智通财经4月11日电，芯片股开盘快速拉升，富满微20CM涨停，盛景微涨停，美芯晟、思瑞浦涨超 10%，慧智微、杰华特、纳芯微、圣邦股份、卓胜微等多股涨超5%。 芯片股集体拉升 富满微20CM涨停 ...

Group 1 - A-share chip stocks experienced a significant rise, with Fuman Micro reaching a 20% limit up [1] - Sirepu saw a notable increase of 15% [1] - Other companies such as Naxin Micro, Shengbang Co., and Guomin Technology also experienced substantial gains [1]

Core Insights - The demand for new energy vehicles has driven the company's revenue to a record high, but declining gross margins and rising expenses have continued to pressure profitability [1][2][6] - The company reported a net loss of approximately 4.03 billion yuan in 2024, marking a 31.95% year-over-year decline, with cumulative losses reaching around 7.1 billion yuan over the past two years [1][6] Revenue Performance - In 2024, the company achieved a revenue of 19.6 billion yuan, a 49.53% increase compared to the previous year, reaching the highest level since its IPO [2][3] - The revenue breakdown shows that automotive electronics accounted for 36.88% of total revenue, while the energy sector contributed 49.49%, and consumer electronics made up 13.63% [3][4] Product and Market Dynamics - The company specializes in the research, design, and sales of analog chips, focusing on sensors, signal chains, and power management, primarily for automotive electronics and industrial control markets [2][4] - The acquisition of Shanghai Maiguan Microelectronics, which added over 1,000 product models, has positively impacted the company's revenue [2][4] Profitability Challenges - The overall gross margin for the company decreased by 6.17 percentage points to 32.33% in 2024, with the largest decline in sensor products [6][7] - Operating costs increased by 64.29% to 13.17 billion yuan, outpacing revenue growth, primarily due to rising sales, management, and R&D expenses [7][8] Future Outlook - The company has seen a positive signal with its sales net profit margin turning positive in the fourth quarter of the previous year, reaching 0.81% [8] - The automotive electronics market, particularly in China, is expected to continue experiencing strong demand driven by new energy vehicles [8]

中国经济网北京4月10日讯纳芯微(688052.SH)昨日披露2024年年度报告。公司去年实现营业收入19.60亿元，同比增长49.53%；归 属于上市公司股东的净利润-4.03亿元，上年同期为-3.05亿元；归属于上市公司股东的扣非净利润-4.57亿元，上年同期为-3.93亿 元；经营活动产生的现金流量净额为9505.33万元，上年同期为-1.39亿元。 纳芯微2023年5月24日披露2022年年度权益分派实施公告，本次利润分配及转增股本以方案实施前的公司总股本101,064,000股为基 数，每股派发现金红利0.8元(含税)，以资本公积金向全体股东每股转增0.4股，共计派发现金红利80,851,200元，转增40,425,600 股，本次分配后总股本为141,489,600股。 2025年3月26日，纳芯微召开了第三届董事会第十五次会议、第三届监事会第十五次会议，审议通过《关于公司发行H股股票并在 香港联合交易所有限公司上市的议案》《关于公司发行H股股票并在香港联合交易所有限公司上市方案的议案》等相关议案。 纳芯微表示，为进一步提高公司综合竞争力，深入推进公司的国际化战略，同时更好地利用国际资本市场，多元 ...

2025年4月10日，纳芯微(688052.SH)发布2024年年度报告。截至2025年4月09日，共有346个机构投资者 披露持有纳芯微A股股份，合计持股量达5995.31万股，占纳芯微总股本的42.06%。其中，前十大机构 投资者包括苏州瑞矽信息咨询合伙企业(有限合伙)、苏州纳芯壹号信息咨询合伙企业(有限合伙)、深圳 市慧悦成长投资基金企业(有限合伙)、中国光大银行股份有限公司-兴全商业模式优选混合型证券投资基 金(LOF)、全国社保基金四零六组合、招商银行股份有限公司-兴全合润混合型证券投资基金、中信证券 股份有限公司-嘉实上证科创板芯片交易型开放式指数证券投资基金、苏州国润瑞祺创业投资企业(有限 合伙)、深圳市创新投资集团有限公司、兴业银行股份有限公司-兴全新视野灵活配置定期开放混合型发 起式证券投资基金，前十大机构投资者合计持股比例达20.20%。相较于上一季度，前十大机构持股比 例合计下跌了1.36个百分点。 对于社保基金，本期新披露持有纳芯微的社保基金共计1个，即全国社保基金四零六组合。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括嘉实创新先锋混合A、嘉实科技创新 混合，持股增加占 ...

