688347 华虹公司
午间休市 02-27 11:29:56
资讯
新帖
简况
2月26日港股半导体行业沽空数据盘点，华虹半导体、中芯国际、上海复旦沽空金额位居行业前三
证券之星APP · 02-26 18:08
2月26日港股半导体行业沽空数据盘点，华虹半导体、中芯国际、上海复旦沽空金额位居行业前三
华虹半导体02月26日主力大幅流出1.3亿元 散户资金买入
市场透视 · 02-26 16:15
华虹半导体02月26日主力大幅流出1.3亿元 散户资金买入
高盛——华虹半导体：2026年第一季度营收持平，毛利率或环比提升；2025年第四季度营收/毛利率符合预期；维持买入评级（附下载）
外资精华观点 · 02-26 15:13
高盛——华虹半导体：2026年第一季度营收持平，毛利率或环比提升；2025年第四季度营收/毛利率符合预期；维持买入评级（附下载）
每日卖空追踪 | 华虹半导体 02月25日卖空量成交153.3万股，卖空比例为7.97%
市场透视 · 02-25 16:30
每日卖空追踪 | 华虹半导体 02月25日卖空量成交153.3万股，卖空比例为7.97%
华虹半导体盘中异动 早盘快速拉升3.06%报104.500港元
市场透视 · 02-25 11:15
华虹半导体盘中异动 早盘快速拉升3.06%报104.500港元
日经报道：中国计划到2030年新增50万片晶圆产能
美股速递 · 02-25 05:05
日经报道：中国计划到2030年新增50万片晶圆产能
华虹半导体探底回升涨约2% 机构指华力微未来注入有望带来积极影响
金吾财讯 · 02-24 13:57
华虹半导体探底回升涨约2% 机构指华力微未来注入有望带来积极影响
国海证券：维持华虹半导体“买入”评级
南方财经网 · 02-24 13:39
国海证券：维持华虹半导体“买入”评级
华虹半导体盘中异动 股价大跌3.00%报95.450港元
市场透视 · 02-24
华虹半导体盘中异动 股价大跌3.00%报95.450港元
【券商聚焦】交银国际维持华虹半导体(01347)买入评级 指华虹九厂加速放量
金吾财讯 · 02-24
【券商聚焦】交银国际维持华虹半导体(01347)买入评级 指华虹九厂加速放量
港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)
智通财经 · 02-24
港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)
每日卖空追踪 | 华虹半导体 02月23日卖空量成交87.7万股，卖空比例为9.49%
市场透视 · 02-23
每日卖空追踪 | 华虹半导体 02月23日卖空量成交87.7万股，卖空比例为9.49%
【方正电子团队|华虹公司】首次覆盖：特色工艺龙头加速产能扩张，产能利用率持续满载
翼览电子 · 02-23
【方正电子团队|华虹公司】首次覆盖：特色工艺龙头加速产能扩张，产能利用率持续满载
春晚机器人引爆港股，一文锁定A股核心产业链（附股）
21财经 · 02-23
春晚机器人引爆港股，一文锁定A股核心产业链（附股）
港股异动 | 华虹半导体(01347)涨超5% 机构认为公司新12英寸晶圆厂Fab9A将于今年达到最高产能
智通财经 · 02-23
港股异动 | 华虹半导体(01347)涨超5% 机构认为公司新12英寸晶圆厂Fab9A将于今年达到最高产能
半导体概念港股走强 中芯国际和华虹半导体涨4%
每日经济新闻 · 02-23
半导体概念港股走强 中芯国际和华虹半导体涨4%
华虹半导体(01347)升4.51% Q4收入创季度新高 机构指其产品组合与规模持续改善
金吾财讯 · 02-23
华虹半导体(01347)升4.51% Q4收入创季度新高 机构指其产品组合与规模持续改善
华虹半导体盘中异动 股价大涨3.13%报97.100港元
市场透视 · 02-23
华虹半导体盘中异动 股价大涨3.13%报97.100港元
机器人概念股延续向好态势 越疆(02432)涨3.18%
金吾财讯 · 02-23
机器人概念股延续向好态势 越疆(02432)涨3.18%
华虹公司：26Q1淡季不淡 并购华力微有望增强盈利能力
申万宏源研究 · 02-23
华虹公司：26Q1淡季不淡 并购华力微有望增强盈利能力
加载更多
公司概况
公司名称：
华虹半导体有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2023-08-07
主营业务：
华虹半导体有限公司的主营业务是开发与应用嵌入式╱独立式非易失性存储器、功率器件、模拟及电源管理和逻辑及射频等‘8英寸+12英寸’差异化特色工艺技术,为客户提供晶圆制造服务。公司的主要产品是功率器件、嵌入式非易失性存储器、模拟与电源管理、逻辑与射频、IP设计服务、测试服务、晶圆后道加工服务。
发行价格：
52.00
{"stockData":{"symbol":"688347","market":"SH","secType":"STK","nameCN":"华虹公司","latestPrice":125.56,"timestamp":1772162996000,"preClose":128.73,"halted":0,"volume":8218585,"delay":0,"changeRate":-0.0246,"floatShares":408000000,"shares":1738000000,"eps":0.0311,"marketStatus":"午间休市","change":-3.17,"latestTime":"02-27 11:29:56","open":126.48,"high":127.85,"low":125.13,"amount":1039000000,"amplitude":0.0211,"askPrice":125.86,"askSize":15,"bidPrice":125.58,"bidSize":2,"shortable":0,"etf":0,"ttmEps":0.0311,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1772168400000},"marketStatusCode":3,"adr":0,"adjPreClose":128.73,"symbolType":"stock_kcb","openAndCloseTimeList":[[1772155800000,1772163000000],[1772168400000,1772175600000]],"highLimit":141.6,"lowLimit":115.86,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":1737632193,"isCdr":false,"pbRate":5.03,"roa":"--","peRate":4037.299035,"roe":"0.57%","epsLYR":0.22,"committee":-0.125926,"marketValue":218177000000,"turnoverRate":0.0202,"status":1,"hkstockBrief":{"symbol":"01347","market":"HK","secType":"STK","nameCN":"华虹半导体","latestPrice":95.9,"timestamp":1772165100002,"preClose":97.85,"halted":0,"volume":8360450,"delay":0,"premium":"-33.13"},"floatMarketCap":51197000000},"requestUrl":"/m/hq/s/688347","defaultTab":"news","newsList":[{"id":"2614012466","title":"2月26日港股半导体行业沽空数据盘点，华虹半导体、中芯国际、上海复旦沽空金额位居行业前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2614012466","media":"证券之星APP","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614012466?lang=zh_cn&edition=full","pubTime":"2026-02-26 18:08","pubTimestamp":1772100532,"startTime":"0","endTime":"0","summary":"证券之星消息，2月26日港交所披露数据显示，当日港股半导体行业的30只个股中有9只被沽空，总沽空股数为809.49万股，总沽空金额为6.21亿元（港元），而当日半导体行业的总成交金额为101.11亿元（港元），沽空比例为6.14%。当日半导体行业总体跌0.7%。从沽空比例来看，上海复旦、华虹半导体、中芯国际沽空比例位居行业前三，分别为15.96%、10.72%、6.23%。沽空比例偏离度为当日沽空比例相较于近30个交易日平均沽空比例的变动幅度。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226182217a72207c0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226182217a72207c0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","BK1607","LU0052750758.USD","SFDMY","688981","LU1171460220.USD","BK1526","BK1163","SG9999006597.SGD","LU0320764599.SGD","LU0708995583.HKD","BK1614","01385","688347","01347","IE0034224299.USD","00981","688385","BK1589"],"gpt_icon":1},{"id":"2614131040","title":"华虹半导体02月26日主力大幅流出1.3亿元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2614131040","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614131040?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:15","pubTimestamp":1772093759,"startTime":"0","endTime":"0","summary":"02月26日, 华虹半导体股价跌4.82%，报收97.85元，成交金额26.5亿元，换手率2.01%，振幅7.64%，量比1.87。华虹半导体今日主力资金净流出1.3亿元，上一交易日主力净流入5836.8万元。该股近5个交易日下跌1.45%，主力资金累计净流出5388.2万元；近20日主力资金累计净流入1.6亿元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226162223a7218ca0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226162223a7218ca0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1607","BK1614","LU0052750758.USD","BK1589","BK1163","688347","IE0034224299.USD","LU0708995583.HKD","SG9999006597.SGD","LU0320764599.SGD","01347"],"gpt_icon":0},{"id":"2614097175","title":"高盛——华虹半导体：2026年第一季度营收持平，毛利率或环比提升；2025年第四季度营收/毛利率符合预期；维持买入评级（附下载）","url":"https://stock-news.laohu8.com/highlight/detail?id=2614097175","media":"外资精华观点","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614097175?lang=zh_cn&edition=full","pubTime":"2026-02-26 15:13","pubTimestamp":1772090013,"startTime":"0","endTime":"0","summary":"免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载高盛——华虹半导体：2026年第一季度营收持平，毛利率或环比提升；2025年第四季度营收/毛利率符合预期；维持买入评级精华翻译核心观点：华虹半导体2025年第四季度业绩符合预期，2026年第一季度指引显示营收基本持平、毛利率有望环比改善，受益于产能利用率高位、平均售价上涨及成本控制。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022615203497a71cc8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022615203497a71cc8&s=b","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":"tencent","symbols":["01347","LU0052750758.USD","IE0034224299.USD","LU0320764599.SGD","BK1163","688347","BK1589","SG9999006597.SGD","BK1614","BK1607","LU0708995583.HKD"],"gpt_icon":0},{"id":"2614701564","title":"每日卖空追踪 | 华虹半导体 02月25日卖空量成交153.3万股，卖空比例为7.