登录新浪财经APP 搜索【信披】查看更多考评等级 芯片大佬虞仁荣再出手捐赠。 12月2日晚间，豪威集团（603501）公告称，为支持教育事业发展，资助大学基金会开展慈善公益活 动，并支持宁波东方理工大学办学发展所需的教学、科研、师资等资源配置，控股股东虞仁荣拟向宁波 东方理工大学教育基金会（以下简称"大学基金会"）无偿捐赠其持有公司的3000万股无限售条件流通 股，占公司目前总股本的2.48%。 以豪威集团今日收盘价121.08元/股粗略计算，这笔捐赠价值超36亿元。值得注意的是，2024年11月，胡 润研究院发布的《2024衡昌烧坊·胡润慈善榜》显示，虞仁荣在一年时间里3次向宁波东方理工大学教育 基金会捐赠豪威集团共5000万股股票，按当时股价计算，价值高达53亿元。凭借这一捐款，虞仁荣首次 成为了"中国首善"。 同时，公告显示，根据《基金会管理条例》第二十九条规定，非公募基金会每年用于从事章程规定的公 益事业支出，不得低于上一年基金余额的8%。豪威集团股东宁波市虞仁荣教育基金会（以下简称"教育 基金会"）作为非公募基金会，为满足《基金会管理条例》的相关规定，拟向大学基金会无偿捐赠其持 有公司的60万股无限 ...

IT之家 12 月 2 日消息，据马来西亚总理安瓦尔・易卜拉欣（Anwar Ibrahim）表示，英特尔公司将追加投资 8.6 亿林吉特（IT之家注：现汇率约合 14.73 亿 元人民币），以将马来西亚打造为其全球封装与测试运营中心。 安瓦尔指出，英特尔已在马来西亚开展业务，其中包括位于槟城州、投资 120 亿林吉特（现汇率约合 205.51 亿元人民币）的先进封装工厂，该工厂目前已 完成 99%。2021 年，这家美国芯片巨头曾承诺投资 70 亿美元（现汇率约合 495.51 亿元人民币）在槟城建设生产基地。 马来西亚在全球芯片封装、组装和测试市场中占据约 13% 的份额，这些环节是半导体制造的最后阶段。该行业贡献了马来西亚 40% 的出口总额。近年来， 随着全球主要经济体竞相强化本国半导体产业能力，马来西亚也正积极提升其在全球供应链中的战略地位。 与此同时，美国政府也曾多次强调，美国需建立完整的本土半导体供应链，并敦促国内企业优先在美国本土扩大产能，尽管目前亚洲地区的芯片制造成本仍 显著低于美国。 安瓦尔在周一与英特尔首席执行官陈立武（Lip-Bu Tan）会晤后于其 Facebook 帖文中透露，该公司 ...

来源丨 元禾璞华 （ID：yuanhepuhua） 作者丨陈大同 图源丨Midjourney 几年前（ 2012 ），应邀为校友刊物《水木清华》写了一年创业专栏，其中有几期回忆了当年先后 创办硅谷豪威科技（ OmniVision ）和上海展讯通信（ SpreadTrum ）的经历，也算是对自己前半 生的一个小结。可谁知，近年来，这两家公司先后通过被并购，从美国退市，回到了祖国，开始了新 的历程！追忆当年，浮想联翩，心情激荡。特此整理出来与大家分享！ 【注： 2013-14 年，清华紫光集团先后并购了展讯通信和锐迪科公司，帮助它们从 NASDAQ 退 市，再合并成为紫光展锐公司。 2016 年，以清芯华创（现元禾璞华）为首的国内财团，并购了豪 威科技，从 NASDAQ 退市； 2019 年，又将其并入了国内上市公司韦尔半导体，成为国内芯片设计 第一股】 1990 年代前期，大陆留学生在硅谷初来乍到，当务之急是找工作养家糊口，哪儿敢想创业呀。我的 创业实在是个误会，还是称为"被创业"准确点儿。 那是 1995 年初，我在美国国家半导体公司做高级工程师已两年，参与先进模拟半导体工艺的开 发。该学的都会了，工作胜任轻 ...

