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大和上调中芯(0981.HK)目标价至8港元今年底新产品或贡献收入
格隆汇 08-12 13:56

大和发表研究报告指,中芯国际(0981.HK)今年第二季及第三季前景或受压,虽然晶圆代工的需求强劲,但中芯于晶圆代工的产能有所限制,其28纳米晶圆的复甦情况亦逊于预期,而于下一波的14纳米FF晶圆或会表现出色,将其目标价由7.5港元上调至8港元,维持“逊于大市”投资评级。

大和续指,料14纳米FF晶圆或于今年底开始贡献收入,但预期盈利于首批推出的产品中盈利会有所稀释,故下调2019年至2021年的每股盈利预测24%至38%,并重申无利可图的核心营运业务复升将会维持数季。

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