大行评级｜交银国际：中芯国际次季业绩强于指引微升H股目标价至47港元

格隆汇2025-08-12

交银国际表示，中芯国际次季业绩强于指引，收入按季降1.7%，毛利率20.4%，高于该行预期和指引上限。该行认为驱动公司业绩好于预期的主要因素是8英寸产品的增长。管理层指引第三季收入恢复按季增长5%至7%，而毛利率18%至20%的指引与管理层之前给出的次季指引一致。管理层提到前三季度客户或已经提前建立库存，预计第四季急单和备货需求或放缓，但至少到10月公司产能依旧供不应求，管理层将继续收集客户反馈以...

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大行评级｜交银国际：中芯国际次季业绩强于指引 微升H股目标价至47港元

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大行评级｜交银国际：中芯国际次季业绩强于指引微升H股目标价至47港元