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業績爆棚!中芯國際能帶着芯片產業鏈一起飛嗎?
格隆匯 08-28 09:30

作者:李興彩

來源:上海證券報

登陸科創板後,中芯國際交出了第一份成績單就超乎市場預期,股民們各個微信羣裏“驚呼+驚歎”。

更值得喜悦的是,公司還透露出下半年產業仍處於高景氣度,業績優秀的集成電路類公司下半年有望繼續高歌猛進。

量增價漲!上半年盈利增長5.6倍

8月27日晚間,中芯國際披露了半年報,公司今年上半年實現營收18.43億美元,同比增長26.3%;歸母淨利潤2.02億美元,同比增長556%,營收利潤均創歷史新高。

業績為何爆棚?中芯國際的回答很簡單:產能提升、價格上漲。

中芯國際披露,公司上半年交付晶圓的數量280萬片(折算成8英寸晶圓),同比增長19.7%;平均售價由去年同期的615美元增加至本期的649美元。

另外,公司上半年毛利率為率26.2%,同比增長7.4個百分點;經營活動所得現金淨額為4.08億美元,同比上年同期的3.56億美元增長14.4%。

比營收利潤增長更為重要的是,中芯國際在先進製程上也保持了喜人的進展。

一是先進工藝已擴展至消費電子和媒體相應產品,比如人工智能、視頻、物聯網和汽車等領域;另外,第二代先進工藝進展順利,已進入客户產品驗證階段。

中芯國際表示,看到積極的勢頭和強勁需求,公司為下一階段的增長已做了提前佈局,目標是全年營收實現15%–19%的增長。

行業仍高景氣,

優秀芯片公司有望保持高增長

在新冠肺炎疫情影響下,半導體產業下半年景氣度如何,成為市場關注的重點,中芯國際的半年報給出了樂觀指引。

中芯國際預計,今年年底前,公司每月將增加3萬片8英寸晶圓產能及2萬片12英寸晶圓產能。

對此,有半導體業內人士解讀,晶圓廠是半導體景氣度的風向標,中芯國際積極增加產能,也就意味着產業景氣度高,下游公司也可以“吃飽”,業績優秀的產業鏈公司在下半年有望繼續保持高增長。

A股哪些半導體公司在上半年實現了高增長?

國內封裝“一哥”長電科技在8月21日交出了一份靚麗的半年報成績單。繼一季度大幅扭虧後,公司二季度業績繼續高揚,盈利3.66億元。公司去年同期的利潤為-2.59億元。

良好業績下,長電科技趁熱推出定增,擬向不超過35名對象,定向增發不超過1.8億股(鎖定期6個月),募集資金不超過50億元,用於年產36億顆高密度集成電路及系統級封裝模塊等項目。

同屬半導體封裝陣營,晶方科技上半年業績增長超過6倍,華天科技上半年業績增長超過2倍。

收購豪威後,韋爾股份最主要的產品是CMOS 圖像傳感器芯片,充分受益於智能手機的多攝發展趨勢。

韋爾股份上半年營收80.43億元,同比增長41.02;歸母淨利潤9.9億元,同比暴增1206.17%。

作為內地“富士康”,立訊精密在上半年也繼續保持了高增長。公司上半年實現營業收入364.52億元,同比增長70.01%;淨利潤25.38億元,同比增長69.01%。此前,公司預計上半年增長40%至60%。

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