中芯国际(688981.SH):渠道加紧备货、补库存预计将持续到三季度

智通财经
Aug 29

智通财经APP讯,中芯国际(688981.SH)在财报中展望,2025年上半年,在国内外政策变化的影响下,渠道加紧备货、补库存,公司也积极配合客户保证出货,这样的情况预计将持续到三季度。四季度是行业传统淡季,急单和提拉出货的情况会相对放缓。由于公司整体产能供不应求,因此放缓的量并不会对公司的产能利用率产生明显影响。在外部环境无重大变化的前提下,公司全年的目标是超过可比同业的平均值。

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