研报掘金丨中邮证券:中芯国际产能利用率稳健,维持“买入”评级

金融界
18 Jun

中邮证券研报指出,产能利用率稳健,中芯国际工业与汽车收入额环比增长超两成。工厂生产性波动影响延续至Q2,预计Q2销售收入环比下降4%到6%,毛利率在18%到20%之间。公司预计到年底,在国际市场的营业额会在去年的基础上进一步增长。公司预计保持大概每年5万片12英寸上下的月产能扩充速度,对应公司一年投资大概75亿美元里面八成用来买设备,其他用来买地、盖房子、建立基础设施等。当前股价对应2025-...

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