中芯国际(00981)先进及成熟制程皆超预期，全年业绩或超指引_老虎社区_美港股上老虎

中芯国际(00981)先进及成熟制程皆超预期，全年业绩或超指引

兴业证券2021-05-31

营收与毛利率均超指引，利用率及ASP提升助推公司业绩强劲增长。21Q1业绩：收入11.0亿美元，环比+12.5%(指引+7%-9%)，同比+22.0%，主要由于晶圆付运量增加及平均售价上升所致。月产能达54万片/月(8寸当量)，环比+3.8%。产能利用率达98.7%，环比+3.2ppts。毛利率22.7%(指引17%-19%)，环比+4.7ppts，同比-3.1ppts。经营开支环比-21.3%，...

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乐_0966
·2021-06-03
写的不错，涨的不够啊
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十八顺
·2021-06-02
不见涨啊
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- 相见恨晚隨缘呗:
  [微笑]
  2021-10-06
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- MyKhoo:
  Ya
  2021-06-04
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