港股异动 | 中芯国际涨超3%，明日将发二季度业绩，机构称其为高端替代的核心受益者
8月6日，中芯国际涨超3%，明日将发二季度业绩，机构称其为高端替代的核心受益者。
消息面上，中芯国际将于8月7日（本周四）举行董事会会议，旨在批准刊发公司截至2025年6月30日止三个月未经审计业绩公告。
中芯国际此前预计，今年第二季度的收入，或将难以维持此前连续的单季度增长，预计会出现两年来首次单季度收入环比下降，环比下降幅度指引为4%至6%。另外2025年第二季度毛利率指引于18%至20%范围内。
申万宏源近期研报指出，中芯国际为高端替代的核心受益者。考虑到中芯国际在中国大陆先进制程代工的领先性和稀缺性，给港股中芯国际2025年3x PB估值，对应目标价63.3港元/股，首次覆盖，给予“买入”评级。
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