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计提存货跌价准备增加 复旦微电上半年净利润同比下滑44.38%
Zheng Quan Shi Bao Wang· 2025-08-27 13:53
8月27日晚间,复旦微电发布2025年半年度报告。 上半年,公司实现营业收入18.39亿元,同比增加2.49%;同期实现归属于上市公司股东的净利润1.94亿 元,同比减少44.38%;归属于上市公司股东的扣非净利润1.82亿元,同比减少40.96%。 据披露,业绩变化主要系:公司各产品线所面对的市场竞争激烈,公司积极拓展新产品和新市场,巩固 或扩大市场占有率,除非挥发存储器外,集成电路设计板块各产品线均取得增长,营业收入有所提升。 由于公司确认的集成电路设计企业增值税加计抵减额及政府补助专项验收减少,其他收益下降;存货中 部分产品需求下降及库龄变长等原因计提存货跌价准备增加,使得报告期归属于上市公司股东的净利润 下降。 复旦微电是国内芯片设计企业中产品线较广的企业,现有安全与识别芯片、非挥发存储器、智能电表芯 片、现场可编程门阵列(FPGA)四大类产品线,并通过控股子公司华岭股份为客户提供芯片测试服 务。 谈及经营情况,复旦微电在半年报中阐述,报告期内,受消费电子市场增长带动,公司安全与识别芯片 产品的部分子线产品、智能电表产品线的销售取得了较好成绩;高可靠领域行业需求向好,对公司经营 起到重要支撑作用。存储 ...
利扬芯片2025年中报简析:营收上升亏损收窄,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-26 23:09
| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.31亿 | 2.84亿 | 23.09% | | 归母净利润(元) | -844.42万 | -706.11万 | 16.38% | | 扣非净利润(元) | -798.35万 | -675.96万 | 15.33% | | 货币资金(元) | 8957.93万 | 2.81亿 | 213.82% | | 应收账款(元) | 1.44亿 | 1.73亿 | 20.34% | | 有息负债(元) | 8.33亿 | 12.11亿 | 45.38% | | 毛利率 | 24.50% | 25.02% | 2.11% | | 净利率 | -3.16% | -2.02% | 36.10% | | 三费占营收比 | 20.32% | 19.26% | -5.21% | | 每股净资产 (元) | 5.49 | 5.29 | -3.59% | | 每股收益(元) | -0.04 | -0.04 | 0.00% | | 每股经营性现金流(元) | 0.56 | 0.5 | - ...
补北京芯片链条短板!IC PARK新增三个共性技术服务平台
Bei Jing Ri Bao Ke Hu Duan· 2025-08-17 12:15
Core Insights - The launch of three service platforms at the IC PARK aims to address common technology challenges in the chip industry, enhancing Beijing's integrated circuit testing capabilities [1][3][5] Group 1: Service Platforms - The newly established High-Speed Signal Testing Laboratory will provide systematic testing services for high-speed signals, RF consistency, satellite communication, and transient thermal testing [1][3] - The Advanced Packaging Technology Service Joint Center will support enterprises in advanced packaging, contributing to a more resilient and competitive integrated circuit industry chain in Beijing [1][5] - The Power Cycling and Transient Thermal Testing Laboratory offers services such as thermal testing, thermal simulation, thermal analysis, and reliability testing, utilizing domestically developed equipment that matches international standards [5] Group 2: Industry Impact - The High-Speed Signal Testing Laboratory significantly improves the R&D efficiency of chip design companies in Beijing, reducing the time and costs associated with sending chips for testing to southern regions [3][5] - The establishment of these testing facilities is expected to lower R&D costs for domestic enterprises by saving time in the development process [3][5] - The C20 Semiconductor Seed Enterprise Growth Camp aims to provide tailored support for participating companies, fostering collaboration and growth among 80 "seed" enterprises [5]
利扬芯片: 国泰海通证券股份有限公司关于广东利扬芯片测试股份有限公司股东向特定机构投资者询价转让股份的核查报告
Zheng Quan Zhi Xing· 2025-06-23 14:40
Summary of the Inquiry Transfer Report Core Viewpoint The report outlines the process and results of the inquiry transfer of shares from specific shareholders of Guangdong Liyang Chip Testing Co., Ltd. to institutional investors, ensuring compliance with relevant regulations and fairness in the transfer process. Group 1: Overview of the Inquiry Transfer - The inquiry transfer involves shareholders Huang Xing, Hainan Yangzhi Enterprise Management Partnership, Hainan Yanghong Enterprise Management Partnership, Huang Zhu, and Xie Chunlan reducing their holdings in Guangdong Liyang Chip Testing Co., Ltd. [1] - As of June 20, 2025, the total number of shares held by the selling shareholders and their proportion of the total share capital is detailed [1]. - The maximum number of shares proposed for inquiry transfer is 6,582,643 shares, representing 3.25% of the total share capital [2]. Group 2: Transfer Method and Pricing - The transfer method follows the guidelines set forth in the "Inquiry Transfer and Allocation Guidelines" for companies listed on the Science and Technology Innovation Board [2]. - The minimum price for the inquiry transfer is determined based on the average trading price of the company's shares over the 20 trading days prior to June 17, 2025 [2][3]. - The pricing determination process prioritizes subscription price, subscription quantity, and the time of receipt of the subscription forms [3]. Group 3: Transfer Process and Results - A total of 134 institutional investors received the subscription