芯片股逆市随A股造好 中芯(00981.HK)升逾4%重越10天线
中国宣布下月起下调859项商品进口关税,市场憧憬中美可化解贸易争端,美国费城半导体指数高见1,865连续第三天创纪录高。A股国产芯板块今天弹1.5%跑赢大市,近10只个股涨近5.5%-9.5%,圣邦(300661.SZ)最强曾涨停高见284.9元人民币。
本港相关股也逆市向好,华虹半导体(01347.HK)高见17.72元,现造17.64元,续升2.2%。ASM(00522.HK)高见108.1元,现造107.7元,续升0.7%。
斥9,900万人民币参股北方集成电路合营66%的中芯国际(00981.HK)表现最好,股价扭三连吐重越10天线(11.23元),最高见11.46元,再度逼近上周一初盘中所造约年半高位11.64元,现造11.42元,回升4.2%,成交已达3,109万股。
中芯公布,与独立第三方亦庄国投分别向合营「北方集成电路」注资9,900万人民币及5,000万人民币。完成後,双方分别持有合资66%及33.33%股权,而持股51%附属中芯北方於「北方集成电路」持股则由100%降至0.67%。声明指,注资事项将有助合营与产业链企业从事相关业务,构建以北京为中心的集成电路产业生态圈,提升集团生产线效率,降低生产线的建造与运营成本。
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