研報掘金丨民生證券:思瑞浦Q2毛利率承壓,汽車、泛工業市場持續推進
民生證券15日研報指出,思瑞浦(688536.SH)Q2營收環比小幅下行,毛利率承壓。汽車、泛工業市場持續推進,完善多領域佈局。同時公司和國內領先的SoC公司強強合作,配合推出國產化參考設計,助力機器人、汽車座艙信息娛樂系統的國產化。公司信號鏈和電源管理產品推陳出新,首款MCU產品送樣驗證。後續產品系列也已進入芯片設計階段,在工業控制和新能源方向豐富和拓展產品組合。預計公司2023/24/25年歸母淨利潤分別為1.23/3.33/5.89億元,對應現價PE分別為187/69/39倍。維持“推薦”評級。
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.