You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中芯國際Q2財報:營收穩增16%,利潤下滑!Q3展望謹慎

芯片巨頭中芯國際交出了一份“穩中有壓”的Q2成績單。儘管營收同比增長超過16%,但環比下降、盈利能力承壓。

營收增長,利潤下滑

具體來看,第二季度,中芯國際實現營收22.09億美元,同比增長16.2%,環比小幅下滑1.7%;

公司擁有人應占利潤1.325億美元,同比下降19.5%,環比下降29.5%,且不及市場預估的1.671億美元

本期利潤1.467億美元,同比下降14.9%,環比下降54.6%。

當季,毛利為4.5億美元,環比下降11.1%,同比增長69.7%;毛利率為20.4%,環比下降2.1個百分點,但較去年同期大幅提升6.5個百分點。

產能利用率92.5%,環比增長了2.9個百分點。

收入按地區分類來看,中國區收入佔比84.1%,美國區佔12.9%,歐亞區佔3.0%。

按應用領域劃分,今年第二季度,中芯國際主要收入來自於消費電子和智能手機領域的芯片代工。

其中,消費電子佔比41.0%,智能手機佔25.2%,電腦與平板佔15.0%,工業與汽車佔10.6%,互聯與可穿戴設備佔8.2%。12吋晶圓收入佔比76.1%,8吋晶圓佔23.9%。

此外,公司現金及現金等價物達50.83億美元,流動比率為1.9,財務狀況保持穩健。

期內資本開支達18.85億美元,環比增長33.2%,主要用於產能擴張和技術升級研發開支1.819億美元,環比增長22.2%。

Q3展望謹慎

​公司管理層評論稱,根據一、二季度未經審核的財務數據,公司上半年銷售收入為44.6億美元,較去年同期增長22.0%;毛利率21.4%,較去年同期提升7.6個百分點。

展望第三季度,公司預期收入環比增長5%至7%,毛利率將介於18%至20%之間,略低於Q2水平

這表明公司對未來數季的半導體需求仍持謹慎態度,預期收入持續增長,但盈利能力可能面臨一定挑戰。

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.
uSMART
Wealth Growth Made Easy
Open Account