港股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

中芯國際

71.050

+2.1503.12%

成交量：6,935.98萬

成交額：49.56億

市值：5,684.00億

市盈率：147.67

高：72.500

開：70.350

低：70.350

收：68.900

52周最高：93.500

52周最低：28.350

股本：80.00億

香港流通股本：60.00億

量比：2.93

換手率：1.16%

股息：- -

股息率：- -

每股收益(LYR):0.481

淨資產收益率：3.28%

總資產收益率：1.05%

市淨率：3.44

市盈率(LYR):147.67

市銷率: 8.09

資料載入中...

總覽公司新聞資訊公告

【中芯國際】25Q3業績全面超預期，強勁需求驅動2026年擴產有望加速——25Q3業績點評

光大证券研究

半導體板塊略有回調，長期邏輯不改

全球晶圓代工廠Q3：AI需求帶動行業增長，存儲漲價潮「雙刃劍」影響待觀察

部分芯片漲價！買手機，要貴了？

AI與消費電子雙輪驅動！晶圓代工雙雄Q3淨利大增四成，Q4業績穩了

电子发烧友

電子行業週報：H2原廠削減NAND供應量持續關注存儲價格漲勢

中芯國際2025年三季度業績點評：25Q3業績全面超預期強勁需求驅動2026年擴產有望加速

電子行業週報：AI算力強需求驅動存儲原廠再漲價

中芯國際CEO：存儲漲價對邏輯代工有兩大致命影響

21世纪经济报道

芯報丨百度發佈兩款崑崙芯新一代芯片和超節點產品

超170億！中芯國際三季度營收創新高

中芯國際Q3收入與利潤的「雙增長」為何換不來股價上漲？

蓝鲨财经社

中芯預計內存短缺將在明年影響汽車和手機

财经实验室TheF...