Group 1 - The core viewpoint of the news is that Nanda Optoelectronics has seen a significant increase in stock price, rising by 5% to 41.13 yuan per share, with a trading volume of 1.74 billion yuan and a turnover rate of 6.56%, leading to a total market capitalization of 28.43 billion yuan [1] - Nanda Optoelectronics, established on December 28, 2000, and listed on August 7, 2012, is a high-tech enterprise engaged in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1] - The company's main business revenue composition includes specialty gas products at 60.95%, precursor materials (including MO sources) at 27.80%, other products at 7.02%, and additional items at 4.23% [1] Group 2 - From the perspective of major fund holdings, one fund under China Merchants Fund has heavily invested in Nanda Optoelectronics, specifically the China Merchants CSI Semiconductor Industry ETF (561980), which increased its holdings by 726,500 shares in the third quarter, bringing the total to 1.8641 million shares, accounting for 3.55% of the fund's net value [2] - The China Merchants CSI Semiconductor Industry ETF (561980) was established on August 21, 2023, with a latest scale of 2.281 billion yuan, achieving a year-to-date return of 44.01% and ranking 403 out of 4,208 in its category [2] - The fund manager of the China Merchants CSI Semiconductor Industry ETF is Fang Junyi, who has been in the position for 1 year and 30 days, with the fund's total asset size at 8.983 billion yuan during his tenure, achieving a best return of 44.94% and a worst return of -9.42% [3]

Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the era of information explosion, efficient information acquisition is crucial [1]. Group 1: Information Acquisition - In the fragmented information age, it is essential to focus on high-quality information sources to gain valuable insights [1]. - The article recommends that semiconductor professionals should follow five specific WeChat public accounts to stay updated on industry trends and technologies [1]. Group 2: Recommended WeChat Accounts - "半导体技术天地" focuses on semiconductor industry technology and expert explanations [3]. - "全球电子市场" is the leading WeChat platform in the semiconductor industry, with 500,000 industry professionals already following it [5]. - "半导体行业圈" serves as a community for semiconductor professionals [7]. - "半导体产业联盟" is a platform for the entire semiconductor industry chain [9]. - The article mentions a WeChat group with 80,000 members that is open for free access [12].

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has decreased by 2.96% as of November 21, 2025, with mixed performance among constituent stocks [1] - The semiconductor sector in the A-share market is experiencing a wave of investment enthusiasm, with companies in the supply chain engaging in capital operations for technological enhancement and vertical integration [1][2] - The global semiconductor market is projected to reach a scale of 43,710 billion yuan by 2024 and is expected to grow to 65,480 billion yuan by 2029, while China's semiconductor market is anticipated to grow to 16,022 billion yuan in 2024 and reach 28,133 billion yuan by 2029 [2] Group 2 - The Sci-Tech 100 ETF (588800) has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 28.61 million yuan, totaling 72.94 million yuan [1] - The semiconductor equipment and materials industry is a key area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution and technological advancements [3] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2]

Core Viewpoint - Suzhou Huayuan Semiconductor Co., Ltd. has been established with a registered capital of 300 million yuan, focusing on semiconductor device manufacturing and related activities, fully owned by Huayuan Holdings (002787) [1][2]. Group 1: Company Information - The registered capital of Suzhou Huayuan Semiconductor Co., Ltd. is 300 million yuan [2]. - The company is located in Wujiang District, Suzhou, Jiangsu Province, and is registered under the Suzhou Wujiang District Data Bureau [2]. - The legal representative of the company is Zhang Jian [2]. Group 2: Business Scope - The business scope includes manufacturing and sales of semiconductor devices, optoelectronic devices, integrated circuit chips, and related products [1][2]. - The company is also involved in the manufacturing and sales of specialized equipment for semiconductor devices and electronic equipment [2]. Group 3: Shareholding Structure - Suzhou Huayuan Semiconductor Co., Ltd. is wholly owned by Huayuan Holdings Co., Ltd. (002787.SZ) [3].

