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中芯國際(00981.HK):市場復甦比預期慢 來年前景不太樂觀
中芯國際(00981.HK)已公布截至6月底止第二季業績。聯合首席執行官趙海軍表示,集團上半年總資本開支為30億美元,預期第三季將延續次季的量增價低情況,料銷售收入按季增長3至5%,而毛利率則約為18至20%。他指,指引是考慮到中國主要設備公司在特別是新產品產品上的庫存續步下降,集團預計第三季的出口量將會上升,同時折舊正穩步增加。公司通過在市場收縮的環境下擴大份額,料下半年銷售收入將優於上半年。 他表示,海外的客戶一般是電子產品市場第一供應商,跟OEM簽訂了長約。在行業下行週期,第二和第三供應商的反應通常會較快,而第一供應商則會有滯後。歐美客戶的反應會比中國的科技公司相差兩個季度,因此,他們在第二季時對訂單和庫存進行更嚴格管理,但中國企業早在去年9月已經開始相關管理。 他續指,市場的復甦肯定比預期慢,明年特別是智能手機和消費電子方面,需要整體宏觀經濟面恢復,而非僅僅是半導體行業的復甦,因此需要較長時間復甦,對來年前景亦不會太樂觀。他表示,集團對於大規模及高速地投資以增大產能的目標未有改變,但會跟著市場走,在執行過程中與客戶密切溝通,以滿足客戶對新產品的需求。
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