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A股異動 | 半導體股集體下跌 季度芯片產量三年來首次下滑
格隆匯4月19日丨半導體股集體下跌,氣派科技跌18%,韋爾股份跌逾9.5%,華峯測控跌近9%,華亞智能跌近5%,新潔能、富瀚微、芯源微、瀾起科技、上海貝嶺跌3%。國家統計局公佈的數據顯示,今年前三個月集成電路產量下降4.2%,芯片製造企業公佈的3月降幅更大。這是自2019年第一季度下滑8.7%以來內地芯片產量最差的一個季度。作為一個關鍵的芯片製造中心,上海因為防疫清零政策已經被封控了一個月。中芯國際(688981.SH)、華虹半導體(1347.HK)等內地最大芯片製造商因為當地的運輸封鎖而無法獲得部分零組件。單3月份芯片產量就下降了5.1%。另外,受到疫情影響,消費電子需求疲軟。

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