美國擬對半導體徵100%關稅 中芯(00981.HK):未徵求客戶意見料影響較少
美國總統特朗普日前宣布計劃對進口半導體和晶片徵收100%關稅,中芯國際(00981.HK)聯合首席執行官趙海軍表示,目前未有再徵求客戶意見,因為數月前中美兩國曾探討實施報復性關稅,加徵幅度達到125%至145%,當時與海外客戶討論後認為對客戶整體影響少於10%,以第二季美國市場收入佔比近13%計算,預期對集團收入影響少於1.3%。
公司第二季毛利率20.4%,按季2.1個百分點,主要由於生產波動性及產品組合變化令產品平均售價下跌所致。期內產能利用率為92.5%,按季提升2.9個百分點,當中8英寸及12英寸利用率都有所提升。資深副總裁及財務負責人吳俊峰預期,第三季會繼續維持較高產能利用率。
趙海軍指出,按目前訂單情況,至今年10月產能仍然供不應求,至於年末訂單預期,則要視乎手機生產商客戶會否在近期調整全年增長預測。問及漲價考量,他解釋,產品提價主要是由於產能較為緊張,但強調中芯並非業內首間企業領漲,當可比同業加價時集團會跟隨。
他又指,中芯過去幾年資本開支均均高於營業額,投資速度在業內領先,在徵求股東意見後,預期未來幾年會維持穩定速度發展,不會跳躍式擴產。
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.