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芯海科技(688595.SH):預計公司的業務將逐季向好
格隆匯 09-19 09:09

格隆匯9月19日丨芯海科技(688595.SH)接受特定對象調研時表示,公司始終認為國產替代的邏輯一直存在,雖然半導體行業去年至今維持去庫存態勢,但從公司上半年的出貨情況來看,下游客户的庫存情況在逐步好轉,預計未來將進一步好轉,公司與客户聯合定義新產品的創新優勢將得到發揮。同時公司的新產品在逐步上量,我們預計公司的業務將逐季向好,在BMS、傳感器調理、PC、汽車電子等重點戰略方向上,不斷提升自身行業地位。

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