中芯国际交出了一份喜忧参半的Q2成绩单。虽然营收同比保持强劲增长态势，但净利润大幅下滑，Q3 指引较为谨慎，暴露出这家晶圆代工巨头正面临的现实挑战。 中芯国际周四发布二季度财报，关键要点如下： 盈利情况 Q2营收22.09亿美元，同比增长16.2%，但环比下降1.7%；上半年营收44.6亿美元，同比增长22.0%。 Q2毛利为4.5亿美元，环比下降11.1%；毛利率20.4%，环比下降2.1个百分点，但较去年同期大幅提升 6.5个百分点；上半年毛利率21.4%，同比提升7.6个百分点。 Q2净利润1.325亿美元，同比下降19%，且不及市场预估的1.671亿美元。 产能利用率92.5%，环比提升2.9个百分点。 | | 2025 年 | 2025 年 | 季度比較 | 2024 年 | 年度比較 | | --- | --- | --- | --- | --- | --- | | | 第二季度 | 第一季度 | | 第二季度 | | | 收入 | 2.209.066 | 2.247.201 | -1.7% | 1.901.276 | 16.2% | | 销售成本 | (1.759.267) | (1.741.3 ...

(本文来自第一财经) 南向资金今日净买入6.61亿港元。其中小米集团-W、中芯国际、阿里巴巴-W净买入额位列前三，分别 获净买入17.22亿港元、5亿港元、4.93亿港元。净卖出方面，盈富基金、泡泡玛特、英诺赛科分别遭净 卖出47.2亿港元、2.83亿港元、0.29亿港元。 ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 661 million HKD today [1] - Notable net purchases include Xiaomi Group-W at 1.722 billion HKD, SMIC at 499 million HKD, Alibaba-W at 492 million HKD, and Tencent Holdings at 426 million HKD [1] - Southbound funds have net bought Tencent for 11 consecutive days, totaling 6.3707 billion HKD, and Alibaba for 4 consecutive days, totaling 2.60865 billion HKD [1] Group 2 - The net selling included the Tracker Fund of Hong Kong at 4.72 billion HKD and Pop Mart at 283 million HKD [1] - Xiaomi Group-W experienced a price drop of 4.0% with a net buy of 1.767 billion HKD [3] - The Tracker Fund of Hong Kong had a slight increase of 0.6% but saw a significant net sell of 4.72 billion HKD [3]

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) * 仅供识别 -1- 2025 年第二季的销售收入为 2,209.1 百万美元，2025 年第一季的销售收入为 2,247.2 百万美元， 2024 年第二季的销售收入为 1,901.3 百万美元。 2025 年第二季毛利为 449.8 百万美元，2025 年第一季毛利为 505.9 百万美元，2024 年第二季毛 利为 265.1 百万美元。 2025 年第二季毛利率为 20.4%，2025 年第一季毛利率为 22.5%，2024 年第二季毛利率为 13.9%。 以下声明为前瞻性陈述，基于目前的预期并涵盖风险和不确定性。 2025 年第三季指引 本公司预期国际财务报告准则下的指 ...

公司预期三季度指引，收入环比增长5%至 7%；毛利率介于18%至20%的范围內。 本文源自：财华网 期內，集团毛利率为20.4%，环比下降2.1个百分点；产能利用率92.5%，环比增长2.9个百分点。 根据一、二季度未经审核的财务资料，公司上半年销售收入为44.6亿美元，较去年同期增长22.0%；毛 利率21.4%，较去年同期提升7.6个百分点。 【财华社讯】中芯国际(00981.HK)公布，截至2025年6月30日止三个月，公司整体实现销售收入22.09亿 美元，同比增长16.2%，环比下降1.7%；公司拥有人应占利润1.32亿元，同比下降19.5%，环比下降 29.5%；每股基本盈利0.02美元。 ...

