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《蓝筹业绩》瑞声(02018.HK)首季纯利升9.1倍至5.32亿人币
阿思达克 05-14 12:13
瑞声科技(02018.HK)公布截至今年3月底止首季业绩,纯利5.32亿元人民币(下同),按年升909.6%;每股盈利0.44元。

期内收入42.92亿元,按年升20.6%,主要受惠智能手机市场需求回暖,海外主要客户的销售旺季在去年第四季度延迟开始,集团多个业务板块在国内安卓手机市场渗透率也逐步提升,推动期内整体收入按年大幅增长,而首季集团整体毛利率按年提升8个百分点至31.1%。

按业务划分,期内声学分部销售额按年升47.5%至21亿元,安卓声学产品在2020年第四季度毛利改善的基础上持续改进,声学整体毛利率比去年同期上涨11.4个百分点至37.4%,未来随着安卓声学单体到模组的生产逐步实现自动化,安卓声学产品和声学分部的整体毛利率水平将持续提升。另外小腔体标准化声学模组预计在今年第二季度陆续开始出货,在安卓产品占比也将持续攀升。

在光学业务方面,首季受惠塑胶镜头出货量提升,以及模组业务的销售稳定增长,相关分部销售额按年增长175.7%至6.74亿元。光学业务整体毛利率按年提升18.1个百分点至27.8%,其中塑胶镜头毛利率达到36.3%,模组业务毛利率在第一季度也已经转正。

在电磁传动及精密结构件业务方面,首季由於主要客户电磁传动产品单价下降,以及金属中框业务出货量下降,分部销售额按年下降27.3%至12.3亿元,由於金属中框业务毛利率上升,该业务分部合并毛利率比去年同期略上升1.9个百分点至25.5%。

另外,微机电系统器件业务受惠市场份额提升,销售额升42.2%至2.83亿元,毛利率企稳在16.7%。(el/u) ~

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