中芯國際(00981.HK)第四季度營收15.8億美元 淨利潤5.34億美元
格隆匯2月10日丨中芯國際(00981.HK)公佈截至2021年12月31日止三個月未經審核業績，於2021年第四季度，公司銷售收入為15.801億美元，環比增長11.6%，同比增長61.1%；毛利為5.528億美元，環比增長18.2%，同比增長212.7%。2021年第四季毛利率為35.0%，相比2021年第三季為33.1%，2020年第四季為18.0%。公司擁有人應占利潤5.338億美元，環比增長66.1%，同比增長107.7%。
2021年度，公司全年銷售收入為54.431億美元，相比2020年全年銷售收入為39.070億美元。2021年全年公司擁有人佔利潤為17.018億美元，相比2020年全年公司擁有人佔利潤為7.156億美元。
2022年第一季指引，季度收入環比增長15%至17%。毛利率介於36%至38%的範圍內。
中芯國際管理層評論説："2021年，是中芯發展歷程中極其不平凡的一年。全球範圍的缺芯潮和對本土、在地製造的旺盛需求給公司帶來難得的機遇，實體清單的限制又給公司的發展設置了眾多障礙。公司迎難而上，圍繞"保障生產連續性、滿足客户需求、緩解產業鏈短缺"這一首要任務，精準攻堅克難，並取得喜人成績。
公司單季銷售收入首超15億美元，全年銷售收入54億美元，年增39%，是當年全球前四大純晶圓代工廠中成長最快的公司，毛利率、經營利潤率、淨利率等多項財務指標亦創歷史新高。
2022年依然是挑戰與機遇並存，產能全線緊缺逐步轉入結構性緊缺，而中芯國際多年積累下來的產品平台和產能集中在產業的結構性缺口。公司將始終堅持合規經營，堅持"國際化"，深度融入全球產業鏈，為全球客户服務，穩中求進，持續加強與客户、供應商的戰略合作，穩步推進擴產項目，在多元化客户和多產品平台的雙儲備效應下，鎖定存量、開拓增量，構築產業鏈新高地。
基於外部環境相對穩定的前提下，公司預計全年銷售收入增速會好於代工業平均值，毛利率高於公司2021年水平。為了持續推進已有老廠擴建及三個新廠項目，今年依然是投入高峯期，資本開支預計約為50億美元，產能增量預計高於去年。
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