Muffin Make的个人主页 - 老虎社区

Muffin Make

Muffin Make

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2025-02-19

$速腾聚创(02498)$ 短期到45、也不是很想卖

2025-02-11

$速腾聚创(02498)$ 小小搏一搏

2025-01-28

$小米集团-W(01810)$ 近期，小米股价呈现波动走势，受市场情绪和整体经济环境影响。尽管面临挑战，小米依然保持其在智能硬件和互联网服务领域的竞争力。投资者需关注公司创新能力和财报表现，以判断其未来增长潜力。

2025-09-26

忙着追高，结果当天回落！做T都来不及

2025-08-14

暗盘套利，49.58元

2025-07-26

1A 2ABC 3B 4B 5B 6C 7A 8. 510美元 20250801 9AB 10

2025-05-08

怎么没有评论的，这业绩看起来很不错啊，有没有点评的

中芯国际Q1净利润同比增长166.5%，晶圆销量稳健，但Q2展望趋于谨慎 | 财报见闻

2025-04-08

作为韭菜的我，希望可以来一个老虎旅行箱或者联名剃须刀

2025-04-08

$NVDA 20250411 100.0 CALL$ 拉高拿一下没跑，一下就跌下去了，只能说期权真刺激

2025-03-04

$速腾聚创(02498)$ 弹性很大！补仓补仓！

去老虎APP查看更多动态

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10","listText":"1A 2ABC 3B 4B 5B 6C 7A 8. 510美元 20250801 9AB 10","text":"1A 2ABC 3B 4B 5B 6C 7A 8. 510美元 20250801 9AB 10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460635780137104","isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432832952717320,"gmtCreate":1746705822089,"gmtModify":1746705823988,"author":{"id":"4196558515075762","authorId":"4196558515075762","name":"Muffin 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财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2533186110","media":"华尔街见闻","summary":"中芯国际2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。","content":"<html><body><p><a href=\"https://laohu8.com/S/688981\">中芯国际</a>2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。</p>\n<p>8日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>公布了2025 年第一季度报告：</p>\n<blockquote>\n<ul>\n<li>Q1营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；</li>\n<li>净利润13.6亿元，同比大幅增长166.5%；</li>\n<li>毛利率为22.5%，环比大致持平；</li>\n<li>第一季度资本支出为101.6亿元，环比下降14.3%，同比大幅减少36%。</li>\n<li>经营活动产生的现金流量净额为-11.7亿元，而去年同期为+35.7亿元。</li>\n</ul>\n<p><img src=\"https://wpimg-wscn.awtmt.com/6d531441-174e-4cfa-8b56-3a183b323373.png\"/></p>\n</blockquote>\n<h2>晶圆销量强劲增长，产能高效利用</h2>\n<p>从运营数据看，中芯国际第一季度<strong>销售晶圆229.2万片(8英寸等效)，环比增长15.1%，同比增长27.7%</strong>，显示市场需求依然强劲。</p>\n<p>同时，公司<strong>产能利用率提升至89.6%</strong>，较上季度提高了4.1个百分点，这也是公司近期几个季度以来产能利用率的持续回升。</p>\n<p>从地区分布看，<strong>中国区市场仍是公司的主要收入来源，占比84.3%</strong>，但较上季度的89.1%有所下降；而美国区占比从上季度的8.9%上升至12.6%。</p>\n<p>产品应用方面，<strong>消费电子领域占比最高，达40.6%</strong>，智能手机应用占比24.2%，与上季度持平，但较去年同期的31.2%明显下降。<strong>工业与汽车领域占比达9.6%</strong>，环比和同比均有所提升。</p>\n<p>从制程来看，<strong>12英寸晶圆收入占比为78.1%</strong>，8英寸晶圆为21.9%，显示公司业务结构仍以先进制程为主导。</p>\n<h2>Q2展望趋于谨慎</h2>\n<p>尽管Q1业绩亮眼，但中芯国际对第二季度的预期却相对保守。公司预计<strong>Q2收入环比下降4%到6%，毛利率介于18%至20%之间</strong>，较第一季度的22.5%明显下降。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/5524a2f5-4708-47e1-ac83-b2a0bd27377c.png\"/></p>\n<p>公司管理层在评论中提到：</p>\n<blockquote>\n<p><strong>“公司认为下半年是机遇与挑战并存。