财务数据显示，2025年前三季度，芯迈半导体实现收入约为14.58亿元，对应实现净利约为-2.34亿元。 港交所官网显示，2025年6月30日，芯迈半导体曾向港交所递交过上市申请材料，不过最终失效。 据了解，芯迈半导体是一家功率半导体公司，核心业务涵盖功率半导体领域内电源管理IC和功率器件的 研发、设计、工艺开发和销售。按过去十年的总出货量计算，公司在全球OLED显示PMIC市场排名第1 位。 北京商报讯（记者 马换换 王蔓蕾）前次递表失效后，1月7日，港交所官网显示，芯迈半导体技术（杭 州）股份有限公司（以下简称"芯迈半导体"）再度提交了上市申请材料。 ...

1月6日，豪威集团涨1.68%，成交额28.13亿元。两融数据显示，当日豪威集团获融资买入额3.56亿元， 融资偿还3.34亿元，融资净买入2214.98万元。截至1月6日，豪威集团融资融券余额合计50.45亿元。 融券方面，豪威集团1月6日融券偿还1.00万股，融券卖出1.39万股，按当日收盘价计算，卖出金额 181.95万元；融券余量12.22万股，融券余额1599.27万元，超过近一年90%分位水平，处于高位。 资料显示，豪威集成电路(集团)股份有限公司位于上海市浦东新区上科路88号东楼,香港铜锣湾希慎道33 号利园1期19楼1912室，成立日期2007年5月15日，上市日期2017年5月4日，公司主营业务涉及半导体分 立器件和电源管理IC等半导体产品的研发设计,以及被动件(包括电阻、电容、电感等)、结构器件、分立 器件和IC等半导体产品的分销业务。主营业务收入构成为：半导体设计销售82.92%，半导体代理销售 16.58%，半导体设计技术服务0.39%，租赁收入0.08%，其他0.03%。 机构持仓方面，截止2025年9月30日，豪威集团十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1 ...

12月31日，雅创电子跌1.02%，截至发稿，报42.84元/股，成交1.11亿元，换手率2.87%，总市值62.83亿 元。雅创电子股价已经连续3天下跌，区间累计跌幅2.26%。 责任编辑：小浪快报 鑫元国证2000指数增强A（018579）成立日期2023年8月10日，最新规模9430.95万。今年以来收益 37.1%，同类排名1279/4189；近一年收益33.28%，同类排名1330/4188；成立以来收益37.81%。 鑫元国证2000指数增强A（018579）基金经理为刘宇涛。 截至发稿，刘宇涛累计任职时间3年104天，现任基金资产总规模15.52亿元，任职期间最佳基金回报 37.83%， 任职期间最差基金回报-13.62%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，上海雅创电子集团股份有限公司位于上海市闵行区春光路99弄62号2-3楼及402-405室，成立 日期2008年1月14日，上市日期2021年11月22日，公司主营业务涉及汽车领域 ...

截至12月10日，雅创电子股东户数2.00万，较上期增加0.00%；人均流通股4489股，较上期增加0.00%。 2025年1月-9月，雅创电子实现营业收入46.55亿元，同比增长105.27%；归母净利润8276.63万元，同比 减少19.29%。 分红方面，雅创电子A股上市后累计派现1.02亿元。近三年，累计派现7805.17万元。 机构持仓方面，截止2025年9月30日，雅创电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股222.03万股，为新进股东。上海证券有限责任公司位居第八大流通股东，持股39.99万股， 为新进股东。华宝动力组合混合A（240004）、华宝行业精选混合（240010）、申万菱信智能汽车A （012210）退出十大流通股东之列。 12月24日，雅创电子（维权）涨1.26%，成交额1.60亿元。两融数据显示，当日雅创电子获融资买入额 2008.79万元，融资偿还2411.97万元，融资净买入-403.18万元。截至12月24日，雅创电子融资融券余额 合计2.34亿元。 融资方面，雅创电子当日融资买入2008.79万元。当前融资余额2.34亿元，占流通市值的3.61% ...