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614701564","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614701564?lang=zh_cn&edition=full","pubTime":"2026-02-25 16:30","pubTimestamp":1772008223,"startTime":"0","endTime":"0","summary":"华虹半导体北京时间02月25日，涨1.38%，卖空量成交153.3万股，较上一交易日减少52.67%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163245a4c67399&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163245a4c67399&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01347","BK1614","BK1163","688347","SG9999006597.SGD","LU0052750758.USD","BK1589","BK1607","IE0034224299.USD","LU0320764599.SGD","LU0708995583.HKD"],"gpt_icon":0},{"id":"2614677657","title":"华虹半导体盘中异动 早盘快速拉升3.06%报104.500港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614677657","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614677657?lang=zh_cn&edition=full","pubTime":"2026-02-25 11:15","pubTimestamp":1771989318,"startTime":"0","endTime":"0","summary":"2026年02月25日早盘11时15分，华虹半导体股票出现波动，股价大幅拉升3.06%。截至发稿，该股报104.500港元/股，成交量821.117万股，换手率0.62%，振幅3.25%。资金方面，该股资金流入4.29973亿港元，流出3.30495亿港元。华虹半导体股票所在的半导体行业中，整体跌幅为3.19%。其相关个股中，华虹半导体、脑洞科技、中芯国际涨幅较大，振幅较大的相关个股有天数智芯、爱芯元智、兆易创新，振幅分别为10.02%、8.46%、8.19%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602251115189541e344&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602251115189541e344&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999006597.SGD","LU0052750758.USD","BK1614","01347","BK1163","BK1589","688347","BK1607","LU0708995583.HKD","IE0034224299.USD","LU0320764599.SGD"],"gpt_icon":0},{"id":"1141755085","title":"日经报道：中国计划到2030年新增50万片晶圆产能","url":"https://stock-news.laohu8.com/highlight/detail?id=1141755085","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1141755085?lang=zh_cn&edition=full","pubTime":"2026-02-25 05:05","pubTimestamp":1771967144,"startTime":"0","endTime":"0","summary":"据知情人士透露，中国已制定明确目标，计划到2030年实现新增50万片晶圆月产能的扩张计划。这一战略部署将显著提升国内半导体制造能力，为产业链自主可控奠定坚实基础。\n业内专家指出，该产能目标涉及逻辑芯片、存储芯片等多类型半导体产品，预计将通过现有厂商扩产与新建生产线相结合的方式推进。作为国内晶圆代工龙头的<中芯国际>和<华虹半导体>等企业，或将在本轮产能扩张中扮演关键角色。","market":"us","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1614","LU1064131003.USD","00981","BK1610","BK0214","688347","LU2148510915.USD","BK1163","SGXZ81163826.USD","BK1607","BK1526","LU1064130708.USD","01347","SGXZ49509284.SGD","688981"],"gpt_icon":0},{"id":"2613762444","title":"华虹半导体探底回升涨约2% 机构指华力微未来注入有望带来积极影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2613762444","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613762444?lang=zh_cn&edition=full","pubTime":"2026-02-24 13:57","pubTimestamp":1771912674,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华虹半导体股价探底回升，早盘曾跌超3%，午后股价上扬，暂报100.5港元，涨幅2.13%，成交额13.63亿港元。公司25Q4 资本开支为6.335 亿美元，其中5.59亿美元用于华虹12 寸工厂，7450 万美元用于华虹8 寸工厂。整合产能与工艺优势，华力微未来注入有望带来积极影响。