《公司業績》丘鈦(01478.HK)全年純利5.42億人民幣升36.7倍 末期息9分人民幣
丘鈦科技(01478.HK)公布截至去年12月底止全年業績,純利5.42億元人民幣(下同),按年升36.67倍;每股盈利47.6分。派末期息9分(相等於10港仙),上年同期不派息。期內,營業額131.7億元,按年升61.9%,營業收入大幅增長的主要原因為集團擴規模的策略取得成效;集團優化攝像頭模組產品結構的策略逐漸取得成果;及雖然集團本年度指紋識別模組產品銷售數量同比減少約5.2%,但由於產品結構優化明顯,指紋識別模組產品的平均銷售單價同比大幅增長約58.2%,令得指紋識別模組產品的銷售收入同比增長約50.6%等原因所致。另外,毛利約為11.8億元,按年增長234.1%。毛利率約為9%,較2018年增加4.7個百分點,毛利率明顯增長主要是因為集團攝像頭模組產能規模大幅提升,銷售數量大幅提升,保持較高產能利用率,令得邊際成本降低;生產自動化升級改造逐步展現效果, 同等產量的生產人員需求明顯減少,令得人工成本佔比下降;以及本年度高端產品佔比顯著提升,附加值提升。公司指,展望2020年,巿場機遇和挑戰並存,全球宏觀環境仍具不確定性。但5G商用化有望進一步推進,攝像頭模組在手機等智能移動通訊終端的配置數量有望繼續增加,規格有望明顯提升,在汽車、智能家居、工業智能製造等領域的應用亦有望進一步增加,屏下指紋識別模組和ToF等3D模組產品日益成熟,給攝像頭模組和指紋識別模組行業提供良好的發展機會。董事會對集團2020年度的業務發展持審慎樂觀態度,並將努力達至以下目標:攝像頭模組出貨數量較上年度同比增長不低於20%,其中1,000萬像素及以上攝像頭模組出貨數量佔比不低於60%,而3,200萬像素及以上攝像頭模組出貨數量佔比不低於25%;及持續檢視客戶需求及集團業務發展情況,並於2020年年底前逐步將攝像頭模組產能擴充至不低於每月6,000萬顆,其產能統計仍參照過往以1,300萬像素攝像頭模組之標準效率為統計基準。
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