中芯國際：成熟製程領域發力，或成新增長點

中芯國際三季度温和增長，存儲超級週期帶來不確定性

科創50ETF富國11月14日跌2.45%，規模5.04億重倉中芯國際等股

ITBEAR科技资讯

【招商電子】中芯國際：25Q3收入和毛利率超指引，整體訂單供不應求

「獨家」多家手機廠商暫緩採購存儲芯片，部分廠商庫存不足三週

國產供應鏈切換紅利勁爆，中芯國際四季度指引謹慎樂觀

21世纪经济报道

南下資金今日淨流入超百億港元大肆淨買入阿里和騰訊

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/00981/news?page=18"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"00981","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"00981\",,,,,undefined,":{"symbol":"00981","market":"HK","secType":"STK","nameCN":"中芯國際","latestPrice":71.05,"timestamp":1766549304002,"preClose":68.9,"halted":0,"volume":69359801,"delay":0,"floatShares":6000000000,"shares":8000000000,"eps":0.48114959858864853,"marketStatus":"休市中","change":2.15,"latestTime":"12-24 12:08:24","open":70.35,"high":72.5,"low":70.35,"amount":4956364778,"amplitude":0.031205,"askPrice":71.05,"askSize":51000,"bidPrice":71,"bidSize":23500,"shortable":3,"etf":0,"ttmEps":0.5441008463445531,"tradingStatus":0,"nextMarketStatus":{"tag":"開盤","tradingStatus":2,"beginTime":1766971800000},"marketStatusCode":7,"adr":0,"listingDate":1079539200000,"exchange":"SEHK","adjPreClose":68.9,"openAndCloseTimeList":[[1766539800000,1766548800000]],"volumeRatio":2.9326464398388916,"lotSize":500,"spreadScale":0,"tradeCurrency":"HKD","optionSymbol":"SMC.HK","astockBrief":{"symbol":"688981","market":"SH","secType":"STK","nameCN":"中芯國際","latestPrice":122.1,"timestamp":1766732400000,"preClose":123.08,"halted":0,"volume":40239700,"delay":0,"premium":"-47.56"},"impliedVol":0.1662,"impliedVolPercentile":0.0041},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"00981\",,,,,undefined,":{"symbol":"00981","floatShares":6000000000,"roa":"1.05%","roe":"3.28%","lyrEps":0.48115,"volumeRatio":2.9326464398388916,"shares":8000000000,"dividePrice":0,"high":72.5,"amplitude":0.031205,"preClose":68.9,"low":70.35,"week52Low":28.35,"pbRate":"3.44","psRate":"8.09","week52High":93.5,"institutionHeld":0,"latestPrice":71.05,"committee":-0.369128,"eps":0.48114959858864853,"divideRate":0,"volume":69359801,"delay":0,"ttmEps":0.5441008463445531,"open":70.35,"prevYearClose":31.8,"prevWeekClose":65.05,"prevMonthClose":68.8,"prevQuarterClose":79.55,"fiveDayClose":64.75,"twentyDayClose":68.85,"sixtyDayClose":72.95},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/00981\",params:#limit:5,,,undefined,":[{"date":"2025-11-13","symbol":"00981","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1762997400000,"name":null,"time":"","dateTimestamp":1762963200000,"actualEps":null},{"date":"2025-08-28","symbol":"00981","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1756344600000,"name":null,"time":"","dateTimestamp":1756310400000,"actualEps":null},{"date":"2025-08-07","symbol":"00981","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1754530200000,"name":null,"time":"","dateTimestamp":1754496000000,"actualEps":null},{"market":"HK","date":"2025-05-08","symbol":"00981","fiscalQuarterEnding":null,"expectedEps":null,"name":null,"time":"盤後","type":"earning","dateTimestamp":1746633600000,"reportTimeType":"post","actualEps":null},{"date":"2025-02-11","symbol":"00981","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1739237400000,"name":null,"time":"","dateTimestamp":1739203200000,"actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"00981\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"00981\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0.24,"buy":0.48,"hold":0.16,"sell":0.08,"strongSell":0.04,"meanLabel":"BUY","meanPercent":0.48,"analysts":25,"updateTime":1761494400000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/00981\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"00981","date":"2025-12-24","current":130.58241,"percent":0.965881,"low":11.555155,"twenty":16.157078,"median":26.47843,"eighty":88.076068,"high":1025.128371,"avg":49.213256,"sd":50.225923,"marketCap":699915602408},"quantilePoints":[{"date":"2020-12-31","current":61.361107,"twenty":46.763841,"median":61.391997,"eighty":77.912925,"marketCap":260354017608},{"date":"2021-01-08","current":68.742494,"twenty":56.330522,"median":61.219661,"eighty":64.056324,"marketCap":291770914833},{"date":"2021-01-15","current":72.488127,"twenty":59.086855,"median":64.059424,"eighty":71.619994,"marketCap":307574081954},{"date":"2021-01-22","current":69.490767,"twenty":60.550942,"median":69.490767,"eighty":73.285439,"marketCap":294813787148},{"date":"2021-01-29","current":68.083246,"twenty":61.304529,"median":69.611163,"eighty":73.890636,"marketCap":288889339999},{"date":"2021-02-05","current":62.7821,"twenty":62.213703,"median":69.490767,"eighty":73.232717,"marketCap":266344438860},{"date":"2021-02-11","current":65.72359,"twenty":62.137155,"median":68.742494,"eighty":72.712127,"marketCap":278847405388},{"date":"2021-02-19","current":70.655309,"twenty":63.034465,"median":68.742494,"eighty":72.526777,"marketCap":299799968678},{"date":"2021-02-26","current":65.342321,"twenty":64.050125,"median":68.25927,"eighty":72.355916,"marketCap":277379612152},{"date":"2021-03-05","current":69.561273,"twenty":64.127729,"median":68.742494,"eighty":71.739796,"marketCap":295568188393},{"date":"2021-03-12","current":67.161386,"twenty":64.050125,"median":68.454453,"eighty":71.343019,"marketCap":285437148168},{"date":"2021-03-19","current":66.22938,"twenty":64.127729,"median":68.145286,"eighty":71.130122,"marketCap":281417028094},{"date":"2021-03-26","current":62.973511,"twenty":63.955404,"median":67.491743,"eighty":71.025041,"marketCap":267727166487},{"date":"2021-04-01","current":50.80582,"twenty":63.69216,"median":67.403832,"eighty":70.960247,"marketCap":282710236552},{"date":"2021-04-09","current":51.635673,"twenty":62.896947,"median":67.29182,"eighty":70.811176,"marketCap":287400763261},{"date":"2021-04-16","current":51.00444,"twenty":61.304529,"median":66.729296,"eighty":70.677904,"marketCap":283574954724},{"date":"2021-04-23","current":50.597736,"twenty":53.253525,"median":66.26812,"eighty":70.538627,"marketCap":280962566067},{"date":"2021-04-30","current":49.747933,"twenty":51.842464,"median":65.922057,"eighty":70.251939,"marketCap":276477242045},{"date":"2021-05-07","current":48.60281,"twenty":51.060112,"median":65.342321,"eighty":69.884004,"marketCap":270104102996},{"date":"2021-05-14","current":43.260304,"twenty":50.571096,"median":64.206939,"eighty":69.629387,"marketCap":272227502848},{"date":"2021-05-21","current":41.329514,"twenty":50.228421,"median":64.044809,"eighty":69.533071,"marketCap":260027906857},{"date":"2021-05-28","current":43.850442,"twenty":49.970298,"median":63.829953,"eighty":69.367171,"marketCap":275757774356},{"date":"2021-06-04","current":42.921032,"twenty":49.558838,"median":63.309579,"eighty":69.101202,"marketCap":269755547579},{"date":"2021-06-11","current":43.362556,"twenty":48.609731,"median":62.232495,"eighty":68.91656,"marketCap":272664004707},{"date":"2021-06-18","current":44.84167,"twenty":44.982686,"median":61.361107,"eighty":68.805212,"marketCap":282060237535},{"date":"2021-06-25","current":44.542855,"twenty":44.397043,"median":58.971603,"eighty":68.723868,"marketCap":280121461256},{"date":"2021-07-02","current":43.516727,"twenty":44.280429,"median":53.250152,"eighty":68.649362,"marketCap":273867208663},{"date":"2021-07-09","current":42.044579,"twenty":44.012085,"median":52.065787,"eighty":68.259544,"marketCap":264635465806},{"date":"2021-07-16","current":40.981591,"twenty":43.68361,"median":51.640233,"eighty":68.258996,"marketCap":257939536191},{"date":"2021-07-23","current":39.891329,"twenty":43.362556,"median":51.097226,"eighty":68.145286,"marketCap":251142355152},{"date":"2021-07-30","current":49.659408,"twenty":43.516727,"median":50.849885,"eighty":68.083246,"marketCap":312735860059},{"date":"2021-08-06","current":30