《大行》富瑞升中芯(00981.HK)评级至“买入” 目标价大幅上调至62元

阿斯达克财经
Feb 13, 2025

富瑞发表研报指,中芯(00981.HK) 2024财年第四季营收按季及按年分别增长32%及2%,与该行、市场预期及业务指引基本一致;毛利率按季及按年分别上涨6.2及2.2个百分点,与该行预测一致,但高于市场预期及业务指引。中芯管理层预计,2025财年首季营收将按季升6%至8%,较预期高9%;毛利率将介乎19%至21%,亦较预期高2.2个百分点。另外,管理层也预计2025财年资本开支将会持平,同样...

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