花旗:升中芯国际(00981.HK)及华虹宏力(01347.HK)目标价及盈测 次季季绩各胜预期 本季指引正面

智通财经
Aug 18
【花旗:升中芯国际(00981.HK)及华虹宏力(01347.HK)目标价及盈测 次季季绩各胜预期 本季指引正面】智通财经APP获悉,花旗发布研报称,中芯国际(00981.HK)及华虹宏力(01347.HK)最新第二季业绩显示,成熟制程/特色工艺代工行业正呈现越来越明确的复苏;产能利用率回升、定价上升趋势及产能紧张周期,人工智能同时为PMIC/MCU/功率器件创造直接需求,并对成熟制程产生间接“产能溢出”效应。该行认为两家公司已于第一季开始就供应紧张的产品(特别是8英寸及人工智能相关产品)进行加价谈判。华虹亦提到高厂房负载导致交货时间延长,尤其在BCD/PMIC、MCU、快闪内存及功率制程方面。这为行业前景创造了更健康的环境。

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