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丘鈦科技(01478.HK)盈警:預期中期淨利同比減少約60%至80%
格隆匯 07-17 19:19

格隆匯7月17日丨丘鈦科技(01478.HK)公吿,預期集團截至2023年6月30日止6個月股東應占綜合溢利可能較截至2022年6月30日止6個月股東應占綜合溢利減少約60%至80%。

董事會相信預期錄得綜合溢利同比減少主要是由於以下因素:(i)受新型冠狀病毒疫情長尾效應、全球經濟增速放緩等因素影響,全球智能手機的銷售情況不佳,行業競爭激烈,應用於手機的攝像頭模組的銷售數量同比下滑,令得集團的營收較同期有所下降,同時產能利用率下降導致單位產品製造成本上升,對毛利率帶來負面影響;(ii)人民幣兑美元匯率於本期間仍然疲軟,中間價由本期初的6.9646調整至本期末的7.2258,貶值約3.8%,以美元計價進口結算的材料成本仍居高不下,對毛利率帶來負面影響;(iii)集團繼續加大投入於車載模組、域控制器等業務上的研發與拓展,非手機領域的攝像頭模組產品銷售數量明顯增加,但因其仍處於市場開拓階段尚未實現盈利。

惟董事會亦欣喜發現,攝像頭模組行業競爭氣氛已經逐步改善,對光學防抖、潛望式、可變光圈和大尺寸超高像素等多種高端攝像頭模組產品的需求有望重回正軌,因此,董事會對於集團業務發展的長期前景保持堅定的信心。

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