香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示，概不對因本文檔全部或任何部份內容而産生或因倚賴該等內容而引致 的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * (於開曼群島注冊成立之有限公司) (股份代號：00981) 中芯國際截至2023年3月31日止三個月未經審核業績公佈 除非以下額外說明，本合併財務信息係依國際財務報告準則編製且表達。  2023 年第一季的銷售收入為 1,462.3 百萬美元，2022 年第四季為 1,621.3 百萬美元，2022 年第 一季為1,841.9百萬美元。  2023年第一季毛利為304.7百萬美元，2022年第四季為518.7百萬美元，2022年第一季為750.3 百萬美元。  2023年第一季毛利率為20.8%，2022年第四季為32.0%，2022年第一季為40.7%。 以下爲本公司及其子公司(「本集團」)於2023年5月11日就截至2023年3 ...

（於開曼群島註冊成立的有限公司） 股份代號: 00981 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表聲明，並明確表示，概不對因本公佈全部或任何部份內容而產 生或因依賴該等內容而引致之任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中芯國際集成電路製造有限公司* （於開曼群島註冊成立之有限公司） （股份代號：981） 2022年年度業績公告 中芯國際集成電路製造有限公司（「本公司」）董事會（「董事會」）謹此公佈本公司和其子公 司截至2022年12月31日止年度經審計業績。本公告載有本公司2022年年度報告（「2022年 年度報告」）的全文，並已遵守有關香港聯合交易所有限公司（「聯交所」）證券上市規則有 關年度業績初步公告的資訊的規定。2022年年度報告印刷版將於2023年4月21日發送給 本公司股份的註冊持有人，並可在聯交所網站www.hkexnews.hk和本公司的網站www. smics.com上進行查看。 承董事會命 中芯國際集成電路製造有限公司 公司秘書╱董事會秘書 郭光莉 中國上海，2023年3月28日 ...

[1 -> 16] 欢迎参加中芯国际2022年第四季度业绩说明会。今天的会议将同时通过网络和电话进行直播。请注意,如果您通过电话加入会议,您的播入只处于接听模式。 [16 -> 23] 在管理层发言结束后,我们将进行问答环节,届时您将收到关于如何参与问答的指示。 [23 -> 30] 现在有请资深副总裁、董事会秘书郭光绿女士参加会议。 [30 -> 40] 在此之前,我将介绍郭光绿女士,副总统兼副书记和会议副主席,来主持会议。 [40 -> 51] 各位好,欢迎参加中芯国际2022年第四季度业绩说明会。今天参加业绩说明会的有 [51 -> 60] 郭光绿女士和郭光绿副总统兼副书记和会议副主席。 [60 -> 78] 各位好,欢迎参加中芯国际2022年第四季度业绩说明会。今天参加业绩说明会的有董事长高永刚博士、联合首席执行官赵海军博士、 [78 -> 105] 赵海军博士、资深副总裁、财务负责人吴俊峰博士。 [107 -> 126] 在此提醒各位,我们今天的表述,包括前瞻性陈述,是公司对未来业绩的预期而非保证,并受固有风险和不确定性的影响。请参阅我们业绩公告中的前瞻性陈述。 [126 -> 139] 除非另有说 ...

