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龙迅股份:龙迅股份2023年年度股东大会决议公告
2024-04-22 10:18
本次会议是否有被否决议案:无 一、 会议召开和出席情况 (一) 股东大会召开的时间:2024 年 4 月 22 日 证券代码:688486 证券简称:龙迅股份 公告编号:2024-033 龙迅半导体(合肥)股份有限公司 2023 年年度股东大会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: (二) 股东大会召开的地点:安徽省合肥市经济技术开发区宿松路 3963 号智能 科技园 B3 栋龙迅股份会议室。 (三) 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况: | 1、出席会议的股东和代理人人数 | 19 | | --- | --- | | 普通股股东人数 | 19 | | 2、出席会议的股东所持有的表决权数量 | 47,196,431 | | 普通股股东所持有表决权数量 | 47,196,431 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的 | 68.6167 | | 比例(%) | | | 普通股股东所持有表决权数量占公司表决权数量的比例 | ...
订单量大幅增加,收入业绩超预期快速增长
Shanxi Securities· 2024-04-21 11:00
| --- | --- | --- | |-------------------------------|--------------|--------------------------------------------------------------------------------------------------------------------------------------------| | 公司近一年市场表现 | | 事件描述 | | | | 公司于近日披露 2024 年一季度报告, 24Q1 公司实现营业收入 1.04 亿元, | | | | 同比 +101.95% ;归母净利润 0.31 亿元,同比 +324.85% ;扣非归母净利润 0.23 亿元,同比 +379.55% 。 事件点评 | | | | 订单量大幅增加,收入业绩增长超预期。 2024Q1 ,公司持续拓展国内外 市场,订单量大幅增加,延续了 23Q4 的收入体量,叠加去年同期的低基数 | | 市场数据: 2024 年 4 月 19 日 | | 效应,公司单季度收入再创历史新高。公司围绕自身技术优势和市场能力积 ...
2023年年度报告及2024年Q1业绩点评:24Q1再创业绩高峰,汽车电子构建第二发展曲线
Tebon Securities· 2024-04-19 10:31
Investment Rating - The report maintains a "Buy" rating for Longxin Co., Ltd. (688486.SH) [5][12] Core Views - Longxin Co., Ltd. has demonstrated robust growth in its performance, particularly in the automotive electronics sector, which is seen as a second growth curve for the company [3][5] - The company achieved a revenue of 104 million yuan in Q1 2024, representing a year-on-year increase of 101.95%, and a net profit of 31 million yuan, up 324.85% year-on-year [3][14] - The report highlights the company's strategic focus on expanding its product offerings in high-definition video processing and automotive electronics, which are expected to drive future growth [4][15] Financial Performance Summary - For 2024, the company is projected to achieve revenues of 477 million yuan, 683 million yuan in 2025, and 1.022 billion yuan in 2026, with corresponding net profits of 150 million yuan, 220 million yuan, and 335 million yuan respectively [5][8] - The gross margin is expected to improve from 54.0% in 2023 to 59.1% by 2026, indicating enhanced profitability [8][14] - The company reported a significant increase in its operating income and net profit for 2023, with revenues of 323 million yuan and a net profit of 103 million yuan, reflecting a year-on-year growth of 34.12% and 48.47% respectively [14][21] Product and Market Expansion - Longxin Co., Ltd. is actively expanding its product lines, particularly in the automotive electronics sector, with multiple chips already in mass production for well-known domestic and international automotive companies [4][15] - The company has established a wholly-owned subsidiary in Singapore to enhance its international market presence and supply chain capabilities [15]
2024年一季报点评:Q1业绩超预期,商显、汽车市场培育新增量
Minsheng Securities· 2024-04-19 01:00
龙迅股份(688486.SH)2024 年一季报点评 ➢ 事件:4 月 17 日,龙迅股份发布 2024 年一季报,公司实现营业收入 1.04 亿元,YoY+101.95%;归母净利润 3101.00 万元,YoY+324.85%。 ➢ Q1 业绩超预期,营收同比大增 101.95%。Q1 实现营收 1.04 亿元,同比 大增 101.95%,环比亦增长 3.22%,毛利率 54.11%,环比微降 0.33pct,归母 净利 3101.00 万元,同比大增 324.85%,环比-3.93%。业绩超预期,我们认为 主要受益于消费类需求回温,且商显、汽车等市场放量。此外值得注意的是,公 司预付款项从 2023 年 Q4 的 1775.44 万元增长至 2024 年 Q1 的 4245.30 万 元,备货彰显未来增长信心。 ➢ 风险提示:收入波动及未来业绩快速增长不可持续的风险;视频桥接芯片单 一业务占比过大的风险;半导体行业周期性及政策变化波动风险; | --- | --- | --- | --- | --- | --- | |------------------------------------------- ...
