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《藍籌業績》瑞聲(02018.HK)首季純利升9.1倍至5.32億人幣
阿思達克 05-14 12:13
瑞聲科技(02018.HK)公布截至今年3月底止首季業績,純利5.32億元人民幣(下同),按年升909.6%;每股盈利0.44元。

期內收入42.92億元,按年升20.6%,主要受惠智能手機市場需求回暖,海外主要客戶的銷售旺季在去年第四季度延遲開始,集團多個業務板塊在國內安卓手機市場滲透率也逐步提升,推動期內整體收入按年大幅增長,而首季集團整體毛利率按年提升8個百分點至31.1%。

按業務劃分,期內聲學分部銷售額按年升47.5%至21億元,安卓聲學產品在2020年第四季度毛利改善的基礎上持續改進,聲學整體毛利率比去年同期上漲11.4個百分點至37.4%,未來隨著安卓聲學單體到模組的生產逐步實現自動化,安卓聲學產品和聲學分部的整體毛利率水平將持續提升。另外小腔體標準化聲學模組預計在今年第二季度陸續開始出貨,在安卓產品佔比也將持續攀升。

在光學業務方面,首季受惠塑膠鏡頭出貨量提升,以及模組業務的銷售穩定增長,相關分部銷售額按年增長175.7%至6.74億元。光學業務整體毛利率按年提升18.1個百分點至27.8%,其中塑膠鏡頭毛利率達到36.3%,模組業務毛利率在第一季度也已經轉正。

在電磁傳動及精密結構件業務方面,首季由於主要客戶電磁傳動產品單價下降,以及金屬中框業務出貨量下降,分部銷售額按年下降27.3%至12.3億元,由於金屬中框業務毛利率上升,該業務分部合併毛利率比去年同期略上升1.9個百分點至25.5%。

另外,微機電系統器件業務受惠市場份額提升,銷售額升42.2%至2.83億元,毛利率企穩在16.7%。(el/u) ~

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