港股详情

本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务

港股-半导体

2,768.489

-10.441-0.38%

涨家数：6

跌家数：3

平家数：5

市盈率：- -

高：2,870.830

开：2,783.533

低：2,760.410

收：2,778.930

成交量：1.52亿

成交额：78.63亿

市值：7,888.40亿

流通市值：5,896.50亿

数据加载中...

总览新闻资讯

华虹半导体：2025年11月16日证券研究报告

中芯国际前三季净赚38.18亿月产能突破百万片逼近满产

【中芯国际】25Q3业绩全面超预期，强劲需求驱动2026年扩产有望加速——25Q3业绩点评

光大证券研究

半导体板块略有回调，长期逻辑不改

全球晶圆代工厂Q3：AI需求带动行业增长，存储涨价潮“双刃剑”影响待观察

部分芯片涨价！买手机，要贵了？

AI与消费电子双轮驱动！晶圆代工双雄Q3净利大增四成，Q4业绩稳了

电子发烧友

电子行业周报：H2原厂削减NAND供应量持续关注存储价格涨势

中芯国际2025年三季度业绩点评：25Q3业绩全面超预期强劲需求驱动2026年扩产有望加速

电子行业周报：AI算力强需求驱动存储原厂再涨价

中芯国际CEO：存储涨价对逻辑代工有两大致命影响

21世纪经济报道

中芯国际Q3收入与利润的“双增长”为何换不来股价上涨？

蓝鲨财经社

中芯预计内存短缺将在明年影响汽车和手机

财经实验室TheF...

中芯国际：成熟制程领域发力，或成新增长点

中芯国际三季度温和增长，存储超级周期带来不确定性

科创50ETF富国11月14日跌2.45%，规模5.04亿重仓中芯国际等股

ITBEAR科技资讯

【招商电子】中芯国际：25Q3收入和毛利率超指引，整体订单供不应求

靖洋集团(08257)获溢价约87.0%提私有化 11月17日复牌

国产供应链切换红利劲爆，中芯国际四季度指引谨慎乐观

21世纪经济报道

刚刚，广东半导体“小巨人”过会！背靠设备大厂，拟募资14.69亿

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/stock/BK1614/news?page=2"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"BK1614","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK1614\",,,,,undefined,":{"symbol":"BK1614","market":"HK","secType":"PLATE","nameCN":"港股-半导体","latestPrice":2768.4885,"timestamp":1763366893506,"preClose":2778.93,"halted":0,"volume":151632452,"delay":0,"changeRate":-0.003757,"floatShares":0,"shares":0,"eps":0,"marketStatus":"已收盘","change":-10.441406,"latestTime":"11-17 16:00:00","open":2783.5332,"high":2870.8298,"low":2760.4102,"amount":7863148927,"amplitude":0.039735,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1763429400000},"marketStatusCode":0,"adr":0,"adjPreClose":0,"openAndCloseTimeList":[[1763343000000,1763352000000],[1763355600000,1763366400000]],"pbRate":3.841717,"peRate":179.037776,"turnoverRate":0.008368,"increases":4,"decrements":4,"flats":5,"marketCap":788839990304,"floatMarketCap":589649985216},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK1614\",,,,,undefined,":{"symbol":"BK1614","high":2870.8298,"amplitude":0.039735,"preClose":2778.93,"low":2760.4102,"pbRate":"3.841717","latestPrice":2768.4885,"volume":151632452,"delay":0,"open":2783.5332,"prevYearClose":1192.7573,"prevWeekClose":2778.93,"prevMonthClose":2849.886,"prevQuarterClose":2987.906,"fiveDayClose":2828.122,"twentyDayClose":2659.562,"sixtyDayClose":1950.16,"secType":"PLATE","market":"HK","turnoverRate":0.008368,"peRate":179.037776,"marketCap":788839990304,"floatMarketCap":589649985216,"timestamp":1763366893506,"nameCN":"港股-半导体"},"@#url:\"https://hq.skytigris.cn/api/global/plate/up_down\",method:\"POST\",data:#delay:false,bkCodes:@\"BK1614\",,,,undefined,":{"bkCode":"BK1614","up":6,"down":3,"flat":5},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"BK1614\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2584692388","title":"华虹半导体：2025年11月16日证券研究报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2584692388","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584692388?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 07:53","pubTimestamp":1763337180,"startTime":"0","endTime":"0","summary":"公司发布未经审核业绩：3Q25 实现销售收入6.352 亿美元，毛利率13.5% ，此前指引区间营收6.2-6.4 亿美元，毛利率10%-12%，业绩超指引。预计4Q25 销售收入约6.5-6.6 亿美元；毛利率约12%-14%。目前公司稼动率多季度保持满载，12 英寸产能稳定释放为公司收入增长带来持续动力。","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=nesSN20251117084039a6fdfcc9&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=nesSN20251117084039a6fdfcc9&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":["BK1607","IE0034224299.USD","BK1614","BK1589","LU0708995583.HKD","SG9999006597.SGD","01347","BK1163","LU0052750758.USD","LU0320764599.SGD"],"gpt_icon":1},{"id":"2584469154","title":"中芯国际前三季净赚38.18亿 月产能突破百万片逼近满产","url":"https://stock-news.laohu8.com/highlight/detail?id=2584469154","media":"长江商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584469154?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 07:27","pubTimestamp":1763335620,"startTime":"0","endTime":"0","summary":"11月13日，中芯国际披露的2025年三季报显示，公司第三季度实现营业收入171.62亿元，同比增长9.9%；归母净利润15.17亿元，同比增长43.1%。在持续的产能扩张之下，2025年第三季度，中芯国际月产能突破一百万片大关。前三季归母净利增41.1%中芯国际业绩增长势头显著。