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丘鈦科技(01478.HK)中期純利升70.11%至5.71億元 毛利率增至11.6%
格隆匯 08-25 12:33

格隆匯8月25日丨丘鈦科技(01478.HK)公佈中期業績,截至2021年6月30日止6個月,公司收入為人民幣93.36億元,同比增長約6.06%;毛利約為人民幣10.83億元,同比增長47.92%;毛利率約為11.6%,同比增長約3.3個百分點;公司股權持有人應占期內溢利為人民幣5.71億元,同比增長70.11%;基本每股盈利為人民幣48.5分。

公吿稱,收入增長主要是由於該期間集團的客户結構日益完善,攝像頭模組的銷售數量較同期穩健增長。毛利率明顯提升主要是由於該期間集團攝像頭模組產品結構繼續優化,攝像頭模組產品附加值增加。溢利明顯增長主要是由於該期間集團的銷售收入穩健增長且毛利率明顯提升。

期內,集團指紋識別模組產品的銷售數量達到約5,543萬顆,較同期的約3,993萬顆同比增長約38.8%,主要由於:(i)行業競爭相對穩定,集團在技術、成本結構和規模上均具有優勢,成功搶佔巿場份額;及(ii)手機設計傾向採用更多新產品如側面按鍵電容式指紋識別模組和光學式屏下指紋識別模組,規模較小的供應商難以跟上調整步伐,巿場繼續往頭部企業集中。不過,指紋識別模組的平均銷售單價降幅較大,由同期的約人民幣26.2元下跌約36.9%至約人民幣16.6元,主要由於:(i)光學式指紋識別模組芯片的成本下跌,拉低整體產品售價;及(ii)手機品牌商延緩大尺寸及超薄指紋識別模組新產品的推出,產品結構的升級較慢。

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