丘鈦科技(01478.HK)公佈年度業績：營收跌26.3%至137.59億元，IoT和車載攝像頭模組產品銷售數量大幅增長
格隆匯3月13日丨丘鈦科技(01478.HK)公佈年度業績，截至2022年12月31日止年度，集團營業收入約為人民幣137.59億元，同比減少約26.3%；年度毛利約為人民幣5.41億元，同比減少約69.3%，毛利率約為3.9%(2021年：約9.4%)；集團溢利約為人民幣1.70億元，同比減少約80.3%，基本每股收益約為人民幣14.5分。
公吿稱，儘管面臨種種不利因素，基於客户的信任支持，加上全體員工抱着迎難而上、百折不回的決心，集團直面疫情肆虐、地緣政治磨擦加劇、消費信心不足等一連串挑戰，於攝像頭模組及指紋識別模組的銷量儘管同比下跌，但均優於中國智能手機銷量的跌幅，巿場份額有所提升；同時，集團戰略性佈局的IoT和車載攝像頭模組產品銷售數量大幅增長，較去年增長約122.7%，於營業收入的佔比明顯增加，逐步展現戰略性佈局的成果。
營業收入減少的主要原因為：(i)受新型冠狀病毒疫情反覆、全球經濟增速放緩等因素影響，全球智能手機特別是高端機型的市場需求不佳，應用於手機的攝像頭模組和指紋識別模組的銷售數量同比分別下滑約12.4%和2.7%；及(ii)應用於手機的攝像頭模組和指紋識別模組的高規格產品佔比下滑，令得攝像頭模組和指紋識別模組的平均銷售單價同比分別下滑約15.8%和34.8%。
毛利率下跌的主要原因為：(i)受宏觀因素影響，應用於智能手機的攝像頭模組和指紋識別模組需求不佳，市場競爭加劇，擠壓單價以及利潤率；(ii)應用於手機的攝像頭模組和指紋識別模組的銷售數量同比下滑，高規格產品佔比亦下滑，令得集團產能利用率下降從而導致單位產品製造成本上升；(iii)IoT和車載攝像頭模組業務仍處於市場開拓階段，因此產能利用率仍待提升，影響了綜合毛利率；及(iv)人民幣兑美元匯率於本年度劇烈波動，中間價由本年初的6.3757調整至本年末的6.9646，貶值約9.2%，令得以美元計價進口結算的材料成本明顯上升，對毛利率帶來負面影響。
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