产能利用率攀升至95.8%在持续产能扩张战略下，截至2024年末，中芯国际月产能为94.8万片，2025年上半年新增近2万片12英寸标准逻辑月产能。","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=nesSN2025111707391095089923&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=nesSN2025111707391095089923&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":["BK1526","00981","BK1607","BK1163","BK1610","BK1614"],"gpt_icon":0},{"id":"2584569144","title":"【中芯国际】25Q3业绩全面超预期，强劲需求驱动2026年扩产有望加速——25Q3业绩点评","url":"https://stock-news.laohu8.com/highlight/detail?id=2584569144","media":"光大证券研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584569144?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 07:01","pubTimestamp":1763334060,"startTime":"0","endTime":"0","summary":"报告摘要事件：3Q25业绩全面超预期。供不应求推高稼动率，2026年预计扩产加速1）稼动率：3Q25稼动率95.8%，YoY+5.4pct，QoQ+3.3pct；晶圆出货249.95万片，系国产替代需求叠加部分下游持续补库存。考虑到存储缺芯或带来短期晶圆出货扰动，我们预计4Q25稼动率略降或持平。如因侵权行为给光大证券造成任何直接或间接的损失，光大证券保留追究一切法律责任的权利。","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=nesSN20251117075247976d988a&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=nesSN20251117075247976d988a&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":["00981","BK1614","BK1526","BK1607","BK1610","BK1163"],"gpt_icon":1},{"id":"2584660837","title":"半导体板块略有回调，长期逻辑不改","url":"https://stock-news.laohu8.com/highlight/detail?id=2584660837","media":"中国银河","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584660837?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 00:05","pubTimestamp":1763309158,"startTime":"0","endTime":"0","summary":"核心观点行情回顾：本周，沪深300涨跌幅为-1.08%，电子板块涨跌幅为-1.73%，半导体行业涨跌幅为-0.41%。尽管半导体板块短期出现波动，但长期发展逻辑并未改变。数字芯片设计：在半导体板块整体回调的行情下，数字芯片设计板块的表现相对稳定，仅下跌0.14%。AI算力芯片仍是板块的核心增长引擎，寒武纪、海光信息等头部企业受益于AI服务器需求爆发，营收与利润双增。","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=nesSN20251117000602976d12bb&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=nesSN20251117000602976d12bb&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":["00981","BK1526","BK1163","BK1614","BK1607","BK1610"],"gpt_icon":1},{"id":"2583789662","title":"全球晶圆代工厂Q3：AI需求带动行业增长，存储涨价潮“双刃剑”影响待观察","url":"https://stock-news.laohu8.com/highlight/detail?id=2583789662","media":"Eric有话说","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583789662?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 22:09","pubTimestamp":1763302151,"startTime":"0","endTime":"0","summary":"存储涨价潮对下游客户订单的影响或成为明年制约Tier2成熟工艺厂商增长最大隐患。","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=nesSN20251116221159a6fd4485&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=nesSN20251116221159a6fd4485&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","BK1607","TSM","01347","BK1589","BK1163","IE0034224299.USD","LU0320764599.SGD","BK1614","SG9999006597.SGD","00981"],"gpt_icon":1},{"id":"2583089668","title":"部分芯片涨价！买手机，要贵了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583089668","media":"中国商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583089668?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 11:27","pubTimestamp":1763263637,"startTime":"0","endTime":"0","summary":"从今年下半年开始，存储芯片的涨价潮呈现加速态势。短短一周之内，DDR5高性能存储芯片现货价格飙升了25%。在存储芯片行业涨价潮下，该公司股价一路上行，市值已经突破900亿元大关。11月13日，中芯国际发布了2025年第三季度报告。存储芯片自2024年初进入涨价周期，主要因三星、SK海力士等国际大厂调整产能与报价。业内人士认为，存储芯片涨价背后是AI带来的“吞噬式需求”正在重塑存储行业，并且是以企业级的AI资本开支为核心。","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=nesSN20251116114832a6fc6f63&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=nesSN20251116114832a6fc6f63&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":["01810","BK1163","BK1607","BK1526","BK1614","BK1610","00981"],"gpt_icon":1},{"id":"2583563166","title":"AI与消费电子双轮驱动！晶圆代工双雄Q3净利大增四成，Q4业绩稳了","url":"https://stock-news.laohu8.com/highlight/detail?id=2583563166","media":"电子发烧友","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583563166?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:19","pubTimestamp":1763223540,"startTime":"0","endTime":"0","summary":"电子发烧友原创 章鹰2025年，人工智能、汽车以及消费电子领域对先进芯片的需求不断增长，正是这一趋势推动了晶圆代工市场的持续发展。