每经AI快讯，2月12日，华虹半导体在港交所公告称，2025年第四季度销售收入再创历史新高，达6.599 亿美元，同比增长22.4%，环比增长3.9%。毛利率13.0%，同比上升1.6个百分点，环比下降0.5个百分 点。母公司拥有人应占利润1,750万美元，上年同期为亏损2,520万美元，上季度为利润2,570万美元。华 虹半导体预计2026年第一季度销售收入约在6.5亿美元至6.6亿美元之间，毛利率约在13%至15%之间。 （文章来源：每日经济新闻） ...

2月12日，华虹半导体在港交所公告称，第四季度销售收入再创历史新高，达6.599亿美元，同比增长 22.4%，环比增长3.9%。毛利率13.0%，同比上升1.6个百分点，环比下降0.5个百分点。母公司拥有人应 占利润1,750万美元，上年同期为亏损2,520万美元，上季度为利润2,570万美元。华虹半导体预计2026年 第一季度销售收入约在6.5亿美元至6.6亿美元之间，毛利率约在13%至15%之间。 ...

Core Viewpoint - Hua Hong Semiconductor achieved record sales revenue of $659.9 million in Q4 2025, marking a 22.4% year-over-year increase and a 3.9% quarter-over-quarter increase, with a gross margin of 13.0% [1] Group 1: Financial Performance - The company reported a profit of $17.5 million attributable to shareholders, a significant turnaround from a loss of $25.2 million in the same period last year and a profit of $25.7 million in the previous quarter [1] - For the full year 2025, sales revenue reached $2.4021 billion, with a gross margin of 11.8%, both showing year-over-year growth and meeting management expectations [1] Group 2: Future Guidance - For Q1 2026, the company expects sales revenue to be between $650 million and $660 million, with a projected gross margin of 13% to 15% [1] - The company plans to continue its capacity expansion strategy, with the first phase of the second 12-inch production line in Wuxi (FAB9) completed ahead of schedule and the acquisition of the Shanghai 12-inch manufacturing base (FAB5) progressing smoothly [2] Group 3: Strategic Focus - The company is optimizing its product mix and enhancing cost efficiency, with strong performance in its specialty process platforms, particularly in standalone flash memory and power management, contributing to revenue growth and margin improvement [2] - Looking ahead, the company aims to focus on innovation and rapid iteration to build world-class specialty process technology platforms and deepen collaboration with strategic customers both domestically and internationally [2]

公司董事会主席兼总裁白鹏博士对2025年第四季度及全年业绩评论道："华虹半导体2025年第四季度销 售收入再创历史新高，达6.599亿美元，单季度毛利率为13.0%，均符合指引预期。2025年全年，公司实 现销售收入24.021亿美元，毛利率为11.8%，同比均实现增长并符合管理层预期。在全球半导体市场受 AI及其相关产品需求拉动、国内消费类需求回暖的背景下，公司产能维持高位运行，全年平均产能利 用率为106.1%，处于晶圆代工企业领先水準。" 白总继续表示："通过优化产品组合及降本增效，公司各特色工艺平台均表现强劲，尤其是独立式闪存 和电源管理平台，有力支撑了公司业绩增长与利润率上升。2025年度，公司继续推进扩大产能的战略规 划，无锡第二条12英寸产线(FAB9)一阶段产能建设超预期完成，上海12英寸制造基地(FAB5)收购事项 有序推进。展望未来，公司将通过创新和快速迭代，持续高度聚焦于打造世界级特色工艺技术平台，并 深化与国内外战略客户的合作。我们有信心在全球半导体产业变局中把握增长机遇，力争达到股东的长 期期许。" 此外，预计2026年第一季度销售收入约在6.5亿美元至6.6亿美元之间，预计毛利率约 ...