公司会提升应变和抵抗风险的能力，最主要还是保持定力，做好本业，做好当下。”</strong></p>\n</blockquote></body></html>","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-05-08 19:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3746709><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中芯国际2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。\n8日，中芯国际公布了2025 年第一季度报告：\n\n\nQ1营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；\n净利润13.6亿元，同比大幅增长166.5%；\n毛利率为22.5%，环比...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746709\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"https://wallstreetcn.com/articles/3746709","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533186110","content_text":"中芯国际2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。\n8日，中芯国际公布了2025 年第一季度报告：\n\n\nQ1营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；\n净利润13.6亿元，同比大幅增长166.5%；\n毛利率为22.5%，环比大致持平；\n第一季度资本支出为101.6亿元，环比下降14.3%，同比大幅减少36%。\n经营活动产生的现金流量净额为-11.7亿元，而去年同期为+35.7亿元。\n\n\n\n晶圆销量强劲增长，产能高效利用\n从运营数据看，中芯国际第一季度销售晶圆229.2万片(8英寸等效)，环比增长15.1%，同比增长27.7%，显示市场需求依然强劲。\n同时，公司产能利用率提升至89.6%，较上季度提高了4.1个百分点，这也是公司近期几个季度以来产能利用率的持续回升。\n从地区分布看，中国区市场仍是公司的主要收入来源，占比84.3%，但较上季度的89.1%有所下降；而美国区占比从上季度的8.9%上升至12.6%。\n产品应用方面，消费电子领域占比最高，达40.6%，智能手机应用占比24.2%，与上季度持平，但较去年同期的31.2%明显下降。工业与汽车领域占比达9.6%，环比和同比均有所提升。\n从制程来看，12英寸晶圆收入占比为78.1%，8英寸晶圆为21.9%，显示公司业务结构仍以先进制程为主导。\nQ2展望趋于谨慎\n尽管Q1业绩亮眼，但中芯国际对第二季度的预期却相对保守。公司预计Q2收入环比下降4%到6%，毛利率介于18%至20%之间，较第一季度的22.5%明显下降。\n\n公司管理层在评论中提到：\n\n“公司认为下半年是机遇与挑战并存。公司会提升应变和抵抗风险的能力，最主要还是保持定力，做好本业，做好当下。”","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422131175973576,"gmtCreate":1744095558974,"gmtModify":1744095560953,"author":{"id":"4196558515075762","authorId":"4196558515075762","name":"Muffin 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财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2533186110","media":"华尔街见闻","summary":"中芯国际2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。","content":"<html><body><p><a href=\"https://laohu8.com/S/688981\">中芯国际</a>2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。</p>\n<p>8日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>公布了2025 年第一季度报告：</p>\n<blockquote>\n<ul>\n<li>Q1营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；</li>\n<li>净利润13.6亿元，同比大幅增长166.5%；</li>\n<li>毛利率为22.5%，环比大致持平；</li>\n<li>第一季度资本支出为101.6亿元，环比下降14.3%，同比大幅减少36%。</li>\n<li>经营活动产生的现金流量净额为-11.7亿元，而去年同期为+35.7亿元。</li>\n</ul>\n<p><img src=\"https://wpimg-wscn.awtmt.com/6d531441-174e-4cfa-8b56-3a183b323373.png\"/></p>\n</blockquote>\n<h2>晶圆销量强劲增长，产能高效利用</h2>\n<p>从运营数据看，中芯国际第一季度<strong>销售晶圆229.2万片(8英寸等效)，环比增长15.1%，同比增长27.7%</strong>，显示市场需求依然强劲。