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芯片涨价潮,来势汹汹
半导体芯闻· 2026-03-23 10:24
如果您希望可以时常见面,欢迎标星收藏哦~ 近日,全球半导体行业再度被一股涨价浪潮席卷。 作为全球半导体行业的风向标,国际头部厂商的涨价动作拉开本轮风暴的序幕,德州仪器、英飞 凌、恩智浦、安森美...等行业巨头纷纷出手,调价幅度、覆盖范围均呈现显著升级,共同折射出行 业当前的供需格局与成本压力。 TI:价格涨幅高达85% 德州仪器(TI)作为模拟芯片领域的绝对龙头,成为本轮涨价潮中力度最大的厂商之一。 据悉,TI于近期宣布将于2026年4月1日启动近一年内的第三轮调价,也是第二次全面涨价,此次 涨价覆盖所有客户及数字隔离器、隔离驱动芯片、电源管理IC等核心产品线,实现"全品类、全客 户"无死角覆盖,打破了以往大厂对头部客户的折扣惯例,足见其产能吃紧的程度。 TI本次涨幅区间更是达到15%-85%, 其中工业控制领域涨幅最高, 部分产品超过85% ,汽车电 子领域以18%-25%涨幅紧随其后,消费电子领域相对温和(5%-15%),凸显出TI对高毛利市场 的战略倾斜。 在此之前,TI已在2025年8月对旗下超过6万个料号的产品调价10%-30%,2026年初又针对工业控 制、汽车电子等领域再次调价,连续调价的背后, ...
芯片,涨价潮!
半导体行业观察· 2026-03-22 02:42
公众号记得加星标⭐️,第一时间看推送不会错过。 近日,全球半导体行业再度被一股涨价浪潮席卷。 作为全球半导体行业的风向标,国际头部厂商的涨价动作拉开本轮风暴的序幕,德州仪器、英飞凌、 恩智浦、安森美...等行业巨头纷纷出手,调价幅度、覆盖范围均呈现显著升级,共同折射出行业当前 的供需格局与成本压力。 TI:价格涨幅高达85% 德州仪器(TI)作为模拟芯片领域的绝对龙头,成为本轮涨价潮中力度最大的厂商之一。 据悉,TI于近期宣布将于2026年4月1日启动近一年内的第三轮调价,也是第二次全面涨价,此次涨 价覆盖所有客户及数字隔离器、隔离驱动芯片、电源管理IC等核心产品线,实现"全品类、全客户"无 死角覆盖,打破了以往大厂对头部客户的折扣惯例,足见其产能吃紧的程度。 TI本次涨幅区间更是达到15%-85%, 其中工业控制领域涨幅最高, 部分产品超过85% ,汽车电子 领域以18%-25%涨幅紧随其后,消费电子领域相对温和(5%-15%),凸显出TI对高毛利市场的战略 倾斜。 在此之前,TI已在2025年8月对旗下超过6万个料号的产品调价10%-30%,2026年初又针对工业控 制、汽车电子等领域再次调价,连续调价的 ...
江苏宏微科技股份有限公司2025年度业绩快报公告
Xin Lang Cai Jing· 2026-02-27 21:35
Core Viewpoint - Jiangsu Hongwei Technology Co., Ltd. reported a significant increase in net profit for the fiscal year 2025, driven by the recovery in the power semiconductor industry and strategic adjustments in operations [3][4]. Financial Data and Indicators - The company achieved an operating income of 134,635.60 million RMB, a year-on-year increase of 1.13% [3]. - The net profit attributable to the parent company was 1,743.30 million RMB, reflecting a substantial growth of 220.50% compared to the previous year [3]. - The net profit after deducting non-recurring gains and losses was 913.52 million RMB, up by 126.88% year-on-year [3]. - Total assets at the end of the reporting period were 268,044.19 million RMB, an increase of 3.03% from the beginning of the period [3]. - The equity attributable to the parent company was 108,668.02 million RMB, growing by 1.03% [3]. Operating Performance and Financial Condition - The recovery in the power semiconductor industry positively impacted the company's performance, with increased demand for new power electronic devices in sectors such as renewable energy and AI servers [4]. - The company optimized its product and customer structure, which contributed to improved profitability [5]. - A significant reduction in asset impairment losses due to the clearance of long-term stagnant inventory also enhanced net profit [5]. - The company plans to focus on enhancing product competitiveness and expanding into high-performance power modules in emerging fields like AI server power supplies and controlled nuclear fusion [4][5].
宏微科技:2025年归属于母公司所有者的净利润1743.30万元
Zheng Quan Ri Bao· 2026-02-27 09:38
证券日报网讯 2月27日,宏微科技发布业绩快报称,公司2025年实现营业总收入134635.60万元,同比增 长1.13%;归属于母公司所有者的净利润1743.30万元。 (文章来源:证券日报) ...
