中芯国际突发事件影响短期盈利预期,消费电子及汽车业务需求饱满(繁体版)

第一上海
22 May

一、公司业绩与市场预期中芯国际 2025年第一季度收入为22.5亿美元,同比增长28.4%,但低于市场一致预期的23.6亿美元。突发生产问题导致12英寸晶圆良率下降,影响整体盈利能力和收入指引。公司预计第二季度收入将环比下滑4%-6%,毛利率介于18%-20%,略低于市场预期。二、需求结构与业务亮点消费电子和汽车业务需求表现良好,其中消费电子产品受益于国家补贴回暖,贡献了40.6%的营收;工业及...

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