Core Viewpoint - SMIC has implemented a price increase of approximately 10% on certain production capacities due to rising demand in the semiconductor industry, driven by mobile applications and AI needs, as well as increased raw material costs [1][2]. Group 1: Price Increase and Demand - SMIC has raised prices on some production capacities by about 10% [1]. - The price increase is expected to be implemented quickly, following prior increases in storage product prices due to low pricing [2]. - The demand for semiconductor products is growing, influenced by the continuous rise in mobile applications and AI, which has led to increased demand for wafers [2]. Group 2: Capacity Utilization and Production - SMIC's capacity utilization rate rose to 95.8% in Q3 2025, up from 92.5% in Q2 2025, indicating strong demand [5]. - The overall production capacity remains in a state of supply shortage, with shipments unable to fully meet customer demand [6]. - Hua Hong's overall capacity utilization rate reached 109.5% in Q3 2025, reflecting high operational efficiency [8]. Group 3: Financial Guidance - SMIC's revenue guidance for Q4 indicates a flat to 2% growth compared to Q3, with a gross margin forecast of 18% to 20% [7]. - The company expects its annual sales revenue to exceed $9 billion, marking a significant milestone in revenue scale [7].

（文章来源：证券日报） 证券日报网讯 12月23日，中芯国际在互动平台回答投资者提问时表示，截至2025年9月30日，公司A股 注册股东户数325962户。 ...

（原标题：中芯国际，涨价！） 事实上，由于需求旺盛，中芯国际、华虹公司的产能利用率持续增长，并已接近满载或超过满载。 "由于手机应用和AI需求持续增长，带动套片需求，从而带动了整体半导体产品需求的增长。"对于中芯 国际涨价的原因，有半导体业内人士解读，原材料涨价也是其中因素。 此外，台积电确认整合8英寸产能，并计划在2027年末关停部分生产线，或也引发晶圆厂涨价预期。 人民财讯12月23日电，记者从多个渠道求证获悉，中芯国际已经对部分产能实施了涨价，涨幅约为 10%。 有公司反映，预计涨价会很快执行。但由于之前存储产品价格过低，晶圆厂早已率先对其实施了涨价。 ...

记者从多个渠道求证获悉，中芯国际已经对部分产能实施了涨价，涨幅约为10%。 有公司反映，预计涨价会很快执行。但由于之前存储产品价格过低，晶圆厂早已率先对其实施了涨价。 "由于手机应用和AI需求持续增长，带动套片需求，从而带动了整体半导体产品需求的增长。"对于中芯 国际涨价的原因，有半导体业内人士解读，原材料涨价也是其中因素。 此外，台积电确认整合8英寸产能，并计划在2027年末关停部分生产线，或也引发晶圆厂涨价预期。 事实上，由于需求旺盛，中芯国际、华虹公司的产能利用率持续增长，并已接近满载或超过满载。 中芯国际在三季报中披露，第三季度，公司产能利用率上升至95.8%，环比今年第二季度的92.5%增长 3.3个百分点。 | | 2025 年第三季度 | 2025 年第二季度 | 2024年第三季度 | | --- | --- | --- | --- | | | (7-9月) | (4-6月) | (7-9月) | | 销售品圆数量(片) | 2, 499, 465 | 2, 390, 236 | 2, 122, 266 | | 月产能((片) | 1, 022, 750 | 991, 250 | 884, 2 ...

