【WitsView整理】 4月23日， 视源股份、天禄科技、联得装备 发布2024年营收。 其中，天禄科技 与联得装备实现营收与净利润的双增长。 视源股份 2024年，视源股份实现营收约224.01亿元，同比增长11.05%；归属于上市公司股东的净利润约9.71 亿元，同比减少29.13%。 | | 2024 年 | 2023 年 | 本年比上年增减 | 2022年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 22.401.181.999.32 | 20.172.636.290.28 | 11.05% | 20,990,265,073.39 | | 归属于上市公司股东 | 970.956.088.36 | 1.370.001.016.36 | -29.13% | 2.072.418.661.24 | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | 836.646,676.09 | 1,161,053,572.39 | -27.94% | 1,809,216,233.23 | | 的净利润(元) | | | | | | 经营 ...

Core Viewpoint - The article highlights the financial performance of three companies: Visionox, Tianlu Technology, and Lianhe Equipment, for the year 2024, noting that Tianlu Technology and Lianhe Equipment achieved both revenue and net profit growth, while Visionox experienced a decline in net profit despite revenue growth. Visionox - In 2024, Visionox achieved revenue of approximately 22.401 billion yuan, a year-on-year increase of 11.05%, but the net profit attributable to shareholders decreased by 29.13% to about 971 million yuan [2] - The company expanded its overseas supply chain in the smart control components sector, increasing market share among major clients, with revenue from liquid crystal display main control boards reaching 6.629 billion yuan, up 11.82% [2] - Revenue from home appliance controllers surged by 65.64% to 1.722 billion yuan [2] - Visionox's overseas business generated revenue of 4.348 billion yuan, marking a 16.83% increase [2] Tianlu Technology - In 2024, Tianlu Technology reported revenue of approximately 654 million yuan, a year-on-year increase of 9.67%, and net profit attributable to shareholders rose by 206.84% to 27.116 million yuan [4] - The company experienced revenue growth in its main product lines, including desktop monitors, laptops, and LCD TVs, with increases of approximately 4 million yuan, 12 million yuan, and 48 million yuan respectively [6] - The gross margin improved to 19.21%, up 1.71 percentage points from 2023, driven by a recovery in panel industry demand [6] Lianhe Equipment - In 2024, Lianhe Equipment achieved revenue of 1.396 billion yuan, a year-on-year increase of 15.63%, and net profit attributable to shareholders increased by 37.06% to approximately 243 million yuan [7] - The company expanded its production scale and improved product technology content, successfully penetrating the G8.6 generation film application equipment market, breaking foreign monopolies [9] - Lianhe Equipment's net profit excluding non-recurring gains rose by 40.92% to approximately 229 million yuan [8]

联得装备主要从事新型半导体显示智能装备、汽车智能座舱系统装备、半导体封测设备及新能源设备的 研发、生产和销售。公司通过技术创新和产品优化，特别是在半导体显示自动化模组设备领域取得了显 著进展，成功进入汽车电子等新应用领域，进一步巩固了市场地位。 技术创新驱动业绩增长 2025年4月22日，联得装备（300545）发布了2024年年报。报告显示，公司实现营业总收入13.96亿元， 同比增长15.63%；归属净利润2.43亿元，同比增长37.06%；扣非净利润2.29亿元，同比增长40.92%。尽 管公司在营收和利润方面表现亮眼，但经营活动产生的现金流量净额同比下降41.84%，仅为7128.89万 元，显示出公司在现金流管理上存在一定压力。 此外，公司在大尺寸面板模组组装领域持续创新，研发的G8.6代用贴膜设备实现了首次向中前段设备生 产市场渗透，进一步提升了公司的产品竞争力和市场占有率。报告期内，公司的研发投入总额为1.21亿 元，占营业收入的8.65%，显示出公司对技术创新的高度重视。 现金流管理面临挑战 联得装备在新能源设备领域也取得了显著进展。公司持续增加在锂电池包蓝膜、注液机、切叠一体机、 电芯装配及 ...