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中芯國際(0981.HK)高開8.6% Q2業績亮眼且上調全年營收和毛利率目標
格隆匯8月6日丨中芯國際H股跳空高開8.6%報30.3港元,A股目前集合競價時段漲超7%報72.2元。公司昨晚公佈,Q2營收13.44億美元,環比增21.8%,同比增43.2%,創歷史新高且大超市場預期;Q2毛利4.05億美元,環比增61.9%,同比增62.9%;公司擁有人應占淨利潤6.88億美元,同比增398.5%;Q2毛利率30.1%(Q1為22.7%,上年Q2為26.5%)。第三季度銷售收入預期環比成長2%到4%,毛利率預期在32%到34%之間;公司全年銷售收入成長目標和毛利率目標上調到30%左右。中信證券最新研報稱中芯國際全年業績及指引好於預期,成熟製程產能持續滿載,公司具備超越國際二線廠商的能力,維持“買入”評級。

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