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研報掘金丨中郵證券:中芯國際Q2銷售收入和毛利率皆好於指引,維持“買入”評級

中郵證券日前研報指出,中芯國際(688981.SH)24Q2銷售收入和毛利率皆好於指引,維持“買入”評級。24Q2公司實現銷售收入19億美元,環比增長9%。其中,出貨超過211 萬片8英寸約當量晶圓,環比增長18%,平均銷售單價因產品組合變動環比下降8%。24Q2公司的毛利率為13.9%,環比提升0.2個百分點。預計24Q3銷售收入環比增長13%-15%,毛利率預計在18%-20%。持續推進12英寸產能建設,預計2024年全年資本開支維持75億美元。

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