港股異動 | 華虹半導體(1347.HK)漲超4% 8英寸產線受益下游需求旺盛
格隆匯12月2日丨華虹半導體(1347.HK)漲超4%,連續8個交易日上漲,暫報40.6港元,總市值526億港元。業內消息人士稱,2021年,8英寸晶圓代工報價將上調20-40%。今年第四季度,包括聯華電子、格芯和世界先進在內的純代工企業將8英寸晶圓代工報價提高了約10%-15%。產業鏈消息人士此前曾預計,8英寸晶圓代工商產能緊張的狀況可能會持續到明年年底。中信證券研報指出,華虹半導體為國內最大的特色工藝晶圓代工廠,8英寸產線受益下游需求旺盛、行業供需趨緊,價格有望提升;新增12英寸產線產能爬坡,料將逐步攤薄成本,改善整體盈利狀況。長期看好公司所處的8英寸特色工藝市場格局和12英寸產能擴充帶動的長期收入體量擴張。按照2020年3.5倍PB給予目標價50.23港元,維持“買入”評級。

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