根据公告，华力微2024年实现营业收入49.88 亿元人民币、净利润5.2 亿元，具备稳定的盈利能力，合并后有望增厚上市公司盈利能力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224142354a7189cae&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224142354a7189cae&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0052750758.USD","LU0320764599.SGD","LU0708995583.HKD","IE0034224299.USD","BK1589","BK1614","BK1607","SG9999006597.SGD","BK1163","688347","01347"],"gpt_icon":0},{"id":"2613761870","title":"国海证券：维持华虹半导体“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613761870","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613761870?lang=zh_cn&edition=full","pubTime":"2026-02-24 13:39","pubTimestamp":1771911560,"startTime":"0","endTime":"0","summary":"南方财经2月24日电，国海证券发布关于华虹半导体（01347.HK）的研报，维持“买入”评级。2025Q4收入6.60亿美元，同比+22.4%，毛利率13.0%，受益于ASP提升及降本增效；电源管理、闪存等产品驱动增长。2026年12英寸产品具提价空间，新厂产能释放及“ChinaforChina”趋势支撑量价齐升，但折旧压力仍存。","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://finance.eastmoney.com/a/202602243652598896.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0174","BK1589","BK1163","BK1614","01347","BK0276","IE0034224299.USD","BK0188","LU0708995583.HKD","SG9999006597.SGD","688347","BK0183","LU0320764599.SGD","BK0028","LU0052750758.USD","BK1607"],"gpt_icon":0},{"id":"2613752996","title":"华虹半导体盘中异动 股价大跌3.00%报95.450港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2613752996","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613752996?lang=zh_cn&edition=full","pubTime":"2026-02-24 09:36","pubTimestamp":1771896981,"startTime":"0","endTime":"0","summary":"2026年02月24日早盘09时36分，华虹半导体股票出现异动，股价大幅下挫3.00%。截至发稿，该股报95.450港元/股，成交量165.45万股，换手率0.12%，振幅3.15%。资金方面，该股资金流入5576.95万港元，流出6936.38万港元。华虹半导体股票所在的半导体行业中，整体跌幅为1.24%。其相关个股中，天数智芯、兆易创新、晶门半导体涨幅较大，振幅较大的相关个股有兆易创新、天数智芯、澜起科技，振幅分别为5.39%、4.32%、4.01%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224093621a4c0bd14&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224093621a4c0bd14&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688347","BK1589","LU0052750758.USD","BK1614","BK1607","01347","BK1163","LU0708995583.HKD","SG9999006597.SGD","LU0320764599.SGD","IE0034224299.USD"],"gpt_icon":0},{"id":"2613575461","title":"【券商聚焦】交银国际维持华虹半导体(01347)买入评级 指华虹九厂加速放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2613575461","media":"金吾财讯","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613575461?lang=zh_cn&edition=full","pubTime":"2026-02-24 09:06","pubTimestamp":1771895219,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际研报指，华虹半导体 4Q25营收6.599亿美元，环比升3.9%，接近之前指引上限。毛利率13.0%，为之前指引中位数，环比降0.5个百分点。管理层指引1Q26营收为6.5-6.6亿美元，指引毛利率13-15%。2025年资本开支为18.1亿美元，同比降34%。该机构预测公司2026/27年毛利率分别为14.2%/16.2%。该机构乐见九厂加速落地和继续扩产，维持买入评级，上调目标价到120港元，对应3.9倍2026年市净率。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0034224299.USD","LU0320764599.SGD","688347","BK1614","LU0708995583.HKD","01347","BK1163","LU0052750758.USD","SG9999006597.SGD","BK1607","BK1589"],"gpt_icon":0},{"id":"2613972755","title":"港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2613972755","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613972755?lang=zh_cn&edition=full","pubTime":"2026-02-24 07:05","pubTimestamp":1771887922,"startTime":"0","endTime":"0","summary":"SK海力士在电话会上释放强烈信号：存储行业已全面进入卖方市场。