華虹半導體(01347.HK)相信下半年業務表現更為強勁 冀無錫廠房明年底接近收支平衡
華虹半導體(01347.HK)執行副總裁兼首席財務官王鼎在第三季業績電話會議上表示,雖然全球疫情仍未完全受控,但受惠於內地消費顯著回暖,及需求持續釋放,集團第三季銷售收入創新高,並連續兩季錄得雙位數增長,相信業務今年下半年的表現會遠較上半年強勁,需求改善亦有利未來產品銷售均價上升。
他表示,集團無錫廠房表現正在提升,其產能利用率由今年第二季的不足40%,提升至第三季的56.4%,估計今年末季及明年會進一步改善,至今年底該廠房的產能期望可增加至每月2萬片晶圓,未來再增至4萬片。
王鼎提到,產能提升有助無錫廠房降低固定成本,而該廠房於第三季的息稅折舊及攤銷前虧損1,150萬美元,按季減少700萬美元,隨著產能上升,估計再多一至兩個季度或能達到EBITDA轉正。而集團期望於明年下半年該廠房可錄收支平衡,但因投資及折舊仍高,要達到此目標並不容易,不過集團希望於明年底可接近目標。
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