国泰海通证券股份有限公司 关于中芯国际集成电路制造有限公司 本次交易相关内幕信息知情人买卖股票情况的自查报告的核查意见 中芯国际集成电路制造有限公司（以下简称"上市公司"）拟向国家集成电 路产业投资基金股份有限公司、北京集成电路制造和装备股权投资中心（有限合 伙）、北京亦庄国际投资发展有限公司、中关村发展集团股份有限公司及北京工 业发展投资管理有限公司（以下简称"交易对方"）发行股份购买其所合计持有 的中芯北方集成电路制造（北京）有限公司（以下简称"标的公司"）49%的股 权（以下简称"本次交易"）。 国泰海通证券股份有限公司（以下简称"独立财务顾问"或"国泰海通"） 作为上市公司本次交易的独立财务顾问，根据《中华人民共和国证券法》《上市 公司重大资产重组管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》《监管规则适用指引——上市类第 1 号》等 有关法律、法规及规范性文件的规定，对上市公司本次交易相关内幕信息知情人 买卖上市公司股票的情况进行了核查，具体如下： 一、相关内幕信息知情人核查范围及自查期间 （一）相关内幕信息知情人核查范围 本次交易的内幕信息知情人核查范围 ...

上海市锦天城律师事务所 核查意见 地址：上海市浦东新区银城中路 501 号上海中心大厦 11、12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 专项核查意见 关于中芯国际集成电路制造有限公司 本次交易相关内幕信息知情人买卖股票情况的自查报告的 上海市锦天城律师事务所 关于中芯国际集成电路制造有限公司本次交易相关内幕信息知 情人买卖股票情况的自查报告的核查意见 案号：01F20255971 致：中芯国际集成电路制造有限公司 上海市锦天城律师事务所（以下简称"本所"）接受中芯国际集成电路制造 有限公司（以下简称"公司""上市公司"或"中芯国际"）的委托，并根据上 市公司与本所签订的《法律服务委托协议》，作为上市公司本次发行股份购买资 产暨关联交易事项（以下简称"本次交易"）的特聘专项法律顾问。 根据《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司 重大资产重组管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》《监管规则适用指引——上市类第 1 号》等有关 法律法规以及中国证券监督管理委员会的有 ...

香港交易及结算所有限公司及香港联合交易所有限公司对本公告的内容概不负责，对其准确性或完整性 亦不发表任何声明，并明确表示，概不对因本文档全部或任何部分内容而产生或因依赖该等内容而引致 的任何损失承担任何责任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 国 际 集 成 电 路 制 造 有 限 公 司 * (于开曼群岛注册成立之有限公司) (股份代号：00981) 中芯国际截至 2025年 12月 31日 止 三 个 月 未 经 审 核 业 绩 公 布 除非以下额外说明，本合并财务信息系依国际财务报告准则编制且表达。 以下为本公司及其子公司(「本集团」)于 2026 年 2 月 10 日就截至 2025 年 12 月 31 日止三个月的未经 审核业绩公布全文。 除非特别指明，所有货币以美元列账。 中国上海─2026 年 2 月 10 日─国际主要半导体代工制造商中芯国际集成电路制造有限公司(香港联交所 股份代号：00981；上交所科创板证券代码：688981)(「中芯国际」、「本公司」或「我们」)于今日公布 截至 2025 年 12 月 3 ...

港股代码：00981 港股简称：中芯国际 本次交易的内幕信息知情人核查范围包括： 1、上市公司及其董事、高级管理人员及有关知情人员； 2、上市公司持股 5%以上股东大唐控股（香港）投资有限公司及其一致行动 A股代码：688981 A股简称：中芯国际 公告编号：2026-004 中芯国际集成电路制造有限公司 关于本次交易相关内幕信息知情人买卖股票情况的 自查报告的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 中芯国际集成电路制造有限公司（以下简称"上市公司"）拟向国家集成电 路产业投资基金股份有限公司、北京集成电路制造和装备股权投资中心（有限合 伙）、北京亦庄国际投资发展有限公司、中关村发展集团股份有限公司及北京工 业发展投资管理有限公司（以下简称"交易对方"）发行股份购买其所合计持有 的中芯北方集成电路制造（北京）有限公司（以下简称"标的公司"）49%的股 权（以下简称"本次交易"）。 根据《中华人民共和国证券法》《上市公司重大资产重组管理办法》《公开发 行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资 ...

