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01347 华虹半导体
已收盘 05-19 16:08:20
116.600
+0.800
+0.69%
最高
118.500
最低
109.000
成交量
2,652万
今开
115.800
昨收
115.800
日振幅
8.20%
总市值
2,027亿
流通市值
1,551亿
总股本
17.38亿
成交额
30.16亿
换手率
1.99%
流通股本
13.30亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
中金:上调华虹半导体(01347)目标价至146港元 看好算电协同趋势和存储大周期
智通财经网 · 16:58
中金:上调华虹半导体(01347)目标价至146港元 看好算电协同趋势和存储大周期
花旗:华虹半导体重申“买入”评级 目标价上调至160港元
新浪港股 · 12:31
花旗:华虹半导体重申“买入”评级 目标价上调至160港元
光通信板块盘中震荡回调 曦智科技-P(01879)跌10.47%、剑桥科技(06166)跌8.15%
金吾财讯 · 10:56
光通信板块盘中震荡回调 曦智科技-P(01879)跌10.47%、剑桥科技(06166)跌8.15%
异动解读 | 美银重申跑输大市评级,华虹半导体盘中大跌5.01%
异动解读 · 10:00
异动解读 | 美银重申跑输大市评级,华虹半导体盘中大跌5.01%
花旗:升中芯国际(00981)与华虹半导体(01347)目标价 看好90日内表现
智通财经 · 09:53
花旗:升中芯国际(00981)与华虹半导体(01347)目标价 看好90日内表现
大行评级丨美银:上调华虹半导体目标价至63港元,重申“跑输大市”评级
中金财经 · 05-18 15:17
大行评级丨美银:上调华虹半导体目标价至63港元,重申“跑输大市”评级
大和:华虹半导体(01347)首季盈利符预期 重申“买入”评级
智通财经 · 05-18 14:22
大和:华虹半导体(01347)首季盈利符预期 重申“买入”评级
港股半导体板块午后走弱,华虹半导体跌超1%
每日经济新闻 · 05-18 14:04
港股半导体板块午后走弱,华虹半导体跌超1%
里昂:升华虹半导体(01347)目标价至147.6港元 AI推动扩张
智通财经 · 05-18 10:41
里昂:升华虹半导体(01347)目标价至147.6港元 AI推动扩张
港股异动 | 华虹半导体(01347)早盘涨超5% 一季度纯利同比增长4.5倍 9B厂或明年开始逐步贡献产能
智通财经 · 05-18 10:07
港股异动 | 华虹半导体(01347)早盘涨超5% 一季度纯利同比增长4.5倍 9B厂或明年开始逐步贡献产能
异动解读 | 交银国际看好产能扩张与涨价空间,华虹半导体盘中大涨5.09%
异动解读 · 05-18 09:59
异动解读 | 交银国际看好产能扩张与涨价空间,华虹半导体盘中大涨5.09%
芯片股多股走强 兆易创新(03986)涨11.49%、国民技术(02701)涨9.12%
金吾财讯 · 05-18 09:53
芯片股多股走强 兆易创新(03986)涨11.49%、国民技术(02701)涨9.12%
【券商聚焦】交银国际维持华虹半导体(01347)买入评级 指9B厂能见度上升
金吾财讯 · 05-18 09:34
【券商聚焦】交银国际维持华虹半导体(01347)买入评级 指9B厂能见度上升
北水动向|北水成交净买入249.55亿 北水逢低抢筹港股ETF 全天加仓盈富基金(02800)超129亿港元
智通财经 · 05-15
北水动向|北水成交净买入249.55亿 北水逢低抢筹港股ETF 全天加仓盈富基金(02800)超129亿港元
大行评级丨中银国际:上调华虹半导体目标价至152.4港元,维持“买入”评级
中金财经 · 05-15
大行评级丨中银国际:上调华虹半导体目标价至152.4港元,维持“买入”评级
大行评级丨里昂:上调华虹半导体AH股目标价,均维持“跑赢大市”评级
中金财经 · 05-15
大行评级丨里昂:上调华虹半导体AH股目标价,均维持“跑赢大市”评级
港股速报 | 港股窄幅震荡 国产芯片巨头一季报来袭 早盘高开高走
每日经济新闻 · 05-15
港股速报 | 港股窄幅震荡 国产芯片巨头一季报来袭 早盘高开高走
异动解读 | 次季业绩指引低于预期,华虹半导体盘中大跌7.95%
异动解读 · 05-15
异动解读 | 次季业绩指引低于预期,华虹半导体盘中大跌7.95%
港股芯片股盘初走强!天域半导体涨超10%,中芯国际涨超6%
老虎资讯综合 · 05-15
港股芯片股盘初走强!天域半导体涨超10%,中芯国际涨超6%
港股开盘 | 恒指高开0.01%,科指低开0.13%!中芯国际、华虹半导体绩后走高
老虎资讯综合 · 05-15
港股开盘 | 恒指高开0.01%,科指低开0.13%!中芯国际、华虹半导体绩后走高
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公司概况
公司名称:
华虹半导体
所属市场:
SEHK
上市日期:
--
主营业务:
华虹半导体有限公司是一家主要从事半导体产品的生产及销售的投资控股公司。该公司的主营业务是提供包括嵌入式和独立式非易失性存储器、功率器件、模拟与电源管理、逻辑与射频等多元化特色工艺平台的晶圆代工及配套服务。该公司的产品终端市场包括消费电子、工业和汽车电子、通信产品和计算机。该公司还从事房地产开发及租赁业务。该公司在国内和国外市场开展业务。
发行价格:
--