受AI真实需求驱动及洁净室空间受限影响，今年存储价格将持续上涨。鉴于目前的生产计划，很难在2026年对HBM和标准型DRAM的产线进行有意义的调整。盛宝市场首席投资策略师Charu Chanana表示，这表明AI存储芯片市场供应依然紧张，三星在高端芯片市场重新获得了定价话语权。兴业证券称，整体来看，2026年存储行业难以形成规模化有效供给。","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":"http://www.zhitongcaijing.com/content/detail/1406428.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01385","688347","09347","LU0052750758.USD","07709","688981","BK4588","LU0708995583.HKD","LU0320764599.SGD","LU1171460220.USD","688385","01347","SG9999006597.SGD","BK4585","BK1610","BK1614","BK1607","BK1589","BK1163","07747","00981","IE0034224299.USD","BK1526"],"gpt_icon":0},{"id":"2613009592","title":"每日卖空追踪 | 华虹半导体 02月23日卖空量成交87.7万股，卖空比例为9.49%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613009592","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613009592?lang=zh_cn&edition=full","pubTime":"2026-02-23 16:30","pubTimestamp":1771835420,"startTime":"0","endTime":"0","summary":"华虹半导体北京时间02月23日，涨4.51%，卖空量成交87.7万股，较上一交易日减少74.81%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223163222a4be7c6a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223163222a4be7c6a&s=b","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":"tencent","symbols":["LU0708995583.HKD","SG9999006597.SGD","LU0052750758.USD","BK1614","688347","BK1589","BK1607","IE0034224299.USD","01347","BK1163","LU0320764599.SGD"],"gpt_icon":0},{"id":"2613788906","title":"【方正电子团队|华虹公司】首次覆盖：特色工艺龙头加速产能扩张，产能利用率持续满载","url":"https://stock-news.laohu8.com/highlight/detail?id=2613788906","media":"翼览电子","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613788906?lang=zh_cn&edition=full","pubTime":"2026-02-23 15:58","pubTimestamp":1771833497,"startTime":"0","endTime":"0","summary":"本文来自方正证券研究所于2026年2月23日发布的报告《特色工艺龙头加速产能扩张，产能利用率持续满载》，欲了解具体内容，请阅读报告原文。ASP环比增长0.45%升至455.72美元；2025年公司已针对部分领域进行提价，预计2026年仍有提价空间。投资建议公司是中国大陆特色工艺晶圆代工龙头，积极推进产能扩张，产能利用率持续满载。首次覆盖，给予“强烈推荐”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022316105597a6b4d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022316105597a6b4d7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999006597.SGD","LU0052750758.USD","BK1614","01347","BK1163","BK1589","688347","BK1607","LU0708995583.HKD","IE0034224299.USD","LU0320764599.SGD"],"gpt_icon":0},{"id":"2613202375","title":"春晚机器人引爆港股，一文锁定A股核心产业链（附股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2613202375","media":"21财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613202375?lang=zh_cn&edition=full","pubTime":"2026-02-23 15:00","pubTimestamp":1771830000,"startTime":"0","endTime":"0","summary":"春晚带来的热度直接传导至消费端，各大电商平台机器人产品销量迎来爆发式增长。春晚开播两小时内，京东机器人搜索量环比增长超300%，客服问询量增长460%，订单量增长150%。与春晚热度同步，机器人产业链近期利好不断。越疆日前正式启动第三批全尺寸工业人形机器人Atom的量产交付，这意味着其人形机器人加速迈入规模化场景应用的全新阶段。