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盤中異動 | 華虹半導體盤中下跌6%,報於16.98港元

2022年10月10日9時34分,華虹半導體(HK01347)盤中下跌6%,報於16.98港元,成交額達1075.81萬港元,換手率達到0.01%。

8月15日訊,招銀國際發研報指,中芯國際(00981)、華虹半導體(01347)三季度指引分化,該行相信2022年下半年消費電子疲軟和庫存修正將導致行業短期承壓。由於產能利用率維持高位和特殊工藝平臺強勁需求,華虹半導體仍看好2022年下半年前景;但中芯國際預計2022年下半年產能利用率將有下行壓力,主要因爲宏觀不確定性和行業庫存持續調整。儘管近期需求疲軟,考慮到供應鏈安全和地緣政治緊張,該行認爲美國芯片法和美國最近對先進半導體設備/用於砷化鎵(GAA)的電子設計自動化(EDA)出口管制將加速國內半導體設備/晶圓廠的國產替代。總體而言,該行認爲宏觀需求疲軟和庫存調整是市場目前對供應鏈的主要擔憂。從長遠來看,國產替代仍是結構性增長的核心驅動力。

9月5日,開源證券:上調華虹半導體(01347)評級至“買入”,科創板上市或提振市場關注度。8月15日,國信證券:維持華虹半導體(01347)“買入”評級,二季度銷售收入創歷史新高。8月15日,富瑞:予華虹半導體(01347)“買入”評級,目標價降至32.02港元。

最新的財務數據顯示,公司於2021年3季度,營業收入4.51億美元,淨利潤0.36億美元;營業收入同比增加78.47%,毛利潤同比增加99.46%,淨利潤同比增加3132.12%。

盈立趨勢長盈模型最近一次交易信號,2022年9月14日出現觀望信號,觸發價格爲21.4港元(信號僅供參考)。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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