Group 1 - The core viewpoint of the articles highlights the financial performance of SMIC, showing significant growth in revenue and profit for 2025, driven by increased wafer sales and improved capacity utilization [1][2] - In Q4 2025, the company reported revenue of $2.489 billion, a year-on-year increase of 12.8% and a quarter-on-quarter increase of 4.5%, with a gross margin of 19.2% and a capacity utilization rate of 95.7% [1] - For the full year 2025, SMIC's profit attributable to shareholders was $685 million, a 39.1% increase from $493 million in 2024, attributed to higher wafer sales and changes in product mix [1] Group 2 - Looking ahead to 2026, the company anticipates both opportunities from the return of the supply chain and challenges from the storage cycle, with guidance for Q1 indicating flat revenue and a gross margin between 18% and 20% [2] - The company expects its 2026 revenue growth to exceed the average of comparable peers, with capital expenditures remaining roughly stable compared to 2025 [2]

Core Viewpoint - SMIC reported a fourth-quarter revenue of $2.489 billion, reflecting a quarter-on-quarter growth of 4.5% with a gross margin of 19.2% and a capacity utilization rate of 95.7% [1] Financial Performance - For 2025, SMIC's revenue is projected to be $9.327 billion, representing a year-on-year increase of 16.2% with a gross margin of 21.0%, up by 3.0 percentage points [1] - The company's capital expenditure for 2025 is estimated at $8.1 billion [1] - By the end of 2025, the monthly capacity for 8-inch standard logic is expected to reach 1.059 million wafers, an increase of approximately 110,000 wafers year-on-year [1] - Total shipments are projected to be around 9.7 million wafers, with an average annual capacity utilization rate of 93.5%, an increase of 8 percentage points year-on-year [1] - The net profit attributable to shareholders for 2025 is forecasted to be $685.1 million, a 39.1% increase compared to $492.7 million in 2024, driven by increased wafer sales, higher capacity utilization, and changes in product mix [1] Future Outlook - For 2026, SMIC anticipates both opportunities from the return of the supply chain and challenges from the memory market cycle [1] - The company has provided guidance for the first quarter indicating flat revenue quarter-on-quarter and a gross margin between 18% and 20% [1] - Under the assumption of no significant changes in the external environment, the guidance for 2026 suggests revenue growth exceeding the average of comparable peers, with capital expenditure expected to remain roughly the same as in 2025 [1]

Financial Performance - In Q4 2025, the company achieved revenue of RMB 17,812.8 million, a year-on-year increase of 11.9%[6] - The gross profit for Q4 2025 was RMB 3,095.9 million, with a gross margin of 17.4%[6] - For the full year 2025, the company reported unaudited revenue of RMB 67,323.2 million, up 16.5% from RMB 57,795.6 million in 2024[6] - The net profit attributable to shareholders for 2025 was RMB 5,040.7 million, a 36.3% increase compared to RMB 3,698.7 million in the previous year[7] Capital Expenditure and Assets - The company’s capital expenditure for 2025 was USD 8.1 billion[8] - The total assets as of December 31, 2025, were RMB 367,718.2 million, a 4.0% increase from RMB 353,415.3 million in 2024[6] Capacity and Utilization - The average capacity utilization rate for 2025 was 93.5%, an increase of 8 percentage points year-on-year[8] Future Outlook - The company expects Q1 2026 revenue to remain flat quarter-on-quarter, with a gross margin between 18% and 20%[8] - The company anticipates that the revenue growth for 2026 will exceed the average growth of comparable peers[8] Return on Equity - The weighted average return on equity increased to 0.81% from 0.68% year-on-year[6]

