港股异动 | 纳芯微(02676)涨超7% 据报模拟芯片巨头再涨价 模拟厂商有望迎来利润释放

智通财经网
Mar 10

智通财经APP获悉,纳芯微(02676)涨超7%,截至发稿,涨7.22%,报138.1港元,成交额2663.8万港元。

消息面上,据财联社报道,电子元件供应链人士透露,德州仪器(TI)从4月1日起提高部分半导体产品的价格。此次价格调整可能会影响德州仪器的部分模拟和嵌入式产品线。一些分销商表示,价格上涨幅度可能在15%到85%之间。西南证券认为,随着海外模拟大厂接连涨价,长达2年半的价格战正式落幕,模拟厂商有望迎来利润释放期。

此外,纳芯微此前公布,全年营业总收入约33.68亿元人民币,同比增长71.80%;归属于公司所有者的净亏损约2.41亿元,同比收窄40.2%。收入端,下游市场需求回暖,新产品放量和麦歌恩并表,带动集团出货量和营业收入实现大幅增长;费用端,公司持续深化精益管理与组织提效,公司整体费用占营业收入比例下降,推动了盈利能力的改善。

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