招财日报2025.8.12 华虹半导体、三一国际、丘钛科技业绩点评

招银国际
Aug 12, 2025

公司点评华虹半导体(1347 HK,下调至持有,目标价:48.00港元)- 二季度利润率超预期,鉴于近期涨幅下调至“持有评级”华虹半导体发布2025年二季度业绩。公司收入为5.66亿美元,同比增长18.3%,环比增长4.6%,主要得益于晶圆出货量的增加(同比增长18.0%,环比增长6.0%)。业绩符合公司指引和彭博一致预期。毛利率环比提升1.6个百分点至10.9%,超出公司指引(7%-9%)和彭博...

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