Market Brief

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Author

袁鉅文先生 (Aman Yuen)
經理

金融經濟系畢業, 從事股票衍生工具投資工作已有十年, 善於技術分析及期權買賣策略.歡迎各位來電交流心得
Phone:
36670666

1912 康特隆

Tuesday, January 5, 2021 Views5759

集團主要從事採購及銷售集成電路(「IC」)產品,並提供IC應用解決方案及增值服務以滿足客戶需求。公司的業務專注於快速增長的新興市場,尤其注重提供環保及節能的解決方案。

 

集團的傳感器IC應用解決方案及自動控制解決方案幫助客戶產品自動檢測及對環境中的不同變化情況作出反應。本集團為雷達傳感器提供應用解決方案,以用於

(i)汽車,以協助司機停車及提供自動駕駛功能;

(ii)無人機,以保持飛行的穩定性及躲避障礙物;

(iii)安全系統,以連接錄像檢測、識別及追蹤移動物體;

(iv)交通監控系統,以計量行駛汽車的速度及監控交通擁堵;

(v)擁有動作感應功能的智能照明系統。我們亦為壓力傳感器提供應用解決方案,用於智能手機及智能手錶檢測海拔高度。

 

收入

截至2020年6月30日財政收入約為62,961,000美元,而前一期間約為36,691,000美元,增幅約71.6%,主要是由於移動設備及智能充電類業務增長。

 

銷售成本

本期間銷售成本約為58,167,000美元,而前一期間約為32,861,000美元,增幅約77.0%。銷售成本主要包括(i) 材

料成本;(ii)員工成本;及(iii)運輸及物流成本。我們的材料成本指IC的採購成本,是我們銷售成本的最大組成部

分,該增加與收入增長一致。

 

毛利及毛利率

本集團於本期間錄得毛利約4,794,000美元,而前一期間錄得約3,830,000美元,增加約964,000美元,主要是由於在銷售智能手錶及物聯網模組的應用解決方案中,移動設備及智能充電的毛利金額增加及毛率減至7.0%(前一期間:8.0%)。本集團於本期間及前一期間分別錄得總體毛利率約7.6%及10.4%。

 

 

基於中美貿易戰,特別是蕊片行業影響很大,而康特隆是一間採購和銷售的香港公司,業務將受到嚴重打擊,故建議沽售。

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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