.697312,"twenty":43.362556,"median":50.551407,"eighty":67.49794,"marketCap":324777863330},{"date":"2021-08-13","current":26.675806,"twenty":43.051687,"median":50.363332,"eighty":67.485545,"marketCap":282375055216},{"date":"2021-08-20","current":26.031563,"twenty":42.74815,"median":50.04261,"eighty":67.426546,"marketCap":275801173863},{"date":"2021-08-27","current":26.406721,"twenty":42.420376,"median":49.971683,"eighty":67.381118,"marketCap":279725289368},{"date":"2021-09-03","current":26.104566,"twenty":42.245739,"median":49.810845,"eighty":67.29182,"marketCap":275931645643},{"date":"2021-09-10","current":26.1927,"twenty":41.842832,"median":49.546091,"eighty":67.161386,"marketCap":277098012361},{"date":"2021-09-17","current":25.032279,"twenty":40.715693,"median":48.92216,"eighty":66.848915,"marketCap":264927553048},{"date":"2021-09-24","current":24.277153,"twenty":39.358757,"median":48.620112,"eighty":66.657525,"marketCap":257054598608},{"date":"2021-09-30","current":24.629809,"twenty":29.989073,"median":48.073037,"eighty":66.491266,"marketCap":260791316558},{"date":"2021-10-08","current":24.561544,"twenty":27.42427,"median":47.317123,"eighty":66.325802,"marketCap":260032417996},{"date":"2021-10-15","current":24.356149,"twenty":26.50741,"median":45.592653,"eighty":66.252624,"marketCap":257674387884},{"date":"2021-10-22","current":25.5151,"twenty":26.384641,"median":44.980404,"eighty":66.185838,"marketCap":269756721331},{"date":"2021-10-29","current":24.649502,"twenty":26.071587,"median":44.686664,"eighty":65.96175,"marketCap":260807737816},{"date":"2021-11-05","current":25.742789,"twenty":25.903517,"median":44.342902,"eighty":65.667623,"marketCap":272543133882},{"date":"2021-11-12","current":24.115526,"twenty":25.784622,"median":44.134971,"eighty":65.487132,"marketCap":267787425890},{"date":"2021-11-19","current":23.577311,"twenty":25.700578,"median":44.012085,"eighty":64.990345,"marketCap":261784690124},{"date":"2021-11-26","current":23.003553,"twenty":25.541732,"median":43.786091,"eighty":64.413011,"marketCap":255667845349},{"date":"2021-12-03","current":23.393384,"twenty":25.299463,"median":43.68361,"eighty":64.233342,"marketCap":259845520091},{"date":"2021-12-10","current":23.29035,"twenty":24.966138,"median":43.551716,"eighty":64.063231,"marketCap":258846095100},{"date":"2021-12-17","current":21.4345,"twenty":24.790387,"median":43.260304,"eighty":64.044985,"marketCap":238309902314},{"date":"2021-12-24","current":21.103241,"twenty":24.637686,"median":43.103414,"eighty":63.999665,"marketCap":234552662410},{"date":"2021-12-31","current":21.363774,"twenty":24.591748,"median":42.91798,"eighty":63.91261,"marketCap":237400567657},{"date":"2022-01-07","current":21.026949,"twenty":21.068853,"median":21.199451,"eighty":21.344949,"marketCap":233679243018},{"date":"2022-01-14","current":20.929257,"twenty":21.063919,"median":21.168669,"eighty":21.342955,"marketCap":232204632363},{"date":"2022-01-21","current":21.498425,"twenty":21.067215,"median":21.199451,"eighty":21.441918,"marketCap":238542388368},{"date":"2022-01-28","current":20.612955,"twenty":21.047999,"median":21.168669,"eighty":21.441918,"marketCap":228925352287},{"date":"2022-02-04","current":20.703883,"twenty":20.990707,"median":21.135833,"eighty":21.42903,"marketCap":229822484557},{"date":"2022-02-11","current":21.829519,"twenty":20.929257,"median":21.163875,"eighty":21.461249,"marketCap":242604682148},{"date":"2022-02-18","current":21.772419,"twenty":20.990707,"median":21.236577,"eighty":21.550369,"marketCap":242022220398},{"date":"2022-02-25","current":21.537252,"twenty":21.026949,"median":21.358788,"eighty":21.66118,"marketCap":239672055026},{"date":"2022-03-04","current":20.63877,"twenty":20.978528,"median":21.345593,"eighty":21.550369,"marketCap":229819693339},{"date":"2022-03-11","current":20.342342,"twenty":20.886123,"median":21.199451,"eighty":21.537252,"marketCap":226907042848},{"date":"2022-03-18","current":19.115299,"twenty":20.612955,"median":21.135833,"eighty":21.518213,"marketCap":213100220261},{"date":"2022-03-25","current":18.976415,"twenty":20.273633,"median":21.068574,"eighty":21.508912,"marketCap":211697148767},{"date":"2022-04-01","current":15.78392,"twenty":19.5116,"median":21.062979,"eighty":21.498425,"marketCap":210439978629},{"date":"2022-04-08","current":15.693766,"twenty":19.323957,"median":21.008828,"eighty":21.471687,"marketCap":209364848004},{"date":"2022-04-14","current":15.22536,"twenty":18.979324,"median":20.975999,"eighty":21.46275,"marketCap":203203846415},{"date":"2022-04-22","current":14.440925,"twenty":18.15747,"median":20.91299,"eighty":21.452165,"marketCap":192821464966},{"date":"2022-04-29","current":14.187026,"twenty":15.863663,"median":20.703883,"eighty":21.434735,"marketCap":189449880965},{"date":"2022-05-06","current":13.568207,"twenty":15.649249,"median":20.633615,"eighty":21.426346,"marketCap":181252830722},{"date":"2022-05-13","current":12.190573,"twenty":15.094064,"median":20.553887,"eighty":21.415609,"marketCap":190449538422},{"date":"2022-05-20","current":12.459211,"twenty":14.440925,"median":20.307987,"eighty":21.40119,"marketCap":194612156732},{"date":"2022-05-27","current":12.713872,"twenty":14.187026,"median":19.863027,"eighty":21.38084,"marketCap":198607403959},{"date":"2022-06-02","current":13.080008,"twenty":13.664804,"median":19.5116,"eighty":21.367187,"marketCap":204224637933},{"date":"2022-06-10","current":13.789373,"twenty":13.484015,"median":19.386165,"eighty":21.359785,"marketCap":215413371461},{"date":"2022-06-17","current":13.412466,"twenty":13.473087,"median":19.101109,"eighty":21.337677,"marketCap":209539047445},{"date":"2022-06-24","current":13.408122,"twenty":13.433775,"median":18.974661,"eighty":21.285443,"marketCap":209450369129},{"date":"2022-06-30","current":13.509289,"twenty":13.44118,"median":18.255264,"eighty":21.229152,"marketCap":210982325899},{"date":"2022-07-08","current":12.996866,"twenty":13.329584,"median":15.955598,"eighty":21.183858,"marketCap":203009529562},{"date":"2022-07-15","current":11.982241,"twenty":13.142186,"median":15.805762,"eighty":21.16771,"marketCap":187194104675},{"date":"2022-07-22","current":12.432017,"twenty":13.032233,"median":15.63812,"eighty":21.130225,"marketCap":194187141406},{"date":"2022-07-29","current":12.042398,"twenty":12.785321,"median":15.159712,"eighty":21.085899,"marketCap":188132715528},{"date":"2022-08-05","current":13.219934,"twenty":12.721326,"median":14.910943,"eighty":21.069666,"marketCap":206531181442},{"date":"2022-08-12","current":13.911531,"twenty":12.721326,"median":14.433774,"eighty":21.066535,"marketCap":198103946838},{"date":"2022-08-19","current":13.050614,"twenty":12.732841,"median":14.21269,"eighty":21.064426,"marketCap":186027773844},{"date":"2022-08-26","current":12.788059,"twenty":12.732841,"median":14.145136,"eighty":21.06279,"marketCap":182278248216},{"date":"2022-09-02","current":12.581751,"twenty":12.708954,"median":13.911531,"eighty":21.040983,"marketCap":179419177224},{"date":"2022-09-09","current":12.914076,"twenty":12.693492,"median":13.792237,"eighty":21.005204,"marketCap":184145789279},{"date":"2022-09-16","current":12.93746,"twenty":12.706495,"median":13.678482,"eighty":20.985835,"marketCap":184492628544},{"date":"2022-09-23","current":12.636799,"twenty":12.689449,"median":13.621598,"eighty":20.976505,"marketCap":180209457761},{"date":"2022-09-30","current":12.401266,"twenty":12.640928,"median":13.552384,"eighty":20.955785,"marketCap":176852853486},{"date":"2022-10-07","current":12.901918,"twenty":12.640075,"median":13.497986,"eighty":20.92275,"marketCap":183992348330},{"date":"2022-10-14","current":12.06833,"twenty":12.594422,"median":13.472048,"eighty":20.894602,"marketCap":172105338078},