| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01347 | 华虹半导体 | 79.400 | 4.40% | | 00981 | 中芯国际 | 72.550 | 4.01% | | 01385 | 上海复旦 | 42.080 | 3.29% | | 01304 | FORTIOR | 134.800 | 2.51% | | 02878 | 晶门半导体 | 0.460 | 2.22% | | 02577 | 英诺塞科 | 81.800 | 1.18% | | 00400 | 硬蛋创新 | 3.040 | 1.00% | | 00085 | 中电华大科技 | 1.350 | 0.75% | | 02166 | 芯智控股 | 1.960 | 0.51% | 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 12月8日，港股半导体股集体上涨，其中，华虹半导体涨4.4%，中芯国际涨4%，上海复旦涨超3%，晶 门半导体涨超2%，英诺赛科、中电华大科技、芯智控股跟涨。 消息上，据美国半导体行业协会(SIA)的最新数据，10月全球半导体销售额同比激增3 ...

港股半导体股集体上涨，其中，华虹半导体涨4.4%，中芯国际涨4%，上海复旦涨超3%，晶门半导体涨 超2%，英诺赛科、中电华大科技、芯智控股跟涨。 消息上，据美国半导体行业协会(SIA)的最新数据，10月全球半导体销售额同比激增33%，总额达713亿 美元（约合人民币5040亿元），其中DRAM（动态随机存取存储器）销售额同比飙升90%。按地区划 分，亚太及其它的销售额实现了59.6%的显著年增幅。 分析认为，这背后的最大助推力是，人工智能（AI）推动需求激增，大量行业产能转向用于AI加速器 的高带宽内存（HBM），导致用于标准DRAM和3D NAND的晶圆产出减少。当前全球AI基础设施建设 热潮正在造成存储芯片等关键投入品短缺，或将推动2026年DRAM均价持续上涨。Counterpoint Research预计，先进和传统存储芯片价格将在2026年初可能再涨20%。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01347 | 华虹半导体 | 79.400 | 4.40% | | 00981 | 中村国际 | 72.550 | 4.01% | | ...

每经AI快讯，港股芯片股多数走高。截至发稿，华虹半导体(01347.HK)涨4.01%，报79.1港元；中芯国 际(00981.HK)涨3.58%，报72.25港元；上海复旦(01385.HK)涨3.14%，报42.02港元。 ...

东莞证券认为，展望2026年，该行认为人工智能仍为科技行业创新主线，算力、存力、设备、先进封装 等多环节有望受益。以算力芯片为例，近年来国内AI芯片企业快速发展并在国产替代方面取得阶段性 成果，摩尔、沐曦等企业加快资本市场布局，叠加腾讯等互联网厂商积极适配国产算力芯片，行业国产 算力生态有望加速形成。一方面，关注AI带来的半导体硬件增量机遇，另一方面，关注外部限制之下 算力、存储、设备等环节的国产替代进程。 芯片股多数走高，截至发稿，华虹半导体(01347)涨4.01%，报79.1港元；中芯国际(00981)涨3.58%，报 72.25港元；上海复旦(01385)涨3.14%，报42.02港元。 消息面上，据美国半导体行业协会（SIA）的最新数据，10月全球半导体销售额同比激增33%，总额达 713亿美元（约合人民币5040亿元），其中DRAM销售额同比飙升90%。分析认为，这背后的最大助推 力是，人工智能（AI）推动需求激增，大量行业产能转向用于AI加速器的高带宽内存（HBM），导致 用于标准DRAM和3D NAND的晶圆产出减少。 ...

截至发稿，华虹半导体(01347.HK)跌3.48%、上海复旦(01385.HK)跌2.01%、中芯国际(00981.HK)跌 1.50%。 ...

