HUA HONG SEMI(01347)

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港股通净买入30.43亿港元
Zheng Quan Shi Bao Wang· 2025-10-09 12:48
| 代码 | 简称 | 类型 | 成交金额(万港元) | 成交净买入(万港元) | 日涨跌幅(%) | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 1398401.37 | -75052.11 | -2.42 | | 00981 | 中芯国际 | 港股通(沪) | 1369732.59 | -34782.17 | -6.70 | | 00981 | 中芯国际 | 港股通(深) | 896551.00 | -204863.83 | -6.70 | | 09988 | 阿里巴巴-W | 港股通(深) | 791676.00 | 36.61 | -2.42 | | 01347 | 华虹半导体 | 港股通(沪) | 652640.29 | -63410.35 | -6.43 | | 02228 | 晶泰控股 | 港股通(沪) | 403775.22 | 315.28 | -13.91 | | 09880 | 优必选 | 港股通(沪) | 322779.73 | 1233.85 | -9.49 | | 01347 | 华虹半导体 | ...
华虹半导体(01347):长期看好大华虹“一体化”战略布局
HTSC· 2025-10-09 12:07
证券研究报告 港股通 华虹半导体 (1347 HK) 长期看好大华虹"一体化"战略布局 2025 年 10 月 09 日│中国香港 半导体 我们上调华虹港股目标价到 119 港币(前值:53 港币),维持"买入"评 级。核心逻辑基于:1)需求端,国产 AI 芯片生态快速走向成熟正重构晶圆 代工格局,我们测算 2024 年中国设计公司先进工艺代工需求达 95 亿美元 (其中 70%由台积电承接)。随着华为昇腾系列等 AI 芯片迭代加速,对本 土代工需求有望迅速扩大;2)供给端,BIS 新规将限制范围扩至持股>50% 子公司,政策收紧或将加速供应链本土化。我们认为:1)大华虹"一体化" 战略布局下,包括华虹半导体在内的华虹集团技术能力有望提升;2)看好 九厂产能爬坡和华力微并入上市公司增厚收入及利润,募资完成后有望开启 下一轮扩产周期。 观点#1:长期看好大华虹"一体化"战略布局 华力微聚焦 65/55nm 及 40nm 制程代工工艺。华虹 8 月发布公告筹划以发 行股份及现金方式收购华力微 97.4988%股权,配套募集资金。该交易有利 于华虹丰富主业,加速产品迭代和开发进程,并且为华虹新增 3.8 万片/月 ...
智通港股通活跃成交|10月9日
智通财经网· 2025-10-09 11:05
深港通(南向)十大活跃成交公司 智通财经APP获悉,2025年10月9日当天,阿里巴巴-W(09988)、中芯国际(00981)、华虹半导体(01347) 位居沪港通(南向)成交额前3位,成交额分别为139.84 亿元、136.97 亿元、65.26 亿元;中芯国际 (00981)、阿里巴巴-W(09988)、华虹半导体(01347) 位居深港通(南向)成交额前3位,成交额分别为 89.66 亿元、79.17 亿元、30.65 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 中芯国际(00981) | 89.66 亿元 | -20.49 亿元 | | 阿里巴巴-W(09988) | 79.17 亿元 | +36.40 万元 | | 华虹半导体(01347) | 30.65 亿元 | -5.07 亿元 | | 腾讯控股(00700) | 28.14 亿元 | -3.85 亿元 | | 晶泰控股(02228) | 21.24 亿元 | -1.72 亿元 | | 小米集团-W(01810) | 20.22 亿元 | +3.49 亿元 | | 中兴通讯(00763) ...
北水成交净买入30.43亿 内资大举抛售芯片股 全天卖出中芯国际接近24亿港元
Zhi Tong Cai Jing· 2025-10-09 10:58
港股通(深)活跃成交股 10月9日港股市场,北水成交净买入30.43港元,其中港股通(沪)成交净买入48.53亿港元,港股通(深)成交净卖出18.1亿港元。 北水净买入最多的个股是快手-W(01024)、中兴通讯(00763)、小米集团-W(01810)。北水净卖出最多的个股是中芯国际 (00981)、华虹半导体(01347)、阿里巴巴-W(09988)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W HK 09988 | 66.17 亿 | 73.67 亿 | 139.84亿 | | | | | -7.51 亿 | | 中芯国际 | 66.75亿 | 70.23亿 | 136.97 亿 | | HK 00981 | | | -3.48 Z | | 交町未营体 | 29.46亿 | 35.80亿 | 65.26亿 | | HK 01347 | | | -6.34 Z | | 晶泰控股 | 20.20亿 | 20.17 乙 | 40.38亿 | | HK 02228 | | | +315.28 万 | | ...
图解丨南下资金大幅加仓快手,减仓中芯国际和华虹半导体
Ge Long Hui A P P· 2025-10-09 10:18
格隆汇10月9日|南下资金今日净买入港股30.43亿港元。其中: 净买入快手-W 10.86亿、中兴通讯4.57亿、小米集团-W 2.31亿、上海电气1.06亿; 净卖出中芯国际23.96亿、华虹半导体11.41亿、阿里巴巴-W 7.5亿(终结连续28日净买入态势)、腾讯控股 4.63亿、晶泰控股1.69亿、中国海洋石油1.55亿。 | 名称 | 潔跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交割 | | --- | --- | --- | --- | --- | --- | --- | --- | | 阿里巴巴-W | -2.4% | -7.51 | 139.84亿 | 中古国际 | -6.7% | -20.49 | 89.66 Z | | 中心同际 | -6.7% | -3.48 | 136.97 Z | 阿里巴巴-W | -2.4% | 0.00 | 79.17 6 | | 作就非常体 | -6.4% | -6.34 | 65.26 Z | 作就非常体 | -6.4% | -5.07 | 30.65 Z | | m 年轻股 | -13.9% | 0.03 | 4 ...
