假设最高发售价为每股H股104.80港元及超额配售权未获行使，估计公司将从全球发售收到所得款项净 额约46.932亿港元。其中，所得款项净额的约70%将在未来五至十年用于投资关键技术的研发，保证公 司在先进传感技术、先进显示技术及模拟解决方案的持续领先地位。公司计划通过投资基础研究来进一 步加强公司的研发，以加强公司的知识产权及技术优势，同时扩展公司的产品组合，以提高市场渗透； 约10%将在未来五至十年用于强化全球市场渗透及业务扩张。公司计划深化目标市场布局、扩大客户群 并提升公司在所有参与领域的市场份额。公司计划在全球招聘和挽留销售人员、营销人员和FAE；约 10%将用于战略投资及╱或收购，重点聚焦能与公司现有产品组合产生协同效应及支持向新兴领域横向 拓展的投资和收购机遇；约10%将用于营运资金及一般公司用途。 公司已订立基石投资协议，据此，基石投资者已同意在若干条件的规限下按发售价认购或促使其指定实 体认购总金额约2.794亿美元(或约21.736亿港元)可购买的发售股份数目。按发售价每股发售股份104.80 港元计算，基石投资者将予认购的发售股份总数将为2074.02万股。基石投资者包括Wildlife ...

我们的收入由2022年的人民币200亿元增长4.7%至2023年的人民币210亿元，并在2024年增长22.5%至人 民币257亿元。我们的收入由截至2024年6月30日止6个月的人民币121亿元增长15.3%至截至2025年6月 30日止6个月的人民币139亿元。 我们已与基石投资者Wildlife Willow Limited、UBS AM Singapore、FOL、华勤通讯香港有限公司(华勤 通讯)、天进贸易有限公司(天进)、Pudong Science and Technology(Cayman)Co.,Ltd.(PST)、JSC International Investment Fund SPC、Ghisallo Fund Master Ltd(Ghisallo)、大家人寿及中邮理财有限责任公 司(中邮理财)订立基石投资协议，基石投资者已同意在若干条件的规限下按发售价认购或促使其指定实 体认购总金额约2.79亿美元可购买的发售股份数目。 豪威集团（603501）(00501)于2025年12月31日至2026年1月7日招股，公司拟全球发售4580万股H股，其 中，香港发售占10%，国际发售占90% ...

我们是一家全球化Fabless半导体设计公司，而CMOS图像传感器(CIS)是我们的主要产品。我们凭藉专 有技术、多样化的产品和解决方案组合、灵活的Fabless业务模式、广泛的客户网络和供应链生态系统而 闻名。 我们已与基石投资者Wildlife Willow Limited、UBS AM Singapore、FOL、华勤通讯香港有限公司(华勤 通讯)、天进贸易有限公司(天进)、Pudong Science and Technology (Cayman) Co., Ltd.(PST)、JSC International Investment Fund SPC、Ghisallo Fund Master Ltd(Ghisallo)、大家人寿及中邮理财有限责任公 司(中邮理财)订立基石投资协议，基石投资者已同意在若干条件的规限下按发售价认购或促使其指定实 体认购总金额约2.79亿美元可购买的发售股份数目。 我们相信，基石配售显示我们的基石投资者对本公司及其业务前景充满信心，且基石配售将有助提升本 公司的知名度。本公司于其日常运营过程中通过本集团的业务网络或通过本公司业务伙伴或全球发售中 整体协调人的介绍结识各基石 ...

两年前，公司还曾尝试在A股上市。2023年6月，长光辰芯向上交所科创板递交了上市申请， 并经历过问询，但是在2025年1月突然宣布终止。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 获悉，长春长光辰芯微电子股份有限公司（简称"长光辰芯"）于12月19日向港交所递交了招 股书。 此前公司曾于2025年6月首次递表，但因招股书满6个月失效而重新提交。 张艳霞博士今年46岁，目前担任副总经理、董事会秘书、营运总监、执行董事、联席公司秘 书，她与王欣洋在本科与博士阶段是同学。 张博士于2013年2月加入公司，此前，她曾在Phi l ips Electronics Nederland BV、 Mapper Lithography BV等公司工作。 长光辰芯是一家CMOS图像传感器(CIS)提供商，以无晶圆厂模式营运。 公司可提供九大产品系列及50余款标准产品，公司的产品在提高工业相机、科学相机、专业电 影摄影机的性能和成像质量方面，发挥着重要的作用。 招股书称，主要是考虑到A股上市审核流程较长、整体市场情绪、以及全球化的战略定位调整 等因素，公 ...

