Group 1 - The core focus is on the listing process of Haowei Group's H-shares on the Hong Kong Stock Exchange, which is a significant recent event [1] - The company is advancing its H-share listing, with a board meeting scheduled for December 18, 2025, to review the global offering and listing matters [2] - The IPO plan aims to allocate 70% of the raised funds towards key technology research and development, which may significantly impact the company's capital structure and globalization strategy [2]

Group 1 - The core point of the article is that Hong Kong Stock Exchange data shows that on February 11, shareholders of Howie Group (603501)(00501) deposited shares into Goldman Sachs (Asia) Securities, with a market value of HKD 517 million, accounting for 9.74% [1] - Howie Group announced that on February 11, 2026, it will issue a total of approximately 11,400 shares due to the exercise of options [1] - Additionally, the company will issue and allocate 4.9411 million H-shares due to partial exercise of the over-allotment option [1]

Group 1 - The core point of the article is that Hong Kong Stock Exchange data reveals that on February 11, shareholders of OmniVision Technologies (00501) deposited shares worth HKD 517 million into Goldman Sachs (Asia) Securities, representing 9.74% of the total [1] - OmniVision Technologies announced the issuance of approximately 11,400 shares due to the exercise of options on February 11, 2026 [1] - The company also issued and allocated 4.9411 million H-shares due to partial exercise of the over-allotment option [1]

Core Viewpoint - The company,豪威集团, announced the issuance of approximately 11,400 shares due to the exercise of options and an additional 4.9411 million H-shares due to partial exercise of the over-allotment option on February 11, 2026 [1] Group 1 - The total number of shares issued due to option exercise is approximately 11,400 [1] - The company issued and allocated 4.9411 million H-shares as a result of the partial exercise of the over-allotment option [1]

Core Viewpoint - The announcement from Glory Group (603501) indicates the issuance of approximately 11,400 shares due to the exercise of options and an additional issuance of 4.9411 million H-shares due to partial exercise of the over-allotment option [1] Group 1 - Glory Group will issue approximately 11,400 shares on February 11, 2026, as a result of options being exercised [1] - The company will also issue and allocate 4.9411 million H-shares due to the partial exercise of the over-allotment option [1]

Group 1 - The company,豪威集团, stated that it will disclose the number of shareholders at relevant points in its periodic reports [1]

Core Viewpoint - The company, Hawkeye Group, has confirmed that its LCOS products are being utilized in the wavelength-selective switch (WSS) sector, showcasing superior spectral flexibility and scalability, as well as adaptability to flexible grid architectures [1] Group 1: Product Application and Performance - The LCOS technology is being mass-produced globally and is noted for its unique performance characteristics in AI data center optical circuit switching (OCS) due to its solid-state nature without mechanical moving parts [1] - By applying different voltages to alter the arrangement of liquid crystal molecules, the LCOS technology can modulate the phase of incoming light, effectively directing beams to specified output ports, similar to programmable diffraction gratings [1] Group 2: Market Demand and Future Prospects - With the explosive growth in demand for OCS in AI data centers, LCOS products are expected to play a crucial role in high-speed, efficient optical interconnects, large port switching matrices, reducing data center power consumption, and enhancing network transmission speed and reliability [1] - Specific collaboration details with certain clients remain confidential due to non-disclosure agreements [1]

| 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2026-009 | | --- | --- | --- | | 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 关于可转换公司债券转股价格调整暨转股停牌的公告 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。 根据公司《公开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"） 的相关规定，在"韦尔转债"发行后，若公司发生派送红股、转增股本、增发新股（不 包括因本次发行的可转债转股而增加的股本）、配股以及派发现金股利等情况，将 对转股价格进行调整。 重要内容提示： 因豪威集成电路（集团）股份有限公司（以下简称"公司"）在香港联合交易所 有限公司（以下简称"香港联交所"）挂牌并上市交易的超额配售权已于 2026 年 2 月 6 日部分行使并于 2026 年 2 月 11 日上市交易，共增发 4,941,100 股 H 股，本公 司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 ...

Core Viewpoint - The company has announced that its LCOS products are now being mass-produced and utilized globally in the wavelength selective switch (WSS) sector, showcasing superior spectral flexibility, higher scalability, and adaptability to flexible grid architectures [1] Group 1 - The company's LCOS products are applicable in the WSS field [1] - The products demonstrate excellent spectral flexibility and higher scalability [1] - The adaptability to flexible grid architectures is a key feature of the products [1] Group 2 - Specific collaboration details with certain clients are restricted due to confidentiality agreements [1]

Core Viewpoint - The simultaneous release of refinancing optimization measures by Shanghai, Shenzhen, and Beijing stock exchanges marks a significant transformation in China's capital market, aimed at enhancing capital allocation efficiency and reshaping the A-share market landscape [1]. Group 1: Policy Framework and Differences - The policy frameworks of the three exchanges are highly similar, focusing on "supporting the strong, limiting the weak, promoting innovation, and enhancing convenience and regulation" [2]. - Shanghai Stock Exchange emphasizes "main board" characteristics, tailoring financing rules for large, mature technology companies [2]. - Shenzhen Stock Exchange adopts a bolder stance on supporting technology innovation, easing fundraising restrictions for growth-oriented enterprises [2]. - Beijing Stock Exchange focuses on "innovative small and medium-sized enterprises," addressing their financing challenges with flexible policies [2]. Group 2: Strategic Insights on Separate Announcements - The decision to release policies on the same day rather than a joint announcement reflects the nuanced wisdom of tiered regulation in China's capital market [3]. - Different market positioning allows each exchange to cater to the unique characteristics and needs of the enterprises they serve, avoiding a one-size-fits-all approach [3]. - The simultaneous release creates a strong policy resonance, reinforcing market perception of deepening capital market reforms while maintaining the distinct identities of each exchange [3]. Group 3: Deep Impacts on Market Perception - The new measures aim to shift the long-standing fear of "blood-sucking" effects of refinancing, which was believed to drain market funds and destabilize the market [4]. - The principle of "supporting the strong, limiting the weak" will act as a catalyst for market differentiation, favoring quality companies, especially in hard technology, while raising barriers for poorly performing firms [4]. - The policy directs resources towards "new productive forces," providing strong support for leading companies in sectors like semiconductors, AI, biomedicine, and high-end manufacturing [5]. - Allowing companies that have experienced stock price declines to raise funds through methods like private placements and convertible bonds offers a lifeline to solid businesses facing temporary challenges [6]. - A complete regulatory loop is established, tightening post-fundraising supervision while relaxing initial approvals, transforming refinancing from a mere "money-raising tool" to an "engine" for corporate development [7]. Group 4: Implications for Investors - The coordinated actions of the three exchanges signify the entry of China's refinancing mechanism into a "precise drip irrigation" era, providing tailored financing support for different types of enterprises [8]. - Investors are advised to focus on genuinely innovative and well-governed companies while avoiding those that merely chase trends without substance [8]. - The transformation of refinancing from a "blood-sucking machine" to a "blood-producing pump" is expected to enhance the value discovery function of the A-share market, leading to a healthier and more vibrant capital market [8].