Tongjia Q2 revenue increased by 15% in the quarter. Prudent view of Q3

Tongjia announced its revenue in June, with a monthly decrease of 8.47% and an annual increase of 22.69% to 92.125 million yuan (NTD, the same below). Tongjia said that the June revenue will fall, on the one hand because of the inventory counts made by customers during the middle of the year, and on the other hand, because the customers are uncertain about the economic situation in the second half of the year, thus slowing down the pull of goods. However, on the whole, Tongjia's second quarter revenue was benefited from the product line of PC and communication, and it had a good performance. The quarterly increase was 15.09% to 288 million yuan, which also set a new high in single-season revenue in the past one and a half years. .

Looking ahead to the market, Tongjia pointed out that the current order visibility is about 1.5 months. Since June, customers have been hoping to keep their inventory at a low water level, and their repurchase intentions are not strong. Therefore, the follow-up revenue trend in the third quarter is quite uncertain. The company also admitted that the third quarter of the rush is not as much as the second quarter, whether the third quarter can maintain the peak season in previous years, cautiously conservative.

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