<p>中芯国际 (00981.HK) -0.200 (-0.291%) 空头卖出 $1.01B; 比率 12.660% 表示，基于客户需求和订单积压，公司对今年整体运营的乐观程度较上季度有所提升。在市场环境变化的背景下，公司在技术储备、多元化平台和灵活产能转换方面的优势支持其获取订单的能力。</p>
<p>公司指出，受人工智能 (AI) 驱动的支持芯片的强劲需求直接导致其电源管理芯片产能短缺。AI 的海外吸引效应使得消费电子和物联网领域的客户寻求在中国大陆的产能，导致订单回流。AI 还刺激了在 ToF、电动车和机器人等领域的新应用需求，国内公司积极扩大市场份额。产业链上对国内替代品的需求提升了对本地生产的逻辑和网络芯片的需求。价格上涨的影响，以及客户因担心未来可能出现的供应短缺而提前建立库存，也对此有所贡献。(jl/u)(港股报价延迟至少 15 分钟。空头卖出数据截至 2026-05-19 16:25。)</p>
<p>AASTOCKS 财经新闻</p>

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<p>中芯国际对今年的运营持乐观态度，原因是客户需求强劲和订单积压。由于人工智能需求的推动，公司面临电源管理芯片的短缺，导致海外订单回流。逻辑和网络芯片的国内替代需求增加，加上客户的价格上涨和库存积累，进一步支持了这一积极展望</p>

<p>SMIC (00981.HK) -0.200 (-0.291%)   Short selling $1.01B; Ratio 12.660%   stated that, based on customer demand and order backlog, the company is more optimistic about its overall operations this year compared with the previous quarter. Amid changes in the market environment, the companys advantages in technology reserves, diversified platforms and flexible capacity conversion support its ability to secure orders.</p>
<div class="lb-trans"><p>中芯国际 (00981.HK) -0.200 (-0.291%) 空头卖出 $1.01B; 比率 12.660% 表示，基于客户需求和订单积压，公司对今年整体运营的乐观程度较上季度有所提升。在市场环境变化的背景下，公司在技术储备、多元化平台和灵活产能转换方面的优势支持其获取订单的能力。</p>
</div><p>The company noted that strong demand for supporting chips driven by artificial intelligence (AI) has directly pushed its power management chip capacity into short supply. The overseas siphoning effect of AI has led customers in consumer electronics and IoT to seek capacity in Mainland China, resulting in order repatriation. AI has also stimulated new application demand in areas such as ToF, electric vehicles and robotics, with domestic companies actively expanding their market presence. Demand for domestic substitution across the industry chain has boosted demand for locally produced logic and networking chips. Price increase effects, as well as customers building inventory in advance due to concerns about potential future supply shortages, have also contributed. (jl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-19 16:25.)</p>
<div class="lb-trans"><p>公司指出，受人工智能 (AI) 驱动的支持芯片的强劲需求直接导致其电源管理芯片产能短缺。AI 的海外吸引效应使得消费电子和物联网领域的客户寻求在中国大陆的产能，导致订单回流。AI 还刺激了在 ToF、电动车和机器人等领域的新应用需求，国内公司积极扩大市场份额。产业链上对国内替代品的需求提升了对本地生产的逻辑和网络芯片的需求。价格上涨的影响，以及客户因担心未来可能出现的供应短缺而提前建立库存，也对此有所贡献。(jl/u)(港股报价延迟至少 15 分钟。空头卖出数据截至 2026-05-19 16:25。)</p>
</div><p>AASTOCKS Financial News</p>
<div class="lb-trans"><p>AASTOCKS 财经新闻</p>
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中芯国际对今年的整体运营持更乐观态度；人工智能推动电源管理芯片产能出现短缺