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研報掘金丨申萬宏源:維持中芯國際“買入”評級,一季度指引積極
格隆匯 02-18 15:08

申萬宏源研究指出,中芯國際2024年四季報實現營業收入22.07億美元,環比增長1.7%,連續第二個季度超20 億美元,創歷史新高,歸母淨利潤4.93億美元,同比減少45.4%。公司毛利率表現優於三季度指引(18%-20%),營收符合三季度公吿指引區間。2024年公司出貨總量超過800萬片,年平均產能利用率為85.6%。公司摺合8 寸晶圓月產能從24Q3的884.25K/M繼續提升至24Q3的947.625K/M,單四季度增加摺合約28K/M的12寸產能,促進公司產品結構進一步優化,平均銷售單價上升。一季度指引積極,維持高強度資本開支。公司的先進製程溢價持續,維持“買入”評級。

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