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电子年度行业策略报告：需求回暖补库开启，电子全面复苏-方正证券-2023.10.30

行业评级 :推荐数字 IC：行业需求回暖，关注库存去化节奏。受益于下游需求的恢复，数字 IC 行业 23Q2 业绩实现环比回升；库存水平也在逐步降低，各细分市场的存货水位均有所下降，其中指纹识别芯片领域的汇顶科技库存同比和环比大幅下滑，去库效果明显。韦尔股份 23Q3 单季度实现营收 62.23 亿元，环比+38%,归母净利2.15亿元，环比+467%，扣非归母净利2.09 亿元，环比+

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