You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
普冉股份(688766.SH):產品ASP和毛利率依然會有改善空間
格隆匯 09-01 10:55

格隆匯9月1日丨有投資者向普冉股份(688766.SH)提問:請問公司上半年綜合毛利率變化情況?Q2環比Q1變化趨勢如何?變動原因是什麼?

普冉股份回覆:2023年上半年公司綜合毛利率為20.57%,較去年同期下降12.44個百分點。Q1、Q2毛利率分別為22.16%和19.35%,環降2.81個百分點。

分產品條線去看,NOR Flash及MCU的毛利率保持穩定。綜合毛利率小幅下滑主要是由於EEPROM中,佔比較大的CCM毛利率出現一定幅度下滑。主要是由於手機市場需求疲軟、設計廠商競爭加劇導致的產品單價下滑。

後續去看,隨着市場供需關係的持續改善,價格將逐步迴歸正常水平,同時隨着公司新產品的逐步推出和起量,產品ASP和毛利率依然會有改善空間。謝謝!

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.
uSMART
Wealth Growth Made Easy
Open Account