异动解读 | 华虹半导体盘中大跌5.03%,拟收购上海华力微电子引发市场担忧

异动解读
Aug 18, 2025

华虹半导体(01347.HK)今日盘中大跌5.03%,引发市场关注。该公司股价的大幅下跌主要与其最新公布的重大资产收购计划有关。

根据公司公告,华虹半导体正在筹划以发行股份及支付现金的方式收购上海华力微电子有限公司(华力微)的控股权,同时配套募集资金。此次收购旨在解决公司IPO时承诺的同业竞争问题。收购标的为华力微所运营的与华虹公司在65/55nm和40nm存在同业竞争的资产(华虹五厂)所对应的股权。

尽管此次收购可能增强华虹半导体的产能和市场地位,但市场似乎对这一大规模收购计划持谨慎态度。投资者可能担心收购带来的财务压力和整合风险。此外,由于交易细节尚未完全披露,不确定性也可能加剧了市场的担忧情绪。值得注意的是,公司A股(688347.SH)已于今日起停牌,预计停牌时间不超过10个交易日,而H股继续交易,这种信息不对称也可能影响了H股的表现。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10