浦银国际发表报告指出，中芯(00981.HK) 去年第三季和第四季收入分别按年增长34%和32%，毛利率分别为20.5%和22.6%；公司指引今年首季收入按年增长35%，毛利率为20%，维持高位或上扬态势。
短期看，该行认为国内对于消费电子产品的补贴，以及海外地缘政治带来的提前拉货，使中芯订单需求较高，产能利用率维持较好水平，产品组合有所改善。而且，该行对中芯长期国产化需求以及龙头优势保持乐观。目前，中芯2025年企业价值倍数(EV/EBITDA)为13.9倍，仍具有上行空间。该行重申对中芯“买入”评级，目标价上调至55.6元。(jl/)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-14 16:25。)
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