港股詳情

本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務

港股-半導體

1,625.930

+51.3723.26%

漲家數：9

跌家數：3

平家數：2

市盈率：- -

高：1,648.063

開：1,575.781

低：1,539.424

收：1,574.558

資料載入中...

總覽新聞資訊

中芯國際：產能飽滿，關注市場變化

一季度工業與汽車收入環比增長超兩成！中芯國際聯席CEO趙海軍：已看到相關領域觸底反彈的信號

每日经济新闻

港股指數早盤衝高回落恒指半日微升0.01% 中芯國際(00981)跌6.87%

港股午評：恒指收漲0.01% 芯片及軍工股大幅回調

A股午評：創業板指跌近1% 超4100股下跌！半導體板塊集體調整

中芯國際一季度淨利暴增166.5%！半導體行業淡季不淡，真主線！

【港股震盪走低，恒生科技指數跌超2%】港股震盪走低，恒生科技指數跌超2%，恒生指數跌0.3%。芯片股領跌，華虹半導體跌超10%，中芯國際跌超6%。

中芯國際和華虹公司近期未有股東發佈減持A股相關公告

南方财经网

中芯國際和華虹公司近期並未有股東發佈減持A股公告

中芯國際和華虹公司近期並未有股東發佈減持A股公告

中芯國際股價走弱一季度受突發事件影響收入未達預期

預期二季度收入環比下降4%~6%，中芯國際A股H股下挫

深圳商报·读创

華虹半導體：5 月 9 日一度大跌 13%

華虹(01347.HK)中芯(00981.HK)齊遭國家大基金減持

阿斯达克财经

中芯國際：手機客戶Q3或下調備貨目標代工行業面臨價格下行壓力

南方财经网

中芯國際趙海軍：市場基本面較一季度無太大變化更多晶圓代工需求迴流本土

中芯國際：手機客户Q3或下調備貨目標代工行業面臨價格下行壓力

中芯國際趙海軍：看到更多需求迴流本土可在採購層面吸收掉關税影響

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/BK1614/news?page=3"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"BK1614","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK1614\",,,,,undefined,":{"symbol":"BK1614","market":"HK","secType":"PLATE","nameCN":"港股-半導體","latestPrice":1625.93,"timestamp":1747037290076,"preClose":1574.5576,"halted":0,"volume":186025670,"delay":0,"changeRate":0.032627,"floatShares":0,"shares":0,"eps":0,"marketStatus":"已收盤","change":51.372437,"latestTime":"05-12 16:00:00","open":1575.7806,"high":1648.0632,"low":1539.4236,"amount":7013998493,"amplitude":0.068997,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"tradingStatus":0,"nextMarketStatus":{"tag":"開盤","tradingStatus":2,"beginTime":1747099800000},"marketStatusCode":0,"adr":0,"adjPreClose":0,"openAndCloseTimeList":[[1747013400000,1747022400000],[1747026000000,1747036800000]],"pbRate":2.368987,"peRate":87.410207,"turnoverRate":0.010393,"increases":9,"decrements":3,"flats":1,"marketCap":462777049404,"floatMarketCap":346346662716},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK1614\",,,,,undefined,":{"symbol":"BK1614","high":1648.0632,"amplitude":0.068997,"preClose":1574.5576,"low":1539.4236,"pbRate":"2.368987","latestPrice":1625.93,"volume":186025670,"delay":0,"open":1575.7806,"prevYearClose":1192.7573,"prevWeekClose":1574.558,"prevMonthClose":1704.755,"prevQuarterClose":1655.619,"fiveDayClose":1729.615,"twentyDayClose":1417.789,"sixtyDayClose":1675.263,"secType":"PLATE","market":"HK","turnoverRate":0.010393,"peRate":87.410207,"marketCap":462777049404,"floatMarketCap":346346662716,"timestamp":1747037290076,"nameCN":"港股-半導體"},"@#url:\"https://hq.skytigris.cn/api/global/plate/up_down\",method:\"POST\",data:#delay:false,bkCodes:@\"BK1614\",,,,undefined,":{"bkCode":"BK1614","up":9,"down":3,"flat":2},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"BK1614\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2534141371","title":"中芯國際：產能飽滿，關注市場變化","url":"https://stock-news.laohu8.com/highlight/detail?id=2534141371","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534141371?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 12:45","pubTimestamp":1746765953,"startTime":"0","endTime":"0","summary":"【5 月 9 日消息，中芯国际联席 CEO 赵海军在一季报电话会议上发声】5 月 9 日早晨，赵海军称，当下市场虽有诸多新因素，但基本面和一季度相比变化不大，公司产能利用率持续饱满。他表示已看到工业和汽车等各行业触底反弹的积极信号，产业链在地化转换持续走强，更多晶圆代工需求回流本土。同时，市场正经历关税政策变化引发的焦虑。接下来，关税政策变化、市场刺激和急建库存是否透支未来需求等情况，都值得密切留意。（责任编辑：张晓波 ）","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=nesSN20250509130526a477a844&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509130526a477a844&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1614","00981","BK1610","BK1163","BK1526","BK1607","688981"],"gpt_icon":0},{"id":"2534149652","title":"一季度工業與汽車收入環比增長超兩成！