SMIC (00981.HK) Commentary Report: Strong and Sustained Demand for AI-Related Products; Rising Volumes and Prices Drive Profitability Improvement
SMIC (00981.HK): A Strategic National Asset, Breaking the Impasse to Embrace Chips—Driven by Both Cyclical Bottoming and Domestic Substitution
SMIC (688981): Q2 2026 results exceeded expectations, with guidance indicating continued improvement in Q3 profitability.
SMIC (0981.HK): We are optimistic about the revenue potential driven by price hikes in 2H26 products.
SMIC (0981.HK): Strong demand for AI‑related chips; next quarter's gross margin guidance exceeds expectations.
Major Bank Ratings | CMB International: SMIC's Q2 results and current quarter guidance beat expectations; target price raised to HK$119
Citi raises target prices and earnings estimates for SMIC and Hua Hong Hongli; Q2 results beat expectations, with positive guidance for the current quarter
SMIC (0981.HK) Q2 2026 Earnings Review: Results Improve Quarter by Quarter, Exceeding Market Expectations
Goldman Sachs: Raises SMIC (00981) target price to HK$153, expects capacity utilization to remain high in the third quarter
Jefferies Adjusts Semiconductor Manufacturing International's Price Target to HK$88 From HK$87, Keeps at Buy
SMIC(981.HK):2Q EARNINGS BEAT ON PRICING TURN AND EARNINGS RECOVERY
Analyst Ratings | UBS Group: Turns Positive on SMIC, Upgrades to 'Buy'
SMIC (0981.HK) Company In-Depth Report: A National Strategic Asset Rising Strongly
Broker Ratings | CMB International: Initiates SMIC H-shares with a "Buy" rating and a target price of HK$110
SMIC(981.HK):SCALING THROUGH CYCLES STRENGTHENING THROUGH CONSTRAINTS; INITIATE AT BUY
Guohai Securities: Initiated coverage of SMIC (00981.HK) with a 'Buy' rating; full-year operational outlook is optimistic.
Everbright Securities International: Investors may consider buying SMIC at HK$81.5, with a target price of HK$90.
SMIC (00981.HK): Upward revenue guidance for 2Q2026; full-year operations outlook remains optimistic.
Everbright Securities: AI demand and manufacturing reshoring drive operational improvement; maintains 'Buy' rating on SMIC (0981.HK)
Morgan Stanley: Upside cycle for mature-process semiconductors is approaching; raises target prices for SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK)