中芯(00981.HK):次季疫情對生產整體影響低於預期
中芯國際(00981.HK)聯合首席執行官趙海軍表示,由於疫情對於人員流動的管控,部分工廠歲修並沒有在第二季度進行,使疫情對於產出的整體影響低於預期,因而當季收入和毛利率都略超指引。
趙海軍表示,由於智能手機出貨量下跌,因此對集成電路需求下跌,要增加集成電路向智能手機製造商銷量,唯一方法是降低價格,不過其他應用層面的產品定價依然堅韌。他指出,部分地區經濟下行打擊智能手機需求,不過由於很多技術接點產量沒有增加,工業和汽車應用產品供不應求。
趙海軍預計,公司資本開支水平會持續,不會發生太大變化。
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