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TENG跌6.72%,华虹半导体跌5.27%,汇聚科技跌4.29%,长飞光纤光缆跌4.07%,均胜电子跌2.42%。中长期视角下,投资者可继续把握AI算力产业链和空地一体化的双核心主线投资机遇。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981685","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348766576.USD","BK1144","LU0320764599.SGD","603083","LU0307460666.USD","BK1116","06166","LU0052750758.USD","LU0348767384.USD","01729","BK0214","BK1589","601869","LU0588546209.SGD","600699","BK1163","BK1607","BK1614","BK1506","IE0034224299.USD","06088","BK1523","BK1240","688347","SG9999006597.SGD","01879","00699","LU0708995583.HKD","06869","BK1149","BK1508","BK1170","SG9999001069.SGD","01347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132334640","title":"异动解读 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10:00","pubTimestamp":1779156023,"startTime":"0","endTime":"0","summary":"华虹半导体今日盘中股价大幅下跌5.01%,引发市场关注。消息面上,美银证券最新发布报告,重申华虹半导体“跑输大市”评级,并将其目标价设定为63港元,远低于当前股价水平。美银指出,尽管公司第一季度营收同比增长22%至6.61亿美元,但毛利率仅为13%,未见显著改善。该行预计,公司下半年营业利润率及净资产收益率(ROE)将仅维持在4%至5%的区间,相对于其接近4倍的市账率估值而言,当前股价水平过高。值得注意的是,与此形成鲜明对比的是,里昂证券及交银国际分别给出了147.6港元和145港元的目标价。机构间巨大的多空分歧,加剧了股价的短期波动。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636885784","title":"花旗:升中芯国际(00981)与华虹半导体(01347)目标价 看好90日内表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2636885784","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636885784?lang=zh_cn&edition=full","pubTime":"2026-05-19 09:53","pubTimestamp":1779155603,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,中芯国际及华虹半导体均受惠于中国本土化趋势、人工智能相关需求、价格复苏及特色产能扩张。花旗认为,中国本地化、人工智能相关需求及中芯在中国晶圆代工厂中的先进节点领导地位,将支持其估值重估。花旗上调整华虹2026年及2027年每股盈利预测约7%及2%,以反映中国本地化及功率管理应用的稳固前景,重申“买入”评级,基于2026至2027年平均每股账面净值的5倍,目标价由115港元上调至160港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443259.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1607","LU0098860793.USD","LU0314106906.USD","BK4559","BK1526","LU2417539215.USD","LU1064131003.USD","LU1244550221.USD","IE0034224299.USD","LU1064130708.USD","LU1244550494.USD","BK1589","BK4566","BK4534","BK4504","LU0130517989.USD","BK4585","LU0128525689.USD","SG9999006597.SGD","LU0203347892.USD","LU1366192091.USD","LU1506573853.SGD","SGXZ81163826.USD","LU2456880835.USD","LU0052750758.USD","LU2125154778.USD","00981","688981","LU2236285917.USD","LU0310800965.SGD","LU0648001328.SGD","LU0320765646.SGD","LU0072461881.USD","LU1201861249.SGD","LU0477156953.USD","LU1267930227.SGD","LU1244550577.SGD","LU1668664300.SGD","LU1791807156.HKD","LU0052756011.USD","LU2462157665.USD","688347","LU0106831901.USD","LU0203345920.USD","01347","BK4588","LU1162221912.USD","BK1610","LU0130102774.USD","LU0320764599.SGD","LU2148510915.USD","BK1163","BK0214","SGXZ49509284.SGD","IE00BSNM7G36.USD","LU0708995583.HKD","LU2125154935.USD","BK4207","LU0170899867.USD","BK1614","LU0980610538.SGD","LU2360032135.SGD","LU0162691827.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636040613","title":"大行评级丨美银:上调华虹半导体目标价至63港元,重申“跑输大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2636040613","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636040613?lang=zh_cn&edition=full","pubTime":"2026-05-18 15:17","pubTimestamp":1779088622,"startTime":"0","endTime":"0","summary":"美银证券发表报告指,华虹半导体第一季营收为6.61亿美元,环比持平、同比增22%,处于预测区间的高位。