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中芯國際(00981.HK)料全年收入按年增34% 上調資本開支預測
中芯國際(00981.HK)聯合首席執行長趙海軍在業績會議上表示,第四季集團的收入指引將按季跌介乎13%至15%;毛利率介乎30%至32%。全年則料收入達73億美元(下同),按年增加34%;毛利率約為38%;預期資本開支將由50億元上調至66億元。 他指出,周期調整會維持到明年上半年,根據當前的經濟走勢和清庫存的節奏,顯示行業有復甦的跡象,惟這個影響對代工行業來說會有滯後。另外,美國新修訂的出口管制對中國電腦行業作出限制,亦為集團帶來不利影響。他提到,目前客戶憂慮資金和高庫存的問題,只有待經濟恢復,訂單需求才會上升,才能帶動行業走出下行周期。 他透露,在目前預期的資本開支中,主要是為了集團位於深圳、北京、和上海擴產項目的預付款,並未包括天津項目的建設、地價等經費。他提到,目前國際供應鏈緊張,目前集團對未來的規劃和預付款周期很長,產能亦需要時間逐步增加,預計明年的產能不會有爆發性增加,會按季以集團平均水平上升。他指出,在公司擴產的同時,人才招募進度良好,半導體行業發展受到重視,集團員工已從去年的1.5萬至1.6萬人,增至今年的超過2萬人。
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