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华虹半导体(01347.HK)第二季度溢利升8.7%至4990万美元
格隆汇 08-06 18:16

格隆汇8月6日丨华虹半导体(01347.HK)公布2019年第二季度业绩,实现销售收入2.3亿美元,同比持平,环比增长4.2%;毛利率31.0%,同比下降2.6个百分点,环比下降1.2个百分点。;期内溢利4990万美元,同比上升8.7%,环比上升7.0%,基本每股盈利0.034美元,净资产收益率(年化)8.0%。

于期内,分立器件平台继续显示出巨大的优势,各产品的需求都在增加,尤其是超级结、IGBT和通用MOSFET。预计分立器件在未来的需求仍将持续增长。此外,得益于中国、北美和其他亚洲国家市场的强劲表现,来自模拟与电源管理平台的销售收入,环比增长近41%。第二季度毛利率31%,同比下降2.6个百分点;环比下降1.2个百分点,主要由于折旧成本上升,但部分被产能利用率的提升所抵消。

公告称,季度来自于中国的销售收入1.273亿美元,占销售收入总额的55.4%,同比减少5.3%,主要由于智能卡芯片的需求减少,部分被超级结产品的需求增加所抵消;来自于美国的销售收入4,200万美元,同比增长5.6%,主要得益于通用MOSFET产品的需求增加;来自于亚洲的销售收入2800万美元,同比减少3.4%,主要由于MCU和逻辑产品的需求减少,部分被超级结和通用MOSFET产品的需求增加所抵消;来自于欧洲的销售收入1,820万美元,同比增长10.3%,主要得益于通用MOSFET产品的需求增加;来自于日本的销售收入1,440万美元,同比增长43.9%,主要得益于MCU和逻辑产品的需求增加。

此外,2019年第三季度指引,预计销售收入约2.38亿美元左右。预计毛利率约31%左右。

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