毛利率为13%,预测区间为13%至15%,相较于去年第四季的13%,并无显著改善。该行目前预期华虹下半年将实现18%至19%的毛利率,相较于先前预估的约17%,而营业利润率/股东权益报酬率在2026年下半年至2027年预估期间将维持在4%至5%区间,相较于其已然偏高的估值而言,此水平过低。该行将华虹目标价由61港元上调至63港元,重申“跑输大市”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260518/32232665.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1614","LU0052750758.USD","SG9999006597.SGD","BK1607","IE0034224299.USD","688347","BK1589","LU0708995583.HKD","LU0320764599.SGD","BK1163","01347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636204227","title":"大和:华虹半导体(01347)首季盈利符预期 重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2636204227","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636204227?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:22","pubTimestamp":1779085325,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,大和发布研报称,华虹半导体于第一季录得净利润2,100万美元,同比大幅增长4.6倍,因低基数效应,符合该行预期,重申“买入”评级。2026年第一季毛利率稳定,第二季预计扩张。收入同比增长主要由出货量同比增长18%及平均售价上升4%所带动。毛利率为13%,同比提升4个百分点,按季持平。收入及毛利率指引均符合大和预期。最后,管理层表示Fab5收购将于2026年下半年完成。该行相信,在Fab5完成整合后,2027年将有更多并购动作。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442816.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0052750758.USD","688347","BK1589","BK1614","01347","LU0320764599.SGD","BK1163","LU0708995583.HKD","SG9999006597.SGD","IE0034224299.USD","BK1607"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636042180","title":"港股半导体板块午后走弱,华虹半导体跌超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636042180","media":"每日经济新闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636042180?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:04","pubTimestamp":1779084262,"startTime":"0","endTime":"0","summary":"5月18日,港股半导体板块午后走弱,华虹半导体跌超1%,英诺赛科跌超8%,兆易创新涨幅收窄至不足6%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605183740306993.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605183740306993.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0052750758.USD","BK4585","01347","LU0708995583.HKD","BK1163","BK1589","BK1614","BK4535","BK4588","IE0034224299.USD","SG9999006597.SGD","LU0320764599.SGD","BK1607","688347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636975045","title":"里昂:升华虹半导体(01347)目标价至147.6港元 AI推动扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2636975045","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636975045?lang=zh_cn&edition=full","pubTime":"2026-05-18 10:41","pubTimestamp":1779072102,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,里昂发布研报称,华虹半导体将继续受惠于人工智能强劲增长及持续提升的国产替代趋势。报告指出,华虹半导体首季收入同比升22%至6.61亿美元,处于原预测上限;毛利率同比升3.8个百分点至13%,处于原指引介乎13%至15%的下限。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442750.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0320764599.SGD","BK1607","BK1163","688347","01347","SG9999006597.SGD","BK1614","LU0052750758.USD","BK1589","IE0034224299.USD","LU0708995583.