智通财经APP获悉，华虹半导体(01347)午后涨超6%，截至发稿，涨5.95%，报38.3港元，成交额17.76亿港元。
国信证券认为，华虹晶圆交付量环比增长，产能利用率保持高位。成熟制程国产化加速，公司将持续受益。此外，在本地化供应需求下，公司成为海外公司如意法半导体在中国的特色工艺代工选择，该类海外客户已有稳定客户群，未来有望对华虹12英寸产能扩充及盈利能力提供较好支撑。
美银证券发表报告，将华虹半导体的评级从“跑输大市”上调至“买入”，对其2025/2026年利润率复苏持乐观态度。关键驱动因素包括中国半导体市场供需重新平衡，晶圆代工企业定价环境改善；与国内外无晶圆厂商的市场份额扩张机会；对美国市场的依赖度低。该行将目标价由17港元大幅上调至44.5港元。
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