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华润微(688396) - 2024 Q4 - 年度财报
2025-04-29 13:43
Financial Performance - The company's operating revenue for 2024 reached ¥10,118,525,841.56, representing a 2.20% increase compared to ¥9,900,603,859.18 in 2023[21]. - Net profit attributable to shareholders decreased by 48.46% to ¥762,459,866.87 from ¥1,479,265,748.53 in the previous year[21]. - The basic earnings per share fell by 48.55% to ¥0.5765, down from ¥1.1206 in 2023[22]. - The company's cash flow from operating activities increased by 17.17% to ¥2,035,987,182.21 compared to ¥1,737,665,674.14 in 2023[21]. - The total assets at the end of 2024 were ¥29,106,829,546.42, a slight decrease of 0.37% from ¥29,215,259,820.18 in 2023[21]. - The company's operating revenue for 2024 is projected at 9.84 billion RMB, a 0.93% increase year-on-year, while main business costs are expected to rise by 8.02% to 7.13 billion RMB[113]. - The gross margin for integrated circuits was reported at 27.49%, a decrease of 4.76 percentage points compared to the previous year[116]. Research and Development - The company is investing heavily in R&D for new product lines, particularly in the areas of power management and integrated circuits[12]. - Research and development expenses accounted for 11.53% of operating revenue, a slight decrease from 11.66% in 2023[22]. - The company achieved a total R&D investment of ¥1,167,113,179.34, representing a 1.13% increase from the previous year[84]. - The company has completed the performance verification of automotive-grade SiC MOSFET products and has begun client certification, aiming to establish capabilities in automotive electronic products[88]. - The company has developed over 1,100 discrete device products and more than 500 IC products, positioning itself as one of the most comprehensive power semiconductor manufacturers in China[93]. - The company has established 9 key/joint laboratories, 2 R&D innovation alliances, 9 provincial-level technology R&D platforms, and 8 municipal-level technology R&D platforms[96]. Market Position and Strategy - The company operates as a red-chip enterprise, which may lead to governance differences compared to typical A-share listed companies[5]. - The company is focusing on expanding its market presence through strategic partnerships and collaborations in the semiconductor industry[12]. - The company ranks second among Chinese power semiconductor firms and first among MOSFET manufacturers, indicating a strong competitive position in the domestic market[71]. - The company aims to enhance its core technology and resources to transform into a comprehensive integrated product company, focusing on power semiconductors and smart sensors[148]. - The company is focusing on the development of power semiconductor products, particularly in the fields of new energy and electric vehicles, to strengthen its market position and expand its business areas[149]. Governance and Compliance - The company has confirmed that all board members attended the board meeting, ensuring proper governance practices[3]. - The company has established clear rules for shareholder meetings and decision-making processes, enhancing transparency and governance[173]. - The company has a diverse board with independent directors holding various professional backgrounds, enhancing governance and oversight[177]. - The company is committed to adhering to the legal and regulatory requirements of its registered location in the Cayman Islands[190]. - The independent directors fulfilled their responsibilities diligently, reviewing board proposals and providing opinions on significant matters[166]. Operational Efficiency - The company plans to continue increasing R&D investment to support major projects currently in ramp-up and construction phases[110]. - The advanced packaging business has seen a significant increase in capacity utilization compared to the same period last year, indicating strong demand and operational efficiency[44]. - The company has implemented a performance management system that links organizational and individual performance evaluations to compensation incentives, aimed at enhancing operational performance and shareholder returns[195]. - The company is focusing on enhancing its compliance management system as part of its strategic initiatives[185]. Risks and Challenges - The company has outlined various operational risks in its report, which investors should be aware of[6]. - The company faces risks related to business structure, including potential underperformance in automotive electronics and industrial control revenue due to macroeconomic downturns[101]. - The company is exposed to financial risks due to currency fluctuations affecting its USD and HKD deposits and import-export operations[106]. - The semiconductor industry is characterized by rapid technological updates, high investment, and significant risks, closely tied to macroeconomic conditions[64]. Future Outlook - Future guidance indicates a projected revenue growth of 15% year-over-year for the upcoming fiscal year[12]. - The global semiconductor market is projected to grow by 19% in 2024, reaching a market size of $626.9 billion[66]. - The company expects to achieve significant revenue growth in the third-generation wide bandgap semiconductor market, particularly in automotive electronics and data centers[155]. - The company is advancing key projects, including the 12-inch power semiconductor wafer production line in Chongqing and the integrated circuit production line in Shenzhen, aiming for production ramp-up by the end of 2024[158].
