港股详情

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港股-半导体

2,894.117

-28.815-0.99%

涨家数：4

跌家数：6

平家数：4

市盈率：- -

高：2,914.676

开：2,888.952

低：2,836.647

收：2,922.932

成交量：8,448.76万

成交额：63.64亿

市值：8,260.33亿

流通市值：6,188.04亿

数据加载中...

总览新闻资讯

中芯国际、华虹半导体等多家华为系芯片制造商加速扩产，拟启动国内最先进制程芯片量产

日经报道：中国计划到2030年新增50万片晶圆产能

中国计划在未来1-2年内将相对先进芯片产量提升至10万片晶圆

“AI 颠覆一切” 席卷股票市场何处是安全避风港？高盛给出关键词：HALO

季度业绩前瞻 | 中芯国际：预测全年营业收入751.11~812.80亿元

中芯国际这次真够抢风头的

Ofweek维科网

美国拟2027年起禁采中芯国际等中国实体半导体

全球技术地图

芯智控股02月24日主力净流入86.7万元散户资金抛售

中芯国际出货增长印证AI应用高景气，智能芯片股轮番上涨

证券市场周刊

中芯国际25Q4营收超预期，保持高强度资本开支

华虹半导体探底回升涨约2% 机构指华力微未来注入有望带来积极影响

中芯国际2月13日获融资买入3.36亿元，融资余额126.60亿元

2300亿！中国第2大芯片代工厂，靠“落后工艺”，同样赚疯了

Ofweek光电信息网

国海证券：维持华虹半导体“买入”评级

南方财经网

中芯国际盘中异动早盘股价大跌3.02%

【券商聚焦】国泰海通：AI入口胜负手在于基模和生态

华虹半导体盘中异动股价大跌3.00%报95.450港元

【券商聚焦】交银国际维持华虹半导体(01347)买入评级指华虹九厂加速放量

港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)

