納芯微(688052.SH):下游大部分行業的庫存去化接近尾聲,開始逐步走向恢復增長的轉變
格隆匯6月20日丨納芯微(688052.SH)近日在路演活動中表示,公司下游應用領域包括泛能源、汽車電子、消費電子等,23年泛能源市場營收佔比約60%,汽車電子佔比約30%,消費電子佔比約10%,從目前情況看,下游大部分行業的庫存去化接近尾聲,開始逐步走向恢復增長的轉變,泛能源內部的工控、電源模塊等下游領域已開始逐步恢復,光儲領域的部分客户在二季度也看到恢復的跡象,消費電子是最早走出去庫存影響的領域,汽車電子領域則仍然保持穩健增長態勢。
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