周二盘中，华虹半导体（01347）股价大涨5.12%，引发市场关注。该公司近期业绩表现亮眼，加之券商给予积极评级，推动股价上涨。
国信证券最新研报维持华虹半导体"优于大市"评级。该券商看好公司在特色工艺代工领域的龙头地位，认为其拥有头部客户群和领先工艺优势。华虹半导体第四季度业绩符合预期，营收达5.392亿美元，同比增长18.4%，环比增长2.4%。毛利率为11.4%，同比提升7.4个百分点，略好于公司此前9%-11%的指引。值得注意的是，公司12英寸晶圆业务表现突出，收入同比大增40.2%。
此外，南向资金持续看好华虹半导体，截至4月17日已连续6个交易日增持该股。公司产能利用率保持在高位，第四季度达103.2%，显示出强劲的市场需求。展望未来，华虹半导体预计2025年第一季度收入将保持在5.3-5.5亿美元区间，毛利率在11%-13%之间，整体保持平稳增长态势。业绩稳定增长、产能持续满载，加上资金持续流入，共同推动华虹半导体股价上涨。
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