国海证券认为，人形机器人产业或迎来 “ChatGPT 时刻”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223150728a4be45a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223150728a4be45a6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688347","09880","00826","01347","BK1183","BK1613","02251","01316","02498","02432","BK1189","00522","BK1179"],"gpt_icon":1},{"id":"2613208241","title":"港股异动 | 华虹半导体(01347)涨超5% 机构认为公司新12英寸晶圆厂Fab9A将于今年达到最高产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2613208241","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613208241?lang=zh_cn&edition=full","pubTime":"2026-02-23 10:17","pubTimestamp":1771813055,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华虹半导体涨超5%，截至发稿，涨4.62%，报98.4港元，成交额3.21亿港元。消息面上，近日，华虹半导体公布2025年第四季度及全年业绩。里昂认为，华虹半导体新12英寸晶圆厂Fab9A将在今年达到最高产能，而Fab9B的产能提升亦将会加速，预测2026年的资本开支将同比略微下降，并在2027年显著增加。此外，2026年公司12英寸产品仍存在提价空间。","market":"sh","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/1406241.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","BK1614","LU0708995583.HKD","688347","BK1607","SG9999006597.SGD","01347","LU0052750758.USD","IE0034224299.USD","BK1163","LU0320764599.SGD","BK4585","BK1589"],"gpt_icon":0},{"id":"2613086202","title":"半导体概念港股走强 中芯国际和华虹半导体涨4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613086202","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613086202?lang=zh_cn&edition=full","pubTime":"2026-02-23 10:01","pubTimestamp":1771812099,"startTime":"0","endTime":"0","summary":"每经AI快讯，2月23日，半导体概念港股走强。截至发稿，ASMPT(02166.HK)涨6%，中芯国际(00981.HK)和华虹半导体(01347.HK)涨4%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602233651939653.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"f10580436089e550eb9d50d7a35c2280","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602233651939653.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1064131003.USD","BK4535","02166","SGXZ81163826.USD","BK1607","BK4585","SGXZ49509284.SGD","BK1610","BK1614","LU1064130708.USD","IE0034224299.USD","01347","688981","LU0320764599.SGD","SG9999006597.SGD","BK0214","688347","BK1526","BK4588","00981","BK1163","LU2148510915.USD","BK1589","LU0708995583.HKD","LU0052750758.USD"],"gpt_icon":0},{"id":"2613702552","title":"华虹半导体(01347)升4.51% Q4收入创季度新高 机构指其产品组合与规模持续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2613702552","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613702552?lang=zh_cn&edition=full","pubTime":"2026-02-23 09:43","pubTimestamp":1771811007,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华虹半导体 盘初走势向好，截止发稿，升4.51%，报98.4港元，成交额9196.74万港元。招银国际研告指华虹半导体产品组合与规模持续改善。华虹公布2025年第四季及全年业绩，受高产能利用率及出货量强劲带动，第四季收入按年增长22.4%、按季增长3.9%至6.6亿美元，创季度新高。第四季毛利率为13%，低于第三季的13.5%，但符合管理层指引。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975283","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["688347","BK1589","LU0052750758.USD","BK1614","BK1607","01347","BK1163","LU0708995583.HKD","SG9999006597.SGD","LU0320764599.SGD","IE0034224299.USD"],"gpt_icon":0},{"id":"2613701842","title":"华虹半导体盘中异动 股价大涨3.13%报97.100港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2613701842","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613701842?lang=zh_cn&edition=full","pubTime":"2026-02-23 09:30","pubTimestamp":1771810242,"startTime":"0","endTime":"0","summary":"2026年02月23日早盘09时30分，华虹半导体股票出现异动，股价急速上涨3.13%。截至发稿，该股报97.100港元/股，成交量19.41万股，换手率0.01%，振幅1.27%。