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琻捷电子拟赴港上市:净利润连续亏损 客户主要由直销客户组成 五大客户的收入占比46.8%
Core Viewpoint - The company, Banjie Electronics Technology (Jiangsu) Co., Ltd., is preparing for an IPO, focusing on high-performance automotive chips, but has reported consecutive net losses from 2022 to 2025 [1][2]. Financial Performance - The net profits for Banjie Electronics from 2022 to the first half of 2025 are projected to be approximately -205 million, -356 million, -351 million, and -143 million yuan respectively [1][2]. - The operating revenues for the same period are estimated to be around 104 million, 223 million, 348 million, and 157 million yuan respectively [2]. Market Position - In 2024, the global market size for wireless automotive sensor SoCs is expected to reach 2.9 billion yuan, with Banjie Electronics projected to generate approximately 209 million yuan in revenue, capturing a market share of 7.3% [2]. - The global wireless TPMS SoC market is anticipated to grow from 2.7 billion yuan in 2024 to 7.2 billion yuan by 2030, with a compound annual growth rate (CAGR) of 17.5% [2]. Use of Proceeds - The funds raised from the IPO will be utilized to expand business scale, accelerate new product commercialization, procure wafers, and enhance internal manufacturing capabilities [3]. - Investments will also focus on advancing technology in smart tire sensor SoCs, battery management system SoCs, and universal sensor interface SoCs [3]. Customer and Supplier Dynamics - The majority of Banjie Electronics' customers are direct sales clients, with revenue from the top five customers accounting for 41.2%, 35.6%, 52.1%, and 46.8% of total revenue from 2022 to the first half of 2025 [4]. - The company relies heavily on a few suppliers, with the top five suppliers representing 72.8%, 52.6%, 64.5%, and 63.9% of total procurement during the same period [4].
琻捷电子,拟赴港上市
招股说明书显示,2024年,全球无线汽车传感SoC(系统级芯片)的市场规模约达29亿元。前五大供应商 合计占2024年全球市场份额的70.4%。2024年,琻捷电子无线汽车传感SoC的收入约为2.09亿元,在全 球无线传感SoC行业中排名第三,市场份额为7.3%。 随着全球TPMS(轮胎压力监测系统)相关法规及标准的不断完善,全球无线TPMS SoC的市场规模由2019 年的13亿元增长至2024年的27亿元,复合年增长率为15.9%。随着全球汽车销量的稳步增长,以及 TPMS在乘用车及商用车中渗透率的提升,预计全球汽车无线TPMS SoC的市场规模将由2025年的32亿 元增长至2030年的72亿元,复合年增长率为17.5%。 2022年、2023年、2024年以及2025年上半年,公司营业收入分别约为1.04亿元、2.23亿元、3.48亿元和 1.57亿元,净利润分别约为-2.05亿元、-3.56亿元、-3.51亿元和-1.43亿元。 9月5日,琻捷电子科技(江苏)股份有限公司向港交所递交招股说明书。 招股书显示,琻捷电子专注于高性能车规芯片的研发、设计与销售,2022年、2023年、2024年以及202 ...