智通财经APP获悉，里昂发布研报称，华虹半导体(01347)首季净利润380万美元，较市场预期大幅低出85%，而次季的收入与毛利率指引亦低于预期。该行指出，由于华虹的毛利率预测被下调，下调对其2025至27年各年盈测分别61%、10%及7%。不过，由于同业估值获上调，上调对其估值基础，目标市账率由1倍升至1.25倍，对其H股目标价由30.6港元上调至36.9港元，维持“跑赢大市”评级。
集团管理层表示，由于公司八成收入来自国内客户，因此关税对公司的影响不大，且对美国客户的影响有限，因为他们在中国销售的产品均是在中国制造。整体而高，公司预期关税对其设备、元件及材料采购的影响极微。
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