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A股異動丨半導體股全線下跌 華虹公司跌超11% 中芯國際跌超4%

半導體股股集體下跌,其中,華虹公司大跌超11%,中芯國際跌超4%,泰凌微、芯原股份、歐萊新材、龍訊股份、必易微皆跌超3%。消息上,5月8日晚間,國內兩大晶圓代工巨頭中芯國際、華虹公司披露2025年一季報,同時曝出國家集成電路產業投資基金(大基金)通過全資孫公司鑫芯香港分別減持6597.72萬股、633.3萬股,疊加中國國有企業結構調整基金二期對華虹公司1237.96萬股的減持,引發市場對半導體行業資本動向的高度關注。中芯國際一季度營收163.01億元,同比增長29.4%,淨利潤13.56億元,同比激增166.5%,主要得益於晶圓銷量提升(一季度產能利用率達89.6%)及產品組合優化。不過,公司預計二季度收入將環比下降4%-6%,毛利率降至18%-20%,反映出半導體行業週期性波動的壓力;華虹公司一季度營收39.13億元,同比增長18.66%,但淨利潤僅2276.33萬元,同比暴跌89.73%。(格隆匯)

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