登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603501 证券简称：豪威集团 公告编号：2025-116 转债代码：113616 转债简称：韦尔转债 豪威集成电路（集团）股份有限公司 关于股东无偿捐赠部分公司股份计划的公告 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、准确性和完整性承担法律责任。 重要内容提示： 一、股东捐赠情况概述 ● 公司股东的基本情况：截至本公告披露日，豪威集成电路（集团）股份有限公司（以下简称"公司"） 控股股东虞仁荣先生持有公司股份333,472,250股，占公司目前总股本的27.57%；公司股东宁波市虞仁 荣教育基金会（以下简称"教育基金会"）持有公司股份6,690,410股，占公司目前总股本的0.55%。 ● 本次捐赠计划的主要内容： 公司于2025年12月2日接到虞仁荣先生及教育基金会的通知，拟向大学基金会捐赠其持有的部分公司股 份，具体情况如下： 1、控股股东捐赠情况 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，虞仁荣先生计划向大 ...

"至真"减反射玻璃 普通玻璃 "至真"减反射玻璃是金晶科技采用磁控真空溅射镀膜工艺，创新研发生产的具有减反射功能的玻璃产 品，能够极大降低玻璃反光干扰，全景还原展品真色和自然质感，为用户创造至真视觉体验。上图左 侧风筝上方覆盖的是金晶"至真"减反射玻璃，右侧为普通玻璃。对比可见，前者透光率更高、反射率 更小。 信通电子大楼效果图 金晶科技建筑玻璃 金晶科技车间 新恒汇柔性引线框架产品 新恒汇蚀刻引线框架外观检测 从酥锅到烧烤，大街小巷弥漫着饮食男女的烟火气；比这烟火气更为浓烈的是——传承了千年的商业风 尚和热辣滚烫的科创"淄"味。冬日暖阳下，上海证券报调研小组走进淄博，近距离感受那跳动愈发强劲 的商业脉搏。 通商工之业，便鱼盐之利。早在春秋战国时期，因为得天独厚的渔业资源、矿产资源，以及东夷人 的"擅长百工"，淄博孕育了崇商重工的理念和发达商业，成为齐文化的核心发祥地。 近代以来，在重商传统的熏陶下，淄博成为重要的工业城市，铸就了中国第一片超白玻璃等开创行业先 河的工业利器。 当"利他"的传统商业理念、厚重的工业根基，遇到了人工智能、集成电路等高新技术，一场推陈出新、 卡位成链的创新浪潮涌动，形成了一个又一个 ...

Economic Overview - China's GDP is expected to reach 140 trillion yuan in 2025, solidifying its position as the world's second-largest economy [1] - The economy has shown resilience despite external uncertainties, with a GDP growth of 5.2% year-on-year in the first three quarters, an increase of 0.4 percentage points from the previous year [2] - The urban unemployment rate was recorded at 5.1% in October, a slight decrease from the previous month, while the Consumer Price Index (CPI) rose by 0.2% year-on-year, indicating overall price stability [2] Policy and Economic Stability - The Chinese government has implemented a series of policies aimed at stabilizing employment, businesses, and market expectations, contributing to steady economic progress [3] - Major financial institutions, including Goldman Sachs and Deutsche Bank, have raised their growth forecasts for China's economy, highlighting its robust performance [3] Innovation and Industry Development - Significant advancements in quantum computing and the establishment of a quantum technology ecosystem are emerging as new growth points for the economy [4][5] - The manufacturing sector remains strong, with the added value of equipment manufacturing accounting for over 35% of industrial output, and the energy transition is accelerating with one-third of electricity coming from green sources [8] Consumption and Domestic Market - The government aims to enhance the adaptability of supply and demand in consumer goods, promoting a virtuous cycle of consumption and industrial upgrades [8] - Recent policies have focused on reducing logistics costs and fostering a unified national market, enhancing domestic circulation [8] Foreign Investment and Global Confidence - Foreign investments continue to flow into China, with significant projects launched by companies like Danfoss and Medtronic, reflecting confidence in China's economic prospects [13] - Major international trade events have shown positive results, with the eighth China International Import Expo achieving a transaction value of $83.49 billion, a 4.4% increase from the previous year [13]

策略研究 证 券 研 究 报 告 【华创策略】 牛市下半场，实物再通胀 ——2026 年度投资策略 ❖ 百年变局看中国资产：从"看短做短"到"看长做长" 1）看短做短的背后是长期因子突变下估值体系的紊乱失效，"十四五"期间战 略防御的政策取向，是百年变局下的主动应对，预计"十五五"转向战略相持 进攻、看长做长。2）全球视角看人民币资产优势：①体制：财政足债务稳健、 旧经济出清早，率先双宽稳定扩张；②产业/人才：康波周期下制造产业链齐备 &科创人才红利；③估值：既看 GDP 也看 GNI，人民币国际化，全球 ERP 和 金本位视角看中国资产占优。3）续写增长奇迹的锚点：经济建设为中心，中 长期 GDP 提升路径：居民消费率+中产扩容。结束低价不仅是复苏更是焕发新 生。 ❖ 重塑估值体系：减重增肌的宏观范式、腾笼换鸟的 ROE、居民存款搬家 1）量增质弱的旧范式：地产银行主导的信贷脉冲→减重增肌的新范式：审慎 开支高效运转的高 ROE 权益回报。2）腾笼换鸟的 ROE：新旧动能转换。旧 经济地产链对 A 股 ROE 拖累基本结束，A 股 ROE 告别高杠杆驱动，转向科 技制造高利率、高周转、分红回购。结构转型实现 ...