</p>\n<p>同时，公司<strong>产能利用率提升至89.6%</strong>，较上季度提高了4.1个百分点，这也是公司近期几个季度以来产能利用率的持续回升。</p>\n<p>从地区分布看，<strong>中国区市场仍是公司的主要收入来源，占比84.3%</strong>，但较上季度的89.1%有所下降；而美国区占比从上季度的8.9%上升至12.6%。</p>\n<p>产品应用方面，<strong>消费电子领域占比最高，达40.6%</strong>，智能手机应用占比24.2%，与上季度持平，但较去年同期的31.2%明显下降。<strong>工业与汽车领域占比达9.6%</strong>，环比和同比均有所提升。</p>\n<p>从制程来看，<strong>12英寸晶圆收入占比为78.1%</strong>，8英寸晶圆为21.9%，显示公司业务结构仍以先进制程为主导。</p>\n<h2>Q2展望趋于谨慎</h2>\n<p>尽管Q1业绩亮眼，但中芯国际对第二季度的预期却相对保守。公司预计<strong>Q2收入环比下降4%到6%，毛利率介于18%至20%之间</strong>，较第一季度的22.5%明显下降。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/5524a2f5-4708-47e1-ac83-b2a0bd27377c.png\"/></p>\n<p>公司管理层在评论中提到：</p>\n<blockquote>\n<p><strong>“公司认为下半年是机遇与挑战并存。公司会提升应变和抵抗风险的能力，最主要还是保持定力，做好本业，做好当下。”</strong></p>\n</blockquote></body></html>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中芯国际Q1净利润同比增长166.5%，晶圆销量稳健，但Q2展望趋于谨慎 | 财报见闻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 19:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3746709><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中芯国际2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。\n8日，中芯国际公布了2025 年第一季度报告：\n\n\nQ1营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；\n净利润13.6亿元，同比大幅增长166.5%；\n毛利率为22.5%，环比...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746709\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"https://wallstreetcn.com/articles/3746709","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533186110","content_text":"中芯国际2025年第一季度营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；晶圆销量增长27.7%。但公司Q2展望趋于谨慎，预期Q2收入环比下降4-6%。\n8日，中芯国际公布了2025 年第一季度报告：\n\n\nQ1营收达22.47亿美元（约163亿人民币），环比增长1.8%，同比大增29.4%；\n净利润13.6亿元，同比大幅增长166.5%；\n毛利率为22.5%，环比大致持平；\n第一季度资本支出为101.6亿元，环比下降14.3%，同比大幅减少36%。\n经营活动产生的现金流量净额为-11.7亿元，而去年同期为+35.7亿元。\n\n\n\n晶圆销量强劲增长，产能高效利用\n从运营数据看，中芯国际第一季度销售晶圆229.2万片(8英寸等效)，环比增长15.1%，同比增长27.7%，显示市场需求依然强劲。\n同时，公司产能利用率提升至89.6%，较上季度提高了4.1个百分点，这也是公司近期几个季度以来产能利用率的持续回升。\n从地区分布看，中国区市场仍是公司的主要收入来源，占比84.3%，但较上季度的89.1%有所下降；而美国区占比从上季度的8.9%上升至12.6%。\n产品应用方面，消费电子领域占比最高，达40.6%，智能手机应用占比24.2%，与上季度持平，但较去年同期的31.2%明显下降。工业与汽车领域占比达9.6%，环比和同比均有所提升。\n从制程来看，12英寸晶圆收入占比为78.1%，8英寸晶圆为21.9%，显示公司业务结构仍以先进制程为主导。\nQ2展望趋于谨慎\n尽管Q1业绩亮眼，但中芯国际对第二季度的预期却相对保守。公司预计Q2收入环比下降4%到6%，毛利率介于18%至20%之间，较第一季度的22.5%明显下降。\n\n公司管理层在评论中提到：\n\n“公司认为下半年是机遇与挑战并存。公司会提升应变和抵抗风险的能力，最主要还是保持定力，做好本业，做好当下。”","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422131175973576,"gmtCreate":1744095558974,"gmtModify":1744095560953,"author":{"id":"4196558515075762","authorId":"4196558515075762","name":"Muffin 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