格隆汇8月7日｜中芯国际：2025年Q2营收22.09亿美元，同比增长16.2%，环比下降1.7%；毛利为4.5亿美元，环比下降 11.1%，同比增长69.7%；毛利率为20.4%，环比下降2.1个百分点，但较去年同期大幅提升6.5个百分点；公司拥有人应占 利润1.325亿美元，环比下降29.5%，同比下降19.5%。 | | 2025 年 | 2025 年 | 季度比較 | 2024 年 | 年度比較 | | --- | --- | --- | --- | --- | --- | | | 第二季度 | 第一季度 | | 第二季度 | | | 收入 | 2,209,066 | 2.247.201 | -1.7% | 1,901,276 | 16.2% | | 鎖售成本 | (1,759,267) | (1,741,333) | 1.0% | (1,636,183) | 7.5% | | 毛利 | 449.799 | 505,868 | -11.1% | 265.093 | 69.7% | | 經營開支 | (299,122) | (196,297) | 52.4% | (177,953) | 68.1% | ...

中芯国际2025年第二季度产能利用率升至92.5%。 ...

三季度，公司给出的收入指引为环比增长5%到7%，毛利率指引为18%到20%。2025年第三季指引：本 公司预期国际财务报告准则下的指引为季度收入环比增长5%至7%。毛利率介于18%至20%的范围内。 格隆汇8月7日丨中芯国际(688981.SH)公布，二季度，公司整体实现销售收入22.09亿美元，环比下降 1.7%；毛利率为20.4%，环比下降2.1个百分点；产能利用率92.5%，环比增长了2.9个百分点。根据一、 二季度未经审核的财务数据，公司上半年销售收入为44.6亿美元，较去年同期增长22.0%；毛利率 21.4%，较去年同期提升7.6个百分点。 ...

人民财讯8月7日电，中芯国际在港交所公告，2025年第二季度的销售收入为22.09亿美元，环比下降 1.7%。根据一、二季度未经审核的财务资料，公司上半年销售收入为44.6亿美元，较去年同期增长 22.0%；毛利率21.4%，较去年同期提升7.6个百分点。三季度，公司给出的收入指引为环比增长5%到 7%，毛利率指引为18%到20%。 ...

Core Viewpoint - The semiconductor sector is experiencing a significant rally, driven by a combination of policy changes, market sentiment, and strong performance from key companies in the industry [2][3]. Group 1: Market Performance - The semiconductor index rose by 2%, leading the A-share market, with a net inflow of 3.485 billion yuan in main funds, significantly outperforming other sectors [2]. - The semiconductor index has recorded four consecutive days of gains this week, with a cumulative increase of 5.24% [2]. - Key stocks such as 富满微 (Fuman Micro), 东芯股份 (Dongxin), 阿石创 (Ashichuang), and 晶华微 (Jinghua Micro) hit the 20%涨停 (limit up) mark, indicating strong investor interest [3][5]. Group 2: Policy Impact - Trump's announcement of a 100% tariff on semiconductor imports, while offering exemptions for companies that commit to building factories in the U.S., has heightened the urgency for domestic semiconductor self-sufficiency [3][6]. - The market interpreted this policy as a catalyst for accelerating the domestic semiconductor supply chain adjustments, leading to increased investments in local equipment, materials, and manufacturing companies [3][6]. Group 3: Company Insights - 富满微 (Fuman Micro) is a leader in power management chips, benefiting from the urgency for domestic alternatives due to tariff policies and increasing orders for AI server power chips [8]. - 东芯股份 (Dongxin) specializes in small-capacity storage chips and is expected to benefit from the domestic storage chip localization process and a recovering niche storage price trend [8]. - 阿石创 (Ashichuang) is one of the few companies with a complete sputtering target supply chain, focusing on semiconductor materials, which are critical for chip manufacturing [8]. Group 4: Financial Performance and Expectations - 华虹半导体 (Huahong Semiconductor) reported a Q2 2025 revenue of 566 million USD, a year-on-year increase of 18.3%, with a strong Q3 guidance of 620 to 640 million USD [9][11]. - The semiconductor industry is entering a recovery phase, with global silicon wafer shipments reaching 3.327 billion square inches in Q2 2025, marking a year-on-year increase of 9.6% [14]. - The demand for AI chips is surging, with companies like TSMC raising their revenue growth forecasts, reflecting strong market sentiment [14][18]. Group 5: Future Outlook - The combination of external pressures and internal policy support is expected to sustain interest in the semiconductor sector, with a focus on domestic alternatives [13][19]. - The upcoming peak season for Apple’s product inventory in August and September is likely to boost related semiconductor companies' performance [11].