《大行》交银国际:华虹半导体(01347.HK)次季收入指引符预期 目标价升至37元

阿斯达克财经
13 May

交银国际研究报告指,管理层指引华虹半导体(01347.HK) 今年次季收入指引介乎5.5亿至5.7亿美元(下同),符合预期;毛利率指引介乎7%至9%,中位数8%较上季下降,低于该行预期。华虹九厂从今年首季开始贡献产能,该行料首季共新增1万片12英寸月产能。

该行将华虹半导体的目标价由32港元升至37港元,维持“买入”评级。另对其今明两年收入预测分别由23.5亿及28亿元,下调至22.9亿及27.7亿元,毛利率预测由13.1%及16.9%,降至9.2%及14.9%。(ss/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-12 16:25。)

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