丘鈦(01478.HK)今年攝像頭模組銷量目標最少增20% 疫情影響正迅速減弱
丘鈦科技(01478.HK)主席何寧寧在全年業績視像會議上表示,公司今年營運目標為攝像頭模組(CCM)銷量按年增長不低於20%,其中不低於60%為1,000萬像素及以上的產品,而3,200萬及以上高端產品佔比不低於25%。另外,至今年年底,攝像頭模組產能目標為每月不低於6,000萬件,其中以生產高端產品為主的印度廠房產能目標為不低於每月800萬件。疫情影響方面,他指新冠肺炎疫情於上月為行業帶來很大衝擊,但目前對公司經營情況沒有造成重大下跌。而現時內地疫情亦有退卻,對公司業務的影響正迅速減弱,估計至下個月公司及其供應商的業務會回復到比較正常的狀況。何寧寧提到,公司去年致力打好業務基礎,包括優化產品結構、打好客戶關係及切入新技術等,目前公司的需求仍大於交付能力,對今年3月及4月的業務情況審慎看好。對於其客戶有否要求調整產品價格,他稱客戶大多很理性,現時經營屬比較健康的情況,認為不是減價的時候。他又稱,公司今年會繼續加大發展車載鏡頭及物聯網市場,並視車載鏡頭為策略性業務,會持續發展有關市場及留意機會,提高核心競爭力及取得市場份額。毛利率方面,首席財務官范富強指,公司不會對毛利率作指引,但稱公司持續優化產品結構,去年高端攝像頭模組佔比明顯提升,加上規模擴大及採用自動化,對折舊及人工成本有幫助,相信高端產品的滲透率會對毛利表現有積極作用。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.