汽车电子

Search documents
钧崴电子2024年营收6.59亿元,精密电阻业务同比增超20%
Ju Chao Zi Xun· 2025-04-25 08:53
Core Insights - The company reported a revenue of 659.5 million yuan for 2024, marking a year-on-year increase of 16.94% [2][3] - Net profit attributable to shareholders reached 105.6 million yuan, up 17.39% from the previous year [2][3] - The net profit after deducting non-recurring gains was 103.9 million yuan, reflecting a growth of 22.95% [2][3] Financial Performance - Revenue from core product, precision resistors for current sensing, was 412 million yuan, an increase of 21.31% [2][3] - Revenue from the fuse business was 143 million yuan, growing by 10.1% [2][3] - Basic and diluted earnings per share were both 0.53 yuan, up 17.78% compared to the previous year [3] Market Strategy - The company is expanding its product lines in traditional markets such as mobile communications and consumer electronics, achieving significant market share growth [2][4] - It is actively developing new customer relationships in emerging strategic markets like automotive electronics and industrial communications, gaining recognition from leading global clients [2][4] Global Expansion - The company is accelerating its expansion into key markets including Japan, South Korea, India, Europe, and North America, enhancing its competitive edge through improved product technology [4] - Operationally, the company is focusing on cost reduction and efficiency improvements through self-developed materials and automated manufacturing upgrades [4] Future Outlook - The company plans to diversify its business by entering emerging industries such as automotive electronics, renewable energy storage, and AI servers, aiming to reduce reliance on a single industry [4] - Continuous investment in research and development is emphasized, particularly in high-value-added product lines like current sensors, to enhance market competitiveness [4]
中原内配:2024年业绩稳健增长 新兴产业板块增长亮眼
Zheng Quan Shi Bao Wang· 2025-04-24 14:05
Core Viewpoint - The company reported a revenue increase of 15.57% for the year 2024, but net profit decreased by 34.37% due to goodwill impairment [1][3] Group 1: Financial Performance - The company achieved an operating income of 3.31 billion yuan, with a net profit attributable to shareholders of 204 million yuan [1] - The company proposed a cash dividend of 1.3 yuan per 10 shares (tax included) [1] - A significant goodwill impairment of 120 million yuan was recorded, impacting net profit [3] Group 2: Business Growth and Market Position - The company maintained its leading position in the global cylinder liner industry, with a 19.29% increase in cylinder liner sales, totaling 68.81 million units [2] - Sales in the automotive electronics sector, particularly for electronic control actuators, grew by 21.16%, reaching 298 million yuan [2] - The dual-metal brake drum sales surged by 366.67%, generating 374 million yuan in revenue, reflecting strong market expansion [2] Group 3: Strategic Initiatives and Future Outlook - The company aims to enhance its operational management and financial control through continuous technological innovation and improved subsidiary management [4] - For 2025, the company targets cylinder liner sales of no less than 72.4 million units and brake drum sales of at least 1.41 million units [4] - The company is focused on building competitive advantages in both automotive components and hydrogen energy sectors, pursuing a dual-line strategy [4]
天有为:见证蜕变,从汽车仪表跟随者崛起为引领者
Sou Hu Cai Jing· 2025-04-24 08:35
天有为电子股份有限公司(以下简称"天有为",股票代码:603202)是国内汽车电子仪表领域主流企业。这家长期隐身于产业链后端的"隐形冠 军",于近日闯入资本市场视野: 2025年4月24日,天有为正式登陆上交所主板,以93.5元/股的发行价,为目前A股市场年内发行价最高的新股,也是近14个月来发行价最高的新 股。首日开盘股价即飙升至140元,涨幅达49.73%,市值突破220亿元。 4月14日,天有为开启申购,申购价格每股93.5元,为A股年内最贵新股,申购上限1.25万股,公司拟于上海证券交易所主板上市,随后两日,公司 分别发布了网上发行申购及中签率情况公告、网下初步配售及网上中签结果公告,本次发行股票数量为4000万股,占发行后总股本的25%,发行价 为93.50元,其中,网上最终发行量为2610.50万股,占本次发行总量的65.26%。 招股书显示,2022年至2024年,天有为营业收入分别为19.72亿元、34.37亿元和44.65亿元,净利润分别为3.97亿元、8.43亿元和11.36亿元。显著上 升的业绩,是公司销售、技术、成本管控等多方面成果的集中体现。 绑定头部车企,市占率逐年提升 目前,天有 ...
