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大行报告 | 高盛升中芯(00981.HK)目标价至29.5元,料图像传感器需求带动增长
阿思达克 01-19 14:31

高盛发表研究报告,上调对中芯国际(00981.HK)预测,以反映图像传感器(CIS)需求上升,并带动40-65nm节点工艺的使用率和均价提升,在手机镜头方面,因持续升级,预期晶圆的采购量亦会提升。

该行维持中芯「买入」投资评级,目标价由26.2元升至29.5元,相当预测2022年市盈率38倍及市账率1.9倍,以反映成熟节点的强劲需求以及内地客户的需求不断增长。

高盛表示,上调对中芯2021年每股盈利预测,由0.07美元升至0.08美元,升其2022年每股盈利预测,由0.09美元升至0.1美元,该行料中芯2023年至2028年每股盈利预测各为0.15美元、0.2美元、0.27美元、0.32美元、0.4美元及0.46美元。

 

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