异动解读|晶合集成盘中下跌3.43%,日本特气出口管制落地叠加半导体板块集体回调

行情直击
Aug 18

8月18日,晶合集成盘中下跌3.43%,报35.44港元/股,成交额7781.25万港元。

消息面上,日本经济产业省第三轮半导体出口管制新规于8月16日全面落地执行,针对光刻混合气、蚀刻沉积高纯氟化物等20大类高端电子特气实施对华逐案单独许可,审批周期拉长至4至6个月,头部晶圆厂被列入重点审查清单,直接冲击国内晶圆制造供应链。晶合集成作为12英寸晶圆代工企业,特气为生产核心耗材,管制落地加剧市场对供应链成本及交付周期的担忧。板块方面,半导体产品行业当日整体走弱,华虹宏力跌4.65%、兆易创新跌5.32%、澜起科技跌6.37%,行业共振回调拖累股价。此外,公司A股前一交易日大涨8.76%后短期获利回吐压力亦有所释放。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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