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636487440","title":"港股异动 | 华虹半导体(01347)早盘涨超5% 一季度纯利同比增长4.5倍 9B厂或明年开始逐步贡献产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2636487440","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636487440?lang=zh_cn&edition=full","pubTime":"2026-05-18 10:07","pubTimestamp":1779070047,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,华虹半导体早盘涨超5%,截至发稿,涨3.28%,报119.7港元,成交额11.48亿港元。消息面上,华虹半导体第一季度财报显示,期内实现营业收入6.609亿美元,同比增长22.2%;毛利率达13%,同比上升3.8个百分点,主要得益于付运晶圆数量上升及平均销售价格上涨;归母净利润2090万美元,同比大幅增长458.1%,环比增长19.9%。9B厂或在2027年开始逐步贡献产能,我们预测9B厂满产产能或为5.5万片每月/12寸,在2027年集中释放。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442724.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","BK1607","LU0052750758.USD","LU0320764599.SGD","688347","IE0034224299.USD","BK1614","LU0708995583.HKD","01347","BK1589","BK4585","BK1163","SG9999006597.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149908875","title":"异动解读 | 交银国际看好产能扩张与涨价空间,华虹半导体盘中大涨5.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149908875","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1149908875?lang=zh_cn&edition=full","pubTime":"2026-05-18 09:59","pubTimestamp":1779069556,"startTime":"0","endTime":"0","summary":"华虹半导体(01347)今日盘中大幅上涨5.09%,表现强劲。消息面上,交银国际发布研报,维持对华虹半导体的“买入”评级。研报指出,公司9B厂能见度上升,产能扩张计划积极,增长前景明确。同时,报告认为公司产品平均售价(ASP)仍有上涨空间,主要得益于更先进制程的推进、NOR flash潜在的涨价可能,以及与人工智能强相关产品的持续供应紧张。基于对半导体行业景气度上升以及公司积极扩产的判断,交银国际上调了公司目标价至145港元。这一乐观的机构观点,增强了市场对公司未来业绩的信心,成为推动股价上涨的重要因素。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636048163","title":"芯片股多股走强 兆易创新(03986)涨11.49%、国民技术(02701)涨9.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636048163","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636048163?lang=zh_cn&edition=full","pubTime":"2026-05-18 09:53","pubTimestamp":1779069221,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股芯片股多股走强,截至发稿,兆易创新 涨11.49%,国民技术涨9.12%,AV CONCEPT HOLD涨5.04%,华虹半导体涨4.14%,ASMPT涨3.49%。招商证券研究认为,4月以来费城半导体指数持续上涨,2026年全球CSP合计资本开支预计约8300亿美元,带动AI产业链景气度持续提升。存储行业供需缺口将延续至2027年,国内模组公司进入利润放量期。全球CPU市场空间大幅提升,国产算力订单及营收高速增长,同时带动国内先进制程需求。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981519","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2213484517.USD","BK0214","BK0102","01347","ASMVY","SG9999006597.SGD","BK1614","BK0043","BK0189","00595","03986","LU0708995583.HKD","BK0132","603986","BK0091","LU0417516902.SGD","LU1282649067.USD","LU0348766576.USD","LU0314109678.HKD","BK0067","LU0488056044.USD","LU1969619763.USD","LU1023057109.AUD","LU0274383008.USD","SG9999000475.SGD","BK0068","BK1589","LU0348767384.USD","LU0359201612.USD","LU0348783233.USD","BK0125","LU1328277881.USD","BK1607","BK4588","LU0052750758.USD","BK0188","SGXZ49509284.SGD","BK1162","IE0034224299.USD","LU0359201885.HKD","LU0348825331.USD","LU0417516571.SGD","LU1282649141.HKD","LU0384037296.USD","BK4535","LU0359202008.SGD","LU2328871848.SGD","300077","BK4585","BK1163","688347","LU1813983027.USD","LU2039709279.SGD","00522","BK1169","LU1282649810.SGD","02701","LU0320764599.SGD","LU0648948544.HKD","SGXZ81163826.USD","LU0227179875.USD","LU0348784397.