华虹半导体（01347.HK）今日盘中大跌8.94%，股价走势令投资者关注。该公司最新发布的2025年第一季度财报显示，尽管销售收入同比增长17.6%，但净利润大幅下滑88.2%，这一业绩表现显然不及市场预期。
根据公司公告，华虹半导体2025年第一季度实现销售收入5.409亿美元，同比增长17.6%，环比增长0.3%。然而，净利润仅为375万美元，同比暴跌88.2%。公司解释称，净利润大幅下降的主要原因包括研发投入增加、所得税抵免减少以及外币汇兑损失上升。
此外，华虹半导体总裁兼执行董事白鹏表示，虽然华虹制造项目的产能爬坡进度符合预期，但近期国际环境和相关政策的变化给半导体行业带来较大不确定性，包括客户需求、采购成本和产业链格局等方面。这些因素可能进一步影响投资者对公司未来业绩的预期。值得注意的是，国家集成电路产业投资基金（俗称"大基金"）旗下全资孙公司鑫芯（香港）投资有限公司在一季度减持了华虹公司633.3万股，这一举动也可能对市场信心产生影响。
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