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Telink Semiconductor(Shanghai)Co.,Ltd.'s (SHSE:688591) 41% Price Boost Is Out Of Tune With Earnings
TailingMicro: Third Quarter Report 2024
Third Quarter Report 2024
Taier Micro (688591.SH): The gross margin is expected to further improve and increase for the whole year.
Gelonghui, October 23rd, Teling Micro (688591.SH) stated during a specific target survey that in the past two years, with the improvement of the market environment, the proportion of higher gross margin sales revenue overseas has increased, the proportion of sales in the high-end market of the internet of things has increased, and the procurement costs of the supply chain have begun to decline, leading to a continuous rebound in the gross margin. Looking at the whole year, the gross margin should continue to improve and increase.
Tailling Micro (688591.SH): asia vets remote control still has room for growth in the future.
Grotec News October 23 | Asia Vets (688591.SH) stated during a specific survey that there is still room for growth in smart remote controls in the future. With the further increase in the proportion of overseas sales of the company's smart remote controls, the gross margin and ASP of the products will also increase.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
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