金吾财讯 | 中信里昂发研报指出，中芯国际(00981)上季度的营收达到了此前指引目标的上限，同时毛利率也优于预期目标。公司预计，2025 年第一季度营收将环比增长 6% - 8%，这一预期远远超出市场此前预计的下跌 3.4%。此外，其毛利率指引目标同样高于市场预期。此外，中芯国际还预计，2025 年公司营收增长幅度会高于行业平均水平，并且资本支出预计与 2024 年的 73.3 亿美元基本持平，这一数字相较于市场预期高出 33%。该行给予中芯国际“跑赢大市” 的评级，并将目标价设定为 53.1 港元。
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