资金方面，该股资金流入1238.28万港元，流出28.875万港元。华虹半导体股票所在的半导体行业中，整体涨幅为6.05%。其相关个股中，兆易创新、华虹半导体、中芯国际涨幅较大，振幅较大的相关个股有芯智控股、爱芯元智、兆易创新，振幅分别为7.38%、3.89%、3.82%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022309304297a6aeef&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022309304297a6aeef&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","688347","BK1614","IE0034224299.USD","SG9999006597.SGD","LU0052750758.USD","LU0320764599.SGD","LU0708995583.HKD","BK1607","01347","BK1163"],"gpt_icon":0},{"id":"2613443270","title":"机器人概念股延续向好态势 越疆(02432)涨3.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613443270","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613443270?lang=zh_cn&edition=full","pubTime":"2026-02-23 09:30","pubTimestamp":1771810217,"startTime":"0","endTime":"0","summary":"金吾财讯 | 机器人概念股延续向好态势，越疆(02432)涨3.18%，华虹半导体(01347)涨2.55%，首程控股(00697)涨2.13%，金力永磁(06680)涨1.56%，优必选(09880)涨1.52%，均胜电子(00699)涨1.45%，小米集团-W(01810)涨1.41%，三花智控(02050)涨1.33%，商汤-W(00020)涨1.12%马年春晚引爆机器人热潮，松延动力、宇树科技、魔法原子、银河通用四家机器人公司今年分别亮相小品、武术、歌曲及微电影四大类节目。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975280","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0211977185.USD","LU0572944931.SGD","LU1813983027.USD","LU2476274308.USD","BK1589","LU0417516738.SGD","LU1794554557.SGD","LU2039709279.SGD","00020","LU1328277881.USD","LU1981816686.USD","LU0823426308.USD","LU2097828805.USD","LU0327786744.USD","IE0034224299.USD","80020","LU0244354667.USD","LU1880383440.USD","LU0823426480.USD","LU0588546209.SGD","LU0823413587.USD","00699","LU0594300419.USD","LU1770036033.HKD","LU0169518387.USD","LU0235996351.USD","LU1105468828.SGD","BK1575","LU0918141705.HKD","LU1808992512.USD","LU0463099449.HKD","LU0359201612.USD","LU2226246903.HKD","HK0000165453.HKD","BK1116","BK1216","LU0871576103.HKD","LU0314109678.HKD","LU1961090484.USD","LU0449509016.USD","LU0449515922.USD","LU0561508036.HKD","LU0164880469.USD","02432","LU0499858438.USD","LU0254981946.USD","LU0823041008.USD","LU0348825331.USD","LU2778985437.USD","LU0456827905.SGD","600699","MIUmain","LU2087589342.USD","LU1188198961.HKD","LU1868838027.USD","LU0214875030.USD","BK1615","LU0320764599.SGD","BK1614","06680","BK1521","LU0499858602.USD","LU0051755006.USD","LU0797268264.HKD","LU1323998911.USD","LU1719994722.HKD","LU0605514214.HKD","LU0348827113.USD","LU2097828474.EUR","BK1523","LU0441854154.USD","BK1144","SCGEY","LU1023057109.AUD","LU0918141887.USD","81810","SG9999001093.SGD","LU0348735423.USD","IE00B3M56506.USD","LU2152927971.USD","LU0594300179.USD","LU2476274720.SGD","LU0823038988.USD","LU0650527681.SGD","HXXD.SI","LU2097828557.USD","002050","LU0531971595.HKD","LU0149721374.USD","LU0823397285.USD","LU0039217434.USD","LU0164865239.USD","BK1506","BK1607","LU0675040207.SGD","LU0531970944.HKD","300748","LU0348816934.USD","LU0345775950.USD","LU0823039010.USD","LU1251922891.USD","LU1481107354.HKD","LU1956131251.USD","BK1183","IE0032431581.USD","LU0634319403.HKD","LU0084288322.USD","LU0359202008.SGD","LU0210526637.USD","LU1770034418.SGD","BK1109","LU0823413660.USD","LU0