港股詳情

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港股-半導體

2,768.489

-10.441-0.38%

漲家數：6

跌家數：3

平家數：5

市盈率：- -

高：2,870.830

開：2,783.533

低：2,760.410

收：2,778.930

成交量：1.52億

成交額：78.63億

市值：7,888.40億

流通市值：5,896.50億

資料載入中...

總覽新聞資訊

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ITBEAR科技资讯

【招商電子】中芯國際：25Q3收入和毛利率超指引，整體訂單供不應求

靖洋集團(08257)獲溢價約87.0%提私有化 11月17日復牌

國產供應鏈切換紅利勁爆，中芯國際四季度指引謹慎樂觀

21世纪经济报道

啱啱，廣東半導體「小巨人」過會！背靠設備大廠，擬募資14.69億

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華虹半導體11月14日主力淨流出6898.2萬元散户資金買入

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中芯國際月產能首破百萬片，產業鏈調整下四季度或「淡季不淡」

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中芯國際全年收入或破90億美元，存儲器市場供不應求致業績指引回落

ITBEAR科技资讯

電子行業25年三季報總結：行業分化顯著，AI與科技自立雙主線清晰

中芯國際預計2026年汽車和手機行業將面臨存儲器短缺問題

环球市场播报

中芯國際：不較勁短期答卷，AI「國產芯」才是真信仰？

中芯國際（紀要）：存儲漲價，終端廠商對明年計劃趨於保守

半導體設備ETF下跌0.46% 機構看好AI存儲週期

中芯國際：Q4業績指引回落，出貨預測偏保守

第一大權重股「中芯國際」業績暴增！淨利勁增43%，國內首隻港股信息技術ETF上市聚焦「港股芯片」

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04:18","pubTimestamp":1763151534,"startTime":"0","endTime":"0","summary":"11月14日，该基金收盘下跌2.45%，当日成交额达2420.83万元。作为追踪上证科创板50成分指数的ETF产品，其波动情况持续受到投资者密切跟踪。该基金于2025年5月21日正式成立，全称为富国上证科创板50成分交易型开放式指数证券投资基金，简称科创50ETF富国。其管理费率为每年0.15%，托管费率为每年0.05%，业绩比较基准直接挂钩上证科创板50成分指数收益率。规模数据方面，截至11月13日，该基金最新份额为3.52亿份，对应资产规模达5.04亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111505163395052d0a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:00","pubTimestamp":1763132432,"startTime":"0","endTime":"0","summary":"待计划生效后，所有计划股份将予以注销，每股计划股份的注销价0.245港元，较于2025年11月5日于联交所所报收市价每股股份0.131港元溢价约87.0%。公司已向联交所申请股份自2025年11月17日上午九时正起于联交所GEM恢复买卖。据悉，要约人集团乃世界级工业技术集团，致力开发应用于各类高要求工业领域的先进热系统。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1369636.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"靖洋集团(08257)获溢价约87.0%提私有化 11月17日复牌","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["08257","BK1169","BK1614"],"gpt_icon":0},{"id":"2583572492","title":"國產供應鏈切換紅利勁爆，中芯國際四季度指引謹慎樂觀","url":"https://stock-news.laohu8.com/highlight/detail?id=2583572492","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583572492?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 18:16","pubTimestamp":1763115360,"startTime":"0","endTime":"0","summary":"国产供应链切换，产能利用率超预期中芯国际三季度的增长，首先归功于“国产供应链切换”这一主引擎的强劲发动。财报数据显示，三季度中芯国际来自中国区客户的收入占比已高达86.2%，较二季度的84.1%进一步提升。除了国产切换这一长期利好，客户补库存需求则是推动三季度业绩的另一只手。财报显示，中芯国际三季度资本开支为23.94亿美元，今年前三季度累计资本开支已达57亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114182228a4a15c44&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:38","pubTimestamp":1763113118,"startTime":"0","endTime":"0","summary":"本次IPO，恒运昌拟使用募资投入金额14.69亿元，投资于沈阳半导体射频电源系统产业化建设项目、半导体与真空装备核心零部件智能生产运营基地项目、研发与前沿技术创新中心项目、营销及技术支持中心项目及补充流动资金。截至2025年6月30日，恒运昌共有研发人员158名，占全部员工比例为42.13%。截至报告期末，该公司拥有已授权发明专利108项，在申请发明专利133项。