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陈浩 股票:感受生活的点滴与温情,发现平凡中的不平凡旅程!

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4月16日,江苏捷捷微电子股份有限公司(以下简称“捷捷微电”)披露2024年年报及2025年第一季度业绩预告。2024年公司实现营业收入28.45亿元,同比增长35.05%;归属于上市公司股东的净利润4.73亿元,同比增长115.87%。公司方面预计2025年一季度归属于上市公司股东的净利润约为1.06亿元至1.2亿元,同比增长15%至30%。

捷捷微电专业从事功率半导体芯片和器件的研发、设计、生产和销售,具备以先进的芯片技术和封装设计、制程及测试为核心竞争力的业务体系。经过十几年的技术累积,现已形成成熟的自主知识产权体系和研发机制,晶闸管系列产品的技术水平和性能指标已经达到了国际大型半导体公司同类产品的水平,公司产品已经具备替代进口同类产品的实力。

数据显示,2024年公司功率半导体芯片产品营收8.83亿元,功率半导体器件产品营收19.05亿元,功率器件封测产品营收1763.36万元。三大产品占2024年公司营业收入的比重分别为31.05%、66.97%、0.62%。国内市场营收占公司营业收入的比重达92.64%。

4月16日,捷捷微电发布《关于“质量回报双提升”行动方案的进展公告》称,未来三年,公司致力于在MOSFET(金属-氧化物半导体场效应晶体管)、IGBT(绝缘栅双极型晶体管)等细分领域内成为我国行业内的领先企业,建立高端客户群,实现民族品牌国际化,在我国功率半导体分立器件市场上进一步替代进口同类产品,并以此为突破,打开国际市场的销售空间,优化公司盈利结构,提升公司盈利能力。

“公司积极实施创新驱动发展战略,着力增强科技创新能力。2022年至2024年,公司累计研发投入7.42亿元。在大力开展技术创新的同时,公司还非常注重自主知识产权的创造与保护工作。”捷捷微电相关负责人对《证券日报》记者表示。

年报显示,报告期内,公司获得授权专利276件。其中,发明专利91项,实用新型专利184项,外观专利1项。已受理发明专利86项,受理实用新型专利38项。

深度科技研究院院长张孝荣在接受《证券日报》记者采访时表示:“捷捷微电2024年业绩实现营收和净利齐升,主要受益于国产替代及新能源产业红利。公司通过研发投入和产能优化巩固行业地位。中长期来看,随着车规级产品放量和第三代半导体布局深化,公司有望保持增长动能。”

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