台积电营收连续2个季度超越300亿美元，显示其在晶圆代工领域的龙头地位。台积电第三季度 3 纳米制程出货量占总晶圆收入的 23%；5 纳米制程的出货量占 37%；7 纳米制程的出货量占 14%。展望未来，联电共同总经理王石表示，第4季晶圆出货量将与第3季持平，今年全年出货量将成长11%至13%。","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=nesSN20251116004429a4a3ea00&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=nesSN20251116004429a4a3ea00&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":["BK1607","BK1526","BK1163","00981","BK1614","BK1610","TSM"],"gpt_icon":1},{"id":"2583665391","title":"电子行业周报：H2原厂削减NAND供应量 持续关注存储价格涨势","url":"https://stock-news.laohu8.com/highlight/detail?id=2583665391","media":"信达证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583665391?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"本周电子细分行业有所回调。原厂下半年削减NAND 供应量，存储价格有望进一步提升。三星、SK海力士、铠侠、美光四家存储原厂今年下半年纷纷削减NAND Flash供应量，可能进一步加剧供需失衡的状况，助推NAND 价格继续上涨。一方面原厂实施主动控产策略推动价格上涨，另一方面随着AI 需求提升，更多产能转向QLC NAND，挤压了其他产能，我们判断NAND 涨价趋势或仍将持续。","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=nesSN20251116134132a6fc9525&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=nesSN20251116134132a6fc9525&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":["BK1614","BK1163","BK1610","BK1607","00981","BK1526"],"gpt_icon":1},{"id":"2583366451","title":"中芯国际2025年三季度业绩点评：25Q3业绩全面超预期 强劲需求驱动2026年扩产有望加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2583366451","media":"光大证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583366451?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"事件： 3Q25 业绩全面超预期。供不应求推高稼动率，2026年预计扩产加速。考虑到存储缺芯或带来短期晶圆出货扰动，我们预计4Q25稼动率略降或持平。2）资本支出：3Q25资本开支23.9亿美元，QoQ+27%，1H25因地缘政治影响设备到货、3Q25开启恢复，指引2025年资本开支同比持平或略高；3）产能：3Q25约当8英寸月产能达102.28万片，考虑到AI、存储和国产替代持续推高需求，叠加设备到货逐步恢复，公司预计2026年产能扩产有望加速。","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=nesSN20251116194629a4a54b26&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=nesSN20251116194629a4a54b26&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":["00981","BK1607","BK1163","BK1526","BK1610","BK1614"],"gpt_icon":1},{"id":"2583032665","title":"电子行业周报：AI算力强需求驱动 存储原厂再涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2583032665","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583032665?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"中芯国际：产能供不应求，预计年收入首超90 亿美元。存力供需缺口短期难补，价格上涨趋势延续。本周存储市场维持普遍涨价的局势，主要受到原厂再次涨价的影响。受益于AI 算力需求强劲及新一代AI 机柜量产，25Q3 AI 机柜出货季增300%，AI 服务器营收提前突破新台币1 兆元，指引25Q4 AI 机柜出货目标环比高双位数增长。","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=nesSN20251116151130a4a4e82c&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=nesSN20251116151130a4a4e82c&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":["BK1614","HNHPF","BK1610","00981","BK1163","BK1526","BK1607"],"gpt_icon":1},{"id":"2583065341","title":"中芯国际CEO：存储涨价对逻辑代工有两大致命影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2583065341","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583065341?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 22:34","pubTimestamp":1763217240,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！财报数据显示，三季度中芯国际来自中国区客户的收入占比已高达86.2%，较二季度的84.1%进一步提升。　　中芯国际正是这股浪潮的最大承接晶圆代工厂商之一。　　赵海军表示，存储涨价对逻辑代工的两大致命影响：其一是供应链无法配套的风险。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hyyj/2025-11-15/doc-infxparq3023365.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hyyj/2025-11-15/doc-infxparq3023365.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":"sina","symbols":["BK1607","BK1526","BK0214","LU1064130708.USD","BK1163","SGXZ81163826.USD","BK1614","LU1064131003.USD","00981","BK1610","688981","LU2148510915.USD","SGXZ49509284.SGD"],"gpt_icon":1},{"id":"2583563119","title":"中芯国际Q3收入与利润的“双增长”为何换不来股价上涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583563119","media":"蓝鲨财经社","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583563119?