晶門半導體(02878.HK)盈警:預期中期股東應占綜合溢利減少約43%至47%
格隆匯7月15日丨晶門半導體(02878.HK)公吿,集團預期截至2024年6月30日止六個月將錄得未經審核股東應占綜合溢利約7.0百萬美元至7.5百萬美元,較截至2023年6月30日止六個月約13.2百萬美元減少約43%至47%。
未經審核股東應占綜合溢利於2024年上半年減少的主要原因為銷售收入及毛利減少。因高通脹影響,消費性電子產品需求未見回覆,另外,電子貨架標籤現處於由三色技術(E4)過渡至四色技術(E5)的過程,集團於2024年上半年以相對較低售價策略性地對E4IC進行庫存清理。以上是導致集團產品平均售價降低的主要原因。
儘管未經審核股東應占綜合溢利有所下降,且2024年上半年的E4IC的平均售價較2023年上半年亦有所下降,但董事會強調,集團於2024年上半年仍能錄得較2023年下半年相比較佳的未經審核股東應占綜合溢利,這主要是由於產品開發策略獲得優化,尤其是在大型顯示及PMOLED領域;集團因此能夠維持穩定的IC付運增長(相對2023年下半年)。
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