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上证报中国证券网讯4月25日,意华股份发布2024年度业绩报告。2024年,公司实现营业收入60.97亿元,同比增长20.51%;归属于上市公司股东的净利润1.24亿元,同比增长1.63%;经营活动现金流量净额5.69亿元,同比由负转正,显示出公司经营质量的显著提升和良好的资金管理能力。公司拟向全体股东每10股派发现金红利1.00元(含税)。

公司主营业务包括连接器和太阳能支架两大板块,2024年,连接器业务实现营业收入24.64亿元,同比增长38.10%,占总营收的40.42%;太阳能支架业务实现营业收入34.53亿元,同比增长10.07%,占总营收的56.63%。两大业务板块的协同发展,不仅增强了公司的市场竞争力,也为公司带来了稳定的收入来源。

在连接器领域,公司拥有深厚的技术积累,是国内少数实现高速连接器及高速光电模组量产的企业之一。凭借先进的模具开发技术和自动化生产水平,能够快速响应客户需求,提供定制化解决方案。此外,公司与华为、中兴、富士康等全球知名企业建立了长期稳定的合作关系。

在市场拓展方面,意华股份积极开拓海外市场,国外市场营收占比达到52.13%,同比增长5.18%。公司通过与全球知名企业的长期合作,不断提升品牌知名度和市场影响力,为未来持续增长夯实基础。

2024年,意华股份研发投入达到1.98亿元,同比增长3.41%。公司在高速通讯连接器、光互连产品等领域的研发投入取得了显著成果,多个研发项目成功实现量产,进一步丰富了公司的产品线,提升了产品的市场竞争力。公司开发的NGSFP-DD400G高速IO端口连接器及组件、螺纹型RJ防水连接器系列产品等,均已实现小批量生产。

未来,公司将继续深耕连接器和太阳能支架两大核心业务,通过技术创新和产品升级,进一步提升产品附加值和市场竞争力,推动企业持续健康发展,为股东和社会创造更大的价值。(金璐璐)

专题:2025保险科技峰会:梁涛等出席

  4月25日金融一线消息,“2025保险科技峰会”今日在深圳正式举行,本次大会主题为“从互联网时代到AI时代,AI+保险的战略推进与应用创新”。麦肯锡全球董事合伙人吴晓薇在主题论坛中,从宏观视角剖析AI对保险行业的深远影响。

  吴晓薇指出,AI将对保险行业实现从工具、流程到生态、模式的全面颠覆。当前,AI在工具和流程再造方面应用已较为充分,但未来随着算力模型快速迭代,保险行业的核心要素如风险定价等将发生根本性变革,商业模式与组织形态也将随之重塑。

  针对不同规模保险公司的科技战略,吴晓薇提出差异化建议。她将保险公司分为三类:大型保险公司凭借强大的资产负债表和抗风险能力,应加大AI基建投入,在AI应用上稳步推进,同时与大厂合作进行前瞻性布局;传统中小保险公司因资产负债表灵活性不足,应以工具化、流程化的AI应用为核心,实现降本增效,在市场竞争中立足;创新类保险公司具备创新属性且受资本市场扶持,应在AI应用领域大胆进行模式创新,有望成为引领保险行业未来发展方向的先锋力量。

  吴晓薇表示,尽管不同类型保险公司对AI的承接能力存在差异,但行业内已展现出蓬勃的创新活力。无论是大公司的基建创新、中小公司的成本创新,还是新型创新公司的模式创新,都让她对AI驱动下保险行业的未来充满期待。

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