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 12:35","pubTimestamp":1763181357,"startTime":"0","endTime":"0","summary":"11月13日，中国大陆最大的晶圆厂中芯国际发布2025年三季度业绩报告。2025年上半年，中芯国际实现营业收入44.56亿美元，同比增长22.0%；利润总额5.10亿美元，同比大幅增长95.0%。尽管中芯国际三季度收入和利润均实现同比增长，且毛利率高于公司指引上限，但管理层对第四季度的展望明显偏保守。对于外资而言，中芯国际仍属于“重资产+长期投入”型企业，难以以传统盈利口径估值，这也导致股价在财报后出现回调。","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=nesSN20251115124106a6fad5d7&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=nesSN20251115124106a6fad5d7&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":["BK1163","BK1610","BK1614","BK1526","BK1607","00981"],"gpt_icon":1},{"id":"2583631162","title":"中芯预计内存短缺将在明年影响汽车和手机","url":"https://stock-news.laohu8.com/highlight/detail?id=2583631162","media":"财经实验室TheF...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583631162?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 12:33","pubTimestamp":1763181188,"startTime":"0","endTime":"0","summary":"中芯国际警告表示，内存短缺可能会在2026年限制汽车和消费电子产品的生产。中芯国际联合首席执行官赵海军表示，中国企业对向中芯国际下达明年年初的订单变得更为谨慎，因为他们不确定能否为产品获得足够的所需内存。部分不确定性源于预计内存价格将飙升，这反映出人工智能相关应用的强劲需求。中芯国际赵海军在周五财报电话会议上向分析师表示：“不论是汽车制造商、智能手机，还是消费电子领域，所有使用内存的企业明年都将面临价格上涨和供应紧张的压力。我们的客户不愿意在第一季度下太多订单，因为他们不确定能获得多少内存芯片。”","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=nesSN20251115125648a6fadae6&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=nesSN20251115125648a6fadae6&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":["BK1614","BK1163","BK1526","BK1610","BK1607","00981"],"gpt_icon":0},{"id":"2583635402","title":"中芯国际：成熟制程领域发力，或成新增长点","url":"https://stock-news.laohu8.com/highlight/detail?id=2583635402","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583635402?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 09:41","pubTimestamp":1763170892,"startTime":"0","endTime":"0","summary":"在成熟制程领域建立牢固的护城河，是公司稳步发展的核心基石。三季报，我们看到中芯国际加大布局成熟制程的特色化芯片制造。成熟领域，特色化布局和增加客户粘性，将会是中芯国际另一个重要的增长点。中芯国际，将凭借在成熟制程领域高良率，低成本的强大优势，获得更多的市场份额。","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=nesSN20251115094805a6fa960d&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=nesSN20251115094805a6fa960d&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","BK1163","00981","BK1526","BK1614","BK1607"],"gpt_icon":1},{"id":"2583363086","title":"中芯国际三季度温和增长，存储超级周期带来不确定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2583363086","media":"财经杂志","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583363086?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 09:24","pubTimestamp":1763169872,"startTime":"0","endTime":"0","summary":"工业与汽车领域也成为中芯国际新的增长极，动力同样来自国产替代。中芯国际预计2025年第四季度收入环比持平至增长2%，毛利率介于18%至20% 之间，公司全年销售收入预计超过90亿美元，收入规模将迈上新台阶。但是对于2026年一、二季度的营收预期，赵海光表示公司目前持保守态度，主要是因为“存储超级周期”正为晶圆代工行业带来不确定性。存储超级周期于中芯国际也并非全是不利消息。","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=nesSN20251115100543a6fa9d8d&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=nesSN20251115100543a6fa9d8d&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":["00981","BK1614","BK1163","BK1610","BK1526","BK1607"],"gpt_icon":1},{"id":"2583684612","title":"科创50ETF富国11月14日跌2.45%，规模5.04亿重仓中芯国际等股","url":"https://stock-news.laohu8.com/highlight/detail?id=2583684612","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583684612?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 04:18","pubTimestamp":1763151534,"startTime":"0","endTime":"0","summary":"11月14日，该基金收盘下跌2.45%，当日成交额达2420.83万元。作为追踪上证科创板50成分指数的ETF产品，其波动情况持续受到投资者密切跟踪。该基金于2025年5月21日正式成立，全称为富国上证科创板50成分交易型开放式指数证券投资基金，简称科创50ETF富国。