《藍籌業績》瑞聲科技(02018.HK)首季純利5,270.4萬元人民幣跌87.8%
瑞聲科技(02018.HK)公布截至今年3月底止首季業績，營業額35.6億元人民幣(下同)，按年跌5.1%。純利5,270.4萬元，按年跌87.8%；每股盈利0.04元。
期內，毛利率按年跌7個百分點至23.1%，淨利率為1.5%，跌10個百分點。
公司指，由於季節性原因及新型冠狀病毒疫情衝擊，集團生產運營計劃和產能利用率受到嚴重影響，外加防疫復工帶來的額外非經常性生產成本和經營性費用，進一步影響了集團第一季度業績表現。
第一季度，聲學分部銷售額同比下跌24.3%至14.2億元，毛利率比去年同期下跌6.8個百分點至26%。超線性結構平台產品在公司安卓聲學模組的出貨量佔比達到70%，2020年底目標達到80%。集團將推出±0.75mm振幅的經典提升級超線性結構平台產品，計劃於2020年下半年開始量產出貨，並積極向車載、智能音箱、智能電視、AR、TWS耳機及可穿戴設備等領域拓展。
第一季度，光學分部銷售額同比增長61.7%至2.45億元，毛利率持續上升。集團塑膠鏡頭項目進展順利，良率和生產效率穩步提升，第二季度單月產出已接近6,000萬，預計第三季度單月產出將達億隻規模。6P塑膠鏡頭已經與多個客戶達成合作協定，7P鏡頭在第三季度和客戶密切合作推動，期望在第四季度實現量產，逐步實現108M乃至更高像素的解析度水準。集團獨有的WLG生產工藝佔有優勢，與全球主流手機廠商溝通順利，多個項目穩步推進，本年度目標產出3,000萬片，集團相信WLG平台會為公司長遠帶來更大業績貢獻。
第一季度，電磁傳動及精密結構件分部銷售額同比上升8.1%至人民幣16.9億元，毛利率比去年同期下降8.4個百分點至23.6%。
集團已做好準備安卓橫向線性馬達2020年出貨量之幾倍增長至4,500-5,000萬隻。集團面向中低端手機開發出更具性價比的步進電機模組，將繼續提升智能手機市場的市場份額，並逐步滲透至智能家居應用市場，預計全年出貨可達2,000萬套。
第一季度，微機電系統分部銷售額同比增長29.1%至人民幣1.99億元，毛利率比去年同期輕微下跌2個百分點至16.5%。
期內，經營性現金流為10.8億元，扣除10.1億元資本開支，截止2020年3月31日，淨資產負債率仍只是8.7%，現金餘額為58.1億元。
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