宏达电子(300726) - 宏达电子调研活动信息

Group 1: Financial Performance - In the first half of 2023, the company achieved operating revenue of 83 million yuan, a decrease of 24.77% compared to the same period last year [2] - The total profit for the same period was 34,724.04 million yuan, down 40.63% year-on-year [2] - The decline in revenue and profit is attributed to the recovery of the domestic economy, incomplete recovery of industry demand, and increased cost control requirements from clients [2] Group 2: Research and Development - The company conducted 24 research projects in the first half of 2023, including 20 government and cooperative projects and 4 self-funded projects [2] - Key projects that passed third-party verification include high-capacity NOR FLASH, low-voltage parallel high-capacity NOR FLASH, and 600V radiation-resistant MOSFETs [2] - As of June 30, 2023, the company has accumulated a total of 347 patents, including 45 invention patents, 290 utility model patents, and 12 design patents [2] Group 3: Operational Challenges and Strategies - The construction of the R&D center in Chengdu reached a usable state by June 2023, while the production base for microwave electronic components in Zhuzhou is slightly behind schedule due to external environmental factors [3] - Despite uncertainties in the external environment, the management team continues to implement operational strategies and develop new downstream customer demands to enhance market competitiveness [3] Group 4: Market and Product Insights - In the first half of 2023, component revenue was 686 million yuan, accounting for 82.75% of total revenue, with tantalum capacitor revenue at 417 million yuan, making up 50.30% [3] - The company is experiencing a decline in order volume compared to the peaks of 2022 and 2021, although there was a slight increase in July 2023 [3] - The delivery cycle for high-reliability electronic components varies based on customer needs, with products in stock being delivered within approximately three days [3]