里昂:维持中芯国际(00981)“跑赢大市”评级 目标价升至59.5港元

智通财经
13 Feb

智通财经APP获悉,里昂发布研究报告称,维持中芯国际(00981)“跑赢大市”评级,并将今明两年的盈利预测分别调升7%及6%,目标价由53.1港元升至59.5港元。公司去年第四季的收入落在其指引上限,毛利率则较指引好。

报告中称,公司今年首季的收入指引按季升6%至8%,远胜市场共识的3.4%跌幅。受惠于国家对消费电子产品的补贴以及汽车供应链国产化,今年上半年的展望强劲。公司对今年的资本支出指引为同比持平,对内地半导体制造设备(SPE)为好消息。

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