HS#HUAHORP2810A

Morgan Stanley Maintains Huahong Semiconductor 'In-Line' Rating

US Orders Multiple Chip Equipment Companies to Halt Shipments to HuaHong's Factories

CLSA Reports Resurgence in Analog Chip Demand, Upside for SMIC and Hua Hong

HuaHong Semiconductor Reports Revival in Demand for Mature Chip Processes in 2025 Annual Report

Huahong Semiconductor to Hold Annual General Meeting in 2026

Nomura Raises Semiconductor Manufacturing Company Huahong Target Price to HKD 116.00

Huahong Company Announces Pricing Strategy Adjustments to Boost Average Selling Prices

Huahong Company's Collaboration with STMicroelectronics on 40nm MCU Progressing Smoothly

Huahong Semiconductor's Acquisition of Huaile Micro Acquired CSRC's Approval

Huahong Semiconductor Receives Shanghai Stock Exchange Approval for Share Issuance Acquisition Plan

Huahong Semiconductor Announces Annual Profit and Suggests Name Change

HuaHong Announces Revenue Growth and Profit Decline for 2025 Without Dividend Distribution

Hong Kong Chip Stocks Open Lower: Gigadevice Down Over 5%, Huahong Semiconductor Follow Lower

HUA HONG SEMI to Release FY2025 Earnings on March 26 Pre-Market (BJT), Forecast Revenue HKD 18.75 B, EPS HKD 0.3215

Morningstar Maintains Semiconductor Manufacturing International's Fair Value Estimate at HKD 34

HuaHong Group Develops 7 Nanometer Chip Technology Ready for Production

Morgan Stanley Upgrades Semiconductor Company Huahong

Shanghai Huayaoxin Semiconductor Co., Ltd. Established with Registered Capital of 1 Billion Yuan

Chinese Government Supports Domestic Chipmakers in Expanding Advanced Chip Production

CMBI Raises Target Price for Huahong Semiconductor to HKD120

SOMERLEY CAP

TIANLI HOLDINGS

CPM GROUP

FUTONG TECH

NICHE-TECH SEMI

SINO ICT

COSMOS MACH

UBOT HOLDING

SAMPLE TECH

PERENNIAL INT'L

688347

01347

In a report released on April 29, from Morgan Stanley maintained a Hold rating on Hua Hong Semiconductor Ltd., with a price target of HK$88.00. The company’s shares closed yesterday at HK$108.10.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Hua Hong Semiconductor Ltd. has an analyst consensus of Moderate Buy, with a price target consensus of HK$101.88.

Tip Ranks

Hua Hong

HUA HONG SEMI

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Morgan Stanley Reaffirms Their Hold Rating on Hua Hong Semiconductor Ltd. (1347)

HUA HONG SEMI (1347.HK) current price is 115.800, up 7.12% for the day, with intraday gains ranking among the top, and a market capitalization of 204 billion. The company focuses on semiconductor manufacturing, driven by the overall rebound in the chip sector. Despite the backdrop of the U.S. supply chain restrictions, Morgan Stanley remains optimistic and maintains a market-perform rating. The demand for domestic AI chips is rising, leading to continuous growth in the performance of related companies and an increase in market enthusiasm

Movers Alert

Hua Hong Semiconductor (1347.HK) Jumps as Chip Stocks Rally

09903

00981

02513

Hong Kong stocks faced pressure during the midday session, with all three major indices collectively declining. Technology and large-cap blue chips generally adjusted, but the semiconductor chip sector stood out, attracting structural capital attention. Leading companies such as Tianzu Zhixin, Huahong Semiconductor, and SMIC performed impressively, with the market continuing to buy into the high prosperity of the industry chain. The focus of funds shifted from large-cap internet sectors to high-growth and computing-related companies, resulting in active trading.

