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研报掘金 | 东兴证券:捷捷微电Q1业绩低于预期 静待下游消费电子等行业回暖 维持推荐评级

Research Report Nuggets | Dongxing Securities: Jiejie Microelectronics's Q1 performance fell short of expectations, waiting for downstream consumer electronics and other industries to pick up and maintain recommended ratings

Gelonghui Finance ·  Apr 19, 2023 14:43
Gelonghui, April 19, 丨 Dongxing Securities Research Report said that Jiejie Microelectronics released a performance forecast for the first quarter of 2023. Guimu's net profit was 25.5928 million yuan to 35.1299 million yuan, a year-on-year decrease of 65%-75%. The company's Q1 performance fell short of expectations, mainly because the thyristor market has yet to recover. The company's stock business, the thyristor market, continues to be under pressure, and losses at the Nantong plant have dragged down performance. On the other hand, the company vigorously deployed the fields of new energy vehicles and photovoltaic energy storage, and sales of MOSFET products continued to grow. The downstream consumer electronics industry needs to pick up. The company will increase capital expenditure and integrate global marketing centers, which is expected to gain a higher market share when the industry recovers later. Dongxing Securities believes that the company is a leading thyristor company, is actively expanding production to increase the share of MOSFET products and maintaining the company's “recommended” rating. The stock is currently reported at 2,086 yuan, with a total market value of 15.4 billion yuan.

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