浦银国际:重申中芯国际“买入”评级 目标价上调至55.6港元

美港电讯
18 Feb

【浦银国际:重申中芯国际“买入”评级 目标价上调至55.6港元】金十数据2月18日讯,浦银国际发布研报称,重申对中芯国际(00981.HK)“买入”评级,目标价上调至55.6港元。公司去年第三季和第四季收入分别同比增长34%和32%,毛利率分别为20.5%和22.6%;公司指引今年首季收入同比增长35%,毛利率为20%,维持高位或上扬态势。浦银国际称,短期来看,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,使中芯国际订单需求较高,产能利用率维持较好水平,产品组合有所改善,并对公司长期国产化为需求以及龙头优势保持乐观。

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