瑞聲(02018.HK):毛利在季度已見改善 致力回復40%目標
瑞聲(02018.HK)投資者關係總監黃美娟表示,會繼續維持長遠40%毛利率的目標。目前毛利按季度有提升,各類別都見改善,反映管理效率有改善,內部已做好結構轉型。公司未來會繼續致力降低生產成本。去年資本開支有更多投入在光學板塊,目前已完成佈局,相信對比去年50.9億元的支出,今年料有10至15%的下降。
董事總經理莫祖權指,去年表現受到疫情影響,公司需要投放資源在安排工場回復營運,同時又見去年產品均價下降,但從第四季來看,影響已不大。公司已做好準備迎接挑戰,及追求更好的盈利水平。
首席財務官郭丹指,公司海外設廠具備競爭優勢,如在越南、歐洲等都有佈局,可以按市場需求和產業鏈變化,靈活調整生產佈局,包括會與客戶積極溝通,如了解他們受芯片短缺的影響程度等。
她指,會繼續留意車載鏡頭市場,認為公司WLG利用玻璃晶片,對比塑膠鏡頭有更好溫度穩定性,以及在安全性有優勢,故對產品研發路徑有信心,相信可以捉緊有關市場機遇。
就分拆光學業務在A股上市的問題,她指目前光學業務分拆上市的相關前輔導備案申請已於2月1日獲受理,目前未有更新。
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