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港股異動丨中芯國際(0981.HK)5日累跌17% 憂收入增長受制裁影響
格隆匯 02-08 10:35
格隆匯2月8日丨中芯國際(0981.HK)的拋壓仍在持續,其股價盤初一度跌約5.5%,現跌幅收窄至2.87%,報23.7港元,近5個交易日累計跌幅達17%,最新總市值1824.5億港元。中芯國際聯合首席執行官趙海軍上週五在電話會議上稱,目前產能維持滿載,未有發現任何客户流失,但未來收入增長面對制裁影響。摩通發研報指,中芯國際對2021財年指引稍差於市場預期,主要因為被列入美國實體清單後的不確定性。雖然產能充分利用,不過毛利率仍然受壓令人失望,主要因為折舊較多,公司計劃擴充額外產能至8寸及12寸晶圓,不過在現有限制下能否執行仍存在不確定性。該行維持予其“減持”評級,目標價20港元。
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