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扬杰科技:已有多项产品技术可用于人形机器人电机驱动及感知系统中
Di Yi Cai Jing· 2025-10-20 13:05
扬杰科技在互动平台表示,目前,公司已有包括IGBT、MOSFET、ESD、TVS在内的多项产品技术, 可用于人形机器人的小型关节电机、步进电机等电机驱动及感知系统中。该领域目前尚处于发展初期, 相关收入占比相对较小,但为公司布局新兴市场奠定了良好基础。公司看好智能机器人产业的长期成长 潜力,将持续推进相关产品研发与市场拓展。 (文章来源:第一财经) ...
扬杰科技前三季度净利增长45.51%,调整方案收购贝特电子
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-20 07:11
21世纪经济报道记者 孙燕 在上半年营收、净利双增的基础上,功率半导体龙头企业扬杰科技(300373.SZ)三季度继续增长。 10月19日,扬杰科技发布了2025年三季度报告。2025年前3季度,该公司实现营业收入53.48亿元,同比 增长20.89%;实现归属于上市公司股东的净利润9.74亿元,同比增长45.51%。 其中,第三季度比前两季度增长更快:第三季度单季营业收入为18.93亿元,同比增长21.47%;归母净 利润为3.72亿元,同比大增52.40%。 对于三季度业绩增长的原因,扬杰科技表示,半导体行业景气度持续攀升,汽车电子、人工智能、消费 类电子等领域呈现强劲增长态势,带动该公司主营业务实现显著增长。 在三季报中,扬杰科技指出,该公司毛利率呈现逐季提升的良好态势,为利润增长奠定了基础。 今年前三季度,扬杰科技毛利率达35.04%。从单季度指标来看,其第二季度、第三季度的毛利率分别 为33.1%、37.32%,环比提升。 尽管今年年初,扬杰科技的价格调整对其毛利率及利润空间产生了短期承压影响,但作为IDM企业,该 公司通过集采与工艺流持续改良,有效对冲了成本波动。 其毛利率增长,一方面来自产品结构 ...
中控技术(688777):公司信息更新报告:业绩短期承压,工业AI+机器人战略性突破
KAIYUAN SECURITIES· 2025-09-01 07:03
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is experiencing short-term pressure on performance, but it is making strategic breakthroughs in industrial AI and robotics, which are expected to open long-term growth opportunities [1][4] - The company is a leader in process industrial intelligent manufacturing and is expected to benefit from equipment upgrade policies and overseas expansion opportunities [4][6] Financial Performance Summary - In the first half of 2025, the company achieved operating revenue of 3.83 billion yuan, a year-on-year decrease of 9.92%, and a net profit attributable to the parent company of 354 million yuan, down 31.46% year-on-year [5] - The company’s exchange loss was 13.40 million yuan, compared to a gain of 3.01 million yuan in the first half of 2024 [5] - After excluding the impact of exchange losses, the adjusted net profit was 294 million yuan, a decline of 25.82% year-on-year [5] Revenue and Profit Forecast - The revised profit forecast for 2025-2027 is 1.12 billion, 1.29 billion, and 1.55 billion yuan respectively, with EPS projected at 1.41, 1.63, and 1.96 yuan per share [4][8] - The current stock price corresponds to P/E ratios of 36.8, 31.9, and 26.5 for the years 2025, 2026, and 2027 respectively [4][8] Market Opportunities - The demand for process industrial equipment is continuously increasing, with significant growth in the energy, building materials, and paper industries, showing year-on-year increases of 9.32%, 82.58%, and 77.56% respectively [6] - The company is expanding its international strategy, achieving significant breakthroughs in regions such as Southeast Asia, the Middle East, and Central Asia, with notable progress in certification for core products in Saudi Arabia [6] Industrial AI and Robotics Development - The TPT software has entered a phase of large-scale application, generating revenue of 117 million yuan in the first half of 2025, with over 110 successful projects implemented in various industries [7] - The robotics business is also growing rapidly, with revenue of 110 million yuan in the first half of 2025 and new orders totaling 200 million yuan, surpassing the entire performance of 2024 [7]
捷捷微电:2024年报业绩点评产销两旺,高端制造打造新增长点-20250509
Dongxing Securities· 2025-05-09 04:25
Investment Rating - The report maintains a "Recommended" rating for the company [2][6]. Core Insights - The company achieved a significant revenue increase of 35.05% year-on-year, reaching 2.845 billion yuan, while the net profit attributable to shareholders surged by 115.87% to 473 million yuan in 2024 [3][4]. - The strong performance is attributed to robust sales in two core product lines, with power semiconductor chip production and sales increasing by 43.93% and 63.10% respectively, leading to a revenue growth of 44.59% and a gross margin of 23.47% [4]. - The company is expanding its product structure with a new 6-inch wafer production line, which has reached a capacity of 50,000 pieces per month, enhancing its offerings in the power semiconductor sector [5]. - A subsidiary focused on high-end isolation chips has been established, aiming to tap into new growth areas in high-end manufacturing and domestic substitution, with expected sales of around 5 million yuan in 2025 [6]. Financial Performance Summary - The company reported a total revenue of 2,845 million yuan for 2024, with a year-on-year growth rate of 35.05% [12]. - The net profit attributable to shareholders for 2024 was 473 million yuan, reflecting a growth rate of 115.87% [12]. - The projected earnings per share (EPS) for 2025, 2026, and 2027 are expected to be 0.78 yuan, 1.02 yuan, and 1.35 yuan respectively [6][12].
全球视野+本土创新,瑞能半导体领跑功率半导体赛道
半导体芯闻· 2025-04-25 10:19
近年来,在全球能源转型与智能化浪潮快速发展的当下,功率半导体行业正经历着前所未有的 变革与机遇。 随着"双碳"目标的持续推进、可再生能源的大规模应用、新能源汽车的爆发式增长以及工业自动 化 和 大 数 据 中 心 的 快 速 发 展 , 对 高 效 、 低 功 耗 、 可 靠 的 功 率 半 导 体 需 求 愈 发 迫 切 。 碳 化 硅 (SiC)、IGBT、MOSFET等关键产品与技术领域成为推动各行业转型升级的核心动力,迎来广 阔的发展空间。 瑞能半导体全球营销高级总监Daniel Lee向笔者强调,瑞能半导体致力于持续深耕高性能半导体 解决方案,以创新驱动产业升级,为市场和客户积极赋能,助力制造业智能化升级与碳中和目标 实现。 瑞能半导体携创新成果亮相2025慕展 据瑞能半导体大中华区销售总监于中豪介绍,瑞能始终专注于研发行业领先、广泛且深入的功率 半导体产品组合,公司主要产品包括SiC器件,可控硅整流器和晶闸管,快恢复二极管,TVS、 ESD,以及IGBT和模块等功率产品,广泛应用于消费电子、工业制造、新能源及汽车等领域, 在诸多产品类型和市场中均保持领先身位。 在此背景下,作为全球功率半导体领域的 ...