登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 中芯国际集成电路制造有限公司 2025年第四季度业绩快报公告 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、准确性和完整性依法承担法律责任。 ● 本公司已于上海证券交易所及香港联合交易所同步披露依国际财务报告准则编制的未经审核业绩公 告，提请投资者注意与本公告区别。 一、2025年第四季度主要财务数据和指标 单位：千元 币种：人民币 ■ 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素。 特别提示： ● 本公告所载的中芯国际集成电路制造有限公司（以下简称"公司"）财务数据为初步核算数据，未经会 计师事务所审计，具体数据以公司2025年经审计的年度报告为准，提请投资者注意投资风险。 ● 本公告财务数据按中国企业会计准则编制并呈列。 2025年第四季度报告期内，公司实现营业收入人民币17,812.8百万元，较上年同期增长11.9%；毛利为 人民币3,095.9百万元，毛利率为17.4%。 2025年度未经审计的营业收入为人民币67,323.2百万元，上年营业收入为人 ...

Group 1 - The Sci-Tech Innovation Board Composite Index (Sci-Tech Index) has been operating smoothly for one year since its official release on January 20, 2025, and has become a key tool for investors to observe and share the dividends of China's new productive forces [2] - As of February 10, 2025, the Sci-Tech Index covers 580 samples with a market capitalization coverage exceeding 90%, and the weight of constituent stocks with a total market value above 10 billion yuan has increased by 15.1% since its release [2] - The index has gained recognition among investors, with a total of 49 fund managers launching 81 index funds related to the Sci-Tech Index, achieving a combined scale of 25.8 billion yuan as of February 9, 2025 [4] Group 2 - The Sci-Tech Board has gathered over 600 companies, with the latest addition being the listing of Yuhang Power on February 10, 2025, marking it as the 603rd listed company [5] - The total R&D investment of Sci-Tech Board companies reached 132.864 billion yuan in the first three quarters of 2025, which is 2.7 times the net profit of the board, with a median R&D investment ratio of 12.5% of operating income, significantly higher than other A-share sectors [5] - As of February 9, 2025, 391 companies on the Sci-Tech Board have disclosed their expected performance for 2025, with over 60% of them reporting a year-on-year increase in net profit [6] Group 3 - The integrated circuit and biopharmaceutical industries are experiencing a recovery in prosperity, with 87 companies in the integrated circuit sector expected to see a combined net profit increase of approximately 9.949 billion yuan due to demand from emerging applications like artificial intelligence [7] - In the innovative drug sector, 26 companies are projected to increase their net profit by 1.449 billion yuan in 2025, with 18 companies reporting a total revenue of 24.157 billion yuan, reflecting a year-on-year growth of 34.9% [7]

Core Insights - The news highlights significant corporate announcements and performance reports from various companies, indicating potential investment opportunities and market movements. Group 1: Corporate Announcements - Ge Weidong invested 1 billion yuan to subscribe for shares in Jianghuai Automobile's private placement, acquiring approximately 20.05 million shares at a price of 49.88 yuan per share, contributing to a total fundraising of about 3.5 billion yuan from eight investors [3][4] - *ST Cube completed its suspension review and will resume trading on February 11, 2026, after confirming no undisclosed significant matters related to the company [2] - Yunnan Baiyao plans to invest 137 million yuan in a second phase project for oral liquid production to meet growing market demand [11] Group 2: Performance Reports - Semiconductor manufacturer SMIC reported a 23.2% year-on-year increase in net profit for Q4 2025, reaching 1.223 billion yuan, driven by increased wafer sales and improved capacity utilization [5] - Special Biological Company reported a net profit of 1.038 billion yuan for 2025, reflecting a 25.39% increase year-on-year, attributed to stable sales of key products and new product approvals [6] - New Zobang achieved a net profit of 1.098 billion yuan in 2025, marking a 16.56% increase compared to the previous year [6] Group 3: Fundraising and Restructuring - New Han New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Chutian Long intends to raise up to 760 million yuan for the development of innovative safety products and digital operations [8] - Yi Yi Co. decided to terminate its plan to acquire 100% equity of a pet food company due to changes in the target company's operational conditions [8] Group 4: Major Contracts and Investments - Yunjiji Group signed an EPC contract worth 1.331 billion yuan for a cement production line and power station in Zimbabwe, representing 86.66% of the company's audited revenue for 2024 [9] - Solar Energy's subsidiary plans to acquire 100% of Jinhua Windling for 527 million yuan, enhancing its position in the solar power industry [9] - Yutong Technology intends to acquire 51% of Huayan Technology for 448.8 million yuan, which will become a subsidiary post-transaction [9]

