亚洲晶圆代工龙头一季报盈利大幅增长 Agentic AI点燃新需求

智通财经05-22

智通财经APP获悉，在2026年第一季的业绩中，中国两大晶圆代工龙头中芯国际(00981)与华虹半导体(01347)均交出盈利明显增长的成绩单。虽然华虹半导体实际盈利略低于市场预期，但两家公司整体表现仍展现出较强韧性，核心驱动因素均来自人工智能应用爆发所带动的配套芯片需求强劲。(资料来源：港交所华虹半导体通告)华虹半导体在2026年第一季度，公司实现销售收入约6.61亿美元，同比增长22.2%，归...

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href=http://www.zhitongcaijing.com/content/detail/1445056.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在2026年第一季的业绩中，中国两大晶圆代工龙头中芯国际(00981)与华虹半导体(01347)均交出盈利明显增长的成绩单。虽然华虹半导体实际盈利略低于市场预期，但两家公司整体表现仍展现出较强韧性，核心驱动因素均来自人工智能应用爆发所带动的配套芯片需求强劲。(资料来源：港交所华虹半导体通告)华虹半导体在2026年第一季度，公司实现销售收入约6.61亿美元，同比增长22.2%，归...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1445056.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1445056.html","article_id":"2637397873","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637397873","pubTimestamp":1779439603,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"中芯国际本季最大亮点在于淡季不淡，不仅反映其在成熟制程和特色工艺领域的竞争力逐步恢复，更显示AI基础设施及本土化需求已成为重要成长动力。此外，留意今年Agentic AI的快速发展更将成为重要的催化剂，有望进一步推动行业进入新一轮上升周期。在这份报告中，一个不容忽视的关键在于：谁能有效压低 Token 成本，将决定 Agentic AI 的普及速度。2026年在Agentic 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New Demand","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4b21662bca0235176eeb8134017ef200","symbols_score_info":{"688347":1.93,"688981":1.95,"TSMY":0.6,"00981":1.95,"STSM":0.6,"03145":0.6,"TSMU":0.6,"TSM":1.87,"TSMZ":0.6,"TSMX":0.6,"03486":1.91,"TSMG":0.6,"01347":1.93},"content_text":"智通财经APP获悉，在2026年第一季的业绩中，中国两大晶圆代工龙头中芯国际(00981)与华虹半导体(01347)均交出盈利明显增长的成绩单。虽然华虹半导体实际盈利略低于市场预期，但两家公司整体表现仍展现出较强韧性，核心驱动因素均来自人工智能应用爆发所带动的配套芯片需求强劲。(资料来源：港交所华虹半导体通告)华虹半导体在2026年第一季度，公司实现销售收入约6.61亿美元，同比增长22.2%，归母公司净利润同比大幅增长逾458%，主要受惠于MCU、功率器件及specialty process产品需求旺盛、平均售价提升，以及12英寸产线贡献增加。不过，收入环比仅微增0.2%，毛利率环比持平，导致整体业绩略逊市场预期。值得留意的是，公司对第二季度指引相对乐观，预计收入介乎6.9至7.0亿美元，毛利率将提升至14%-16%区间。中银国际于2026/05/15发表报告指出，涨价方案将在后续季度逐步生效，在AI及储存产品强劲需求带动下，全年平均售价预计提升10%至15%。