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港股
详情
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华虹半导体
32.500
+0.800
2.52%
手动刷新
成交量:
2,644.14万
成交额:
8.57亿
市值:
560.95亿
市盈率:
122.39
高:
32.800
开:
31.800
低:
31.500
收:
31.700
数据加载中...
总览
公司
新闻
公告
华虹半导体05月13日主力净流出7556.1万元 散户资金买入
市场透视
·
05-13
【香港恒生指数收跌1.87% 恒生科技指数跌3.26%】香港恒生指数收跌1.87%,恒生科技指数跌3.26%。舜宇光学科技跌超7%,小鹏汽车、蔚来跌超5%,美团、比亚迪股份跌近5%,中芯国际、华虹半导体跌超4%,小米集团、阿里巴巴跌超3%;布鲁可涨超7%,赤峰黄金涨超5%。
金融界
·
05-13
港股芯片股尾盘走低,华虹半导体跌超5%,中芯国际跌近4%
每日经济新闻
·
05-13
港股芯片股走低,华虹半导体(01347.HK)跌超5%,中芯国际(00981.HK)跌超4%,晶门半导体(02878.H
美港电讯
·
05-13
华虹半导体盘中异动 下午盘股价大跌5.00%
市场透视
·
05-13
【券商聚焦】招银国际维持华虹半导体(01347)“买入”评级 料公司将在地缘政治风险加剧的趋势中受益
金吾财讯
·
05-13
【大行评级|交银国际:上调华虹半导体目标价至37港元 次季收入指引符合预期】交银国际发表研究报告指,管理层指引华虹半导体今年次季收入指引介乎5.5亿至5.7亿美元,符合预期;毛利率指引介乎7%至9%,中位数8%较上季下降,低于该行预期。华虹九厂从今年首季开始贡献产能,该行料首季共新增1万片12英寸月产能。该行将华虹半导体的目标价由32港元上调至37港元,维持“买入”评级;另对其今明两年收入预测分别由23.5亿及28亿元下调至22.9亿及27.7亿元,毛利率预测由13.1%及16.9%降至9.2%及14.9%。
金融界
·
05-13
《大行》交银国际:华虹半导体(01347.HK)次季收入指引符预期 目标价升至37元
阿斯达克财经
·
05-13
《大行》招银国际料华虹(01347.HK)受惠于国产替代需求 升目标价至37.5元
阿斯达克财经
·
05-13
交银国际升华虹半导体目标价16%至37港元 维持“买入”
美港电讯
·
05-13
交银国际:升华虹半导体目标价至37港元 维持“买入”评级
新浪港股
·
05-13
机构称半导体材料设备等四大投资主线值得关注
每日经济新闻
·
05-13
招银国际:升华虹半导体(01347)目标价至37.5港元 维持“买入”评级
智通财经
·
05-13
港股异动 | 华虹半导体(01347)跌超3% 公司毛利持续承压 华虹9厂产能爬坡带来折旧成本上升影响
智通财经
·
05-13
光大证券:维持华虹半导体(01347)“买入”评级 华虹制造新厂加速扩产
智通财经
·
05-13
【券商聚焦】浦银国际重申华虹半导体(01347)“买入”评级 12寸产能稳定释放带动公司收入保持较好增势
金吾财讯
·
05-13
【券商聚焦】交银国际维持华虹(01347)买入评级 关注产能爬坡过程中毛利率走势
金吾财讯
·
05-13
华虹半导体(1347.HK):九厂放量有望推动收入稳步增长
华泰证券
·
05-13
华虹半导体1Q25业绩符合预期,毛利率持续承压
招银国际
·
05-12
华虹半导体05月12日主力净流入1104.5万元 散户资金抛售
市场透视
·
05-12
更多
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15:40","pubTimestamp":1747122045,"startTime":"0","endTime":"0","summary":"港股芯片股尾盘走低,华虹半导体跌超5%,中芯国际跌近4%","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202505133403176425.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"3506ed8d37ffabfd4ab8823600c997cf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505133403176425.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":["LU0052750758.USD","LU0320764599.SGD","HSTECH","LU0708995583.HKD","SG9999006597.SGD","IE0034224299.USD","BK1163","BK1610","YANG","BK1526","01347","BK4614","00981","BK1607","BK1589","BK1614"],"gpt_icon":0},{"id":"2535797561","title":"港股芯片股走低,华虹半导体(01347.HK)跌超5%,中芯国际(00981.HK)跌超4%,晶门半导体(02878.H","url":"https://stock-news.laohu8.com/highlight/detail?id=2535797561","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535797561?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 15:27","pubTimestamp":1747121253,"startTime":"0","endTime":"0","summary":null,"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":"https://www.ushknews.com/","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":"live_meigang","symbols":["IE0034224299.USD","LU1064130708.USD","SGXZ81163826.USD","YANG","159813","BK4614","LU0320764599.SGD","LU0052750758.USD","LU2148510915.USD","01385","SG9999006597.SGD","00981","01347","SGXZ49509284.SGD","BK1163","BK1614","07226","BK1589","HSCEI","BK1526","HSTECH","LU1064131003.USD","BK0214","02878","688981","LU0708995583.HKD","BK1610","BK1607"],"gpt_icon":0},{"id":"2535177887","title":"华虹半导体盘中异动 下午盘股价大跌5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2535177887","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535177887?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 15:26","pubTimestamp":1747121205,"startTime":"0","endTime":"0","summary":"2025年05月13日下午盘15时26分,华虹半导体股票出现异动,股价大幅跳水5.00%。