{"date":"2022-10-21","current":12.372288,"twenty":12.569323,"median":13.440834,"eighty":20.849675,"marketCap":176435560447},{"date":"2022-10-28","current":12.894614,"twenty":12.543946,"median":13.408122,"eighty":20.69086,"marketCap":183878580376},{"date":"2022-11-04","current":13.219309,"twenty":12.568288,"median":13.306645,"eighty":20.637739,"marketCap":188519094060},{"date":"2022-11-11","current":12.17121,"twenty":12.543946,"median":13.289114,"eighty":20.629483,"marketCap":187524632488},{"date":"2022-11-18","current":12.426316,"twenty":12.519206,"median":13.235087,"eighty":20.601141,"marketCap":191137491916},{"date":"2022-11-25","current":12.251885,"twenty":12.459366,"median":13.228793,"eighty":20.539722,"marketCap":188295945578},{"date":"2022-12-02","current":11.897492,"twenty":12.406276,"median":13.219542,"eighty":20.454918,"marketCap":182085602935},{"date":"2022-12-09","current":12.608047,"twenty":12.380471,"median":13.202428,"eighty":20.3286,"marketCap":193001966525},{"date":"2022-12-16","current":12.957268,"twenty":12.393881,"median":13.142117,"eighty":20.228376,"marketCap":198314658095},{"date":"2022-12-23","current":12.346908,"twenty":12.393881,"median":13.080008,"eighty":20.010485,"marketCap":189457482118},{"date":"2022-12-30","current":12.43293,"twenty":12.389144,"median":13.06472,"eighty":19.899892,"marketCap":190608045135},{"date":"2023-01-06","current":12.624222,"twenty":12.397574,"median":13.039212,"eighty":19.847963,"marketCap":193822447688},{"date":"2023-01-13","current":12.790216,"twenty":12.406093,"median":13.001431,"eighty":19.642128,"marketCap":196406196201},{"date":"2023-01-20","current":13.139634,"twenty":12.410153,"median":13.008779,"eighty":19.484557,"marketCap":202204837164},{"date":"2023-01-27","current":13.337644,"twenty":12.410714,"median":13.018384,"eighty":19.466528,"marketCap":205321232506},{"date":"2023-02-03","current":13.204534,"twenty":12.416193,"median":13.020643,"eighty":19.396209,"marketCap":203692194495},{"date":"2023-02-10","current":12.951209,"twenty":12.426316,"median":13.018384,"eighty":19.376122,"marketCap":199893665385},{"date":"2023-02-17","current":12.470612,"twenty":12.432017,"median":12.996866,"eighty":19.115299,"marketCap":192349924726},{"date":"2023-02-24","current":12.382301,"twenty":12.432017,"median":12.978054,"eighty":19.101109,"marketCap":191083964559},{"date":"2023-03-03","current":12.758595,"twenty":12.426316,"median":12.96113,"eighty":18.981263,"marketCap":196912769983},{"date":"2023-03-10","current":12.241122,"twenty":12.396701,"median":12.522692,"eighty":12.549849,"marketCap":188934408865},{"date":"2023-03-17","current":14.908364,"twenty":19.484557,"median":39.379946,"eighty":60.041269,"marketCap":230096128399},{"date":"2023-03-24","current":14.286675,"twenty":19.029201,"median":39.379946,"eighty":60.041269,"marketCap":220503775649},{"date":"2023-03-31","current":15.623402,"twenty":17.111147,"median":39.379123,"eighty":60.014638,"marketCap":222958574475},{"date":"2023-04-06","current":18.627109,"twenty":16.74253,"median":39.378301,"eighty":59.988008,"marketCap":265822549863},{"date":"2023-04-14","current":19.746806,"twenty":16.435475,"median":39.379946,"eighty":60.041269,"marketCap":281800734172},{"date":"2023-04-21","current":19.52777,"twenty":16.281948,"median":39.429061,"eighty":60.067899,"marketCap":278673513168},{"date":"2023-04-28","current":19.018367,"twenty":16.281948,"median":39.429061,"eighty":60.067899,"marketCap":271405739761},{"date":"2023-05-05","current":17.922031,"twenty":16.281948,"median":39.429061,"eighty":60.067899,"marketCap":255698662526},{"date":"2023-05-12","current":18.860144,"twenty":16.157078,"median":39.356506,"eighty":60.067899,"marketCap":238977752540},{"date":"2023-05-19","current":19.460842,"twenty":16.157078,"median":39.061822,"eighty":60.067899,"marketCap":244028680884},{"date":"2023-05-25","current":17.951176,"twenty":16.185735,"median":38.878369,"eighty":60.041269,"marketCap":225273671316},{"date":"2023-06-02","current":18.762149,"twenty":16.157078,"median":38.623262,"eighty":60.067899,"marketCap":235362107112},{"date":"2023-06-09","current":19.23591,"twenty":16.157078,"median":38.255505,"eighty":60.067899,"marketCap":241449410605},{"date":"2023-06-16","current":20.265176,"twenty":16.157078,"median":38.043508,"eighty":60.067899,"marketCap":253923085015},{"date":"2023-06-23","current":18.208092,"twenty":16.157078,"median":37.859429,"eighty":60.067899,"marketCap":228392192814},{"date":"2023-06-30","current":18.206231,"twenty":16.157078,"median":37.64802,"eighty":60.067899,"marketCap":228582028755},{"date":"2023-07-07","current":17.744571,"twenty":16.185735,"median":37.359536,"eighty":60.041269,"marketCap":222335872132},{"date":"2023-07-14","current":18.052214,"twenty":16.185735,"median":36.0918,"eighty":60.041269,"marketCap":226188842732},{"date":"2023-07-21","current":17.404385,"twenty":16.185735,"median":35.597792,"eighty":60.041269,"marketCap":217832259659},{"date":"2023-07-28","current":17.952919,"twenty":16.185735,"median":35.288318,"eighty":60.041269,"marketCap":224372725722},{"date":"2023-08-04","current":17.641887,"twenty":16.185735,"median":35.082072,"eighty":60.041269,"marketCap":220618031829},{"date":"2023-08-11","current":17.786533,"twenty":16.185735,"median":34.921269,"eighty":60.041269,"marketCap":207241845322},{"date":"2023-08-18","current":17.679334,"twenty":16.185735,"median":34.392523,"eighty":60.041269,"marketCap":206359808835},{"date":"2023-08-25","current":17.769488,"twenty":16.185735,"median":34.166775,"eighty":60.041269,"marketCap":207736770396},{"date":"2023-09-01","current":19.848713,"twenty":16.185735,"median":33.71134,"eighty":60.041269,"marketCap":232074432680},{"date":"2023-09-08","current":19.597765,"twenty":16.185735,"median":33.380389,"eighty":60.041269,"marketCap":228956310862},{"date":"2023-09-15","current":19.594683,"twenty":16.185735,"median":32.958207,"eighty":60.041269,"marketCap":228611940142},{"date":"2023-09-22","current":19.289176,"twenty":16.185735,"median":32.428985,"eighty":60.041269,"marketCap":224805826750},{"date":"2023-09-29","current":19.544162,"twenty":16.214392,"median":32.003467,"eighty":60.014638,"marketCap":228077553758},{"date":"2023-10-06","current":19.102398,"twenty":16.214392,"median":31.648001,"eighty":60.014638,"marketCap":222949847148},{"date":"2023-10-13","current":20.494483,"twenty":16.214392,"median":31.244433,"eighty":60.014638,"marketCap":238954485708},{"date":"2023-10-20","current":28.26647,"twenty":16.243049,"median":31.244053,"eighty":59.988008,"marketCap":246227980219},{"date":"2023-10-27","current":29.404464,"twenty":16.214392,"median":31.244433,"eighty":60.014638,"marketCap":256080098930},{"date":"2023-11-03","current":30.844074,"twenty":16.214392,"median":31.244433,"eighty":60.014638,"marketCap":268716059059},{"date":"2023-11-10","current":28.196628,"twenty":16.214392,"median":31.244433,"eighty":60.014638,"marketCap":245226534751},{"date":"2023-11-17","current":28.056828,"twenty":16.214392,"median":31.244433,"eighty":60.014638,"marketCap":243597103359},{"date":"2023-11-24","current":28.244757,"twenty":16.214392,"median":31.244433,"eighty":60.014638,"marketCap":245080954655},{"date":"2023-12-01","current":28.03436,"twenty":16.214392,"median":31.244433,"eighty":60.014638,"marketCap":243915482559},{"date":"2023-12-08","current":27.118022,"twenty":16.214392,"median":31.240115,"eighty":60.014638,"marketCap":235818711076},{"date":"2023-12-15","current":27.507188,"twenty":16.214392,"median":30.832596,"eighty":60.014638,"marketCap":239042729865},{"date":"2023-12-22","current":27.451061,"twenty":16.214392,"median":30.759215,"eighty":60.014638,"marketCap":238851135749},{"date":"2023-12-29","current":26.89286,"twenty":16.214392,"median":30