东芯股份:公司存货主要由原材料、委托加工物资、库存商品等构成
Core Insights - The company reported an increase in inventory from 890 million yuan at the beginning of the period to 1 billion yuan in the current period, raising questions about the reasons behind this increase and potential risks associated with inventory depreciation [2]. Inventory Management - The company's inventory primarily consists of raw materials, entrusted processing materials, and finished goods [2]. - The procurement plan is based on the company's inventory situation, customer demand, and market forecasts [2]. - The current inventory structure is mainly focused on wafers, with storage being a general product, indicating that the company believes inventory risks remain within a controllable range [2].