**核心观点： 中芯国际 前景向好，目标价50港元**中芯国际(981。HK)在2024年第四季度表现出色，收入同比增长31.5%，晶圆ASP显著提升，产品组合优化和产能扩张成为主要 驱动力 。报告认为，公司未来将受益于半导体国产替代趋势及消费电子需求复苏，预计未来三年收入CAGR为25.7%，净利润CAGR高达80.5%。基于2.5倍PB估值中枢，目标价定为50港元，较当前股价有32.62%的...
Source Link**核心观点： 中芯国际 前景向好，目标价50港元**中芯国际(981。HK)在2024年第四季度表现出色，收入同比增长31.5%，晶圆ASP显著提升，产品组合优化和产能扩张成为主要 驱动力 。报告认为，公司未来将受益于半导体国产替代趋势及消费电子需求复苏，预计未来三年收入CAGR为25.7%，净利润CAGR高达80.5%。基于2.5倍PB估值中枢，目标价定为50港元，较当前股价有32.62%的...
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