Huaqin Co., Ltd. (Stock Code: 3296) Acquires Additional Stake in Nexchip Semiconductor – Key Discloseable Transaction Update
Key Highlights for Investors
- On July 24, 2026, Huaqin Telecom, a wholly-owned subsidiary of Huaqin Co., Ltd., acquired 2,655,700 H shares in Nexchip Semiconductor via on-market transactions on the Hong Kong Stock Exchange.
- The new shares represent approximately 0.12% of Nexchip Semiconductor’s total issued share capital as of the announcement date.
- The total consideration for this acquisition was approximately HK\$90,899,831 (excluding transaction costs), at an average price of HK\$34.23 per share.
- Following this transaction, the Huaqin Group now holds an aggregate 11.03% interest in Nexchip Semiconductor.
- This transaction, when aggregated with a series of recent and previous acquisitions, has triggered a discloseable transaction classification under Hong Kong Listing Rules, as the combined size exceeds 5% but remains below 25% of the relevant percentage ratios.
Details of the Acquisition and Regulatory Implications
- This acquisition follows a series of recent purchases by Huaqin Group in Nexchip Semiconductor:
- August 2025: Acquisition of approximately 6.0%
- May 2026: Acquisition of approximately 5.0%
- July 2026: Multiple on-market acquisitions totaling over 1% (including 0.07%, 0.2%, 0.28%, 0.14%, 0.20%, and 0.09% between July 10 and July 23)
- All these transactions are aggregated under Rule 14.22 of the Hong Kong Listing Rules, making them subject to reporting and announcement requirements, but not requiring shareholder approval as the threshold for a major transaction is not surpassed.
- The acquisitions were fully funded by Huaqin’s cash on hand, with no use of proceeds from its Global Offering.
- Counterparties for the share purchases remain unidentified due to the open-market nature, but are believed to be Independent Third Parties.
About Nexchip Semiconductor
- Nexchip Semiconductor is a leading pure-play foundry specializing in 12-inch wafer manufacturing, critical to the global semiconductor value chain.
- Listed on both the STAR Market of the Shanghai Stock Exchange (A shares: 688249) and the Main Board of the Hong Kong Stock Exchange (H shares: 2249).
- Recent financials (in RMB thousands) show:
- 2024 Revenue: 9,249,252; Profit after tax: 482,196; Net profit attributable to shareholders: 532,841
- 2025 Revenue: 10,885,449; Profit after tax: 466,498; Net profit attributable to shareholders: 704,204
- Q1 2026 Revenue: 2,911,975; Profit after tax: 28,516; Net profit attributable to shareholders: 50,659
- As of March 31, 2026: Total assets at 54.7 billion RMB; Net assets attributable to shareholders at 21.9 billion RMB
Strategic Rationale and Impact for Shareholders
- Huaqin’s management expresses continued confidence in Nexchip Semiconductor’s future prospects and views the investment as a long-term strategic move.
- The aim is to further integrate resources and synergies across the semiconductor and smart device industry chain, enhance strategic cooperation, and strengthen Huaqin’s competitiveness and market position.
- No material adverse impact on Huaqin’s financial position or operations is anticipated from this acquisition.
Potential Price Sensitive Information
- The series of acquisitions resulting in an over 11% stake in Nexchip Semiconductor demonstrates Huaqin’s deep commitment to the semiconductor industry, which may be viewed positively by the market and investors.
- As the transaction is classified as discloseable but not major, shareholders should monitor for further increases in stake or related-party transactions that could trigger higher regulatory thresholds in the future.
Board Statement and Management
- The Board of Huaqin considers the terms of the acquisition to be fair and reasonable and in the best interests of both the Company and its shareholders as a whole.
- Current executive and independent non-executive directors are listed for transparency.
Conclusion
This series of transactions is a significant strategic investment, reinforcing Huaqin’s position in and commitment to the semiconductor value chain. Given the scale of the aggregated acquisitions, investors should consider the potential long-term benefits and possible market reactions to this enhanced industry integration.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult professional advisors before making investment decisions.
華勤股份有限公司（股份代碼：3296）進一步收購安芯半導體H股——重要可披露交易詳情
投資者重點信息
- 2026年7月24日，華勤全資子公司華勤電信於香港聯交所場內合共收購2,655,700股安芯半導體H股。
- 該批股份佔公告日安芯半導體總股本約0.12%。
- 總對價約港幣90,899,831元（不含交易費用），平均每股港幣34.23元。
- 本次交易後，華勤集團合計持有約11.03%安芯半導體股份。
- 本次收購與過去12個月內多次收購合併計算，根據香港上市規則已構成可披露交易（相關比例超過5%但低於25%）。
收購詳情及監管影響
- 華勤集團近年多次增持安芯半導體股份，包括：
- 2025年8月：約6.0%
- 2026年5月：約5.0%
- 2026年7月10日至23日，場內多次增持合計超過1%（分別為0.07%、0.2%、0.28%、0.14%、0.20%、0.09%）
- 所有上述交易根據上市規則第14.22條需合併計算，須履行披露及公告義務，但無需股東批准。
- 本次收購完全以華勤自有現金結算，未動用全球發售所得款項。
- 由於場內交易，交易對手身份不明，但董事會認為對方為獨立第三方。
安芯半導體公司簡介
- 安芯半導體為全球半導體價值鏈關鍵環節的12吋晶圓專業代工廠。
- 在上海證券交易所科創板（A股：688249）及香港聯交所主板（H股：2249）上市。
- 近年主要財務數據（人民幣千元）：
- 2024年收入：9,249,252；稅後利潤：482,196；歸母淨利潤：532,841
- 2025年收入：10,885,449；稅後利潤：466,498；歸母淨利潤：704,204
- 2026年首季收入：2,911,975；稅後利潤：28,516；歸母淨利潤：50,659
- 2026年3月31日總資產：547億人民幣；歸母淨資產：219億人民幣
戰略原因及對股東影響
- 華勤管理層表現出對安芯半導體發展前景的長期信心，視此次增持為戰略性長線投資。
- 旨在進一步整合上下游資源及產業鏈協同，強化戰略合作，鞏固華勤行業競爭力及市場地位。
- 華勤認為本次收購不會對公司財務狀況及經營產生重大不利影響。
潛在影響及投資者須知
- 連續增持至超過11%股份，顯示華勤對半導體產業價值鏈的深度佈局，或受市場及投資者正面看待。
- 目前屬可披露交易，若未來持股進一步增加或與關聯方交易，需留意是否觸發更高級別監管要求。
董事會聲明及管理層
- 董事會認為本次交易條款公平合理，符合公司及全體股東利益。
- 公告披露現任執行董事及獨立非執行董事名單。
總結
本次及過去連串交易屬重大戰略性投資，突顯華勤深耕半導體產業鏈的決心。投資者應關注此次產業協同及長遠佈局對公司未來發展及行業地位的潛在正面影響。
免責聲明： 本文僅供參考，不構成投資建議。投資者應自行研究或諮詢專業顧問後作出投資決策。
