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華顯光電(00334.HK):一季度總營業額同比微降1.3%至14.139億元
格隆匯 04-25 17:57

格隆匯4月25日丨華顯光電(00334.HK)發佈公吿,2022年第一季度,承接2021年下半年手機市場需求下降趨勢以及全球新型冠狀病毒疫情反覆,中國手機市場出貨量下降。根據中國信息通信研究院報吿,2022年1月至2月,中國手機市場出貨量同比下降22.6%達4789萬部。集團2022年第一季度錄得整體銷量同比減少7.6%達1650萬片。回顧期內,由於產品結構變化及原材料成本略為下降,集團產品的整體平均售價(不包括加工類模組)同比增長4.8%,但環比下降5.2%至人民幣88.9元。集團於回顧期的總營業額同比微降1.3%至人民幣14.139億元。回顧期內,銷售類模組銷量為1580萬片,同比下降6.1%,佔集團總銷量95.6%,相關營業額為人民幣13.989億元,同比下降1.6%。

展望未來,全球COVID-19疫情預期於2022年上半年持續蔓延,國內個別地區COVID-19疫情近月更出現新高峯,或會影響國內市場上游原材料供應及整體消費需求。集團將會密切留意市場走勢,積極規劃手機、車載、商用筆電、物聯網相關產品的銷售策略以把握商機,積極於顯示模組業務上實現橫向發展。隨着集團位於惠州陳江新廠房預期於2022年第二季度開始試運營,集團冀望通過提高技術及規模經濟,依靠與一線手機廠商的長期戰略合作伙伴關係,捕捉海外新興市場所帶來的商機,為集團及股東創造更大的價值。整體而言,集團對顯示模組業務的長遠發展前景持樂觀態度。

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