【汇丰研究降中芯国际评级至减持 升目标价至35港元】金十数据2月7日讯，汇丰研究发表报告指，二级晶圆代工厂持续扩充，供过于求的情况可能持续，而产能利用率仍未达到满载水平。另外，同业可能跟随联电调整定价。报告指，中国晶圆代工厂在2023至2024年上半年间积极减价。预期中国晶圆代工厂将采取轻微的价格调整，以维持其定价优势，并改善产能利用率。该行情景分析显示，2025年下半年定价将再下调5至15%，平均盈利较该行基本预测下调7至20%。汇丰研究将中芯国际(00981.HK)评级由持有下调至减持，目标价由26.47港元升至35港元。该行认为目前股价并不反映定价压力或短期需求的弱能见度。
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