华虹半导体需求景气度延续,运营趋势向好(简体版)

第一上海
Aug 11

一、公司盈利与运营表现华虹半导体(1347。HK)在2025年第二季度的收入为5.66亿美元,同比增长18.3%,环比增长4.6%。晶圆交付量的增长推动了收入增加,毛利率达10.9%,高于指引上限,股东净利润为0.08亿美元,同比及环比均显著提升。净资产收益率0.4%,保持稳定。公司对2025年第三季度的指引积极,预计收入将显著增长至6.2-6.4亿美元,毛利率也将进一步改善。二、需求景气度和产品...

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