長電科技(600584.SH):海外的很多大客户和國內的大客户三、四季度有逐步回暖的趨勢
格隆匯11月28日丨長電科技(600584.SH)在“走進上市公司”活動上表示,總體而言,海外的很多大客户和國內的大客户三、四季度有逐步回暖的趨勢。從季節性角度,上半年為行業淡季,明年上半年出現需求調整符合正常季節性節奏,但預計不會重新進入大範圍同比調整,下半年行業將重新恢復增長。基於行業呈現的上下波動性回升的趨勢,我們對明年保持謹慎樂觀。公司整體毛利率變化情況除了看稼動率之外也要看產品結構。預計公司第四季度毛利率環比第三季度保持穩健。
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