丘鈦科技(01478.HK)年度營收跌8.9%至125.31億元 毛利率約4.1%
格隆匯3月25日丨丘鈦科技(01478.HK)公佈,截至2023年12月31日止年度營業收入約為人民幣125.31億元,同比減少約8.9%;年度毛利約為人民幣5.09億元,同比減少約6.0%,年度毛利率約為4.1%;年度溢利約為人民幣8353.1萬元,同比減少約50.9%,基本每股盈利為人民幣0.069元。
營業收入減少主要由於:受宏觀因素影響,本年度全球智能手機的銷售數量較上年度下跌,令得應用於智能手機的攝像頭模組和指紋識別模組的需求下跌,本集團攝像頭模組的銷售數量同比下滑約11.9%。
毛利率仍然較低的主要原因為:(i)受宏觀因素影響,全球智能手機的銷售數量下跌,市場競爭加劇,擠壓單價以及利潤率。同時,集團應用於智能手機的攝像頭模組的銷售數量同比下滑,令得集團的營業收入較上年度有所下降,單位產品折舊等固定成本上升;(ii)人民幣兑美元匯率於該年度仍然疲軟,中間價由2023年初的6.9646調整至2023年末的7.0827,貶值約1.7%,全年交易日的平均匯率約為7.0467,較上年度約6.7261貶值約4.77%,而人民幣兑美元即期匯率更是通常均高於上述中間價,令得以美元計價進口結算的材料成本居高不下,對毛利率帶來負面影響;及(iii)車載攝像頭模組業務雖然較上年度有了長足進度,但總體上仍處於投資與市場開拓階段,因此產能利用率仍待提升,影響了綜合毛利率。
溢利減少的原因主要為:(i)營業收入較上年度下滑約8.9%;及(ii)集團投資的一家聯營公司於該年度的經營仍未如理想,虧損額較上年度擴大。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.