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　　中芯国际（00981）早盘涨超7%，截至发稿，股价上涨7.59%，现报73.70港元，成交额74.64亿港元。

　　中芯国际公告，基于客户需求和在手订单情况，相较于上个季度，公司对于今年的整体运营情况更加乐观。主要由于人工智能对配套芯片的强劲需求，直接推动公司电源管理芯片产能供不应求；人工智能海外虹吸效应使得消费、IOT等客户在大陆寻找产能、订单回流；人工智能亦带动ToF、电动汽车、机器人等新应用需求，本土公司积极开拓市场；产业链国产化诉求，推动国产逻辑、网通等芯片需求；涨价效应以及之前提到的客户因担忧以后的供应不足而提前备货。

　　中金发布研报称，中芯国际（00981）首季业绩和次季指引符合预期。收入25.05亿美元，同比增长11%，按季增长0.7%（指引按季持平）；毛利率20.1%，按季增长0.9百分点，指引18-20%。次季公司收入指引按季增长14至16%，毛利率在20至22%之间。维持“跑赢行业”评级及100港元目标价。

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