中芯國際聯席CEO趙海軍：已看到相關領域觸底反彈的信號","url":"https://stock-news.laohu8.com/highlight/detail?id=2534149652","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534149652?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 12:44","pubTimestamp":1746765887,"startTime":"0","endTime":"0","summary":"5月9日上午，中芯国际（SH688981,股价89.98元，市值7185亿元）召开2025年第一季度业绩说明会。按照国际财务报告准则，一季度，中芯国际整体实现销售收入22.47亿美元，环比增长1.8%。从服务类型来看，收入分为晶圆收入和其他收入，占比分别为95.2%和4.8%。从金额来看，晶圆收入环比增长5%。其中8英寸、12英寸晶圆收入环比增长18%和2%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202505093400503231.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505093400503231.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1526","BK1607","BK1163","BK1614","BK1610","00981"],"gpt_icon":1},{"id":"2534866145","title":"港股指數早盤衝高回落 恒指半日微升0.01% 中芯國際(00981)跌6.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2534866145","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534866145?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 12:08","pubTimestamp":1746763719,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股指数早盘冲高回落，截至午间收盘，恒指微升0.01%，国企指数跌0.26%，恒生科技指数跌1.61%。中芯国际跌6.87%，万洲国际跌3.76%，京东健康跌3.55%，信义光能跌3.13%。涨幅方面，恒基地产涨5.3%，周大福涨3.82%，新鸿基地产涨3.08%。标普500已基本收复对等关税以来所有跌幅，继续反弹有压力。特朗普关税策略可能反复，美股企业盈利二季度仍有压力，以及美联储降息时点不及预期等都会持续干扰市场。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/MzNhMjUxNDI3Yzg1Yjg1NGVkN2ZhNDc2YWI2MTA4NTA5OTA5OTQ4.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/MzNhMjUxNDI3Yzg1Yjg1NGVkN2ZhNDc2YWI2MTA4NTA5OTA5OTQ4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958395","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HSI","SGXZ49509284.SGD","BK1163","MCHmain","MHImain","LU1064131003.USD","BK1607","LU2148510915.USD","HHImain","YANG","BK1610","BK0214","688981","LU1064130708.USD","BK4614","HSImain","02833","513600","00981","BK1526","BK1614","HSTECH","SGXZ81163826.USD","HSCEI"],"gpt_icon":0},{"id":"2534814322","title":"港股午評：恒指收漲0.01% 芯片及軍工股大幅回調","url":"https://stock-news.laohu8.com/highlight/detail?id=2534814322","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534814322?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 12:08","pubTimestamp":1746763712,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5e101dc9aa93f00c8669f7f1b42596ee","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["161024","BK1559","BK1614","HSTECH","LU0708995583.HKD","02833","BK1589","00012","BK1240","BK1526","BK0214","BK1502","SG9999006597.SGD","00981","LU1064130708.USD","159813","159732","LU0320764599.SGD","SG9999011746.SGD","BK1616","BK1587","IE00B12V2V27.USD","688981","BK1607","HHImain","LU0052750758.USD","HSI","HSImain","159562","SGXZ49509284.SGD","BK1224","BK1545","02589","BK1602","HSCEI","MCHmain","01929","IE0034224299.USD","01347","YANG","SGXZ81163826.USD","07226","BK1610","MHImain","IE00BYTNYN87.SGD","BK1601","513600","LU2148510915.USD","LU1064131003.USD"],"gpt_icon":0},{"id":"2534148504","title":"A股午評：創業板指跌近1% 超4100股下跌！半導體板塊集體調整","url":"https://stock-news.laohu8.com/highlight/detail?id=2534148504","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534148504?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 11:43","pubTimestamp":1746762207,"startTime":"0","endTime":"0","summary":"A股主要指数早盘集体下跌，截至午盘，沪指跌0.26%报3343.38点，深成指跌0.84%，创业板指跌0.99%，北证50指数跌0.44%。全市场半日成交额8063亿元，较上日缩量212亿元，超4100只个股下跌。市场避险情绪降温，金价回调跌破3300美元，华钰矿业跌超5%，四川黄金跌超2%；半导体板块集体调整，华虹公司跌超10%，中芯国际跌超4%。","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=nesSN2025050911444094f14b1e&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050911444094f14b1e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","BK1526","BK1607","00981","BK1614","BK1610","688347"],"gpt_icon":1},{"id":"2534211013","title":"中芯國際一季度淨利暴增166.5%！