欢迎参加中芯国际2022年第三季度业绩说明会今天的会议将同时通过网络和电话进行直播请注意如果您通过电话加入会议您的播入只处于接听模式在管理层发言结束后我们将进行问答环节届时您将收到关于如何参与问答的指示 欢迎来到半导弹制造国际企业第三季度的2022网上会议通知今天会议将在互联网和电话上连续播放请注意,如果您与通讯通话联系您的导游在听取模式中然而,经过管理员的演讲结束后我们将进行问答课程此时您将收到如何参与的指示 现在有请资深副总裁董事会秘书郭光丽女士主持各位好欢迎参加中芯国际2022年第三季度业绩说明会今天参加业绩说明会的有 董事长高永刚博士联合首席执行官赵海君博士资深副总裁吴俊峰博士Greetings, welcome to SMIC's third quarter 2022 webcast conference callAttending today's call are Dr. 高永刚Chairman, Dr. 赵海君Co-Chief Executive Officerand Dr. 吴俊峰Senior Vice President 在此提醒各位我们今天的表述包括前瞻性的陈述是公司对未来业绩的预期而非保 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示，概不對因本文檔全部或任何部份內容而産生或因倚賴該等內容而引致 的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中芯國際集成電路製造有限公司 * (於開曼群島注冊成立之有限公司) (股份代號：00981) 中芯國際截至 2022年 9月 30日 止三個月未經審核業績公佈 | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------| | | | | | 除非以下額外說明，本合併財務信息係依國際財務報告準則編製且表達。 | | | 2022 年第三季的銷售收入為 1,907.0 百萬美元，相較於 2022 年第二季的 1,903.2 百萬美元增長 | | | 0.2% ，相較於 2021 年第三季的 1,41 ...

中芯國際集成電路製造有限公司" Semiconductor Manufacturing International Corporation ( 於 開 曼 群 島 註 冊 成 立 的 有限公司) 股 份 代 號 : 00981 ２０２２ 中期報告 * 僅供識別 目錄 | --- | --- | --- | |-------|--------|------------------------| | | | | | 2 | 第一節 | 釋義 | | 3 | 第二節 | 公司簡介和主要財務指標 | | 6 | 第三節 | 管理層討論與分析 | | 22 | 第四節 | 公司治理 | | 30 | 第五節 | 環境與社會責任 | | 34 | 第六節 | 重要事項 | | 46 | 第七節 | 股份變動及股東情況 | | 54 | 第八節 | 債券相關情況 | | 55 | 第九節 | 財務報告 | 重要提示 中芯國際 二零二二年 中報 0 1 一、 本公司董事會、董事及高級管理人員保證中期報告內容的真實性、準確性、完整性，不存在虛假記載、誤導性陳述或重大 遺漏，並承擔個別和連帶的法律責任。 二、 重大風險提示 公司 ...

Financial Data and Key Metrics Changes - In Q2 2022, the company's revenue was $1,903 million, a sequential increase of 3.3% and a year-over-year increase of 41.6% [2][4] - Gross margin was 39.4%, down 1.3 percentage points sequentially but up 9.3 percentage points year-over-year [2][4] - Operating profit was $539 million, a sequential increase of 0.6% and a year-over-year increase of 0.3% [2][4] - EBITDA reached a historical high of $1,220 million, with a sequential increase of 7.4% and a year-over-year increase of 3.7% [2][4] - Total assets at the end of Q2 were $40.5 billion, with total liabilities of $13.1 billion and total equity of $27.3 billion [3] Business Line Data and Key Metrics Changes - Revenue from the smartphone segment accounted for 25%, while smart home and consumer electronics contributed 16% and 24% respectively [7][9] - The smart home segment grew by 24% sequentially, driven by demand for wireless network routers [8][9] - Consumer electronics saw an 8% sequential growth due to increased demand for high-end analog MCU platforms [8][9] - The industrial segment grew by 18% sequentially, indicating robust demand in that area [8][9] Market Data and Key Metrics Changes - Revenue distribution by region remained stable, with mainland China and Hong Kong accounting for 69%, North America for 19%, and Europe and Asia for 12% [7][9] - The company noted a structural differentiation in demand across various application areas, with automotive electronics and green energy maintaining solid growth [6][8] Company Strategy and Development Direction - The company is strategically adjusting its production capacity to avoid oversupply in saturated markets, focusing on high-value products like power management and high-end MCUs [6][10] - The management emphasized the importance of flexibility in manufacturing lines to quickly respond to market changes [10][11] - The company plans to continue investing in capacity expansion while being cautious and market-driven [12][13] Management's Comments on Operating Environment and Future Outlook - The management highlighted that the semiconductor industry is currently facing a dual-cycle impact, with macroeconomic slowdown and an industry downturn [5][6] - They expect the structural shortage in certain segments to persist into the second half of the year, prompting adjustments in production capacity [12][13] - The management expressed confidence in the long-term growth of the domestic foundry market despite short-term adjustments [13] Other Important Information - Capital expenditures in the first half of the year totaled $2.5 billion, increasing monthly capacity by 53,000 8-inch wafers [12][13] - The company has a solid customer base and is optimizing its customer structure to enhance cooperation with top clients [11][12] Q&A Session Summary Question: Impact of cyclical adjustments on utilization - Management noted that the most significant impact is seen in the smartphone sector, where demand has dropped significantly due to high inventory levels [14][15] Question: Price environment and long-term agreements - The management indicated that while some prices may drop, long-term agreements (LTA) are expected to remain stable [16][17] Question: Company's response to the current down cycle - The management explained that the external economic downturn and internal oversupply are the main factors affecting the current cycle, with a focus on maintaining flexibility and readiness [18][19] Question: Future capital expenditure plans - The management stated that capital expenditure plans will remain stable and cautious, with a focus on long-term growth [28][29]