华虹半导体股票所在的半导体行业中,整体跌幅为1.61%。该行将华虹半导体估值目标倍数上调,上调集团H股目标价20%,由30港元升至36港元。因该行相信,随着本地化趋势以及工业和汽车市场的好转,华虹半导体将迎来复苏,故维持“跑赢大市”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=nesSN20250513152645aa2c8c71&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, 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公布1Q25业绩。该行预计产品价格在未来几个季度将温和改善,且由于价格承压以及新工厂产能爬坡带来的折旧成本增加,毛利率的恢复速度预计将慢于预期。该行预计公司2025和2026年的毛利率分别为10.6%和16.8%。该行续指,认为公司将在地缘政治风险和政策不确定性加剧的趋势中持续受益。2024年,公司约82%的收入来自中国,9.4%来自北美地区。维持“买入”评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958569","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":["01347"],"gpt_icon":1},{"id":"2535379824","title":"【大行评级|交银国际:上调华虹半导体目标价至37港元 次季收入指引符合预期】交银国际发表研究报告指,管理层指引华虹半导体今年次季收入指引介乎5.5亿至5.7亿美元,符合预期;毛利率指引介乎7%至9%,中位数8%较上季下降,低于该行预期。华虹九厂从今年首季开始贡献产能,该行料首季共新增1万片12英寸月产能。该行将华虹半导体的目标价由32港元上调至37港元,维持“买入”评级;另对其今明两年收入预测分别由23.5亿及28亿元下调至22.9亿及27.7亿元,毛利率预测由13.1%及16.9%降至9.2%及14.9%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2535379824","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535379824?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 13:51","pubTimestamp":1747115485,"startTime":"0","endTime":"0","summary":"交银国际发表研究报告指,管理层指引华虹半导体今年次季收入指引介乎5.5亿至5.7亿美元,符合预期;毛利率指引介乎7%至9%,中位数8%较上季下降,低于该行预期。华虹九厂从今年首季开始贡献产能,该行料首季共新增1万片12英寸月产能。该行将华虹半导体的目标价由32港元上调至37港元,维持“买入”评级;另对其今明两年收入预测分别由23.5亿及28亿元下调至22.9亿及27.7亿元,毛利率预测由13.1%及16.9%降至9.2%及14.9%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/13135150337604.shtml","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":"jinrongjie_stock","symbols":["01347"],"gpt_icon":0},{"id":"2535766026","title":"《大行》交银国际:华虹半导体(01347.HK)次季收入指引符预期 目标价升至37元","url":"https://stock-news.laohu8.com/highlight/detail?id=2535766026","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535766026?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 11:57","pubTimestamp":1747108620,"startTime":"0","endTime":"0","summary":"交银国际研究报告指,管理层指引华虹半导体(01347.HK) 今年次季收入指引介乎5.5亿至5.7亿美元(下同),符合预期;毛利率指引介乎7%至9%,中位数8%较上季下降,低于该行预期。华虹九厂从今年首季开始贡献产能,该行料首季共新增1万片12英寸月产能。该行将华虹半导体的目标价由32港元升至37港元,维持“买入”评级。另对其今明两年收入预测分别由23.5亿及28亿元,下调至22.9亿及27.7亿元,毛利率预测由13.1%及16.9%,降至9.2%及14.9%。(ss/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-12 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180130150441652_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180130150441652_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1439496/latest-news/AAFN","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":"aastocks_highlight","symbols":["01347"],"gpt_icon":0},{"id":"2535376512","title":"《大行》招银国际料华虹(01347.HK)受惠于国产替代需求 升目标价至37.5元","url":"https://stock-news.laohu8.com/highlight/detail?id=2535376512","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535376512?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 11:46","pubTimestamp":1747107960,"startTime":"0","endTime":"0","summary":"招银国际研究报告指,预计华虹半导体全年收入按年增15.6%,主要受需求复苏及国产替代需求推动,但部分被持续的产品价格压力所抵销。该行对其H股目标价由24元升至37.5元,维持“买入”评级。报告提到,去年公司约82%的收入来自中国,9.4%来自北美地区。随着关键半导体组件关税和出口限制风险的增加,该行料将推动公司的订单成长。因此,明年收入将按年增27.1%,得益于产品价格的改善以及晶圆出货量增长。沽空资料截至 2025-05-12 16:25。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220707161743845_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220707161743845_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1439486&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["01347"],"gpt_icon":0},{"id":"2535172752","title":"交银国际升华虹半导体目标价16%至37港元 维持“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2535172752","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535172752?