北京君正(300223.SZ):存儲芯片的價格可能還是會有一定下調,下半年行業市場價格也許會趨於穩定
格隆匯4月27日丨北京君正(300223.SZ)於2023年4月25日召開線上電話交流會,就“公司下半年在存儲和模擬互聯這塊的庫存和產品價格會是怎樣的波動?公司對這方面的收入和毛利率的一個預期情況是怎樣的?”,公司表示,我們認為下半年行業市場會開始有一定的復甦,庫存的話,我們去年每個季度的庫存規模都在增長,基本是一兩個多億的增長,但今年Q1比去年Q4只增長了四千多萬,庫存規模開始收斂,下半年庫存水平希望可以看到下降趨勢。
從價格來説,存儲芯片的價格可能還是會有一定下調。下半年行業市場價格也許會趨於穩定,毛利率可能也會回落到常規水平,基本在30%出頭吧。
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