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中芯季績佳 惟AH股急漲逾10%-11%後升幅收窄
阿思達克 08-06 11:18
中芯國際(00981.HK)次季業績理想獲高盛升H股目標價至37.6元及「買入」評級。該股三連漲,今早曾急漲10%至30.8元,創逾半年高,現報29元,續升3.9%,成交增至2.15億股;其A股(688981.SH)今早曾急漲11.5%高見74.9元人民幣遇阻,曾回順至67.95元人民幣,現報68.77元人民幣,僅升2.3%。 中芯昨天收市後公布,次季盈利按年飆近4倍至6.87億美元,按季也升3.3倍。期內,總營收按年升43.2%至13.4億美元,按季升21.8%。毛利按年升62.9%至4.05億美元,按季升61.9%;受惠圓晶付運量增加及均售價上升,毛利率按年升3.6個百分點至30.1%,按季更升7.4個百分點。 公司預計,第三季收入按季升2%-4%;毛利率介乎32%-34%。同時,基於外部環境相對穩定前提下,全年銷售收入增長和毛利率目標上調到30%左右。
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