明星基金一季度重仓科技赛道
Shen Zhen Shang Bao· 2025-04-22 22:39
招商基金基金经理翟相栋旗下基金一季度业绩亮眼,他自去年底起就开始大比例配置AI应用领域相关 标的,例如港股互联网、计算机、智驾及整车、机器人、AI终端等,今年一季度他逐步减少了对医 药、消费等方向配置,继续增配了企业服务、公有/私有云等方向的优质公司。 【深圳商报讯】(记者詹钰叶)公募基金2025年一季报收官,基金经理今年一季度持仓变动也随之披 露。一季报显示,多位明星基金经理重点布局了多个科技赛道的股票。 兴业证券策略团队指出,主动偏股型基金今年一季度仓位小幅上升至85.47%,其中普通股票型、偏股 混合型、灵活配置型仓位分别上升0.42%、0.26%与0.27%;科创板配置比例进一步提升至15.17%,而主 板与创业板仓位分别下降0.58%与1.6%。可见,今年一季度基金经理加仓科技赛道是主流趋势。 睿远基金明星基金经理傅鹏博和朱璘在季报中透露,今年一季度调整了前十大重仓股,布局了受益于国 内人工智能、汽车电子快速发展的PCB概念股,对组合的贡献较为突出,同时加大了恒生科技板块的个 股配置;此外,医药板块方面,其加仓了将人工智能和传统医学结合提升治疗效果、提高患者触达的公 司。睿远基金知名基金经理饶刚和侯 ...
杰华特2024年实现营收16.79亿元,同比增长29.46%
Ju Chao Zi Xun· 2025-04-22 02:11
4月21日,杰华特发布2024年度业绩报告,该年度公司实现营业收入167,875.07万元,同比增长29.46%,行业下游终端市场经历了较长的去化过程,部分客 户采购需求恢复常态,同时公司通过精准的市场定位进行创新的产品设计,另外公司引入更多的优质客户以及深化与现有客户的合作,使得营业收入较上年 同期有所增长。 报告期内,杰华特产品研发取得显著突破,在多个应用领域实现技术落地与市场认可。具体表现为: 1、新能源领域,杰华特推出了基于自有工艺的超高压面向太阳能应用的PMIC(电源管理集成电路)芯片,具有系统级时序管理功能,集成度高,易于使用, 已通过客户的测试。 2、在网通和安防领域,杰华特推出了多款PoE以太网供电芯片,包括高集成4路PSE供电芯片、高性价比8路PSE供电芯片、13WPD受电端协议和功率全集成 芯片,部分产品已在多家头部客户通过测试并进入小批量供货阶段。 3、汽车电子领域,杰华特推出了多款汽车应用的高低边驱动芯片和车灯驱动芯片,已经进入客户设计阶段,推出了新一代车规DrMOS并实现量产,公司推 出了多款USB车充和协议芯片,部分型号已经开始收获订单,获得了客户的认可;公司在报告期内基本完成了汽 ...
顺络电子(002138) - 2025年4月20日投资者关系活动记录表
2025-04-21 00:52
Group 1: Financial Performance - In Q1 2025, the company achieved a sales revenue of 146,073.52 million CNY, a year-on-year increase of 16.03% [4] - The net profit attributable to shareholders reached 23,315.08 million CNY, reflecting a year-on-year growth of 37.02% [4] - The automotive electronics and data center sectors showed significant growth, with automotive electronics sales reaching 314 million CNY, up 65.46% from the previous year [5] Group 2: Market Insights - The company maintains a strong market share in the mobile communications sector, with a focus on expanding new products while sustaining existing market shares [5] - The automotive electronics market is identified as a major opportunity, with the company being one of the few active Chinese component manufacturers in this field [6] - The data center market remains robust, with increasing demand for high-power density and low-power consumption magnetic components [6] Group 3: Strategic Responses - The company has a low overseas procurement ratio, with domestic sales accounting for 84.49% and exports at 15.51%, minimizing the impact of tariffs [4] - Continuous investment in R&D and management innovation has been emphasized to maintain competitive advantages and high gross margins [7] - The company plans to adhere to a long-term strategic framework, focusing on market trends and customer needs for new product development [8]
大族数控2024年业绩翻倍增长,H股上市计划加速全球化布局
Jin Rong Jie· 2025-04-21 00:10
大族数控2024年营收33.43亿元,同比增长104.56%;净利润3.01亿元,同比增长122.20%;H股上市计划 推进,全球化战略提速。 2025年4月20日,大族数控发布了2024年年报。报告显示,公司2024年实现营业总收入33.43亿元,同比 增长104.56%;归属净利润3.01亿元,同比增长122.20%。这一业绩表现得益于AI产业链基础设施需求的 爆发,以及消费电子市场的复苏和汽车电子技术的升级。与此同时,公司宣布拟发行H股并在香港联交 所主板上市,进一步推进全球化战略。 业绩大幅增长,AI产业链成主要驱动力 大族数控2024年的业绩表现堪称亮眼,营收和净利润均实现翻倍增长。公司营业总收入从2023年的 16.34亿元大幅提升至33.43亿元,同比增长104.56%;归属净利润从1.36亿元增长至3.01亿元,同比增长 122.20%。这一增长主要得益于AI产业链基础设施需求的爆发,尤其是服务器和高速交换机的需求激 增,带动了全球PCB产业市场规模的扩大,下游客户的资本支出增加,从而拉动了公司PCB专用加工设 备订单的增长。 在压合工序方面,公司推出了层压系统,获得了汽车电子、AI服务器电源 ...
