中芯國際(688981.SH)第二季淨利潤6.88億美元 環比升332.9%及同比升398.5%
格隆匯8月5日丨中芯國際(688981.SH)公佈，國際財務報吿準則下，2021年第二季的銷售收入13.44億美元，環比增加21.8%，同比增加43.2%；毛利4.05億美元，環比增加61.9%，同比增加62.9%；毛利率為30.1%，相比2021年第一季為22.7%，2020年第二季為26.5%；公司擁有人應占淨利潤6.88億美元，環比增長332.9%，同比增長398.5%。
公司預期國際財務報吿準則下的2021年第三季指引為：季度收入環比增加2%至4%；毛利率介於32%至34%的範圍內。
中芯國際首席財務官高永崗博士評論説：
“二季度公司各項財務指標均好於預期。銷售收入為13億4千4百萬美元,環比成長21.8%，同比成長43.2%；毛利率為30.1%，環比成長7.4個百分點，同比成長3.6個百分點。
三季度銷售收入預期環比成長2%到4%，毛利率預期在32%到34%之間。基於上半年的業績和下半年的展望，在外部環境相對穩定的前提下，公司全年銷售收入成長目標和毛利率目標上調到30%左右。因折舊攤薄，預計今年先進製程對公司整體毛利率的不利影響將下降到五個百分點左右。
公司依然面臨實體清單帶來的影響，各項指標的預期有一定的不確定性，但公司會積極努力解決問題，盡全力保障運營連續及業績提升，更好地回報股東。”
中芯國際聯合首席執行官趙海軍博士和梁孟松博士評論説：
“從去年被列入實體清單以來，中芯國際一直是在困境中前行。運營連續性方面，我們積極與供應商配合，保證對客户的承諾得以實現，成熟工藝的不確定性風險也進一步降低。產能擴建方面，我們仍按計劃推進，但準證審批、產業鏈緊缺、疫情引起的物流等不可控因素也不可避免地影響到了設備到貨時間。公司會盡全力優化內部採購流程、加快產能安裝效率，爭取儘可能縮短採購週期，早日達產。
我們很理解大家對中芯國際有很高的期待，但是集成電路製造行業沒有彎道式超車和跳躍式前進。公司會一步一個腳印，把握自身在細分領域的優勢，提高核心競爭力，提升客户滿意度。”
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