其管理费率为每年0.15%，托管费率为每年0.05%，业绩比较基准直接挂钩上证科创板50成分指数收益率。规模数据方面，截至11月13日，该基金最新份额为3.52亿份，对应资产规模达5.04亿元。","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=nesSN2025111505163395052d0a&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=nesSN2025111505163395052d0a&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":["BK1526","BK1163","00981","BK1614","BK1610","BK1607"],"gpt_icon":1},{"id":"2583833666","title":"【招商电子】中芯国际：25Q3收入和毛利率超指引，整体订单供不应求","url":"https://stock-news.laohu8.com/highlight/detail?id=2583833666","media":"招商电子","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583833666?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 23:21","pubTimestamp":1763133687,"startTime":"0","endTime":"0","summary":"公司25Q3收入和毛利率均超指引，整体订单供不应求；公司对25Q4收入指引相对保守，主要系客户拿货节奏等影响；公司指引未来国内整体需求增长，扩产速度有望加快。25Q3订单出货推迟以及客户需求季节性起伏影响手机领域收入表现，消费电子、电脑与平板等领域收入同环比增长。产线持续供不应求，无法满足全部客户需求。客户备货节奏较Q3放缓，但订单仍保持稳定。","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=nesSN202511150036189504df24&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=nesSN202511150036189504df24&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":["00981","BK1526","BK1614","BK1610","BK1607","BK1163"],"gpt_icon":1},{"id":"2583507548","title":"靖洋集团(08257)获溢价约87.0%提私有化 11月17日复牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2583507548","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583507548?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 23:00","pubTimestamp":1763132432,"startTime":"0","endTime":"0","summary":"待计划生效后，所有计划股份将予以注销，每股计划股份的注销价0.245港元，较于2025年11月5日于联交所所报收市价每股股份0.131港元溢价约87.0%。公司已向联交所申请股份自2025年11月17日上午九时正起于联交所GEM恢复买卖。据悉，要约人集团乃世界级工业技术集团，致力开发应用于各类高要求工业领域的先进热系统。","market":"fut","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/1369636.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"靖洋集团(08257)获溢价约87.0%提私有化 11月17日复牌","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["08257","BK1169","BK1614"],"gpt_icon":0},{"id":"2583572492","title":"国产供应链切换红利劲爆，中芯国际四季度指引谨慎乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2583572492","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583572492?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 18:16","pubTimestamp":1763115360,"startTime":"0","endTime":"0","summary":"国产供应链切换，产能利用率超预期中芯国际三季度的增长，首先归功于“国产供应链切换”这一主引擎的强劲发动。财报数据显示，三季度中芯国际来自中国区客户的收入占比已高达86.2%，较二季度的84.1%进一步提升。除了国产切换这一长期利好，客户补库存需求则是推动三季度业绩的另一只手。财报显示，中芯国际三季度资本开支为23.94亿美元，今年前三季度累计资本开支已达57亿美元。","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=nesSN20251114182228a4a15c44&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=nesSN20251114182228a4a15c44&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":["BK1607","BK1614","BK1163","BK1610","BK1526","00981"],"gpt_icon":1},{"id":"2583570010","title":"刚刚，广东半导体“小巨人”过会！背靠设备大厂，拟募资14.69亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2583570010","media":"芯东西","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583570010?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 17:38","pubTimestamp":1763113118,"startTime":"0","endTime":"0","summary":"本次IPO，恒运昌拟使用募资投入金额14.69亿元，投资于沈阳半导体射频电源系统产业化建设项目、半导体与真空装备核心零部件智能生产运营基地项目、研发与前沿技术创新中心项目、营销及技术支持中心项目及补充流动资金。截至2025年6月30日，恒运昌共有研发人员158名，占全部员工比例为42.13%。截至报告期末，该公司拥有已授权发明专利108项，在申请发明专利133项。截至2025年6月末，恒运昌在手订单金额为1.07亿元，较2024年末下滑22.13%。","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=nesSN20251114193940a6f972b3&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=nesSN20251114193940a6f972b3&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":["BK1614","BK1163","00981","BK1526","BK1610","BK1607"],"gpt_icon":1}],"pageSize":20,"totalPage":13,"pageCount":2,"totalSize":247,"code":"91000000","status":"200"}]}}