中芯(00981.HK)料產品全年均價不會大漲
中芯國際(00981.HK)聯合首席執行官趙海軍在電話會議上表示,相信第一季公司產品平均售價上升超過10%,不過推動均價上升原因也包括集團更聚焦先進製程,從而推高售價,預料整體價格將會鎖定在去年的水平,全年價格不會進一步大幅上調。
公司預料,今年第一季毛利率將介乎36%至38%。趙海軍預料,今年全年毛利率僅高於2021年水平,而2021年毛利率只有31%,意味年內其他季度毛利率均會低過第一季,主要由於資本開支擴大至約50億美元,以及預計折舊達20億美元。
趙海軍稱,公司今年產能會快速增長,當中只有少量未來增長預算是預料給潛在新客戶,剩下產能均是與現有客戶預先協商好。代理董事長兼首席財務官高永崗認為,公司被列入美國實體清單對先進製程產能佈局造成非常大影響,公司在產能規劃時也有考慮這個問題。他又指,去年採取的A股股權激勵計劃金額近4億美元,認為對公司在科創板上市後,在人才激勵方面有更多選擇。
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