美银证券发表报告，将华虹半导体(01347.HK) 评级从“跑输大市”上调至“买入”，对其2025/2026年利润率复苏持乐观态度。关键驱动因素包括中国半导体市场供需重新平衡，晶圆代工企业定价环境改善；与国内外无晶圆厂商的市场份额扩张机会；对美国市场的依赖度低。
受晶圆平均售价增长支持，该行预测华虹的营运利润率将从2024年的-8%，改善至2025年的盈亏平衡，并于2026年正常化至12%。同时将2025/2026年每股盈利预测分别上调46%和85%，目标价由17元大幅调升至44.5元。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-15 16:25。)
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