.759215,"eighty":60.014638,"marketCap":233902617355},{"date":"2024-01-05","current":25.238635,"twenty":16.214392,"median":30.759215,"eighty":60.014638,"marketCap":219460639336},{"date":"2024-01-12","current":23.281027,"twenty":16.214392,"median":30.759215,"eighty":60.014638,"marketCap":202688029250},{"date":"2024-01-19","current":22.078863,"twenty":16.214392,"median":30.759215,"eighty":60.014638,"marketCap":192223773248},{"date":"2024-01-26","current":22.170112,"twenty":16.214392,"median":30.759215,"eighty":60.014638,"marketCap":192855547911},{"date":"2024-02-02","current":20.043018,"twenty":16.214392,"median":30.759215,"eighty":60.014638,"marketCap":174510837356},{"date":"2024-02-09","current":20.667251,"twenty":16.296514,"median":30.674462,"eighty":59.938527,"marketCap":179944537361},{"date":"2024-02-16","current":21.268412,"twenty":16.243049,"median":30.477829,"eighty":59.988008,"marketCap":185221314014},{"date":"2024-02-23","current":21.349654,"twenty":16.243049,"median":29.184385,"eighty":59.988008,"marketCap":185987544584},{"date":"2024-03-01","current":23.624627,"twenty":16.271706,"median":28.69757,"eighty":59.961378,"marketCap":205934334753},{"date":"2024-03-08","current":23.093656,"twenty":16.271706,"median":28.321633,"eighty":59.961378,"marketCap":201087602919},{"date":"2024-03-15","current":23.060647,"twenty":16.271706,"median":28.146361,"eighty":59.961378,"marketCap":200837404046},{"date":"2024-03-22","current":22.019887,"twenty":16.271706,"median":28.039336,"eighty":59.961378,"marketCap":191744396244},{"date":"2024-03-28","current":21.187977,"twenty":16.271706,"median":27.84252,"eighty":59.961378,"marketCap":184620374993},{"date":"2024-04-05","current":25.999467,"twenty":16.185735,"median":27.594589,"eighty":60.041269,"marketCap":183700563595},{"date":"2024-04-12","current":24.171032,"twenty":16.214392,"median":27.458151,"eighty":60.014638,"marketCap":170954215756},{"date":"2024-04-19","current":24.614563,"twenty":16.214392,"median":27.294918,"eighty":60.014638,"marketCap":173968994275},{"date":"2024-04-26","current":25.847589,"twenty":16.271706,"median":27.119869,"eighty":59.961378,"marketCap":182619761678},{"date":"2024-05-03","current":26.221088,"twenty":16.271706,"median":26.702181,"eighty":59.961378,"marketCap":184977247182},{"date":"2024-05-10","current":32.540189,"twenty":16.271706,"median":26.524117,"eighty":59.961378,"marketCap":189005112483},{"date":"2024-05-17","current":32.920348,"twenty":16.271706,"median":26.524117,"eighty":59.961378,"marketCap":190903463197},{"date":"2024-05-24","current":30.859661,"twenty":16.271706,"median":26.524117,"eighty":59.961378,"marketCap":179103867552},{"date":"2024-05-31","current":33.484282,"twenty":16.271706,"median":26.524117,"eighty":59.961378,"marketCap":194531795453},{"date":"2024-06-07","current":36.245464,"twenty":16.271706,"median":26.524117,"eighty":59.961378,"marketCap":210399263803},{"date":"2024-06-14","current":35.176521,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":204195783488},{"date":"2024-06-21","current":37.037581,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":214818181330},{"date":"2024-06-28","current":34.491085,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":200183065384},{"date":"2024-07-05","current":34.896905,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":202541781546},{"date":"2024-07-12","current":36.477678,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":211668881276},{"date":"2024-07-19","current":36.866097,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":213982761777},{"date":"2024-07-26","current":35.549987,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":206271502040},{"date":"2024-08-02","current":35.146221,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":204148150288},{"date":"2024-08-09","current":51.659234,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":203328803768},{"date":"2024-08-16","current":52.732427,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":207630614697},{"date":"2024-08-23","current":50.685046,"twenty":16.243049,"median":26.497186,"eighty":59.988008,"marketCap":199585817317},{"date":"2024-08-30","current":52.537635,"twenty":16.243049,"median":26.497186,"eighty":59.869975,"marketCap":206908471311},{"date":"2024-09-06","current":49.223051,"twenty":16.243049,"median":26.497186,"eighty":58.822027,"marketCap":193792280454},{"date":"2024-09-13","current":47.199149,"twenty":16.243049,"median":26.497186,"eighty":58.314754,"marketCap":185996235086},{"date":"2024-09-20","current":49.101628,"twenty":16.214392,"median":26.487865,"eighty":57.765315,"marketCap":193286214254},{"date":"2024-09-27","current":56.318589,"twenty":16.214392,"median":26.487865,"eighty":57.307569,"marketCap":221242640015},{"date":"2024-10-04","current":75.03328,"twenty":16.214392,"median":26.487865,"eighty":57.307569,"marketCap":294293296826},{"date":"2024-10-10","current":80.596475,"twenty":16.243049,"median":26.497186,"eighty":57.364827,"marketCap":316254739394},{"date":"2024-10-18","current":96.048209,"twenty":16.214392,"median":26.487865,"eighty":57.307569,"marketCap":377102568531},{"date":"2024-10-25","current":95.740142,"twenty":16.214392,"median":26.487865,"eighty":57.307569,"marketCap":375726713089},{"date":"2024-11-01","current":86.156465,"twenty":16.214392,"median":26.487865,"eighty":57.307569,"marketCap":338272758933},{"date":"2024-11-08","current":66.400906,"twenty":16.214392,"median":26.487865,"eighty":57.307569,"marketCap":387135333504},{"date":"2024-11-15","current":83.04437,"twenty":16.214392,"median":26.487865,"eighty":57.59924,"marketCap":361801324770},{"date":"2024-11-22","current":77.937128,"twenty":16.214392,"median":26.487865,"eighty":58.117447,"marketCap":339603716721},{"date":"2024-11-29","current":79.88413,"twenty":16.214392,"median":26.487865,"eighty":58.53628,"marketCap":348120242641},{"date":"2024-12-06","current":79.776219,"twenty":16.214392,"median":26.487865,"eighty":59.661192,"marketCap":347558874596},{"date":"2024-12-13","current":76.134835,"twenty":16.214392,"median":26.487865,"eighty":60.555514,"marketCap":331404719282},{"date":"2024-12-20","current":84.825216,"twenty":16.214392,"median":26.487865,"eighty":60.926123,"marketCap":369073694535},{"date":"2024-12-27","current":89.617952,"twenty":16.214392,"median":26.487865,"eighty":61.256354,"marketCap":389715117674},{"date":"2025-01-03","current":83.500491,"twenty":16.214392,"median":26.487865,"eighty":61.600389,"marketCap":363532811443},{"date":"2025-01-10","current":89.617545,"twenty":16.214392,"median":26.487865,"eighty":62.198111,"marketCap":390427288118},{"date":"2025-01-17","current":103.868153,"twenty":16.214392,"median":26.487865,"eighty":62.790359,"marketCap":452876584496},{"date":"2025-01-24","current":104.676353,"twenty":16.214392,"median":26.487865,"eighty":62.915726,"marketCap":456485397666},{"date":"2025-01-28","current":98.189319,"twenty":16.243049,"median":26.497186,"eighty":62.99405,"marketCap":428248720891},{"date":"2025-02-07","current":114.069833,"twenty":16.185735,"median":26.478543,"eighty":63.133452,"marketCap":497268266734},{"date":"2025-02-14","current":111.070582,"twenty":16.185735,"median":26.478543,"eighty":63.25779,"marketCap":484265664257},{"date":"2025-02-21","current":125.47778,"twenty":16.185735,"median":26.478543,"eighty":63.668752,"marketCap":546209010746},{"date":"2025-02-28","current":121.468004,"twenty":16.185735,"median":26.478543,"eighty":63.925667,"marketCap":528776760632},{"date":"2025-03-07","current":122.754731,"twenty":16.157078,"median":26.47843,"eighty":64.069077,"marketCap":534091589079},{"date":"2025-03-14","current":116.067248,"twenty":16.157078,"median":26.47843,"eighty":64.456564,"marketCap":505018522226},{"date":"2025-03-21