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樂鑫科技(688018.SH):目前公司庫存情況有所好轉
格隆匯 05-22 10:40

格隆匯5月22日丨有投資者向樂鑫科技(688018.SH)提問:23年第一季度庫存水位情況?我們看到同行業的庫存都在大幅計提減值,公司情況如何?

樂鑫科技回覆:公司去年計提存貨減值準備約500萬元,主要系公司對部分模組產品升級換代,早期型號物料需求下降。目前公司庫存情況有所好轉,去年年底庫存拐點已現。23年Q1期末存貨餘額為38,527.28萬元,較上年報吿期末減少14.19%。隨着營業收入的增長,目前庫存水平已維持在合理範圍,不存在進一步去庫存的壓力。公司產品受到客户歡迎,品質性能有保障,性能上有差異化,因此可以保持穩定的價格。對於有偏重成本導向的行業應用,我們也已經推出量產了相應的產品線ESP32-C2,成本會更低。對於重視性能表現的應用場景,則保持價格穩定。

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