中芯(00981.HK):客戶市場份額帶動訂單提升 續發展新產品
中芯國際(00981.HK)聯合首席執行官趙海軍表示,需求分為供不應求的工業類和新的能源汽車,產品的類型很多,公司未有足夠產品型號,因此不能用來填產能。而最大的產能復甦來自手機、消費等方面,雖然這兩個方面的需求未見回升,但是由於品牌正在調整供應鏈,令集團的客戶獲得較大的市場份額,為集團帶來更多訂單,以滿足新的份額分配。
他指,部分產品對價格很敏感,但中芯沒有追求價格競爭,因此有部分低價訂單離開,而仍存在的訂單的平均價格則會上升。他又表示,代工生產的產能和利用率不足,是受到大環境需求降低和庫存所影響。集團的策略是全力發展新產品,因為它們沒有庫存,所以在供應鏈中可以多做一些,而一個新產品大概需要3至5個月的庫存才能在市場達到平衡。另外,集團客戶的市場份額增長較大,亦帶動了公司訂單需求。
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