Workflow
功率半导体产品
icon
Search documents
业绩利好,最高预增超16倍
Zheng Quan Shi Bao· 2025-10-10 12:34
随着2025年三季度业绩预告逐渐进入密集披露期,A股市场将迎来新一轮"业绩验证潮"。 在全球景气度持续提升的背景下,部分A股半导体企业的前三季度业绩亮眼。 Wind数据显示,截至记者发稿,已有超过40家上市公司发布三季度业绩预告。从业绩预告类型来看, 今年前三季度业绩预喜(预增、略增、扭亏)公司数量占比在七成以上,显示出强劲的业绩增长势头。 其中,广东明珠、英联股份等公司更是以超10倍的业绩增幅,成为市场关注的焦点。 最高业绩增幅超16倍 从目前已经发布的业绩预告来看,广东明珠、英联股份等公司前三季度业绩增幅居前。 英联股份9月29日晚发布2025年前三季度业绩预告,预计公司前三季度实现归属于上市公司股东的净利 润3450万—3750万元,同比增长1531.13%—1672.97%。 公司表示,报告期内,公司营业收入和利润均实现了增长,主要来自于快消品金属包装易开盖板块的贡 献。报告期内,公司金属包装板块智能化、自动化产线的快速响应供货能力和生产产品质量的稳定性等 核心优势进一步显现,国内外市场占有率提升,公司营业收入实现稳步增长。同时,公司通过产品结构 调整等精益化管理方式提升了经营管理效率,实现降本增效, ...
东微半导股价跌5.19%,汇丰晋信基金旗下1只基金重仓,持有8.6万股浮亏损失37.32万元
Xin Lang Cai Jing· 2025-09-19 05:47
9月19日,东微半导跌5.19%,截至发稿,报79.25元/股,成交3.29亿元,换手率3.29%,总市值97.11亿 元。 数据显示,汇丰晋信基金旗下1只基金重仓东微半导。汇丰晋信创新先锋股票(011077)二季度持有股 数8.6万股,占基金净值比例为4.92%,位居第八大重仓股。根据测算,今日浮亏损失约37.32万元。 资料显示,苏州东微半导体股份有限公司位于江苏省苏州市工业园区金鸡湖大道99号纳米城东南区65 栋,成立日期2008年9月12日,上市日期2022年2月10日,公司主营业务涉及以高性能功率器件研发与销 售为主的技术驱动型半导体企业,产品专注于工业及汽车相关等中大功率应用领域。主营业务收入构成 为:功率半导体产品95.24%,晶圆4.72%,其他0.04%。 汇丰晋信创新先锋股票(011077)成立日期2021年3月16日,最新规模7208.85万。今年以来收益 28.32%,同类排名1735/4222;近一年收益75.76%,同类排名1141/3805;成立以来收益6.53%。 从基金十大重仓股角度 截至发稿,周宗舟累计任职时间2年131天,现任基金资产总规模2.68亿元,任职期间最佳基金回 ...
东微半导9月15日获融资买入8173.06万元,融资余额6.36亿元
Xin Lang Cai Jing· 2025-09-16 01:41
资料显示,苏州东微半导体股份有限公司位于江苏省苏州市工业园区金鸡湖大道99号纳米城东南区65 栋,成立日期2008年9月12日,上市日期2022年2月10日,公司主营业务涉及以高性能功率器件研发与销 售为主的技术驱动型半导体企业,产品专注于工业及汽车相关等中大功率应用领域。主营业务收入构成 为:功率半导体产品95.24%,晶圆4.72%,其他0.04%。 截至6月30日,东微半导股东户数1.19万,较上期增加0.49%;人均流通股10315股,较上期减少0.49%。 2025年1月-6月,东微半导实现营业收入6.16亿元,同比增长46.79%;归母净利润2758.14万元,同比增 长62.80%。 分红方面,东微半导A股上市后累计派现1.43亿元。近三年,累计派现1.21亿元。 责任编辑:小浪快报 9月15日,东微半导涨3.40%,成交额4.66亿元。两融数据显示,当日东微半导获融资买入额8173.06万 元,融资偿还6860.48万元,融资净买入1312.58万元。截至9月15日,东微半导融资融券余额合计6.37亿 元。 融资方面,东微半导当日融资买入8173.06万元。当前融资余额6.36亿元,占流通市值 ...
