You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
樂鑫科技(688018.SH):目前模組佔比已連續4個季度穩定在55%-60%區間
格隆匯 07-31 15:41

格隆匯7月31日丨樂鑫科技(688018.SH)披露投資者關係活動記錄表顯示,模組佔比從之前單季度最高佔比66.6%下降至Q1的56.7%,但Q2略有回升至58.6%,整體來看芯片銷售額的增長速度是高於模組的。一是手持小型化設備的快速增長,例如美容儀、電動牙刷等,由於體積小,因此主要使用芯片。另外,競爭格局改善,下游模組廠在拓展自身業務時,在更多客户項目上選用了樂鑫芯片,模組廠的產業鏈角色就是直接採購芯片用於生產模組,其業務拓展會拉動芯片銷售。目前模組佔比已經連續4個季度穩定在55%-60%區間,可能已達到新的平衡。

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.
uSMART
Wealth Growth Made Easy
Open Account