Muffin Make
05-08
怎么没有评论的,这业绩看起来很不错啊,有没有点评的
中芯国际Q1净利润同比增长166.5%,晶圆销量稳健,但Q2展望趋于谨慎 | 财报见闻
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中芯国际Q1净利润同比增长166.5%,晶圆销量稳健,但Q2展望趋于谨慎 | 财报见闻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 19:31 北京时间 <a href=https://wallstreetcn.com/articles/3746709><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中芯国际2025年第一季度营收达22.47亿美元(约163亿人民币),环比增长1.8%,同比大增29.4%;晶圆销量增长27.7%。但公司Q2展望趋于谨慎,预期Q2收入环比下降4-6%。\n8日,中芯国际公布了2025 年第一季度报告:\n\n\nQ1营收达22.47亿美元(约163亿人民币),环比增长1.8%,同比大增29.4%;\n净利润13.6亿元,同比大幅增长166.5%;\n毛利率为22.5%,环比...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746709\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"https://wallstreetcn.com/articles/3746709","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533186110","content_text":"中芯国际2025年第一季度营收达22.47亿美元(约163亿人民币),环比增长1.8%,同比大增29.4%;晶圆销量增长27.7%。但公司Q2展望趋于谨慎,预期Q2收入环比下降4-6%。\n8日,中芯国际公布了2025 年第一季度报告:\n\n\nQ1营收达22.47亿美元(约163亿人民币),环比增长1.8%,同比大增29.4%;\n净利润13.6亿元,同比大幅增长166.5%;\n毛利率为22.5%,环比大致持平;\n第一季度资本支出为101.6亿元,环比下降14.3%,同比大幅减少36%。\n经营活动产生的现金流量净额为-11.7亿元,而去年同期为+35.7亿元。\n\n\n\n晶圆销量强劲增长,产能高效利用\n从运营数据看,中芯国际第一季度销售晶圆229.2万片(8英寸等效),环比增长15.1%,同比增长27.7%,显示市场需求依然强劲。\n同时,公司产能利用率提升至89.6%,较上季度提高了4.1个百分点,这也是公司近期几个季度以来产能利用率的持续回升。\n从地区分布看,中国区市场仍是公司的主要收入来源,占比84.3%,但较上季度的89.1%有所下降;而美国区占比从上季度的8.9%上升至12.6%。\n产品应用方面,消费电子领域占比最高,达40.6%,智能手机应用占比24.2%,与上季度持平,但较去年同期的31.2%明显下降。工业与汽车领域占比达9.6%,环比和同比均有所提升。\n从制程来看,12英寸晶圆收入占比为78.1%,8英寸晶圆为21.9%,显示公司业务结构仍以先进制程为主导。\nQ2展望趋于谨慎\n尽管Q1业绩亮眼,但中芯国际对第二季度的预期却相对保守。公司预计Q2收入环比下降4%到6%,毛利率介于18%至20%之间,较第一季度的22.5%明显下降。\n\n公司管理层在评论中提到:\n\n“公司认为下半年是机遇与挑战并存。公司会提升应变和抵抗风险的能力,最主要还是保持定力,做好本业,做好当下。”","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":709,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":48,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/432832952717320"}
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