中芯國際(00981.HK)2021年淨利潤增加165.3%至17.75億美元 2022年資本開支預計約50億美元
格隆匯3月30日丨中芯國際(00981.HK)發佈公吿,2021年度,公司實現收入54.43億美元,比上年同期增加39.3%;實現淨利潤17.75億美元,比上年同期增加165.3%。報吿期內,集團的經營活動所得現金淨額為30.12億元,較上年同期增加81.4%。
收入增長主要是因為本年銷售晶圓的數量增加、平均售價上升和產品組合變動。銷售晶圓的數量由上年569.9萬片約當8寸晶圓增加18.4%至本年674.7萬片約當8寸晶圓。平均售價(銷售晶圓收入除以總銷售晶圓數量)由上年610美元增加至本年738美元。
報吿期內各地區業務收入均實現增長。其中,中國內地及中國香港業務收入佔業務收入的64.0%;北美洲業務收入佔業務收入的22.3%;歐洲及亞洲業務收入佔業務收入的13.7%。
在應用領域方面,智能手機類應用收入佔晶圓代工業務營收的32.2%;消費電子類應用收入佔晶圓代工業務營收的23.5%;智能家居類應用收入佔晶圓代工業務營收的12.8%;其他應用類收入佔晶圓代工業務營收的31.5%。
在技術節點方面,來自90納米及以下製程的晶圓代工業務營收的比例為62.5%。其中,55/65納米技術的收入貢獻比例為29.2%,40/45納米技術的收入貢獻比例為15.0%,FinFET/28納米的收入貢獻比例為15.1%。
2022年初,上海臨港新廠破土動工。京城和深圳兩個項目穩步推進,預計今年底前投入生產。在2022年,公司計劃產能的增量將會多於2021年。當前,設備交付週期進一步拉長,公司在新增產能的達產時間上可能會出現一定的推後,但公司會與供應商保持緊密合作,努力按既定目標交付產能。
展望2022年,基於外部環境相對穩定的前提下,公司預計全年銷售收入增速會好於代工行業平均值,毛利率高於公司2021年水平。為了持續推進已有老廠擴建及三個新廠項目,2022年依然是投入高峯期,資本開支預計約為50億美元。
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