富瀚微(300613.SZ):預計2024年的毛利率可能會呈現下降壓力
格隆匯4月16日丨富瀚微(300613.SZ)在投資者關係活動上表示,公司對2024年毛利率的展望考慮了多個因素。首先,智慧物聯產品的毛利率相對較低,尤其是與專業視頻處理和車載產品相比。隨着智慧物聯產品在公司業務中佔比的增加,整體毛利率可能會受到一定的影響。其次,上游成本的增長,尤其是存儲成本的上升,將對毛利率產生壓力。雖然這些成本上升可能需要一段時間才能反映到下游產品價格中,但總體來看,公司預計2024年的毛利率可能會呈現下降壓力,但公司將通過提高效率和優化成本結構來應對這一挑戰。
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