","current":109.325748,"twenty":16.157078,"median":26.47843,"eighty":65.340437,"marketCap":475708935423},{"date":"2025-03-28","current":125.294113,"twenty":16.157078,"median":26.47843,"eighty":65.722724,"marketCap":480087859876},{"date":"2025-04-03","current":119.190155,"twenty":16.157078,"median":26.47843,"eighty":66.207609,"marketCap":457059420553},{"date":"2025-04-11","current":124.529567,"twenty":16.157078,"median":26.47843,"eighty":66.516891,"marketCap":476183933356},{"date":"2025-04-17","current":122.870886,"twenty":16.185735,"median":26.478543,"eighty":67.239646,"marketCap":470009075015},{"date":"2025-04-25","current":119.616541,"twenty":16.128421,"median":26.478317,"eighty":67.485545,"marketCap":457309379414},{"date":"2025-05-02","current":123.913656,"twenty":16.157078,"median":26.47843,"eighty":68.002533,"marketCap":473611406846},{"date":"2025-05-09","current":93.221035,"twenty":16.128421,"median":26.478317,"eighty":68.258996,"marketCap":441299644453},{"date":"2025-05-16","current":91.017173,"twenty":16.128421,"median":26.478317,"eighty":68.820892,"marketCap":432682055430},{"date":"2025-05-23","current":90.368497,"twenty":16.128421,"median":26.478317,"eighty":69.490767,"marketCap":430751850969},{"date":"2025-05-30","current":88.173129,"twenty":16.128421,"median":26.478317,"eighty":70.112673,"marketCap":420969322494},{"date":"2025-06-06","current":88.867567,"twenty":16.128421,"median":26.478317,"eighty":70.685124,"marketCap":424615481462},{"date":"2025-06-13","current":87.831661,"twenty":16.128421,"median":26.478317,"eighty":71.390688,"marketCap":419855202849},{"date":"2025-06-20","current":86.523886,"twenty":16.128421,"median":26.478317,"eighty":72.536439,"marketCap":413627453653},{"date":"2025-06-27","current":95.822393,"twenty":16.157078,"median":26.47843,"eighty":73.777197,"marketCap":458077216721},{"date":"2025-07-04","current":94.239598,"twenty":16.157078,"median":26.47843,"eighty":74.170614,"marketCap":450519303574},{"date":"2025-07-11","current":97.802353,"twenty":16.157078,"median":26.47843,"eighty":74.170614,"marketCap":467549527567},{"date":"2025-07-18","current":99.35119,"twenty":16.157078,"median":26.47843,"eighty":74.170614,"marketCap":474859442941},{"date":"2025-07-25","current":108.755282,"twenty":16.157078,"median":26.47843,"eighty":74.170614,"marketCap":519909942231},{"date":"2025-08-01","current":102.762208,"twenty":16.157078,"median":26.47843,"eighty":74.170614,"marketCap":491261010738},{"date":"2025-08-08","current":106.025479,"twenty":16.157078,"median":26.47843,"eighty":74.421632,"marketCap":480150357816},{"date":"2025-08-15","current":114.026835,"twenty":16.157078,"median":26.47843,"eighty":74.697324,"marketCap":515338942164},{"date":"2025-08-22","current":125.72222,"twenty":16.157078,"median":26.47843,"eighty":75.52687,"marketCap":566705915080},{"date":"2025-08-29","current":136.42374,"twenty":16.157078,"median":26.47843,"eighty":76.352739,"marketCap":613525874408},{"date":"2025-09-05","current":133.626605,"twenty":16.157078,"median":26.47843,"eighty":76.352739,"marketCap":601378287451},{"date":"2025-09-12","current":136.177085,"twenty":16.157078,"median":26.47843,"eighty":77.101967,"marketCap":611931104664},{"date":"2025-09-19","current":152.35511,"twenty":16.157078,"median":26.47843,"eighty":77.867576,"marketCap":683595718461},{"date":"2025-09-26","current":161.769206,"twenty":16.157078,"median":26.47843,"eighty":78.253672,"marketCap":726120072142},{"date":"2025-10-03","current":189.666521,"twenty":16.185735,"median":26.478543,"eighty":78.713044,"marketCap":851601960941},{"date":"2025-10-10","current":165.874967,"twenty":16.157078,"median":26.47843,"eighty":79.843239,"marketCap":744549263142},{"date":"2025-10-17","current":151.786492,"twenty":16.157078,"median":26.47843,"eighty":80.213109,"marketCap":680504121055},{"date":"2025-10-24","current":172.308644,"twenty":16.157078,"median":26.47843,"eighty":80.843501,"marketCap":772499120250},{"date":"2025-10-31","current":160.912781,"twenty":16.157078,"median":26.47843,"eighty":81.12998,"marketCap":721237117423},{"date":"2025-11-07","current":160.375658,"twenty":16.157078,"median":26.47843,"eighty":81.12998,"marketCap":719360721486},{"date":"2025-11-14","current":156.097939,"twenty":16.157078,"median":26.47843,"eighty":82.468599,"marketCap":699740866318},{"date":"2025-11-21","current":136.86703,"twenty":16.157078,"median":26.47843,"eighty":83.409267,"marketCap":660305551285},{"date":"2025-11-28","current":137.447076,"twenty":16.157078,"median":26.47843,"eighty":84.749026,"marketCap":662807451640},{"date":"2025-12-05","current":138.87572,"twenty":16.157078,"median":26.47843,"eighty":86.317403,"marketCap":669929192579},{"date":"2025-12-12","current":137.63992,"twenty":16.157078,"median":26.47843,"eighty":87.191584,"marketCap":663925950909},{"date":"2025-12-19","current":133.004404,"twenty":16.157078,"median":26.47843,"eighty":87.786897,"marketCap":641492494581},{"date":"2025-12-24","current":145.209428,"twenty":16.157078,"median":26.47843,"eighty":88.076068,"marketCap":699915602408}],"updateTime":1766806809577},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"00981\",pageSize:20,pageCount:18,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2584569144","title":"【中芯國際】25Q3業績全面超預期，強勁需求驅動2026年擴產有望加速——25Q3業績點評","url":"https://stock-news.laohu8.com/highlight/detail?id=2584569144","media":"光大证券研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584569144?lang=zh_tw&edition=fundamental","pubTime":"2025-11-17 07:01","pubTimestamp":1763334060,"startTime":"0","endTime":"0","summary":"报告摘要事件：3Q25业绩全面超预期。供不应求推高稼动率，2026年预计扩产加速1）稼动率：3Q25稼动率95.8%，YoY+5.4pct，QoQ+3.3pct；晶圆出货249.95万片，系国产替代需求叠加部分下游持续补库存。考虑到存储缺芯或带来短期晶圆出货扰动，我们预计4Q25稼动率略降或持平。如因侵权行为给光大证券造成任何直接或间接的损失，光大证券保留追究一切法律责任的权利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117075247976d988a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117075247976d988a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00981","BK1163","BK1610","BK1607","BK1614","BK1526"],"gpt_icon":1},{"id":"2584660837","title":"半導體板塊略有回調，長期邏輯不改","url":"https://stock-news.laohu8.com/highlight/detail?id=2584660837","media":"中国银河","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584660837?lang=zh_tw&edition=fundamental","pubTime":"2025-11-17 00:05","pubTimestamp":1763309158,"startTime":"0","endTime":"0","summary":"核心观点行情回顾：本周，沪深300涨跌幅为-1.08%，电子板块涨跌幅为-1.73%，半导体行业涨跌幅为-0.41%。尽管半导体板块短期出现波动，但长期发展逻辑并未改变。数字芯片设计：在半导体板块整体回调的行情下，数字芯片设计板块的表现相对稳定，仅下跌0.14%。AI算力芯片仍是板块的核心增长引擎，寒武纪、海光信息等头部企业受益于AI服务器需求爆发，营收与利润双增。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117000602976d12bb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117000602976d12bb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","BK1163","00981","BK1614","BK1607","BK1526"],"gpt_icon":1},{"id":"2583789662","title":"全球晶圓代工廠Q3：AI需求帶動行業增長，存儲漲價潮「雙刃劍」影響待觀察","url":"https://stock-news.laohu8.com/highlight/detail?id=2583789662","media":"Eric有话说","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583789662?lang=zh_tw&edition=fundamental","pubTime":"2025-11-16 22:09","pubTimestamp":1763302151,"startTime":"0","endTime":"0","summary":"存储涨价潮对下游客户订单的影响或成为明年制约Tier2成熟工艺厂商增长最大隐患。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116221159a6fd4485&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116221159a6fd4485&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["TSM","IE0034224299.USD","LU0052750758.USD","BK1614","00981","BK1607","01347","SG9999006597.SGD","BK1589","BK1163","LU0708995583.HKD","LU0320764599.SGD"],"gpt_icon":1},{"id":"2583089668","title":"部分芯片漲價！買手機，要貴了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583089668","media":"中国商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583089668?lang=zh_tw&edition=fundamental","pubTime":"2025-11-16 11:27","pubTimestamp":1763263637,"startTime":"0","endTime":"0","summary":"从今年下半年开始，存储芯片的涨价潮呈现加速态势。