信维通信2024年实现营收87.44亿元 较上年同期增长15.85%

Core Insights - The company reported a revenue of 8.744 billion yuan for 2024, representing a year-on-year growth of 15.85% [2] - The net profit attributable to shareholders reached 662 million yuan, an increase of 26.89% compared to the previous year [2] - The net profit excluding non-recurring gains and losses was 538 million yuan, up by 22.31% year-on-year [2] R&D and Innovation - The company invested approximately 708 million yuan in R&D, accounting for 8.10% of its total revenue for 2024 [2] - As of the end of 2024, the company had applied for a total of 4,782 patents, with 814 new applications in 2024 [2] - The new patents included 267 for 5G antennas, 11 for LCP, 23 for UWB, 32 for WPC, 18 for BTB connectors, 41 for MLCC, and 271 for acoustic structures [2] Product Development - The company is actively developing products such as flexible reconfigurable antennas, satellite communication phased array antennas, and millimeter-wave radar gap waveguide antennas [3] - In the wireless charging sector, the company has developed technologies for NFC wireless charging and Qi2.0/Ki [3] - The company has achieved full-chain coverage from materials to modules for low-loss, high-precision antenna solutions, entering the North American customer supply chain [3] Market Position and Demand - The company is focusing on high-end passive components, with high-end MLCC products passing major customer tests and gradually entering mass production [3] - There is a noticeable demand growth for high-end MLCC products driven by emerging fields such as AI servers, leading to a strategic layout for high-end MLCC product series [3]