中芯国际（0981.HK）定期追踪：商业模式：专注芯片代工，2024年毛利率18%，研发投入占比高（9.5%），盈利能力受折旧压制，但长期受益于先进工艺突破。股东持仓：股东结构稳定，中国信息通信科技集团为第一大股东（16.78%），华新投资持续减持至6.56%，机构持仓以国内基金为主。券商评级：主流券商（高盛、汇丰、摩根士丹利）评级偏乐观（买入/增持占比75%），平均目标价73.03港元，看好...
Source Link中芯国际（0981.HK）定期追踪：商业模式：专注芯片代工，2024年毛利率18%，研发投入占比高（9.5%），盈利能力受折旧压制，但长期受益于先进工艺突破。股东持仓：股东结构稳定，中国信息通信科技集团为第一大股东（16.78%），华新投资持续减持至6.56%，机构持仓以国内基金为主。券商评级：主流券商（高盛、汇丰、摩根士丹利）评级偏乐观（买入/增持占比75%），平均目标价73.03港元，看好...
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