一、核心观点与投资建议报告指出， 中芯国际 作为国内晶圆代工的龙头企业，将受益于家电补贴、汽车和工业领域需求的增长以及行业整体景气度的提升。基于此，分析师上调了公司全年盈利预估7%，并给予“买进”评级。目前H股股价对应2025-2027年的市盈率分别为50倍、37倍和26倍，显示出较高的估值潜力。二、近期业绩表现及展望中芯国际在2025年第一季度实现了显著的营收和利润增长，其中营收达到22.5...
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