每经编辑：黄胜 12月2日晚间，豪威集团（603501.SH，股价121.08元，市值1464.35亿元）公告称，控股股东虞仁荣拟向宁波东方理工大学教育基金会（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%；股东宁波市虞仁荣教育基金会拟向大学基金会无偿捐赠其持有公司 的60万股无限售条件流通股，约占公司目前总股本的0.05%。 | 证券代码:603501 | 证券简称:豪威集团 | | --- | --- | | 转债代码:113616 | 转债简称:韦尔转债 | 每日经济新闻综合公开消息 每日经济新闻 豪威集团的前身是在芯片领域赫赫有名的韦尔股份。 6月16日，韦尔股份公告称，公司证券简称将于2025年6月20日起由"韦尔股份"变更为"豪威集团"，证券代码"603501"保持不变。公司名称已正式变更为"豪 威集成电路（集团）股份有限公司"。 10月28日，豪威集团公告称，第三季度实现营业收入78.27亿元，同比增长14.81%；归属于上市公司股东的净利润11.82亿元，同比增长17.26%。前三季度实 现营业收入217.83亿元，同比增长15.20%；归 ...

Core Viewpoint - The report from Zhongyou Securities highlights that OmniVision Technologies achieved a net profit attributable to shareholders of 3.21 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 35.15% [1] Financial Performance - In Q3 2025, the net profit attributable to shareholders reached 1.18 billion yuan, up 17.26% year-on-year [1] - The non-recurring net profit attributable to shareholders for Q3 was 1.11 billion yuan, reflecting a year-on-year growth of 20.40%, marking a historical high for both quarterly revenue and non-recurring net profit [1] Market Opportunities - The significant growth in revenue and profit is attributed to the company's ability to seize market opportunities, particularly in the rapidly increasing penetration of intelligent driving in the automotive sector [1] - There has been notable expansion in the smart imaging terminal application market, including panoramic and action cameras, contributing to revenue growth [1] Operational Improvements - The company has improved its gross margin through product structure optimization and supply chain management [1] - The accelerated penetration of intelligent driving is seen as a new growth driver for the company [1] Emerging Market Growth - In the first half of 2025, the company's image sensor business generated approximately 1.17 billion yuan in revenue from emerging markets, showing a remarkable year-on-year increase of 249.42% [1]

Core Insights - The core viewpoint of the news is the management restructuring at Howie Integrated Circuit (Group) Co., Ltd., aimed at enhancing the company's capabilities for scaled development and global operations [1][2]. Management Changes - Wang Song, the former general manager and legal representative of Howie Group, has resigned due to a shift in work responsibilities. Gao Wenbao, the former vice chairman of BOE Technology Group, has been appointed as the new general manager [1]. - Gao Wenbao brings over 20 years of experience in the semiconductor display field, having held various management positions at BOE, which includes roles in technology research and development, production, and marketing [1]. Financial Performance - Howie Group reported record-high revenue and net profit attributable to shareholders for Q3 2025, marking a continuous period of rapid growth [1]. - The growth in performance is attributed to the company's increasing market penetration in the automotive intelligent driving sector and significant expansion in the smart imaging terminal application market, including panoramic and action cameras [2]. - Improvements in gross margin have also been driven by product structure optimization and supply chain management [2].

Core Insights - The company reported robust financial performance for Q3 2025, with double-digit growth in key financial metrics, indicating a strong development trend [1][3]. Financial Performance - The company achieved an operating revenue of approximately 7.827 billion yuan in Q3, representing a year-on-year increase of 14.81%; cumulative operating revenue for the year reached about 21.783 billion yuan, up 15.20% [3]. - Profit for Q3 amounted to 1.342 billion yuan, a year-on-year growth of 22.59%; net profit attributable to shareholders was 1.182 billion yuan, increasing by 17.26%. The net profit after excluding non-recurring gains and losses was 1.109 billion yuan, reflecting a 20.40% increase [3]. - Year-to-date net profit attributable to shareholders reached 3.210 billion yuan, a significant increase of 35.15% [3]. - Basic earnings per share for Q3 were 0.98 yuan, up 16.67%; diluted earnings per share were also 0.98 yuan, increasing by 27.27%. Year-to-date basic earnings per share reached 2.67 yuan, reflecting a growth of 34.85% [3]. Asset and Equity Growth - As of the end of the reporting period, total assets amounted to 44.209 billion yuan, a growth of approximately 13.45% compared to the end of the previous year; equity attributable to shareholders was 27.708 billion yuan, up about 14.49% [3]. Business Expansion and Strategy - The company capitalized on market opportunities, particularly in the automotive intelligent driving sector and the smart imaging terminal application market, leading to significant revenue growth [4]. - The company optimized its product structure and streamlined its supply chain, contributing to continuous improvement in gross margins [4]. - As a leading player in the integrated circuit industry, the company’s main business includes image sensor solutions, display solutions, analog solutions, and semiconductor agency sales, with image sensor solutions being the largest revenue contributor [4]. - The company is advancing its display and analog business collaboration, with new OLED DDIC products validated and mass-produced for AMOLED screen requirements [4].