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瑞聲科技(02018.HK)首季純利大增909.6%至5.32億元 光學業務收入大增175.7%
格隆匯 05-14 12:22

格隆匯5月14日丨瑞聲科技(02018.HK)披露2020年第一季度業績,期內集團實現收入42.92億元人民幣(單位下同),同比增長20.6%;毛利13.37億元,同比增長62.5%,毛利率由上年同期的23.1%增至31.1%;公司擁有人應占溢利5.32億元,同比增長909.6%;每股基本盈利0.44元。

報吿期內,多個業務板塊的表現呈現可喜的進展,以先進體驗方案引領業務快速發展的競爭優勢得以體現。光學業務方面,集團市場份額持續增長,1G5P混合鏡頭在2021年第一季度已正式量產出貨,差異化的用户體驗將加速其他高端玻塑混合鏡頭項目的導入進度;聲學方面,管理效率改善推動安卓聲學毛利率持續改善,小腔體標準化揚聲器模組的推出將會適配立體聲普及趨勢,在提升客户體驗的基礎上,進一步增強市場競爭力和盈利水準;電磁傳動方面,觸覺反饋解決方案藉助高性能橫向線性馬達,為生態鏈的應用接入提供了優質的用户體驗,提升了消費者的觸覺認知,促進客户進行產品升級和迭代;精密結構件業務在筆記本電腦和平板電腦等新業務中擴展順利;微機電系統器件業務方面,手機市場份額進一步提升,未來將加快在IoT、智能家居、可穿戴設備、車載等市場的拓展。

聲學業務:2021年第一季度,在海外客户銷售旺季部分從去年第四季度推遲至今年第一季度的影響下,以及安卓聲學產品市佔率提升的推動下,聲學分部銷售額同比上漲47.5%至21.0億元。集團產品線管理持續優化,通過項目制閉環管理降本增效明顯,安卓聲學產品在2020年第四季度毛利改善的基礎上持續改進,聲學整體毛利率比去年同期上漲11.4個百分點至37.4%,未來隨着安卓聲學單體到模組的生產逐步實現自動化,安卓聲學產品和聲學分部的整體毛利率水平將持續提升。

光學業務:2021年第一季度,隨着塑膠鏡頭出貨量提升,以及模組業務的銷售穏定增長,光學分部銷售額同比增長175.7%至6.74億元。憑藉高精密度和定製化的生產設備,以及自動化的生產方式,集團光學業務的良率和生產效率穩步提升,光學業務整體毛利率同比提升18.1個百分點至27.8%,其中塑膠鏡頭毛利率達到36.3%,模組業務毛利率在第一季度也已經轉正。

電磁傳動及精密結構件業務:2021年第一季度,由於主要客户電磁傳動產品單價下降,以及金屬中框業務出貨量下降,此分部銷售額同比下降27.3%至12.3億元,由於金屬中框業務毛利率上升,該業務分部合併毛利率比去年同期略上升1.9個百分點至25.5%。

微機電系統器件業務:2021年第一季度,MEMS分部銷售額由於市場份額提升,同比增長42.2%至2.83億元,毛利率同比穩定在16.7%。集團今年將繼續提升市場份額,保持手機業務市佔率較高的情況下,持續在IoT、智能家居、可穿戴設備、車載等市場拓展,集團目前已經是知名新能源汽車品牌的MEMS麥克風供應商。此外,TWS耳機和筆記本電腦市場對於更高信噪比,更小尺寸和更低功耗的產品有升級需求,集團的產品滲透到這些市場將助力集團高端產品佔比提升。

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