Production Capacity and Market Position - The company's subsidiary, Dalian Qihua New Materials Co., Ltd., has an epoxy resin diluent production capacity of 4,000 tons/year (single shift) [2] - The company is a leading supplier of epoxy structural adhesives and infusion resins for wind turbine blades in China, holding the largest market share in this segment [3] - The adhesive and specialty resin segment's sales volume has steadily increased in the first three quarters of 2025, significantly boosting net profit due to rising demand in the wind power sector [3] Expansion and Production Strategy - The company currently focuses on improving existing capacity utilization and product quality rather than expanding production capacity due to strict environmental and safety regulations in the epoxy diluent industry [2] - There are no current plans for capacity expansion, with an emphasis on developing high-value specialty epoxy diluents [2] Supply Chain and Pricing Strategy - The company sources raw materials for epoxy products from both internal and external suppliers, with plans to increase the internal supply ratio in the future [3] - The pricing strategy is flexible, allowing the sales team to adjust prices in response to fluctuations in raw material costs [3] Strategic Development in Electronics - The company has transitioned from a traditional chemical adhesive manufacturer to an advanced new materials R&D enterprise, focusing on high-end electronic information materials [3] - A 51% stake in Chengdu Zhongke Huayi Microelectronics Co., Ltd. has been acquired, which has developed four product lines, including microcontroller chips and integrated circuits, with a performance commitment of at least RMB 40 million in net profit for the first year [4] Semiconductor Industry Transition - The company is accelerating its strategic transformation towards the semiconductor industry, leveraging its existing materials layout to create a third growth curve [4] - The strategic layout aligns with national industrial policy directions, supporting the company's long-term development goals [4]

Group 1: Business Performance and Revenue - The company anticipates significant revenue from lithography machine maintenance services in 2024, driven by the growing domestic semiconductor industry [1] - The fourth quarter is expected to be a peak season for international logistics, with the company leveraging its multi-modal transport products to balance cost and efficiency [2] - The company has seen steady contributions from its self-built warehouses in Chongqing and Kunming, which are expected to enhance overall performance [8] Group 2: Strategic Initiatives and Market Opportunities - The establishment of a wholly-owned subsidiary in Hainan positions the company to capitalize on the development of the Hainan Free Trade Port [3] - The company is actively exploring mergers and acquisitions in strategic industries, particularly in the semiconductor sector [4] - The company is expanding its international logistics capabilities, integrating various transport modes to enhance service resilience and efficiency [5] Group 3: Technological Advancements and Innovations - The company is investing in AI and big data technologies to optimize international logistics processes, with R&D expenses increasing by 27.27% year-on-year [6] - Plans are in place to develop smart logistics networks, including automated warehouses and AI logistics management systems [6] - The company aims to enhance its supply chain digitalization and automation to reduce costs and improve operational efficiency [6] Group 4: Customer Engagement and Market Position - The company is building a customer base in the semiconductor sector, having established partnerships with both domestic and international firms [7] - The impact of tariffs on the company's export business to the U.S. is minimal, indicating a limited effect on overall performance [7] - Future business growth in the semiconductor field will be communicated through regular company reports, adhering to confidentiality agreements with clients [8]

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., reported a revenue growth of 14.46% year-on-year for the first three quarters of 2025, amounting to 6.128 billion yuan, and outlined its strategic focus on emerging fields such as automotive and robotics during an investor interaction event [1][5]. Industry Development and Strategy - The company highlighted that national policies have been driving the semiconductor industry, leading to a robust development of the entire semiconductor supply chain. The company aims to leverage these policy benefits by focusing on large-scale applications in AI servers, mobile phones, PCs and peripherals, robotics, smart wearables, and toys [2]. Key Area Layout - In response to investor inquiries, the company disclosed that it has increased technical investments and resource allocation in the automotive, industrial new energy, and robotics sectors in 2025. The company is focusing on core production lines such as main control, interfaces, sensors, power supplies, and storage, with a growing customer base and steady business performance [3]. Overseas Business Response - The company emphasized its stable cooperation mechanisms with overseas partners, built on years of mutual trust. It is also actively evaluating macroeconomic risks and accelerating the introduction of domestic suppliers to ensure business continuity and stability through a diversified supply chain [4]. Performance Outlook - The company reported a sales revenue of 6.128 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 14.46%, laying a solid foundation for annual growth. The company is committed to maintaining a positive development trend across all business segments and aims to deliver excellent returns to investors [5].