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两大芯片巨头,股价重挫!
证券时报·2025-05-09 04:28

Market Overview - A-shares market showed a slight decline in the morning, with the TMT sector experiencing significant adjustments, dragging down overall market performance [1][4][5] - The Hong Kong stock market also experienced low-level fluctuations in the morning, with certain stocks like 恒基地产 and 周大福 showing gains [2][17][18] TMT Sector Performance - The TMT sector, particularly the electronics segment, led the decline with a drop exceeding 2%, impacting several leading stocks in the sector [6][9] - 华虹公司 saw its A-share price plummet, with an intraday drop of up to 12%, while its Hong Kong stock fell over 13%. The company reported a Q1 2025 revenue of 3.913 billion yuan, an 18.66% year-on-year increase, but a net profit of 22.7634 million yuan, down 89.73% year-on-year [7] - 中芯国际's A-shares dropped over 4%, with its Hong Kong shares falling more than 10%. The company reported Q1 2025 sales of $2.247 billion, a 1.8% quarter-on-quarter increase, and a gross margin of 22.5%. However, it provided a revenue guidance for Q2 indicating a potential decline of 4% to 6% [8] Other Sector Movements - The beauty and personal care sector led the gains, with stocks like 水羊股份 rising over 10% [10] - Banking and public utility sectors also showed positive performance [11] Stock Volatility - Several stocks continued to show strong performance, with companies like 华纺股份 and 利君股份 hitting the limit-up for multiple consecutive trading days. Both companies issued risk warnings regarding their stock price volatility [12][14][15] Notable Stock Movements - In the Hong Kong market, 中国碳中和 surged with an intraday increase exceeding 60% following a voluntary announcement of share purchases by its non-executive director [3][21]