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普冉股份(688766.SH):NOR Flash終端客户的原廠庫存以及渠道庫存已經幾近健康
格隆匯 09-01 10:54

格隆匯9月1日丨有投資者向普冉股份(688766.SH)提問:目前NOR Flash行業庫存情況怎麼樣?是否能夠判斷行業景氣度的轉折點?

普冉股份回覆:NOR Flash終端客户的原廠庫存以及渠道庫存已經幾近健康,設計原廠的庫存調整也逐步接近尾聲。接下來一段時間,各廠商依然會採取適當的降價策略去化庫存。但隨着行業庫存逐步健康,行業格局逐步出清,預計下半年會持續向好,價格也會逐步迴歸平穩態勢,公司將密切關注後續市場走勢。公司將積極地進行戰略盤整,持續調整以應對市場的迅速變化。面對激烈的行業競爭格局,機遇與挑戰並存,公司會充分發揮公司的產品優勢和韌性,平穩穿越底部,迎來更加強勁的成長期。謝謝!

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