HUA HONG SEMI(01347)

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华虹系“兄弟”终要合灶吃饭
Jin Rong Jie· 2025-08-22 10:31
《投资者网》引线 夏莹 财务层面,2025年二季度,华虹营业收入5.66亿美元,同比增长18.3%;归母净利润795.2万美元,同比 增长19.2%。 时钟滴答,三年承诺进入倒计时。华虹系这艘巨轮,终于开始调转船头。 8月17日,一则公告把1300亿元市值的芯片巨无霸——华虹半导体(688347.SH/01347.HK)推上镁光 灯。公司称,将以"股份+现金"的组合拳,拿下同门上海华力微电子(下称"华力微")的控股权,并同 步配套募资。 若交易落定,这将是科创板开板以来,成熟制程领域最阔绰的一次内部整合。 成熟制程版图再聚合 故事缘起一纸承诺。2023年8月7日,华虹半导体登陆科创板时,母公司华虹集团曾立下"三年内解决同 业竞争"的军令状——把华力微注入上市平台。 如今,大限将至,集团选择兑现诺言,也意味着中国大陆第二大晶圆代工厂的成熟制程资产将首次归于 同一上市平台。 华虹公司在公告中称,本次交易收购标的资产为华力微所运营的华虹五厂,该业务与华虹公司在65/55 纳米、40纳米制程业务存在同业竞争。华虹公司还称,目前交易正处于筹划阶段,初步确定的交易对手 方为上海华虹(集团)有限公司、上海集成电路产业投资基 ...
南向资金丨快手获净买入11.73亿港元





Di Yi Cai Jing· 2025-08-22 10:01
Group 1 - Southbound funds recorded a net purchase of 51.66 billion HKD today [1] - The top three net purchases were Kuaishou-W, SMIC, and Meituan-W, with net purchases of 11.73 billion HKD, 10.93 billion HKD, and 10.09 billion HKD respectively [1] - In terms of net selling, Xpeng Motors-W, Xiaomi Group-W, and Hua Hong Semiconductor experienced net sales of 13.09 billion HKD, 9.03 billion HKD, and 7.5 billion HKD respectively [1]




南向资金今日净买入51.66亿港元 快手、中芯、美团净买额居前
Xin Lang Cai Jing· 2025-08-22 10:01
Core Viewpoint - Southbound funds recorded a net purchase of HKD 51.66 billion, indicating strong investor interest in specific stocks [1] Group 1: Net Purchases - Kuaishou-W received a net purchase of HKD 11.73 billion, leading the gains among southbound funds [1] - Semiconductor Manufacturing International Corporation (SMIC) saw a net purchase of HKD 10.93 billion, reflecting positive sentiment in the semiconductor sector [1] - Meituan-W had a net purchase of HKD 10.09 billion, highlighting its attractiveness to investors [1] Group 2: Net Sales - Xpeng Motors-W experienced a net sale of HKD 13.09 billion, indicating a decline in investor confidence [1] - Xiaomi Group-W faced a net sale of HKD 9.03 billion, suggesting potential concerns regarding its market performance [1] - Hua Hong Semiconductor recorded a net sale of HKD 7.5 billion, reflecting a negative outlook from investors [1]
北水动向|北水成交净买入51.66亿 芯片股分化明显 北水逢高抛售小鹏(09868)超13亿港元
智通财经网· 2025-08-22 09:57
Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from Northbound trading, with a total net buy of HKD 51.66 billion on August 22, 2023, indicating strong investor interest in certain stocks while others faced net sell-offs [1]. Group 1: Stock Performance - Kuaishou-W (01024) received the highest net buy of HKD 11.72 billion, supported by its strong Q2 earnings report showing a revenue of HKD 350.5 billion, a year-on-year increase of 13.1%, and an adjusted net profit of HKD 56.2 billion, up 20.1% [4]. - Semiconductor stocks showed mixed results, with SMIC (00981) and ZTE Corporation (00763) gaining net buys of HKD 10.92 billion and HKD 3.16 billion respectively, while Hua Hong Semiconductor (01347) faced a net sell of HKD 7.5 billion [5]. - Meituan-W (03690) attracted a net buy of HKD 10.08 billion, bolstered by its international expansion efforts, including the launch of its food delivery brand Keeta in Qatar [5]. Group 2: Notable Transactions - Tencent (00700) saw a net buy of HKD 4.61 billion, driven by a 17% year-on-year increase in domestic game revenue to HKD 404 billion in Q2 [6]. - Xiaopeng Motors-W (09868) experienced a significant net sell of HKD 13.08 billion, following a 13% surge in its stock price, as investors took profits [7]. - Alibaba-W (09988) recorded a net buy of HKD 3.85 billion, while Xiaomi Group-W (01810) faced a net sell of HKD 9.02 billion [7].
