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特别好看反复看熬夜看的有肉_重温经典与第二部的对比
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特别好看反复看熬夜看的有肉_重温经典与第二部的对比

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  本报记者 张文湘

  见习记者 占健宇

  4月15日晚间,上海韦尔半导体股份有限公司(以下简称“韦尔股份”)发布2024年年报。报告期内,公司实现营业收入257.31亿元,同比增长22.41%;归属于上市公司股东的净利润33.23亿元,同比增长498.11%。公司拟每10股派发现金红利2.2元(含税),预计分配现金红利总额为2.64亿元。

  对于业绩增长的原因,年报显示,报告期内,全球半导体行业迎来复苏,AI(人工智能)推动消费电子需求回暖、汽车智能化加速,行业整体进入上行周期。公司抓住市场机遇,在高端智能手机市场产品持续导入、汽车智能化渗透加速等因素的驱动下,经营业绩实现明显增长,营业收入规模创历史新高。与此同时,公司通过产品结构性优化与供应链梳理增效,实现毛利率的改善和净利润的提升。

  去年全年,韦尔股份主营业务收入为256.70亿元,较2023年增加22.43%。其中半导体设计业务产品销售收入实现216.40亿元,占主营业务收入的比例为84.30%,较上年增加20.62%;公司半导体代理销售业务实现收入39.39亿元,占公司主营业务收入的15.34%,较上年增加32.62%。

  在半导体设计业务中,作为营收主力军的图像传感器解决方案业务表现十分亮眼。报告期内,实现营业收入191.90亿元,占主营业务收入的比例为74.76%,较上年增加23.52%。

  “图像传感器解决方案业务的增长,主要是公司应用于智能手机及汽车市场的图像传感器营业收入规模实现了较大幅度增长。”韦尔股份在年报中表示。

  从具体数据来看,报告期内,公司图像传感器业务来源于智能手机市场的收入约98.02亿元,较上年同期增加26.01%;来源于汽车市场的收入约59.05亿元,较上年同期增加29.85%。

  智能手机市场方面,年报显示,公司推进产品结构优化及供应链结构优化,持续强化高端智能手机CIS(CMOS图像传感器)市场竞争力。例如,韦尔股份推出1.2um 5000万像素的高端图像传感器OV50H,凭借优异的性能,被广泛应用于国内主流高端智能手机后置主摄方案中,伴随着产能顺利爬坡,公司在高端智能手机领域市场份额持续提升。

  汽车电子市场亦展现出强劲的增长动能。年报显示,公司凭借先进紧凑的汽车CIS解决方案已经覆盖了ADAS(高级驾驶辅助系统)、驾驶室内部监控、电子后视镜、仪表盘摄像头、后视和全景影像等广泛的汽车应用。同时,汽车CIS产品表现出的优秀性能也帮助公司导入更多的新设计方案。

  九方金融研究所联席所长胡祥辉在接受《证券日报》记者采访时表示:“随着韦尔股份产品力的突破,越来越多的主力机型开始采用OV50系列作为主摄的CIS。2024年手机市场的修复成为CIS业绩放量的一大助力。此外,随着我国智能汽车行业的快速迭代,车载传感器的数量越来越多,光学镜头的数量也在增加,这也会带来CIS的增量。”

  除传统优势领域外,2024年,公司在物联网、医疗市场方面的营收分别为7.60亿元、6.68亿元,同比增幅分别高达42.37%、59.35%,亦呈现加速增长趋势。

  在研发投入方面,报告期内,韦尔股份半导体设计销售业务研发投入金额约为32.45亿元,占公司半导体设计销售业务收入的15.00%,较上年增长10.89%。

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