中国经济网北京8月28日讯 今日，中芯国际（688981）收报119.22元，涨幅17.45%。 龙虎榜数据显示，卖出中芯国际金额最大的前5名中，2家为机构专用席位。经统计，机构席位今日卖出中芯国际净额为113525.58万元。 | 序号 代码 | 名称 | 相关 | 收盘价 | 脂味幅 | 买方 3 卖方 0 | 机构买入 | 机构或品 | 机构买入 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 机构数 机构数 | 鳥额(万) | 鳥额(万) | 净额(万) 3 个 | | | 688981 中芯国际 明细 股吧 119.22 | | | 17.45% | | 0.00 | 113525.58 | -113525.58 | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | --- | | | 华宝证券股份有限公司上海东大名路证券营业部 | 26次 42.31% 2 | 4266 ...

南向资金今日净卖出204.41亿港元。其中中芯国际、康方生物、华虹半导体净买入额位列前三，分别获 净买入8.92亿港元、5.12亿港元、4.64亿港元。净卖出方面，盈富基金、恒生中国企业、腾讯控股分别 遭净卖出118.86亿港元、47.76亿港元、5.84亿港元。 (本文来自第一财经) ...

半导体芯片方向再度走强，博通集成、瑞芯微、斯达半导、大港股份等个股涨停，寒武纪、中芯国际、复旦微电、东芯股份、上海新阳等个股涨超10%。 智通财经8月28日讯，市场午后V型反弹，三大指数全线收红，科创50指数涨超7%，寒武纪、中芯国际双双创历史新高。沪深两市全天成交额2.97万亿，较 上个交易日缩量1948亿。盘面上，市场热点集中在算力和芯片方向，个股涨多跌少，全市场超2800只个股上涨。从板块来看，CPO等算力硬件股维持强势， 天孚通信等多股续创历史新高。芯片股集体大涨，张江高科等10余股涨停。下跌方面，医药股展开调整，南新制药等多股跌超5%。截至收盘，沪指涨 1.14%，深成指涨2.25%，创业板指涨3.82%。 板块方面 板块上，算力硬件方向延续强势，天孚通信、长飞光纤、沃格光电涨停，东田微、德科立、生益电子、中际旭创、鹏鼎控股等个股涨幅居前。消息面上，财 报显示，英伟达2026财年Q2营收为467.4亿美元，同比增长56%；净利润为264.2亿美元，同比增长59%，并且第三季度的指引也较为稳健。 机构研报表示，CPO 概念的持续走强并非短期炒作，而是AI算力需求爆发与技术迭代共振的必然结果。当前行业正 ...

中 芯 国 际 公 告，今 年 上 半 年 收 入 4 4.5 6 亿 美 元，同 比 增 长 2 2 %；净 利 润 3.2 亿 美 元，同 比 增 长 3 5.6 % 。 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, with a total net sell of 204.41 billion HKD on August 28, 2023, indicating a cautious sentiment among investors [1]. Group 1: Northbound Capital Activity - Northbound capital saw a net sell of 132.97 billion HKD through the Shanghai Stock Connect and 71.44 billion HKD through the Shenzhen Stock Connect [1]. - The most bought stocks included SMIC (00981), Kangfang Biotech (09926), and Huahong Semiconductor (01347), while the most sold stocks were the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises Index (02828), and Tencent (00700) [1]. Group 2: Stock Performance and Predictions - SMIC received a net buy of 8.92 billion HKD, while Huahong Semiconductor had a net buy of 4.63 billion HKD, reflecting a renewed interest in chip stocks [6]. - Kangfang Biotech saw a net buy of 5.11 billion HKD, supported by positive clinical trial results for its drug [6]. - China Life (02628) received a net buy of 3.83 billion HKD, with expectations of steady growth in profits and new business value (NBV) [7]. Group 3: Sector Trends and Market Sentiment - The technology sector showed mixed results, with Meituan (03690) and Alibaba (09988) receiving net buys of 3.33 billion HKD and 3.29 billion HKD, respectively, while Tencent faced a net sell of 5.83 billion HKD [7]. - The AI sector is expected to be a key driver for Hong Kong tech stocks, with improved market sentiment due to easing trade tensions between China and the U.S. [7]. - Horizon Robotics (09660) reported a revenue increase of 67.6% year-on-year, indicating strong growth in the autonomous driving market [8]. Group 4: ETF and Fund Flows - Northbound capital also sold off ETFs, with the Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises Index (02828) facing net sells of 118.86 billion HKD and 47.76 billion HKD, respectively [9]. - Despite the selling pressure, there is an expectation for continued foreign capital inflow into the Chinese market, although the importance of foreign capital in the Hong Kong market has decreased [9].