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 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10:37","pubTimestamp":1747103820,"startTime":"0","endTime":"0","summary":" 交银国际发布研报称,华虹半导体作为国产特色工艺的龙头之一,考虑到公司与可比同业公司的估值差距,将H股目标价从32港元上调16%至37港元,相对于1.3倍2025年市净率,维持“买入”评级。该行微调2025/26年预测收入至22.9亿及27.7亿美元,同时下调毛利率预测至9.2%及14.9%。指引毛利率7%-9%,中位数8%按季下降,低于该行预期。PMIC等AI相关产品需求旺盛,总体需求存在不确定性。该行预测2025年第二季综合ASP按季降1%,2025年第二季收入5.62亿美元,毛利率7.9%。","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":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-05-13/doc-inewkruh2209714.shtml","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":"sina","symbols":["01347"],"gpt_icon":1},{"id":"2535076526","title":"机构称半导体材料设备等四大投资主线值得关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2535076526","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535076526?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 10:32","pubTimestamp":1747103535,"startTime":"0","endTime":"0","summary":"电力设备、煤炭、银行、纺织服饰等行业涨幅居前。消息面上,中芯国际、华虹半导体发布2025Q1财报,产能利用率保持高位,晶圆价格环比有季节性回落,下游行业需求出现结构性复苏,消费电子客户提前备货,工业、汽车、存储等回暖显著,整体供给端有所增长;台积电发布4月月报,AI持续拉动营收高增。公开信息显示,科创半导体ETF跟踪上证科创板半导体材料设备主题指数,囊括科创板中半导体设备和半导体材料细分领域的硬科技公司。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051311434894f52352&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=nesSN2025051311434894f52352&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":["561310","159582","562950","688981","TSM","01347","561600","561100"],"gpt_icon":0},{"id":"2535775458","title":"招银国际:升华虹半导体(01347)目标价至37.5港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2535775458","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535775458?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 10:30","pubTimestamp":1747103455,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,招银国际发布研报称,华虹半导体首季业绩基本符合预期,毛利率持续承压。基于2025年1.35倍的预测市净率,上调集团目标价56%,由24港元升至37.5港元,维持“买入”评级。半导体国产代替进程加速将推动行业重估,该行认为华虹半导体将从地缘政治及政策不确定性加剧趋势中受益,因此预计集团2026年将实现更强劲的收入,即同比增27.1%。总体而言,该行预计华虹半导体今明两年毛利率分别为10.6%及16.8%,并料今年收入同比增15.6%。","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://www.zhitongcaijing.com/content/detail/1292362.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":["01347"],"gpt_icon":0},{"id":"2535759523","title":"港股异动 | 华虹半导体(01347)跌超3% 公司毛利持续承压 华虹9厂产能爬坡带来折旧成本上升影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2535759523","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535759523?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 10:04","pubTimestamp":1747101889,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,华虹半导体跌超3%,截至发稿,跌3.03%,报32港元,成交额2.31亿港元。招银国际发布研报称,华虹半导体25Q1毛利率为9.2%,而去年同期/上季度分别为6.4%/11.4%,处于指引范围的下限,低于市场预期1.3个百分点。1Q25毛利率较去年同期提升2.8个百分点,得益于产能利用率的提升,但部分被折旧成本的上升所抵消。公司1Q25净利润为400万美元。毛利率指引为7%-9%,显示出8英寸产品持续面临价格压力,以及华虹9厂产能爬坡带来的折旧成本上升影响。","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/1292351.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01347","BK1607","IE0034224299.USD","SG9999006597.SGD","LU0052750758.USD","BK1589","BK1163","LU0320764599.SGD","LU0708995583.HKD","BK1614"],"gpt_icon":1},{"id":"2535755430","title":"光大证券:维持华虹半导体(01347)“买入”评级 华虹制造新厂加速扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2535755430","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535755430?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 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