然而，营收的增长并未带来利润的同步提升。公司净利润亏损扩大至4.03亿元，扣非净利润更是达 到-4.57亿元。这一现象反映出公司在市场竞争中的价格压力以及成本控制的不足。尽管公司在研发、 市场开拓和供应链体系建设等方面投入了大量资源，但这些投入在短期内并未转化为利润，反而加剧了 亏损。 2025年4月9日，纳芯微发布2024年年报。报告显示，公司全年实现营业总收入19.60亿元，同比增长 49.53%；然而，归属于上市公司股东的净利润为-4.03亿元，同比亏损扩大31.95%。尽管营收表现亮 眼，但净利润的持续下滑暴露出公司在成本控制和市场竞争中的严峻挑战。 营收增长背后的隐忧 纳芯微2024年营收达到19.60亿元，同比增长49.53%，主要得益于汽车电子领域的强劲需求。新能源汽 车渗透率的提升，带动了公司相关产品的放量。此外，麦歌恩磁传感器产品的出色表现也为营收增长贡 献了力量，其在2024年11月至12月期间实现营业收入7318.72万元。 2024年，纳芯微完成了对麦歌恩的战略收购，并通过深度整合实现了产品品类和技术矩阵的横向拓展。 麦歌恩的加入为公司带来了工业编码器、开关与锁存器、线性位置传感器等多 ...

Financial Performance - The company reported a net profit attributable to shareholders of -40,287.82 million CNY for the fiscal year 2024, with a negative retained earnings of -23,389.79 million CNY as of December 31, 2024[6]. - The company will not distribute profits for the fiscal year 2024, including no cash dividends or stock bonuses, due to negative net profit and retained earnings[6]. - The company achieved operating revenue of 196,027.42 million RMB in 2024, representing a year-on-year growth of 49.53%[27]. - The net profit attributable to shareholders was -40,287.82 million RMB, with a net profit excluding non-recurring gains and losses of -45,677.81 million RMB[28]. - The company reported a total revenue of 216,384 million RMB for the current period, a significant increase from 53,999.21 million RMB in the previous period[108]. - The company reported a revenue increase of 15% year-over-year, reaching $1.2 billion in Q3 2023[188]. - The company achieved a revenue of 1,960.27 million in 2024, representing a year-on-year growth of 49.53%[125]. - The gross margin for the main business decreased by 6.17 percentage points to 32.33%[128]. Revenue Growth and Projections - The company provided guidance for the next fiscal year, projecting revenue growth of 20% to 1.44 billion RMB[18]. - User data showed a 30% increase in active users, reaching 5 million by the end of the reporting period[18]. - The company reported a significant increase in revenue, achieving a total of 1.2 billion RMB for the fiscal year, representing a 25% year-over-year growth[18]. - The company is exploring potential acquisitions to enhance its product portfolio, with a budget of $200 million allocated for this purpose[188]. - The company plans to launch the NS800RT series real-time control MCU in collaboration with Xinchuan Semiconductor in November 2024, targeting applications in photovoltaic and energy storage inverters[47]. Research and Development - Research and development expenses increased by 18%, reflecting the company's commitment to innovation[18]. - The company’s R&D expenses for 2024 were 539.99 million yuan, a year-on-year increase of 3.52%, and a 44.57% increase when excluding share-based payment expenses[43]. - The company has established a standardized R&D process to ensure product quality at each stage of development[66]. - The company has applied for 97 new intellectual property projects during the reporting period, including 44 invention patents, and received authorization for 62 projects, with 31 being invention patents[96]. - The company is committed to continuous innovation and development in the semiconductor field, aiming to lead in the domestic market with its advanced technology[103]. Product Development and Launches - New product launches included a next-generation sensor technology expected to enhance performance by 15%[18]. - The company launched over 3,300 semiconductor products, with more than 1,000 models available for sale from the Maguan brand[40]. - The company has developed a series of new products, including a pressure sensor series and a temperature and humidity sensor series, to meet new market demands[44]. - The company has launched multiple new products during the reporting period, including voltage references, gate drivers, LED drivers, and power path protection devices, expanding its product offerings in the signal chain and power management sectors[112]. - The company is developing a new generation of automotive-grade Hall sensor chips, with a focus on high ESD performance and compliance with AECQ Grade 0 standards[57]. Market Expansion and Strategy - The company is expanding its market presence in Europe, targeting a 10% market share by 2025[18]. - The company is focusing on global expansion, with overseas revenue accounting for approximately 15.58% of total revenue, indicating initial success in diversifying market presence[51]. - The company aims to deepen its market presence in automotive electronics and energy sectors, enhancing collaboration with key customers to solidify its leading position[174]. - The company is focusing on expanding its market presence through innovative product development and strategic partnerships in the semiconductor industry[111]. - The company is actively involved in the development of customized products to meet specific customer needs, enhancing its competitive edge in the market[111]. Governance and Compliance - The audit report issued by Tianjian Accounting Firm confirmed the financial statements as standard and unqualified[5]. - The company has not reported any non-operating fund occupation by controlling shareholders or related parties[10]. - The company has established a strategic and ESG committee to enhance its focus on environmental, social, and governance issues[195]. - The company’s governance structure remains compliant with the Company Law and its Articles of Association[181]. - The company has revised its governance structure to comply with legal requirements and enhance operational transparency[179]. Risks and Challenges - The company has outlined potential risks in its annual report, which investors are advised to review in detail[4]. - The company faces risks related to potential declines in market demand, increased competition, and macroeconomic downturns, which could lead to continued performance declines or losses[115]. - The company is at risk of losing core technical talent due to intense competition in the semiconductor industry, which could impact its R&D capabilities[116]. - The company competes with established foreign leaders in the semiconductor industry, which may pressure its market share if it fails to maintain technological and cost advantages[121]. - The company has faced risks from macroeconomic fluctuations and international trade tensions, which could adversely impact its operational performance[123].

