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《大行報告》瑞穗升中芯(00981.HK)評級至「買入」 上調目標價至38元
阿思達克 08-05 14:15
瑞穗發表研究報告表示,對中芯國際(00981.HK)14納米及10納米以下節點業務持保守看法,但同時看好8吋及12吋晶圓成熟技術節點(28納米及以上)的增長,將評級由「跑輸大市」升至「買入」。

報告指,雖然撇除華為,中芯2020至2021年的客戶滲透率仍有限,但基於成熟技術節點有廣泛客戶群及更多種類產品,可支持未來3年發展,因此將2021年每股盈行預測上調7%。

該行預期,面對未來5G智能手機和AIoT設備的強勁需求,中芯計劃加大產能,增長潛力尚未完全體現,加上A股上市的推動,溢價合理。預期即將公布的第二季度業績中銷售及利潤率都將達到增長目標的上限,將目標價由15元大幅上調至38元。

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