两大晶圆代工龙头业绩超预期，接近全方位满产！行业复苏，关注半导体细分龙头！

国元证券订阅号08-10

【消息】据财联社，8月8日晚，中芯国际发布第二季度业绩，营收19.0亿美元，环比增长8.6%，同比增长21.8%，市场预估18.4亿美元；净利润1.646亿美元，同比下降59%，市场预估7630万美元。【点评】中芯国际作为国内晶圆代工的龙头企业，业绩超出市场预期，说明国内半导体产业正在迎来复苏！除了业绩之外，产能利用率也在明显提升。具体来看，中芯国际8英寸晶圆的产能利用率从第一季度的80.8%上升...

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