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- yongyeyongye
  ·2021-11-30
  看好小鹏
  非常抱歉，此主贴已删除
  2,097 评论
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- yongyeyongye
  ·2021-05-28
  一直半死不活的价钱
  中信证券：维持中芯国际(00981)“买入”评级目标价39.4港元
  智通财经APP获悉，中信证券发布研究报告称，维持中芯国际“买入”评级，目标价39.4港元。该行表示，公司8英寸扩产驱动收入环比增10%，12英寸ASP上涨驱动收入环比增20%。中信证券称，一季度资本开支受许可证制约，预计后续扩产快速推进，全年收入有望持续环比增长。中信证券上调其2021~23年净利润预测至11.05亿/8.23亿/9.08亿美元，对应2021~23年EPS预测为1.09/0.81/0.9港元，每股净资产15.76/16.58/17.49港元。
  中信证券：维持中芯国际(00981)“买入”评级目标价39.4港元
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- yongyeyongye
  ·2021-02-25
  $昭衍新药(06127)$完犊子破发了
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href=\"https://laohu8.com/S/SMI\">中芯国际</a>(00981)“买入”评级，目标价39.4港元。</p><p>报告中称，公司一季度收入、毛利率好于指引，二季度指引超预期。公司21Q1收入11.04亿美元，环比增12.5%，同比增22%，好于公司指引(指引为环比提升7%~9%);毛利率22.66%，环比增4.65pcts，好于公司指引(17%~19%);在行业缺货背景下，公司需求旺盛并提升运营效率，产能利用率达到98.7%，环比增3.2pcts;晶圆平均售价提升4.7%，达到646美元。公司指引21Q2收入环比增17%~19%，收入中值达到13亿美元，毛利率指引25%~27%，均超过此前市场预期。</p><p>该行表示，公司8英寸扩产驱动收入环比增10%，12英寸ASP上涨驱动收入环比增20%。收入拆分来看，公司披露一季度新增2万片/月等效8英寸产能，主要由8英寸晶圆厂产能扩充所致。假设本季度2万片/月新增产能均为8英寸晶圆，该行测算，一季度8英寸产能环比增幅约8.5%，ASP增幅约1.2%，收入增幅约9.8%;12英寸收入增幅约20%，主要来自ASP增加。8英寸主要产品中包括了北美大客户PMIC等产品，该行认为由于客户长期合作且相对集中，其价格涨幅或相对有限;12英寸方面，ASP增长可能来自产品组合调整、单价上涨等多方面因素，晶圆单价较高的28/14nm收入环比增59%，在多款NTO(新流片)项目导入状况下，产能利用有明显改善，40/45nm收入环比增27%，55/65nm收入环比增11.2%。</p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>称，一季度资本开支受许可证制约，预计后续扩产快速推进，全年收入有望持续环比增长。资本开支方面，公司21Q1资本开支为5.34亿美元，相比上季度13.33亿美元下降。公司维持全年资本开支计划43亿美元，大部分用于成熟工艺扩产，小部分用于先进工艺、北京新合资项目(中芯京城)土建及其他。该行预计二季度公司资本开支有望大幅增加。展望全年，公司的新产能释放将主要集中于下半年，该行预计受到扩产和涨价的双重影响，公司全年收入有望逐季环比增长，此外公司出售中芯长电事项有望带来额外4亿美元左右投资收益。</p><p>该行预计，公司将持续受益国产替代、下游保持景气，2021年趋势向好;由于行业缺货下的旺盛需求和价格上涨，预计2021年公司收入、毛利率均好于此前预期。此外，公司新增出售中芯长电事项带来额外投资收益，未来政府项目资金有望持续。中信证券上调其2021~23年净利润预测至11.05亿/8.23亿/9.08亿美元(原预测4.87亿/5.53亿/7.28亿美元)，对应2021~23年EPS预测为1.09/0.81/0.9港元，每股净资产15.76/16.58/17.49港元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中信证券：维持中芯国际(00981)“买入”评级 目标价39.4港元</title>\n<style 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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中信证券：维持中芯国际(00981)“买入”评级 目标价39.4港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/481114.