华虹半导体(01347)盘中涨超4%,截至发稿,股价上涨3.55%,现报35港元,成交额12.28亿港元。
华兴证券发布研报称,华虹半导体新任总裁白鹏在业绩电话会上明确了华虹作为特色工艺平台的增长驱动战略。该行认为,白鹏将部分产品迁移至更先进制程以提升性能和效率的规划很合理,实施这一增长计划的背景十分有利,立足中国、服务中国的路径只会愈发突显,而华虹在定价方面相比海外同行具有竞争力。无锡新12英寸生产线将于今年逐步投产,并于2026至2027年持续爬坡。
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