【建银国际：产能提升压力拖累华虹半导体毛利率 上调目标价20%】金十数据5月12日讯，建银国际发报告指，考虑到华虹半导体(01347.HK)新厂折旧增加，对其毛利率展望较为保守，下调集团2025—2027年盈测，同时小幅下调平均每股账面价值预测。另一方面，在工业和汽车市场触底回升的带动下，功率器件和MCU（公司在中国拥有领先技术）的需求可能在下半年出现显著复苏。因此，该行将华虹半导体估值目标倍数上调，上调集团H股目标价20%，由30港元升至36港元。因该行相信，随著本地化趋势以及工业和汽车市场的好转，华虹半导体将迎来复苏，故维持“跑赢大市”评级。
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.