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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
里昂:升华虹半导体(01347)目标价至36.9港元 维持“跑赢大市”评级
智通财经
·
05-12
【券商聚焦】招银国际维持华虹半导体(01347)“买入”评级 指半导体国产替代进程加速将推动行业重估
金吾财讯
·
05-12
华虹半导体 2025 年一季度销售收入 5.409 亿美元,同比增 17.6%
IT之家
·
05-12
建银国际:维持华虹半导体“跑赢大市”评级 上调目标价至36港元
新浪网
·
05-12
建银国际:维持华虹半导体(01347)“跑赢大市”评级 上调目标价至36港元
智通财经
·
05-12
建银国际:产能提升压力拖累华虹半导体毛利率 上调目标价20%
美港电讯
·
05-12
华虹半导体下跌2.0%,报31.8元/股
金融界
·
05-12
野村上调中芯国际目标价131% 维持“中性”评级
美港电讯
·
05-12
【真灼机构观点】中国4月通胀数据涨跌互现,港股通资金聚焦华虹、抛售小米
市场资讯
·
05-12
华虹半导体(1347.HK):1Q25业绩符合公司指引 扩产加速导致短期毛利率承压
光大证券
·
05-12
FAB一季度财报回顾及二季度展望:自主可控和本地化制造回流持续 短期波动不改长期趋势
上海申银万国证...
·
05-11
“寻芯记”一季度增收不增利!当先进制程成时代宠儿,华虹半导体如何继续“错位竞争”
华夏时报网
·
05-09
资金动向 | 北水加仓华虹半导体超5亿港元,连续4日减持小米
格隆汇
·
05-09
北水动向|北水成交净买入40.44亿 芯片股绩后重挫 北水抢筹华虹半导体(01347)超5亿港元
智通财经
·
05-09
一周港股牛熊榜 | 靈寶黃金本周升12.51%;金風科技升近12%;華虹半導體跌10.73%,衛龍美味跌14%
老虎資訊
·
05-09
港股收评:恒指涨0.4%科指跌0.93%!沪上阿姨跌超8%;芯片股集体下挫,华虹半导体跌超7%,中芯国际跌超4%
和讯网
·
05-09
华虹半导体05月09日主力净流出1292.1万元 散户资金买入
市场透视
·
05-09
港股收盘,恒指收涨0.4%,科指收跌0.93%;安德利果汁(02218.HK)涨近24%,恒基地产(00012.HK)、
美港电讯
·
05-09
中银国际:升华虹半导体(01347)目标价至42.5港元 维持“买入”评级
智通财经
·
05-09
野村:上调华虹半导体目标价至35.4港元 重申“中性”评级
新浪港股
·
05-09
更多
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维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2534977322","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534977322?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 15:10","pubTimestamp":1747033810,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,里昂发布研报称,华虹半导体(01347)首季净利润380万美元,较市场预期大幅低出85%,而次季的收入与毛利率指引亦低于预期。该行指出,由于华虹的毛利率预测被下调,下调对其2025至27年各年盈测分别61%、10%及7%。不过,由于同业估值获上调,上调对其估值基础,目标市账率由1倍升至1.25倍,对其H股目标价由30.6港元上调至36.9港元,维持“跑赢大市”评级。集团管理层表示,由于公司八成收入来自国内客户,因此关税对公司的影响不大,且对美国客户的影响有限,因为他们在中国销售的产品均是在中国制造。整体而高,公司预期关税对其设备、元件及材料采购的影响极微。","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/1291914.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":"2534295201","title":"【券商聚焦】招银国际维持华虹半导体(01347)“买入”评级 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公布2025年一季度业绩。收入同比增长17.6%,环比持平,达到5.41亿美元,这一结果主要由于晶圆出货量同比增长42%、环比增长7%,以及持续的ASP压力所带来的综合影响。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。该行预计,在地缘政治风险加剧的背景下,半导体国产替代进程加速将推动行业重估。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958475","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":["159582","01347"],"gpt_icon":1},{"id":"2534604572","title":"华虹半导体 2025 年一季度销售收入 5.409 亿美元,同比增 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.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=nesSN20250512115846a47acfd2&s=b","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":"tencent","symbols":["SG9999006597.SGD","BK1589","LU0052750758.USD","BK1614","LU0320764599.SGD","LU0708995583.HKD","IE0034224299.USD","01347","BK1163","BK1607"],"gpt_icon":1},{"id":"2534126045","title":"建银国际:维持华虹半导体“跑赢大市”评级 上调目标价至36港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2534126045","media":"新浪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534126045?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 10:32","pubTimestamp":1747017179,"startTime":"0","endTime":"0","summary":"建银国际发布研报称,考虑到华虹半导体新厂折旧增加,对其毛利率展望较为保守,下调集团2025-2027年盈测,同时小幅下调平均每股账面价值预测。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。报告表示,集团第一季收入符合预期,但毛利率接近指引下限。","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=nesSN202505121059089756ba69&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"],"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=nesSN202505121059089756ba69&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"],"gpt_icon":1},{"id":"2534263252","title":"建银国际:维持华虹半导体(01347)“跑赢大市”评级 上调目标价至36港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2534263252","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534263252?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 10:17","pubTimestamp":1747016260,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,建银国际发布研报称,考虑到华虹半导体新厂折旧增加,对其毛利率展望较为保守,下调集团2025-2027年盈测,同时小幅下调平均每股账面价值预测。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。报告表示,集团第一季收入符合预期,但毛利率接近指引下限。","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/1291817.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":1},{"id":"2534680492","title":"建银国际:产能提升压力拖累华虹半导体毛利率 上调目标价20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2534680492","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534680492?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 10:12","pubTimestamp":1747015921,"startTime":"0","endTime":"0","summary":null,"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":"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":["LU0320764599.SGD","01347","BK1589","SG9999006597.SGD","LU0052750758.USD","IE0034224299.USD","LU0708995583.HKD","BK1163","BK1614","BK1607"],"gpt_icon":0},{"id":"2534265891","title":"华虹半导体下跌2.0%,报31.8元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2534265891","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534265891?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 10:08","pubTimestamp":1747015700,"startTime":"0","endTime":"0","summary":"5月12日,华虹半导体盘中下跌2.0%,截至09:52,报31.8元/股,成交3.28亿元。华虹半导体有限公司是全球领先的特色工艺纯晶圆代工企业,专注于嵌入式/独立式非易失性存储器、功率器件、模拟与电源管理和逻辑与射频等“8英寸+12英寸”特色工艺技术的持续创新。截至2025年一季报,华虹半导体营业总收入38.83亿元、净利润2691.82万元。","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=nesSN2025051210124094f3e922&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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交出了一份令人意外的成绩单。一边是台积电等同行凭借先进制程赚得盆满钵满,一边是成熟制程市场持续的价格压力,华虹半导体坚守的“特色工艺”战略正经受严峻考验。不过,华虹半导体在利润方面的表现大不如营收。据了解,华虹集团对于华虹半导体有注入先进制程业务的规划。","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=nesSN20250509232044a47854c6&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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芯片股绩后重挫 北水抢筹华虹半导体(01347)超5亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2534864170","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534864170?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 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