聚辰股份重回增长轨道 公司去年营收创历史新高

Core Viewpoint - Juchen Semiconductor Co., Ltd. has returned to a growth trajectory, achieving a record high revenue of 1.028 billion yuan in 2024, marking a year-on-year increase of 46.17% and a net profit of 290 million yuan, up 189.23% from the previous year [1] Group 1: Financial Performance - In 2024, the company's revenue surpassed 1 billion yuan for the first time, reaching 1.028 billion yuan, with a significant year-on-year growth of 46.17% [1] - The net profit attributable to shareholders was 290 million yuan, reflecting a remarkable increase of 189.23% year-on-year [1] Group 2: Product and Market Development - Juchen Semiconductor focuses on integrated circuit products, with three main product lines: storage chips, voice coil motor driver chips, and smart card chips, widely used in memory modules, smartphone camera modules, and automotive electronics [2] - The company has seen a 57.74% year-on-year increase in revenue from storage chip products in 2024, while revenue from smart card chips decreased by over 30% to approximately 37.27 million yuan [2] - The automotive-grade EEPROM and NOR Flash businesses are experiencing rapid growth, contributing significantly to revenue expansion and profitability [2] Group 3: International Market Performance - The company's overseas market revenue grew by 72.41% year-on-year to 559 million yuan, while domestic market revenue increased by 23.71% to 469 million yuan [4] - The growth in the overseas market is attributed to the alleviation of supply shortages for automotive-grade EEPROM chips and the restoration of stable supply from competitors [4] - Juchen Semiconductor is expanding in key overseas markets such as the United States, South Korea, and Japan, with automotive-grade EEPROM products being adopted by leading global automotive electronics Tier 1 suppliers [4] Group 4: Industry Trends - The increasing penetration of automotive electronics driven by electrification, intelligence, and connectivity trends is expected to further boost the market size for automotive-grade EEPROM [5] - The company plans to continue technological upgrades and product iterations to enhance its technical accumulation and product layout in the automotive-grade EEPROM sector [5]