短短一周之内，DDR5高性能存储芯片现货价格飙升了25%。在存储芯片行业涨价潮下，该公司股价一路上行，市值已经突破900亿元大关。11月13日，中芯国际发布了2025年第三季度报告。存储芯片自2024年初进入涨价周期，主要因三星、SK海力士等国际大厂调整产能与报价。业内人士认为，存储芯片涨价背后是AI带来的“吞噬式需求”正在重塑存储行业，并且是以企业级的AI资本开支为核心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116114832a6fc6f63&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116114832a6fc6f63&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01810","BK1607","BK1163","BK1614","BK1610","BK1526","00981"],"gpt_icon":1},{"id":"2583563166","title":"AI與消費電子雙輪驅動！晶圓代工雙雄Q3淨利大增四成，Q4業績穩了","url":"https://stock-news.laohu8.com/highlight/detail?id=2583563166","media":"电子发烧友","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583563166?lang=zh_tw&edition=fundamental","pubTime":"2025-11-16 00:19","pubTimestamp":1763223540,"startTime":"0","endTime":"0","summary":"电子发烧友原创 章鹰2025年，人工智能、汽车以及消费电子领域对先进芯片的需求不断增长，正是这一趋势推动了晶圆代工市场的持续发展。台积电营收连续2个季度超越300亿美元，显示其在晶圆代工领域的龙头地位。台积电第三季度 3 纳米制程出货量占总晶圆收入的 23%；5 纳米制程的出货量占 37%；7 纳米制程的出货量占 14%。展望未来，联电共同总经理王石表示，第4季晶圆出货量将与第3季持平，今年全年出货量将成长11%至13%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116004429a4a3ea00&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116004429a4a3ea00&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["TSM","BK1610","BK1607","BK1163","00981","BK1614","BK1526"],"gpt_icon":1},{"id":"2583665391","title":"電子行業週報：H2原廠削減NAND供應量 持續關注存儲價格漲勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2583665391","media":"信达证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583665391?lang=zh_tw&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"本周电子细分行业有所回调。原厂下半年削减NAND 供应量，存储价格有望进一步提升。三星、SK海力士、铠侠、美光四家存储原厂今年下半年纷纷削减NAND Flash供应量，可能进一步加剧供需失衡的状况，助推NAND 价格继续上涨。一方面原厂实施主动控产策略推动价格上涨，另一方面随着AI 需求提升，更多产能转向QLC NAND，挤压了其他产能，我们判断NAND 涨价趋势或仍将持续。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116134132a6fc9525&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116134132a6fc9525&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1614","BK1526","BK1610","BK1607","00981","BK1163"],"gpt_icon":1},{"id":"2583366451","title":"中芯國際2025年三季度業績點評：25Q3業績全面超預期 強勁需求驅動2026年擴產有望加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2583366451","media":"光大证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583366451?lang=zh_tw&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"事件： 3Q25 业绩全面超预期。供不应求推高稼动率，2026年预计扩产加速。考虑到存储缺芯或带来短期晶圆出货扰动，我们预计4Q25稼动率略降或持平。2）资本支出：3Q25资本开支23.9亿美元，QoQ+27%，1H25因地缘政治影响设备到货、3Q25开启恢复，指引2025年资本开支同比持平或略高；3）产能：3Q25约当8英寸月产能达102.28万片，考虑到AI、存储和国产替代持续推高需求，叠加设备到货逐步恢复，公司预计2026年产能扩产有望加速。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116194629a4a54b26&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116194629a4a54b26&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00981","BK1163","BK1614","BK1526","BK1607","BK1610"],"gpt_icon":1},{"id":"2583032665","title":"電子行業週報：AI算力強需求驅動 存儲原廠再漲價","url":"https://stock-news.laohu8.com/highlight/detail?id=2583032665","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583032665?lang=zh_tw&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"中芯国际：产能供不应求，预计年收入首超90 亿美元。存力供需缺口短期难补，价格上涨趋势延续。本周存储市场维持普遍涨价的局势，主要受到原厂再次涨价的影响。受益于AI 算力需求强劲及新一代AI 机柜量产，25Q3 AI 机柜出货季增300%，AI 服务器营收提前突破新台币1 兆元，指引25Q4 AI 机柜出货目标环比高双位数增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116151130a4a4e82c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116151130a4a4e82c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","BK1614","BK1526","HNHPF","BK1610","BK1607","00981"],"gpt_icon":1},{"id":"2583065341","title":"中芯國際CEO：存儲漲價對邏輯代工有兩大致命影響","url":"https://stock-news.laohu8.com/highlight/detail?id=2583065341","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583065341?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 22:34","pubTimestamp":1763217240,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！财报数据显示，三季度中芯国际来自中国区客户的收入占比已高达86.2%，较二季度的84.1%进一步提升。　　中芯国际正是这股浪潮的最大承接晶圆代工厂商之一。　　赵海军表示，存储涨价对逻辑代工的两大致命影响：其一是供应链无法配套的风险。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hyyj/2025-11-15/doc-infxparq3023365.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hyyj/2025-11-15/doc-infxparq3023365.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0214","BK1614","BK1526","BK1610","LU1064130708.USD","BK1607","SGXZ49509284.SGD","LU1064131003.USD","00981","LU2148510915.USD","BK1163","688981","SGXZ81163826.USD"],"gpt_icon":1},{"id":"2583965818","title":"芯報丨百度發佈兩款崑崙芯新一代芯片和超節點產品","url":"https://stock-news.laohu8.com/highlight/detail?id=2583965818","media":"AI芯天下","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583965818?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 20:31","pubTimestamp":1763209868,"startTime":"0","endTime":"0","summary":"聚焦:人工智能、芯片等行业每日芯报1115期百度发布两款昆仑芯新一代芯片和超节点产品11月13日，在百度世界大会上，百度正式发布新一代昆仑芯和超节点产品天池。同时，百度宣布，计划未来五年按年推出新产品。业绩增长主要得益于晶圆销量同比增加及产品组合变动。此次发射，火箭第一级成功实现回收。第二级及其搭载的火星探测器“逃逸与等离子体加速和动力学探测器”继续飞向预定轨道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115203614a6fb766b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115203614a6fb766b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["HK0000306685.HKD","LU0762541174.USD","LU0320764599.SGD","HK0000320223.HKD","IE0034224299.USD","LU0821914370.USD","LU0630378692.HKD","LU1048588211.SGD","LU0052750758.USD","LU0164880469.USD","LU0588546209.SGD","LU0762542818.HKD","BIDU","LU0043850808.USD","LU0640798160.USD","LU0762540952.USD","LU1048596156.SGD","89888","BK1609","09888","02525","BK1615","LU1023057109.AUD","BK1095","LU0197773673.USD","LU0823426308.USD","HK0000320264.USD","00981","LU0307460666.USD","LU0315179316.USD","LU1115378108.SGD","LU0164865239.USD","LU1328615791.USD","LU0359201612.USD","LU0173614495.USD","SG9999014674.SGD","LU0287142896.SGD","BK1587","LU0163747925.USD","LU0039217434.USD","LU0197773160.USD","LU0831093199.SGD","LU0823426480.USD","SG9999002828.SGD","LU0348825331.USD","LU0051755006.USD","LU0348735423.USD","LU0856984785.SGD","LU0229945570.USD","BK1588","LU1481107354.HKD","LU0149721374.USD"],"gpt_icon":1},{"id":"2583954630","title":"超170億！中芯國際三季度營收創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2583954630","media":"张通社","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583954630?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 18:01","pubTimestamp":1763200909,"startTime":"0","endTime":"0","summary":"第三季度，中芯国际整体实现营业收入为171.62亿元，环比增长6.9%，同比增长9.9%，为单季度收入新高；实现归母净利润15.17亿元，同比增长43.1%，环比增幅达60.64%。根据中芯国际港股公告，在国际财务报告准则下，该公司第三季度收入增长及毛利率，均高于此前给出的业绩指引。从晶圆应用领域来看，中芯国际2025年第三季度从消费电子、工业及企业获得的收入占营业收入比例分别为43.4%、11.9%，环比分别提升2.4个百分点、1.3个百分点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115181552a4a36f80&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115181552a4a36f80&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00981"],"gpt_icon":1},{"id":"2583563119","title":"中芯國際Q3收入與利潤的「雙增長」為何換不來股價上漲？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583563119","media":"蓝鲨财经社","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583563119?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 12:35","pubTimestamp":1763181357,"startTime":"0","endTime":"0","summary":"11月13日，中国大陆最大的晶圆厂中芯国际发布2025年三季度业绩报告。2025年上半年，中芯国际实现营业收入44.56亿美元，同比增长22.0%；利润总额5.10亿美元，同比大幅增长95.0%。尽管中芯国际三季度收入和利润均实现同比增长，且毛利率高于公司指引上限，但管理层对第四季度的展望明显偏保守。对于外资而言，中芯国际仍属于“重资产+长期投入”型企业，难以以传统盈利口径估值，这也导致股价在财报后出现回调。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115124106a6fad5d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115124106a6fad5d7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","00981","BK1614","BK1163","BK1607","BK1526"],"gpt_icon":1},{"id":"2583631162","title":"中芯預計內存短缺將在明年影響汽車和手機","url":"https://stock-news.laohu8.com/highlight/detail?id=2583631162","media":"财经实验室TheF...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583631162?