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兆易創新(603986.SH):目前還不好對2024年全年的毛利率做準確的判斷
格隆匯 01-30 15:55

格隆匯1月30日丨兆易創新(603986.SH)投資者關係活動記錄表顯示,目前還不好對2024年全年的毛利率做準確的判斷。從產品價格看,不同產品線價格趨勢不一樣,SLC NAND和DRAM目前判斷會温和上升;NOR和MCU目前價格看平;傳感器價格不好判斷,如有上升也是温和上升。各產品平均單價的變化對毛利率會有直接影響,但綜合來看對公司整體毛利率的影響目前不好準確判斷。從成本端看,公司庫存首先持續去化,總量持續下降。其次不同產品線的晶圓廠策略不一樣,有的產品線代工費用基本上保持穩定,有的產品線晶圓代工價格有一定下降,公司會積極爭取供應商的支持。

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