半导体普遍回调 华虹半导体(01347)跌超3% 新的美国关税将于1月1日生效

金吾财讯
31 Dec 2024

金吾财讯 | 半导体普遍回调,宏光半导体(06908)跌4.29%,华虹半导体(01347)跌3.09%,中芯国际(00981)跌2.76%,上海复旦(01385)跌1.94%。12月23日,拜登政府宣布对中国制造的成熟制程半导体发起301贸易调查,可能会对来自中国的汽车、洗衣机、电信设备等芯片征收更多的美国关税,并将于25年1月移交给特朗普政府完成。此前,拜登已经对中国半导体征收了50%的关税,该关税将于1月1日开始生效。国信证券认为,海外持续限制将令国产半导体自主可控进一步加速。同时,伴随国产化产线的稳定量产和良率提升,国内成熟制程半导体具备一定的成本优势,物美价廉的国产半导体份额将会持续提升。

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