第一上海研报指出,认为华虹半导体(1347.HK)当前良好的运营提效趋势下,未来经营业绩将逐年改善,估值有望修复。以及按照华虹公司2023年8月科创版上市之规划,三年内集团将把旗下上海华力微电子(华虹五厂)注入公司,华力微覆盖65/55/40nm 工艺,目前已属于折旧末期,注入后将进一步提升公司资产质量和产能增量。调整公司2025-2027年收入为24.5/29.6/34.4亿美元,股东净利润为...
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