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中国银河给予紫光国微推荐评级,紫光国微点评报告:Q2业绩拐点已现,特种集成电路龙头再起航
Mei Ri Jing Ji Xin Wen·2025-08-19 08:38

Group 1 - The core viewpoint of the report is that China Galaxy recommends Unisoc (002049.SZ) due to several positive indicators for future performance [2] - A performance turning point is expected in Q2 2025, with an even better growth rate anticipated in Q3 [2] - The production and delivery pace is accelerating, with orders being delivered continuously [2] Group 2 - The completion of share buybacks and the expected acceleration of equity incentives are seen as positive factors [2] - Continuous product updates and iterations are leading to success across multiple fields [2] - The successful production of special chip packaging lines is expected to support high profit margins [2]