单季度收入再创新高,汽车电子新品持续拓展
SINOLINK SECURITIES· 2024-04-18 02:30
Investment Rating - The report maintains a "Buy" rating for the company, expecting significant growth in the upcoming years [20]. Core Insights - The company achieved a record high revenue of 1.04 billion RMB in Q1 2024, marking a 101.95% year-on-year increase and a 3.22% quarter-on-quarter growth [20]. - The gross profit margin for Q1 2024 was stable at 54.11%, indicating strong operational efficiency [20]. - The company continues to invest heavily in R&D, with R&D expenses amounting to 0.22 billion RMB, representing 21.47% of revenue, and is focused on expanding into high-definition video bridging, transmission, and automotive electronics [20]. - The automotive electronics segment is identified as a significant growth driver, with several products already certified and in testing phases [20]. Financial Projections - Revenue projections for 2024, 2025, and 2026 are 4.72 billion RMB, 7.24 billion RMB, and 10.84 billion RMB, respectively [21]. - Expected net profits for the same years are 1.50 billion RMB, 2.29 billion RMB, and 3.42 billion RMB, with corresponding EPS of 2.16 RMB, 3.31 RMB, and 4.94 RMB [21]. - The company has shown a consistent increase in revenue growth rates, with 46.00% for 2024E, 53.54% for 2025E, and 49.68% for 2026E [21].
龙迅股份(688486) - 2024 Q1 - 季度财报
2024-04-17 10:10
Financial Performance - The company's operating revenue for Q1 2024 reached ¥104,301,247.18, representing a year-on-year increase of 101.95%[4] - Net profit attributable to shareholders was ¥31,009,984.93, marking a significant increase of 324.85% compared to the same period last year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥23,200,687.85, up by 379.55% year-on-year[4] - The basic earnings per share (EPS) was ¥0.45, reflecting an increase of 246.15% compared to the previous year[4] - Operating profit for Q1 2024 was ¥32,267,988.26, up from ¥8,004,085.52 in Q1 2023, reflecting a growth of 303.4%[26] - Net profit for Q1 2024 was ¥31,009,984.93, compared to ¥7,299,075.90 in Q1 2023, representing an increase of 325.5%[26] - The total comprehensive income for Q1 2024 was CNY 31,009,984.93, compared to CNY 7,299,075.90 in Q1 2023, representing a significant increase[27] - Basic and diluted earnings per share for Q1 2024 were CNY 0.45, up from CNY 0.13 in Q1 2023, indicating a growth of 246.15%[27] Research and Development - The company's total R&D investment amounted to ¥22,388,803.05, which is an increase of 60.85% year-on-year[4] - Research and development expenses for Q1 2024 were ¥22,388,803.05, up from ¥13,919,424.78 in Q1 2023, indicating a growth of 60.5%[26] - The proportion of R&D investment to operating revenue decreased to 21.47%, down by 5.48 percentage points from the previous year[5] Cash Flow and Assets - The net cash flow from operating activities was negative at -¥35,524,658.04, a decline of 628.80% year-on-year, primarily due to increased raw material purchases[10] - Cash inflows from operating activities totaled CNY 102,172,876.05 in Q1 2024, compared to CNY 56,163,982.52 in Q1 2023, reflecting an increase of 81.91%[30] - The net cash flow from operating activities was negative CNY 35,524,658.04 in Q1 2024, a decline from a positive CNY 6,718,029.62 in Q1 2023[30] - Cash inflows from investment activities were CNY 802,755,487.96 in Q1 2024, significantly higher than CNY 100,722,714.77 in Q1 2023, marking an increase of 694.67%[30] - The net cash flow from investment activities was CNY 65,423,433.27 in Q1 2024, a turnaround from a negative CNY 594,428,132.11 in Q1 2023[30] - Cash and cash equivalents stood at ¥112,449,746.20 as of March 31, 2024, compared to ¥112,332,812.34 at the end of 2023[20] - Cash and cash equivalents at the end of Q1 2024 stood at CNY 112,449,746.20, compared to CNY 505,002,041.04 at the end of Q1 2023, indicating a decrease of 