AI行业点评：大模型演进路径逐渐清晰算力或供不应求

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18:53","pubTimestamp":1771930428,"startTime":"0","endTime":"0","summary":"半导体产业链的本土化转移正在重塑市场格局，2025年全年，中芯国际中国区收入占比持续攀升，四季度这一比例达到87.6%。中芯国际为手机厂商代工的主要是电源管理、显示驱动等成熟制程产品，而非旗舰机型的核心处理器。在业绩向好背景下，中芯国际推进了两项资产交易。这些供应商多是中芯国际客户，公司在这个细分市场有一定影响力，可以持续提供存储芯片相关代工服务。从中长期看，中芯国际面临的是机遇与挑战并存的局面。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224185424a4c2bbc0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:46","pubTimestamp":1771926403,"startTime":"0","endTime":"0","summary":"美国拟2027年起禁采中芯国际等中国实体半导体据美国联邦公报2月17日消息，美国联邦采购法规委员会发布一项拟议规则，禁止联邦行政机构采购或获取包含“受涵盖半导体产品或服务”的电子产品和服务，同时也禁止在关键系统中使用含有此类半导体的电子产品。该规则计划于2027年12月23日生效。双方还将合作部署英伟达Vera CPU，该产品有望在2027年实现规模化应用，进一步拓展Meta高能效AI算力布局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224200956a719e259&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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芯智控股股价涨0.67%，报收3.02元，成交金额204.2万元，换手率0.14%，振幅4.00%，量比1.73。芯智控股今日主力资金净流入86.7万元，上一交易日主力净流出0万元。该股近5个交易日上涨6.34%，主力资金累计净流入86.7万元；近20日主力资金累计净流入125.5万元，其中净流入天数为2日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224161730a719092a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:48","pubTimestamp":1771919320,"startTime":"0","endTime":"0","summary":"伴随AI应用落地加速，晶圆代工厂、AI芯片、半导体等细分行业业绩稳步增长，部分龙头股价表现出色。2月10日，晶圆代工龙头中芯国际(688981.SH)公布了2025年第四季度业绩快报，公司利润大增且全年晶圆出货量和产能利润率均达到历史高位，印证了国产芯片的旺盛需求。从业绩预告来看，部分智能芯片公司实现收入和净利润的同步增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602243652685666.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["603893","SGXZ81163826.USD","00981","BK1526","BK1607","LU1064130708.USD","688981","BK1163","BK4588","BK0214","SGXZ49509284.SGD","BK4535","BK4585","LU1064131003.USD","BK1614","BK1610","LU2148510915.USD"],"gpt_icon":1},{"id":"2613076241","title":"中芯国际25Q4营收超预期，保持高强度资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2613076241","media":"申万宏源","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613076241?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 14:15","pubTimestamp":1771913733,"startTime":"0","endTime":"0","summary":"2)公司A股公告2025年第四报实现营业收入178.13亿元，YoY+11.9%，毛利率为17.4%。12寸晶圆对三季度营收贡献加大。根据港股公告，公司26Q1指引销售收入环比持平；毛利率约18-20%之间；26年全年资本开支与25年相比大致持平。公司25Q4折旧摊销持续提升，同时保持高强度资本，25Q4折旧与摊销成本10.7亿美元，YoY+26%，QoQ+7.4%；25Q4资本开支24.08亿美元，环比25Q3提升。调整盈利预测，维持“买入”评级。根据公司25Q4业绩及26Q1指引、股本变化、少数股东权益和减值情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224142934a4c1ba85&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:55","pubTimestamp":1771912517,"startTime":"0","endTime":"0","summary":"截至2月13日，中芯国际融资融券余额合计126.78亿元。融资方面，中芯国际当日融资买入3.36亿元。融券方面，中芯国际2月13日融券偿还8140.00股，融券卖出8250.00股，按当日收盘价计算，卖出金额96.47万元；融券余量15.81万股，融券余额1848.79万元，低于近一年20%分位水平，处于低位。截至9月30日，中芯国际股东户数33.62万，较上期增加33.27%；人均流通股6134股，较上期减少25.41%。2025年1月-9月，中芯国际实现营业收入495.10亿元，同比增长18.22%；归母净利润38.18亿元，同比增长41.09%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224135949a71889bc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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早盘股价大跌3.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613750670","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613750670?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 10:31","pubTimestamp":1771900279,"startTime":"0","endTime":"0","summary":"2026年02月24日早盘10时31分，中芯国际股票出现波动，股价急速跳水3.02%。截至发稿，该股报68.950港元/股，成交量1999.68万股，换手率0.33%，振幅2.67%。中芯国际股票所在的半导体行业中，整体涨幅为2.42%。其相关个股中，兆易创新、天数智芯、顺泰控股涨幅较大，振幅较大的相关个股有兆易创新、天数智芯、爱芯元智，振幅分别为13.31%、7.17%、6.82%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224103119a717debd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:17","pubTimestamp":1771899450,"startTime":"0","endTime":"0","summary":"营销预算决定的是短期的用户增长，而真正的胜负手在于用户留存，而留存最终取决于基模能力以及AI入口背后的大厂基建/生态支撑。此次春晚各家互联网厂商除了通过补贴实现拉新外，更加重视引导用户形成AI使用路径。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975361","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0589944569.HKD","LU0862451753.SGD","BK0028","HK0000306685.HKD","LU0821914370.USD","LU1868838027.USD","LU0359201612.USD","LU0396098781.USD","LU0651946864.USD","LU2045819591.USD","BK1163","LU0865486749.SGD","LU0516422952.EUR","HK0000320223.HKD","LU1960683339.HKD","IE00B0169N27.USD","LU0672654166.SGD","LU1282649141.HKD","02611","LU0577902298.EUR","LU1251922891.USD","LU1785774172.SGD","LU0043850808.USD","LU0823426308.USD","LU0634319403.HKD","LU0737861699.HKD","IE0032834883.USD","LU0348788117.USD","IE00BZ08YT58.USD","BIDU","LU0211977185.USD","SG9999002562.SGD","LU0577902611.USD","LU0543330483.HKD","LU1880383366.USD","LU2097828631.EUR","LU0499858602.USD","LU1366334