追赶与跨越：中芯国际VS台积电财报对比_老虎社区_美港股上老虎

追赶与跨越：中芯国际VS台积电财报对比

东方财富Choice...02-11

近期，“半导体双雄”财报揭榜。中芯国际在国内阵地战中坚定追赶，而台积电则借AI东风，营收、利润继续狂飙。　　2025年中芯国际展现了极强的成长韧性：全年实现营收约676亿元，同比增长16.2%；归母净利润达50.4 亿元，同比增幅高达39.1%。尤其是在成熟制程领域，中芯国际稳扎稳打，深耕消费电子等本土基本盘。　　而台积电则凭借对 3nm/5nm 先进制程的统治力，营收迈向8800亿元的量级。随着...

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基础设施”的身份跨越，以近60%的毛利率摄取了行业的绝大部分溢价。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":531677670671888,"gmtCreate":1770825071528,"gmtModify":1770825073808,"author":{"id":"3493795337639736","authorId":"3493795337639736","name":"Alphabets","avatar":"https://static.tigerbbs.com/56b77e37f69d75881bb0e3579ec38396","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3493795337639736","authorIdStr":"3493795337639736"},"htmlText":"半导体双雄么……三星、英特尔你都追不上","listText":"半导体双雄么……三星、英特尔你都追不上","text":"半导体双雄么……三星、英特尔你都追不上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531677670671888","repostId":2610933511,"repostType":2,"repost":{"id":"2610933511","kind":"highlight","pubTimestamp":1770804005,"share":"https://www.laohu8.com/m/news/2610933511?lang=zh_CN&edition=full","pubTime":"2026-02-11 18:00","market":"us","language":"zh","title":"追赶与跨越：中芯国际VS台积电财报对比","url":"https://stock-news.laohu8.com/highlight/detail?id=2610933511","media":"东方财富Choice...","summary":"近期，“半导体双雄”财报揭榜。中芯国际在国内阵地战中坚定追赶，而台积电则借AI东风，营收、利润继续狂飙。2025年中芯国际展现了极强的成长韧性：全年实现营收约676亿元，同比增长16.2%；归母净利润达50.4亿元，同比增幅高达39.1%。尤其是在成熟制程领域，中芯国际稳扎稳打，深耕消费电子等本土基本盘。","content":"<html><body><div>\n<center><img src=\"https://np-newspic.dfcfw.com/download/D25091557284484603016_w1080h4526.jpg\" width=\"580\"/></center><p>　　近期，“<span>半导体</span><span></span>双雄”财报揭榜。<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span>在国内阵地战中坚定追赶，而<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>则借AI<a href=\"https://laohu8.com/S/600081\">东风</a>，营收、利润继续狂飙。</p><p>　　2025年<span href=\"http://quote.eastmoney.com/unify/r/116.00981\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/00981\">中芯国际</a></span>展现了极强的成长韧性：全年实现营收约676亿元，同比增长16.2%；归母净利润达50.4 亿元，同比增幅高达39.1%。尤其是在成熟制程领域，<span href=\"http://quote.eastmoney.com/unify/r/116.00981\" target=\"_blank\" web=\"1\">中芯国际</span>稳扎稳打，深耕<span>消费电子</span><span></span>等本土基本盘。</p><p>　　而<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>则凭借对 3nm/5nm 先进制程的统治力，营收迈向8800亿元的量级。随着 HPC（高性能计算营收占比冲上 58%，<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>已完成了从传统代工向“AI 基础设施”的身份跨越，以近60%的毛利率摄取了行业的绝大部分溢价。</p><p><img src=\"https://np-newspic.dfcfw.com/download/D25753173264126031117_w690h389.jpg\"/></p> </div></body></html>","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>追赶与跨越：中芯国际VS台积电财报对比</title>\n<style 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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追赶与跨越：中芯国际VS台积电财报对比\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/news/1345,202602113648000416.html><strong>东方财富Choice...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，“半导体双雄”财报揭榜。中芯国际在国内阵地战中坚定追赶，而台积电则借AI东风，营收、利润继续狂飙。　　2025年中芯国际展现了极强的成长韧性：全年实现营收约676亿元，同比增长16.2%；归母净利润达50.4 亿元，同比增幅高达39.1%。尤其是在成熟制程领域，中芯国际稳扎稳打，深耕消费电子等本土基本盘。　　而台积电则凭借对 3nm/5nm 先进制程的统治力，营收迈向8800亿元的量级。随着...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1345,202602113648000416.html\">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","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4605":"半导体精选","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","00981":"中芯国际","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","STSM":"Defiance Daily Target 2X Short TSM ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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