花旗发表报告,中芯国际(00981.HK) 与华虹半导体(01347.HK) 2025年第四季财报基本符合公司指引,惟2026年第一季展望略低于预期。两家公司均预期中国半导体本土化需求与人工智能驱动的商机将支撑增长前景,但面临折旧增加与竞争态势加剧的利润率压力。报告指,中芯国际预测2026年第一季营收持平,毛利率维持18%至20%,产能利用率将保持高位,2026年资本支出料与2025年持平。...
Source Link花旗发表报告,中芯国际(00981.HK) 与华虹半导体(01347.HK) 2025年第四季财报基本符合公司指引,惟2026年第一季展望略低于预期。两家公司均预期中国半导体本土化需求与人工智能驱动的商机将支撑增长前景,但面临折旧增加与竞争态势加剧的利润率压力。报告指,中芯国际预测2026年第一季营收持平,毛利率维持18%至20%,产能利用率将保持高位,2026年资本支出料与2025年持平。...
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