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瑞声(02018.HK):毛利在季度已见改善 致力回复40%目标
阿思达克 03-25 18:28
瑞声(02018.HK)投资者关系总监黄美娟表示,会继续维持长远40%毛利率的目标。目前毛利按季度有提升,各类别都见改善,反映管理效率有改善,内部已做好结构转型。公司未来会继续致力降低生产成本。去年资本开支有更多投入在光学板块,目前已完成布局,相信对比去年50.9亿元的支出,今年料有10至15%的下降。

董事总经理莫祖权指,去年表现受到疫情影响,公司需要投放资源在安排工场回复营运,同时又见去年产品均价下降,但从第四季来看,影响已不大。公司已做好准备迎接挑战,及追求更好的盈利水平。

首席财务官郭丹指,公司海外设厂具备竞争优势,如在越南、欧洲等都有布局,可以按市场需求和产业链变化,灵活调整生产布局,包括会与客户积极沟通,如了解他们受芯片短缺的影响程度等。

她指,会继续留意车载镜头市场,认为公司WLG利用玻璃晶片,对比塑胶镜头有更好温度稳定性,以及在安全性有优势,故对产品研发路径有信心,相信可以捉紧有关市场机遇。

就分拆光学业务在A股上市的问题,她指目前光学业务分拆上市的相关前辅导备案申请已於2月1日获受理,目前未有更新。

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