77.73%[31] Shareholder Information - FENG CHEN holds 25,947,884 shares, representing 37.46% of the total shares[13] - The company approved the grant of 123,670 restricted shares to 132 incentive targets at a price of RMB 70.00 per share[16] - As of March 31, 2024, the company repurchased a total of 356,697 shares, accounting for 0.5150% of the total share capital[18] - The total amount paid for the repurchased shares was RMB 30,034,799.41, with a maximum price of RMB 86.48 per share and a minimum price of RMB 81.66 per share[18] - The company plans to use the repurchased shares for employee stock ownership and equity incentive plans[17] - The 2024 restricted stock incentive plan was approved on January 12, 2024, and the first grant date was set for January 29, 2024[15] - The company has not disclosed any changes in the participation of major shareholders in margin trading or stock lending[14] - The company has a total of 69,264,862 shares outstanding[18] - The largest shareholder, FENG CHEN, has an irrevocable voting rights delegation agreement with QIU CHENGYING[14] - The company’s board meetings regarding the incentive plan and share repurchase were held on January 29 and February 6, 2024, respectively[16] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,494,237,674.76, a slight increase of 0.52% from the end of the previous year[5] - Total assets as of March 31, 2024, amounted to ¥1,494,237,674.76, slightly up from ¥1,486,536,902.57 at the end of 2023[22] - Total liabilities increased to ¥61,329,956.19 in Q1 2024 from ¥57,070,543.66 in Q4 2023, marking an increase of 4.0%[22] - Current assets totaled ¥1,369,756,697.86 as of March 31, 2024, a slight decrease from ¥1,373,368,514.70 at the end of 2023[21] - The company's total equity as of March 31, 2024, was ¥1,432,907,718.57, slightly up from ¥1,429,466,358.91 at the end of 2023[23]
龙迅股份(688486) - 龙迅股份2024年4月12日投资者关系活动记录表
2024-04-15 07:54
证券代码:688486 证券简称:龙迅股份 龙迅半导体(合肥)股份有限公司 投资者关系活动记录表 (2024年4月12日) 编号:LT2023-008 ■特定对象调研 □分析师会议 投资者关系活 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 动类别 □现场参观 □其他(电话会议) 参与单位名称 华泰柏瑞基金、兴合基金、民生证券、上银基金、国盛证券 及人员姓名 时间 2024年4月12日 ...
龙迅股份:龙迅股份关于召开2023年度暨2024年第一季度业绩说明会的公告
2024-04-15 07:40
证券代码:688486 证券简称:龙迅股份 公告编号:2024-032 龙迅半导体(合肥)股份有限公司 关于召开 2023 年度暨 2024 年第一季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 会议召开时间:2024 年 4 月 24 日(星期三)上午 9:00-10:00 会议召开地点:上海证券交易所上证路演中心(网址: https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 年度暨 2024 年第一季度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络互动形式召开,公司将针对 2023 年度及 2024 年第一 季度的经营成果及财务指标的具体情况与投资者进行互动交流和沟通,在信息披 露允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点和方式 会议召开时间:2024 年 4 月 24 日(星期三)上午 9:00-10:00 会议召开地点:上海证券交易所上证路演中心(网址: https://roadshow. ...
龙迅股份:龙迅股份2023年年度股东大会会议资料
2024-04-11 10:47
龙迅半导体(合肥)股份有限公司 2023 年年度股东大会会议资料 证券代码:688486 证券简称:龙迅股份 龙迅半导体(合肥)股份有限公司 2023 年年度股东大会会议资料 召开时间 2024 年 4 月 龙迅半导体(合肥)股份有限公司 2023 年年度股东大会会议资料 目 录 | 2023 | 年年度股东大会会议须知 2 | | --- | --- | | 2023 | 年年度股东大会会议议程 4 | | 2023 | 年年度股东大会会议议案 6 | | | 议案一《关于 2023 年度董事会工作报告的议案》 6 | | | 议案二《关于 2023 年度监事会工作报告的议案》 7 | | | 议案三《关于 2023 年度独立董事述职报告的议案》 8 | | | 议案四《关于 2023 年度财务决算报告的议案》 9 | | | 议案五《关于 2023 年年度报告及其摘要的议案》 14 | | | 议案六《关于 2023 年度利润分配预案的议案》 15 | | | 议案七《关于 2024 年度董事、监事、高级管理人员薪酬方案的议案》 17 | | | 附件一:龙迅半导体(合肥)股份有限公司 2023 年度董事 ...
2023年报点评:23年营收逐季创新高,汽车电子与国产化驱动发展
East Money Securities· 2024-04-09 16:00
[Table_Title] 龙迅股份(688486)2023年报点评 [【投资要点】 Table_Summary] [Table_Rank] 增持(首次) [Table_yemei] 龙迅股份(688486)2023 年报点评 | --- | --- | --- | --- | --- | |------------------------------------|--------|-------------------------|--------|---------| | [Table_FinanceInfo 项目\年度 ] | | 2023A 2024E 2025E 2026E | | | | 营业收入(百万元) | 323.15 | 454.66 | 728.80 | 1092.37 | | 增长率 (%) | 34.12% | 40.70% | 60.29% | 49.89% | | EBITDA (百万元) | 92.97 | 144.21 | 230.61 | 347.03 | | 归属母公司净利润(百万元) | 102.70 | 123.43 | 212.41 | 334.55 | | 增长率 ...