豪威集成电路（集团）股份有限公司 | 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2026-007 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 关于对外投资暨关联交易的公告 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。 重要内容提示： 投资标的及认购金额：豪威集成电路（集团）股份有限公司（以下简称"公 司"）全资子公司韦尔半导体香港有限公司（以下简称"韦尔香港"）拟认购爱芯 元智半导体股份有限公司（以下简称"爱芯元智"）于香港联合交易所有限公司（以 下简称"香港联交所"）首次公开发行的股份，预计认购总金额不超过 5,000 万美 金，该金额不包括经纪佣金、香港联交所交易费、香港证券及期货事务监察委员 会（以下简称"香港证监会"）交易征费、财务汇报局交易征费等。 本次交易构成关联交易。 本次交易未构成重大资产重组。 截至本公告披露日，过去 12 个月内公司与同一关联人或与不同关联人之 间相同交易类别下标的相关的关联交易未达到 3,000 万元且未占上 ...

Core Viewpoint - The company, Haowei Group, aims to deepen strategic collaboration with Aixin Yuanzhi by leveraging core technologies in visual terminals, edge computing, and smart automotive sectors, enhancing long-term competitiveness through effective resource integration and collaboration [1] Group 1: Strategic Collaboration - Haowei Group's subsidiary, Weier Hong Kong, plans to invest up to 50 million USD in Aixin Yuanzhi's initial public offering on the Hong Kong Stock Exchange [1] - The investment is intended to promote strategic cooperation in areas such as intelligent driving and edge AI, thereby enhancing the company's technological reserves and supply chain resilience [1] Group 2: Shareholding and Related Transactions - The shareholding percentage in Aixin Yuanzhi will be determined based on the market value at the time of issuance [1] - The chairman and controlling shareholder, Mr. Yu Renrong, holds 1.12% of Aixin Yuanzhi's shares prior to this public offering, which constitutes a related party transaction under relevant regulations [1]

Core Viewpoint - The announcement indicates that OmniVision Technologies, through its wholly-owned subsidiary, Weir Semiconductor Hong Kong Limited, plans to subscribe for shares in Aixin Yuan Zhi Semiconductor Co., Ltd. during its initial public offering on the Hong Kong Stock Exchange, with a total subscription amount not exceeding 50 million USD [1] Group 1 - The total subscription amount is expected to be up to 50 million USD, excluding brokerage commissions and various transaction fees [1] - The transaction has been approved by the 10th meeting of the 7th Board of Directors of the company, indicating it falls within the board's authority and does not require shareholder approval [1]

1月26日，豪威集团大宗交易成交10万股，成交额1285万元，占当日总成交额的0.37%，成交价128.5元，较市场收盘价124.62元溢价3.11%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-26 | 豪威集团 | 603501 | 128.5 1285 | 10 | 上海证券有限责任 公司静安区南京西 | 国泰海通证券股份 有限公司总部 | | ...

Group 1 - The core transaction of Haowei Group on January 22 involved a block trade of 140,000 shares, amounting to 18.228 million yuan, with a transaction price of 130.20 yuan, representing a premium of 1.06% over the closing price of the day [1][2] - In the last three months, Haowei Group has recorded a total of 10 block trades, with a cumulative transaction amount of 135 million yuan [2] - The closing price of Haowei Group on the day of the transaction was 128.84 yuan, reflecting a decline of 1.21%, with a daily turnover rate of 1.57% and a total trading volume of 2.459 billion yuan [2] Group 2 - The net outflow of main funds for Haowei Group on that day was 145 million yuan, while over the past five days, the stock has seen a cumulative increase of 0.29% with a total net inflow of 254 million yuan [2] - The latest margin financing balance for Haowei Group is 5.287 billion yuan, which has increased by 41.0368 million yuan over the past five days, representing a growth rate of 0.78% [2]

Group 1 - The core transaction of Haowei Group involved a block trade of 140,000 shares on January 22, with a total transaction value of 18.228 million yuan, accounting for 0.74% of the total trading volume for that day [1][2] - The transaction price was 130.2 yuan per share, which represents a premium of 1.06% compared to the market closing price of 128.84 yuan [1][2]

