兆馳股份(002429.SZ):芯片於今年二季度完成擴產,並於7月實現單月滿產實現產能100萬片
格隆匯10月23日丨兆馳股份(002429.SZ)投資者關係活動記錄表顯示,芯片業務的成長性主要體現在以下幾個維度:
一是產能持續提升。芯片於今年二季度完成擴產,並於7月實現單月滿產實現產能100萬片,公司預計在今年年底前繼續推進設備改進,產能有望進一步提升。
二是產品結構調整。公司今年新投放產能會逐步投向高毛利、高附加值產品領域,在實現滿產的目標前提下,不斷提升中高端產品領域滲透率。
三是產品價格修復。根據市場供需關係以及市場回暖程度,對已獲得主要市場份額的產品進行價格修復。
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