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中文(ZH) 逾80家港股公司预告上半年业绩,芯片企业业绩集体大增

Hong Kong chip firms see massive profit surge in H1 2026

As of July 14, 2026, 82 Hong Kong-listed companies have released their first-half performance forecasts. Sectors like non-ferrous metals, semiconductors, and brokerages are showing significant growth, while real estate, construction, education, and consumer discretionary sectors are experiencing declines. Notably, chip companies are reporting substantial increases in earnings, with GigaDevice projecting a 177% revenue jump and a nearly 1100% net profit increase due to rising demand and improved pricing for memory chips. AI

IMPACT Indicates strong market demand and profitability for memory chip manufacturers, potentially signaling increased investment and production capacity for AI hardware.

RANK_REASON The cluster reports on financial performance and market trends for listed companies, with a specific focus on the semiconductor industry's earnings growth. [lever_c_demoted from significant: ic=1 ai=0.7]

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Hong Kong chip firms see massive profit surge in H1 2026

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Over 80 Hong Kong-listed companies forecast H1 performance, chip companies see collective surge in earnings

    2026年上半年业绩预告进入披露高峰期。Wind数据显示,截至目前,已有82家港股上市公司发布了2026年上半年业绩预告。整体来看,有色金属、半导体、券商等行业公司业绩增长明显,而房地产、建筑、教育、可选消费等行业公司业绩出现下降。芯片企业业绩集体大增。存储芯片企业兆易创新预计2026年上半年实现营业收入115亿元左右,同比增长177%左右;归母净利润69亿元左右,同比增长1099%左右。公司称,业绩变化主要原因是存储芯片行业景气度回升,公司存储芯片产品量价齐升,存储业务盈利水平提升。(证券时报)