Gpixel Changchun Microelectronics Inc. 長春長光辰芯微電子股份有限公司 聯席保薦人、[編纂]、[編纂]、[編纂]及[編纂] (於中華人民共和國註冊成立的股份有限公司) [編纂] 据港交所12月19日披露，长春长光辰芯微电子股份有限公司(简称：长光辰芯)向港交所主板提交上市申请，中信证券、国 泰君安融资有限公司为其联席保荐人。这是该公司年内第二次递表，公司曾于6月19目向港交所递交过上市申请。招股书 显示，长光辰芯是CMOS图像传感器(CIS)提供商。公司一直专注于CIS的研发，所提供的九大产品系列，广泛适用于工业 成像、科学成像、专业影像和医疗成像等先进技术领域。根据弗若斯特沙利文的资料，就2024年的工业成像收入而言， 公司在全球CIS公司中排名第三，占全球市场份额的15.2%。 《中信证券 或 泰 國泰君安國際 GUOTAL HAITONG [编纂]的[编纂]數目 [編纂]股H股(視乎[編纂]行使與否而定) : [编纂]數目 [编纂]股H股(可予[编纂]) .. [编纂]股H股(可予[编纂]及視乎[編纂]行使與否而 [编纂]數目 : 定) [编纂] : 每股H股[編纂 ...

市场消息指，日前已通过联交所上市聆讯的集成电路制程图像感应器(CIS)龙头豪威集团（603501） (603501.SH)已开始预路演，以评估投资者的兴趣，此次计划集资约10亿美元(约78亿港元)。 据该公司12月9日取得的中国证监会上市备案显示，此次在港拟发行不多于7,367.02万股股份。 招股书显示，豪威集团是一家全球化Fabless半导体设计公司，而CMOS图像传感器(CIS)是集团的主要 产品。集团凭借专有技术、多样化的产品和解决方案组合、灵活的Fabless业务模式、广泛的客户网络和 供应链生态系统而闻名。 目前，豪威集团主要从事三大业务线：图像传感器解决方案、显示解决方案以及模拟解决方案，集团也 在持续扩大产品和解决方案品类和覆盖范围，从而服务智能手机、汽车、医疗、安防及新兴市场(机器 视觉、智能眼镜及端侧AI)等高增长行业。 财务方面，于2022年度、2023年度、2024年度以及2025年1-6月，豪威集团实现收入分别约为200.4亿 元、209.84亿元、257.07亿元以及139.44亿元人民币;同期年内利润分别为9.51亿元、5.44亿元、32.79亿 元以及20.2亿元人民币。 此次 ...

Core Insights - Yingstone Innovation reported a significant increase in R&D investment, exceeding 1 billion yuan in the first three quarters, surpassing its total profit for the previous year, which was 999.5 million yuan in 2024 [1] - The Sci-Tech Innovation Board, where Yingstone was listed, focuses on supporting high-tech industries and companies with strong technological innovation and stable business models [1] R&D Investment Trends - Among 35 companies on the ChiNext board with a net profit over 500 million yuan last year, 10 companies reported R&D investments exceeding their entire net profit from the previous year [2] - 22 companies had R&D expenses accounting for over 10% of their revenue, with 9 of those exceeding 20% [2] Leading Companies in R&D Investment - The top five companies in R&D investment for the first three quarters include Haiguang Information, Zhongwei Company, Transsion Holdings, United Imaging Healthcare, and Baile Tianheng, with the first three being in the electronics sector, particularly in semiconductor chip design and manufacturing [4][6] - Haiguang Information led with an R&D investment of 2.935 billion yuan, representing 30.92% of its revenue, and its net profit reached 1.961 billion yuan in the first three quarters, exceeding its total profit from the previous year [6] Biopharmaceutical Sector Insights - Baile Tianheng, a biopharmaceutical company, reported an R&D investment of 1.772 billion yuan, a 90.23% increase year-on-year, accounting for 85.79% of its revenue [8] - Despite high R&D spending, Baile Tianheng's revenue dropped by 63.52% to 2.066 billion yuan, resulting in a net loss of 495 million yuan [8] Semiconductor Industry Focus - Several companies, including Jinghe Integrated, Zhongwei Company, and Haiguang Information, have made "All in" investments in R&D, with their expenditures surpassing last year's net profits [10] - Jinghe Integrated's R&D investment reached 1.079 billion yuan, more than double its previous year's net profit, while Zhongwei Company invested 2.523 billion yuan, 156% of its last year's net profit [12] Digital Chip Design Developments - Companies like Fudan Microelectronics and Amlogic have also invested heavily in R&D, exceeding their previous year's net profits [13] - The focus on artificial intelligence and high-performance computing is driving significant growth in the semiconductor sector, with a strong emphasis on domestic production and technological independence [13]