本报讯天眼查App显示，近日，寒武纪智算科技（北京）有限公司成立，注册资本1亿元，经营范围包 括集成电路设计、集成电路芯片设计及服务等。股东信息显示，该公司由寒武纪全资持股。 （文章来源：证券日报） ...

2025 年 12 月 3 日，豪威集团（603501）公告股东无偿捐赠股份计划。公司控股股东虞仁荣（持股 333,472,250 股，占比 27.57%）拟向宁波东方理工大学教育基金会捐赠 3000 万股 无限售流通股（占比 2.48%），宁波市虞仁荣教育基金会（持股 6,690,410 股，占比 0.55%）拟捐赠 60 万股（占比 0.05%），以支持宁波东方理工大学建设及教育事业发展。 | 捐赠主体 | 虞仁荣 | 教育基金会 | | --- | --- | --- | | 计划捐赠数量(股) | 30,000,000 | 600,000 | | 计划捐赠数量占总股本比例 | 2.48% | 0.05% | | 捐赠方式 | 非交易过户(捐赠) | 非交易过户(捐赠) | | 股份来源 | IPO 前取得 | 2 公 愛爾取傳 榜上海 | | 股东名称 | 捐贈前 | | 捐赠后 | | | --- | --- | --- | --- | --- | | | 持股数量(股) | 持股比例 | 持股数量(股) | 持股比例 | | 虞仁荣 | 333,472,250 | 27.57% | 303,472 ...

2025浦东国际人才港论坛 集成电路产业人才论坛 将于12月6日在张江科学会堂举办 敬请期待！ 识别下方二维码 参与活动报名 03 产才报告， 为进一步促进集成电路国际人才交流与发展, 多维度探讨全球人才发展创新机遇与挑战,推动集 成电路产业高质量发展,由上海市浦东新区人才工 作局指导,上海张江高科技园区开发股份有限公司 主办,上海张江浩芯企业管理有限公司、复旦大学校 友总会集成电路行业分会承办的"2025浦东国际人 才港论坛 ·集成电路产业人才论坛"将于2025年12月 6日在上海张江科学会堂举行。 对集成电路领域人才 发展研究进行专业剖析 与数据解构,揭示行业动 向与成长路径。 时间地点 时间:2025年12月06日13:30-16:00(星期六) 地点：张江科学会堂（海科路1393号）二楼张江厅A LT 01 習演趋势， 关注产业人才吸引与 发展的新动向,呈现技术 成果落地应用的典范实 例,讲述具有启示意义的 创新历程。 02 精英共论, 融通未来 集结产业、学术与研 究领域的领军人物,展开 跨学科尖端科技的深入 探讨与理念交锋。 04 专项展区， 04 聚焦"芯"生态 14:15-14:30 光计算如 ...

Core Viewpoint - The article emphasizes the importance of key core technology breakthroughs in China's "14th Five-Year Plan" and outlines a strategic approach to achieve these breakthroughs through focused efforts in six critical areas [1][3][9]. Group 1: Strategic Focus Areas - The "14th Five-Year Plan" identifies six key areas for technology breakthroughs: integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing [3][9][21]. - These areas are strategically chosen to address urgent technological challenges and leverage new opportunities in the context of global technological competition [9][11][19]. Group 2: New Approaches and Measures - The plan proposes a "new type of national system" to enhance coordination and resource allocation for technology innovation, ensuring a unified effort across government and market sectors [23][25]. - "Extraordinary measures" will be implemented to overcome existing institutional barriers, focusing on urgent issues and mobilizing all available resources to achieve targeted breakthroughs [25][27]. Group 3: Comprehensive Chain Integration - A "full-chain approach" is advocated, integrating research, technology development, and industrial cultivation to ensure a seamless transition from innovation to market application [27][29]. - The integration of various chains, including industry, innovation, funding, and talent, is crucial for addressing past disconnects and ensuring effective collaboration [29]. Group 4: Investment and Progress - China's R&D investment is projected to exceed 3.6 trillion yuan in 2024, reflecting a 48% increase from 2020, with a focus on strengthening foundational research and innovation capabilities [19][21]. - The country has achieved significant milestones in key technology areas, moving from a position of following to leading in certain sectors, such as the production of ultra-thin steel materials [17][19].

人民财讯12月2日电，企查查APP显示，近日，忆安存储科技(浙江)有限公司成立，注册资本1000万元， 经营范围包含：集成电路制造；集成电路芯片设计及服务；集成电路芯片及产品销售等。企查查股权穿 透显示，该公司由菲林格尔（603226）等共同持股。 ...

Core Insights - The "14th Five-Year Plan" emphasizes the importance of key core technology breakthroughs, highlighting it as a crucial element for achieving high-quality development in China [1][3][12] - The plan outlines a shift from a broad approach to a more targeted strategy, focusing on six key areas for technological advancement [6][8][19] Summary by Categories Key Areas of Focus - The six major fields identified for concentrated efforts are integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing [8][9][12] - These areas are critical for overcoming existing technological bottlenecks and seizing new opportunities presented by technological revolutions [9][12] Strategic Approach - The plan introduces a "new proposal" and "new goals" for tackling key core technologies, emphasizing a comprehensive and integrated approach [3][5] - The strategy involves a "new type of national system" that promotes collaboration and resource allocation across various sectors to enhance innovation [19][20] Investment and Resources - By 2024, China's total R&D investment is projected to exceed 3.6 trillion yuan, a 48% increase from 2020, with a research intensity of 2.68%, surpassing the EU average [18] - The plan aims to strengthen both foundational research and the mechanisms that facilitate rapid technological advancement [18][20] Implementation Mechanisms - The strategy calls for "super-normal measures" to break existing constraints and accelerate reforms in technology development [20][21] - A full-chain approach is emphasized, ensuring that every link from research and development to industrial application is effectively integrated [21]