Group 1 - The core viewpoint of the articles highlights significant stock movements in the Hong Kong and US markets, driven by company announcements and strategic partnerships [1][2][5][6][7]. Group 2 - Gilead Sciences-B (01672) saw a nearly 9% increase after announcing a share buyback plan, utilizing up to 300 million HKD for repurchases [1]. - OSL Group (00863) rose nearly 2% as it plans to offer compliant digital asset trading services in Europe by Q1 2026 [1]. - Gako Science-B (01167) increased over 5% following a 125 million RMB payment from Haisheng Capital, enhancing its cash reserves for oncology therapy development [1]. - Zhida Technology (02650) surged over 4%, reaching a new high, after signing a sales order exceeding 100 million RMB with Saudi Controls Ltd for a five-year collaboration [2]. - Capital界金控 (00204) fell over 40%, marking a historical low, with a cumulative decline exceeding 80% for the week [2]. - Semiconductor stocks performed well, with Huahong Semiconductor (01347) up 3.18%, Shanghai Fudan (01385) up 2.79%, and SMIC (00981) up 1.86% [2]. - Pacific Shipping (02343) rose nearly 5% as the Baltic Dry Index reached 2845 points, a 9.42% increase, marking the largest rise since October 2025 [3]. - Aoda Holdings (09929) resumed trading with a surge of over 200%, following a major share sale involving 1.5 billion shares at a price of 0.11 HKD per share [4]. - Robotics stocks saw significant gains, with Dechang Motor Holdings (00179) up 9.11% and Sanhua Intelligent Control (02050) up 9.06% [4]. - Ansem Semiconductor (ON.US) rose 11.01% after announcing a strategic partnership with Innosec to advance GaN technology applications [5]. - The Nasdaq Golden Dragon Index fell 1.38%, with notable declines in popular Chinese stocks like Xpeng Motors (XPEV.US) down 4.02% and Alibaba (BABA.US) down 1.89% [5]. - Microchip Technology (MCHP.US) increased by 12.17% after raising its revenue and earnings per share forecasts due to strong booking performance [6]. - Bitcoin-related stocks saw gains, with Iren Ltd (IREN.US) up 6.91% and Coinbase (COIN.US) up 5.19% [6]. - The robotics sector in the US experienced a boost, with Richtech Robotics (RR.US) up 18.54% and iRobot (IRBT.US) up 73.85% amid government support for the industry [7].

芯片股涨幅居前，截至发稿，华虹半导体(01347)涨3.45%，报76.5港元；上海复旦(01385)涨2.63%，报 39.78港元；中芯国际(00981)涨1.86%，报68.45港元。 消息面上，12月3日晚间，摩尔线程发布公告称，公司股票将于2025年12月5日（周五）在上海证券交易 所科创板上市。同日，沐曦股份发布公告称，其在科创板IPO上市的询价结果出炉，并确定发行价格为 104.66元/股，按照此次初步发行价格与发行后总股本计算，沐曦股份市值达418亿元。 上海证券发布研报称，2025 年全球晶圆代工产业营收有望同比增长 22.1%，AI 和电动汽车或将持续助 力 2026 年市场增长。中信证券则表示，预计2030年的中国AI芯片市场规模将在2025年350-400亿美元基 础上，增至原来的7-9倍，增幅高于全球。中国AI芯片国产化率有望从2025年30~40%提升至2030年的 60~70%水平。 ...

Core Viewpoint - Semiconductor stocks are experiencing significant gains in early trading, indicating positive market sentiment towards the sector [1][2]. Group 1: Stock Performance - Hua Hong Semiconductor (01347) has risen by 3.45%, trading at HKD 76.50 [1][2]. - Shanghai Fudan (01385) has increased by 2.79%, with a current price of HKD 39.84 [1][2]. - SMIC (00981) has seen a rise of 1.86%, currently priced at HKD 68.45 [1][2].

本报讯 （记者矫月）近日，上海市产业技术创新促进会联合上海市科学技术协会、徐汇区人民政府等 相关机构，重磅发布《2025上海硬核科技企业TOP100》等系列榜单。上海复旦微电子集团股份有限公 司（以下简称"复旦微电子集团"）凭借深厚的研发实力与行业影响力，成功入选《2025上海硬核科技企 业TOP100》及《行业标准榜TOP50》。 此次入选双榜，是对复旦微电子集团行业地位与创新实力的双重认证。《硬核科技企业TOP100》上榜 企业主要集中在"3+6"产业体系，平均研发经费支出达8.24亿元，累计拥有发明专利逾3万项、国家级研 发平台115个，是新质生产力培育的核心载体。 《行业标准榜TOP50》则聚焦技术创新与标准引领双重维度，覆盖科技、制造、环保等关键领域，旨在 表彰以原创技术突破、高研发投入为基础，并通过参与国际国内标准制定构建行业壁垒的标杆企业。 这也是复旦微电子集团及旗下控股子公司上海华岭集成电路技术股份有限公司，连续第四年双双登榜。 荣誉背后是集团长期构筑的坚实根基，集团始终将研发创新作为核心，拥有国家企业技术中心、上海市 设计创新中心等高能级创新平台，累计获得几百件专利与集成电路布图设计登记证书 ...

Group 1 - The company announced adjustments to the members of its specialized committees during the sixth meeting of the tenth board of directors held on December 2, 2025 [1] - The second extraordinary general meeting of shareholders was also held on December 2, 2025, with no resolutions being rejected [2] - The meeting was conducted in accordance with the Company Law and the company's articles of association, combining on-site and online voting methods [3] Group 2 - All current directors and supervisors attended the meeting, with a total of 9 directors and 3 supervisors present [4] - Several proposals were approved during the meeting, including the permanent replenishment of surplus funds from the initial public offering and amendments to the company's articles of association and governance systems [5][6] - The election of Mr. Zhang Yuming as an independent director of the tenth board was also approved [6] Group 3 - The meeting was witnessed by Shanghai Jintiancheng Law Firm, confirming that the procedures followed were in compliance with relevant laws and regulations [7][8]