invitation, including various types of investment firms [5]. - The final transfer price was set at 15.59 yuan per share, with a total transaction amount of 102,623,404.37 yuan [8]. - Eleven institutional investors were confirmed as the final recipients of the shares, with the total number of shares allocated being 6,582,643 [8]. Group 4: Compliance and Verification - The inquiry transfer process was verified to be legal and compliant with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [9][14]. - Both the selling and buying parties were confirmed to meet the necessary qualifications for participation in the inquiry transfer [12][14]. - The report concludes that the entire inquiry transfer process adhered to principles of fairness and compliance with market regulations [14].
利扬芯片:2024业绩短期承压,积极布局特种车用芯片领域,助力未来发展-20250515
Tianfeng Securities· 2025-05-15 02:05
Investment Rating - The investment rating for the company is upgraded to "Accumulate" [7][5]. Core Views - The company's 2024 performance is under pressure, with a reported revenue of 488.13 million yuan, a decrease of 2.97% year-on-year, and a net profit attributable to shareholders of -61.62 million yuan, indicating a shift from profit to loss [1][2]. - The company is actively acquiring and expanding in the special vehicle chip sector, aiming to enhance its long-term growth in the automotive segment [2][4]. - The decline in revenue is attributed to mixed demand in end markets, with some consumer categories seeing growth while others, particularly high-performance and industrial control chips, faced significant declines [2][3]. Financial Summary - Revenue is projected to recover, with estimates of 598.15 million yuan in 2025, reflecting a growth rate of 22.54% [6][12]. - The company expects to achieve a net profit of 100.29 million yuan in 2025, a significant turnaround from the losses in 2024 [6][12]. - The EBITDA is forecasted to increase to 270.36 million yuan in 2025, indicating improved operational efficiency [6][12]. Strategic Developments - The company plans to expand its three-temperature testing capacity to meet the growing demand for high-reliability chips, including those for automotive applications [3][4]. - The acquisition of Guoxin Microelectronics is aimed at strengthening the company's focus on testing services for special chips, enhancing its competitive edge in the integrated circuit testing sector [4][5]. - The company is committed to high-quality development through both organic growth and strategic acquisitions, particularly in the automotive electronics and autonomous driving sectors [3][4].
利扬芯片(688135):2024业绩短期承压,积极布局特种车用芯片领域,助力未来发展
Tianfeng Securities· 2025-05-15 01:13
Investment Rating - The investment rating for the company is upgraded to "Accumulate" [8] Core Views - The company's 2024 performance is under pressure, with a reported revenue of 488.13 million yuan, a decrease of 2.97% year-on-year, and a net profit attributable to the parent company of -61.62 million yuan, indicating a shift from profit to loss [1][2] - The company is actively acquiring and expanding in the special vehicle chip sector, aiming to enhance its long-term growth in the automotive segment [2][4] - The company is focusing on expanding its three-temperature testing capacity and increasing R&D in automotive chip testing technologies, particularly for autonomous driving applications [3] Financial Performance Summary - In 2024, the company reported a revenue of 488.13 million yuan, down from 503.08 million yuan in 2023, with a projected revenue increase to 598.15 million yuan in 2025, representing a growth rate of 22.54% [7][12] - The net profit attributable to the parent company is expected to recover from -61.62 million yuan in 2024 to 100.29 million yuan in 2025, with further growth anticipated in subsequent years [5][12] - The company issued convertible bonds in 2024, raising 520 million yuan, with a significant portion already converted into equity [5] Strategic Developments - The company plans to acquire 100% of the shares of Guoxin Micro, a third-party integrated circuit testing technology provider, to strengthen its focus on testing services and fill gaps in its capabilities [4] - The company is committed to enhancing its core business through both organic growth and strategic acquisitions, while also improving customer technology through collaboration [3]