Core Viewpoint - The company, Jinghe Integrated Circuit (688249), is planning to issue H-shares and list on the Hong Kong Stock Exchange to optimize its capital structure and broaden financing channels, without changing the control of its major shareholders [2] Group 1: Company Overview - Jinghe Integrated Circuit is one of China's leading semiconductor foundries, established in May 2015, and is the first 12-inch wafer foundry in Anhui Province [2] - The company officially listed on the STAR Market in May 2023 and primarily engages in 12-inch wafer foundry services, with capabilities in various technology platforms including DDIC, CIS, PMIC, MCU, and Logic [2] - The company has achieved mass production of products such as display driver chips (DDIC), CMOS image sensors (CIS), microcontrollers (MCU), power management ICs (PMIC), and logic applications, which are widely used in consumer electronics, smartphones, smart home appliances, security, industrial control, and automotive electronics [2] Group 2: Recent Developments - The company has successfully achieved mass production of its 40nm high-voltage OLED display driver chips and 55nm full-process stacked CIS chips, with 28nm OLED display driver chips and 28nm logic chips expected to enter risk mass production by the end of this year [3] - In July, Jinghe Integrated Circuit accelerated its capital market activities, with several semiconductor companies, including Chipsea Technology and Lattice Semiconductor, also disclosing plans for Hong Kong IPOs [3] Group 3: Shareholder Changes - On the same day Jinghe Integrated Circuit announced its Hong Kong IPO, Huakin Technology, the largest mobile ODM manufacturer in China, announced a cash acquisition of 120 million shares (6% of total shares) from the Taiwanese-backed investor, Liching Innovation Investment, for 2.39 billion yuan, at a price of 19.88 yuan per share, a 10% discount to the market price [3][4] - Following the transaction, Huakin Technology will become the fourth-largest shareholder of Jinghe Integrated Circuit and gain a board nomination seat, while Liching Innovation's shareholding will decrease to 13.08% [4] Group 4: Financial Performance - In 2024, Jinghe Integrated Circuit reported approximately 9.249 billion yuan in revenue, a year-on-year increase of 27.69%, attributed to the favorable semiconductor industry conditions and increased sales [5] - The net profit attributable to shareholders was approximately 533 million yuan, a significant year-on-year increase of 151.78% [5] - In Q1 2025, the company achieved approximately 2.568 billion yuan in revenue, a year-on-year increase of 15.25%, with a net profit of approximately 135 million yuan, reflecting a 70.92% year-on-year growth [6] Group 5: Market Position - As of August 1, Jinghe Integrated Circuit's stock closed at 21.57 yuan per share, with a market capitalization of 43.3 billion yuan [7]

Summary of Key Points Core Viewpoint Hefei Jinghe Integrated Circuit Co., Ltd. is planning to transfer the ownership of its photomask-related technology, with an assessed market value of approximately 277.32 million yuan, to establish an independent photomask business entity in collaboration with other investors [2][8]. Group 1: Company Overview - Hefei Jinghe Integrated Circuit Co., Ltd. was established on May 19, 2015, with a registered capital of 2,006.14 million yuan and is located in Hefei, Anhui Province [3][4]. - The company focuses on the research, production, and sales of integrated circuit-related products and is recognized as the first 12-inch wafer foundry enterprise in Anhui Province [3][4]. - The company went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board in May 2023, marking a significant milestone as the first pure wafer foundry enterprise in Anhui to enter the capital market [3][4]. Group 2: Technology Transfer and Valuation - The purpose of the asset valuation is to provide a reference for the market value of the photomask-related technology that the company intends to transfer, facilitating the establishment of a new business entity [2][8]. - The assessed market value of the photomask-related technology is 277.32 million yuan, based on the income approach, with the valuation date set for January 31, 2025 [2][8]. - The evaluation includes 24 patents and 73 proprietary technologies, with 20 invention patents and 4 utility model patents among them [3][4]. Group 3: Assessment Methodology - The income approach was selected for the valuation due to the absence of comparable market transactions and the inadequacy of historical cost data to reflect the technology's value [7][8]. - The valuation process involved estimating future expected revenues from the technology and discounting them to present value, using a specific formula to calculate the assessed value [8]. - The assessment was conducted by Beijing Zhongqi Hua Asset Appraisal Co., Ltd., ensuring compliance with relevant laws and regulations [2][7].