BIHUAHO@EP2612B.P (25382) News

New Buy Rating for Hua Hong Semiconductor Ltd. (1347), the Technology Giant

TipRanksAug 15 08:26

Top 20 by Trading Volume | SanDisk rises another 7%, surging over 35% this week; Google Class A shares become Berkshire Hathaway’s fourth-largest holding; AI financing concerns intensify, Broadcom plunges nearly 6%; Reddit to be included in the S&P 500 In

SanDisk, the top stock by trading volume, closed up 7.39% with $33.63 billion in turnover. In the previous trading session, SanDisk announced a series of financial targets for fiscal years 2028 to 2030, including maintaining mid-to-high double-digit revenue growth during this period. SanDisk has continued its upward momentum, rising more than 35% cumulatively this week.

Futu NewsAug 15 06:18

Zhitong Stock Connect Active Trading | August 14

Active Trading in Hong Kong Stock Connect | August 14, 2026

Zhitong FinanceAug 14 19:00

HuaHong Hongli (1347.HK) 2026 Q2 Earnings Review: Q2 2026 Results Beat Expectations; Price Hikes to Continue in the Second Half; Consolidation of Huali Micro Amplifies Growth Flexibility

Event: The company reported its Q2 2026 results, posting revenue of $718 million, up 26.8% year over year and 8.6% quarter over quarter, surpassing the upper end of its guidance range of $690–$700 million. By wafer size, 8

Everbright SecuritiesAug 14 18:57

Capital Flows | Southbound capital sold over HK$1 billion worth of Lenovo Group and Alibaba shares, while increasing holdings in MINIMAX for seven consecutive days

Track the latest developments of southbound capital flows

Gelonghui FinanceAug 14 18:38

Jefferies Adjusts Hua Hong Semiconductor's Price Target to HK$140 From HK$91, Keeps at Hold

Hua Hong Semiconductor (HKG:1347) has an average rating of overweight and mean price target of HK$155.69, according to analysts polled by FactSet.

MT NewswiresAug 14 17:51

Southbound Capital Flow | Southbound capital records net sales of HK$1.316 billion; continued accumulation of domestic large language model stocks; divergence reemerges between the two chip giants following earnings releases

On August 14, southbound capital recorded net sales of HKD 1.316 billion in the Hong Kong stock market. Among this, the Shanghai-Hong Kong Stock Connect saw net purchases of HKD 287 million, while the Shenzhen-Hong Kong Stock Connect recorded net sales of HKD 1.603 billion.

Zhitong FinanceAug 14 17:49

Express News | Southbound funds recorded a net sell-off of RMB 1.316 billion today. Under the Shanghai-Hong Kong Stock Connect, Alibaba-W and Meituan-W saw net sales of HKD 879 million and HKD 788 million, respectively; Tencent recorded the highest net buying at HKD 1.127 billion. Under the Shenzhen-Hong Kong Stock Connect, Huahong Hongli and Lenovo Group saw net sales of HKD 783 million and HKD 293 million, respectively; the top net buyer recorded an amount of HKD 630 million.

BreakingsAug 14 17:31

HK Stocks Close (Aug 14) | Hang Seng Index Falls 1.1%; Strong Performers in Interim Results Shine; Divergent Trends for Top Two Wafer Foundries

Hong Kong's three major stock indices fell collectively today. At the close, the Hang Seng Index dropped 1.1%, or 279.66 points, to settle at 25,116.85.

Zhitong FinanceAug 14 16:31

HK Market Quick Look | All three major indices fell, with the Hang Seng Tech Index dropping 1.77% and MINIMAX declining over 12%. Memory chip and optical communication stocks strengthened; the Direxion Daily Hynix Semiconductor Bull 2X Shares surged more

Internet and technology stocks declined broadly, with JD.com-SW falling 10.41% and Meituan-W dropping 4.44%. Solar photovoltaic stocks performed strongly, with Lens Technology rising 5.03% and Fuyao Glass gaining 1.71%. Pharmaceutical stocks generally fell, with Insilico Medicine down 3.92% and Hengrui Pharma declining 3.74%.

Futu NewsAug 14 16:28

Express News | Hong Kong Stock Market Close: Hang Seng Index Falls 1.1% in Unilateral Decline; Tech and Internet Stocks Remain Weak Throughout the Day

Hong Kong stocks trended lower today, with the Hang Seng Index continuing its sluggish, volatile decline in the afternoon. The Hang Seng Tech Index remained weak and consolidated, dropping more than 2% at the start of the afternoon session. At the close, the Hang Seng Index fell 1.1% to 25,116.85 points, while the Tech Index dropped 1.77% to 4,707.62 points. Total turnover on the Hang Seng Index market reached HK$254.179 billion (compared to HK$263.71 billion in the previous trading session). In terms of sector performance, non-ferrous metals led gains; semiconductor stocks collectively surged before retreating; AI application shares plunged in the afternoon; and innovative drug and technology/internet stocks faced pressure and softened throughout the day. Regarding individual stocks, post-earnings performances varied: China Gold International Resources Corp. Ltd. (02099.HK) rose 14.64%; GDS Holdings (09698.HK) gained 10.31%; SMIC (00981.HK) advanced 4.81%; Hua Hong Semiconductor (01347.HK) declined 11.55%; and JD.com (09618.HK) fell 10.41%.

