【导读】港股三大指数走高，黄金概念股集体走强 港股迎来四季度首个交易日。 10月2日，港股市场表现强势，三大指数纷纷走高，截至午间收盘，恒生指数涨1.45%，恒生科技指数涨2.66%。 | 恒生指数 | 恒生国企 | 恒生科技 | | --- | --- | --- | | 27245.68 | 9711.03 | 6637.65 | | +390.12 +1.45% | +155.70 +1.63% | +171.99 +2.66% | | 恒指期货 | 港股通50 | 恒生生物科技 | | 27308 | 4077.15 | 0.00 | | +396 +1.47% | +62.25 +1.55% | 0.00 0.00% | | 名称 | 现价 | 涨跌幅 = | 总市(三 | | --- | --- | --- | --- | | 中国白银集团 | 0.700 | 32.08% | 17亿 | | 0815.HK | | | | | 力勤资源 | 25.480 | 13.45% | 396亿 | | 2245.HK | | | | | 天齐锂业 | 50.800 | 13.04% | 853亿 | | ...

截至9月24日收盘，长川科技每股股价攀升至96.32元，大幅刷新上市以来新高，市值超过600亿元。 | 分时 | 5日 ▼ 5分 15分 30分 60分 日Ｋ 周Ｋ 月Ｋ 更多 ▼ 第码 叠加 ▼前复权 ▼ 其他 ▼ □ ▲ ♪ ○ | | 长川科技 (300604) | | | | * | | --- | --- | --- | --- | --- | --- | --- | --- | | 长川科技 | 均线 ▼ MA5: 74.47 ↑ MA10: 67.70 ↑ MA20: 63.03 ↑ MA30: 58.68 ↑ MA60: 51.55 ↑ MA12 0 | 0 * 0 | 96.32 T16.05 | +20.00% | | | + 4 买 页 | | | 96.32 | 95.00 | | | | | | | | | | ル | 闪买 | 闪卖 | | = | | | | | 交易状态:已收市 | | | | | | | | 90.00 | 行情报价 | | | | | | | | | 成交量 | 124万手 最高 | 96.32 今开 | | 87.02 | | | | 85.00 | 成交 ...

（来源：半导体前沿） 中国半导体大硅片年度报告 2024 CHEM 国半导体大硅片 年度报告 2024 免费声明: 1. 本报告仅供授权读者使用。未经亚化咨询公司书面许可,订阅者不得转让、出售、对外发表该本报告的内容(包括但不限于其中的部分图片、 表格和文字信息)。 2 本报告基于公开信息和亚化咨询的专有知识,不涉及任何企业机密信息。报告力求信息数据的可靠性,但不完全保证其准确性及完整性。订阅 者做出的商业决策与亚化咨询无关。 中国半导体大硅片年度报告 2024 HEM ASIAC 摘要 硅片,也称硅晶圆,是半导体行业发展的基础材料,也是市场规模最大的半导体制造材 料。通常将直径 8 英寸(200mm)及以上的硅片为大硅片。半导体硅片是生产集成电路、分 2016年至2023年间，全球半导体硅片（不含SOI）销售额从72.09亿美元上升至121.29亿美元，年均复合增长率达7.72%。 2016年至2023年间，中国大陆半导体硅片销售额从5亿美元上升至17.32亿美元，年均复合增长率高达19.43%，高于同期全 球半导体硅片的年均复合增长率。随着半导体库存去化和下游需求恢复，2024年全球硅晶圆出货量将同比增长 ...

Group 1 - TSMC's stock rose nearly 2% before market opening on September 10 [2] - TSMC's sales in August increased by 33.8% year-on-year [2]

来源：滚动播报 台积电美股盘前涨超2%，8月销售同比增长33.8%。 ...

Core Viewpoint - Company plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance capital strength and global competitiveness [2][3] Company Overview - Founded in 2003, the company became one of the first to list on the Shanghai Stock Exchange's Sci-Tech Innovation Board in August 2019 [2] - It is a leading fabless semiconductor system design company, focusing on the research, design, and sales of SoC chips and peripheral chips [2] - Product lines include multimedia smart terminal SoC chips, wireless connection chips, and automotive electronic chips, widely used in smart home, automotive electronics, office education, and industrial commercial sectors [2] Financial Performance - In the first half of 2025, the company achieved revenue of 3.33 billion yuan, a year-on-year increase of 10.42%, marking a historical high for the same period [2] - Net profit reached 497 million yuan, up 37.12% year-on-year, driven by strong product sales and rapid release of new products [2] Product Growth - Notably, sales of smart home products and wireless connection chips saw significant growth, with smart home product sales increasing over 50% year-on-year [3] - Wi-Fi 6 chip sales surpassed 1.5 million units in the second quarter, exceeding the total sales for 2024, with a quarter-on-quarter increase of over 120% [3] Market Position - The company is a leader in the global audio and video SoC market, maintaining a strong position in the smart set-top box and smart TV chip markets [3] - Over 90% of its revenue comes from overseas markets, with a customer network covering North America, Europe, Latin America, Asia-Pacific, and Africa [3] Strategic Implications - The potential listing in Hong Kong could help the company integrate global resources, enhance R&D investment, and expand market capabilities [3] - It aims to solidify its leading position in multimedia SoC, emerging automotive electronics, and AI audio-video sectors, providing a significant channel for global investors to share in the growth of China's semiconductor industry [4]

