华虹-近期提价和高产能利用率推动强劲业绩指引;增持Hua Hong Semiconductor Ltd-Strong guidance driven by recent price hike and high UTR; EW
2025-08-08 13:01
consensus EPS Source: Company data, Morgan Stanley Research August 7, 2025 04:48 PM GMT Hua Hong Semiconductor Ltd | Asia Pacific Strong guidance driven by recent price hike and high UTR; EW Reaction to earnings Unchanged Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month Hua Hong started to raise 12-inch wafer pricing. However, we still have concerns about its rising depreciation burden and pricing pressure in 8-inch wafers. The stock loo ...