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金牛座老牛
2021-06-23
$满帮(YMM)$
挣了个菜钱
金牛座老牛
2021-06-09
$掌门教育(ZME)$
一扫近期美港新股晦气[美金] [美金] [美金]
金牛座老牛
2021-03-15
$小米集团-W(01810)$
看好小米,赠送的一直持有升值
金牛座老牛
2021-03-11
$万华媒体(00426)$
连续几天不动了
金牛座老牛
2021-03-10
中芯基本面向好,价格随大市回调下落,期待回升
金牛座老牛
2021-03-05
$万华媒体(00426)$
长线是金[强]
金牛座老牛
2021-03-04
$万华媒体(00426)$
青岛国资入股,长线吧
金牛座老牛
2021-03-01
$中芯中银一七牛I.C(62803)$
被收回了[流泪]
金牛座老牛
2021-02-27
$平安好医生(01833)$
何时才能重新上涨,期待着
金牛座老牛
2021-02-26
$中芯国际(00981)$
越跌越买,中芯加油[666]
金牛座老牛
2021-02-26
长线看好中芯,往下跌是进仓良机
金牛座老牛
2021-02-25
$中芯中银一七牛I.C(62803)$
真催悲,25.08的收回价,这波最低价回收了[流泪] [流泪] [流泪]
金牛座老牛
2021-02-24
长线是金,反复波段,中芯必涨
在你眼中,中芯国际是怎样的存在?
金牛座老牛
2021-02-24
期待中芯有所表现
金牛座老牛
2021-02-24
$中芯中银一七牛I.C(62803)$
期待中芯上涨
金牛座老牛
2021-02-21
这篇文章不错,转发给大家看
@大家一起来炒股zqwar:期权入门——详细介绍,干货,20210219
金牛座老牛
2021-02-21
一阳指之后开始回调,逐渐平稳,等待再次一阳指[强] 。
金牛座老牛
2021-02-17
$极光(JG)$
看好saas,反复波段操作,争取牛年大吉
金牛座老牛
2021-02-16
$国美零售(00493)$
看好国美,看好黄光裕,年前一块钱已进。[OK]
金牛座老牛
2021-02-14
今年非常看好互联网证券板块,老虎和富途,大家会选谁?
去老虎APP查看更多动态
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[流泪]","images":[{"img":"https://static.tigerbbs.com/d45043f93720c75380664a56dc719447","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361689880","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":363619178,"gmtCreate":1614132951294,"gmtModify":1614132951294,"author":{"id":"3575558370699984","authorId":"3575558370699984","name":"金牛座老牛","avatar":"https://static.tigerbbs.com/f1e048d90173f7218832e302c1bda26a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575558370699984","authorIdStr":"3575558370699984"},"themes":[],"htmlText":"长线是金,反复波段,中芯必涨","listText":"长线是金,反复波段,中芯必涨","text":"长线是金,反复波段,中芯必涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363619178","repostId":"2112981508","repostType":2,"repost":{"id":"2112981508","kind":"news","pubTimestamp":1613712748,"share":"https://www.laohu8.com/m/news/2112981508?lang=&edition=full","pubTime":"2021-02-19 13:32","market":"us","language":"zh","title":"在你眼中,中芯国际是怎样的存在?","url":"https://stock-news.laohu8.com/highlight/detail?id=2112981508","media":"互联鱼","summary":"作为大陆地区规模最大、技术最成熟的半导体代工企业, 中芯国际 的存在,一直都有着特殊的历史使命。在2020年,中芯国际实现了252.5亿的营收,相比上一年来说增加了25%,整个年度的净利润为46.27亿元,相比去年来说增长了204.9%百。所以在第一财季和第二财季,中芯国际实现了大发展。现如今中芯国际算是能正式量产14纳米芯片了。而且通过中芯国际的财报来看,其先进的制程工艺占到了市场份额的10%。","content":"<html><body><article><p>作为大陆地区规模最大、技术最成熟的半导体代工企业, <a href=\"https://laohu8.com/S/SMI\">中芯国际</a> 的存在,一直都有着特殊的历史使命。不过最近<a href=\"https://laohu8.com/S/688981\">中芯国际</a>的一份财报引起了大家的轰动,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>还能承载国人的希望吗?</p><p>2020年对于华为来说是不平凡的一年,作为华为的兄弟企业,中芯国际的日子也并未一路顺风顺水。