北水动向|北水成交净买入30.43亿 内资大举抛售芯片股 全天卖出中芯国际接近24亿港元
智通财经网· 2025-10-09 10:00
Core Insights - The Hong Kong stock market saw a net inflow of 30.43 million HKD from northbound trading on October 9, with a net buy of 48.53 billion HKD from the Shanghai Stock Connect and a net sell of 18.1 billion HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - Kuaishou-W (01024) received the highest net buy of 10.85 billion HKD, driven by positive sentiment regarding its AI video capabilities and expected revenue growth of 13% year-on-year to 35.3 billion RMB in Q3 [4][5] - ZTE Corporation (00763) had a net buy of 4.57 billion HKD, supported by the launch of its SuperPod solution aimed at enhancing AI training capabilities for enterprise clients [5] - Xiaomi Group-W (01810) saw a net buy of 2.31 billion HKD, with a reported increase in electric vehicle deliveries to over 40,000 units in September, up from 36,000 in August [5] Group 2: Notable Sell-offs - Alibaba-W (09988) faced a net sell of 7.5 billion HKD, influenced by negative news regarding Oracle's server rental performance, which impacted global cloud computing stocks [6] - Semiconductor stocks experienced significant net sell-offs, with SMIC (00981) and Hua Hong Semiconductor (01347) seeing net sells of 23.96 billion HKD and 11.41 billion HKD respectively, attributed to changes in margin trading regulations [6][7] - Tencent (00700) and CNOOC (00883) also experienced net sells of 4.63 billion HKD and 1.55 billion HKD respectively [7]
北水动向|北水成交净买入30.43亿 内资大举抛售芯片股 全天卖出中芯国际(00981)接近24亿港元
智通财经网· 2025-10-09 10:00
Core Insights - The Hong Kong stock market saw a net inflow of 30.43 million HKD from Northbound trading on October 9, with a net buy of 48.53 billion HKD through the Shanghai Stock Connect and a net sell of 18.1 billion HKD through the Shenzhen Stock Connect [1] Group 1: Stock Performance - Kuaishou-W (01024) received the highest net buy of 10.85 billion HKD, driven by positive sentiment from a report by Guosen Securities highlighting its leadership in the AI video sector [4] - ZTE Corporation (00763) had a net buy of 4.57 billion HKD, supported by the launch of its SuperPod solution aimed at enhancing AI training capabilities for enterprise clients [5] - Xiaomi Group-W (01810) saw a net buy of 2.31 billion HKD, with September electric vehicle deliveries exceeding 40,000 units, reflecting improved production capacity [5] - Alibaba-W (09988) faced a net sell of 7.5 billion HKD, influenced by negative news regarding Oracle's server rental income [6] - Semiconductor stocks, including SMIC (00981) and Hua Hong Semiconductor (01347), experienced significant net sells of 23.96 billion HKD and 11.41 billion HKD respectively, attributed to changes in margin financing policies [7] Group 2: Market Trends - The overall trading activity indicates a strong interest in AI-related companies, with Kuaishou and ZTE being highlighted for their advancements in AI technology [4][5] - The semiconductor sector is under pressure due to high valuations and regulatory changes affecting margin trading, despite a general bullish outlook on AI-driven growth [7]
暴涨超70%!301563,盘中狂飙
Zheng Quan Shi Bao· 2025-10-09 09:38
节后首个交易日(10月9日),A股强势上攻,沪指涨超1%突破3900点,续创10年新高;港股回落走低,恒生科技指数一度跌超1%。 具体来看,A股市场主要股指盘中强势上扬,沪指突破3900点,续创10年新高;科创50指数盘中一度暴涨超6%。截至收盘,沪指涨1.32%报3933.97点,深 证成指涨1.47%报13725.56点,创业板指涨0.73%报3261.82点,科创50指数涨2.93%,沪深北三市合计成交26723亿元,较前一个交易日增加4748亿元。 场内超3100股飘红,有色板块爆发,黄金、钴镍概念亮眼,铜陵有色、北方铜业、云南铜业、四川黄金等涨停;可控核聚变概念崛起,常辅股份、英杰电 气、西部超导、国光电气等涨停;稀土板块拉升,中国瑞林、北方稀土等涨停;存储芯片概念持续活跃,灿芯股份、华虹公司盘中双双涨停续创新高,不 过,华虹公司尾盘开板,收盘涨约12%。旅游、影视股走低,果麦文化跌停,光线传媒跌超10%。 此外,次新股云汉芯城(301563)收盘上涨40.89%报164.56元/股,盘中最高涨超70%至199元/股,触发两次临停。该股9月30日登陆创业板,发行价为27 元/股,首日收盘上涨332. ...
华虹公司(688347) - 港股公告:证券变动月报表

2025-10-09 08:45
第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01347 | | 說明 | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 1,325,869,670 | | 0 | | 1,325,869,670 | | 增加 / 減少 (-) | | | | 1,834,733 | | | | | | 本月底結存 | | | | 1,327,704,403 | | 0 | | 1,327,704,403 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券 ...
港股收评:恒生科技指数跌0.66% 中芯国际跌超6%
Zheng Quan Shi Bao Wang· 2025-10-09 08:15
转自:证券时报 人民财讯10月9日电,港股收盘,恒生指数收跌0.29%,恒生科技指数跌0.66%。半导体集体走低,华虹 半导体、中芯国际跌超6%,英诺赛科跌超5%,上海复旦跌超4%;思摩尔国际跌超12%,歌礼制药、优 必选跌超9%。中兴通讯涨超12%,中国黄金国际涨超9%,洛阳钼业涨超7%。 ...