光大证券股份有限公司 关于苏州纳芯微电子股份有限公司 为全资子公司提供担保的专项核查意见 光大证券股份有限公司（以下简称"光大证券"或"保荐机构"）作为苏州 纳芯微电子股份有限公司（以下简称"公司"或"纳芯微"）首次公开发行 A 股 股票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上 海证券交易所科创板股票上市规则》及公司对外担保管理制度等有关法律法规、 规范性文件和相关规定，对公司为全资子公司提供担保事项进行了核查，具体情 况如下： 3、注册地点：香港九龙旺角弥敦道582-592号信和中心1702室 4、注册资本：10万美元 5、经营范围：贸易 一、担保情况概述 （一）基本情况 公司的全资子公司远景科技国际有限公司（以下简称"远景科技"）为满足 经营和发展需求，拟向浦发银行苏州分行、招商银行苏州分行各申请等值人民币 4,000 万元的银行综合授信额度，共计 8,000 万元，授信期限不高于 3 年。公司 在综合授信额度内为全资子公司远景科技提供不超过 8,000 万元的全额担保。具 体担保金额、担保形式及期限等以最终签订的担保合同为准。 （二）内部决策程序 公司于 2025 年 4 月 ...

关于苏州纳芯微电子股份有限公司 非经营性资金占用及其他关联资金往来情况 汇总表的专项审计报告 委托单位：苏州纳芯微电子股份有限公司 审计单位：天健会计师事务所（特殊普通合伙） 联系电话：0571-88216888 | 一、非经营性资金占用及其他关联资金往来情况的专项 | | --- | | 审计说明 …………………………………………………………………第 1—2 页 | | 二、非经营性资金占用及其他关联资金往来情况汇总表 ………………第3页 三、附件 ……………………………………………………………………………………… 第 4—7 页 | 361 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（btp://zgzf.gof.gox.cn）"在行 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（bttp://z 报告编码: 浙25LRX9KZ 目 非经营性资金占用及其他关联资金往来情况的 专项审计说明 天健审〔2025〕3848 号 苏州纳芯微电子股份有限公司全体股东: 我们接受委托,审计了苏州纳芯微电子股份有限公司(以下简称纳芯微公司) 2024年度财务报表,包括2024年12月31日的合并 ...

苏州纳芯微电子股份有限公司 2024年度独立董事述职报告 （王如伟） 2024年度，作为苏州纳芯微电子股份有限公司（以下简称"公司"、"纳芯微"） 独立董事，本人严格按照《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司治理准则》《上海证券交易所科创板股票上市规则》《上市公司独立董 事管理办法》等相关法律、法规、规范性文件和《公司章程》《独立董事工作制 度》的要求，认真履行独立董事职责，坚持独立、客观、公正的立场，认真审议 董事会相关议案，对其中重要事项进行必要的核实与沟通，切实维护公司和广大 股东的合法权益。现将2024年度履职情况报告如下： 一、独立董事的基本情况 （一）个人工作履历、专业背景及兼职情况 王如伟，男，律师，1971年1月出生，中国国籍，拥有加拿大永久居留权， 本科学历。1992年8月至2003年7月任苏州市人民政府外事办公室科员；2003年8 月至2012年8月历任中新苏州工业园区管委会科员、副处长、处长；2013年9月至 2013年12月任加拿大新斯科舍省高级法院公证员；2013年10月至2013年11月任加 拿大麦克尼斯律师事务所观察员；2014年1月至2015年10月任加拿 ...