今年重挫50% 正齐科技(MI,5286,主板科技组)谷底徘徊
科技业复苏曙光渐现,科技股近来从谷底翻身走强,但正齐科技(MI,5286,主板科技组)却心有余而力不足,股价仍在谷底徘徊。
公积金局减持 不再是主要股东
翻看该股走势,从年初起就持续走低,今年至今已重挫超过50%,加上雇员公积金局日前也将持股减至少于5%,不再是该公司主要股东。
俄乌战争、美国经济衰退等疑虑冲击整体科技业,正齐科技股价从年初3令吉29仙水平持续走跌,一度跌破1令吉40仙,跌幅超过一半。
该公司28日宣布的次季财报,虽然营业额和净利按季都有所增长,并派息1仙,但却未激起股价大力回弹,或与次季营业额和净利按年双双下滑20.2%和28.5%有关。
该股全周走势跌宕起伏,股价连日走跌至1令吉47仙后慢慢回扬,但因缺乏后劲支撑而再次转跌,上周五收在1令吉51仙,全周丢失6仙。
屋漏偏逢连夜雨,公积金局连日抛售该股,29日更是大力抛售56万5400股,将持股减至5%以下,退出主要股东行列,也令股价难以振作。
分析员指出,半导体设备行业仍处于低迷状态,严重影响了正齐科技利润,占该公司41%收益的半导体设备业务,上半年收益大减59%,而半导体材料业务则增长了将近10倍。今年上半年,移动设备与通讯业务贡献了56.9%销售,电脑和配件为16%,高效能运算、数据中心和存储为12.2%,工业与物联网占10.4%,余下4.5%为自动与输送业务。
鉴于外包半导体封测(OSAT)客户的供应链中断及一些外包厂商的扩充计划延展而导致需求下滑,该公司的半导体设备业务会比去年更疲软。虽然管理层放眼今年半导体设备业务销售要达到2亿令吉,但上半年只贡献了8560万令吉,要想达到目标,下半年需要加把劲了。
受供应链中断和疫情停工影响,正齐科技在中国宁波的新厂房延迟了1至2季才开始营运,该厂房比台湾的厂房大将近3倍。新厂房已有两条生产线开始尝试营运,为公司贡献小额业绩。
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