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汇顶科技(603160):25H1利润同比高速增长,多品类产品持续放量
Great Wall Securities· 2025-09-19 11:27
Investment Rating - The report maintains a rating of "Accumulate" for the company [4] Core Views - The company has experienced rapid profit growth in the first half of 2025, driven by the expansion of innovative products such as ultrasonic fingerprint sensors and light sensors, which have seen increased commercial scale since their introduction in Q4 2024 [2][3] - The overall gross margin for the first half of 2025 was 43.28%, an increase of 1.23 percentage points year-on-year, while the net profit margin rose by 5.07 percentage points to 19.13% [2] - The company is focused on continuous innovation and has launched several new products, including a new light sensor with glass-plastic hybrid packaging and enhanced NFC solutions, which are expected to drive further growth [3][10] Financial Summary - For 2023A, the company reported revenue of 4,408 million yuan, with a projected revenue of 4,375 million yuan for 2024A, and an expected increase to 5,288 million yuan in 2025E, reflecting a growth rate of 20.9% [1] - The net profit attributable to the parent company is projected to grow significantly from 165 million yuan in 2023A to 604 million yuan in 2024A, and further to 821 million yuan in 2025E, indicating a year-on-year growth rate of 36.1% [1] - The company's earnings per share (EPS) is expected to rise from 0.36 yuan in 2023A to 1.31 yuan in 2024A, and reach 1.78 yuan in 2025E [1] Product Development and Market Position - The company has established long-term partnerships with major global brands across various sectors, including smartphones and automotive electronics, enhancing its market presence [10] - The global smartphone market is showing signs of recovery, with an increase in shipments, which is expected to benefit the company's product lines, particularly in ultrasonic fingerprint sensors [9][10] - The company is actively developing next-generation products to support a wider range of customer models, aiming to capture a larger market share [9][10]
上任不到半年,汇顶科技总裁柳玉平被爆内幕交易
Jing Ji Guan Cha Wang· 2025-08-26 04:27
值得注意的是,柳玉平任汇顶科技总裁不到半年时间。柳玉平于今年3月刚刚出任汇顶科技总裁。3月19 日,汇顶科技召开第五届董事会第六次会议,审议通过聘任柳玉平为公司总裁的议案。根据公告,柳玉 平全面负责公司运营管理,并直接向董事长兼首席执行官张帆汇报。 汇顶科技表示,本次立案系针对柳玉平个人,与公司日常经营管理和业务活动无关,不会对公司及子公 司生产经营活动产生影响。立案调查期间,柳玉平将积极配合中国证监会的立案调查工作。 柳玉平是汇顶科技元老级人物,其于2005年3月加入汇顶科技,历任研发工程师、项目经理、质量部经 理、工程部总监等职务;2015年1月至2022年5月期间,先后担任副总裁、供应链负责人、产品线负责人 等职务。离开汇顶科技后,时隔近三年,2025年3月柳玉平回归并出任总裁。 半年报显示,截至6月30日,柳玉平持有汇顶科技股票13.52万股,报告期内增持11.55万股。 8月25日晚,汇顶科技(603160)(603160.SH)发布公告称,公司总裁柳玉平收到中国证监会下发的《立 案告知书》,因涉嫌内幕交易,中国证监会决定对柳玉平进行立案。 今年上半年,汇顶科技实现营业收入22.51亿元,同比下降0 ...
​维信诺、汇顶科技发布2024年财报
WitsView睿智显示· 2025-03-21 05:42
Core Viewpoint - The article discusses the financial performance and strategic developments of two companies, Visionox and Goodix Technology, for the year 2024, highlighting their revenue growth, product innovations, and market expansions. Visionox - In 2024, Visionox achieved a revenue of 7.929 billion yuan, representing a year-on-year growth of 33.80% [2][3] - The net profit attributable to shareholders was -2.505 billion yuan, an improvement of 1.221 billion yuan compared to the previous year [2][3] - Revenue from OLED products reached 7.494 billion yuan, a significant increase of 46.01% year-on-year [4] - The company focused on enhancing customer experience and expanding its diversified brand customer base, with a notable increase in shipment volumes [4] - Visionox's collaborations span various sectors, including smartphones, wearables, tablets, laptops, and automotive displays, with significant advancements in the automotive display field [5] - The company is investing in high-generation AMOLED production lines and has launched the world's first intelligent pixelization technology production line [5][6] - New technologies introduced include a novel luminescent material system and advanced dimming solutions, enhancing product offerings in the AMOLED market [5][6] Goodix Technology - Goodix Technology reported a revenue of 4.375 billion yuan in 2024, a slight decrease of 0.75% year-on-year, while net profit attributable to shareholders surged by 265.8% to 603 million yuan [8][9] - The company experienced a 5.5% increase in shipment volume, reaching 1.25 billion units, driven by rising market demand and new product launches [8][10] - Despite a decline in average selling prices due to market conditions, the gross margin improved from 40.5% to 41.8% due to lower chip procurement costs [10] - Goodix has successfully commercialized several products, including ultrasonic fingerprint sensors and new generation under-display light sensors, with significant adoption by major smartphone brands [11][12] - The company is optimizing resource allocation and enhancing core competitiveness through strategic adjustments, including the sale of its subsidiary DCT GmbH [13]