今日盘中，华虹半导体（01347.HK）股价大涨5.05%，引发市场关注。
消息面上，华虹半导体近期发布的2025年第三季度业绩超出市场预期。公司实现销售收入6.352亿美元，同比增长20.7%，环比增长12.2%；毛利率达13.5%，同比提升1.3个百分点，环比提升2.6个百分点。公司预计第四季度销售收入将继续增长至6.5-6.6亿美元，毛利率维持在12%-14%区间。
业绩增长的主要驱动因素包括：1）AI相关需求持续强劲，公司在电源管理器件、MCU及相关产品方面受益显著，AI服务器相关电源管理营收占比约10%-12%；2）产能利用率保持高位，第三季度达109.5%，同比提升4.2个百分点；3）产品结构持续优化，模拟与电源管理业务同比增长34.1%，独立非易失性存储同比增长106.6%。此外，公司12英寸产能稳步释放，无锡Fab 9产能预计到2026年年中将达到6.5万片/月，为未来增长提供保障。
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