中芯国际下调盈测，维持“跑赢大市”评级

里昂证券02-13

一、盈测调整与评级维持里昂证券发布研报，下调中芯国际 2026及2027年的盈利预测，分别调低14%和11%，但继续维持其H股目标价93.3港元以及“跑赢大市”的投资评级。对于中芯国际A股(688981.SH)，里昂同样维持目标价152元人民币及“跑赢大市”评级。这一调整反映了市场对中芯国际未来盈利能力的重新评估。二、业绩表现与市场需求中芯国际去年第四季度的业绩和今年第一季度的指引基本符合里昂...

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