诺瓦星云：2026上半年原材料增长既有面向关键元器件的前瞻性备货，也有为保障产品稳定交付而进行的物料正常储备

证券之星09-07

证券之星消息，诺瓦星云(301589)09月07日在投资者关系平台上答复投资者关心的问题。

投资者提问：董秘你好，公司H1存货16.70亿元（+21.06%），其中原材料11.03亿元（+17.08%），库存商品4.63亿元（+31.14%），而H1营收增速15.13%。请问：（1）原材料大幅增加是否系为MLED/COB等高端显示配套需求提升、主动进行的ASIC芯片及关键元器件备货？（2）库存商品增加是否与海外业务（H1+35.49%）订单交付节奏相关？

诺瓦星云回复：尊敬的投资者，您好！随着公司业务规模的扩大及订单数量的增多，为了应对原材料价格波动风险、保障生产交付的稳定性，公司结合供应链交付周期开展合理的经营备货。2026上半年，公司原材料增长既有面向关键元器件的前瞻性备货，也有为保障产品稳定交付而进行的物料正常储备。欢迎您持续关注诺瓦星云！

本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。

责任编辑：陈思雨

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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