Microne Technology: Collaboration with NVIDIA Remains in R&D and Small-Scale Trial Production Phase; Inductor Price Hike Offers Only Marginal Improvement to Unit Gross Profit
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Author:小编   

Microne Technology (300319.SZ) has released a statement addressing the abnormal fluctuations in its stock trading. The company clarified that its partnership with NVIDIA is currently confined to the research and development (R&D) and small-batch trial production stages, without having reached large-scale commercial supply. Consequently, there are notable uncertainties surrounding future orders, production capacity, and the realization of anticipated benefits. Furthermore, the recent price increase for inductor products is expected to yield only a limited improvement in unit gross profit and is unlikely to significantly boost overall profitability. Additionally, revenue generated from optical module support products constitutes a relatively minor portion of the company's total income and is not anticipated to impact financial performance in the near term. It is also important to note that Microne Technology does not engage in the research and development, production, or sales of MLCC (Multilayer Ceramic Chip Capacitors). Since June 2026, the company's stock price has experienced a cumulative increase of 118.44%, a trend that suggests an overheated market sentiment and potential risks associated with irrational speculation. As a result, the stock may be subject to substantial corrections in the future.