偉測科技(688372.SH):上海總部產能基本上已經滿產
格隆匯5月7日丨偉測科技(688372.SH)投資者關係活動記錄表顯示,上海總部產能基本上已經滿產。公司計劃在上海拿地,建設集團總部和研發中心,包括和客户聯合建一些實驗室;南京廠土建已經完成,目前在裝修的收尾階段,已有部分機台進場進行試產,預計5月份能夠正式投入使用;無錫項目還在設計階段,預計今年5、6月份會開工;深圳廠已量產。
從公司2024年第一季度的產品結構上來看,CP佔比為60%,FT佔比為40%。因為設計公司有一些庫存,我們做測試的公司會有一定的滯後效應,預計從二三季度開始會有提升。同時公司在AI、CPU、GPU等高算力方面的佈局目前已經基本完成,前期的研發及客户認證等工作基本完成,預計今年相關產品也會有一定提升。預計今年季度的營收趨勢和去年類似,營收逐季增加。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.