中芯国际赵海军:公司与客户协商上调定价,涨价效应逐步体现

华尔街见闻
5 hours ago

在今日的一季报业绩说明会上,中芯国际联合CEO赵海军表示,一季度毛利率为20.1%,环比增加0.9个百分点,主要因为销售单价上升和产品结构优化。结合当前市场形势,在供不应求的产品类别,公司与客户协商上调定价,涨价效应逐步体现;加之部分客户顾虑后续外部环境不确定性可能带来供应不足或继续推高供应链价格,提拉消费、IoT产品类产品备货,使得公司在手订单充足。综合以上因素,二季度,公司给出的收入指引为环比增长14%到16%,预计出货量和平均销售单价均有明显提升;毛利率指引为20%—22%,与上一季指引相比提升2个百分点,主要是因为平均销售单价的上升。

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