578.USD","LU1282649067.USD","IE00B3M56506.USD","LU1282651121.HKD","LU0315178854.USD","IE0008368304.USD","LU1044874839.SGD","IE00B031HY20.USD","LU0029874905.USD","LU0048597586.USD","LU0431992006.USD","LU0348827113.USD","LU1956131251.USD","LU0348783662.USD","LU0128522157.USD","LU0819123356.HKD","BK1521","LU1242518857.USD","LU1226288253.USD","LU2097828474.EUR","LU0329678170.USD","LU0823040885.USD","89988","LU0531971595.HKD","BK0188","601211","SG9999014674.SGD","BK1584","LU0348766576.USD","LU0593848301.USD","BK1588","LU0348735423.USD","LU1196710864.SGD","LU1224709979.USD","LU0737861772.HKD","LU0541502299.USD","SGXZ86797644.SGD","LU2279701549.SGD","LU2051468812.USD","LU0254981946.USD","LU1282651048.USD","LU1880398554.USD","LU0048388663.USD","LU0106259558.USD","BK1609","LU0049853897.USD","LU0541501648.USD","LU0264606111.USD","LU0588545904.SGD","LU0054450605.USD","LU0862451837.USD","LU1504937902.USD","LU0072913022.USD","LU0261947096.USD","LU1831875114.USD","SG9999000459.SGD","LU2242644610.SGD","LU1720050803.USD","LU0871576103.HKD","LU0708995583.HKD","LU0228367735.SGD","HK0000320264.USD","LU0054237671.USD","LU0791590937.USD","LU0196878994.USD","LU2257852520.SGD","BK1587","LU0762541174.USD","LU0683595622.HKD","LU2449936058.SGD","LU0169518387.USD","LU0441854154.USD","LU0096374516.USD","LU0320764599.SGD","LU0229945570.USD","LU1439103000.SGD","IE00B031J352.USD","LU0516423174.USD","LU1719994722.HKD","BK1104","LU0039217434.USD","LU0898667661.SGD","IE0008368742.USD","LU0700851271.USD","LU0164880469.USD","BK1531","BK1607","LU0648000940.SGD","LU0708995153.HKD","LU0173614495.USD","LU0307460666.USD","IE00B543WZ88.USD","LU0106959298.USD","LU1868837565.USD","HK0000306701.USD","LU1226287529.USD","LU0630378429.USD","LU0140636845.USD","LU2476274308.USD","LU0320764243.SGD","BK1575","LU0210527791.USD","LU1226287875.USD","LU0417516902.SGD","BK1590","LU0244354667.USD","LU0633140727.USD","LU1226288170.HKD","BK1618","SG9999004220.SGD","LU0607220059.USD","LU0823041008.USD","LU0348783233.USD","LU0501845795.SGD","LU1810669033.SGD","LU1115378108.SGD","LU0819121731.USD","LU1201861165.SGD","LU0502904849.HKD","IE0034224299.USD","LU0370786039.SGD","LU1051768304.USD","IE0009570106.USD","LU1226287792.SGD","SG9999001093.SGD","IE0008369823.USD","81024","LU0052750758.USD","LU1328277881.USD","LU1323998911.USD","LU0831093199.SGD","LU1242518931.SGD","LU0117844026.USD","LU0868486357.SGD","LU2293587155.HKD","LU1993786604.SGD","BK1586","LU1048588211.SGD","LU0359201885.HKD","LU0348825331.USD","LU0384037296.USD","LU0823426480.USD","LU1023057109.AUD","LU2125910849.SGD","BK1608","LU0259732245.USD","LU1568876251.USD","LU1655091459.SGD","LU0890818403.SGD","LU2488822045.USD","LU0572939691.SGD","BK1517","IE0003895053.USD","BK1502","SG9999001051.SGD","IE00BZ08YS42.EUR","IE0003851619.USD","SG9999003461.SGD","LU0117841782.USD","LU1048596156.SGD","LU0650527681.SGD","LU0648948544.HKD","LU0540923850.HKD","LU0128522744.USD","LU0261950983.USD","BK1109","LU1211504680.USD","LU0469268626.HKD","LU0873338254.USD","LU0608807946.USD","LU0449515922.USD","SG9999006597.SGD","LU2125910500.SGD","LU0577902371.SGD","SG9999001903.USD","LU0106252389.USD","LU0051755006.USD","LU1770036033.HKD","BK1564","BK0012","LU2097828805.USD","SG9999006514.SGD","LU0188438112.USD","LU1303224171.USD","BK0183","BK0184","IE00B067MR52.USD","LU2039709279.SGD","IE00B0169L03.USD","LU1048484197.HKD","LU2357305700.SGD","IE00B0JY6N72.USD","LU0463099449.HKD","LU0449509016.USD","LU1813983027.USD","89888","LU1769817179.HKD","LU0828237510.HKD","LU0477156797.USD","IE0003795394.USD","LU0605514214.HKD","LU0251144936.SGD","LU0972618739.USD","LU048805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4Q25营收6.599亿美元，环比升3.9%，接近之前指引上限。毛利率13.0%，为之前指引中位数，环比降0.5个百分点。管理层指引1Q26营收为6.5-6.6亿美元，指引毛利率13-15%。2025年资本开支为18.1亿美元，同比降34%。该机构预测公司2026/27年毛利率分别为14.2%/16.2%。该机构乐见九厂加速落地和继续扩产，维持买入评级，上调目标价到120港元，对应3.9倍2026年市净率。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01347","BK1614","LU0320764599.SGD","688347","BK1163","SG9999006597.SGD","BK1589","LU0052750758.USD","IE0034224299.USD","LU0708995583.HKD","BK1607"],"gpt_icon":0},{"id":"2613972755","title":"港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2613972755","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613972755?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 07:05","pubTimestamp":1771887922,"startTime":"0","endTime":"0","summary":"SK海力士在电话会上释放强烈信号：存储行业已全面进入卖方市场。受AI真实需求驱动及洁净室空间受限影响，今年存储价格将持续上涨。鉴于目前的生产计划，很难在2026年对HBM和标准型DRAM的产线进行有意义的调整。盛宝市场首席投资策略师Charu 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