12月23日，雅创电子（维权）跌1.49%，成交额1.75亿元。两融数据显示，当日雅创电子获融资买入额 1998.95万元，融资偿还1521.36万元，融资净买入477.60万元。截至12月23日，雅创电子融资融券余额 合计2.38亿元。 分红方面，雅创电子A股上市后累计派现1.02亿元。近三年，累计派现7805.17万元。 融券方面，雅创电子12月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量7200.00股，融券余额31.36万元，超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，雅创电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股222.03万股，为新进股东。上海证券有限责任公司位居第八大流通股东，持股39.99万股， 为新进股东。华宝动力组合混合A（240004）、华宝行业精选混合（240010）、申万菱信智能汽车A （012210）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，上海雅创电子集团股份有限公司位于上海市闵行区春光路99弄62号2-3楼及402-405室，成立 日期2008年1月14日，上 ...

Group 1 - The core point of the news is that Yu Renrong, the controlling shareholder of Haowei Group, plans to donate 30 million shares to the Ningbo Dongfang University Education Foundation, which represents 2.48% of the company's total share capital, with an estimated market value exceeding 3.7 billion yuan [1] - Following the donation, Yu Renrong's shareholding will decrease to 303 million shares, reducing his ownership percentage from 27.57% to 25.09%, while the Education Foundation's shareholding will increase to 5.89%, making it a significant shareholder [1] - This is not the first time Yu Renrong has donated shares; since 2023, he and his associates have donated over 80 million shares to the Education Foundation [1] Group 2 - Ningbo Dongfang University was officially established on November 28, 2025, with a total investment of 46 billion yuan, of which the Ningbo municipal government contributed 16 billion yuan and Yu Renrong's foundation donated 30 billion yuan [2] - Yu Renrong is a Ningbo entrepreneur who initiated the school founding plan in 2020 and was recognized as "China's Philanthropist" in 2024 for his donations totaling 5.3 billion yuan [3] - Haowei Group, founded in 2007, specializes in chip design and holds a significant market share in the global CMOS market, with a current market capitalization of 144.9 billion yuan [3] Group 3 - In the first three quarters of the year, Haowei Group achieved a revenue of 21.783 billion yuan, a year-on-year increase of 15.2%, and a net profit attributable to shareholders of 3.21 billion yuan, up 35.15% year-on-year [3] - For the third quarter alone, the company reported a revenue of 7.827 billion yuan, reflecting a year-on-year growth of 14.81%, and a net profit of 1.182 billion yuan, which is a 17.26% increase compared to the same period last year [3]

Core Viewpoint - The controlling shareholder of Haowei Group, Yu Renrong, plans to donate 30 million shares of the company, representing 2.48% of the total share capital, to the Ningbo Dongfang University Education Foundation, which will increase the foundation's shareholding from 3.36% to 5.89% [1][3]. Shareholding Changes - After the donation, Yu Renrong's shareholding will decrease from 27.57% to 25.09%, while the Education Foundation's shareholding will drop from 0.55% to 0.50% [3][4]. - The donation is valued at over 3.6 billion yuan based on the closing price of 121.08 yuan per share [4]. Previous Donations - This is not the first donation by Yu Renrong to the Education Foundation; he has previously donated a total of 50 million shares, valued at approximately 5.3 billion yuan, over the past year [8]. - The Ningbo Dongfang University was established with significant investment, including 300 billion yuan donated by Yu Renrong's foundation [8][10]. Company Overview - Haowei Group specializes in chip design, including semiconductor discrete devices and power management ICs, with a market capitalization exceeding 146.4 billion yuan [11]. - For the first three quarters of the year, Haowei Group reported a revenue of 21.783 billion yuan, a year-on-year increase of 15.2%, and a net profit attributable to shareholders of 3.21 billion yuan, up 35.15% [11].