在2020年开端,14纳米的正式量产开了个好头,可惜年末被制裁。通过中芯国际发布的财报,公司发展的艰辛历程一览无疑,在去年的第四个财季,公司的营收为66.71亿,<span>净利润</span>增长至12.52亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210219133906173d246h57gmheu2eg\"/><p>总体来看,相比第三财季不但没有增长,反而实现了倒退的局面。这是因为最近中芯国际虽然订单量充足,但碍于美国晶圆厂的管控,出现了原材料不足的情况,所以订单整体有所下滑。而当我们看到全年营收的时候,中芯国际可谓是实现了质的跨越。在2020年,中芯国际实现了252.5亿的营收,相比上一年来说增加了25%,整个年度的净利润为46.27亿元,相比去年来说增长了204.9%百。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210219133915403d246byst4njhtpp\"/><p>由此可见,第四财季虽然表现不佳,但一整年的数据表现还是不错的。</p><p>所以在第一财季和第二财季,中芯国际实现了大发展。现在中芯国际在国内的市场份额为16%,在中国仅次于<a href=\"https://laohu8.com/S/TSM\">台积电</a>,位居第二的位置,在中国大陆更是位列第一。</p><p>但随着中芯国际被列入黑名单后,从第四财季的发展来看,他们确实遇到了瓶颈期。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210219133916208d246tblciz1zg1o\"/><p>不过,虽然因为原材料的采购问题,芯片订单迟迟不能得到解决,但这阻挡不了中芯国际对先进制程工艺的研发。现如今中芯国际算是能正式量产14纳米芯片了。</p><p>随着“Finfet+1”工艺的成熟,梁孟松在财报中对外表示,未来将会继续研发Finfet工艺。未来中芯国际将会推出基于Finfet工艺的第二代产品,加强公司在芯片行业的竞争能力。而且通过中芯国际的财报来看,其先进的制程工艺占到了市场份额的10%。</p><p>作为芯片制程工艺的分水岭,28纳米已经被中芯国际成功突破。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210219133916752d246atumdkrj7rl\"/><p>这就意味着中芯国际未来将会面临431亿的芯片市场规模,因为汽车芯片和物联网芯片的发展,国内的芯片行业将会迎来顶峰。而想要参与这一个蛋糕的瓜分,就必须要突破28纳米的制程工艺,好在中芯国际已经达到了14纳米这个节点。</p><p>最重要的是,2021年将会成为5G发展最快的一年。</p><p>随着5G时代的到来,中芯国际将迎来芯片发展的突破口。根据相关机构的预测,5G手机的需求量正在逐年递增,在2020年的5G手机产量为2.35亿股,预计这一数据在2021年提高37%。5G手机有望突破5亿部这个大关。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210219133920069d246yoiccgtrp5b\"/><p>所以,如果5G手机逐步推进的话,那相关的射频芯片市场也将会进一步提高,市场规模有望扩大。与此同时,5G时代的到来带动了智能汽车的发展。未来在汽车领域,一个新能源汽车需要搭载几百个芯片,而这些芯片主要集中在50纳米到28纳米这个区间内,这一领域正好是中芯国际所擅长的,所以说今年发展是毫无疑问的。</p><p>同时,随着工艺水平的提高,越来越多的芯片设计厂商选择支持中芯国际,这也让中芯国际的净利润一直处于增长的状态,尤其是随着等效于7纳米工艺的Finfet+1”工艺制程出现之后,增长更为迅速。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210219133923212d246ydwk4w2wi2t\"/><p>所以综合来看,中芯国际不仅是一个芯片制造企业,它还同时背负着国产芯片的崛起之路,尤其是随着5g时代的到来,未来将会迎来芯片行业的新纪元,希望中芯国际能够掌握好这一次机会,将自己代工厂的地位进一步提升。未来在摩尔定律下,芯片制程的发展会越来越难,我们一定会迎来最佳的赶超时机。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>在你眼中,中芯国际是怎样的存在?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102191339237e626ee8&s=b><strong>互联鱼</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为大陆地区规模最大、技术最成熟的半导体代工企业, 中芯国际 的存在,一直都有着特殊的历史使命。不过最近中芯国际的一份财报引起了大家的轰动,中芯国际还能承载国人的希望吗?2020年对于华为来说是不平凡的一年,作为华为的兄弟企业,中芯国际的日子也并未一路顺风顺水。在2020年开端,14纳米的正式量产开了个好头,可惜年末被制裁。通过中芯国际发布的财报,公司发展的艰辛历程一览无疑,在去年的第四个财季,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102191339237e626ee8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"688981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF","00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102191339237e626ee8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2112981508","content_text":"作为大陆地区规模最大、技术最成熟的半导体代工企业, 中芯国际 的存在,一直都有着特殊的历史使命。