60家A股半导体公司，亏损超160亿！

Core Viewpoint - The A-share semiconductor companies have shown impressive performance in their 2024 annual reports, with over 70% of the 221 companies reporting year-on-year revenue growth and more than 51% achieving profit growth [2][10]. Revenue Performance - A total of 221 semiconductor companies reported a combined revenue of 8821.51 billion yuan, averaging 39.92 billion yuan per company [3]. - Ten companies exceeded 20 billion yuan in revenue, including companies like Huankai Electronics (60.69 billion yuan) and SMIC (57.80 billion yuan) [3]. - 160 companies reported revenue growth, representing 72.4% of the total, with 18 companies achieving growth rates over 50% [5][6]. Profitability Analysis - 161 companies reported a total net profit of 685.02 billion yuan, while 60 companies incurred losses totaling 160.88 billion yuan [7]. - Six companies had net profits exceeding 20 billion yuan, with North Huachuang leading at 56.21 billion yuan [8]. - 113 companies experienced profit growth, accounting for 51.13% of the total, with 34 companies seeing profit increases over 100% [10][11]. Growth Drivers - The strong performance of A-share semiconductor companies is attributed to accelerated domestic substitution, industry cycle recovery, increased policy support, and the emergence of new demands [12].