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賽微電子(300456.SZ):瑞典產線2022年訂單、生產與銷售狀況仍保持良好
格隆匯 06-29 08:32

格隆匯6月29日丨賽微電子(300456.SZ)近期在接待機構調研時表示,在國際地緣政治衝突、通貨膨脹高企、收購德國FAB5意外失敗等的背景下,瑞典產線2022年的訂單、生產與銷售狀況仍保持良好,以瑞典克朗計價的銷售收入與2021年保持了相同水平,但盈利水平的確因自身成本及費用、公司集團層面股權激勵費用等因素而顯著下降。且由於瑞典克朗與人民幣之間的匯率波動,導致瑞典MEMS產線實現的收入及利潤按人民幣折算後降幅進一步擴大。進入2023年,瑞典Silex的業務情況正在恢復正常,且基於調整後的發展戰略,挖掘現有產線的產能潛力,積極服務市場需求。包括瑞典團隊近期到訪中國,一方面是與集團、FAB3進行當面溝通交流;一方面也是當面拜訪在中國的重要及潛力客户。

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