國科微(300672.SZ):公司主營為廣播電視、智能安防、固態存儲、物聯網等芯片的研發和銷售
格隆匯6月25日丨國科微(300672.SZ)公佈,公司股票連續三個交易日(2021年6月23日、2021年6月24日、2021年6月25日)收盤價格漲幅偏離值累計超過30%,根據《深圳證券交易所創業板股票交易特別規定》,屬於股票交易異常波動的情形。
經核查,公司、控股股東和實際控制人不存在關於公司的應披露而未披露的重大事項,也不存在籌劃階段的重大事項。
供應鏈風險。公司專注於集成電路芯片的設計研發,生產採用Fabless經營模式。近期,全球集成電路行業產能緊缺,晶圓代工廠、封裝測試廠的產能能否滿足公司的採購需求存在不確定性。同時,上游代工廠產能的切換和產線的升級均可能導致公司採購價格的波動與產品毛利率的降低。
成長性風險。公司主營業務為廣播電視、智能安防、固態存儲、物聯網等芯片的研發和銷售。公司擁有較強的創新能力,主營業務和產品符合國家戰略性新興產業發展方向,但是,公司所處集成電路設計行業已高度市場化,競爭激烈,如果公司的持續創新能力、管理水平、人才儲備等內部因素不能適應公司持續快速發展的需要,或相關政策等外部因素髮生重大不利變化,將對公司的成長性帶來不利影響。
除上述風險外,還包括研發失敗的風險、核心技術泄密風險、人力資源不足及人才流失風險、知識產權風險、利潤依賴政府補助風險以及疫情對公司經營造成不利影響的風險等。敬請投資者關注相關內容。
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