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636048381","title":"【券商聚焦】交银国际维持华虹半导体(01347)买入评级 指9B厂能见度上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2636048381","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636048381?lang=zh_cn&edition=full","pubTime":"2026-05-18 09:34","pubTimestamp":1779068097,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际研报指,华虹半导体 1Q26营收6.61亿美元,略超过之前指引上限/该机构的预期,总体产能环比增0.3%到145.3万片8英寸等效,而总体ASP环比持平。毛利率13.0%,为指引下限。9B厂或在2027年开始逐步贡献产能,该机构预测9B厂满产产能或为5.5万片每月/12寸,在2027年集中释放。该机构认为涨价或逐步体现在未来业绩上。考虑到9B厂上量能见度上升,ASP继续上升,该机构上调2027/28年收入预测到35.1/39.6亿美元,相应上调毛利率预测到16.3%/16.9% 。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981514","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1589","BK1607","688347","01347","IE0034224299.USD","LU0052750758.USD","BK1614","LU0320764599.SGD","SG9999006597.SGD","BK1163","LU0708995583.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635139088","title":"北水动向|北水成交净买入249.55亿 北水逢低抢筹港股ETF 全天加仓盈富基金(02800)超129亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635139088","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635139088?lang=zh_cn&edition=full","pubTime":"2026-05-15 17:56","pubTimestamp":1778839001,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,5月15日港股市场,北水成交净买入249.55亿港元。港股通(沪)活跃成交股港股通(深)活跃成交股北水逢低抢筹港股ETF,盈富基金、恒生中国企业、南方恒生科技分别获净买入129.1亿、47.37亿、29亿港元。华虹一季度销售收入6.609亿美元,同比增长22.2%;毛利率13.0%,同比提升3.8个百分点;归母净利润2090万美元,同比大幅增长。澜起科技获净买入4.59亿港元。腾讯 获净买入2.15亿港元。长飞光纤光缆遭净卖出1.87亿港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442302.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0516422440.USD","LU0084288322.USD","07200","LU0531970944.HKD","LU0348825331.USD","LU0244354667.USD","LU0210526637.USD","BK1517","LU0348805143.USD","LU1880383440.USD","LU0320764599.SGD","LU1211504680.USD","IE00B5MMRT66.SGD","LU0572939691.SGD","LU0791591158.USD","89988","LU0588546209.SGD","LU0348783662.USD","LU0648948544.HKD","LU1568876251.USD","LU0163747925.USD","LU1810669033.SGD","LU0831103253.SGD","LU0823397285.USD","LU0072462343.USD","LU0561508036.HKD","LU1769817179.HKD","LU1048588211.SGD","LU1242518857.USD","LU1303224171.USD","BABA","LU2778985437.USD","LU0979878070.USD","LU1880398554.USD","BK1575","LU1981816686.USD","SGXZ90724238.SGD","LU1655091459.SGD","SG9999001051.SGD","IE0032431581.USD","LU0708995153.HKD","LU0607220059.USD","LU0254981946.USD","02473","LU1439103000.SGD","LU1720051108.HKD","LU1794554557.SGD","LU1048484197.HKD","LU0128522157.USD","HSCEI","BK4588","SG9999001689.USD","LU0543330566.HKD","LU0048