壹评级：中芯国际一季度业绩符合预期，二季度指引释放积极信号

第一财经05-15

5月14日，中芯国际披露2026年第一季度报告，一季度实现销售收入25.05亿美元，环比增长0.7%；毛利率达20.1%，环比增加0.9个百分点，整体符合市场预期。由于公司此前给出较为保守的指引，本季度营收与毛利率均小幅跑赢指引。第一财经“壹评级”认为，毛利率回升主要得益于产品组合优化及平均售价（ASP）的提升，第一季度 ASP达到938美元/片，环比增长2.5%；产能利用方面，尽管一季度为传统...

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