交银国际:华虹半导体(01347.HK)2Q25毛利率超指引上限 上调目标价至49港元

智通财经
Aug 11, 2025
【交银国际:华虹半导体(01347.HK)2Q25毛利率超指引上限 上调目标价至49港元】智通财经APP获悉,交银国际发布研报称,考虑到华虹半导体(01347.HK)大多数平台产品价格的积极变化,该行看到公司毛利率在2Q25反转了之前下跌的趋势。该行预测3Q25公司毛利率继续反弹到11.5%并在4Q25保持基本稳定。鉴于单价上涨,产品组合变化和PMIC的高需求等因素,该行上调2025/26年收入预测到24.1/28.7亿美元(前值22.9/27.7亿美元)。上调2025年毛利率预测到10.8%(前值9.2%)。该行以1.7倍(前值1.3倍)2026年市净率估值,上调公司目标价到49港元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10