华润微(688396) - 中国国际金融股份有限公司关于华润微电子有限公司2024年度募集资金存放与使用情况的核查意见
2025-04-29 13:38
中国国际金融股份有限公司(以下简称"中金公司"、"保荐机构")作为 华润微电子有限公司(以下简称"华润微"或"公司")首次公开发行股票并在 科创板上市以及2020年度向特定对象发行股票的保荐机构,根据《上市公司监管 指引第2号——上市公司募集资金管理和使用的监管要求》《上海证券交易所科 创板上市公司自律监管指引第1号——规范运作》和《上海证券交易所科创板股 票上市规则》等有关规定,对华润微2024年度募集资金存放与使用情况进行核查 并说明如下: 一、募集资金基本情况 (一)首次公开发行股票募集资金 经中国证券监督管理委员会证监许可[2020]144 号文核准,华润微首次公开 发行人民币普通股(A 股)股票 292,994,049 股(超额配售选择权行使前),募 集资金总额 375,032.38 万元(超额配售选择权行使前),募集资金净额为 367,320.13 万元(超额配售选择权行使前),上述款项已于 2020 年 2 月 18 日全 部到位。天职国际会计师事务所(特殊普通合伙)对公司本次公开发行新股的资 金到位情况进行了审验,并于 2020 年 2 月 19 日出具了天职业字[2020]7111 号 《验 ...
华润微(688396) - 中国国际金融股份有限公司关于华润微电子有限公司2020年度向特定对象发行股票募集资金投资项目结项的核查意见
2025-04-29 13:38
中国国际金融股份有限公司 关于华润微电子有限公司 2020 年度向特定对象发行股票 募集资金投资项目结项的核查意见 中国国际金融股份有限公司(以下简称"中金公司"、"保荐机构")作为 华润微电子有限公司(以下简称"华润微"或"公司")首次公开发行股票并在 科创板上市以及2020年度向特定对象发行股票的保荐机构,根据《上市公司监管 指引第2号——上市公司募集资金管理和使用的监管要求》《上海证券交易所科 创板上市公司自律监管指引第1号——规范运作》和《上海证券交易所科创板股 票上市规则》等有关规定,对华润微2020年度向特定对象发行股票募集资金投资 项目结项的事项进行核查并说明如下: 一、募集资金基本情况 (一)实际募集资金金额和资金到账时间 2021 年 3 月 10 日,中国证监会核发《关于同意华润微电子有限公司向特定 对象发行股票注册的批复》(证监许可[2021]843 号),公司 2020 年度向特定对 象发行 A 股股票 104,166,666 股,发行价格为 48.00 元/股,本次发行的募集资金 总额为 4,999,999,968.00 元,扣除发行费用人民币 12,125,768.11 元,募集资 ...
华润微(688396) - 立信会计师事务所(特殊普通合伙)关于华润微电子有限公司控股股东及其他关联方资金占用情况的专项说明
2025-04-29 13:38
华润微电子有限公司 关于华润微电子有限公司非经营性 资金占用及其他关联资金往来情况 的专项报告 二○二四年度 关于华润微电子有限公司 非经营性资金占用及其他关联资金往来情况 的专项报告 信会师报字[2025]第 ZB11009 号 华润微电子有限公司全体股东: 我们审计了华润微电子有限公司(以下简称"华润微")2024年度 的财务报表,包括 2024年 12月 31 日的合并资产负债表、2024年度 合并利润表、合并现金流量表、合并所有者权益变动表和相关财务报 表附注,并于 2025年4月28日出具了报告号为信会师报字(2025)第 ZB11007 号的无保留意见审计报告。 华润微管理层根据中国证券监督管理委员会《上市公司监管指引 第 8 号 -- 上市公司资金往来、对外担保的监管要求》(证监会公告 (2022) 26 号) 和上海证券交易所《科创板上市公司自律监管指南 第 7 号 -- 年度报告相关事项》的相关规定编制了后附的 2024 年度 非经营性资金占用及其他关联资金往来情况汇总表(以下简称"汇总 表")。 编制汇总表并确保其真实、准确、完整是华润微管理层的责任。 我们将汇总表所载信息与我们审计华润微 ...
