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兆馳股份(002429.SZ):下半年公司毛利、淨利有望環比改善
格隆匯 08-22 23:27

格隆匯8月22日丨兆馳股份(002429.SZ)投資者關係活動記錄表顯示,下半年公司毛利、淨利有望環比改善,主要有以下原因:①第二季度處於新增產能快速爬坡階段,期間生產的固定費用增加,後續實現滿產後,固定費用攤薄,利潤端有望改善。②產品結構調整,公司計劃將新增產能逐步投向高毛利、高價值產品領域,整體盈利能力有望提高。③第二季度末,公司對部分產品進行提價,並在行業內首推3*7mil、3*6mil芯片,實現同等光效下成本快速下降,大幅提升公司產品盈利能力。下半年,公司將陸續開發2*6mil、2*5mil芯片,推動MiniRGB顯示綜合成本持續下降。

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