港股收盘 | 恒指收涨0.93% DeepSeek新模型引爆芯片股 中芯国际劲升10%领跑蓝筹
Zhi Tong Cai Jing· 2025-08-22 08:54
市场聚焦全球央行年会鲍威尔讲话,此外,科技股行情带动港股上升,恒生科技指数今日大涨近3%。 截止收盘,恒生指数涨0.93%或234.53点,报25339.14点,全日成交额为2855.84亿港元;恒生国企指数 涨1.17%,报9079.93点;恒生科技指数涨2.71%,报5647.68点。全周来看,恒指累涨0.27%,国指累涨 0.45%,恒科指累涨1.89%。 招商证券指出,展望后市,仍然对港股市场保持乐观态度。截至目前数据,港股中报盈利向好,业绩预 喜率创三年来新高,"新经济"含量更高的港股盈利或先于A股持续改善。在前几次牛市中港股指数高度 略逊于A股,所以在本轮配置时,建议聚焦与A股存在差异化的方向,节奏上建议先创新药(流动性宽 松+BD数据持续向好),再互联网(外卖大战拐点出现),最后新消费(宏观经济与盈利拐点出现)。 热门板块方面 盘面上,大型科技股集体上扬,快手绩后涨超4%,阿里巴巴涨近2%,腾讯涨超1%。DeepSeek新版本 引爆芯片股,华虹半导体大涨17%,中芯国际涨10%;汽车股多数向好,何小鹏斥资约2.5亿增持股份, 小鹏汽车劲升13%,蔚来全新ES8正式开启预售,股价涨11%;市场交投 ...
智通港股52周新高、新低统计|8月22日





智通财经网· 2025-08-22 08:46
| 中国人民保险集团 | 6.830 | 6.930 | 0.73% | | --- | --- | --- | --- | | (01339) | | | | | 晶苑国际(02232) | 6.900 | 6.980 | 0.72% | | GX中国小巨人(02815) | 60.400 | 59.600 | 0.68% | | 中国外运(00598) | 4.600 | 4.710 | 0.64% | | 中国食品(00506) | 3.460 | 3.470 | 0.58% | | 时代电气(03898) | 39.080 | 39.120 | 0.55% | | 国富量子(00290) | 1.780 | 1.830 | 0.55% | | GX中国全球领导 | 53.040 | 52.860 | 0.49% | | (03050) | | | | | PP科创50-R | 7.705 | 7.440 | 0.40% | | (83151) | | | | | AGX恒科备兑(03417) | 9.835 | 9.835 | 0.36% | | 中国旺旺(00151) | 5.720 | 5.860 ...
港股收评:恒指涨0.93%科指涨2.71%!小鹏汽车涨13%,半导体华虹半导体涨17%,中芯国际涨10%,名创优品涨20%
Sou Hu Cai Jing· 2025-08-22 08:45
| 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00031 | 航天控股 | 0 | 0.580 | 5.45% | | 02357 | 中航科工 | | 4.700 | 3.98% | | 00317 | 中胎防务 | | 16.460 | 3.78% | | 00232 | 大陆航空科技控 | | 0.188 | 2.73% | 新能源车企股震荡走高,小鹏汽车涨超13%。小鹏汽车公告,公司联合创始人、执行董事、董事长、首 席执行官兼控股股东何小鹏于2025年8月20日至2025年8月21日通过全资拥有的Galaxy Dynasty Limited在 公开市场购买了310万股A类普通股,平均价为每股A类普通股80.49港元。 | 代码 | 名称 | 最新价 | 涨跌幅 V | | --- | --- | --- | --- | | 09868 | (0) 小鹏汽车-W | 91.900 | 13.60% | | 09866 | 蔚来-SW | 45.760 | 11.12% | | 01211 | HATTOBER | 114.30 ...
