星宸科技:公司预期毛利率将呈逐季向好的趋势
Zheng Quan Ri Bao Zhi Sheng·2025-11-14 10:37

Core Viewpoint - The company anticipates a gradual improvement in gross margin over the coming quarters, driven by price increases and cost advantages from safety stock [1] Group 1: Gross Margin Outlook - The company expects gross margin to show a positive trend on a quarterly basis [1] - Future gross margin recovery is attributed to price hikes and cost advantages from safety inventory [1] Group 2: Market Dynamics - The cyclical fluctuation of storage chip prices is a normal occurrence in the industry [1] - The company benefits from economies of scale, which enhance its bargaining power and supply capabilities [1] - Regardless of whether storage prices decline, the company can meet long-term customer demand in terms of capacity and pricing [1]