记者从多个渠道求证获悉，中芯国际已经对部分产能实施了涨价，涨幅约为10%。 "整体来说，当前公司产线仍处于供不应求状态，出货量还无法完全满足客户需求。"在11月14日举行的 中芯国际2025年第三季度业绩说明会上，中芯国际联合首席执行官赵海军透露，四季度是传统淡季，客 户备货有所放缓，但由于产业链切换迭代效应持续，将"淡季不淡"。 赵海军介绍，中芯国际给出的第四季度收入指引为环比持平到增长2%；产线整体上继续保持满载；毛 利率指引为18%到20%，与三季度指引相比持平。据此预测，公司全年销售收入预计超过90亿美元，收 入规模将踏上新台阶。 华虹公司第三季度总体产能利用率为109.5%，较上季度上升1.2个百分点。 华虹公司在第三季度业绩说明会上披露，公司三家8英寸晶圆厂的产能利用率持续保持较高水平。第一 座12英寸晶圆厂，产能为9.5万片晶圆，投片持续高于10万片。另一座正在爬坡的晶圆厂，其阶段产能 约为4万多片晶圆，投片已超过3.5万片，预计到明年三季度产能配置到位。 有公司反映，预计涨价会很快执行。但由于之前存储产品价格过低，晶圆厂早已率先对其实施了涨价。 "由于手机应用和AI需求持续增长，带动套片需求， ...

深市港股通前十大成交活跃股中，成交额居首的是腾讯控股，成交金额20.41亿港元；其次是中芯国 际、阿里巴巴-W，成交金额分别为15.42亿港元、13.27亿港元。以净买卖金额统计，有6只股为净买 入，净买入金额最多的是中芯国际，净买入4.88亿港元，该股收盘平盘报收。净卖出金额最多的是中国 移动，净卖出4.93亿港元，收盘股价下跌1.02%。（数据宝） 12月23日港股通成交活跃股 代码 简称 类型 成交金额 （%） 09988 阿里巴巴-W 港股通(沪) 386301.58 136716.49 0.55 00700 腾讯控股 港股通(沪) 350723.39 -77778.12 -2.03 00941 中国移动 港股通(沪) 220411.88 -148210.95 -1.02 00700 腾讯控股 港股通(深) 204078.00 -31037.62 -2.03 00981 中芯国际 港股通(沪) 201939.78 -62929.00 0.00 06869 长飞光纤光缆 港股 通(沪) 170567.82 -4300.18 -5.13 01810 小米集团-W 港股通(沪) 164799.07 -108 ...

Core Viewpoint - The Hong Kong stock market saw a net inflow of 611 million HKD from Northbound trading on December 23, with significant buying in stocks like Alibaba and Meituan, while major sell-offs occurred in China Mobile and Tencent. Group 1: Northbound Trading Summary - Northbound trading recorded a net buy of 611 million HKD, with Shanghai Stock Connect showing a net sell of 582 million HKD and Shenzhen Stock Connect showing a net buy of 1.193 billion HKD [1] - The most bought stocks included Alibaba-W (09988), Meituan-W (03690), and Zijin Mining (02899) [1] - The most sold stocks included China Mobile (00941), Tencent (00700), and SMIC (00981) [1] Group 2: Stock-Specific Details - Alibaba-W (09988) had a net inflow of 1.359 billion HKD, driven by the launch of the AI DingTalk operating system [5] - Meituan-W (03690) received a net buy of 223 million HKD [7] - Zijin Mining (02899) saw a net buy of 111 million HKD, with Macquarie raising its target price by 75% to 40 HKD [5] - Tencent (00700) faced a net sell of 1.088 billion HKD [7] - China Mobile (00941) experienced a net sell of 1.975 billion HKD [7] - SMIC (00981) had a net sell of 141 million HKD, influenced by U.S. export regulations on AI chips [6]

智通财经APP获悉，2025年12月23日当天，阿里巴巴-W(09988)、腾讯控股(00700)、中国移动(00941)位 居沪港通（南向）成交额前3位，成交额分别为38.63 亿元、35.07 亿元、22.04 亿元；腾讯控股 (00700)、中芯国际(00981)、阿里巴巴-W(09988) 位居深港通（南向）成交额前3位，成交额分别为20.41 亿元、15.42 亿元、13.27 亿元。 沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 38.63 亿元 | +13.67 亿元 | | 腾讯控股(00700) | 35.07 亿元 | -7.78 亿元 | | 中国移动(00941) | 22.04 亿元 | -14.82 亿元 | | 中芯国际(00981) | 20.19 亿元 | -6.29 亿元 | | 长飞光纤光缆(06869) | 17.06 亿元 | -4300.18 万元 | | 小米集团-W(01810) | 16.48 亿元 | -1.09 亿元 | | 快手-W(01024) ...