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 12:33","pubTimestamp":1763181188,"startTime":"0","endTime":"0","summary":"中芯国际警告表示，内存短缺可能会在2026年限制汽车和消费电子产品的生产。中芯国际联合首席执行官赵海军表示，中国企业对向中芯国际下达明年年初的订单变得更为谨慎，因为他们不确定能否为产品获得足够的所需内存。部分不确定性源于预计内存价格将飙升，这反映出人工智能相关应用的强劲需求。中芯国际赵海军在周五财报电话会议上向分析师表示：“不论是汽车制造商、智能手机，还是消费电子领域，所有使用内存的企业明年都将面临价格上涨和供应紧张的压力。我们的客户不愿意在第一季度下太多订单，因为他们不确定能获得多少内存芯片。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115125648a6fadae6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115125648a6fadae6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1614","BK1163","BK1610","BK1526","BK1607","00981"],"gpt_icon":0},{"id":"2583635402","title":"中芯國際：成熟製程領域發力，或成新增長點","url":"https://stock-news.laohu8.com/highlight/detail?id=2583635402","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583635402?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 09:41","pubTimestamp":1763170892,"startTime":"0","endTime":"0","summary":"在成熟制程领域建立牢固的护城河，是公司稳步发展的核心基石。三季报，我们看到中芯国际加大布局成熟制程的特色化芯片制造。成熟领域，特色化布局和增加客户粘性，将会是中芯国际另一个重要的增长点。中芯国际，将凭借在成熟制程领域高良率，低成本的强大优势，获得更多的市场份额。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115094805a6fa960d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115094805a6fa960d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00981","BK1610","BK1607","BK1614","BK1526","BK1163"],"gpt_icon":1},{"id":"2583363086","title":"中芯國際三季度温和增長，存儲超級週期帶來不確定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2583363086","media":"财经杂志","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583363086?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 09:24","pubTimestamp":1763169872,"startTime":"0","endTime":"0","summary":"工业与汽车领域也成为中芯国际新的增长极，动力同样来自国产替代。中芯国际预计2025年第四季度收入环比持平至增长2%，毛利率介于18%至20% 之间，公司全年销售收入预计超过90亿美元，收入规模将迈上新台阶。但是对于2026年一、二季度的营收预期，赵海光表示公司目前持保守态度，主要是因为“存储超级周期”正为晶圆代工行业带来不确定性。存储超级周期于中芯国际也并非全是不利消息。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115100543a6fa9d8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115100543a6fa9d8d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1526","BK1610","BK1607","BK1614","00981","BK1163"],"gpt_icon":1},{"id":"2583684612","title":"科創50ETF富國11月14日跌2.45%，規模5.04億重倉中芯國際等股","url":"https://stock-news.laohu8.com/highlight/detail?id=2583684612","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583684612?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 04:18","pubTimestamp":1763151534,"startTime":"0","endTime":"0","summary":"11月14日，该基金收盘下跌2.45%，当日成交额达2420.83万元。作为追踪上证科创板50成分指数的ETF产品，其波动情况持续受到投资者密切跟踪。该基金于2025年5月21日正式成立，全称为富国上证科创板50成分交易型开放式指数证券投资基金，简称科创50ETF富国。其管理费率为每年0.15%，托管费率为每年0.05%，业绩比较基准直接挂钩上证科创板50成分指数收益率。规模数据方面，截至11月13日，该基金最新份额为3.52亿份，对应资产规模达5.04亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111505163395052d0a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111505163395052d0a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00981","BK1607","BK1526","BK1610","BK1614","BK1163"],"gpt_icon":1},{"id":"2583833666","title":"【招商電子】中芯國際：25Q3收入和毛利率超指引，整體訂單供不應求","url":"https://stock-news.laohu8.com/highlight/detail?id=2583833666","media":"招商电子","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583833666?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 23:21","pubTimestamp":1763133687,"startTime":"0","endTime":"0","summary":"公司25Q3收入和毛利率均超指引，整体订单供不应求；公司对25Q4收入指引相对保守，主要系客户拿货节奏等影响；公司指引未来国内整体需求增长，扩产速度有望加快。25Q3订单出货推迟以及客户需求季节性起伏影响手机领域收入表现，消费电子、电脑与平板等领域收入同环比增长。产线持续供不应求，无法满足全部客户需求。客户备货节奏较Q3放缓，但订单仍保持稳定。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511150036189504df24&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511150036189504df24&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","BK1163","BK1526","BK1607","BK1614","00981"],"gpt_icon":1},{"id":"2583506964","title":"「獨家」多家手機廠商暫緩採購存儲芯片，部分廠商庫存不足三週","url":"https://stock-news.laohu8.com/highlight/detail?id=2583506964","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583506964?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 20:02","pubTimestamp":1763121720,"startTime":"0","endTime":"0","summary":"小米、OPPO、vivo等厂商库存普遍低于两个月，部分厂商DRAM库存低于三周，在犹豫是否接受原厂接近50%的涨幅报价。北美大型科技企业担心NAND价格飙升，已开启“恐慌性囤货”，部分供应商明年NAND供货量已被抢订一空。为满足围绕存储类和模拟类的急单，中芯国际三季度推迟了部分手机类产品的出货。因此，预计存储芯片价格会在明年上半年迎来进一步上涨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114204332a6f9920a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114204332a6f9920a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["81810","LU0572944931.SGD","LU2226246903.HKD","LU0345775950.USD","LU0797268264.HKD","LU0039217434.USD","LU0348825331.USD","LU1794554557.SGD","LU0823040885.USD","LU0320764599.SGD","LU1303224171.USD","BK1615","LU0235996351.USD","BK1607","HXXD.SI","LU1105468828.SGD","LU2087589342.USD","LU2097828557.USD","01810","LU0918141705.HKD","LU0348735423.USD","LU0594300419.USD","XIACY","LU0210526637.USD","SG9999001093.SGD","00981","LU0823039010.USD","HK0000165453.HKD","BK1521","LU0054450605.USD","LU0084288322.USD","LU1880383366.USD","LU1981816686.USD","MIUmain","LU0463099449.HKD","LU1719994722.HKD","LU0359201612.USD","LU0588546209.SGD","LU0918141887.USD","LU1956131251.USD","BK1523","LU0540923850.HKD","LU0348827113.USD","BK1618","LU1813983027.USD","BK1502","LU2476274720.SGD","LU0307460666.USD","LU0052750758.USD","BK1610","LU1808992512.USD"],"gpt_icon":1},{"id":"2583572492","title":"國產供應鏈切換紅利勁爆，中芯國際四季度指引謹慎樂觀","url":"https://stock-news.laohu8.com/highlight/detail?id=2583572492","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583572492?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 18:16","pubTimestamp":1763115360,"startTime":"0","endTime":"0","summary":"国产供应链切换，产能利用率超预期中芯国际三季度的增长，首先归功于“国产供应链切换”这一主引擎的强劲发动。财报数据显示，三季度中芯国际来自中国区客户的收入占比已高达86.2%，较二季度的84.1%进一步提升。除了国产切换这一长期利好，客户补库存需求则是推动三季度业绩的另一只手。财报显示，中芯国际三季度资本开支为23.94亿美元，今年前三季度累计资本开支已达57亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114182228a4a15c44&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114182228a4a15c44&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1614","BK1526","BK1607","BK1610","00981","BK1163"],"gpt_icon":1},{"id":"2583574822","title":"南下資金今日淨流入超百億港元 大肆淨買入阿里和騰訊","url":"https://stock-news.laohu8.com/highlight/detail?id=2583574822","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583574822?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 17:41","pubTimestamp":1763113301,"startTime":"0","endTime":"0","summary":"南下资金今日净买入港股128.87亿港元。其中：净买入阿里巴巴-W 22.57亿、腾讯控股21.68亿、中芯国际8.04亿、小米集团-W 6.11亿、小鹏汽车-W 4.67亿；净卖出盈富基金62.27亿、中国人寿2.61亿、泡泡玛特2.36亿、三生制药1.74亿。据统计，南下资金已连续13日净买入小米，共计95.2684亿港元；连续2日净买入阿里，共计36.32亿港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111417422795043de0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111417422795043de0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0509642566.USD","LU0878005551.USD","LU0985320562.USD","LU0648948544.HKD","80700","TCHmain","LU0051755006.USD","LU0348805143.USD","BK1615","LU0593848301.USD","SG9999014898.SGD","01810","LU0871576103.HKD","LU0880133367.SGD","LU0348735423.USD","LU2045819591.USD","LU0823426480.USD","SG9999014914.USD","LU0320764755.SGD","LU1044874839.SGD","LU0169518387.USD","LU1226287792.SGD","SG9999001051.SGD","IE0032431581.USD","LU1224444064.USD","00700","LU2251237488.HKD","00981","SGXZ51526630.SGD","LU0211331839.USD","HTCD.SI","LU2476274308.USD","SG9999001846.SGD","SG9999001689.USD","LU0348788117.USD","09988","09868","LU0163747925.USD","IE00BQXX3C00.GBP","LU0210527791.USD","LU1956131251.USD","LU1226287875.USD","LU0359202008.SGD","LU2097828714.EUR","BK1618","LU0128522157.USD","IE00BGV7N243.SGD","LU1813983027.USD","LU2133065610.SGD","LU0577902298.EUR","LU1226287529.USD","LU0396098781.USD","LU1282649810.SGD","LU1235295612.USD","LU1102505929.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":18,"totalSize":400,"code":"91000000","status":"200"}]}}