半導體行業淡季不淡，真主線！","url":"https://stock-news.laohu8.com/highlight/detail?id=2534211013","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534211013?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 11:19","pubTimestamp":1746760776,"startTime":"0","endTime":"0","summary":"中芯国际昨晚发布的一季度财报，实实在在给半导体行业打了一剂强心针：营收163.01 亿元，同比增长近30%；净利润13.56亿元，暴增166.5%。这样的成绩出现在传统淡季，本身就足够惊喜，再加上整个行业的复苏趋势延续明显，半导体行业淡季不淡，不愧是自主可控2.0版本的真主线！以聚焦半导体行业卖铲子环节的$半导体设备ETF$为例，其标的指数中证半导一季度营收涨23.37%、净利润涨48.98%；成分股北方华创更是单季赚15.81亿，力压一众半导体设备厂商板块盈利王。","market":"sh","thumbnail":"http://imgcloud.jrjimg.cn/2025/05/09/653a9b134b3341d166fb2f2fbc90b086.png","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/05/09/653a9b134b3341d166fb2f2fbc90b086.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.jrj.com.cn/2025/05/09111950250400.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU1064130708.USD","LU1064131003.USD","SGXZ81163826.USD","159582","SGXZ49509284.SGD","BK0214","00981","688981","BK1610","BK1607","BK1614","LU2148510915.USD","BK1163","BK1526"],"gpt_icon":1},{"id":"2534171001","title":"【港股震盪走低，恒生科技指數跌超2%】港股震盪走低，恒生科技指數跌超2%，恒生指數跌0.3%。芯片股領跌，華虹半導體跌超10%，中芯國際跌超6%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2534171001","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534171001?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 11:06","pubTimestamp":1746759972,"startTime":"0","endTime":"0","summary":"港股震荡走低，恒生科技指数跌超2%，恒生指数跌0.3%。芯片股领跌，华虹半导体跌超10%，中芯国际跌超6%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5e101dc9aa93f00c8669f7f1b42596ee","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/09110650250090.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU0052750758.USD","688981","IE0034224299.USD","HSTECH","LU0708995583.HKD","LU2148510915.USD","BK1614","BK4614","513600","159813","LU0320764599.SGD","MCHmain","HHImain","SG9999006597.SGD","HSI","BK1163","YANG","BK1589","BK1607","01347","HSCEI","BK1610","SGXZ49509284.SGD","02833","LU1064131003.USD","SGXZ81163826.USD","BK0214","BK1526","LU1064130708.USD"],"gpt_icon":0},{"id":"2534174391","title":"中芯國際和華虹公司近期未有股東發佈減持A股相關公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2534174391","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534174391?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:57","pubTimestamp":1746759427,"startTime":"0","endTime":"0","summary":"南方财经5月9日电，据证券时报，有市场人士关注，中芯国际和华虹公司的一季报中，其重要股东国家集成电路产业投资基金股份有限公司旗下全资孙公司鑫芯（香港）投资有限公司（以下简称鑫芯香港）持股比例发生变动。据了解，鑫芯香港持有两家公司的股份均为H股，其减持行为不涉及两家公司A股股份。近期，中芯国际和华虹公司两家公司均未有股东发布减持A股相关公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0f219fb4b9821a5e650a5ab7267d7401","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505093400452370.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1610","BK1607","BK1614","BK1526","BK1163","00981"],"gpt_icon":0},{"id":"2534012114","title":"中芯國際和華虹公司近期並未有股東發佈減持A股公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2534012114","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534012114?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:47","pubTimestamp":1746758848,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0f219fb4b9821a5e650a5ab7267d7401","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["159982","LU2148510915.USD","688347","BK1163","BK1610","SGXZ49509284.SGD","688981","BK1607","BK0214","LU1064130708.USD","LU1064131003.USD","SGXZ81163826.USD","BK1614","399300","00981","159546","BK1526"],"gpt_icon":0},{"id":"2534114720","title":"中芯國際和華虹公司近期並未有股東發佈減持A股公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2534114720","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534114720?