大行评级|高盛:上调华虹半导体目标价至53.4港元 对其长期潜力持积极看法

格隆汇
Aug 27, 2025

高盛发表研究报告指,对华虹半导体的长期潜力持积极看法,因国内本土化需求日益增长、高产能利用率及持续扩产计划,以及未来计划由40纳米向28纳米制程转移。该行预期短期催化剂包括持续的产能扩张计划,以及高产能利用率支持平均售价复苏,将可支持公司股价。 然而,由于当前股价相对该行目标价已没有上行空间,维持“中性”评级。该行分别下调2025至2029年盈利预测33%、11%、4%、2%及2%,并上调经营开支预测8%、5%、1%、1%及1%;该行将其目标价由46.9港元上调至53.4港元,相当预测明年市盈率45.4倍。

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