丘钛科技(01478.HK)中期业绩扭亏为盈实现纯利1.81亿元
格隆汇8月12日丨丘钛科技(01478.HK)公布,截至2019年6月30日止六个月,实现销售收入约人民币50.61亿元(单位下同),同比增长约57.8%;毛利约4.15亿元,同比增长963.1%;归属公司股权持有人期内溢利1.81亿元,去年同期亏损约5128.8万元;每股基本盈利0.159元;不派息。
公告称,营业额增长的主要原因为:(i)集团扩规模的策略取得成效,摄像头模组产品销售数量同比大幅增长约77.5%,及(ii)虽然指纹识别模组产品销售数量同比减少约16.6%。
研发费用方面,集团的研发费用总额约为1.39亿元,较同期的约增加约40.4%。本期间研发费用主要用于集团持续对新产品、新功能和新生产工艺的研发投入,从而使集团能够开发更高像素的摄像头模组产品、具不同应用功能的多摄像头模组产品、尺寸更小型化的摄像头模组产品、3D模组产品、应用于汽车与IoT领域的摄像头模组产品、侧键式指纹识别模组产品及光学式屏下指纹识别模组产品等,以及优化提升生产自动化水平。
回顾期内,集团扩大摄像头模组销售规模和提升市场地位的策略得以良好实现,摄像头模组的销售数量达到约18,251万颗,较同期增加了约77.5%,其中一千万像素及以上摄像头模组占集团本期间摄像头模组销售数量的约46.8%,较同期的约39.7%提升了约7.1个百分点。
与此同时,由于集团部分放弃了低毛利率的传统电容式指纹识别模组项目,指纹识别模组的销售数量为约3,775万颗,较同期下跌了约16.6%。摄像头模组销售数量快速增长,主要有三大原因:(i)集团的客户结构更趋完善,于中国领先智能手机品牌客户的供应地位有所提升,成功抢占更多巿场份额;(ii)为智能手机配置多摄像头模组成为趋势,进一步推动巿场需求的稳步扩大;及(iii)於本期间,集团的摄像头模组产能由2018年末的约3,500万颗每月逐步扩大至本期末的约4,200万颗每月,自动化升级改造亦卓有成效,提升了集团的交付能力。
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