豪威集成电路（集团）股份有限公司 简式权益变动报告书 上市公司名称：豪威集成电路（集团）股份有限公司 股票上市地点：上海证券交易所 宁波东方理工大学教育基金会 住所：浙江省宁波市镇海区 通讯地址：浙江省宁波市镇海区同心路 568 号 股份变动性质：持股比例增加 签署日期：二〇二五年十二月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司 信息披露内容与格式准则第 15 号—权益变动报告书》（以下简称"《15 号准则》"） 及相关的法律、法规编制本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 股票简称：豪威集团 股票代码：603501 信息披露义务人： 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权其他任何人提供未在本报告书列载的信息和对本报告书做出任 何解释或者说明。 五、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏， 并对其真实性、准确性、完整 ...

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 行境外上市股份（H 股）并在香港联合交易所有限公司（以下简称"香港联合交 易所"）主板上市的相关工作（以下简称"本次境外发行上市"），公司于近日收 到中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于豪威集成 电路（集团）股份有限公司境外发行上市备案通知书》（国合函〔2025〕2208 号） （以下简称"备案通知书"）。备案通知书主要内容如下： 一、公司拟发行不超过 73,670,200 股境外上市普通股并在香港联合交易所上 市。 | 证券代码：603501 | 证券简称：豪威集团 公告编号：2025-119 | | --- | --- | | 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 关于发行境外上市股份（H 股）获中国证监会备案的公告 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。 1 不确定性。公司将根据该事项的进展情况，严格按照法律法规的规定与要求，及 时履行信息披露义务，敬请广大投资者注意投资风险 ...

每经AI快讯，12月9日，豪威集团（603501）(603501.SH)公告称，公司控股股东虞仁荣先生未减持公司 股份，并决定提前终止减持计划。虞仁荣先生原计划通过大宗交易方式减持不超过2400万股，即不超过 公司当时总股本的1.99%。但截至公告披露日，虞仁荣先生未进行任何减持操作。 ...

豪威集团公告，公司控股股东虞仁荣先生未减持公司股份并提前终止减持计划。虞仁荣先生持有公司股 份3.03亿股，占公司总股本的25.09%。此前，虞仁荣先生计划在2025年10月29日至2026年1月28日期间 通过大宗交易方式减持不超过2400万股，即不超过公司总股本的1.99%。截至公告披露日，虞仁荣先生 未实施任何减持行为，决定提前终止减持计划。 ...

豪威集团港股上市获中国证监会备案。 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued multiple overseas listing registration notices, indicating a trend of companies seeking to go public in Hong Kong. Group 1: Company Listings - OmniVision Technologies, Inc. plans to issue up to 73,670,200 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] - GigaDevice Semiconductor Inc. intends to issue up to 51,796,900 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] - Nanjing Estun Automation Co., Ltd. aims to issue up to 176,765,200 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1]

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - The consumer electronics sector is experiencing significant growth, driven by advancements in AI technology and the release of new AI-enabled smartphones by major manufacturers [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown a strong upward trend, with notable increases in key component stocks [1][2] Group 1: Market Performance - As of December 8, 2025, the China Securities Consumer Electronics Theme Index (931494) rose by 2.95%, with significant gains in component stocks such as Lixun Precision (002475) and East Mountain Precision (002384) [1] - The Consumer Electronics ETF (561600) also increased by 2.83%, marking its third consecutive rise [1] Group 2: AI Integration in Consumer Electronics - Major smartphone manufacturers, including Apple, Vivo, OPPO, and Honor, have been focusing on AI capability upgrades, launching new flagship models with AI features since October [1] - ByteDance and ZTE are collaborating to develop an AI smartphone, indicating a trend towards integrating content ecosystems with hardware [1] Group 3: Government Initiatives and Market Trends - A joint initiative by six government departments aims to enhance the adaptability of supply and demand in consumer goods, promoting AI applications across the entire industry [2] - The market for AI glasses and smartwatches has seen a year-on-year growth of 23.1%, with the AI toy market projected to reach 29 billion yuan by 2025 [2] Group 4: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 56.39% of the total index weight [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, with the Zhongzheng AI Theme Index rising by 1.33% and individual stocks like Fudan Microelectronics and Zhongke Star Map showing significant gains [1] - OpenAI is set to release the GPT-5.2 update soon, aiming to close the performance gap with Google's Gemini 3, which has received high praise from industry leaders [1] - The AI Artificial Intelligence ETF has shown a consistent upward trend, marking a 1.15% increase and achieving three consecutive days of gains [1] Group 2 - Major cloud service providers are increasing investments in AI chip development, with Amazon AWS launching the next-generation Trainium3 chip and previewing Trainium4, which is expected to enhance training efficiency and reduce costs [2] - The Zhongzheng AI Theme Index comprises 50 listed companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2] - As of November 28, 2025, the top ten weighted stocks in the Zhongzheng AI Theme Index account for 63.92% of the index, indicating a concentrated investment in key players within the AI sector [2]

Core Viewpoint - The major shareholder of Haowei Group, Yu Renrong, has announced a donation of 30 million shares to the Ningbo Dongfang University Education Foundation, representing 2.48% of the company's total share capital, with a total value exceeding 3.7 billion yuan [1] Group 1 - Yu Renrong's donation aims to support the development of education and provide funding for charitable activities at Ningbo Dongfang University [1] - The total number of shares donated by Yu Renrong and the Ningbo Yu Renrong Education Foundation amounts to 30.6 million shares, valued at over 3.7 billion yuan based on the closing price of 121.08 yuan per share on December 2 [1] - This is not the first time Yu Renrong has donated shares to support education; he has previously made multiple donations to the same university through personal and affiliated entities [1][2] Group 2 - Over the years, Yu Renrong has donated a total of 91.2 million shares to the Ningbo Dongfang University Education Foundation, with the total donation amount nearing 10 billion yuan [2] - Ningbo Dongfang University is a new research-oriented university established with social and governmental support, initiated by Yu Renrong in 2020 [2] - The university has attracted significant academic talent, including 16 full-time academicians and 61 national-level talents, and has established five provincial-level research platforms [3]