Huaqin Co., Ltd. Announces Discloseable Transaction: Significant Stake Increase in Nexchip Semiconductor
Key Points of the Transaction
- Date of Transaction: July 23, 2026
- Acquirer: Huaqin Telecom (wholly-owned subsidiary of Huaqin Co., Ltd.)
- Target: Nexchip Semiconductor Corporation (joint stock company listed on both the Shanghai Stock Exchange and Hong Kong Stock Exchange)
- Nature of Acquisition: On-market purchase of 1,996,000 H shares, representing approximately 0.09% of Nexchip Semiconductor’s total issued share capital
- Aggregate Consideration: Approximately HK\$65,771,793 (exclusive of transaction costs), at an average price of HK\$32.95 per share
- Total Holding Post-Acquisition: The Group now holds approximately 10.91% of Nexchip Semiconductor’s total issued share capital
- Funding: Settled by Huaqin’s internal cash resources, without using proceeds from any public offering
Transaction Aggregation and Regulatory Implications
- This latest acquisition is aggregated with several previous acquisitions of Nexchip shares by Huaqin within the past 12 months, as per Rule 14.22 of the Hong Kong Listing Rules.
- Previous acquisitions included substantial purchases: 6.0% in August 2025, 5.0% in May 2026, and several smaller incremental purchases in July 2026.
- On an aggregated basis, the share acquisitions exceed 5% of the applicable percentage ratios but remain below 25%.
- Listing Rules Impact: The transaction is classified as a “discloseable transaction.” It requires public reporting and announcement but is exempt from shareholder approval under Chapter 14 of the Listing Rules.
Strategic Rationale and Potential Market Impact
- Strategic Confidence: Huaqin’s repeated and increasing investments in Nexchip Semiconductor signal strong confidence in Nexchip’s future growth and long-term value.
- Industry Integration: The Group intends to leverage its increased stake to deepen integration and synergies across the semiconductor industry chain, aiming for enhanced industrial cooperation and competitiveness.
- Financial Impact: The acquisition was funded by cash on hand and is not expected to have any material adverse impact on Huaqin’s overall financial condition or operations.
- Shareholder Value: The Board considers the terms of the acquisition fair and reasonable, and in the best interests of shareholders overall.
- Potential Price Sensitivity: The substantial increase in Huaqin’s stake in a leading pure-play foundry at a critical time in the global semiconductor value chain may be seen as a positive signal by the market. Investors should monitor both companies’ shares for potential re-rating or increased trading activity.
Details on Nexchip Semiconductor
- Business: Nexchip is a leading pure-play foundry specializing in 12-inch wafer manufacturing.
- Financials (RMB ’000):
- 2024 Revenue: 9,249,252
- 2025 Revenue: 10,885,449
- Q1 2026 Revenue: 2,911,975
- 2024 Net Profit: 482,196
- 2025 Net Profit: 466,498
- Q1 2026 Net Profit: 28,516
- Total Assets as of March 31, 2026: 54,705,929
- Net Assets Attributable to Shareholders as of March 31, 2026: 21,920,981
- Listing: STAR Market (Shanghai Stock Exchange, 688249), Hong Kong Stock Exchange (2249)
Implications for Shareholders and Investors
- This series of acquisitions significantly increases Huaqin’s influence and potential voice in Nexchip Semiconductor.
- Greater integration between Huaqin and Nexchip may unlock strategic opportunities in technology, supply chain, and market positioning, especially in the fast-evolving semiconductor sector.
- Continued focus on industrial cooperation and resource integration could lead to further announcements or partnerships, which may affect share prices in both companies.
- Investors should be aware that while no shareholder approval is required, the transaction signals Huaqin’s long-term strategic intentions and may enhance its market valuation.
Directors and Company Structure
- Huaqin is a major smart product platform integrating AI, IoT, big data, and communications technologies.
- Executive Directors: Mr. Qiu Wensheng (Chairman), Mr. Cui Guopeng, Mr. Wu Zhenhai, Ms. Chen Xiaorong, Ms. Xi Pinghua, Mr. Deng Zhiguo
- Independent Non-Executive Directors: Mr. Hu Saixiong, Mr. Huang Zhiguo, Dr. Yu Fang
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Readers are advised to conduct their own research and consult professional advisors before making any investment decisions. The information above is based on the company’s announcements and publicly available sources as of the date stated.
華勤股份有限公司重大交易公告：大幅增持Nexchip Semiconductor股份
報告重點
- 交易日期：2026年7月23日
- 收購方：華勤電訊（華勤股份有限公司全資附屬公司）
- 目標公司：Nexchip Semiconductor股份有限公司（於上海證交所及香港聯交所上市）
- 收購性質：於市場買入1,996,000股H股，佔Nexchip Semiconductor已發行股份總數約0.09%
- 總代價：約港幣65,771,793元（不含交易成本），平均每股價格為港幣32.95元
- 收購後持股：集團現持有Nexchip Semiconductor已發行股份總數約10.91%
- 資金來源：以華勤集團現金結算，未動用任何公開發售所得款項
交易合併及監管影響
- 本次收購與過去12個月內多次收購Nexchip股份一併計算，合計比例根據上市規則第14.22條進行匯總。
- 先前收購包括：2025年8月收購6.0%，2026年5月收購5.0%，2026年7月多次小額增持。
- 匯總後，相關百分比超過5%但低於25%。
- 監管影響：本交易構成可披露交易，需公告但無需股東批准（根據上市規則第十四章）。
戰略意義及潛在市場影響
- 戰略信心：華勤多次增持Nexchip股份，顯示對其未來發展及長期價值的高度信心。
- 產業協同：集團有意加強與Nexchip的產業鏈上下游整合，把握行業發展機遇，提升競爭力。
- 財務影響：本次收購以現金支付，對整體財務狀況及營運無重大不利影響。
- 股東價值：董事會認為收購條款公平合理，有利於公司及全體股東利益。
- 潛在價格敏感性：華勤大幅增持半導體龍頭企業股份，或被市場視為利好訊號，投資者宜密切關注股價動向。
Nexchip Semiconductor公司詳情
- 業務：專注於12吋晶圓製造的純代工廠商，處於全球半導體產業鏈關鍵位置。
- 財務數據（人民幣千元）：
- 2024年度收入：9,249,252
- 2025年度收入：10,885,449
- 2026年首季收入：2,911,975
- 2024年度淨利潤：482,196
- 2025年度淨利潤：466,498
- 2026年首季淨利潤：28,516
- 截至2026年3月31日總資產：54,705,929
- 歸屬母公司淨資產：21,920,981
- 上市地：科創板（上海證交所688249）、香港聯交所（2249）
對股東及投資者的啟示
- 多次收購令華勤在Nexchip影響力大增，或有更大話語權。
- 雙方產業鏈進一步整合，或釋放更多戰略合作及增長潛力，尤其在半導體行業快速變化之際。
- 未來不排除有更多合作或投資消息，可能持續影響兩公司股價。
- 儘管無需股東批准，但交易顯示華勤長線戰略意圖，或提升市場估值。
董事及公司架構
- 華勤為智能產品平台，專注AI、物聯網、大數據及通信技術。
- 執行董事：丘文勝（主席）、崔國鵬、吳振海、陳曉蓉、奚平華、鄧志國
- 獨立非執行董事：胡賽雄、黃志國、於方博士
免責聲明
本文僅供參考，不構成任何投資建議。讀者應自行研究並諮詢專業顧問再作投資決定。上述資訊基於公司公告及公開資料整理，僅作即日參考。