中芯国际上半年营收同比增长22.0%至44.56亿美元，毛利率提升至21.4%，净利率达10.5%，核心经营指标全面改善。其中，占比最大的晶圆代工业务收 入42.29亿美元，同比增长24.6%。 展望下半年，中芯国际管理层表示，在国内外政策变化影响下，渠道加紧备货、补库存的情况预计将持续到三季度。虽然四季度是行业传统淡季，但由 于公司整体产能供不应求，放缓的量不会对产能利用率产生明显影响。 28日，中芯国际公布2025年上半年财报： | | | 截至以下日期止六個月 | | | --- | --- | --- | --- | | | 06/30/25 | 06/30/24 | 06/30/25 較 06/30/24(%) | | 收入 | 4,456,267 | 3.651.452 | 22.0 | | 除税前利潤 | 509.678 | 261.428 | 95.0 | | 歸屬於本公司擁有人的期內利潤 | 320,522 | 236,361 | 35.6 | | 歸屬於本公司擁有人的扣除非經常性損益的期內利潤 | 265,490 | 181.340 | 46.4 | | 經營活動所得現金淨額 | 909, ...

每经AI快讯，8月28日，中芯国际港交所公告，上半年营收44.56亿美元，同比增长22%；归属本公司所 有人的期内利润3.2亿美元，同比增长35.6%。 （文章来源：每日经济新闻） ...

中芯国际公告，今年上半年收入44.56亿美元，同比增长22%；净利润3.2亿美元，同比增长35.6%。 ...

Core Viewpoint - Semiconductor Manufacturing International Corporation (SMIC) reported a significant increase in revenue and profit for the first half of 2025, driven by higher wafer sales and average selling prices [1] Financial Performance - Revenue for the first half of 2025 was approximately $4.456 billion, representing a year-on-year growth of 22% [1] - The revenue from wafer foundry services was $4.2286 billion, showing a year-on-year increase of 24.6% [1] - The net profit attributable to shareholders was around $320 million, reflecting a year-on-year growth of 35.6% [1] - Basic earnings per share were reported at $0.04 [1] Sales and Pricing - The number of wafers sold (equivalent to 8-inch standard logic) increased by 19.9%, from 3,907 thousand units in the same period last year to 4,682 thousand units [1] - The average selling price of wafers rose to $903, compared to $869 in the previous year [1] Market Position and Capacity - SMIC continues to hold the second position globally in pure wafer foundry services [1] - The company has made solid progress in capacity expansion, adding nearly 20,000 pieces of 12-inch standard logic monthly capacity in the first half of 2025 [1] - The overall capacity utilization rate is leading in the industry [1] Innovation and Collaboration - The company is steadily advancing in process research and development, as well as platform construction, enhancing product competitiveness and market influence [1] - SMIC has achieved significant results in open collaboration, engaging closely with upstream and downstream partners in the supply chain, as well as with universities and research institutions for talent cultivation [1] - The company is committed to advancing digital initiatives and fostering open cooperation to build consensus and synergy [1]

格隆汇8月28日丨中芯国际(00981.HK)发布公告，截至2025年6月30日止六个月，收入同比上升22.0%至 本期44.56亿美元，主要是由于本期晶圆销售数量增加及平均售价上升所致 。销售晶圆的数量(折合8寸 标准逻辑)由上年同期的3,907千片增加19.9%至本期的4,682千片 。平均售价(销售晶圆收入除以销售晶圆 总数)本期为903美元，上年同期为869美元。其中，晶圆代工业务收入为42.29亿美元，同比增加 24.6%。 期内，毛利同比增加89.3%至9.56亿美元，主要是由于本期晶圆销售数量增加、平均单价上升及产品组 合变动所致。报告期内，归属于公司拥有人的期内利润3.21亿美元，同比增长35.6%，基本每股收益为 0.04美元。 ...