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港股异动 | 中芯国际涨3.55% 券商唱多
格隆汇 09-16 14:23
格隆汇9月16日丨中芯国际(00981.HK)涨3.55%,报10.5港元,股价创去年6月以来新高,成交5亿港元,总市值530亿港元。国信证券近日发布研报,指出中芯国际有以下几点有利条件,一是国内半导体需求增速超过GDP增速;二是国产芯片自给率很低,贸易战加速国产替换;三是贸易战导致上游设计企业为了分散风险,将订单从竞争对手转移至中芯国际。预计2019~2021年公司收入分别为30.98亿美元/35.56亿美元/40.15亿美元,2019~2021年利润分别为1.26亿美元/1.59亿美元/2.03亿美元,增速为-5.3%/25.8%/27.6%。公司合理PB估值范围为1.4~1.6倍,对应股价为12.3~14.1港元,维持“增持”评级。
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