卓胜微(300782) - 2023年8月30日投资者关系活动记录表

Financial Performance - In the first half of 2023, the company achieved revenue of 1.665 billion CNY, a year-on-year decrease of 25.49% [2] - Net profit attributable to shareholders was 367 million CNY, down 51.26% year-on-year [2] - In Q2 2023, revenue increased by 34.00% quarter-on-quarter, and net profit grew by 114.66% quarter-on-quarter [2] Market Conditions - The consumer electronics demand remains weak due to various external factors, with a slow recovery in market conditions [2] - The company is experiencing a recovery in operational performance due to ongoing inventory destocking in the industry [2] Product Development - The company is focusing on continuous innovation in processes, technology, and materials to enhance manufacturing capabilities [2] - The L-FEMiD product is positioned between L-PAMiD and discrete products, aimed at providing comprehensive coverage in high-end modules [2] - The MMMB PA module is a crucial component for developing L-PAMiD products and is currently in the sample promotion stage [2] Revenue Structure - In the first half of 2023, the revenue structure of module products was primarily driven by receiving modules [3] - The sales proportion of RF modules reached 31.98%, an increase of 1.22 percentage points compared to the same period last year [3] Industry Outlook - The company maintains a cautiously optimistic view on the competitive landscape of the RF industry in the second half of 2023, expecting a return to normal commercial logic [3] - The company plans to leverage close cooperation with upstream supply chains to reduce costs for MAX-SAW filters [3] Financial Management - The company recorded fixed asset depreciation of approximately 86.85 million CNY in the first half of 2023, with expectations for further increases as semiconductor projects progress [4]