<p>中芯國際 (00981.HK) -0.200 (-0.291%) 空頭賣出 $1.01B; 比率 12.660% 表示，基於客户需求和訂單積壓，公司對今年整體運營的樂觀程度較上季度有所提升。在市場環境變化的背景下，公司在技術儲備、多元化平台和靈活產能轉換方面的優勢支持其獲取訂單的能力。</p>
<p>公司指出，受人工智能 (AI) 驅動的支持芯片的強勁需求直接導致其電源管理芯片產能短缺。AI 的海外吸引效應使得消費電子和物聯網領域的客户尋求在中國大陸的產能，導致訂單回流。AI 還刺激了在 ToF、電動車和機器人等領域的新應用需求，國內公司積極擴大市場份額。產業鏈上對國內替代品的需求提升了對本地生產的邏輯和網絡芯片的需求。價格上漲的影響，以及客户因擔心未來可能出現的供應短缺而提前建立庫存，也對此有所貢獻。(jl/u)(港股報價延遲至少 15 分鐘。空頭賣出數據截至 2026-05-19 16:25。)</p>
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<p>中芯國際對今年的運營持樂觀態度，原因是客户需求強勁和訂單積壓。由於人工智能需求的推動，公司面臨電源管理芯片的短缺，導致海外訂單回流。邏輯和網絡芯片的國內替代需求增加，加上客户的價格上漲和庫存積累，進一步支持了這一積極展望</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>中芯國際 (00981.HK) -0.200 (-0.291%) 空頭賣出 $1.01B; 比率 12.660% 表示，基於客户需求和訂單積壓，公司對今年整體運營的樂觀程度較上季度有所提升。在市場環境變化的背景下，公司在技術儲備、多元化平台和靈活產能轉換方面的優勢支持其獲取訂單的能力。</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) 驅動的支持芯片的強勁需求直接導致其電源管理芯片產能短缺。AI 的海外吸引效應使得消費電子和物聯網領域的客户尋求在中國大陸的產能，導致訂單回流。AI 還刺激了在 ToF、電動車和機器人等領域的新應用需求，國內公司積極擴大市場份額。產業鏈上對國內替代品的需求提升了對本地生產的邏輯和網絡芯片的需求。價格上漲的影響，以及客户因擔心未來可能出現的供應短缺而提前建立庫存，也對此有所貢獻。(jl/u)(港股報價延遲至少 15 分鐘。空頭賣出數據截至 2026-05-19 16:25。)</p>
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中芯國際對今年的整體運營持更樂觀態度；人工智能推動電源管理芯片產能出現短缺