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燦瑞科技(688061.SH):二季度出貨量得到較大改善,預計會有較為明顯的環比增速
格隆匯 07-07 13:49

格隆匯7月7日丨有投資者向燦瑞科技(688061.SH)提問:2023年第一季度公司毛利率下降較多,第二季度是否能夠得到改善?

燦瑞科技回覆:2023年第一季度以來,國內以手機為代表的電源管理相關芯片產品發生了較大幅度價格波動,公司電源管理產品價格也發生較大波動,進而導致電源產品毛利有較大幅度下降,但智能傳感器芯片價格相對穩健;此外公司經營模式為“Fabless+封裝測試”,封裝測試業務上半年度受整體行業景氣度影響,稼動率有所下降,也將對綜合毛利有所影響,因而短期綜合毛利改善有一定難度。從歷史經驗來看,二季度屬於行業的傳統旺季,根據目前的出貨情況,二季度出貨量得到較大改善,預計會有較為明顯的環比增速。

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