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:46","pubTimestamp":1746758760,"startTime":"0","endTime":"0","summary":"人民财讯5月9日电，5月8日晚间，两大晶圆代工巨头中芯国际、华虹公司披露2025年一季报。有市场人士关注到，中芯国际和华虹公司的一季报中，其重要股东国家集成电路产业投资基金股份有限公司旗下全资孙公司鑫芯（香港）投资有限公司（以下简称鑫芯香港）持股比例发生变动。证券时报记者从知情人士处获悉，鑫芯香港持有两家公司的股份均为H股，其减持行为不涉及两家公司A股股份。近期，中芯国际和华虹公司两家公司均未有股东发布减持A股相关公告。","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=nesSN20250509104614a6d87914&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"0f219fb4b9821a5e650a5ab7267d7401","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509104614a6d87914&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1526","LU0708995583.HKD","01347","BK1614","IE0034224299.USD","BK1607","LU0052750758.USD","00981","BK1589","BK1163","LU0320764599.SGD","BK1610","SG9999006597.SGD"],"gpt_icon":0},{"id":"2534511238","title":"中芯國際股價走弱 一季度受突發事件影響收入未達預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2534511238","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534511238?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:45","pubTimestamp":1746758710,"startTime":"0","endTime":"0","summary":"【中芯国际股价走弱 一季度受突发事件影响收入未达预期】5月9日上午，中芯国际（688981.SH）联合CEO赵海军在2025年一季度业绩说明会中表示，由于工厂生产性波动，今年一季度后半期平均销售单价下降，导致收入未能达到指引预期，这一影响将会延续到二季度。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202505093400424621.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505093400424621.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1163","BK1526","BK1607","BK1614","BK1610","00981"],"gpt_icon":1},{"id":"2534114632","title":"預期二季度收入環比下降4%~6%，中芯國際A股H股下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2534114632","media":"深圳商报·读创","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534114632?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:41","pubTimestamp":1746758479,"startTime":"0","endTime":"0","summary":"5月9日，中芯国际绩后AH股联袂低开，截至发稿，H股跌6.98%，报42.0港元；A股跌4.26%，报86.15元/股。消息面上，中芯国际5月8日晚间，发布一季度报告，营业收入163.01亿元，同比增长29.4%；净利润13.56亿元，同比增长166.5%。对于净利润变动原因，中芯国际表示：“主要是由于晶圆销量上升、产品组合变化使营业收入同比增加所致。","market":"hk","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://finance.eastmoney.com/a/202505093400422275.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1614","00981","BK1607","BK1526","BK1610","BK1163"],"gpt_icon":1},{"id":"2534114727","title":"華虹半導體：5 月 9 日一度大跌 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2534114727","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534114727?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:12","pubTimestamp":1746756765,"startTime":"0","endTime":"0","summary":"【5 月 9 日，华虹半导体盘中一度大跌超 13%，至 30.6 港元。】昨晚公司公布业绩，2025 年一季度销售收入 5.409 亿美元，同比增长 17.6%，环比增长 0.3%，12 英寸晶圆表现强劲，占比 57.3%。毛利率 9.2%，环比上升 2.8 个百分点，同比下降 2.2 个百分点。母公司拥有人应占溢利 380 万美元，同比减少 88.05%。","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=nesSN2025050910342994f135d8&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050910342994f135d8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0320764599.SGD","BK1607","LU0052750758.USD","BK1163","BK1614","SG9999006597.SGD","BK1589","01347","IE0034224299.USD","LU0708995583.HKD"],"gpt_icon":0},{"id":"2534111148","title":"華虹(01347.HK)中芯(00981.HK)齊遭國家大基金減持","url":"https://stock-news.laohu8.com/highlight/detail?id=2534111148","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534111148?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:10","pubTimestamp":1746756600,"startTime":"0","endTime":"0","summary":"据内媒统计，国家集成电路产业投资基金(国家大基金)旗下鑫芯(香港)投资于今年首季减持中芯(00981.HK) 近6,598万股，并减持华虹(01347.HK) 约633万股。华虹今早低开9.22%，现报31.5元，跌10.64%。中芯今早亦低开5.87%，现报42.3元，跌6.31%。