普冉股份(688766.SH):目前行業MCU的庫存水平依然處於非健康狀態
格隆匯9月1日丨有投資者向普冉股份(688766.SH)提問:請問上半年MCU的量價走勢及毛利率走勢是什麼樣子的?目前行業庫存處於什麼水平?行業預計什麼時候見底?
普冉股份回覆:上半年整體去看,MCU處於持續消庫存水平,價格處於下跌趨勢,出貨量保持平穩,但由於成本優化及產品結構改善,Q2MCU的毛利率環比Q1繼續出現小幅改善,實現了Q1、Q2連續兩個季度的毛利率持續改善。
目前行業MCU的庫存水平依然處於非健康狀態,預判行業將進行持續一段時間的去庫存。就公司自身而言,MCU產品於去年Q2推出,原廠庫存及對應的渠道廠商庫存均較為健康,面臨較小的去庫存壓力。
公司目前在定價策略上已經持續改善,針對部分領域的部分客户及產品進行良性控價,後續會繼續基於市場的動態變化,調整公司的定價策略及產品導入策略。謝謝!
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