港股异动 | 芯片股集体回落 中芯国际收购中芯北方有助增厚利润 亦可满足部分股东退出需求

智通财经
Sep 02, 2025

智通财经APP获悉,芯片股集体回落,截至发稿,上海复旦(01385)跌6.03%,报33.64港元;华虹半导体(01347)跌5.07%,报49.46港元;中芯国际(00981)跌4.71%,报60.65港元;晶门半导体(02878)跌3.92%,报0.49港元。

消息面上,中芯国际宣布,拟增发A股收购中芯北方49%少数股权,具体方案尚未确定。民生证券认为中芯国际收购中芯北方,或将显著增厚上市公司归母净利润。此外,此举将满足以大基金一期为代表的股东退出需求。大基金一期为占比32%的单一公司大股东,大基金一期成立已经接近11年,24年已经过了回收期,目前处于“延展期”,有强烈的退出需求。同理,其他股东也有类似的需求。半导体晶圆制造项目扩产通过为子公司项目引入外部融资,解决资金需求的方式较为常见。后期上市公司以发行股份加现金的方式完成收购,就完成了闭环。

此外,阿里单季AI+云Capex达386亿元,三年规划3800亿元建设AI基础设施,带动算力需求扩张。中银国际指出,中美科技摩擦、英伟达供应链存在风险的情况下,阿里等国产云厂商的旺盛需求可能将转向国产算力,这对于国产算力景气度是重要催化,IDC、算力租赁等产业链环节也有望受益。

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