中芯国际(0981.HK):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

第一上海
May 22, 2025

业绩摘要:2025Q1 公司收入22.5 亿美元,同比增长28.4%,环比增长1.8%,低于一致预期的23.6 亿美元。本季度公司产能环比增长2.6 万片至97.4 万片等效8 寸晶圆,产能利用率为89.6%,环比增加4.1pct。晶圆ASP 达933 美元,同比增长2.9%,环比下滑9.0%。公司的毛利率22.5%,环比持平。归母净利润同比增长161.9%至1.9 亿美元,每股盈利0.02 美元...

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