Core Viewpoint - The recent completion report submitted by Chip and Semiconductor Technology (Shanghai) Co., Ltd. to the Shanghai Securities Regulatory Bureau indicates that the company is prepared for an IPO, following a series of events including an unsuccessful acquisition attempt by Huada Jiutian [1][21]. Company Overview - Chip and Semiconductor was established in 2010, focusing on Electronic Design Automation (EDA) software development, providing comprehensive EDA solutions applicable in various fields such as 5G, smartphones, IoT, AI, and data centers [2][18]. - The company launched the world's first 3DIC Chiplet advanced packaging system design analysis EDA platform in 2021 [2][18]. - Co-founder and Chairman Ling Feng has over 20 years of experience in the semiconductor industry, having worked with major companies like Motorola and Cadence [2][18]. - Co-founder Dai Wenliang, who has a strong academic background and experience in EDA, emphasizes the potential of the EDA market, which is expected to exceed one trillion yuan in the coming years [3][19]. Investment and Recognition - The company has received investments from notable institutions, including funds affiliated with SMIC and Shanghai's IoT venture capital [4][20]. - Chip and Semiconductor won the 2023 National Science and Technology Progress Award for its project on key technologies in RF system design automation [5][20]. Capital Movements - In early 2025, the company accelerated its capital activities, initiating the A-share IPO process on February 7, 2025 [21]. - An acquisition attempt by Huada Jiutian was announced on March 17, 2025, but was later terminated due to disagreements on core terms [6][22]. - The company reported revenues of 106 million yuan and 265 million yuan for 2023 and 2024, respectively, with net profits of -89.93 million yuan and 48.13 million yuan [21]. Market Environment - The EDA industry is characterized by high concentration, dominated by three major players: Cadence, Synopsys, and Siemens EDA, which collectively hold over 74% of the global market share [11][27]. - The domestic EDA market is expected to grow, with the localization rate projected to reach 19% by 2025, up from 11% in 2021 [12][28]. - Chip and Semiconductor focuses on areas such as analog chip signal simulation and electromagnetic field simulation, with a cumulative shipment of over 2 billion integrated passive devices (IPD) [30]. Future Prospects - The company is embracing AI to transition EDA from traditional rule-driven design to data-driven design, enhancing design efficiency and creating a differentiated market space [15][31]. - The ongoing evolution in semiconductor technology, particularly in advanced packaging and multi-physical field packaging, positions Chip and Semiconductor favorably for future growth [30].

截至12月23日收盘，中芯国际概念上涨1.57%，位居概念板块涨幅第5，板块内，55股上涨，美埃科技 20%涨停，多氟多、快克智能、圣晖集成等涨停，天华新能、盛剑科技、艾森股份等涨幅居前，分别上 涨8.48%、7.72%、5.77%。跌幅居前的有再升科技、国机精工、华达科技等，分别下跌7.98%、6.33%、 3.07%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻机 | 2.11 | 太赫兹 | -2.72 | | 氟化工概念 | 1.80 | 军工信息化 | -2.54 | | 光刻胶 | 1.61 | DRG/DIP | -2.53 | | PET铜箔 | 1.57 | 赛马概念 | -2.38 | | 中芯国际概念 | 1.57 | 卫星导航 | -2.35 | | 液冷服务器 | 1.56 | 华为盘古 | -2.25 | | PVDF概念 | 1.43 | 天津自贸区 | -2.15 | | 有机硅概念 | 1.40 | 移动支付 | -2.06 | | 钠离子电池 | 1.40 | 冰 ...