Mergers and Acquisitions - Yiyi Co. has terminated the acquisition of 100% equity in Hangzhou Gaoye Family due to failure to reach an agreement on valuation with the counterparties, influenced by the company's adjustments in sales models and new product promotions for the 2025 Double Eleven event [1] - Solar Energy's wholly-owned subsidiary, China Energy Conservation Solar Technology Co., plans to acquire 100% equity in Jinhua Windling New Energy Development Co. for 527 million yuan, with the target company's audited book value at 545 million yuan as of August 31, 2025. This transaction does not constitute a major asset reorganization [2] Performance Disclosure - SMIC reported a net profit of 5.041 billion yuan for 2025, reflecting a year-on-year growth of 36.3%, with operating revenue of 67.323 billion yuan, up 16.5% [3] - Tebao Bio announced a total operating revenue of 3.696 billion yuan for 2025, marking a year-on-year increase of 31.18%, and a net profit attributable to the parent company of 1.038 billion yuan, up 25.39% [4] - Guoke Tiancai reported an operating revenue of 1.102 billion yuan for 2025, a year-on-year growth of 14.73%, with a net profit of 204 million yuan, increasing by 17.94% [5] Shareholding Changes - Haitai Technology's controlling shareholder, Sun Wenqiang, plans to reduce his stake by up to 3.00%, amounting to a maximum of 2.9845 million shares due to personal financial needs [6] - Rike Chemical's shareholder, Zhao Dongri, intends to reduce his holdings by no more than 3%, equating to a maximum of 1.3498 million shares [7] - Magu Technology's shareholder, Baolifeng, along with its concerted actor Dong Jiyong, plans to reduce their holdings by up to 3%, totaling a maximum of 2.1496 million shares [8]

据悉，由于需求激增，中国大陆晶圆厂已将8英寸芯片工艺价格上调约10%，部分订单涨幅甚至触及20%。因应供需吃紧，包含中芯国际、世界先进与三星 等代工厂均酝酿涨价，范围涵盖各类制程与客户，此波涨势预计延续至2026年。 | 项目 | 2025 年第四季度 | 2024 年第四季度 | 增减变动 幅度 | | --- | --- | --- | --- | | | (10-12月) | (10-12月) | | | | | | (%) | | 营业总收入 | 17,812,776 | 15.916.850 | 11.9 | | 营业利润 | 2,114,049 | 2,746,202 | -23.0 | | 利润总额 | 1,602,415 | 2,738,330 | -41.5 | | 归属于上市公司股东的 | 1,222,663 | 992,473 | 23.2 | | 浄利润 | | | | | 归属于上市公司股东的 | | | | | 扣除非经常性损益的净 | 947,416 | 445,967 | 112.4 | | 利润 | | | | /扫码加入行业交流群/ 金刚石、碳化硅、热管理、精密加工等产业同 ...

2月10日晚间，中芯国际发布2025年第四季度业绩快报。 财报显示，2025年第四季度报告期内，公司实现营业收入人民币178.13亿元，同比增长11.9%；毛利为 人民币30.96亿元，毛利率为17.4%；同期实现归属于上市公司股东的净利润12.23亿元，同比增长 23.2%。 对于业绩变动原因，中芯国际表示，主要是由于2025年晶圆销售量增加、产能利用率上升及产品组合变 动所致。 按照国际财务报告准则：公司去年四季度实现销售收入24.89亿美元，环比增长4.5%，毛利率为19.2%， 产能利用率保持在95.7%。 2025年，半导体产业链向本土化切换带来的重组效应贯穿全年。根据未经审核的财务数据，2025年公司 销售收入为93.27亿美元，同比增长16.2%。毛利率为21.0%，同比上升3.0个百分点。2025年公司资本开 支为81.0亿美元。年底折合8英寸标准逻辑月产能为105.9万片，同比增加约11万片。出货总量约970万 片，年平均产能利用率为93.5%，同比提升8个百分点。 在去年11月召开的第三季度业绩会上，中芯国际高层曾分析和展望称，四季度虽然是传统淡季，客户备 货有所放缓，但产业链切换迭代效应 ...

Group 1: Company Announcements - Changfei Fiber currently does not engage in CPO-related business [1] - GCL-Poly Energy lacks production capacity for "space photovoltaic" products [1] - Zhongke High-tech plans to invest 145 million yuan in a new PCB drill pin project with an annual capacity of 30 million units [1] - Samsung Medical's wholly-owned subsidiary is expected to win a bid for a 321 million yuan project from Southern Power Grid [1] - Solar Energy's subsidiary intends to acquire 100% equity of Jinhua Windling [1] - SMIC expects a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [2] - Kying Network has conducted its first buyback of 2.061 million shares [1] - Runbei Aerospace's controlling shareholder plans to reduce its stake by up to 3% [1] - Zhen'an Technology plans to raise no more than 740 million yuan through a private placement [1] - Jiangsu New Energy intends to issue convertible bonds to raise no more than 1.24 billion yuan [1] Group 2: Investment Projects - Kangda New Materials' subsidiary plans to invest in a project with an annual output of 30,000 tons of polyarylether [1] - China Shipbuilding Industry Corporation plans to build a comprehensive materials park [1] - Dong'a Ejiao intends to invest 1.485 billion yuan in a health consumer goods industrial park [1] - Hongda Co., Ltd. plans to invest approximately 71.43 million yuan in a 110kV power transmission and transformation project [1] Group 3: Share Buybacks and Reductions - Kying Network has executed its first buyback of 2.061 million shares [3] - Huasen Pharmaceutical's Liu Xiaoying plans to reduce her stake by up to 3% [3] - Wushang Group's Dazi Yintai plans to reduce its stake by up to 3% [3] - Runbei Aerospace's controlling shareholder plans to reduce its stake by up to 3% [3]

