TFME(002156) 新浪财经·2025-04-16 08:32Core Viewpoint - The company reported a significant increase in revenue and net profit for 2024, driven by favorable industry trends and strong partnerships, particularly with AMD [1][2]. Group 1: Financial Performance - In 2024, the company achieved operating revenue of 23.882 billion yuan, a year-on-year increase of 7.24% [1] - The net profit attributable to shareholders reached 678 million yuan, up 299.9% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 621 million yuan, reflecting a remarkable increase of 944.13% year-on-year [1] Group 2: Industry Trends and Market Position - The semiconductor industry is in an upward cycle, with market demand recovering, contributing to the company's growth [1] - The company has optimized its product structure and improved capacity utilization, leading to significant revenue growth in mid-to-high-end products [1] - The collaboration with AMD has been pivotal, with AMD's 2024 revenue reaching a record 25.8 billion USD, accounting for 50.35% of the company's revenue [2] Group 3: Product and Market Development - The company has seen substantial growth across various sectors, including a 46% increase in mid-to-high-end mobile SOCs and a 70% increase in the RF sector [3] - In the automotive sector, the company has become a key player in localized packaging, with over 200% year-on-year growth in automotive products [3] - The company is actively pursuing opportunities in advanced packaging, achieving a 52% increase in FC product sales since Q2 [2] Group 4: Research and Development - The company invested 1.533 billion yuan in R&D in 2024, a year-on-year increase of 31.96% [4] - The company has made significant advancements in advanced packaging technology and has applied for 1,656 patents, with nearly 70% being invention patents [4] - The employee stock ownership plan has been successfully implemented, enhancing employee motivation and aligning interests for long-term development [4]