Core Viewpoint - The controlling shareholder of Haowei Group, Yu Renrong, plans to donate 30 million shares of the company, representing 2.48% of the total share capital, to the Ningbo Dongfang University Education Foundation without compensation [1][3]. Shareholding Changes - After the donation, Yu Renrong's shareholding will decrease from 27.57% to 25.09%, while the Education Foundation's shareholding will drop from 0.55% to 0.50%, and the University Foundation's shareholding will increase from 3.36% to 5.89% [3][4]. Donation Value - Based on the closing price of 121.08 yuan per share, the donation is valued at over 3.6 billion yuan [4]. Previous Donations - This is not the first donation by Yu Renrong to the Education Foundation; he has donated a total of 50 million shares over the past year, valued at approximately 5.3 billion yuan at the time of donation [7]. University Background - Ningbo Dongfang University, which received approval from the Ministry of Education to establish in June this year, aims to serve national development and social progress, focusing on basic research and engineering technology [9]. Company Overview - Haowei Group specializes in chip design, including semiconductor discrete devices and power management ICs, with a market capitalization exceeding 146.4 billion yuan [10]. - For the first three quarters of this year, the company reported revenue of 21.783 billion yuan, a year-on-year increase of 15.2%, and a net profit attributable to shareholders of 3.21 billion yuan, up 35.15% year-on-year [10].

Core Viewpoint - The stock price of Haowei Group has shown fluctuations, with a current price of 119.30 CNY per share, reflecting a year-to-date increase of 14.94% and a recent decline over the past 20 and 60 days [1] Company Overview - Haowei Group, established on May 15, 2007, and listed on May 4, 2017, is located in Shanghai and specializes in semiconductor products, including discrete devices and power management ICs [1] - The company's revenue composition includes 82.92% from semiconductor design sales, 16.58% from semiconductor agency sales, and minor contributions from other services [1] Financial Performance - For the period from January to September 2025, Haowei Group reported a revenue of 21.783 billion CNY, marking a year-on-year growth of 15.20%, and a net profit attributable to shareholders of 3.210 billion CNY, reflecting a 35.15% increase [2] - Cumulative cash dividends since the A-share listing amount to 2.146 billion CNY, with 1.253 billion CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 170,500, with an average of 7,074 circulating shares per person, a decrease of 16.23% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 142 million shares, and various ETFs, with some experiencing changes in their holdings [3]

Core Insights - Major international companies are investing heavily in AI self-developed chips, creating new business opportunities. MediaTek is leveraging its years of R&D strength to enter the ASIC design service market, targeting high-end orders and expanding into the AI sector within cloud data centers [1][2]. Group 1: Market Potential and Growth - MediaTek has revised its total addressable market (TAM) for data center ASICs from $40 billion to $50 billion, driven by increased capital expenditures from cloud service providers [2][3]. - The company aims to capture a market share of approximately 10% to 15% within the next two years, with expectations of steady growth even if its market share remains stable [2][3]. Group 2: Project Developments - MediaTek's first ASIC project is expected to contribute several billion dollars in revenue starting in 2027, with a second project anticipated to begin generating revenue in 2028 [2][3]. - The company is actively engaging with a second large-scale data center operator to discuss new ASIC projects, indicating strong confidence in future business growth [1][2]. Group 3: Technological Advancements - MediaTek is investing in key areas such as high-speed interconnects and silicon photonics, alongside advancing 2nm process technology and 3.5D packaging to build a comprehensive high-performance computing platform [3]. - The company emphasizes its long-term technological foundation and R&D investments as key advantages in the ASIC field, enhancing its capabilities in design and supply chain management [2][3]. Group 4: Competitive Landscape - The AI ASIC market is projected to grow significantly, with estimates suggesting it will increase from $12 billion in 2024 to $30 billion by 2027, reflecting a compound annual growth rate of 34% [5]. - Major tech companies, including Google, Tesla, and Amazon, are heavily investing in ASIC chip development, indicating a competitive and rapidly evolving market landscape [5][6].