华润微(688396) - 立信会计师事务所(特殊普通合伙)关于华润微电子有限公司内部控制审计报告
2025-04-29 13:38
立信会计师事务所(特殊普通合 HINA SHU LUN PAN CERTIFIED PUBLIC ACCOUNTANT 内部控制审计报告 信会师报字[2025]第 ZB11008 号 华润微电子有限公司全体股东: 按照《企业内部控制审计指引》及中国注册会计师执业准则的相 关要求,我们审计了华润微电子有限公司(以下简称"华润微")2024 年 12月 31 日的财务报告内部控制的有效性。 一、 企业对内部控制的责任 按照《企业内部控制基本规范》、《企业内部控制应用指引》、《企 业内部控制评价指引》的规定,建立健全和有效实施内部控制,并评 价其有效性是华润微电子有限公司董事会的责任。 二、 注册会计师的责任 我们的责任是在实施审计工作的基础上,对财务报告内部控制的 有效性发表审计意见,并对注意到的非财务报告内部控制的重大缺陷 讲行披露。 三、内部控制的固有局限性 内部控制具有固有局限性,存在不能防止和发现错报的可能性。 此外,由于情况的变化可能导致内部控制变得不恰当,或对控制政策 和程序遵循的程度降低,根据内部控制审计结果推测未来内部控制的 有效性具有一定风险。 内控审计报告 第1页 您可使用手机"扫一扫"或进入 ...
华润微2024年研发投入11.67亿元 创上市以来新高
Zheng Quan Ri Bao Wang· 2025-04-29 12:44
Core Insights - Huazhu Microelectronics Co., Ltd. reported a revenue of 10.119 billion yuan for 2024, representing a year-on-year growth of 2.20% [1] - The net profit attributable to the parent company for 2024 was 762 million yuan, with the fourth quarter showing a revenue of 2.647 billion yuan, up 11.65% year-on-year [1] - In Q1 2025, the company achieved a revenue of 2.355 billion yuan, marking an 11.29% increase year-on-year, and a net profit of 83 million yuan, which is a significant growth of 150.68% [1] Revenue Breakdown - In 2024, the revenue from the new energy sector (including automotive and new energy) accounted for 41% of the product and solution segment [1] - Power IC products saw a substantial market share increase in the motor market, with a revenue growth of 69% year-on-year [1] - Industrial control products and automotive electronics experienced revenue growth of 39% and 26% respectively compared to the same period last year [1] Manufacturing and R&D - The advanced packaging (PLP) business revenue grew by 44% year-on-year, while the power packaging business from the advanced testing base project saw a remarkable increase of 237% [2] - The company completed the establishment of a 90-40nm process technology platform for high-end masks, with 90nm products entering mass production [2] - In 2024, Huazhu Micro invested approximately 1.167 billion yuan in R&D, the highest since its listing, with R&D expenditure accounting for 11.53% of revenue [2]
涨跌不重要
Datayes· 2025-04-29 11:13
A股复盘 | 必须赢 / 2025.04.29 我反正是空仓了,哈哈哈,来看看群友的操作! 有人说,万一明天大A暴涨怎么办?这些年我发现的 缅A 规律不支持这种假设! 放量大跌继续跌 缩量大涨继续跌 缩量大跌继续跌 放量大涨继续跌 当然,万一明天真的大涨,那我当然是冲锋啊!哈哈哈 乐完了开始今天的复盘,首先又是口水仗! 隔夜,贝森特在CNBC的采访中又开始攻击中国,估计是之前给的台阶,中国没 下,哈哈哈,气急败坏了! 贝森特说,中美贸易关系目前仍处于不确定阶段,关键在于中国是否愿意率先采 取实际措施"主动降温"。 贝森特提出,美国政府已制定一套统一的贸易谈判框架,目前正以 此为基础与 15至18个主要贸易伙伴进行磋商 。他透露,部分亚洲国家已主动提出诚意十足 的提案,包括削减关税、放宽非关税壁垒等,美国正在评估这些提案 ,"我猜印 度会是我们签署的首批贸易协议之一。所以,请拭目以待,"贝森特补充道。 结果又遭我们外交部驳斥! 关税战、贸易战没有赢家! 如果美方想通过对话谈 判解决问题,就应该停止威胁施压,在平等、尊重、互惠的基础上同中方开展对 话。 虽然外交部多次强调没有赢家,但是数据能说明一些事情! "对等 ...
华润微电子与美的集团签订战略合作协议
news flash· 2025-04-24 01:04
近日,华润微电子与美的集团(000333)在美的总部(广东佛山)全球创新中心签订战略合作协议。双方 将在半导体创新技术、行业智能化升级应用、供应链完善等方面展开深入合作,致力于满足消费者需 求,为市场提供"安全、智能、高效"的产品与服务。(人民财讯) ...