Group 1 - The core point of the article highlights that Haowei Group's stock closed at 130.42 yuan, with a trading increase of 1.11% on January 21 [1] - A significant block trade occurred, involving a total volume of 115,000 shares and a transaction amount of 14.9983 million yuan, with a premium rate of 0.00% [1] - The buyer was Shanghai Securities Co., Ltd. Nanjing West Road Securities Business Department, while the seller was Guotai Junan Securities Co., Ltd. Headquarters [1] Group 2 - Over the past three months, Haowei Group has recorded a total of 9 block trades, amounting to 117 million yuan [1] - In the last five trading days, the stock has seen a cumulative increase of 2.12%, with a net inflow of 217 million yuan from main funds [1]

Group 1 - The core transaction of the day involved a block trade of 115,000 shares of OmniVision Technologies, with a total transaction value of 14.9983 million yuan, representing 0.51% of the total trading volume for that day [1] - The transaction price was 130.42 yuan per share, which was consistent with the market closing price of 130.42 yuan [1]

Core Viewpoint - The semiconductor sector is experiencing significant growth, with the Chip 50 ETF (516920) seeing a surge of over 4% and attracting substantial capital inflow, indicating strong market interest in semiconductor investments [1][3]. Group 1: Market Performance - The Chip 50 ETF (516920) recorded a trading volume of 80 million yuan, with a total capital inflow of over 38 million yuan in the last two days [1]. - Key stocks within the Chip 50 ETF showed positive performance, with notable increases such as Haiguang Information rising over 16% and Lanke Technology increasing over 11% [3]. Group 2: Supply and Demand Dynamics - Intel and AMD plan to raise server CPU prices by 10%-15% to address supply-demand imbalances and ensure stable future supply, with their server CPU capacity for 2026 already largely pre-sold [3]. - The global demand for storage is structurally increasing, driven by the growth of artificial intelligence, which is significantly underappreciated by the market [3]. Group 3: CPU Importance in AI Era - The importance of CPUs is expected to rise in the AI era, as new computing scenarios demand higher processing speed and accuracy, making CPU innovation a key focus for the computing industry [4][5]. - High-end AI servers typically follow a configuration of "2 high-end CPUs for every 8 GPUs," highlighting the CPU's critical role in system stability and performance [5]. Group 4: Market Trends and Projections - The general server market is recovering, with a projected over 9% year-on-year growth in global server shipments, driven by data center upgrades and the replacement of existing server CPUs [6]. - Cloud vendors are expected to increase capital expenditures to meet AI demand, with global AI server shipments projected to grow over 20% year-on-year by 2026, accounting for 17% of total server shipments [7].

Group 1 - The core viewpoint of the news is that Haowei Group has shown a positive stock performance with a 2.02% increase in intraday trading, reaching a price of 131.59 yuan per share, and a total market capitalization of 165.25 billion yuan [1] - As of January 21, 2025, Haowei Group's stock has increased by 4.52% year-to-date, with a 3.04% rise over the last five trading days and a 4.69% increase over the last 20 days, while it has decreased by 1.04% over the last 60 days [1] - The company specializes in semiconductor products, including the research and design of discrete semiconductor devices and power management ICs, with 82.92% of its revenue coming from semiconductor design sales [1] Group 2 - Haowei Group belongs to the electronic-semiconductor-digital chip design industry and is associated with several concept sectors, including GDR concept, optics, MSCI China, Yangtze River Delta integration, and autonomous driving [2] - For the period from January to September 2025, Haowei Group achieved a revenue of 21.783 billion yuan, representing a year-on-year growth of 15.20%, and a net profit attributable to shareholders of 3.210 billion yuan, which is a 35.15% increase [2] Group 3 - Since its A-share listing, Haowei Group has distributed a total of 2.146 billion yuan in dividends, with 1.253 billion yuan distributed over the past three years [3] - As of September 30, 2025, Haowei Group had 170,500 shareholders, an increase of 18.31% from the previous period, with an average of 7,074 circulating shares per shareholder, a decrease of 16.23% [2][3]