建银国际发布研报称，华虹五厂的收购可能会提升华虹半导体（01347）的净资产收益率，该行预计此次收购将于2026年完成。因此将目标价从50港元上调46%至73港元。考虑到净资产收益率水平，该行认为目前该股估值均较高，因此将评级从“跑赢大市”下调至“中性”。该行略微上调2025年获利预测，主要原因是2025年第三季及第四季毛利率预期优于预期。报告指，集团2025年第三季收入6.35亿美元，同比增21%，按季增12%，符合公司及机构普遍预期。
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