观点网讯：2月9日，深圳证券交易所发布公告，因豪威集团（00501）、兆易创新（03986）在香港市场 价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规 定，港股通标的证券名单发生调整并自2026年02月09日起生效。 来源：观点地产网 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Group 1 - The core announcement indicates that due to the end of the price stabilization period for Howie Group (00501) and Zhaoyi Innovation (03986) in the Hong Kong market, and after their respective A-shares have been listed for more than 10 trading days, adjustments to the Stock Connect eligible securities list will take effect from February 9, 2026 [1][3] - Howie Group and Zhaoyi Innovation are being added to the Stock Connect eligible securities list [1][3] Group 2 - The adjustment direction for Howie Group is "added" [3] - The adjustment direction for Zhaoyi Innovation is also "added" [3]

| 代码 | 简称 | 调整方向 | | --- | --- | --- | | 00501 | 豪威集团 | 调入 | | 03986 | 兆易创新 | 调入 | 深交所公告，因豪威集团（603501）(00501)、兆易创新（603986）(03986)在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易 所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2026年02月09日起生效，调入豪威集团、兆易创新。 ...

深交所公告， 港股通 标的证券名单调整，调入 豪威集团 、 兆易创新 ，2月09日起生效。 ...

来源：滚动播报 深交所公告，港股通标的证券名单调整，调入豪威集团、兆易创新，2月09日起生效。 ...

每经AI快讯，2月9日，深交所公告，港股通标的证券名单发生调整并自2026年02月09日起生效，调入 豪威集团、兆易创新。 ...

2月9日，深交所公告，因豪威集团（00501）、兆易创新（03986）在香港市场价格稳定期结束且相应A 股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单 发生调整并自2026年02月09日起生效，调入豪威集团、兆易创新。 ...

南方财经2月9日电，深交所公告，港股通标的证券名单发生调整并自2026年2月9日起生效，调入豪威集 团、兆易创新。 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

证券代码：603501 证券简称：豪威集团 公告编号：2026-008 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 关于部分行使超额配售权、稳定价格行动 及稳定价格期结束的公告 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。 经香港联合交易所有限公司（以下简称"香港联交所"）批准，豪威集成电路（集团）股份有限公司（以 下简称"公司"）发行的45,800,000股H股股票（行使超额配售权之前）已于2026年1月12日在香港联交所 主板挂牌并上市交易。公司H股股票中文简称为"豪威集团"，英文简称为"OMNIVISION"，股份代号 为"0501"，具体内容详见公司于2026年1月13日在指定媒体披露的《关于H股挂牌并上市交易暨股份变 动的公告》（公告编号：2026-004）。 一、部分行使超额配售权的情况 根据本次发行方案，公司招股说明书所述超额配售权已于2026年2月6日（星期五）获保荐人兼整体协调 人（为其自身及代表国际承销商）部分行使，涉及合计4,941,100股H股股份，占全球发售项下初步 ...