舜宇光学科技(02382.HK)上半年净利约13.58亿元 同比减少约49.5%
格隆汇8月15日丨舜宇光学科技(02382.HK)公吿,截至2022年6月30日止6个月,集团未经审核的收入约人民币169.7亿元,较去年同期减少约14.4%。集团的毛利约人民币35.2亿元,较去年同期减少约28.8%。毛利率则约20.8%,较去年同期下降约4.1个百分点。集团的公司股东应占期内溢利约人民币13.579亿元,较去年同期减少约49.5%。每股盈利124.13人民币分;公司董事建议不派发截至2022年6月30日止6个月的中期股息(2021年同期:无)。
在手机镜头业务方面,截至2022年6月30日止6个月,集团的手机镜头出货量较去年同期下降约9.1%至约6.5亿件。受全球智能手机市场需求疲软及智能手机摄像头降规降配等不利因素的持续影响,手机镜头的市场竞争仍然激烈。
面对不利的客观环境,本集团积极应对市场变化,深化内部卓越绩效管理,围绕"提高效率"、"提升良率"、"开源节流"、"互信共赢"的理念开展一系列内部管理能力提升活动,进而在激烈的市场竞争中继续保持了市场份额全球第一的地位。
同时,为满足不同客户的个性化需求,集团不断加强研发能力及工程技术能力,于回顾期内完成了多款高规格手机镜头的研发,主要包括一英寸玻塑混合手机镜头、两亿像素超薄手机镜头及前置广角(100°)小头部手机镜头。此外,适用于折叠手机的超薄超小头部手机镜头、两亿像素超大像面(1/1.22”)手机镜头及带双片自由曲面镜片的超广角手机镜头已实现量产。
在车载镜头业务方面,截至2022年6月30日止6个月,集团的车载镜头出货量较去年同期小幅上升约0.8%至约37,611,000件,继续保持了全球市场份额第一的地位。
此外,集团持续对车载镜头的技术研发和产品创新进行升级,市场地位和综合竞争实力进一步得到巩固和提升。于回顾期内,本集团新研发完成多款500万像素玻塑混合舱内监控车载镜头,该类镜头可实现驾驶员监控和乘客监控二合一,并且获得了多家车厂的平台化项目。同时,300万像素玻塑混合侧视高级驾驶辅助系统("ADAS")车载镜头已实现量产,该镜头不仅提高了通光量、缩小了尺寸,还大幅降低了成本。
此外,通过高精度的温漂控制技术,攻克了大光圈镜头因焦深小容易跑焦的技术难点,集团已实现300万像素大光圈(FNo.1.6)玻塑混合环视车载镜头的量产。
在新兴光学市场领域,集团紧紧抓住"元宇宙"浪潮,致力于持续探索光学在新兴市场中的应用并加大对该类产品的研发投入。于回顾期内,集团完成了AR光机投影镜头的研发,该镜头具备超小尺寸,且温漂性能优异。此外,集团的新一代VR空间定位镜头已实现量产。该镜头能进一步改善温漂问题,并提高了空间定位的稳定性。同时,VRpancake模块亦已实现量产。
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