不过最近中芯国际的一份财报引起了大家的轰动,中芯国际还能承载国人的希望吗?2020年对于华为来说是不平凡的一年,作为华为的兄弟企业,中芯国际的日子也并未一路顺风顺水。在2020年开端,14纳米的正式量产开了个好头,可惜年末被制裁。通过中芯国际发布的财报,公司发展的艰辛历程一览无疑,在去年的第四个财季,公司的营收为66.71亿,净利润增长至12.52亿。总体来看,相比第三财季不但没有增长,反而实现了倒退的局面。这是因为最近中芯国际虽然订单量充足,但碍于美国晶圆厂的管控,出现了原材料不足的情况,所以订单整体有所下滑。而当我们看到全年营收的时候,中芯国际可谓是实现了质的跨越。在2020年,中芯国际实现了252.5亿的营收,相比上一年来说增加了25%,整个年度的净利润为46.27亿元,相比去年来说增长了204.9%百。由此可见,第四财季虽然表现不佳,但一整年的数据表现还是不错的。所以在第一财季和第二财季,中芯国际实现了大发展。现在中芯国际在国内的市场份额为16%,在中国仅次于台积电,位居第二的位置,在中国大陆更是位列第一。但随着中芯国际被列入黑名单后,从第四财季的发展来看,他们确实遇到了瓶颈期。不过,虽然因为原材料的采购问题,芯片订单迟迟不能得到解决,但这阻挡不了中芯国际对先进制程工艺的研发。现如今中芯国际算是能正式量产14纳米芯片了。随着“Finfet+1”工艺的成熟,梁孟松在财报中对外表示,未来将会继续研发Finfet工艺。未来中芯国际将会推出基于Finfet工艺的第二代产品,加强公司在芯片行业的竞争能力。而且通过中芯国际的财报来看,其先进的制程工艺占到了市场份额的10%。作为芯片制程工艺的分水岭,28纳米已经被中芯国际成功突破。这就意味着中芯国际未来将会面临431亿的芯片市场规模,因为汽车芯片和物联网芯片的发展,国内的芯片行业将会迎来顶峰。而想要参与这一个蛋糕的瓜分,就必须要突破28纳米的制程工艺,好在中芯国际已经达到了14纳米这个节点。最重要的是,2021年将会成为5G发展最快的一年。随着5G时代的到来,中芯国际将迎来芯片发展的突破口。根据相关机构的预测,5G手机的需求量正在逐年递增,在2020年的5G手机产量为2.35亿股,预计这一数据在2021年提高37%。5G手机有望突破5亿部这个大关。所以,如果5G手机逐步推进的话,那相关的射频芯片市场也将会进一步提高,市场规模有望扩大。与此同时,5G时代的到来带动了智能汽车的发展。未来在汽车领域,一个新能源汽车需要搭载几百个芯片,而这些芯片主要集中在50纳米到28纳米这个区间内,这一领域正好是中芯国际所擅长的,所以说今年发展是毫无疑问的。同时,随着工艺水平的提高,越来越多的芯片设计厂商选择支持中芯国际,这也让中芯国际的净利润一直处于增长的状态,尤其是随着等效于7纳米工艺的Finfet+1”工艺制程出现之后,增长更为迅速。所以综合来看,中芯国际不仅是一个芯片制造企业,它还同时背负着国产芯片的崛起之路,尤其是随着5g时代的到来,未来将会迎来芯片行业的新纪元,希望中芯国际能够掌握好这一次机会,将自己代工厂的地位进一步提升。未来在摩尔定律下,芯片制程的发展会越来越难,我们一定会迎来最佳的赶超时机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363637762,"gmtCreate":1614132857656,"gmtModify":1614132857656,"author":{"id":"3575558370699984","authorId":"3575558370699984","name":"金牛座老牛","avatar":"https://static.tigerbbs.com/f1e048d90173f7218832e302c1bda26a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575558370699984","authorIdStr":"3575558370699984"},"themes":[],"htmlText":"期待中芯有所表现","listText":"期待中芯有所表现","text":"期待中芯有所表现","images":[{"img":"https://static.tigerbbs.com/3f462f2cdc02cb2e9e65dac00c70c085","width":"1080","height":"3011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363637762","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":363636515,"gmtCreate":1614132424237,"gmtModify":1614132424237,"author":{"id":"3575558370699984","authorId":"3575558370699984","name":"金牛座老牛","avatar":"https://static.tigerbbs.com/f1e048d90173f7218832e302c1bda26a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575558370699984","authorIdStr":"3575558370699984"},"themes":[],"htmlText":"<a 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