华泰金融(HK)：给予中芯国际(00981.HK)“买入”评级目标价73.78港元

同花顺金融研究...08-20

　　华泰金融(HK)8月20日发布公告。We believe revenue could hit new heights annually, potentially exceeding USD10bn by 2026. To reflect diminishing depreciation pressure, we lift our 2025/2026 attributable net profit (NP) forecasts by 24.0/53.5% to USD979/1,324mn. We thus raise our H-share target price by 13% to HKD27.00 based on 1.32x 2024E PB (31st percentile of the historical range since 2012), and raise our A-share target price to RMB73.78 (previous: RMB65.59) based on an A-/H-share premium ratio of 200% (historical median since its flotation in 2020).

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华泰金融(HK)：给予中芯国际(00981.HK)“买入”评级 目标价73.78港元

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华泰金融(HK)：给予中芯国际(00981.HK)“买入”评级目标价73.78港元