睿远旗下基金公布一季报!大幅减持中国移动 看好后市投资机遇
Zhi Tong Cai Jing· 2025-04-17 07:32
Core Insights - Ruiyuan Fund disclosed its Q1 2025 report, showing significant adjustments in its portfolio with notable reductions in major holdings like China Mobile and Tencent Holdings compared to Q4 2024 [1][2] Fund Performance - Ruiyuan Growth Value Fund, managed by Fu Pengbo and Zhu Lin, reported net asset growth rates of 2.45% and 2.35% for its A and C shares, underperforming the benchmark by 0.16 and 0.26 percentage points respectively [2] - Ruiyuan Balanced Value Fund, managed by Zhao Feng, achieved a net asset growth of 5.79%, with Tencent Holdings as the largest holding at 9.51% [3][4] - Ruiyuan Stable Configuration Fund, managed by Rao Gang, outperformed its benchmark with growth rates of 3.01% and 2.94% for its A and C shares, respectively [5] Portfolio Adjustments - Ruiyuan Growth Value Fund increased its holdings in Shenghong Technology by 13.12 million shares, while reducing positions in major stocks like CATL and China Mobile [2][5] - Ruiyuan Stable Configuration Fund significantly reduced its stake in China Mobile by over 43%, holding 4.1 million shares at the end of Q1 2025 [5] - Ruiyuan Balanced Value Fund added new positions in stocks like Focus Media, while exiting from China Pacific Insurance [3][4] Market Outlook - The fund managers expressed optimism about the macroeconomic environment, anticipating government measures to stimulate domestic demand and economic growth [6][7] - They noted that the real estate market's downward trend is stabilizing, with signs of recovery in first-tier cities [7]
现有产能利用率低于可比同行,燕东微为何再欲募资40亿元建设12英寸新产线?
Mei Ri Jing Ji Xin Wen· 2025-04-16 15:00
Core Viewpoint - Yandong Micro plans to raise 40.2 billion yuan through a private placement, fully subscribed by its controlling shareholder, Beijing Electric Control, to fund the construction of a 12-inch production line and supplement working capital [1] Group 1: Fundraising and Investment Projects - The fundraising will support the construction of a 12-inch production line by Beidian Integrated, a subsidiary of Yandong Micro, along with working capital [1] - Yandong Micro's subsidiaries and partners plan to increase capital for Beidian Integrated, with contributions of 49.9 billion yuan from Yandong Technology, 20 billion yuan from Tianjin BOE, and 25 billion yuan each from Yizhuang Guotou and Beijing Guoguan [1] Group 2: Technology and Production Capacity - The previous fundraising project focused on a 90nm-65nm process, while the new project targets a 55nm-28nm process, expanding product offerings to include OLED display driver chips and mixed-signal chips [2][4] - The first phase of the previous project is expected to reach production capacity of 20,000 wafers per month by July 2024, with the second phase aiming for 40,000 wafers per month by July 2025 [3] Group 3: Financial Performance and Market Conditions - Yandong Micro's wafer manufacturing gross margin has declined significantly, with margins of 21.79%, 10.80%, -19.72%, and -26.99% from 2021 to the first nine months of 2024 [5] - The company's capacity utilization rates have also decreased, recorded at 93.14%, 79.11%, 78.35%, and 80.82% for the same periods [7][11] - Despite the overall downturn in the wafer foundry industry, Yandong Micro's margins remain lower than comparable peers, which have higher capacity utilization rates [6][10]
拓普集团:Tier 0.5级汽车+机器人供应商,拓全球目光,普平台科技-20250404
Huaxin Securities· 2025-04-04 01:20
2025 年 04 月 03 日 拓普集团:Tier 0.5 级汽车+机器人供应商,拓 全球目光,普平台科技 买入(首次) 投资要点 分析师:林子健 S1050523090001 linzj@cfsc.com.cn | 基本数据 | 2025-04-03 | | --- | --- | | 当前股价(元) | 56.61 | | 总市值(亿元) | 984 | | 总股本(百万股) | 1738 | | 流通股本(百万股) | 1738 | | 52 周价格范围(元) | 31.06-74.73 | | 日均成交额(百万元) | 1225.39 | 市场表现 资料来源:Wind,华鑫证券研究 -40 -20 0 20 40 60 80 100 (%) 拓普集团 沪深300 相关研究 —拓普集团(601689.SH)公司深度报告 ▌多次把握时代机遇,铸就 Tier0.5 级供应商 公司成立于 1983 年,早期配套北京吉普及一汽大众等客户,后在 2001 年进入国际配套市场;在合资品牌主导时代,公司把握零部件国 产化机遇,与上汽通用等客户深度合作;后在自主品牌成长期,公司 依托以吉利为代表的大客户持续扩张;新能 ...