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-08 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180910115021061_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180910115021061_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1438839/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0052750758.USD","SG9999006597.SGD","IE0034224299.USD","BK1589","LU0320764599.SGD","BK1163","LU0708995583.HKD","SGXZ81163826.USD","688981","LU2148510915.USD","BK1614","LU1064130708.USD","00981","BK1526","BK0214","BK1607","BK1610","LU1064131003.USD","SGXZ49509284.SGD","01347"],"gpt_icon":0},{"id":"2534198461","title":"中芯國際：手機客戶Q3或下調備貨目標 代工行業面臨價格下行壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=2534198461","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534198461?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 10:09","pubTimestamp":1746756551,"startTime":"0","endTime":"0","summary":"南方财经5月9日电，据财联社，中芯国际联合CEO赵海军表示，此前市场预计智能手机、电脑都会有很大成长，但今年5月份公司看到，手机的总出货量预计将得到修正，Q3可能出现客户备货目标的向下调整；PC产品销售平稳但缺乏大幅成长，下游备货情况已经差不多（完成）；电视、平板电脑在内的面板整体供过于求。以上因素导致对代工行业形成价格下行压力。","market":"hk","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://finance.eastmoney.com/a/202505093400387534.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1614","BK1163","BK1607","BK1610","00981","BK1526"],"gpt_icon":0},{"id":"2534151441","title":"中芯國際趙海軍：市場基本面較一季度無太大變化 更多晶圓代工需求迴流本土","url":"https://stock-news.laohu8.com/highlight/detail?id=2534151441","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534151441?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 09:56","pubTimestamp":1746755813,"startTime":"0","endTime":"0","summary":null,"market":"hk","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":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK1614","LU1064131003.USD","SGXZ49509284.SGD","00981","LU1064130708.USD","LU2148510915.USD","BK1526","BK0214","688981","BK1607","BK1610","SGXZ81163826.USD","BK1163"],"gpt_icon":0},{"id":"2534151971","title":"中芯國際：手機客户Q3或下調備貨目標 代工行業面臨價格下行壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=2534151971","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534151971?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 09:55","pubTimestamp":1746755753,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6c7d13d1cd10fba8b089cd5293830a41","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK4209","BK0214","SGXZ81163826.USD","688981","BK1607","BK1526","00981","PC","SGXZ49509284.SGD","LU2148510915.USD","BK1610","LU1064130708.USD","LU1064131003.USD","BK1163","BK1614"],"gpt_icon":0},{"id":"2534115042","title":"中芯國際趙海軍：看到更多需求迴流本土 可在採購層面吸收掉關税影響","url":"https://stock-news.laohu8.com/highlight/detail?id=2534115042","media":"格隆汇APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534115042?lang=zh_tw&edition=fundamental","pubTime":"2025-05-09 09:51","pubTimestamp":1746755460,"startTime":"0","endTime":"0","summary":"格隆汇5月9日｜据科创板日报，中芯国际联合CEO赵海军表示，新的市场因素出现后，二季度基本面相比一季度没有发生太大变化，客户都在沉着应对，公司产能利用率继续保持饱满状态。公司已经看到各行业，包括工业与汽车领域触底反弹的积极信号，产业链在地化转换也继续走强，更多晶圆代工需求回流本土。关税政策出台后，中芯国际进行内部测算，并与供应商、国内外客户做了深入交流，政府也与工业界密切沟通，结论是实际对行业的直接影响非常小，“影响小过一个百分点”。半导体代工行业，在采购层面可以吸收掉关税影响。               \n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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":"https://finance.sina.com.cn/stock/bxjj/2025-05-09/doc-inevxrkc9375230.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["688981","LU1064130708.USD","BK0214","LU2148510915.USD","SGXZ49509284.SGD","00981","BK1607","BK1610","BK1526","BK1614","BK1163","LU1064131003.USD","SGXZ81163826.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":3,"totalSize":172,"code":"91000000","status":"200"}]}}