597586.USD","LU0164865239.USD","IE00BPRC5H50.USD","LU2097828714.EUR","LU2293587155.HKD","601869","LU0348788117.USD","03115","LU0831093199.SGD","TCEHY","XIACY","LU0149721374.USD","BK1501","LU0593848301.USD","LU0029874905.USD","LU0477156797.USD","LU0868486357.SGD","LU0320764755.SGD","LU1196710864.SGD","LU0039217434.USD","LU0431992006.USD","IE00B543WZ88.USD","LU1201861165.SGD","LU1328615791.USD","LU0106252389.USD","LU1044874839.SGD","LU1813983027.USD","LU1481107354.HKD","LU0196878994.USD","LU0315179316.USD","83115","LU0823041008.USD","LU0871576103.HKD","LU2097828631.EUR","00981","LU1282651121.HKD","LU0856984785.SGD","LU1282649067.USD","LU0261947096.USD","LU0456846285.SGD","09988","LU0128522744.USD","LU0011963245.USD","LU0327786744.USD","LU0049853897.USD","LU0589944569.HKD","LU1808992512.USD","LU0329678170.USD","LU0823426308.USD","LU1282649810.SGD","IE00BZ08YR35.GBP","LU0675040207.SGD","BK1610","LU0543330483.HKD","LU1688375341.USD","LU1831875114.USD","LU2357305700.SGD","SG9999001093.SGD","BK1615","LU0396098781.USD","SG9999006597.SGD","LU0577902611.USD","LU0348827113.USD","SG9999000327.SGD","LU0329678337.USD","BK1608","LU0117841782.USD","LU0320764243.SGD","LU1956131251.USD","LU0502904849.HKD","LU0898667661.SGD","SG9999002463.SGD","SGXZ62798434.SGD","LU2125910849.SGD","LU2449936058.SGD","LU0605514214.HKD","BK4550","IE00BMPRXN33.USD","LU0650527681.SGD","LU0210527791.USD","06809","LU0043850808.USD","LU2125910500.SGD","688008","LU0359201885.HKD","LU1720050803.USD","LU0345775950.USD","LU0130518102.USD","LU1051768304.USD","LU0588545904.SGD","IE00B3M56506.USD","LU0823426480.USD","LU0051755006.USD","LU0314109678.HKD","LU0488056044.USD","SG9999004220.SGD","LU0328353924.USD","LU0054237671.USD","LU0594300179.USD","LU0181495838.USD","LU0608807433.USD","BK1591","HSI","LU0449515922.USD","LU2152927971.USD","688347","LU0886674414.USD","SG9999001226.SGD","ALBmain","LU0572940350.SGD","IE00BZ08YT58.USD","LU0608807946.USD","LU0456827905.SGD","SG9999002562.SGD","LU1328277881.USD","LU0541501648.USD","LU0441854154.USD","LU1568876335.HKD","LU1366334651.USD","LU0143863784.USD","LU1880383366.USD","LU0516422366.SGD","LU0417516571.SGD","LU0127658192.USD","LU0865486749.SGD","LU0463099449.HKD","LU1282649141.HKD","LU0762541174.USD","LU1868837565.USD","LU1880398471.USD","LU2476274308.USD","BK1618","LU0307460666.USD","07300","LU1770036033.HKD","03419","LU0634319403.HKD","LU0417516738.SGD","LU2294711473.HKD","HK0000320264.USD","LU0516423091.SGD","LU0862451753.SGD","BK1249","HK0000107257.USD","LU2242644610.SGD","LU0214875030.USD","LU0642271901.SGD","01347","LU0197773160.USD","IE0008368304.USD","LU2045819591.USD","02828","HK0000320223.HKD","BK1502","LU1993786604.SGD","LU0235996351.USD","09115","LU0577902454.USD","LU0540923850.HKD","LU0819123356.HKD","01810","SG9999000459.SGD","LU0651946864.USD","