芯聯集成(688469.SH):預計公司Q3收入將繼續保持兩位數增長的良好態勢
格隆匯9月10日丨芯聯集成(688469.SH)在投資者關係活動上表示,公司收入增長主要來自於3個領域和國產替代需求的聯合推動:①新能源車領域:新能源車市場正在加速進入集中化階段,憑藉技術優勢,公司有望加大繼續提升市場份額。②高端消費領域:公司加大了高端消費市場的擴展力度,高端消費領域產品出貨量比例顯著提升。隨着AI技術在手機、筆電等消費領域的應用,將帶動公司消費相關產品的銷量增長。③新能源風光儲領域:經過幾年的產品開發和市場開拓,公司已經形成完整的產品系列,並已深入頭部系統廠家供應鏈。隨着新能源市場的不斷擴大和政策支持力度的增加,公司相關產品的銷量有望實現快速增長。④國產替代需求:在國家政策的推動下,國內企業對關鍵核心技術的自主研發力度不斷加大,公司也將受益於國產替代的需求快速增長。在市場及需求的推動下,預計公司Q3收入將繼續保持兩位數增長的良好態勢。
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