模拟芯片行业供需关系变化
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纳芯微午后涨超10% 模拟芯片行业供需关系有望迎来变化
Xin Lang Cai Jing· 2026-02-03 05:48
Group 1 - Naxin Micro (02676) shares rose by 10.01%, currently priced at 148.40 HKD, with a trading volume of 79.2555 million HKD [1][3] - The company expects to achieve an operating revenue of 3.3 billion to 3.4 billion CNY in 2025, representing a year-on-year growth of 68.34% to 73.45% [1][3] - The projected net profit attributable to the parent company for 2025 is expected to be between -250 million to -200 million CNY, indicating a narrowing loss compared to the previous year [1][3] Group 2 - Media reports indicate that major IC design company MediaTek plans to moderately adjust prices to reflect rising manufacturing costs [1][3] - Analog chip company Analog Devices has announced a price increase across its entire product line effective February 1 of this year [1][3] - According to Galaxy Securities, the analog chip design sector is showing signs of recovery, with price increases announced by companies like Analog Devices and Texas Instruments, suggesting a potential shift in supply-demand dynamics within the analog chip industry [1][3]
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
Zhi Tong Cai Jing· 2026-02-03 03:47
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]