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中芯(00981.HK):次季起將用更多新採購材料 毛利率料受壓
阿思達克 05-13 10:02
中芯國際(00981.HK)預計第二季銷售收入按季增長1%-3%,毛利率介乎37%至39%。聯合首席執行官趙海軍表示,各類生產成本漲幅介乎數個百分點至逾30%,公司之前曾預告成本上漲和員工薪金上調,將使成本上升10%,蠶食至少10個百分點的毛利率,由於今年第一季出貨所使用的材料大部分來自去年的存貨,因此成本較低,但公司自今年第二和第三季起使用的材料將越來越多是新採購材料,加上接下來產能折舊率偏高,隨之將反映對成本的影響、蠶食毛利率。 趙海軍指,最近2個月在烏克蘭的戰爭影響手機銷售,國內也因為疫情影響送貨和商店銷售,預計今年手機銷量至少流失2億部,這些手機基本上由國內手機生產商生產,目前確認了13個產品類別存在大量供應,包括手機和個人電腦,部分客戶的手機產品庫存週期達5個月,不過應用於電動車、綠色能源和Wifi 6的產品供應仍然短缺,相信若歐美和其他海外市場的市場恢復,將對這些類別的客戶有利。 趙海軍指,目前未有客戶取消晶圓訂單,會在未來一段時間趕工交付,在第三季新增2.8萬片晶圓額外產能,相信第二季水平相約,因此有足夠額外產能補償第一季流失的產能。
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