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中芯國際(00981.HK)2023年歸母淨利潤9.03億美元 同比下降50.4%

格隆匯3月28日丨中芯國際(00981.HK)公吿,2023年收入63.22億美元,同比下降13.1%;歸母淨利潤9.03億美元,同比下降50.4%;基本每股收益0.11美元。

2023年,受全球經濟疲軟、市場需求不振等因素影響,半導體行業週期下行。2023年下半年,終端市場的需求呈一定復甦跡象,但整體供應鏈庫存處於高位,終端產品銷售狀況處於調整階段,庫存消化仍為2023年半導體行業主旋律。

中長期看,全球半導體行業兼具週期性和成長性,短期的供需失衡不會影響行業的中長期向好。伴隨着家居、教育、科研、商業、工業、交通、醫療等各領域應用設備智能化需求的上升趨勢,市場活力逐漸恢復,終端市場規模獲得持續改善,產業鏈各個環節有望逐級回暖。晶圓代工作為產業鏈前端的關鍵行業,產能利用率有望逐步恢復,實現持續穩健的中長期成長。

報吿期內,公司在管理提升、隊伍建設、降本增效、技術攻關、市場拓展等方面積極採取創新舉措,全力以赴落實全年各項任務。在整體處於下行週期的大環境下,公司把握日益增長的在地製造需求和日益激烈的成本競爭帶來的產業鏈重組機遇,通過快速識別客户的市場份額增量品類,積極主動地響應客户需求變化,及時調整產品組合,聚焦技術創新和工藝優化,為客户提供全方位的平台技術支持與設計服務,與客户共克時艱。公司在夯實短期經營基礎的同時,放眼中長期產能佈局,堅定把握半導體長期增長的大趨勢。

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