截至2025年6月末，恒运昌在手订单金额为1.07亿元，较2024年末下滑22.13%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114193940a6f972b3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:28","pubTimestamp":1763112500,"startTime":"0","endTime":"0","summary":"不拘中国、放眼世界！关注世界半导体论坛↓↓↓11月14日消息，面临全球内存/存储价格的疯涨，这让手机厂商明显感受到了压力，而中芯国际也公开预警了。中芯国际CEO赵海军在今日举行的业绩会上表示，存储芯片产能供应紧张，致使智能手机领域客户拿货趋于谨慎。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114200451a4a193de&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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华虹半导体股价跌1.78%，报收77.25元，成交金额25.3亿元，换手率2.44%，振幅5.09%，量比0.75。华虹半导体今日主力资金净流出6898.2万元，上一交易日主力净流入1.5亿元。该股近5个交易日下跌2.71%，主力资金累计净流入2.0亿元；近20日主力资金累计净流入9.9亿元，其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114162103a6f90096&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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晶门半导体股价跌3.16%，报收0.46元，成交金额187.2万元，换手率0.16%，振幅3.16%，量比1.61。晶门半导体今日主力资金净流出55.8万元，上一交易日主力净流出0万元。该股近5个交易日下跌3.16%，主力资金累计净流出129.5万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出316.4万元，其中净流出天数为9日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511141617029768f288&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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快速跳水3.04%報73.300港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2583605527","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583605527?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 15:19","pubTimestamp":1763104796,"startTime":"0","endTime":"0","summary":"2025年11月14日下午盘15时19分，中芯国际股票出现波动，股价快速下跌3.04%。截至发稿，该股报73.300港元/股，成交量8508.05万股，换手率1.42%，振幅5.22%。中芯国际股票所在的半导体行业中，整体跌幅为2.00%。中芯国际最新公布的财报显示，三季度营收171.62亿元，同比增长9.9%，25.5%的毛利率更是环比大幅提升4.8个百分点，产能利用率攀升至95.8%，接近满产状态。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114151956a4a0e708&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:24","pubTimestamp":1763094285,"startTime":"0","endTime":"0","summary":"中芯国际近日公布了最新季度财务报告，数据显示公司第三季度业绩表现强劲，销售收入达到23.82亿美元，环比增长7.8%，前三季度累计收入达68.38亿美元，同比增长17.4%。公司联合首席执行官赵海军在业绩说明会上表示，这一增长主要得益于全球产业链结构调整加速以及渠道补库存需求的持续释放，企业通过积极配合客户需求保障了产能供应。产能方面，中芯国际单季月产能首次突破百万片大关，达到102.3万片，产能利用率攀升至95.8%的高位水平。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114131526a6f8a14a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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才是真信仰？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583239255","media":"海豚研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583239255?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 11:39","pubTimestamp":1763091567,"startTime":"0","endTime":"0","summary":"海豚君整体观点：短期不用较劲，国芯崛起才是信心。中芯国际本季度业绩整体还不错，主要是毛利率的超预期提升，主要来自于本季度均价回升幅度明显高于单位成本的增加。中芯国际之所以能在 PB 估值上明显高于其他两家，主要体现了 “国产替代” 和 “制程突破” 的美好期待。每当中美摩擦升级、国产半导体有所突破，都会进一步强化 “国产芯链” 的信心，直接拉动中芯国际 PB 估值的抬升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114115416a4a08a94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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