Core Viewpoint - SMIC reported a total revenue of 17.813 billion yuan for Q4 2025, representing a year-on-year growth of 11.9% [1] Financial Performance - Gross profit for Q4 2025 was 3.096 billion yuan, with a gross margin of 17.4% [1] - Total profit for Q4 2025 was 1.602 billion yuan, showing a year-on-year decline of 41.5% [1] - Net profit attributable to shareholders for Q4 2025 was 1.223 billion yuan, reflecting a year-on-year increase of 23.2% [1] Quarterly and Annual Metrics - For Q4 2025, the company achieved sales revenue of 2.489 billion USD, with a quarter-on-quarter growth of 4.5% [1] - The gross margin for Q4 2025 was reported at 19.2%, with a capacity utilization rate maintained at 95.7% [1] - For the entire year of 2025, total sales revenue reached 9.327 billion USD, marking a year-on-year increase of 16.2% [1] - The annual gross margin for 2025 was 21.0%, up by 3.0 percentage points year-on-year [1]

Core Viewpoint - SMIC reported a fourth-quarter revenue of $2.489 billion, reflecting a quarter-on-quarter growth of 4.5%, with a gross margin of 19.2% and a capacity utilization rate of 95.7% [1] Financial Performance - For 2025, SMIC's revenue is projected to be $9.327 billion, representing a year-on-year increase of 16.2% with a gross margin of 21.0%, up by 3.0 percentage points [1] - The company's capital expenditure for 2025 is estimated at $8.1 billion [1] - By the end of 2025, the monthly capacity for 8-inch standard logic is expected to reach 1.059 million wafers, an increase of approximately 110,000 wafers year-on-year, with total shipments around 9.7 million wafers and an average annual capacity utilization rate of 93.5%, up by 8 percentage points year-on-year [1] - The unaudited profit attributable to shareholders for 2025 is projected at $685.1 million, a 39.1% increase compared to $492.7 million in 2024, driven by increased wafer sales, higher capacity utilization, and changes in product mix [1] Future Outlook - For 2026, SMIC anticipates both opportunities from the return of the supply chain and challenges from the memory market cycle [1] - The company has provided guidance for the first quarter indicating flat revenue quarter-on-quarter and a gross margin between 18% and 20% [1] - Under the assumption of no significant changes in the external environment, the guidance for 2026 suggests revenue growth exceeding the average of comparable peers, with capital expenditure expected to remain roughly the same as in 2025 [1]

Core Viewpoint - SMIC announced a Q4 2025 sales revenue of $2.489 billion, a quarter-on-quarter increase of 4.5%, with a gross margin of 19.2% and a capacity utilization rate of 95.7% [1] - For the full year of 2025, sales revenue is projected at $9.327 billion, representing a year-on-year growth of 16.2%, with a gross margin of 21.0%, an increase of 3.0 percentage points year-on-year [1] - The company expects Q1 2026 sales revenue to remain flat quarter-on-quarter, with a gross margin between 18% and 20% [1] Summary by Sections - **2025 Financial Performance** - Q4 2025 sales revenue: $2.489 billion, up 4.5% quarter-on-quarter [1] - Full year 2025 sales revenue: $9.327 billion, up 16.2% year-on-year [1] - Gross margin for 2025: 21.0%, up 3.0 percentage points year-on-year [1] - **2026 Outlook** - Q1 2026 sales revenue expected to be flat quarter-on-quarter [1] - Gross margin forecast for Q1 2026: between 18% and 20% [1] - The company anticipates that sales revenue growth in 2026 will exceed the average of comparable peers, with capital expenditures remaining roughly stable compared to 2025 [1]