中芯國際(688981.SH):整體來看,工業類和新能源汽車、電動汽車類一直是供不應求,智能家庭在回升,手機類沒有在回升
格隆匯5月16日丨中芯國際(688981.SH)於2023年5月12日召開業績説明會,問答環節中,就“很高興聽到公司業績回升,從終端需求的角度來看,現在下急單的這些客户的產品是主要用在哪些新的產品,怎麼看這個需求的持續性的問題?”,公司回覆稱,整體來看,工業類和新能源汽車、電動汽車類一直是供不應求,智能家庭在回升。手機類沒有在回升,但供應鏈在調整,原來很小份額甚至沒有在供應鏈裏面的供應商,今年的份額在增加,這些供應商很多是公司的客户,下急單給公司。急單有些是已有成熟的產品,需要補倉,更多的都是新產品,首發的新功能,這些是沒有庫存的。消費類,公司明顯看到全球的中低端Wifi、房地產相關的照明燈等需求旺盛。
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