华虹公司(688347)华虹半导体:大陆特色工艺代工龙头。华虹半导体的历史可以追溯到1997年成立的华虹NEC,目前公司已发展为全球领先的特色工艺纯晶圆代工企业,专注于嵌入式/独立式非易失性存储器、功率器件、模拟与电源管理和逻辑与射频等特色工艺技术的持续创新,产品广泛应用于新能源汽车、绿色能源、物联网等新兴领域。我们基于以下三点看好华虹公司的长期发展:1.看好新一轮涨价周期对公司盈利水平的带动:...
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