Group 1 - The core viewpoint of the article highlights the significant stock performance of Cambrian Biologics (寒武纪-U), which saw its share price rise over 16% to reach a historical high of 1595.88 yuan, ultimately closing at 1587.91 yuan, with a market capitalization of 664.3 billion yuan [1][3] - Cambrian Biologics has experienced a remarkable cumulative increase of 123% in August and over 2800% year-to-date in 2023 [1] Group 2 - The company reported its semi-annual results on August 26, revealing a revenue of 2.881 billion yuan for the first half of 2025, representing a year-on-year growth of 4347.82% [3] - The net profit for the same period was 1.038 billion yuan, a significant turnaround from a loss of 530 million yuan in the previous year [3]

Core Viewpoint - The potential and development opportunities of China's semiconductor industry leaders are becoming increasingly prominent, with a complete semiconductor industry chain established in recent years [1] Industry Development - China's semiconductor industry has shown rapid growth, establishing a relatively complete industry chain from upstream materials and equipment to midstream manufacturing and packaging testing, as well as design and production in various product areas such as analog and digital chips [1] - The industry is entering a new phase, focusing on cultivating globally competitive leading enterprises in vertical fields, with some positive signs already emerging [1] Investment Opportunities - Certain companies in the semiconductor sector are demonstrating strong development potential, providing considerable returns for investors [1] - China's unique engineer dividend and top-tier engineering implementation capabilities globally lay a solid foundation for further breakthroughs in the semiconductor industry [1]

Core Viewpoint - The company, Haowei Group, has made significant moves in the capital market, including a name change and a listing application in Hong Kong, indicating its ambition to expand and potentially revalue the semiconductor sector in the Hong Kong market [1][8]. Group 1: Company Overview - Haowei Group, established in 2007, is one of the top ten Fabless semiconductor companies globally, with a market capitalization of 150 billion RMB [1]. - The company has diversified its product lines, including image sensor solutions, display solutions, and analog solutions, solidifying its leading position in the industry [1]. Group 2: Financial Performance - The company's revenue and profit have shown a significant upward trend from 2022 to 2024, with revenues of 20.04 billion RMB in 2022, 20.98 billion RMB in 2023, and projected 25.71 billion RMB in 2024 [2][4]. - In 2024, the net profit is expected to reach 3.279 billion RMB, marking a substantial increase from previous years [2][4]. - The image sensor solutions segment has become the primary revenue driver, accounting for 74.7% of total revenue in 2024, with a notable increase in revenue from high-end smartphone applications and automotive sectors [2][4]. Group 3: Market Position and Growth Drivers - The global CIS market is projected to grow from 17.9 billion USD in 2020 to 19.5 billion USD in 2024, with a compound annual growth rate (CAGR) of 2.2%, and expected to reach 29.5 billion USD by 2029, with a CAGR of 8.6% [5]. - Haowei Group's strategic shift towards CIS design after acquiring Beijing Haowei in 2019 has significantly contributed to its growth, with the semiconductor distribution business now only accounting for 15.3% of total revenue [3][4]. Group 4: Technological Advancements - The company has developed advanced technologies in various fields, including LED flicker suppression, global shutter technology, and low-light performance, enhancing its competitive edge in the CIS market [7][8]. - Haowei Group is also expanding its technological capabilities in emerging fields such as smart glasses, robotics, and industrial automation, positioning itself to meet the growing demand in these sectors [8].

Group 1 - TSMC's stock rose over 4% in pre-market trading, driven by a Q2 net profit surge of 61%, exceeding expectations [1] - TSMC anticipates a sales growth of approximately 30% for the current year [1] Group 2 - Li Auto's stock increased nearly 7%, with the Li i8 now available for pre-order [1] - The expected price range for the Li i8 is between 350,000 to 400,000 yuan [1]