东微半导股价涨5.34%,汇丰晋信基金旗下1只基金重仓,持有8.6万股浮盈赚取37.84万元
Xin Lang Cai Jing· 2025-09-15 02:52
9月15日,东微半导涨5.34%,截至发稿,报86.80元/股,成交2.59亿元,换手率2.51%,总市值106.36亿 元。 资料显示,苏州东微半导体股份有限公司位于江苏省苏州市工业园区金鸡湖大道99号纳米城东南区65 栋,成立日期2008年9月12日,上市日期2022年2月10日,公司主营业务涉及以高性能功率器件研发与销 售为主的技术驱动型半导体企业,产品专注于工业及汽车相关等中大功率应用领域。主营业务收入构成 为:功率半导体产品95.24%,晶圆4.72%,其他0.04%。 从基金十大重仓股角度 截至发稿,周宗舟累计任职时间2年127天,现任基金资产总规模2.68亿元,任职期间最佳基金回报 49.33%, 任职期间最差基金回报0.37%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,汇丰晋信基金旗下1只基金重仓东微半导。汇丰晋信创新先锋股票(011077)二季度持有股 数8.6万股,占基金净值比例为4.92%,位居第八大重仓股。根据 ...
皇庭国际:子公司融发投资名下资产将被拍卖
Sou Hu Cai Jing· 2025-09-01 02:13
Group 1 - The company, Huangting International, is currently planning a debt restructuring and significant asset sale, but no agreements have been signed yet, and details are still under negotiation [3][4] - The assets, including the Jingguo National Business Center (Shenzhen Huangting Plaza), are scheduled for public auction from September 9, 2025, to September 10, 2025, with the current judicial auction still in the publicity phase, leading to uncertainty regarding the sale outcome and price [3] - Previous attempts to sell at least 51% stakes in Shenzhen Rongfa Investment Co., Ltd. and Chongqing Huangting Jewelry Plaza Co., Ltd. did not attract effective purchase interest [3][4] Group 2 - The company was established on January 19, 1985, with a registered capital of 1.18252822 billion RMB, and is primarily engaged in commercial management, property management, and power semiconductor businesses [4][5] - The current chairman is Qiu Shanqin, and the company has 730 employees, with Zheng Kanghao as the actual controller [5] - Financial performance from 2022 to 2024 shows revenues of 663 million RMB, 1.172 billion RMB, and 658 million RMB, with year-on-year growth rates of -12.09%, 76.68%, and -43.86% respectively; net profits were -1.231 billion RMB, -1.127 billion RMB, and -640 million RMB, with year-on-year changes of -6.36%, 8.25%, and 43.16% respectively [5]
无锡振华(605319):传统+新势力客户双轮驱动 Q2业绩实现高增
Xin Lang Cai Jing· 2025-08-27 02:37
Core Viewpoint - The company reported strong mid-year performance for 2025, with significant revenue and profit growth driven by the recovery of traditional clients and the expansion of new clients in the stamping business [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 1.287 billion yuan, a year-on-year increase of 15.2% - The net profit attributable to shareholders was 201 million yuan, up 27.2% year-on-year - The net profit excluding non-recurring items was 198 million yuan, reflecting a 26.7% increase year-on-year - In Q2 2025, revenue reached 687 million yuan, with year-on-year and quarter-on-quarter growth of 9.5% and 14.4% respectively - The net profit attributable to shareholders for Q2 was 107 million yuan, showing a year-on-year increase of 31.9% and a quarter-on-quarter increase of 13.0% [1]. Business Segments - The stamping parts business generated revenue of 854 million yuan in H1 2025, a year-on-year increase of 41.1%, accounting for 66.4% of total revenue - The growth in stamping parts was primarily driven by increased sales from new clients, with Xiaomi and Li Auto achieving significant sales increases in Q2 2025 - The assembly processing business reported revenue of 237 million yuan, up 16.7% year-on-year, mainly due to the recovery of traditional client SAIC Motor - Other business segments, including precision electroplating and molds, showed mixed results, with precision electroplating revenue at 89 million yuan (up 0.1%) and molds at 39 million yuan (down 75.3%) [2]. Cost and Profitability - The company optimized its expenses in Q2 2025, with a total expense ratio of 7.50%, a decrease of 0.7 percentage points year-on-year - The overall gross margin for Q2 was 29.9%, an increase of 6.2 percentage points year-on-year, driven by a higher proportion of new clients and a decline in raw material prices - The gross margin for the stamping parts segment was 20.3%, reflecting a year-on-year increase of 4.3 percentage points [3]. Future Outlook - The company expects to achieve revenues of 3.26 billion yuan, 4.23 billion yuan, and 4.76 billion yuan for 2025-2027, representing year-on-year growth rates of 28.6%, 30.1%, and 12.5% respectively - The projected net profit attributable to shareholders for the same period is 500 million yuan, 620 million yuan, and 710 million yuan, with a significant increase expected in 2026 [4].
