瑞聲科技(02018.HK):積極開拓車載產品市場 未來著重投資技術
瑞聲科技(02018.HK)投資者關係總監黃美娟於記者會表示,分拆誠瑞光學上市的計劃正在穩步推進中,對進展有信心,而光學作為公司戰略方向,收入、利潤都見提升,而且近年增長見加快,公司正按需求持續擴大產能。
她指出,集團向汽車行業的戰略合作夥伴Ibeo進行投資,會給合其下一代產品開發車載產品,集團十分重視有關業務,正積極尋找投資機會和合作夥伴,包括與內地新勢力接觸。
首席財務官郭丹指,對於疫情的影響,因公司主要的生產在內地,所以去年影響較大,今年內地呈正向趨勢,而海外疫情則難以預測,其中越南生產線在6月受影響,但7月已恢復,目前已趨於正常,公司會在受影響時盡力調配不同地方的生產線,以減少影響。至於芯片短缺問題,公司會有儲備戰略產品應對,而近期金屬成本上升對公司影響不大。
董事總經理莫祖權重申對下半年審慎樂觀的看法,認為第二季的毛利跌幅只是反映某一季節和板塊情況,公司會著重繼續研發投入,未來會更著重技術面,以及垂直產業的投資。
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