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長江存儲啟動A股IPO流程提振市場情緒 中芯(00981.HK)華虹(01347.HK)升8% 兆易創新(03986.HK)漲11%獲里昂上調目標價
中證監網站顯示,主營3D NAND閃存芯片及解決方案的長江存儲啟動IPO流程,中信証券與中信建投已發布上市輔導備案報告。晶片股今早表現突出,中芯國際(00981.HK)現報74元,升8.03%,成交1.13億股,涉資82.4億元。華虹半導體(01347.HK)現報126.7元,升8.66%,成交2,488.82萬股,涉資30.71億元。兆易創新(03986....
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長江存儲啟動A股IPO流程提振市場情緒 中芯(00981.HK)華虹(01347.HK)升8% 兆易創新(03986.HK)漲11%獲里昂上調目標價
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35
 
 

中證監網站顯示,主營3D NAND閃存芯片及解決方案的長江存儲啟動IPO流程,中信証券與中信建投已發布上市輔導備案報告。

晶片股今早表現突出,中芯國際(00981.HK)  +6.650 (+9.708%)    Short selling $2.04B; Ratio 10.599%   現報74元,升8.03%,成交1.13億股,涉資82.4億元。

華虹半導體(01347.HK)  +16.200 (+13.894%)    Short selling $1.38B; Ratio 18.458%   現報126.7元,升8.66%,成交2,488.82萬股,涉資30.71億元。

兆易創新(03986.HK)  +102.500 (+17.027%)   現報671元,升11.46%,成交233.96萬股,涉資15.54億元。

里昂發表研究報告指,兆易創新的利基型DRAM業務將持續受惠於供應商的產能擴張,而客製化記憶體產品將由2026年起貢獻可觀收入。該行上調其盈利預測,並將H股目標價由538元上調至782.3元,重申「跑贏大市」評級。

報告指出,兆易創新的利基型DRAM業務在2026年首季增長強勁,相關收入按季增長超過一倍,佔總收入的三分之一(達14億元人民幣)。該行預計,來自供應商的利基型DRAM產能將在2026年實現溫和按年增長,並在2027年持續擴張。價格方面,公司預期2026年全年將繼續上升,並於2027年維持相對高位。

該行亦表示,客製化記憶體產品將於2026年開始貢獻可觀收入,應用於汽車駕駛艙、AIPC及機械人等邊緣領域。此外,長鑫存儲的上市或將提振中國記憶體行業,尤其是兆易創新的投資者情緒。

里昂上調集團2027年及2028年每股盈利預測25%及27%。H股估值方面,該行以45倍2027年預測市盈率作估值,較國內外同業平均水平溢價12.5%,認為其作為頂尖利基型記憶體廠商,以及港股中少數記憶體上市公司的稀缺資產,估值屬合適。(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-20 16:25.)

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