港股异动 | 华虹半导体盘中涨超10%，半导体行业引多家机构重点关注
uSMART盈立智投3月1日消息，港股今日开盘，半导体板块走高，截至11:30分,华虹半导体(01347.HK)盘中涨超10%，中芯国际（00981）盘中涨超5%，上海复旦（01385.HK)涨超3.5%。摩根士丹利发表报告指，将$中芯国际(00981.HK)$评级，由「与大市同步」升至「增持」，目标价由23.8港元升至31.8港元。
宏观消息
工信部：加大芯片企业减税力度
工信部部长肖亚庆称，对于芯片产业的高质量发展，主要有几项措施。一是加大企业减税力度。对于集成电路企业自获利年度开始减免企业所得税。二是在基础方面进一步加强提升。芯片涉及到基础问题比较多，有材料、工艺、设备，涉及比较长的产业链。只有把基础打扎实了，芯片产业才能不断创新和发展。另外，集成电路产业本身也需要很好的生态环境，搭建平台，能够在产业链上形成互补、互相支撑非常关键。
机构研报
中信证券：给予目标价38.70港元，维持「买入」评级
中信发表研究报告表示，中芯国际在被列入实体清单后短期运营正常开展，海外供应商在近期有较大概率取得美国商务部发放的针对公司10nm以上制程的供货许可证。虽然先进制程受阻，但是中芯国际策略或转向成熟制程，北京新厂（中芯京城）首栋厂房有望2022年快速投产，同时市场预期处于低位，估值显著低于同行，未来ROE有望转好。
预计中芯国际将持续受益国产替代。考虑上述情况叠加未来政府项目资金有望持续，我们维持公司2021~2023年净利润预测至4.87亿/5.53亿/7.28亿美元，对应2021~2023年EPS预测为0.48/0.55/0.72港元，每股净资产15.48/15.99/16.66港元，给予目标价38.70港元，维持「买入」评级。
个股消息
中芯国际：斥资500亿建设12英寸晶圆制造基地
据悉，中芯国际联合国家集成电路产业投资基金和北京亦庄国际投资发展有限公司，成立了一座中芯京城集成电路制造公司。注册资本达到了50亿美元。而中芯京城集成电路制造公司旗下有重大晶圆厂建设项目，总投资高达500亿元左右。
在项目建设中，一共分为两期建设，一期项目计划在2024年完成，届时中芯国际将拥有一座每月10万片产能的12英寸晶圆制造基地。目前仅一期项目的建设规划地基就有24万平方米。这座位于北京的晶圆厂建设完成后，中芯国际的实力和市场份额地位还会大大提升。。
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