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国内两大半导体晶圆代工龙头——中芯国际与华虹半导体，发布2025年第二季度财报。

中芯国际财报显示，第二季度整体销售收入为22.09亿美元，环比下降1.7%；毛利率20.4%，环比下降2.1个百分点 。因一季度新建产线突发生产性波动事件，影响延续至二季度，致使收入及毛利率环比下降，但降幅略优于管理层此前指引。 归母净利润方面，二季度实现1.32亿美元，同比下降19.5%，环比下降29.5%。

分应用看，Q2工业与汽车收入占比升至10.6%，智能手机升至25.2%，计算机与平板降至15% 。产能利用率二季度为92.5%，环比升0.9个百分点。月产能从一季度97万片折合8英寸标准逻辑增至约99万片，晶圆销售量环比提升4.3%。资本开支二季度为18.85亿美元，一季度为14.15亿美元。

华虹半导体二季度销售收入5.661亿美元，同比增长18.3%，环比增长4.6%；毛利率10.9%，同比升0.4个百分点。Q2归母净利润约795万美元，同比升19.2%，环比..

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