《大行報告》高盛降中芯(00981.HK)評級至「中性」 目標價下調至20.2元
高盛發表研究報告指,雖然仍然看好中芯國際(00981.HK)長期增長前景,但由於行業進入下行週期,以及智能手機與消費電子產品需求放緩,預期公司近期利潤增長將放緩,預測收入將從今年第二至第三季的按年增長40%及29%,放緩至第四季的增長10%,明年首季料下跌6%,至明年第二季才恢復增長6%。
高盛預測,中芯今年營業利潤將按年升30%,明年則跌5%;若剔除去年一次性收入的影響,則預期今年營業利潤及稅前利潤將增長56%及19%
鑑於市場需求疲軟,高盛將中芯2023至2028年收入預測削減1%,毛利率預測下調0.4至0.7個百分點,2023至2028年的營業利潤和淨利潤預測亦下調3%至5%,目標價下調至20.2元,評級由「買入」降至「中性」 。
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