高新发展(000628.SZ):上半年净利润6692.3万元 同比增加14.06%
Ge Long Hui A P P· 2025-08-21 11:25
Core Viewpoint - The company reported a decline in revenue for the first half of the year, primarily due to adverse industry conditions affecting construction contracts and increased competition in the power semiconductor sector [1] Financial Performance - The company achieved operating revenue of 2.493 billion yuan, a decrease of 17.46% compared to the same period last year [1] - The net profit attributable to shareholders was 66.923 million yuan, an increase of 14.06% year-on-year [1] Business Segments - The decline in revenue was attributed to a reduction in new contract amounts in the construction business due to overall industry conditions [1] - The power semiconductor business faced challenges from intensified competition, inventory reduction efforts, and lengthy product validation cycles for new clients, which hindered the realization of bulk revenue [1] Management Strategies - The company has focused on refined management practices and optimized supply chain construction to enhance efficiency and reduce costs [1] - The disposal of non-core equity assets contributed to the increase in current period earnings [1]
芯导科技拟收购吉瞬科技100%、瞬雷科技17%股权,将实现全资控股
Ju Chao Zi Xun· 2025-08-05 03:16
Core Viewpoint - Chip导科技 plans to issue convertible bonds and cash to acquire 100% equity of Jishun Technology and 17.15% equity of Shunlei Technology, enhancing its position in the power semiconductor sector [2] Group 1: Market Resources - The acquisition allows Chip导科技 to leverage Jishun Technology's customer resources to expand into automotive electronics, security instruments, and industrial markets, while Jishun Technology can penetrate the consumer electronics market [3] Group 2: Supply Chain Management - The collaboration will enhance product quality, production efficiency, and cost-effectiveness by combining Chip导科技's supply chain management experience with Jishun Technology's production capabilities [4] - Jishun Technology has its own production facilities, providing capacity assurance and a dedicated space for R&D, which strengthens its competitive edge [4] - The transaction will enable both companies to optimize their supply chains, enhance negotiation power with suppliers, and apply advanced manufacturing processes to improve product competitiveness [4] Group 3: Product Categories - Jishun Technology's automotive-grade and industrial-grade power semiconductor products will broaden Chip导科技's product offerings, facilitating comprehensive circuit protection solutions to meet downstream customer needs [4] Group 4: Technology and R&D - The acquisition will strengthen Chip导科技's R&D capabilities by expanding its talent pool and enhancing the integration of R&D platforms, accelerating technological advancements [5]
盈信量化(首源投资)芯迈拟港股上市,机遇挑战并存
Sou Hu Cai Jing· 2025-07-12 03:52
Core Viewpoint - ChipMight Semiconductor has officially initiated its IPO process by submitting a prospectus to the Hong Kong Stock Exchange, attracting significant attention from the capital market and the industry [1] Financial Performance - The company experienced revenue fluctuations from 2022 to 2024, with figures of 1.688 billion, 1.64 billion, and 1.574 billion respectively, indicating a downward trend [1] - The gross profit and gross margin have also been declining, with the company transitioning from profitability to a loss, projecting a loss of 0.697 billion in 2024 [1] Business Model and Market Position - ChipMight Semiconductor operates as a Fab-Lite Integrated Device Manufacturer (IDM), integrating design, manufacturing, and packaging efficiently, which provides strong autonomy and flexibility in technology development and product production [1] - The company's products are widely used across various sectors, including automotive manufacturing, telecommunications, and data centers [1] Strategic Advantages - Notable shareholders such as Xiaomi Fund and CATL provide financial support and enhance market confidence in ChipMight Semiconductor, showcasing its potential and value in technology and market [3] - As of December 31, 2024, the company holds cash and cash equivalents of 1.539 billion, which offers a solid financial foundation for ongoing operations and development [3] Future Outlook - Successfully raising funds through the IPO could improve the company's financial situation, enhance profitability, and expand market share [3] - The upcoming listing represents both an opportunity and a challenge for ChipMight Semiconductor, with its ability to stand out in the capital market and industry being a point of ongoing interest [3]
董明珠卸任格力芯片公司董事长,曾称做芯片“没拿国家一分钱”
第一财经· 2025-06-12 14:53
Core Viewpoint - The recent management changes at Zhuhai Zero Boundary Integrated Circuit Co., Ltd. reflect a strategic shift in the company's leadership as it continues to develop its semiconductor business, which has become a significant revenue source for Gree Electric Appliances. Group 1: Management Changes - Dong Mingzhu has stepped down as the legal representative and chairman of Zhuhai Zero Boundary, with Li Shaobin taking over these roles [1][4] - The company has also seen changes in its executive team, with Tan Jianming exiting the board and Li Shaobin now serving as the executive director and manager [1][4] - The management changes occurred alongside a relocation of the company's registered address [2] Group 2: Business Performance - Gree Electric Appliances reported that its semiconductor business generated revenue of 15 billion yuan in 2024, marking a 50% year-on-year increase, with a net profit of 3.5 billion yuan, up 75% [3] - The semiconductor division has become the second-largest profit contributor for Gree, following air conditioning [3] Group 3: Strategic Developments - Gree has been actively investing in its chip production capabilities, with plans for a SiC chip factory expected to start production in June 2024, aiming to become the second-largest automated compound chip factory globally [5] - Since entering the chip sector in 2015, Gree has achieved a production capacity of 240,000 pieces per year, with self-developed chips being used in various products, including home and commercial air conditioning [5]