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].

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。 智通财经APP讯，中芯国际(00981)发布截至2025年6月30日止三个月第二季度业绩，该集团取得收入 22.09亿美元，同比增加16.2%，环比减少1.7%;公司拥有人应占利润1.32亿美元，同比减少19.5%，环比 减少29.5%;每股盈利0.02美元。 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%。 ...

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%。 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。 格隆汇8月7日丨中芯国际(00981.HK)公布2025年第二季度业绩，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，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。 ...

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。 中國上海─ 2025 年 8 月 7 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 6 月 30 日止三個月的綜合經營業績。 *僅供識別 -1- 2025 年第二季的銷售收入為 2,209.1 百萬美元，2025 年第一季的銷售收入為 2,247.2 百萬美元， 2024 年第二季的銷售收入為 1,901.3 百萬美元。 2025 年第二季毛利為 449.8 百萬美元，2025 年第一季毛利為 505.9 百萬美元，2024 年第二季毛 利為 265.1 百萬美元。 2025 年第二季毛利率為 20.4%，2025 年第一季毛利率為 22.5%，2024 年第二季毛利率為 13.9%。 以下聲明爲前瞻性陳述，基於目前的預期並涵蓋風險和不確定性。 SEM ...

Group 1 - The core viewpoint of the report highlights the strong growth in North American computing power, which has positively impacted the related supply chain, particularly in the switch and server industries benefiting from the ASIC trend [1] - TSMC has raised its annual revenue growth forecast from approximately 25% to around 30%, indicating sustained high demand in the industry [1] - Global silicon wafer shipments in 2Q25 reached 3.327 billion square inches, marking a year-on-year increase of 9.6% and a quarter-on-quarter increase of 14.9%, the highest since 3Q23 [1][2] Group 2 - Major overseas tech companies are increasing capital expenditures, with Microsoft reporting $24.2 billion in capital spending for FY4Q25, a 27% year-on-year increase, and expected to exceed $30 billion in FY1Q26 [3] - Meta has raised its capital expenditure forecast for the year from $64-72 billion to $66-72 billion, while Google has increased its plan from approximately $75 billion to about $85 billion [3] - The recovery of niche storage prices is observed, with companies like Winbond seeing demand for NOR Flash and SLC NAND products increase, leading to a price rise for 128Mb NOR Flash since May [4] Group 3 - The importance of domestic computing power chips is emphasized due to geopolitical factors and network security concerns, with a focus on companies like Cambricon and Aojie Technology [5] - The State Council has approved a plan to accelerate the commercialization of AI applications, indicating a strong policy signal for the AI sector [7] - The global TV panel shipment volume decreased by 7% year-on-year in 2Q25, but panel manufacturers are expected to increase utilization rates in August and September as inventory levels normalize [8]

盘面上，大型科技股多数呈现上涨行情，阿里巴巴涨2.4%，京东、百度涨近2%，美团涨1%，大和预计 Q2智能手机出货量或低于预期，小米逆势跌超4%；芯片制造商未受美国关税威胁影响，半导体股低开 后拉升上扬，其中，英诺赛科涨近12%，权重中芯国际涨3%；澳门博彩业强势复苏获机构唱好，濠赌 股集体上涨；克而瑞数据显示65家典型房企7月融资总量再创2025年新高，内房股普遍表现活跃，隔夜 美股市场苹果股价大涨5%，刺激市场苹果概念股集体走强，其中，高伟电子涨10%领衔。 另一方面，此前连续上涨的生物医药股集体低迷，创新药方向跌幅明显，诺诚健华、康方生物、泰格医 药(300347)、药明生物跌幅居前，军工股、钢铁股、新消费概念股、机器人概念股走低。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 名称 | 最新价 | 涨跌幅 | | --- | --- | --- | ...

