智通财经APP获悉，芯片股延续近期下跌，截至发稿，康特隆(01912)跌7.87%，报0.082港元；中芯国际(00981)跌2.69%，报41.55港元；华虹半导体(01347)跌2.56%，报30.5港元；上海复旦(01385)跌1.87%，报26.2港元。
消息面上，中芯国际和华虹半导体此前发布2025年一季度业绩和展望。申万宏源指出，中芯国际25Q1营收低于指引区间，毛利率超指引区间；华虹半导体25Q1营收和毛利率符合指引，两家中国大陆晶圆厂恢复节奏略有不同。该行认为晶圆厂虽受到短期淡季影响，但自主可控和本地化制造长期趋势不变。
信达证券则表示，一季度中芯国际和华虹业绩均有所波动，主要受到单一事件影响以及折旧摊销给利润端带来的压力，但是从终端情况和Fab产能利用率来看，下游需求正在逐步恢复，这一点在台积电的业绩上同样有所反映。在当前中美贸易摩擦背景下，“China for China”策略逐渐受到下游客户的关注，随着客户转单到大陆Fab厂，我们认为其增量需求或在2026年兑现在业绩端，建议关注中芯国际和华虹半导体。
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