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国科微2024年毛利率为26.29%,同比大增13.85个百分点
Ju Chao Zi Xun· 2025-04-25 03:06
Core Viewpoint - Guokewi reported a significant decline in total revenue for 2024, with a 53.26% year-on-year decrease, while net profit showed a slight increase of 1.13% [2][3] Financial Performance - Total revenue for 2024 was 1,977.89 million yuan, down from 4,231.26 million yuan in 2023 [3] - Net profit attributable to shareholders was 97.15 million yuan, compared to 96.07 million yuan in the previous year [3] - The gross profit margin improved to 26.29%, an increase of 13.85 percentage points from the previous year [2] - R&D investment reached 67.53 million yuan, a 10.26% increase year-on-year, indicating a focus on long-term growth despite short-term profit impacts [2] Product Performance - The smart vision series chips generated sales of 94.62 million yuan, a decrease of 23.43%, accounting for 47.84% of total revenue [4] - The ultra-high-definition smart display series chips saw sales drop by 70.15% to 77.44 million yuan, making up 39.15% of total revenue [4] - The IoT series chips achieved sales of 19.65 million yuan, a growth of 46.07%, representing 9.93% of total revenue [6] - The solid-state storage series chips experienced a significant decline in sales, down 87.83% to 3.02 million yuan, contributing only 1.53% to total revenue [7] Market Strategy - The company has successfully launched the GK63 series for the broadcasting and IPTV operator markets, achieving large-scale production and enhancing competitiveness [5] - The company is expanding its presence in the AI-enabled industry upgrade needs, particularly in the education sector, leveraging the Harmony ecosystem [6] - In the automotive sector, the company is actively developing vehicle AI chips and SerDes chips, with ongoing projects and collaborations with various automotive clients [8]
杰华特微电子股份有限公司
法定代表人:黄必亮 经营范围:一般项目:技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;电力电子元 器件制造;电力电子元器件销售;半导体分立器件制造;半导体分立器件销售;集成电路设计;集成电 路制造;集成电路销售;电子专用材料研发;电子专用材料制造;电子专用材料销售;集成电路芯片设 计及服务;集成电路芯片及产品制造;集成电路芯片及产品销售;半导体器件专用设备制造;半导体器 件专用设备销售;电子元器件制造;电子元器件批发;先进电力电子装置销售;电子产品销售;新兴能 源技术研发;电机及其控制系统研发;软件开发;软件销售;计算机软硬件及辅助设备零售;计算机软 硬件及辅助设备批发;智能车载设备制造;智能车载设备销售;机械电气设备制造;机械电气设备销 售;输配电及控制设备制造;智能输配电及控制设备销售;实验分析仪器制造;实验分析仪器销售;知 识产权服务(专利代理服务除外);货物进出口;技术进出口(除依法须经批准的项目外,凭营业执照 依法自主开展经营活动)。 股权结构:无锡市宜欣科技有限公司持股80%,安徽芯塔电子科技有限公司持股20% 影响被担保人偿债能力的重大或有事项:无 失信被执行人情况:不属于失信被执 ...
