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中芯國際(0981.HK)一度跌近5%創逾2個月新低 被美列入實體清單
格隆匯 12-21 09:46
格隆匯12月21日丨繼上週五收跌5.2%後,中芯國際(0981.HK)今日繼續下跌,一度跌4.83%至18.9港元,股價創10月12日以來新低;A股一度跌超4%。18日中芯國際被美國商務部納入實體清單,公司迴應稱對公司短期內運營及財務狀況無重大不利影響。但國內半導體業內人士分析,考慮到美國在半導體領域的地位,本次事件對中芯國際在先進製程領域的發展構成了明顯的不利影響。從行業現狀看,集成電路晶圓代工行業對原材料和設備有較高要求,部分重要原材料及核心設備在全球範圍內的合格供應商數量較少,大多來自中國境外,而美國基本主導半導體設備行業。從投資規模看,先進集成電路大規模生產線的投資可達100億美元,75%以上是半導體設備投資,其中最關鍵、最大宗的設備是光刻機、等離子體刻蝕設備、薄膜沉積設備等。 美國政府的此番舉動,令中芯國際陷入了內憂外患的境地。

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