该行因此将目标价由116.5港元上调至152.4港元，并维持买入评级。(资料来源：港交所中芯国际通告)中芯国际2026年第一季度，中芯国际实现销售收入25.05亿美元，同比增长11.5%，毛利率达20.1%。在传统淡季依然录得正增长，国内本土客户需求成为重要支撑。根据公司在港交所公布的通告显示，第二季度指引较强，预计收入环比增长14%至16%，毛利率介乎20%至22%。中芯国际本季最大亮点在于淡季不淡，不仅反映其在成熟制程和特色工艺领域的竞争力逐步恢复，更显示AI基础设施及本土化需求已成为重要成长动力。同时，公司8英寸晶圆月产能达到1,078,250片，占比提升至23.6%，较2025年第四季度环比再升0.8个百分点。(资料来源：港交所中芯国际通告)虽然华虹与中芯的个股业绩表现亮眼，但单一押注个股仍存在较大不确定性与公司特定风险。相比之下，通过一篮子配置亚洲半导体龙头，能更全面捕捉行业增长，同时有效分散单一公司和地域风险。在此背景下，易方达(香港)Solactive亚洲半导体精选指数ETF(03486)为投资者提供了一站式布局亚洲半导体的便捷工具。该ETF除了涵盖上述提及的中芯国际、华虹半导体外，还包括了亚洲市场上的龙头，例如台积电 (TSM. US) 、三星、海力士、Tokyo Electron(8035.JP) 、ASMPT(00522)等行业核心半导体企业，全面覆盖晶圆代工、封测、功率器件、存储等多个高景气环节，帮助投资者均衡分享亚洲半导体产业在AI浪潮下的长期成长红利，是当前配置亚洲半导体板块的优选之一。此外，留意今年Agentic AI的快速发展更将成为重要的催化剂，有望进一步推动行业进入新一轮上升周期。Agentic AI 带来 Token 消耗爆炸，亚洲半导体站上风口根据高盛最新报告《Decoding the Agentic Economy》，Agentic AI(代理型AI)将从单次聊天模式进化为自主、多步骤、持续运行的智能代理系统，预计将推动全球 Token 消耗在2030年较2026年增长24倍，其中企业端 Agent 贡献最大(预计提升55倍)。这一爆炸性需求正快速传导至算力、边缘计算、功率管理及存储芯片领域，而亚洲作为全球半导体制造核心，正成为最直接的受益者。高盛报告的投资亮点高盛在报告中强调，Agentic AI带来的低成本Token + 高 Token消耗飞轮效应，将显著提升亚洲半导体企业的产能利用率和盈利能力。随着Token经济学正面拐点(Margin Inflection)预计在2026年上半年出现，亚洲半导体有望同时享受需求放量与毛利率改善的双重红利。在这份报告中，一个不容忽视的关键在于：谁能有效压低 Token 成本，将决定 Agentic AI 的普及速度。而在半导体领域，最具领导地位的依然是英伟达、AMD与Broadcom，因此高盛报告重点推荐这三家公司。然而，芯片训练与推理效能的进一步提升，归根究柢仍取决于先进制程的突破。从这个角度来看，不仅是逻辑芯片，内存芯片领域同样能明显受惠，包括台积电、三星电子、SK海力士等亚洲领先厂商，都将成为重要受益者。此外，虽然国产芯片不在高盛报告讨论范围，但同样受惠于上述产业逻辑。在国内AI发展进程中，华为、寒武纪等公司的芯片性能提升，高度依赖中芯国际、华虹半导体在成熟及先进制程上的产能扩张，以及设备商如ASMPT的技术支持。在这一背景下，整个亚洲半导体产业的前景依然值得重点关注。而易方达亚洲半导体ETF(03486)正好为投资者提供了一站式、分散化配置亚洲半导体龙头的理想工具，让投资者无需逐一挑选个股，即可高效捕捉行业上升周期的机会。2026年在Agentic AI快速发展与AI基础设施持续扩张的双重驱动下，亚洲半导体产业正迎来明确的上升周期。Solactive亚洲半导体精选指数自基日以来，表现稳健跑赢同业多个主要指数，充分展现了其在捕捉行业成长机会上的优势。无论是恒生指数、恒生科技指数，还是标普500指数及纳斯达克综合指数，均在这一波AI浪潮中明显受惠。而作为AI核心基础设施的半导体，其重要性正日益凸显。透过易方达(香港)Solactive亚洲半导体精选指数ETF(03486)，投资者可一站式布局半导体龙头企业，高效把握这一长线趋势，实现分散风险与捕捉成长的平衡，是当前值得重点关注的配置选择。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637397873","isCrawlerRequest":true}