《大行》花旗:看好中芯(00981.HK)多于华虹(01347.HK) 技术有优势

阿斯达克财经
Feb 14, 2025

花旗发表报告指出,中芯(00981.HK) 及华虹(01347.HK) 均公布去年第四季业绩,由于国内需求回暖,两间公司收入分别按年增长32%及18%。由于技术迁移持续进行,中芯季内毛利率回升幅度较大,达至22.6%(相对于去年第三季为20.5%,2023年第四季为16.4%);至于华虹的毛利率为11.4%,较去年第三季的12.2%有所回落。该行引述中芯提及,就某些特定制程或应用如高压28纳米及...

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