Core Viewpoint - Huahong Semiconductor (01347) has seen a significant stock price increase, reaching a new high of 92.5 HKD, driven by a recent restructuring announcement with Huali Microelectronics to address IPO commitment-related competition issues [1] Company Summary - Huahong Semiconductor's stock rose over 5% in early trading, with a current price of 91.2 HKD and a trading volume of 653 million HKD [1] - The restructuring with Huali Microelectronics aims to enhance the company's 12-inch wafer foundry capacity, leveraging both companies' complementary technology platforms [1] - Huali Microelectronics' fifth factory provides 12-inch integrated circuit wafer foundry services with a capacity of 38,000 wafers per month, serving sectors like communications and consumer electronics [1] Industry Summary - Huatai Securities reports that both SMIC and Huahong Semiconductor have shown strong stock performance this year, although there are concerns about high valuations [1] - Three industry trends are accelerating, potentially expanding the long-term space for domestic foundry segments: 1. Rapid iteration and financing of domestic computing design products [1] 2. Increasing demand for advanced manufacturing capacity as a scarce resource [1] 3. Stricter overseas technology blockade policies enhancing the need for self-sufficiency [1] - The acceleration in the layout of equipment like lithography machines and technological breakthroughs may open up long-term capacity release opportunities [1]
华虹半导体涨超5%再创新高 股价暂现八连阳 机构称先进制造产能为稀缺资源