中芯國際(00981.HK)料今年銷售額錄低單位數跌幅 毛利率約20%
中芯國際(00981.HK)對2023財年作出指引,預計首季收入按季減少10至12%;毛利率受產能利用率下降和更高的折舊,料降至介乎19%至21%。全年銷售額指引為按年錄低單位數跌幅,毛利率約20%,折舊按年上升逾20%,資本開支則大致持平。聯合首席執行官趙海軍指出,公司今年的資本開支主要是用於成熟產能擴產以至新廠基建,而今年供應鏈依然緊張,料預產能按年持平。長遠來說,隨著市場趨向數碼化,對芯片的需求仍然存在並持續增長。
趙海軍表示,展望今年,智能手機和消費電行業需要時間回暖,工業領域相對穩健,行業電增量需求可以抵銷部分手機消費電的疲弱和負面影響,上半年外部不確定因素帶來的影響仍然複雜,惟客戶信心已經恢復。
資深副總裁兼財務負責人吳俊峰表示,庫存在行業類別上有分別,手機類的庫存相對來說仍然很高;消費電子類則料在可在半年內消化完畢,另外,工業類基本沒有庫存,而特別是新能源汽車類的則是供不應求。他相信,庫存水平正在恢復,要留意宏觀經濟的發展,因為要整個經濟環境好轉才能帶動消費類別的消費。
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