中芯(00981.HK):第三季收入未能維持高增長 料按季升2%至4%
中芯(00981.HK)聯合首席執行官趙海軍於業績電話會議上表示,次季收入增長主要來自客戶需求急速提升,以致產能使用率大增,惟相信相關情況不會持續至下季,料第三季未能維持高增長,按季收入增長料為2%至4%。他指現時公司產能未能配合需求,料下半年情況可轉好,產能將提升,價格亦有望繼續上升,上調全年收入增長及毛利率目標至30%。
他指,公司增長主要來自三方面動力,包括市場現有需求強勁;產品升級、如自4G升級至5G,以及市場上電動車充電、智能家居及碳中和等因素亦將進一步推動需求上升;客戶採購周期加長亦助公司業務表現。他又指,公司將繼續投放研發費用,為未來作準備。
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