电子行业意法半导体25Q2跟踪报告:工业市场处于上行周期 指引汽车终端收入逐季环比提升

招商证券
Jul 27, 2025

事件:意法半导体(STM)近日发布2025Q2 财报,营收27.7 亿美元,同比-14.4%/环比+9.9%,毛利率33.5%,同比-6.6pcts/环比+0.1pct。综合财报及交流会议信息,总结要点如下:评论:1、25Q2 营收超指引中值,净利润同环比下滑。公司25Q2 营收27.7 亿美元,同比-14.4%/环比+9.9%,超指引中值;毛利率33.5%,同比-6.6pcts/环比+0.1...

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