白总继续表示："通过优化产品组合及降本增效，公司各特色工艺平台均表现强劲，尤其是独立式闪存 和电源管理平台，有力支撑了公司业绩增长与利润率上升。2025年度，公司继续推进扩大产能的战略规 划，无锡第二条12英寸产线(FAB9)一阶段产能建设超预期完成，上海12英寸制造基地(FAB5)收购事项 有序推进。展望未来，公司将通过创新和快速迭代，持续高度聚焦于打造世界级特色工艺技术平台，并 深化与国内外战略客户的合作。我们有信心在全球半导体产业变局中把握增长机遇，力争达到股东的长 期期许。" 此外，预计2026年第一季度销售收入约在6.5亿美元至6.6亿美元之间，预计毛利率约在13%至15%之 间。 第四季度毛利率13.0%，同比上升1.6个百分点，主要得益于平均销售价格提升及降本增效;环比下降0.5 个百分点，主要由于人工开支上升。 于2025年，实现销售收入约24.02亿美元，同比增长19.9%;毛利约2.83亿美元，同比增长37.9%;母公司拥 有人应占溢利5488.1万美元，同比减少5.6%;每股盈利0.032美元。毛利率11.8%，较上年度上升1.6个百 分点，主要得益于平均销售价格提升及降本增效，部分被折 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 华虹半导体：2025年第四季度销售收入再创新高，达到6.599亿美元，同比增22.4%，环比增3.9%。母公 司拥有人应占利润为1,750万美元，去年同期为亏损2,520万美元，上季度为利润2,570万美元。 ...

华虹公司第四季度资本支出6.335亿美元，预估9.598亿美元。 ...

华虹公司第四季度营收6.599亿美元，预估6.662亿美元。 ...

— 2026 2 12 — 01347 688347) (" ") 1 ◼ 6.599 22.4% 3.9% ◼ 13.0% 1.6 0.5 ◼ 1,750 2,520 2,570 HUA HONG SEMICONDUCTOR LIMITED 01347 6.599 13.0% 24.021 11.8% AI 106.1% 2025 12 FAB9 12 FAB5 2 https://register-conf.media-server.com/register/BIc6a59cc45c954742a912c5e8cd37e5a3 https://www.huahonggrace.com/c/ir_calendar.php ◼ 6.5 6.6 ◼ 13% 15% A : 688347 01347 " " "8 + 12 " " IC + Power Discrete" / "8 + 12 " 8 12 12 www.huahonggrace.com 3 https://www.huahonggrace.com/s/ir_calendar.php https://edge.media-server.com/mm ...

Core Insights - Tencent Holdings (00700), Southern Hang Seng Technology (03033), and Xiaomi Group-W (01810) ranked as the top three in net inflow of southbound funds, with net inflows of 1.792 billion, 0.571 billion, and 0.412 billion respectively [1] - The top three in net outflow of southbound funds were Yingfu Fund (02800), Hang Seng China Enterprises (02828), and Kuaishou-W (01024), with net outflows of -4.553 billion, -1.380 billion, and -0.576 billion respectively [1] - In terms of net inflow ratio, Huaxia Hang Seng Technology (03088), Southern East Selection (03441), and Anhui Wantuo Expressway (00995) led the market with ratios of 90.53%, 74.02%, and 68.27% respectively [1] - The top three in net outflow ratio were Southern Hong Kong Stock Connect (03432), Fuyao Glass (06865), and Baize Medical (02609) with ratios of -100.00%, -59.27%, and -53.09% respectively [1] Net Inflow Rankings - Tencent Holdings (00700) had a net inflow of 1.792 billion, representing a 12.21% increase, closing at 560.000 (+2.28%) [2] - Southern Hang Seng Technology (03033) saw a net inflow of 0.571 billion, with a 6.77% increase, closing at 5.300 (+1.34%) [2] - Xiaomi Group-W (01810) recorded a net inflow of 0.412 billion, with a 9.45% increase, closing at 35.200 (+0.06%) [2] Net Outflow Rankings - Yingfu Fund (02800) experienced the highest net outflow of -4.553 billion, with a -22.13% decrease, closing at 27.220 (+1.72%) [2] - Hang Seng China Enterprises (02828) had a net outflow of -1.380 billion, representing an -11.37% decrease, closing at 93.940 (+1.56%) [2] - Kuaishou-W (01024) faced a net outflow of -0.576 billion, with a -10.25% decrease, closing at 69.300 (-2.74%) [2] Net Inflow Ratio Rankings - Huaxia Hang Seng Technology (03088) led with a net inflow ratio of 90.53%, with a net inflow of 47.6883 million, closing at 6.875 (+1.33%) [3] - Southern East Selection (03441) followed with a net inflow ratio of 74.02%, with a net inflow of 18.0421 million, closing at 11.600 (+1.13%) [3] - Anhui Wantuo Expressway (00995) had a net inflow ratio of 68.27%, with a net inflow of 5.6553 million, closing at 13.340 (-0.07%) [3]