中芯(00981.HK)赵海军:整体首季度淡季不淡 外部环境为下半年带来不确定性

阿斯达克财经
12 Feb

中芯国际(00981.HK) 联合首席执行官赵海军在业绩发布会上表示,目前整体客户产品库存相对健康,根据与产业链伙伴的广泛沟通,普遍认为今年除人工智能继续高速增长外,市场各应用领域需求将录得持平或温和增长。
赵海军提及,近期亦留意到汽车等产业向国产链转移切换的进程,由验证阶段进入体量接收,部分产品正式量产;在国家刺激消费政策的红利带动下,客户补库存意愿较高,消费电子、互联、手机等补单急单较多,整体第一季度淡季不淡;外部环境为今年下半年带来一定不确定性,同业竞争愈演愈烈。(js/u)

(港股报价延迟最少十五分钟。沽空资料截至 2025-02-11 16:25。)

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