丘鈦科技(01478.HK)上調鏡頭模組銷量目標9月印度廠試產
丘鈦科技(01478.HK)主席何寧寧於記者會表示,因應手機採用的鏡頭數目增加、客戶市佔率增,預期下半年的數字有提升,相信下半年亦有明顯變化,上調鏡頭模組銷量由增長30%升至50%。
他指,美國對華為的禁令,雖然有影響,但程度可控,而華為競爭力強,加上除華為外仍有其他重要客戶,合作順利。
他又指,在印度設廠並非與中美貿易戰有關,而是為當地客戶服務,料會於9月試產;而隨著中國市場本身需求增加,亦會擴大規模,不會暫停投資。
另外,就有關負債比率的問題,財務總監范富強指,由去年底的56%升至今年中的75.6%,但扣除現金,則由51.3%降至47.9%,借貸主要是按需求考慮,包括資本開支、儲備等。
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