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- 杰西虎杰西虎
  ·02-08
  13[捂脸]
  《大行报告》瑞银降中芯(00981.HK)目标价至13元评级“沽售”
  毛利率16.4%，低于该行预测的17.7%，主要受累于价格压力持续、应用组合较为不利、以及折旧开支增加。瑞银称，在长期扩充计划稳定推动下，估计中芯今年资本开支保持在高水平，公司指引今年资本开支75亿美元，高于该行预测的70亿美元。该行将其今明两年每股盈测分别削49%及23%，至分别5美仙及9美仙；并将其H股目标价由15港元下调至13港元，维持“沽售”评级。
  《大行报告》瑞银降中芯(00981.HK)目标价至13元评级“沽售”
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- 杰西虎杰西虎
  ·2023-01-03
  快手
  非常抱歉，此主贴已删除
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class=\"title\">\n《大行报告》瑞银降中芯(00981.HK)目标价至13元  评级“沽售”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 10:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1325754/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银发表报告指，中芯国际(00981.HK) 去年第四季收入17亿美元，按季升4%，符合该行预测，主要受惠Android手机需求复苏、公司的中国Android客户市场份额提升、无厂半导体公司的供应本地化进展加快。毛利率16.4%，低于该行预测的17.7%，主要受累于价格压力持续、应用组合较为不利、以及折旧开支增加。该行认为，关键设备出口限制，将会令中芯先进制程的增长受限，另一方面，终端需求温和提升...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1325754/latest-news/AAFN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20180508142825152_s.jpg","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1325754/latest-news/AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409370727","content_text":"瑞银发表报告指，中芯国际(00981.HK) 去年第四季收入17亿美元，按季升4%，符合该行预测，主要受惠Android手机需求复苏、公司的中国Android客户市场份额提升、无厂半导体公司的供应本地化进展加快。毛利率16.4%，低于该行预测的17.7%，主要受累于价格压力持续、应用组合较为不利、以及折旧开支增加。该行认为，关键设备出口限制，将会令中芯先进制程的增长受限，另一方面，终端需求温和提升，晶圆价格持续受压，加上产能利用率复苏疲弱，将公司今年毛利率预测下调至13.7%，低于去年的19.3%。报告料今年中芯产能利用率于60%至70%区间徘徊，今年全年收入料升5%。瑞银称，在长期扩充计划稳定推动下，估计中芯今年资本开支保持在高水平，公司指引今年资本开支75亿美元，高于该行预测的70亿美元。该行将其今明两年每股盈测分别削49%及23%，至分别5美仙及9美仙；并将其H股目标价由15港元下调至13港元，维持“沽售”评级。(cy/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-02-07 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