南芯科技(688484) - 2024年3月投资者关系活动记录表

Financial Performance - In 2023, the company achieved a revenue of 1.78 billion CNY, representing a year-on-year growth of 36.87% [3] - The net profit for 2023 was 261 million CNY, with a net profit of 333 million CNY after excluding equity payment expenses [3] - The overall gross margin for 2023 was 42.30%, remaining stable compared to the previous two years [3] - Research and development (R&D) investment reached 293 million CNY in 2023, an increase of 57.02% year-on-year, accounting for 16.43% of revenue [3] - By the end of 2023, the total number of employees was 578, with 378 in R&D, making up 65.4% of the workforce, and an increase of 32.17% in R&D personnel compared to the previous year [3] - The company held a total of 89 invention patents by the end of 2023 [3] Market Outlook - The company expects to maintain a cautious optimism regarding industry conditions in the first half of 2024 [4] - Inventory levels are considered healthy, with an increase in inventory at the end of 2023 primarily due to proactive stocking for new orders [4] - R&D expenses for 2024 are projected to remain at levels similar to the previous two years [4] - The customer structure at the end of 2023 remained stable without significant changes [4] Product Development - The company is enhancing its product offerings in mobile devices, achieving full product coverage in wired charging, wireless charging, display driver chips, and lithium battery protection chips [4] - In the automotive electronics sector, the company has made significant progress, launching several new automotive-grade products in 2023, with revenue growth nearing double in this segment [5] - The adapter power management chip sector saw revenue of 164 million CNY in 2023, an increase of 88.47% year-on-year, with expectations for continued rapid growth [5] Strategic Goals - The company aims to build a complete end-to-end charging ecosystem, focusing on mobile communications, automotive electronics, adapters, and consumer applications [6] - The long-term vision is to become a leading platform company in the domestic analog and embedded fields, capable of thriving through market cycles [6]