振芯科技(300101) - 振芯科技调研活动信息
CORPROCORPRO(SZ:300101)2023-02-20 09:11

Group 1: Business Performance - In 2022, the integrated circuit business achieved record sales, benefiting from supply chain capacity release and high industry prosperity, with significant growth in RF and interface products [1] - The semiconductor industry faced a decline in overall demand due to geopolitical conflicts, COVID-19, and global inflation, impacting the consumer electronics market [1] - The company's growth in integrated circuits is primarily driven by the communication, industrial control, and automotive sectors [1] Group 2: Industry Outlook - The domestic integrated circuit industry is expected to continue rapid development in the coming years, supported by national policies and strong market demand [2] - The company aims to maintain its leading position in converter, clock, software-defined radio, and high-speed interface technologies through continuous product iteration and user demand exploration [2] Group 3: Legal and Operational Updates - The lawsuit involving the controlling shareholder, Chengdu Guoteng Electronics Group Co., Ltd., is still under review with no new developments; the company's daily operations remain normal [2] - The company has over 371 R&D personnel as of June 30, 2022, and emphasizes talent acquisition and collaboration with universities to strengthen its technical team [3] Group 4: Financial Health and Inventory Management - The company plans to maintain a high ratio of R&D investment while ensuring stable cash flow to support business development [3] - High inventory turnover days are attributed to proactive stockpiling based on sales expectations and industry characteristics; future plans include optimizing procurement and production processes [3]

CORPRO-振芯科技(300101) - 振芯科技调研活动信息 - Reportify