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, marking an eight-day consecutive increase, with a current price of 91.2 HKD and a trading volume of 653 million HKD [1] - The restructuring with Huali Microelectronics involves Huali's fifth factory, which provides 12-inch integrated circuit wafer foundry services with a capacity of 38,000 wafers per month, enhancing Huahong's 12-inch wafer foundry capacity [1] - The collaboration aims to leverage both companies' advanced process platforms, creating a more comprehensive range of applications and technical specifications for wafer foundry and supporting services [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 self-sufficiency due to stricter overseas technology restrictions [1] 3. Accelerated deployment of equipment like lithography machines, which may lead to long-term capacity release [1] - Related companies in the industry include SMIC and Huahong Semiconductor [1]
港股异动 | 华虹半导体(01347)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