BreakingsAug 14 16:18

Jefferies Maintains 'Hold' Rating on Hua Hong Semiconductor (01347.HK); Q3 Revenue Guidance Falls Short of Expectations

Jefferies issued a report stating that Hua Hong Hongli (01347.HK) reported second-quarter revenue in line with expectations; however, gross margin and EBIT exceeded forecasts, benefiting from higher average selling prices and cost control measures. Net profit underperformed due to other income falling short of expectations. Third-quarter revenue guidance missed expectations, while gross margin was in line with forecasts. Jefferies maintained its "Hold" rating on Hua Hong Hongli and raised its target price from HK$91 to HK$140. Revenue forecasts remained largely unchanged, but the gross margin forecast for 2026–2027 was increased by 3.8 percentage points to reflect a faster-than-expected recovery in margins. However, intense competition in mature process nodes and production capacity...

AASTOCKSAug 14 15:14

HUA HONG GRACE(1347.HK):Q2 EARNINGS BEAT BUT RICH VALUATION KEEPS US AT HOLD

Hua Hong delivered a solid 2Q26, with revenue up 26.8% YoY/8.6% QoQ to a

Aug 14 14:22

Express News | Semiconductor industry chain fluctuates and declines; Hua Hong Hongli drops nearly 10%.

In the afternoon, the semiconductor industry chain experienced volatile declines. Hua Hong Hongli fell by nearly 10%, while Zhongke Feice, Huafeng Ceyuan, Chipsea Technology, Jinhaitong, Taiji Industry, Hygon Information, and Cambricon followed suit with declines.

BreakingsAug 14 13:08

HK Stock Market Midday Review | Hang Seng Index Falls 0.93% in Morning Session; Memory Chip Stocks Rise Against the Trend

Memory storage stocks led the gains. SanDisk’s long-term financial guidance significantly exceeded expectations, with AI demand expected to extend the upcycle in the memory storage sector.

Zhitong FinanceAug 14 12:00

272 funds have breached the "double 10%" holding limits; what is driving the recent wave of threshold violations?

1. The latest issue of the "Bulletin on Institutional Supervision" explicitly requires fund managers to avoid concentrated investments in single sub-sectors or areas, and to promptly adjust situations where investment deviation and concentration are excessively high; 2. Attention to portfolio concentration has once again come to the forefront; 3. By the end of the second quarter, a total of 971 active equity funds across the market held stakes in individual stocks approaching or hitting the 10% cap, with 272 of them exceeding 10%.

cls.cnAug 14 11:19

[Major Banks] Bank of America Securities raises Hua Hong Semiconductor's (01347.HK) target price to HK$69; cites overvaluation and reiterates "Underperform" rating

Bank of America Securities stated in a research report that Hua Hong Semiconductor (Hongli) (01347.HK) recorded second-quarter sales of USD 718 million, representing a 9% quarter-on-quarter increase and a 27% year-on-year rise, slightly exceeding the upper end of the company’s guidance and the bank’s expectations. Gross margin expanded to 16.5%, surpassing the guided range of 14% to 16%. The operating profit margin stood at 1.5%, marking the first positive reading since the fourth quarter of 2023. Net profit rose 85% quarter-on-quarter to USD 39 million, with earnings per share of USD 0.022, in line with expectations. The bank noted that the average selling price is recovering, estimating that the average wafer selling price will increase by approximately 5% quarter-on-quarter in the third quarter, consistent with the pricing outlook for other Asian foundries specializing in mature processes.

AASTOCKSAug 14 10:58

Hua Hong Hongli (01347.HK) fell 8% as major banks noted that its third-quarter revenue guidance missed expectations.

Hua Hong Hongli (01347.HK) opened flat today, hitting a low of HK$132.2. It is currently trading at HK$135.5, down 7.95%, with turnover of 14.4856 million shares and traded value of HK$1.972 billion. The company’s second-quarter sales revenue reached US$717.5 million, up 26.8% year-on-year, setting a historical high. Net profit stood at US$38.639 million, surging 385.9% year-on-year, with earnings per share of US$0.022. Goldman Sachs issued a report stating that Hua Hong Hongli (01347.HK) is expected to see quarter-on-quarter revenue growth of 7% to 9% in the third quarter, with gross margins ranging from 16% to 18%, compared to 16.5% in the second quarter, indicating prod

AASTOCKSAug 14 09:46

Express News | Shares of Hua Hong Hongli (01347.HK) weakened following its earnings release, plunging nearly 10% in early trading. The company projected a gross margin of 16% to 18% for the third quarter, compared with market consensus of 16.6%. Sales revenue for Q3 2026 is expected to range between $770 million and $780 million, with a gross margin of approximately 16% to 18%.

BreakingsAug 14 09:37

Market divergence widens following a surge and subsequent pullback; investors should exercise caution regarding high-level volatility in pharmaceutical stocks, while the semiconductor sector receives further industry tailwinds.

Track the entire lifecycle of core sector themes.

cls.cnAug 14 09:10