德昌電機控股(00179.HK)盈警:2022財年歸母淨利潤預降約30%
格隆匯4月18日丨德昌電機控股(00179.HK)公佈,集團預期截至2022年3月31日止年度公司股東應占溢利與去年的2.12億美元溢利相比,將錄得約30%跌幅。此跌幅與該年度集團銷售額約9%的穩健增長形成反差。
就如在2021/22中期業績報吿內主席致股東函件以及該財政年度第三季度最新業務公吿中表示,若干宏觀環境因素對業務和毛利率帶來重大壓力。原材料成本飆升、半導體晶片持續短缺、貨運成本上漲以及超時工作及勞動力成本增加均持續對公司的短期盈利構成壓力。此外,COVID-19疫情復燃包括在中國的廠房受政府強制關閉,繼續擾亂全球供應鏈及德昌電機的營運。此等因素持續的時間比之前預期更長,對溢利產生不利影響。
公司持續採取多項緩解措施來應對此等壓力,包括轉嫁部分上漲成本至客户、實施嚴格成本削減措施、鎖定供應合同以及建立策略性庫存。然而,在中短期內,這些措施遠不及通脹及上述各種干擾集團營運所帶來的影響,繼而導致營業溢利下跌。
儘管近期充滿挑戰,終端巿場需求強健及公司的資產負債表仍保持穩健,德昌電機的業務根基依然強勁。憑着汽車及工商用產品組別在每個主要地域市場為全球客户服務的實力,並於集團服務的終端巿場提供集團一系列創新驅動科技方案,集團繼續贏得新業務。
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