港股收评:恒科指大涨2.7%,半导体股飙涨,华虹半导体涨17%,中芯国际涨10%,小米集团涨2.34%,阿里巴巴涨2%,小鹏汽车涨13%,蔚来涨10%
Sou Hu Cai Jing· 2025-08-22 08:32
Market Overview - The three major indices continued to rise in the afternoon, with the Hang Seng Index leading with a significant increase of 2.71%, while the Hang Seng China Enterprises Index and the Hang Seng Index rose by 0.93% and 1.17% respectively, with the latter reclaiming the 9000-point mark [2] Stock Performance - Notable stock performances included: - IGG (01347) surged by 17.85% to a price of 56.000 - Jingmen Semiconductor (02878) increased by 10.64% to 0.520 - SMIC (00981) rose by 10.06% to 56.900 - Beike Micro (02149) climbed by 9.15% to 66.800 - Other significant gainers included English Base Technology (02577) up 7.09%, Shanghai Fuzhi (01385) up 6.36%, and Hard Egg Innovation (00400) up 5.26% [3] Sector Movements - Major technology stocks collectively rallied in the afternoon, with Kuaishou rising over 4%, Xiaomi up 2.34%, Alibaba increasing by 2%, and Tencent and Meituan both gaining over 1% [4] - Semiconductor stocks were particularly strong, with Huahong Semiconductor soaring nearly 18%, SMIC up 10%, Jingmen Semiconductor over 10%, and Beike Micro over 9% [4] - Other sectors such as military, robotics, automotive, stablecoin, restaurant, and paper industries also saw upward movements [4] Declines in Specific Sectors - Conversely, airline stocks faced a downturn, dropping over 5% despite a slight decrease in passenger load factor, indicating a marginal improvement in airline revenue levels [4] - Other sectors that performed poorly included copper, brain-computer interface, coal, photovoltaic, and gaming stocks, which mostly exhibited low performance [4]
港股收评:恒科指大涨2.7%,半导体股火爆,中芯国际劲升10%
Ge Long Hui· 2025-08-22 08:32
港股三大指数午后持续走高,市场情绪高涨,本周呈现先抑后扬行情。恒生科技指数大幅上涨2.71%涨幅一马当先,恒生指数、国企指数分别上 涨0.93%及1.17%,高涨重回9000点关口。本周,恒指累涨027%,国指累涨0.45%,恒生科技指数累涨1.89%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 0 | 25339.14 | +234.53 | 0.93% | 0.27% | | 800100 | 国企指数 | | 9079.93 | +105.16 | 1.17% | 0.45% | | 800700 | 恒生科技指数 | | 5647.68 | +149.18 | 2.71% | 1.89% | 盘面上,作为市场风向标的大型科技股午后集体拉升转涨;两则消息引爆半导体芯片股,华虹半导体大涨近18%表现最佳,中芯国际劲升10%; 军工股、机器人概念股、汽车股、稳定币概念股、餐饮股、纸业股纷纷上涨。另一方面,行业旺季客座率环比略降,反内卷助力航司收益水 ...
港股收评:午后持续拉升,恒科指大涨2.7%,半导体股大幅飙涨,中芯国际劲升10%
Ge Long Hui· 2025-08-22 08:29
Market Performance - The Hong Kong stock market indices continued to rise in the afternoon, with a notable increase in market sentiment, showing a rebound after an initial decline this week [1] - The Hang Seng Tech Index surged by 2.71%, leading the gains, while the Hang Seng Index and the National Enterprises Index rose by 0.93% and 1.17% respectively, with the National Index returning above the 9000-point mark [1] Sector Performance - Major technology stocks experienced a collective rally in the afternoon, with Kuaishou rising over 4%, Xiaomi increasing by 2.34%, Alibaba up by 2%, and Tencent and Meituan both gaining over 1% [1] - Semiconductor stocks were significantly boosted by two news items, with Huahong Semiconductor soaring nearly 18%, SMIC rising by 10%, and Jingmen Semiconductor and Beike Micro both increasing by over 10% [1] - Other sectors such as military, robotics, automotive, stablecoin, dining, paper, and various others also saw upward movements [1] Underperforming Sectors - Despite the overall market gains, certain sectors faced declines, particularly in the airline industry where the occupancy rate slightly decreased month-on-month, leading to a marginal improvement in airline revenue levels [1] - China National Airlines experienced a significant drop of over 5%, while sectors such as copper, brain-computer interface, coal, photovoltaic, gambling, and home appliances mostly performed poorly [1]