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，概不對因本公告全部或任何部份內容而產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 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《關於本次交易相關內幕信息知情人買賣股票情況 的自查報告的公告》《國泰海通證券股份有限公司關於本次交易相關內幕信息知情人買賣股票 情況的自查報告的核查意見》《上海市錦天城律師事務所關於本次交易相關內幕信息知情人買 賣股票情況的自查報告的核查意見》，僅供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / ...

Core Viewpoint - China's largest contract chipmaker, Semiconductor Manufacturing International Corp (SMIC), reported a significant profit increase of 60.7% year-on-year in the fourth quarter [1] Company Summary - SMIC's profit growth indicates strong performance in the semiconductor industry, reflecting increased demand for chip manufacturing services [1]

Core Viewpoint - SMIC reported a total revenue of 17.813 billion yuan for Q4 2025, representing a year-on-year increase of 11.9%, while net profit reached 1.223 billion yuan, up 23.2% year-on-year [1] Financial Performance - In Q4 2025, the total profit was 1.602 billion yuan, a decrease of 41.5% year-on-year [1] - For the entire year of 2025, the company achieved sales revenue of 9.327 billion USD, reflecting a growth of 16.2% year-on-year [1] - The gross margin for 2025 was 21.0%, an increase of 3.0 percentage points year-on-year [1] - Capital expenditure for 2025 was 8.1 billion USD [1] Production Capacity - By the end of 2025, the monthly production capacity for 8-inch standard logic reached 1.059 million wafers, an increase of approximately 110,000 wafers year-on-year [1] - Total shipments amounted to approximately 9.7 million wafers, with an average annual capacity utilization rate of 93.5%, up 8 percentage points year-on-year [1] Future Outlook - For Q1 2026, the company expects sales revenue to remain flat quarter-on-quarter, with a gross margin projected between 18% and 20% [1] - In the absence of significant changes in the external environment, the 2026 guidance indicates that sales revenue growth will exceed the average of comparable peers, with capital expenditure expected to remain roughly the same as in 2025 [1] Profitability Factors - The decrease in total profit for Q4 2025 was primarily due to increased financial expenses and a decline in investment income [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, increased year-on-year due to higher wafer sales volume, improved capacity utilization, and changes in product mix [1]

（文章来源：每日经济新闻） 每经AI快讯，2月10日，中芯国际公告称，展望2026年，对中芯国际而言，产业链回流的机遇与存储大 周期带来的挑战并存。综合各因素，公司给出的一季度指引为：销售收入环比持平，毛利率在 18%~20%之间。在外部环境无重大变化的前提下，公司给出的2026年指引为：销售收入增幅高于可比 同业的平均值，资本开支与2025年相比大致持平。 ...

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，概不對因本公告全部或任何部份內容而產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 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《中芯國際2025年第四季度業績快報公告》，僅供 參閱。 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 中國上海，2026 年 2 月 10 日 於本公告日期，本公司董事分別為： 執行董事 劉訓峰 非執行董事 魯國慶 陳山枝 楊魯閩 黃登山 獨立非執行董事 范仁達 劉明 吳漢明 陳信元 * ...

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 2025年 12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。 以下爲本公司及其子公司(「本集團」)於 2026 年 2 月 10 日就截至 2025 年 12 月 31 日止三個月的未經 審核業績公佈全文。 除非特別指明，所有貨幣以美元列賬。 中國上海─ 2026 年 2 月 10 日─ 國際主要半導體代工製造商中芯國際集成電路製造有限公司(香港聯交所 股份代號：00981；上交所科創板證券代碼：688981)(「中芯國際」、「本公司」或「我們」)於今日公佈 截至 2025 年 12 月 31 日止三個月的綜合經營業績。 * 僅供識別 ...

Core Viewpoint - SMIC reported a net profit of 1.22 billion yuan in the fourth quarter, representing a year-on-year increase of 23.2% [1] Financial Performance - The net profit for the fourth quarter was 1.22 billion yuan [1] - This reflects a growth of 23.2% compared to the same period last year [1]

Group 1 - The core point of the article is that Fuman Microelectronics (富满微) has announced a collaboration with SMIC (中芯国际) on an interactive platform [1] Group 2 - The collaboration indicates a strategic partnership that may enhance Fuman Microelectronics' capabilities in the semiconductor industry [1] - This partnership could potentially lead to new product developments and market opportunities for both companies [1] - The announcement reflects the growing trend of collaboration among semiconductor companies to leverage each other's strengths [1]

Core Viewpoint - The simultaneous release of refinancing optimization measures by Shanghai, Shenzhen, and Beijing stock exchanges marks a significant transformation in China's capital market, aimed at enhancing capital allocation efficiency and reshaping the A-share market landscape [1]. Group 1: Policy Framework and Differences - The policy frameworks of the three exchanges are highly similar, focusing on "supporting the strong, limiting the weak, promoting innovation, and enhancing convenience and regulation" [2]. - Shanghai Stock Exchange emphasizes "main board" characteristics, tailoring financing rules for large, mature technology companies [2]. - Shenzhen Stock Exchange adopts a bolder stance on supporting technology innovation, easing fundraising restrictions for growth-oriented enterprises [2]. - Beijing Stock Exchange focuses on "innovative small and medium-sized enterprises," addressing their financing challenges with flexible policies [2]. Group 2: Strategic Insights on Separate Announcements - The decision to release policies on the same day rather than a joint announcement reflects the nuanced wisdom of tiered regulation in China's capital market [3]. - Different market positioning allows each exchange to cater to the unique characteristics and needs of the enterprises they serve, avoiding a one-size-fits-all approach [3]. - The simultaneous release creates a strong policy resonance, reinforcing market perception of deepening capital market reforms while maintaining the distinct identities of each exchange [3]. Group 3: Deep Impacts on Market Perception - The new measures aim to shift the long-standing fear of "blood-sucking" effects of refinancing, which was believed to drain market funds and destabilize the market [4]. - The principle of "supporting the strong, limiting the weak" will act as a catalyst for market differentiation, favoring quality companies, especially in hard technology, while raising barriers for poorly performing firms [4]. - The policy directs resources towards "new productive forces," providing strong support for leading companies in sectors like semiconductors, AI, biomedicine, and high-end manufacturing [5]. - Allowing companies that have experienced stock price declines to raise funds through methods like private placements and convertible bonds offers a lifeline to solid businesses facing temporary challenges [6]. - A complete regulatory loop is established, tightening post-fundraising supervision while relaxing initial approvals, transforming refinancing from a mere "money-raising tool" to an "engine" for corporate development [7]. Group 4: Implications for Investors - The coordinated actions of the three exchanges signify the entry of China's refinancing mechanism into a "precise drip irrigation" era, providing tailored financing support for different types of enterprises [8]. - Investors are advised to focus on genuinely innovative and well-governed companies while avoiding those that merely chase trends without substance [8]. - The transformation of refinancing from a "blood-sucking machine" to a "blood-producing pump" is expected to enhance the value discovery function of the A-share market, leading to a healthier and more vibrant capital market [8].

Group 1 - The core viewpoint of the article highlights the performance of the 科创芯片 ETF (GFA) on February 10, with an opening increase of 0.85% to 0.953 yuan [1] - The major holdings of the 科创芯片 ETF include companies such as 海光信息, 中芯国际, and others, with varying performance on the same day [1] - The performance benchmark for the 科创芯片 ETF is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by 广发基金管理有限公司, with a return of -5.38% since its establishment on January 21, 2026 [1]