Financial Data and Key Metrics Changes - In Q1 2022, the company reported revenue of $1,842 million, a sequential increase of 16.6% and a year-over-year increase of 66.9% [4][5] - Gross margin for Q1 2022 was 40.7%, up 5.7 percentage points sequentially and 18 percentage points year-over-year [4][5] - Operating profit for Q1 2022 was $536 million, a sequential increase of 27.6% and a year-over-year increase of 330% [4][5] - The company expects Q2 2022 revenue to grow sequentially by 1% to 3% and gross margin to be between 37% and 39% [5][13] Business Line Data and Key Metrics Changes - Revenue by application for Q1 2022: smartphones (29%), smart homes (14%), consumer electronics (23%), and other electronics (34%), with growth of 10% to 30% across categories [12][13] - The share of smartphones and consumer electronics decreased, while smart homes and other categories increased, aligning with market demand and capacity allocation [12][13] Market Data and Key Metrics Changes - The company noted a structural shortage in semiconductor manufacturing capacity, despite a softening demand in consumer electronics [2][9] - Revenue distribution by region in Q1 2022: Mainland China and Hong Kong (68%), North America (19%), and Eurasia (13%), with growth in all regions [12][13] Company Strategy and Development Direction - The company aims to optimize product mix and pricing strategies to enhance average selling prices, which increased by 13% sequentially in Q1 2022 [11][12] - The company plans to continue its strategy of seeking progress in a stable manner, focusing on fulfilling customer commitments [15] Management Comments on Operating Environment and Future Outlook - Management highlighted that the impact of COVID-19 and geopolitical tensions has been mitigated, but the long logistics supply chain remains a challenge [15] - The company expects strong customer demand to persist, with capacity remaining tight throughout the year [15] Other Important Information - The company plans capital expenditures of approximately $32 billion for 2022, with a focus on expanding production capacity [7][8] - The company has implemented various measures to ensure production continuity amid pandemic challenges, including closed-loop operations and logistics management [11][27] Q&A Session Summary Question: What impact has COVID-19 had on sales and maintenance? - Management indicated that the postponement of annual maintenance (APM) could disrupt manufacturing for 5 to 6 days, affecting productivity [16][17] Question: How is the company managing production amid ongoing pandemic challenges? - The company is working to expedite manufacturing to recover lost capacity and has not canceled any customer orders, only delayed some deliveries [18][27] Question: What is the outlook for wafer pricing in the foundry industry? - The company anticipates that rising costs for materials and equipment will impact gross margins, but it is negotiating with customers to adjust pricing accordingly [29][30] Question: How is inventory management affecting customer orders? - Management noted that while some customers are reducing orders due to high inventory levels, demand for critical components remains strong [32][33]