高盛:重申華虹半導體(1347.HK)“買入”評級 目標價23.4港元
高盛發表研究報告,估計華虹半導體(01347.HK)2019至2021年的收入年均複合增長為21%,其分離式元件料佔2019年收入41%,相信分離式元件將會是2021年強勁盈利增長的動力。該行重申其“買入”投資評級,目標價23.4港元。
該行又指,公司產品組合升級至更高電壓。高端產品如分離式元件帶來的收入貢獻佔比自2016年的33%擴大至2018年的63%。隨着12寸晶圓廠投產,預期公司將會進一步改善其8寸晶圓廠的分離式元件產品組合,並自2020年下半年起將其高端分離式元件產品轉移至12寸晶圓廠生產。

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