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<Research>G Sachs: SMIC (00981.HK) 1Q Rev. Guidance in Line; Gross Margin Guidance Below Forecasts
SMIC (00981.HK)'s 4Q25 revenue rose by 4% QoQ to US$2.5 billion, 3% higher than both the expectations of Goldman Sachs and the market, and surpassing management's guidance ...
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<Research>G Sachs: SMIC (00981.HK) 1Q Rev. Guidance in Line; Gross Margin Guidance Below Forecasts
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SMIC (00981.HK)  -1.850 (-3.500%)    Short selling $598.61M; Ratio 79.112%   's 4Q25 revenue rose by 4% QoQ to US$2.5 billion, 3% higher than both the expectations of Goldman Sachs and the market, and surpassing management's guidance of 0-2% growth, Goldman Sachs released a research report saying.

Management guided 1Q26 revenue to remain flat QoQ, largely in line with the forecasts of the broker/ market of 2% growth/ flat performance. 1Q26 gross margin guidance remains at 18-20%, slightly below the predictions of the broker/ market of 21.7%/ 20.9%.

Therefore, Goldman Sachs kept rating at Buy on SMIC, with a target price of $134 for SMIC's H-shares, equivalent to a projected 2028 PE ratio of 71.6x. The broker's target price is RMB241.6 for SMIC's A shares, based on a H-share valuation premium of 196%.

Goldman Sachs held a positive long-term growth outlook for the Company, driven by demand growth from local fabless clients and AI opportunities.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

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