Core Viewpoint - Company "豪威集团" (Howey Group) is preparing for an IPO on the Hong Kong Stock Exchange after passing the listing hearing, having previously been listed on the A-share market with a market capitalization of 153 billion RMB [2][25]. Group 1: Company Overview - 豪威集团, formerly known as 韦尔股份, changed its name in June 2025 after acquiring three major image sensor chip design companies in 2019, establishing three business systems: image sensor solutions, display solutions, and analog solutions [3][25]. - The company reported a revenue of 191.90 billion RMB from its image sensor solutions in 2024, accounting for 74.76% of its main business revenue [3][25]. Group 2: Financial Performance - For the first nine months of 2025, the company achieved a revenue of 217.83 billion RMB, representing a year-on-year growth of 15.2%, with a net profit of 32.1 billion RMB, up 35% [8][30]. - The company's revenue for 2022, 2023, and 2024 was 200 billion RMB, 209.84 billion RMB, and 257 billion RMB, respectively, with corresponding gross profits of 47.41 billion RMB, 41.84 billion RMB, and 72.39 billion RMB [6][28]. - The net profit for 2022, 2023, and 2024 was 9.51 billion RMB, 5.44 billion RMB, and 32.79 billion RMB, with net profit margins of 4.8%, 2.6%, and 12.7% [6][28]. Group 3: Shareholder Structure - The major shareholder, 虞仁荣, controls 33.6% of the company's shares, with other significant shareholders including 香港中央结算有限公司 (11.77%) and 绍兴市韦豪股权投资基金合伙企业 (6.15%) [18][40]. - On December 9, 2025, the company announced a donation of 30 million shares (2.48% of total shares) to support educational initiatives, valued at approximately 3.8 billion RMB based on the company's market capitalization [21][43]. Group 4: Business Focus - 豪威集团 is a Fabless semiconductor design company with a global R&D network, focusing on sensor solutions, analog solutions, and display solutions to address technological challenges in various sectors including smartphones, automotive electronics, and IoT [5][27].

豪威集团12月12日大宗交易平台出现一笔成交，成交量10.00万股，成交金额1265.20万元，大宗交易成 交价为126.52元。该笔交易的买方营业部为上海证券有限责任公司静安区南京西路证券营业部，卖方营 业部为国泰海通证券股份有限公司总部。 进一步统计，近3个月内该股累计发生6笔大宗交易，合计成交金额为7834.76万元。 两融数据显示，该股最新融资余额为50.31亿元，近5日增加8326.82万元，增幅为1.68%。（数据宝） 12月12日豪威集团大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 10.00 | 1265.20 | 126.52 | 0.00 | 上海证券有限责任公司静安区 | 国泰海通证券股份 | | | | | | 南京西路证券营业部 | 有限公司总部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，豪威集团今日收盘价为126.52元，上涨3 ...

Group 1 - The company, OmniVision Technologies, is in the process of applying for the issuance of overseas listed foreign shares (H shares) and plans to list on the main board of the Hong Kong Stock Exchange [1] - The listing hearing by the Hong Kong Stock Exchange Listing Committee is scheduled for December 11, 2025, to review the company's application for issuance and listing [1] - The company has received a letter from the Hong Kong Stock Exchange indicating that the Listing Committee has reviewed the listing application, but this letter does not constitute formal approval for the listing [1] Group 2 - The China Securities Regulatory Commission published several overseas issuance listing filing notices on December 9, which included OmniVision Technologies [4] - OmniVision Technologies was founded in November 1994 and is one of the leading semiconductor design companies in China, successfully listed on the Shanghai Stock Exchange on May 4, 2017 [4] - The company possesses both semiconductor research and design capabilities as well as semiconductor distribution capabilities, with brands including OmniVision, Will Semiconductor, and Superpix [4]

12月12日，豪威集团大宗交易成交10万股，成交额1265.2万元，占当日总成交额的0.35%，成交价 126.52元，较市场收盘价126.52元持平。 ...

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-121 | | --- | --- | --- | | 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 公司本次发行上市的联席保荐人已于2025年12月12日收到香港联交所向其 发出的信函，其中指出香港联交所上市委员会已审阅公司的上市申请，但该信 函不构成正式的上市批准，香港联交所仍有对公司的上市申请提出进一步意见 的权力。 公司本次发行上市尚需取得香港证券及期货事务监察委员会和香港联交所 等相关监管机构、证券交易所的批准或核准，该事项仍存在不确定性。公司将 根据该事项的进展情况依法及时履行信息披露义务，敬请广大投资者注意投资 风险。 特此公告。 关于香港联交所审议公司发行H股的公告 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。 豪威集成电路（集团）股份有限公司（以下简称"公司"）正在进行申请 发行境外上市外资股（H股）并在香港联合交易所有限公司（以下简称"香港 联交所"）主板上市（以下简称"本次发行上市"） ...

