中芯国际(00981)于周三盘中大涨5.08%,引发外界广泛关注。
分析指出,中芯国际近期业绩表现亮眼,是推动股价上涨的主因。在2024年第四季度,中芯国际销售收入约为22.07亿美元,同比增长31%,毛利率达22.6%,远超市场预期。
数据显示,中芯国际2024年全年营收首次突破80亿美元,达到80.3亿美元,同比增长27.7%。但净利润却同比下滑23.3%,主要是由于当年投资收益和资金收益下降所致。
对于业绩向好的原因,中芯国际解释称,主要是得益于销售晶圆数量增加、产能利用率提高,以及国内消费电子和PC类产品需求的增长带动。特别是12寸晶圆的需求相对火爆,出货占比达80%以上。此外,国产化替代需求也为公司带来转单机会,中国区收入占比提高至89%。
展望2025年,中芯国际给出了乐观指引,预计第一季度收入环比增长6%-8%,毛利率介于19%-21%之间。全年销售收入增幅将高于同行业平均水平。市场预计,在国内5G等新兴科技发展和产业政策利好的刺激下,中芯国际有望持续受益。
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