港股異動 | 中芯國際漲3.72% 有望在未來獲更多國產替代訂單
格隆匯4月20日丨中芯國際(0981.HK)漲3.72%,報15.6港元,總市值803億港元。據路透,華為技術有限公司正將公司內部設計芯片的生產工作,從台積電逐步轉移到大陸企業中芯國際來完成,以應對美國將來出台的限制措施。美國政府日前準備發佈新規定,要求使用美國芯片生產設備的外國企業在向華為供貨時,必須先獲得許可,這將對台積電造成直接影響。一名消息人士稱,華為旗下芯片部門海思半導體於去年底開始指示部分工程師,為中芯國際而非台積電設計芯片。國信證券發佈最新研報稱,中芯國際有望在未來獲更多國產替代訂單,推動公司收入、利潤水平站上一個新台階。預計公司 2020/21年每股淨資產1.36/1.45美金。考慮到公司進入景氣週期,公司合理估值為2.0倍PB,給與目標價21.36港元,維持“買入”評級。
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