半导体行业双周报：把握模拟芯片涨价机遇与半导体中报行情

东莞证券2025-08-08

投资要点：半导体行业指数近两周涨跌幅：截至2025年8月7日，半导体行业指数近两周（2025/07/25-2025/08/07）累计上涨4.24%，跑赢沪深300指数5.06个百分点；2025年以来申万半导体行业指数累计上涨9.94%，跑赢沪深300指数5.37个百分点。行业新闻与公司动态：（1）火力全开，德州仪器6万料号集体涨价；（2）WSTS：2025年上半年全球半导体市场规模同比增长...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808161622a47cc7c1&s=b><strong>东莞证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资要点：半导体行业指数近两周涨跌幅：截至2025年8月7日，半导体行业指数近两周（2025/07/25-2025/08/07）累计上涨4.24%，跑赢沪深300指数5.06个百分点；2025年以来申万半导体行业指数累计上涨9.94%，跑赢沪深300指数5.37个百分点。行业新闻与公司动态：（1）火力全开，德州仪器6万料号集体涨价；（2）WSTS：2025年上半年全球半导体市场规模同比增长...</p>\n\n<a 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market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688008":0.9,"688041":0.9,"688521":0.9,"TXN":0.9},"content_text":"投资要点：半导体行业指数近两周涨跌幅：截至2025年8月7日，半导体行业指数近两周（2025/07/25-2025/08/07）累计上涨4.24%，跑赢沪深300指数5.06个百分点；2025年以来申万半导体行业指数累计上涨9.94%，跑赢沪深300指数5.37个百分点。行业新闻与公司动态：（1）火力全开，德州仪器6万料号集体涨价；（2）WSTS：2025年上半年全球半导体市场规模同比增长18.9%，达3460亿美元；（3）群联：BT载板供应持续吃紧，8月中下旬可能局部缺货；（4）SEMI：第二季度全球硅晶圆出货量同比增长近10%；（5）阿里通义千问推出新模型Qwen3-30B-A3B-Thinking-2507；（6）第二季度全球智能手机平均售价创同期历史新高；（7）AMD第二季度调整后净利润7.81亿美元，同比下降31%；（8）苹果公司宣布未来四年在美投资总额将达6000亿美元，通过实施“美国制造计划”加速在美国的生产；（9）澜起科技：上半年净利预增85.50%-102.36%；（10）芯原股份：2025年第二季度预计实现营业收入5.84亿元，环比增长49.90%；（11）豪威集团：预计上半年净利润同比增长39%至50%；（12）海光信息：上半年净利润12.01亿元，同比增长41%。周报观点：把握模拟芯片涨价机遇与半导体中报行情。据国际电子商情8月6日报道，全球模拟芯片龙头企业德州仪器自6月份提价以后，预计将于8月中旬起对旗下产品再度提价，覆盖料号范围和幅度较6月更广，推动模拟IC价格持续反弹。我们认为，海外厂商持续涨价背景下，本土企业有望凭借成本、供货响应速度等优势提升市占率，且贸易博弈背景下，国产模拟IC板块有望成为反制重点受益方向。近年来国内圣邦、思瑞浦、纳芯微等模拟芯片厂商在电源管理、信号链等领域已取得较大进步，有望逐步拓展市场份额；业绩方面，8月进入半年报业绩披露期，从已披露半年报或业绩预告的企业来看，受益AI驱动需求和国产替代加速，澜起、豪威、海光等公司25H1业绩表现较好，营收、归母净利润实现同比增长。据WSTS，2025年上半年全球半导体市场规模达3,460亿美元，同比增长18.9%，充分彰显行业景气度。建议关注2025年上半年业绩超预期的企业。风险提示：贸易形势不确定性导致下游需求存在不确定性的风险、国产替代进程不及预期的风险、产能持续释放导致竞争加剧的风险等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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