《大行》星展升华虹(01347.HK)目标价至35元 本地化进程加快带动情绪改善

阿斯达克财经
Jul 14, 2025

星展发表研究报告指,受中国政府最新的3,440亿人民币大基金及私人投资产能增加的支持,中国的积体电路(IC)市场自给率将提升至2027年的26.6%。自美国去年进一步收紧出口管制,并于今年3月扩大实体名单,限制中国取得工具与芯片后,趋势已加速发展。这些措施促使国内原始设备制造商和无晶圆厂设计商将更多28纳米及以上的产能转移到本地成熟代工厂。报告提到,华虹半导体(01347.HK) 的无锡新12英寸...

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