Core Viewpoint - Naxin Micro (02676) shares rose over 8%, reaching HKD 146.1 with a trading volume of HKD 50.63 million, following the announcement of expected revenue growth and reduced losses for 2025 [1] Company Summary - Naxin Micro anticipates achieving revenue between RMB 3.3 billion and RMB 3.4 billion for the fiscal year 2025, representing a year-on-year growth of 68.34% to 73.45% [1] - The company expects a net loss attributable to shareholders of between RMB -250 million and RMB -200 million for 2025, indicating a narrowing of losses compared to previous periods [1] Industry Summary - Media reports indicate that major IC design companies, such as MediaTek, plan to adjust prices to reflect rising manufacturing costs [1] - Analog chip companies, including Analog Devices, are set to implement price increases starting February 1, which may signal a shift in the supply-demand dynamics within the analog chip sector [1] - Galaxy Securities notes that the analog chip design sector is showing signs of recovery, with price hikes from companies like Analog Devices and Texas Instruments [1]
纳芯微涨超8% 公司预计去年亏损收窄 模拟芯片行业供需关系有望迎来变化