LU0823413660.USD","LU1807302812.USD","LU2039709279.SGD","LU2257852520.SGD","LU0672654166.SGD","IE00BMPRXR70.SGD","LU0588545490.SGD","LU0651947912.USD","IE00B0JY6N72.USD","LU0577902371.SGD","LU0890818403.SGD","LU0287142896.SGD","LU1961090484.USD","LU1769817096.USD","LU1960683339.HKD","LU0165289439.USD","BK1584","82800","LU0516423174.USD","LU2488822045.USD","IE0034224299.USD","LU0048580855.USD","LU0449509016.USD","LU0823038988.USD","HBBD.SI","LU1868838027.USD","BK1526","LU0762542818.HKD","LU0293314216.USD","LU0169518387.USD","LU0229945570.USD","LU0823039010.USD","LU0106959298.USD","LU0577902538.SGD","LU0047713382.USD","LU0348784397.USD","LU0499858438.USD","BK1588","LU0823040885.USD","06869","LU1044876610.USD","LU0791590937.USD","LU0384037296.USD","BK1163","L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15:17","pubTimestamp":1778829423,"startTime":"0","endTime":"0","summary":"中银国际发表报告指,华虹半导体2026年第一季业绩表现平平。受晶圆出货量同比增长18%及平均售价同比增长4%的推动,营收略超预期。然而,由于涨价方案将在后续季度才生效,毛利率环比持平在13%。管理层预计第次季营收将达到6.9亿至7亿美元,中值环比增长5%,毛利率将扩大至14%至16%;在AI和储存产品的强劲需求带动下,预计全年平均售价将提升10%至15%。基于强劲的AI基础设施需求以及全产业链涨价潮带来的积极前景,将华虹半导体的目标市净率倍数由4倍上调至5倍,目标价由116.5港元提高至152.4港元,并维持“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260515/32227430.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1607","BK1163","LU0052750758.USD","LU0708995583.HKD","BK1589","688347","IE0034224299.USD","01347","BK1614","SG9999006597.SGD","LU0320764599.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635771387","title":"大行评级丨里昂:上调华虹半导体AH股目标价,均维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2635771387","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635771387?lang=zh_cn&edition=full","pubTime":"2026-05-15 11:47","pubTimestamp":1778816869,"startTime":"0","endTime":"0","summary":"里昂发表研报指,华虹半导体首季收入同比升22%至6.61亿美元,处于原预测上限;毛利率同比升3.8个百分点至13%,处于原指引介乎13%至15%的下限。 该行认为,华虹半导体将继续受惠于人工智能强劲增长及持续提升的国产替代趋势。该行上调对华虹H股及A股估值倍数,H股目标价相应由129.5港元升至147.6港元,A股目标价则由177.5元升至194.9元,均维持“跑赢大市”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260515/32227187.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1607","LU0708995583.HKD","LU0320764599.SGD","BK1589","LU0052750758.USD","SG9999006597.SGD","688347","IE0034224299.USD","BK1614","BK1163","01347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635775436","title":"港股速报 | 港股窄幅震荡 国产芯片巨头一季报来袭 早盘高开高走","url":"https://stock-news.laohu8.com/highlight/detail?id=2635775436","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635775436?lang=zh_cn&edition=full","pubTime":"2026-05-15 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次季业绩指引低于预期,华虹半导体盘中大跌7.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168205586","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1168205586?lang=zh_cn&edition=full","pubTime":"2026-05-15 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