港股异动 | 圣邦股份(03661)盘中涨近10% 传模拟芯片大厂ADI涨价 公司有望受益行业上行周期

智通财经
Aug 11

智通财经APP获悉,圣邦股份(03661)盘中涨近10%,截至发稿,涨7.93%,报98.05港元,成交额7117.4万港元。

消息面上,据芯世相公众号消息,模拟芯片大厂ADI发布涨价邮件,邮件中表示:ADI将对整个产品组合进行价格调整,自2026年9月13日起生效。值得一提的是,模拟芯片今年涨价不断,意法半导体、德州仪器等此前先后发布涨价函。光大证券曾指,模拟芯片行业迎涨价周期,圣邦股份作为模拟芯片领域的领先企业,有望受益于行业上行周期。

据悉,模拟集成电路厂商中,德州仪器、亚德诺等海外巨头凭借数十年技术积累、数万款产品矩阵和全球客户资源,占据全球模拟芯片市场主导地位。而圣邦股份以2025年收入全球第八、中国国内第一的身份领跑,占全球市场份额1.8%。排名第一的厂商市占率为9.8%。

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