group 2: Financial Performance - In Q2 2025, Huahong reported sales revenue of $566.1 million, a year-on-year increase of 18.3% and a quarter-on-quarter increase of 4.6% [14]. - The gross margin for Q2 was 10.9%, up 0.4 percentage points year-on-year and 1.7 percentage points quarter-on-quarter [14]. - The company expects Q3 sales revenue to be between $620 million and $640 million, with a gross margin between 10% and 12% [14]. Group 3: Stock Performance - Huahong's stock price has increased approximately 70% year-to-date, with a notable rise of 11.35% on August 15, closing at 78.5 yuan per share, giving it a market capitalization of 93.6 billion yuan [12][13]. - The stock is currently suspended from trading starting August 18, 2025, for a period not exceeding 10 trading days due to the planned acquisition [3][6]. Group 4: Industry Context - The global semiconductor market reached over $340 billion in the first half of the year, with a year-on-year growth of 18.9% [17]. - The logic semiconductor segment grew by 37%, while memory semiconductors grew by 20% in the same period [17].
华虹公司拟收购华力微控股权公司股票今日起停牌
Zheng Quan Shi Bao· 2025-08-17 17:40
Core Viewpoint - Huahong Company plans to acquire the controlling stake of Shanghai Huahong Microelectronics to resolve competition issues related to its IPO commitments, leading to a stock suspension starting August 18 [2][3] Group 1: Transaction Details - The transaction involves the acquisition of assets related to the 65/55nm and 40nm processes, which are currently in the process of separation [3] - The transaction is expected to be an associated transaction but does not constitute a major asset restructuring or a restructuring listing [2] - The preliminary identified transaction parties include Shanghai Huahong (Group) Co., Ltd., Shanghai Integrated Circuit Industry Investment Fund Co., Ltd., and others [3] Group 2: Business Operations - Huahong Company specializes in customizable semiconductor wafer foundry services based on various process nodes and different technology platforms [4] - The company reported a sales revenue of $541 million in Q1 2025, representing a year-on-year increase of 17.6% [4] - In Q2 2025, the sales revenue reached $566 million, showing a year-on-year growth of 18.3% and a quarter-on-quarter increase of 4.6% [4] - The company anticipates Q3 sales revenue to be approximately between $620 million and $640 million [4]