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商絡電子(300975.SZ):今年下半年公司比較看好被動元器件的復甦
格隆匯 07-03 15:12

格隆匯7月3日丨有投資者向商絡電子(300975.SZ)提問:2022年的二季度開始,公司業績較2021年同期有所下降,主要原因是什麼?再結合實際情況談下今年復甦的進度。

商絡電子回覆:主要還是因為整個電子元器件市場波動,在去年年初甚至是前年年底,從被動元器件開始,市場供需關係發生反轉。公司去年一季度業績還可以,是因為還有一些長尾的訂單仍在逐步出貨消化中,因此整個市場供需的倒掛、降價的情況從二季度開始體現,導致業績相比2021年有較為明顯的下降。就目前而言,被動元器件已經處於回暖復甦中,主動元器件目前還處於底部的狀態。今年下半年公司比較看好被動元器件的復甦。

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