晶合集成(688249.SH):預期第三季度產能將繼續維持滿載
格隆匯7月26日丨晶合集成(688249.SH)近日在接待機構投資者調研時表示,公司上半年預計實現營業收入430,000.00萬元至450,000.00萬元,同比增長44.80%至51.53%;預計實現歸屬於母公司所有者的淨利潤15,000.00萬元到22,000.00萬元,同比增長443.96%到604.47%。
業績同比增長較好原因主要有以下三點:一是從3月份起產能持續維持滿載狀態,上半年整體銷量實現快速增長;二是非DDIC產品佔主營業務收入比例大幅提升,其中CIS已成為公司第二大主軸產品;三是研發進展順利,55nm的BSI已經進入量產階段,40nm高壓OLED也已實現小批量生產,28nm產品開發正在穩步推進中。從現在來看,公司預期第三季度產能將繼續維持滿載,公司已根據市場情況對部分產品代工價格進行上調,後續將持續結合市場情況及產能利用率對代工價格進行相應調整。
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