兆易創新(603986.SH):展望二季度目前看消費行業庫存去化已取得非常顯著的成果,能經常看到急單的出現
格隆匯5月5日丨兆易創新(603986.SH)於2023年4月28日16:00-16:45接受機構調研,就“一季度是公司的傳統淡季,今年一季度公司產品價格也有下降,但營收約環比持平,請問公司今年整體的競爭策略?二季度量和價的維度上如何展望?上游代工的降價在什麼時間能體現?”,公司回覆稱,公司目前的策略是以搶佔市佔率為優先,依託多產品系列的組合,以及產品品質和服務的優勢等有利因素,積極進取以取得更好的市佔率,為後續供求關係下一輪景氣週期做好準備。展望二季度,目前看消費行業庫存去化已取得非常顯著的成果,能經常看到急單的出現,這表明客户需求已經在出現。工業領域的供求關係反轉比消費領域會晚一些,其庫存去化還需要一些時間。總體來看,第二季度從量的維度上可能環比一季度不會有太大的變化,價格則是動態變化、市場博弈的過程,公司會持續觀察。
就上游代工環節看,目前產能供應充足,公司會積極跟進代工廠的產能和價格變化的情況,在合適的時機爭取有利條件優化產品成本。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.