港股異動丨中芯國際大升超9%,Q2營收淨利潤以及Q3指引均超預期
中芯國際(0981.HK)盤初一度升超9%至17.3港元,中芯國際(688981.SH)一度升近5%報49.81元。消息面上,中芯國際昨晚公佈業績顯示,第二季度營收19.01億美元,環比增長8.6%,同比增長21.8%,預估18.4億美元;第二季度淨利潤1.646億美元,環比增長129.2%,同比下降59.1%,預估7630萬美元;第二季度毛利為2.651億美元,環比增長10.6%,同比下降16.2%;毛利率為13.9%,第一季為13.7%,上年同期為20.3%。公司預計Q3收入環比增長13%-15%,毛利率介於18%至20%的範圍內。高盛認為,中芯國際預計第三季度毛利率升至18%至20%,高於第二季度以及高盛預期,顯示該公司復甦速度超出預期。分析師Allen Chang在報吿中稱,公司預計第三季度營收環比增長13%至15%,中位數比高盛預期以及市場預期分別高10%和16%。維持股票中性評級;A股目標價53.7元,港股目標價21.4港元。此外,中芯國際在電話會議上稱,第三季度部分芯片工藝技術產能緊張,定價趨勢向上。
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