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中信证券发布研究报告称，维持中芯国际(00981)“买入”评级，目标价39.4港元。报告中称，公司一季度收入、毛利率好于指引，二季度指引超预期。公司21Q1收入11.04亿美元，环比增12.5%，同比增22%，好于公司指引(指引为环比提升7%~9%);毛利率22.66%，环比增4.65pcts，好于公司指引(17%~19%);在行业缺货背景下，公司需求旺盛并提升运营效率，产能...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/481114.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/481114.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138633511","content_text":"智通财经APP获悉，中信证券发布研究报告称，维持中芯国际(00981)“买入”评级，目标价39.4港元。报告中称，公司一季度收入、毛利率好于指引，二季度指引超预期。公司21Q1收入11.04亿美元，环比增12.5%，同比增22%，好于公司指引(指引为环比提升7%~9%);毛利率22.66%，环比增4.65pcts，好于公司指引(17%~19%);在行业缺货背景下，公司需求旺盛并提升运营效率，产能利用率达到98.7%，环比增3.2pcts;晶圆平均售价提升4.7%，达到646美元。公司指引21Q2收入环比增17%~19%，收入中值达到13亿美元，毛利率指引25%~27%，均超过此前市场预期。该行表示，公司8英寸扩产驱动收入环比增10%，12英寸ASP上涨驱动收入环比增20%。收入拆分来看，公司披露一季度新增2万片/月等效8英寸产能，主要由8英寸晶圆厂产能扩充所致。假设本季度2万片/月新增产能均为8英寸晶圆，该行测算，一季度8英寸产能环比增幅约8.5%，ASP增幅约1.2%，收入增幅约9.8%;12英寸收入增幅约20%，主要来自ASP增加。8英寸主要产品中包括了北美大客户PMIC等产品，该行认为由于客户长期合作且相对集中，其价格涨幅或相对有限;12英寸方面，ASP增长可能来自产品组合调整、单价上涨等多方面因素，晶圆单价较高的28/14nm收入环比增59%，在多款NTO(新流片)项目导入状况下，产能利用有明显改善，40/45nm收入环比增27%，55/65nm收入环比增11.2%。中信证券称，一季度资本开支受许可证制约，预计后续扩产快速推进，全年收入有望持续环比增长。资本开支方面，公司21Q1资本开支为5.34亿美元，相比上季度13.33亿美元下降。公司维持全年资本开支计划43亿美元，大部分用于成熟工艺扩产，小部分用于先进工艺、北京新合资项目(中芯京城)土建及其他。该行预计二季度公司资本开支有望大幅增加。展望全年，公司的新产能释放将主要集中于下半年，该行预计受到扩产和涨价的双重影响，公司全年收入有望逐季环比增长，此外公司出售中芯长电事项有望带来额外4亿美元左右投资收益。该行预计，公司将持续受益国产替代、下游保持景气，2021年趋势向好;由于行业缺货下的旺盛需求和价格上涨，预计2021年公司收入、毛利率均好于此前预期。此外，公司新增出售中芯长电事项带来额外投资收益，未来政府项目资金有望持续。中信证券上调其2021~23年净利润预测至11.05亿/8.23亿/9.08亿美元(原预测4.87亿/5.53亿/7.28亿美元)，对应2021~23年EPS预测为1.09/0.81/0.9港元，每股净资产15.76/16.58/17.49港元。","news_type":1,"symbols_score_info":{"688981":1,"SMI":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361488405,"gmtCreate":1614254849407,"gmtModify":1614257294807,"author":{"id":"3490338067057024","authorId":"3490338067057024","name":"yongye","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490338067057024","authorIdStr":"3490338067057024"},"themes":[],"htmlText":"<a 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