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本报讯(记者丁蓉)4月16日,深圳至正高分子材料股份有限公司(以下简称“至正股份”)披露2024年年报。年报显示,公司2024年营业收入为3.65亿元,同比增长52.27%;归属于上市公司股东的净利润为负,亏损3053.38万元。

自2019年以来,至正股份归属于上市公司股东的净利润已经连续6年为负。2019年至2024年,分别亏损5705.42万元、4807.96万元、5342.93万元、1682.06万元、4442.35万元、3053.38万元。

至正股份主营业务为线缆用高分子材料业务及半导体专用设备业务。线缆用高分子材料业务方面,2024年,公司子公司上海至正新材料有限公司继续专注于中高端线缆用绿色环保型特种聚烯烃高分子材料的研发、生产和销售。公司产品广泛应用于电线电缆及光缆的生产过程中。根据年报,公司的线缆用高分子材料业务各产品类型营业成本增长幅度大于营业收入,毛利率出现不同程度的下降。

半导体专用设备业务方面,公司子公司苏州桔云科技有限公司主要从事半导体后道先进封装专用设备的研发、生产和销售,主要产品包括清洗设备、烘箱设备、腐蚀设备、涂胶显影设备、去胶设备、分片设备等。根据年报,公司半导体配件及服务营业收入增长73.74%,营业成本降低53.73%,毛利率上涨30.76个百分点,主要原因为相较去年同期技术服务收入大幅增长,技术服务占比高,配件收入占比降低,由于半导体技术服务主要成本为人工(工程师薪资)及差旅费用,从而成本降低,毛利率上涨。

对于2025年的经营目标,年报提出,积极推进公司重大资产置换、发行股份及支付现金购买资产并募集配套资金暨关联交易事项,努力完成对全球知名半导体封装材料企业AdvancedAssemblyMaterialsInternationalLimited的收购,同时剥离线缆用高分子材料业务,全面聚焦半导体设备和材料业务。

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