At the same time, the Hong Kong stock market has recently been highly attentive to external import and export data and macro expectations, with capital flows and sector rotations accelerating, reflecting investors' high sensitivity to performance growth and high prosperity themes

Market Pulse

ILUVATAR COREX

SMIC

KNOWLEDGE ATLAS

TRACKER FUND

CSOP HS TECH

HSCEI ETF

Alphabet

Alphabet - C

TENCENT

BABA-W

XIAOMI-W

BYD COMPANY

TIANNENG POWER

KB LAMINATES

GIGADEVICE

Samsung Electronics 

XIZHI TECH-P

KUAISHOU-W

MEITUAN

BILIBILI-W

Bilibili

JD-SW

JD.com

BIDU-SW

Baidu

CHINA LIFE

China Life

PETROCHINA

ICBC

YOFC

Hang Seng Index

SINOSUN

SMIC HK SDR 5to1

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

Samsung Electronics Co., Ltd. Sponsored GDR

KUAISHOU-WR

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

JD-SWR

BIDU-SWR

PetroCN HK SDR 1to2

Hong Kong Stock Midday Review | The Hang Seng Index fluctuates lower with technology stocks broadly declining, while semiconductor stocks rise against the trend

Morgan Stanley's report indicates that new US export restrictions on chip equipment will have a limited impact on HUA HONG SEMI, as the company focuses on mature nodes (40-55 nm) rather than advanced nodes. The broker expects capacity expansion for mature nodes to proceed as planned, supported by strong demand for power chips in China's AI infrastructure. Morgan Stanley maintains an Equalweight rating on HUA HONG SEMI with a target price of HKD88.

AASTOCKS News

M Stanley: Limited Impact on HUA HONG SEMI  from New US Export Restrictions; Rating Equalweight

06656

00688

01138

09866

09696

00288

06082

03968

06809

SIGENERGY(06656) rose 10.17%, with a trading turnover 468.6 Million HKD, and a year-to-date rose 80.4%. CHINA OVERSEAS(00688) rose 8.89%, with a trading turnover 824.1 Million HKD, and a year-to-date rose 9%. WH GROUP(00288) fell 5.77%, with a trading turnover 898.8 Million HKD, and a year-to-date rose 14.9%. BIREN TECH(06082) fell 5.45%, with a trading turnover 369.4 Million HKD, and a year-to-date rose 119.7%.

- The Hang Seng Index increased by 1.68%, with a year-to-date rise of 1.9%.  
- Several stocks showed notable movements: Sihg New Energy rose by 10.17%, China Overseas Development gained 8.89%, while WH Group and Bilan Technology fell by 5.77% and 5.45%, respectively.  
- Year-to-date performance varied, with Sihg New Energy up 80.4% and Bilan Technology up 119.7%, while WH Group's increase was 14.9% and China Overseas Development was up 9%.

Top Gainers&Losers

SIGENERGY

CHINA OVERSEAS

COSCO SHIP ENGY

NIO-SW

TIANQI LITHIUM

WH GROUP

BIREN TECH

CM BANK

MONTAGE TECH

Top 5 HK Stock Gainers/Losers (>100B) (4.29)

LRCX

AMAT

KLAC

FTXL

Reuters

Lam Research

Applied Materials

VanEck Semiconductor ETF

Invesco Semiconductors ETF

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

SPDR S&P Semicon

Direxion Semicon Bear 3X

Tradr 2X Long LRCX Daily ETF

EXCLUSIVE-US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmaker

The US has reportedly asked several chip equipment companies to halt shipments to HUA HONG SEMI, China's second-largest chipmaker, leading to a significant drop in its stock price. Chinese Foreign Ministry spokesperson Lin Jian expressed hope that the US will take actions to ensure the stability of global supply chains amidst ongoing restrictions on chip exports to China.

Report Says HUA HONG SEMI  Faces Suspension of Semiconductor Equipment Supplies; China FM Hopes US Takes Concrete Actions to Safeguard Stable Global Supply Chains

02465

01299

Hong Kong stocks strengthened in the afternoon, with the lithium battery sector collectively soaring, insurance stocks rising significantly, and Baidu falling over 4% due to news of a suspension of its autonomous driving license

- On April 29, Hong Kong's three major indices rose sharply, with the Hang Seng Index up approximately 1.56%.  
- The technology sector showed mixed results, with significant gains in lithium battery and insurance stocks, while notable declines were seen in companies like Baidu and Hua Hong Semiconductor.  
- Merchants Technology surged over 250% on its market debut, reflecting strong investor interest in smart commercial hardware services.

LOPAL TECH

GANFENGLITHIUM

Ganfeng Lithium

PING AN

Ping An

JPMorgan Chase

WUXI APPTEC

WuXi AppTec

SUNMI TECH-W

CATL

LOPAL

PING AN-R

Ping An Insurance

AIA-R

AIA Group

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

CATL HK SDR 30to1

Hong Kong stocks intraday | All three major indices are in the green, lithium battery and insurance stocks lead the rise, Baidu declines against the trend

HS#HUAHORP2810A(69469.HK)