8月6日，南下资金净买入港股94.85亿港元。 晶泰控股：8月5日晚间，晶泰控股披露一笔重磅订单：与美国新药公司DoveTree完成总订单规模约60亿美元的管线合作签约。这笔交易刷新了AI制药出海 订单规模纪录。 其中：净买入腾讯控股15.18亿、阿里巴巴-W 8.76亿、中芯国际6.11亿、晶泰控股5.32亿、康方生物1.37亿、理想汽车-W 1.19亿；净卖出小米集团-W 2.29 亿、泡泡玛特2.23亿、美团-W 1.47亿。 据统计，南下资金已连续10日净买入腾讯，共计59.4402亿港元；连续3日净买入阿里巴巴，共计21.1572亿港元；连续3日净买入中芯国际，共计9.5105亿港 元。 | | 了反應 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 腾讯控股 | 1.7% | 7.18 | 45.54亿 | 面乘控股 | | 品泰控股 | 12.4% | 4.75 | 45.18亿 | 阿里巴巴-W | | 阿里巴巴-W | 0.6% | 6.78 | 31.64亿 | 美团-W | | 中芯国 ...

数据显示，2025年1月1日至8月5日期间，韩国投资者净买入中芯国际股票金额达2603.77万美元。中芯 国际被纳入韩国新推出的中国AI大科技TOP2+指数成分股，该指数前十大重仓股还包括阿里巴巴、腾讯 控股等知名企业。此外，优艾智合近期发布的"凌枢"工业人形机器人已在中芯国际等企业实现应用落 地。 8月6日，中芯国际主力资金净流入8397.02万元，占流通市值比为0.05%。近五日主力资金净流出 30714.05万元，占流通市值比为0.17%。 截至2025年8月6日15时29分，中芯国际最新股价为90.78元，较前一交易日上涨0.87%。当日开盘价为 89.86元，最高触及91.00元，最低下探89.53元，成交量为267798手，成交金额达24.19亿元。 中芯国际是中国大陆规模最大、技术最先进的集成电路制造企业，主要从事半导体晶圆代工业务。公司 提供0.35微米到14纳米不同技术节点的晶圆代工与技术服务，产品广泛应用于消费电子、通讯、计算 机、工业控制等领域。 风险提示：市场有风险，投资需谨慎。 本文源自：金融界 作者：A股君 ...

南向资金今日净买入94.85亿港元。其中，腾讯控股、阿里巴巴-W、中芯国际净买入额位列前三，分别 获净买入15.18亿港元、8.76亿港元、6.12亿港元；小米集团-W、泡泡玛特、美团-W分别遭净卖出2.29 亿港元、2.23亿港元、1.48亿港元。 ...

Core Viewpoint - SMIC (Semiconductor Manufacturing International Corporation) is a leading integrated circuit manufacturing company in China, showing strong financial performance and significant market presence in the semiconductor industry [3][7]. Company Overview - SMIC is the largest and most advanced integrated circuit manufacturing enterprise in mainland China, providing a range of services including wafer foundry, design services, and IP support [3]. - The company was established on April 3, 2000, and went public on July 16, 2020. Its main business revenue composition includes 92.13% from integrated circuit wafer manufacturing, 6.68% from other services, and 1.19% from supplementary services [7]. - As of March 31, 2025, SMIC reported a revenue of 16.301 billion yuan, representing a year-on-year growth of 29.44%, and a net profit of 1.356 billion yuan, with a significant increase of 166.50% year-on-year [7]. Investment and Market Position - The company has received investment from the National Integrated Circuit Industry Investment Fund, holding a 1.61% stake in SMIC [2]. - SMIC ranks second globally among pure-play foundries and is the top player among mainland Chinese companies [3]. Stock Performance - On August 6, SMIC's stock price increased by 0.87%, with a trading volume of 2.419 billion yuan and a market capitalization of approximately 724.998 billion yuan [1]. - The average trading cost of SMIC's shares is 90.52 yuan, with the stock currently near a support level of 90.50 yuan [6]. Shareholder Information - As of March 31, 2025, SMIC had 258,000 shareholders, with an average of 8,042 shares held per shareholder, reflecting a decrease of 3.82% from the previous period [7]. - Major shareholders include various ETFs, with notable reductions in holdings among top shareholders [8].