Group 1 - Changfei Fiber is currently not engaged in CPO-related business [1] - GCL-Poly Energy does not have the production capacity for "space photovoltaic" products [1] - Zhongke High-tech plans to invest 145 million yuan to implement a new PCB drill needle project with an annual capacity of 30 million units [1] - Samsung Medical's wholly-owned subsidiary is expected to win a bid for a 321 million yuan project from Southern Power Grid [1] - Solar Energy's subsidiary plans to acquire 100% equity of Jinhua Windling [1] - SMIC expects a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [1] - Xiying Network has repurchased 2.061 million shares for the first time [1] - Runbei Aerospace's controlling shareholder plans to reduce holdings by no more than 3% [1] - Zhen'an Technology plans to raise no more than 740 million yuan through a private placement [1] - Jiangsu New Energy plans to issue convertible bonds to raise no more than 1.24 billion yuan [1] Group 2 - Hengdian Film and Television may apply for a trading suspension if its stock price continues to rise abnormally [1] - Kangda New Materials' subsidiary plans to invest in a project with an annual output of 30,000 tons of polyarylether [1] - Zhongchuan Hanguang plans to build a comprehensive materials park [1] - Huichuan Technology expects a net profit growth of 16%-26% for 2025 [1] - Yutong Technology plans to acquire 51% of Huayan Technology [1] - Weilan Bio's subsidiary plans to acquire 50% equity of Aidi Meng Weilan for 47 million yuan [1] - Kaiying Network has repurchased 2.061 million shares for the first time [2] - Wushang Group's Dazhi Yintai plans to reduce holdings by no more than 3% [2] - Newhan New Materials plans to raise no more than 1 billion yuan for an annual production of 8,100 tons of high-performance resin [2]

| 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 腾讯控股 | 22.38亿 | 29.91亿 | 52.29 乙 | | HK 00700 | | | -7.53 Z | | 阿里巴巴-W | 15.42 乙 | 11.11亿 | 26.52 乙 | | HK 09988 | | | +4.31 乙 | | 长飞光纤 ... | 9.70亿 | 10.91亿 | 20.61亿 | | HK 06869 | | | -1.21 乙 | | 美团-W | 11.68 乙 | 8.05亿 | 19.74 Z | | HK 03690 | | | +3.63 乙 | | 港股通(沪)活跃成交股 | | --- | | HK 09988 | 1.7110 | | -2.70 Z | | --- | --- | --- | --- | | 长飞光纤 ... | 8.08亿 | 4.00 亿 | 12.08亿 | | HK 06869 | | | +4.08亿 | | 中芯国际 | 4.93亿 | 6.68 亿 | 11.61亿 | ...

Company Focus - Ge Weidong subscribed for 1 billion yuan of Jianghuai Automobile's private placement shares [2] - Semiconductor Manufacturing International Corporation (SMIC) reported a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [2] - Hengdian Film's box office for three Spring Festival films, including "Fast and Furious Life 3," remains uncertain, and the company may apply for a trading suspension if stock prices rise significantly [3] - China Tungsten High-Tech plans to invest 145 million yuan in a new PCB drill needle project with an annual capacity of 30 million units [3] Investment & Contracts - Yiyi Co. terminated the acquisition of 100% equity in Hangzhou Gao Ye Jia You Hao Duo Mao Pet Food Co., Ltd. due to changes in the target company's business conditions [9] - Jiangsu New Energy plans to issue convertible bonds to raise no more than 1.24 billion yuan [18] Shareholding Changes & Buybacks - Wang Jianfeng, a shareholder of Runbei Aerospace, plans to reduce holdings by up to 3% [13] - Liu Chengyan, a director of Wangsu Technology, intends to reduce holdings by no more than 1.07% [14] Operations & Performance - Huichuan Technology expects a net profit increase of 16%-26% in 2025, with good growth in the electric vehicle business [15] - China Railway Construction recently won major contracts totaling 451.42 billion yuan [16] - The company "Ningde Times" successfully issued 5 billion yuan in green technology innovation bonds [20]