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源杰科技程硕:光通信产业链各环节,中国公司占比已超“半壁江山”
Zhong Guo Jing Ying Bao· 2025-08-08 04:41
中经记者罗辑北京报道 "你一家刚刚成立的陕西企业,我为什么要用你?2013年,源杰科技成立之初,不仅资本对于光芯片领 域等'硬科技'还相对冷淡,客户信任的建立也是企业发展的一大挑战。"日前,在《沪市汇·硬科硬客》 第二季第5期"光芯片中国算力新'燃点'"录制现场,源杰科技(688498.SH)副总经理程硕回忆企业初创 时期的艰难。 "源杰科技从成立起一直专注光芯片领域,采取的是IDM模式(集芯片设计、晶圆制造、芯片加工、封 装测试等环节于一体的垂直整合型生产模式)。IDM模式涉及上百道工艺积累和打磨,需要长期坚守, 要用'坐冷板凳'的定力来突围。"程硕表示。 在坚守深耕之下,近年来,随着政策和资本对"硬科技"愈加重视,以及市场规模提升,通过自身技术积 淀协同效应释放,源杰科技抢占海外产能缺口和行业周期迭代等机遇,逐步发展为国内领先的光芯片供 应商,不仅实现了科创板上市,发展也步入快车道。 至今,源杰科技主要产品已覆盖2.5G、10G、25G、50G、100G光芯片产品以及CW光源、车载激光雷达 光源等,不仅在电信市场实现了光芯片的高度国产化,更在AI驱动的数据中心浪潮中实现了关键突 破。 中国市场优势+海外产 ...
源杰科技去年转亏 2022上市募15亿国泰海通保荐
Zhong Guo Jing Ji Wang· 2025-06-02 08:02
Core Points - The company reported a significant increase in revenue for 2024, achieving 252.17 million yuan, a year-on-year growth of 74.63% [1][2] - Despite the revenue growth, the company experienced a net loss attributable to shareholders of 6.13 million yuan, compared to a profit of 19.48 million yuan in the previous year [1][2] - The company plans to distribute a cash dividend of 1 yuan per 10 shares to all shareholders [1] Financial Performance 2024 - Revenue for 2024 was 252,172,673.21 yuan, up from 144,403,649.04 yuan in 2023, marking a 74.63% increase [2] - The net profit attributable to shareholders was -6,133,875.94 yuan, a decrease of 131.49% from the previous year's profit of 19,479,815.27 yuan [2] - The net cash flow from operating activities was 18,960,995.49 yuan, a significant improvement from -17,399,733.48 yuan in the previous year [2] Financial Performance Q1 2025 - In the first quarter of 2025, the company achieved revenue of 84.40 million yuan, a year-on-year increase of 40.52% [3] - The net profit attributable to shareholders for Q1 2025 was 14.32 million yuan, reflecting a growth of 35.93% compared to the same period last year [3] - The net cash flow from operating activities for Q1 2025 was -5,461,966.72 yuan, a decline from 22,407,486.05 yuan in the previous year [3] Fundraising and Share Distribution - The company raised a total of 150.99 million yuan from its IPO, with a net amount of 137.87 million yuan, exceeding the original plan by 39.87 million yuan [4] - The funds raised are intended for projects including the construction of 10G and 25G optical chip production lines, a 50G optical chip industrialization project, and a research and development center [4] - The company announced a cash dividend of 0.65 yuan per share and a capital increase of 0.4 shares per existing share, resulting in a total share capital of 84,838,600 shares after distribution [4]