上市三年亏损近15亿元,现金造血能力待考,翱捷科技“烧钱”过后何去何从
Hua Xia Shi Bao· 2025-04-11 14:45
Group 1 - The core viewpoint of the article highlights that Aojie Technology has experienced revenue growth but continues to face increasing losses, indicating a challenging financial situation despite optimistic market ratings from securities firms [2][3][8] - Aojie Technology reported a revenue of 3.386 billion yuan for 2024, a year-on-year increase of 30.23%, but a net profit attributable to shareholders of -693 million yuan, reflecting ongoing financial struggles [3][4] - The company has been consistently unprofitable since its establishment, with cumulative losses nearing 1.5 billion yuan over the past three years, despite increasing revenue [4][5] Group 2 - The company has heavily invested in research and development (R&D), with R&D expenses amounting to 1.006 billion yuan in 2022 and 1.086 billion yuan in 2023, which has contributed to its ongoing losses [5][6] - Aojie Technology's R&D team has grown to over 1,100 personnel, with total compensation exceeding 786 million yuan in 2023, indicating a significant commitment to maintaining a competitive edge in the technology-intensive chip industry [5][6] - The company has filed for 39 invention patents and 19 integrated circuit layout designs in 2024, with a total of 158 valid invention patents held by the end of the year, showcasing its focus on innovation despite financial challenges [6][8] Group 3 - The chip industry is characterized by high technical and capital intensity, leading to a common phenomenon of "burning money" among companies, including Aojie Technology, which faces significant pressure to maintain R&D investments amid fierce competition [2][8] - Analysts from Zhongtai Securities and Guosen Securities have issued optimistic ratings for Aojie Technology, predicting revenue growth from 3.386 billion yuan in 2024 to 6.195 billion yuan in 2026, despite anticipated continued losses in the near term [8]
南芯科技上市2周年:市值缩水近44% 业务拓展与盈利增长引关注
Jin Rong Jie· 2025-04-07 07:15
Core Insights - Nanchip Technology (688484) successfully listed on April 7, 2023, and has since become a leading integrated circuit company in China, focusing on semiconductor chip R&D, production, and sales across various sectors including charging management, battery management, and automotive electronics [1][2] - The company has shown steady revenue growth, achieving operating income of 1.78 billion yuan in 2020, which increased to 1.78 billion yuan in 2023, reflecting a significant rise in the integrated circuit industry [2] - Despite a decline in market capitalization from 25.137 billion yuan at the time of listing to 14.159 billion yuan by April 7, 2025, indicating a nearly 44% drop, the company continues to invest in business expansion and technology enhancement [2][3] Financial Performance - In 2023, Nanchip Technology reported operating income of 1.78 billion yuan, a year-on-year increase of 36.87%, while net profit attributable to shareholders was 261 million yuan, up 6.15% [2] - The company experienced a significant revenue increase of 451.96% in 2021, with net profit soaring by 3159.93%, primarily due to initial business expansion and a high base effect [2] - The growth in revenue has been consistent since 2020, but the rate of net profit growth has slowed, likely due to increased R&D investment, intense market competition, and capacity expansion [2] Market Position and Future Plans - Nanchip Technology is actively expanding its business layout, particularly in the chip testing sector, and plans to establish a chip testing industrial park in Jiaxing, which is expected to enhance its R&D and production capabilities for automotive-grade chips and high-performance products [3] - The establishment of a semiconductor subsidiary in Zhejiang further demonstrates the company's commitment to deepening its industry chain layout [1]
美芯晟:美芯晟首次公开发行股票科创板上市公告书
2023-05-18 11:22
股票简称:美芯晟 股票代码:688458 美芯晟科技(北京)股份有限公司 (北京市海淀区学院路 30 号科大天工大厦 A 座 10 层 01 室) 首次公开发行股票科创板上市公告书 保荐人(主承销商) (北京市朝阳区安立路66号4号楼) 二零二三年五月十九日 特别提示 美芯晟科技(北京)股份有限公司(以下简称"美芯晟"、"发行人"、 "本公司"或"公司")股票将于 2023 年 5 月 22 日在上海证券交易所科创板 上市。本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素, 在新股上市初期切忌盲目跟风"炒新",应当审慎决策、理性投资。 本上市公告书中所引用数据,如合计数与各分项数直接相加之和存在差异, 或小数点后尾数与原始数据存在差异,可能系由精确位数不同或四舍五入形成 的。 1 第一节 重要声明与提示 一、重要声明与提示 本公司及全体董事、监事、高级管理人员保证上市公告书所披露信息的真 实、准确、完整,承诺上市公告书不存在虚假记载、误导性陈述或者重大遗漏, 并依法承担法律责任; 上海证券交易所、有关政府机关对本公司股票上市及有关事项的意见,均 不表明对本公司的任何保证; 本 公 司 提 醒 广 ...