《大行》华兴证券升华虹半导体(01347.HK)目标价至44元 多元化技术组合及新晶圆厂提升利润

阿斯达克财经
Mar 05, 2025

华兴证券发表报告指,华虹半导体(01347.HK) 多元化技术组合及新晶圆厂提升利润表现,或带来重新估值。重申“买入”评级,目标价从30.4元上调至44元。报告指,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,他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。他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...

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