Jin10 data reported on September 5th that a research report from GF Securities indicated that from the perspective of asset turnover, the inventory turnover days, accounts payable turnover days, and accounts receivable turnover days of the semiconductor zone in the second quarter of 2025 all decreased month-on-month, leading to a comprehensive improvement in asset turnover efficiency within the semiconductor zone in the second quarter of 2025. With the AI wave driving continuous innovation on both the cloud side and the edge side, the operational performance across various zones continues to improve, and the profitability of each link in the semiconductor industry chain is expected to further enhance.
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GF Securities: The profits of the semiconductor zone have明显 improved month-on-month, and the medium to long-term trend is positive.
Jin10 data reported on September 5th that a research report from GF Securities indicated that from the perspective of asset turnover, the inventory turnover days, accounts payable turnover days, and accounts receivable turnover days of the semiconductor zone in the second quarter of 2025 all decreased month-on-month, leading to a comprehensive improvement in asset turnover efficiency within the semiconductor zone in the second quarter of 2025. With the AI wave driving continuous innovation on both the cloud side and the edge side, the operational performance across various zones continues to improve, and the profitability of each link in the semiconductor industry chain is expected to further enhance.