Group 1 - The core viewpoint of the news is that the semiconductor sector, particularly the SMIC concept, has shown positive performance with a 2.61% increase, ranking 7th among concept sectors [1][2] - Within the SMIC concept sector, 73 stocks experienced gains, with notable performers including AnTai Technology, HaoWei Group, and ShengMei Shanghai, which saw increases of 10.91%, 10.63%, and 7.98% respectively [1][2] - Conversely, stocks such as DuoFluoride, Tianhua New Energy, and Kaide Quartz faced declines, with decreases of 8.09%, 4.19%, and 3.49% respectively [1][2] Group 2 - The SMIC concept sector attracted a net inflow of 432 million yuan from main funds, with 40 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [2][3] - AnTai Technology led the net inflow with 859 million yuan, followed by HaoWei Group, SMIC, and Nanda Optoelectronics with net inflows of 437 million yuan, 215 million yuan, and 192 million yuan respectively [2][3] - The net inflow ratios for leading stocks included AnTai Technology at 26.20%, BaiCheng Co. at 23.42%, and ShunNa Co. at 20.72% [3][4]

Group 1 - The core index of artificial intelligence, the CSI Artificial Intelligence Theme Index (930713), has seen an increase of 0.78% as of December 12, 2025, with notable gains in constituent stocks such as Chipone Technology (688521) up 5.73% and Beijing Junzheng (300223) up 5.26% [1] - JD.com is actively recruiting talent in the edge AI chip sector, focusing on integrated storage and computing AI chips intended for use in robotics and smart home appliances [1] - The "Shandong Province Artificial Intelligence Industry High-Quality Development Action Plan (2025-2027)" aims for the core AI industry in the province to exceed 200 billion yuan by 2027, with an average annual growth rate of over 30% [1] Group 2 - Dongfang Caifu Securities anticipates that next year will be a significant year for the expansion of domestic storage, recommending attention to the overall opportunities in the domestic storage industry chain, including NAND & DRAM semiconductor equipment and HBM storage chips [2] - The CSI Artificial Intelligence Theme Index tracks 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related stocks [2] - As of November 28, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 63.92% of the index, including companies like Zhongji Xuchuang (300308) and Hikvision (002415) [2]

豪威集团12月11日大宗交易平台出现一笔成交，成交量8.20万股，成交金额1009.99万元，大宗交易成交 价为123.17元，相对今日收盘价溢价1.15%。该笔交易的买方营业部为上海证券有限责任公司静安区南 京西路证券营业部，卖方营业部为国泰海通证券股份有限公司总部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为6569.56万元。 证券时报·数据宝统计显示，豪威集团今日收盘价为121.77元，下跌1.56%，日换手率为0.95%，成交额 为14.11亿元，全天主力资金净流出3961.96万元，近5日该股累计上涨1.90%，近5日资金合计净流入 3716.99万元。 两融数据显示，该股最新融资余额为49.67亿元，近5日增加804.66万元，增幅为0.16%。（数据宝） 12月11日豪威集团大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 8.20 | ...

Core Insights - The article highlights the recent approval of Hong Kong stock listing for three leading semiconductor companies: 澜起科技 (Lianqi Technology), 兆易创新 (Zhaoyi Innovation), and 豪威集成电路 (OmniVision Technologies), indicating the attractiveness of the Hong Kong market for core technology assets [1]. Group 1: Lianqi Technology - Lianqi Technology is the global leader in memory interface chips, planning to issue 130,204,100 shares, the largest among the three companies [3]. - The company has maintained its position as the top provider of DDR5 interface chips for six consecutive years, with a projected overall market share of 36.8% in 2024, and a DDR5 segment share of 40%-45%, leading international competitors by 6-12 months [3]. - Lianqi's "1+9" distributed buffer memory architecture has been adopted as an international standard by JEDEC, with the second-generation product set to launch in 2025, achieving a transmission speed of 12800MT/s and a performance increase of 45% [3]. - The funds raised from the Hong Kong listing will focus on enhancing AI computing chips and data center technology development, further solidifying its global market advantage [3]. Group 2: Zhaoyi Innovation - Zhaoyi Innovation has successfully penetrated the mainstream automotive supply chain with its automotive-grade products, and its DDR4 8Gb products are now in mass production [6]. - The company anticipates revenue contributions from LPDDR4 in the second half of 2025, with the funds from the Hong Kong listing primarily allocated to high-end automotive electronic chip R&D and expansion into the AI IoT market [6]. Group 3: OmniVision Technologies - OmniVision Technologies, a top semiconductor design company, plans to issue up to 73,670,200 shares [8]. - Founded in 1994 and listed on the Shanghai Stock Exchange in 2017, OmniVision is one of the few companies with both semiconductor R&D and distribution capabilities, owning well-known brands such as OmniVision, Will Semiconductor, and Superpix [8]. - The company's products, particularly in image sensors, are widely used in consumer electronics and automotive electronics, allowing it to maintain a significant position in the global market [8]. - The upcoming Hong Kong listing aims to attract international long-term capital, optimize the shareholder structure, and provide financial support for global business expansion [8].

Core Viewpoint - The announcement reveals that the Ningbo Dongfang University Education Foundation has acquired a total of 30.6 million unrestricted tradable shares of Haowei Group, increasing its stake to 5.89% of the company's total share capital [1][3]. Group 1: Share Acquisition Details - The 30.6 million shares acquired include 30 million shares donated by the controlling shareholder, Yu Renrong, and 600,000 shares donated by the Ningbo Yu Renrong Education Foundation, all of which are unrestricted tradable shares [3]. - The transfer of shares was conducted through a non-transactional transfer method within the judicial jurisdiction, without involving centralized bidding or block trading arrangements [3]. Group 2: Foundation and Shareholding Impact - The Ningbo Dongfang University Education Foundation is a non-profit organization focused on supporting educational initiatives, and its shareholding has increased to 5.89%, enhancing its influence in the company's equity structure [3]. - The announcement clarifies that there is no concerted action relationship between the foundation and the donor, ensuring independence in decision-making [3]. Group 3: Company Operations and Governance - Haowei Group specializes in CMOS image sensors and related solutions, with applications in smartphones, security monitoring, automotive electronics, and consumer electronics [3]. - The company has been focusing on high-pixel, automotive-grade, and machine vision technologies, expanding its mid-to-high-end product lines in mobile terminals, automotive electronics, and emerging scenarios [3]. - The share transfer does not result in any changes to the company's controlling shareholder or actual controller, maintaining stability in governance, operational activities, and daily management systems [3].