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中信：产业链缺货，涨价+扩产有望驱动中芯国际业绩上行
核心观点在当前行业产能紧缺背景下，中芯国际成熟制程产能持续满载，较先进制程产能利用率有望明显改善。公司调涨代工价格，ASP 料将提升根据产业调研，中芯国际一季度有上调其晶圆代工价格。在全球范围，中芯国际涨价的时间点相对靠后，晚于联电、力积电等厂商。
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