054450605.USD","LU0593848301.USD","LU2097828714.EUR","LU0540923850.HKD","LU0164872284.USD","LU0052750758.USD","SG9999003461.SGD","LU1880383366.USD","BK1193","LU0611395673.USD","LU0143863784.USD","SG9999006597.SGD","LU1303224171.USD","LU0231483743.USD","BK1502","LU0326950275.SGD","LU0345776255.USD","LU0359201885.HKD","LU0700851271.USD","LU1868837565.USD","LU0823040885.USD","LU0348814723.USD","LU0823397103.USD","LU0143863198.USD","BK1613","LU0456846285.SGD","BK1618","LU2399975544.HKD","SG9999002463.SGD","LU0708995583.HKD","LU2257852520.SGD","LU2097828631.EUR","SG9999011746.SGD","BK1163","688347","01347","LU0417516902.SGD","LU0117841782.USD","LU1720050803.USD","LU0307460666.USD","BK1610","LU1282648689.USD"],"gpt_icon":0},{"id":"2613781943","title":"华虹公司：26Q1淡季不淡 并购华力微有望增强盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2613781943","media":"申万宏源研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613781943?lang=zh_cn&edition=full","pubTime":"2026-02-23 00:00","pubTimestamp":1771776000,"startTime":"0","endTime":"0","summary":"26Q1 淡季不淡，Fab 9 进入建设期高峰。公司26Q1 指引销售收入6.5-6.6 亿美金，和25Q4保持持平，呈现淡季不淡；毛利率指引区间13%-15%。公司2026 年1 月发布公告，拟通过发行股份方式收购上海华力微电子有限公司97.4988%股权，交易对价82.68 亿元，并同步募集75.56 亿元配套资金主要用于华力微技术升级改造项目、华力微特色工艺研发及产业化项目等。根据公告，华力微2024 年实现营业收入49.88 亿元人民币、净利润5.2 亿元，具备稳定的盈利能力，合并后有望增厚上市公司盈利能力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223200102a4bef487&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223200102a4bef487&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0052750758.USD","LU0708995583.HKD","BK1163","LU0320764599.SGD","SG9999006597.SGD","BK1614","IE0034224299.USD","688347","BK1589","01347","BK1607"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1772167805538,"stockEarnings":[{"period":"1week","weight":-0.0232},{"period":"1month","weight":-0.1634},{"period":"3month","weight":0.1865},{"period":"6month","weight":0.6399},{"period":"1year","weight":1.2462},{"period":"ytd","weight":0.1934}],"compareEarnings":[{"period":"1week","weight":0.0158},{"period":"1month","weight":0.0016},{"period":"3month","weight":0.0664},{"period":"6month","weight":0.0748},{"period":"1year","weight":0.2267},{"period":"ytd","weight":0.0448}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"华虹半导体有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"0人","perCapita":"--","listingDate":"2023-08-07","address":"香港中环夏悫道12号美国银行中心2212室","registeredCapital":"--","survey":" 华虹半导体有限公司的主营业务是开发与应用嵌入式╱独立式非易失性存储器、功率器件、模拟及电源管理和逻辑及射频等‘8英寸+12英寸’差异化特色工艺技术,为客户提供晶圆制造服务。公司的主要产品是功率器件、嵌入式非易失性存储器、模拟与电源管理、逻辑与射频、IP设计服务、测试服务、晶圆后道加工服务。","listedPrice":52},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"华虹公司(688347)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供华虹公司(688347)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"华虹公司,688347,华虹公司股票,华虹公司股票老虎,华虹公司股票老虎国际,华虹公司行情,华虹公司股票行情,华虹公司股价,华虹公司股市,华虹公司股票价格,华虹公司股票交易,华虹公司股票购买,华虹公司股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"华虹公司(688347)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供华虹公司(688347)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}