紫光国微(002049) - 2024年10月30日投资者关系活动记录表

Financial Performance - In Q3 2024, the company reported a revenue of 2.72 billion CNY, a decrease of 27.25% compared to the same period last year [1] - The net profit attributable to shareholders was 0.13 billion CNY, down 50.27% year-on-year [1] - For the first nine months of 2024, the cumulative revenue was 4.56 billion CNY, reflecting a decrease of 24.56% compared to the previous year [1] Business Challenges - The decline in revenue and net profit is primarily attributed to insufficient downstream demand in the special integrated circuit business, leading to a decrease in both sales volume and unit price [1] - The overall trend in special business orders remains stable, with no significant improvement observed [2] Product Development and Innovation - The company has made breakthroughs in product R&D, particularly in special memory and automotive electronics, with over ten series of special memory completed [1] - New products, including AI smart chips and digital signal processors, have been developed and selected by users [2] - The second-generation automotive domain control chip series THA6 has been launched, which is the first domestic product to receive ASIL D certification [2] Market Outlook - Despite the current performance pressure, the company aims to achieve breakthroughs in orders in Q4 2024 to lay a foundation for future production and performance [2] - The automotive electronics business is expected to grow due to rapid development in the domestic automotive industry, with a focus on high quality, cost-effectiveness, and a diverse product range [4] Financial Management - The company has a strong financial position with low debt levels, allowing for significant financing capacity [5] - Inventory management has improved, with a noted decrease in inventory levels [5] Strategic Initiatives - The company is committed to expanding its product categories and exploring new business areas, emphasizing the importance of platform development [3] - The establishment of a self-built packaging production line is expected to enhance cost control and product quality [3]