宏微科技2025年度归母净利润1743.3万元,同比扭亏为盈
Zhi Tong Cai Jing· 2026-02-27 09:09
Group 1 - The company reported a revenue of 1.346 billion yuan for the fiscal year 2025, representing a year-on-year growth of 1.13% [1] - The net profit attributable to the parent company was 17.433 million yuan, marking a turnaround from loss to profit compared to the previous year [1] Group 2 - The power semiconductor industry is experiencing a recovery in 2025, driven by increased global investment in intelligent computing and rising chip power consumption [1] - There is a growing demand for new power electronic devices in sectors such as renewable energy generation, industrial control, and AI server power supplies, which is accelerating the iteration of these devices [1] - The company is seizing market opportunities by expanding its product portfolio, including IGBT, MOSFET, FRD, SiC, and GaN, and providing customized power device solutions based on customer needs, which has enhanced overall profitability [1]
宏微科技(688711.SH)2025年度归母净利润1743.3万元,同比扭亏为盈
智通财经网· 2026-02-27 09:08
Group 1 - The company reported a revenue of 1.346 billion yuan for the fiscal year 2025, representing a year-on-year growth of 1.13% [1] - The net profit attributable to the parent company was 17.433 million yuan, marking a turnaround from loss to profit compared to the previous year [1] - The power semiconductor industry is experiencing a recovery in 2025, driven by increased global investment in intelligent computing and rising chip power consumption [1] Group 2 - There is an accelerated demand for new power electronic devices in sectors such as renewable energy generation, industrial control, and AI server power supplies [1] - The company is expanding its product portfolio, including IGBT, MOSFET, FRD, SiC, and GaN, to capture market opportunities [1] - Customized power device solutions are being provided based on customer needs, which has contributed to the overall improvement in profitability [1]
宏微科技(688711.SH):2025年净利润1743.30万元,同比增长220.50%
Ge Long Hui A P P· 2026-02-27 08:21
Core Viewpoint - The company, Hongwei Technology, reported a revenue of 1.346 billion yuan for the year 2025, reflecting a year-on-year growth of 1.13%, while the net profit attributable to the parent company reached 17.433 million yuan, marking a significant increase of 220.50% compared to the previous year [1] Company Performance - The company achieved a net profit of 17.433 million yuan, which is a 220.50% increase year-on-year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 9.1352 million yuan, showing a growth of 126.88% compared to the same period last year [1] Industry Context - The power semiconductor industry is experiencing a recovery in 2025, driven by increased global investment in intelligent computing and rising chip power consumption [1] - There is a growing demand for new power electronic devices in sectors such as renewable energy generation, industrial control, and AI server power supplies, which is accelerating the iteration of these devices [1] Strategic Initiatives - The company is capitalizing on market opportunities by continuously enriching its product portfolio, including IGBT, MOSFET, FRD, SiC, and GaN products [1] - The company is expanding its business scope and enhancing its customer structure by providing customized power device solutions based on customer needs, which has contributed to the overall improvement in profitability [1]
宏微科技:2025年净利润1743.30万元,同比增长220.50%
Ge Long Hui· 2026-02-27 07:59
Group 1 - The core viewpoint of the article highlights the financial performance of Hongwei Technology (688711.SH) for the year 2025, showing a revenue of 1.346 billion yuan, which represents a year-on-year growth of 1.13% [1] - The net profit attributable to the parent company reached 17.433 million yuan, marking a significant increase of 220.50% compared to the same period last year [1] - The net profit excluding non-recurring gains and losses was 9.1352 million yuan, reflecting a growth of 126.88% year-on-year [1] Group 2 - The power semiconductor industry is experiencing a recovery in 2025, driven by increased global investment in intelligent computing and rising chip power consumption [1] - There is a growing demand for new power electronic devices in sectors such as renewable energy generation, industrial control, and AI server power supplies, which is accelerating the iteration of these products [1] - The company is seizing market opportunities by expanding its product portfolio, including IGBT, MOSFET, FRD, SiC, and GaN, and is enhancing its customer structure by providing customized power device solutions based on client needs, which has contributed to an overall improvement in profitability [1]
宏微科技(688711) - 2025 Q4 - 年度业绩
2026-02-27 07:50
证券代码:688711 证券简称:宏微科技 公告编号:2026-006 转债代码:118040 债券简称:宏微转债 江苏宏微科技股份有限公司 2025 年度业绩快报公告 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。 本公告所载2025年度主要财务数据为初步核算数据,未经会计师事务所审 计,具体数据以江苏宏微科技股份有限公司(以下简称"公司")2025年年度报 告为准,提请投资者注意投资风险。 | | | 单位:人民币 万元 | | | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | 营业总收入 | 134,635.60 | 133,136.03 | 1.13 | | 营业利润 | 1,134.27 | -3,602.72 | 131.48 | | 利润总额 | 1,136.62 | -3,655.07 | 131.10 | | 归属于母公司所有者的净利润 | 1,743.30 | -1,446.73 | 220.50 | | 归属于母公司所有者的扣除非 ...
宏微科技:2025年净利润同比扭亏
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-27 07:45
南财智讯2月27日电,宏微科技发布2025年度业绩快报,报告期内公司实现营业收入13.46亿元,同比增 长1.13%;归属于上市公司股东的净利润1743.30万元,同比扭亏;基本每股收益0.08元,同比增长 220.09%。 ...