晶合集成去年营收同比增长近三成 产能利用率持续保持高位

Core Viewpoint - The company reported significant growth in revenue and net profit for the fiscal year 2024, driven by a recovery in the global semiconductor market and increased demand in various sectors, including consumer electronics and automotive electronics [1][2]. Financial Performance - The company achieved operating revenue of 9.249 billion yuan, a year-on-year increase of 27.69% [1] - The net profit attributable to shareholders was 533 million yuan, up 151.78% year-on-year [1] - The net profit excluding non-recurring items reached 394 million yuan, reflecting a substantial growth of 736.77% [1] Business Operations - The company maintains a high capacity utilization rate and has a robust order book [2] - Main business revenue was 9.12 billion yuan, with revenue contributions from various process nodes: 55nm (9.85%), 90nm (47.84%), 110nm (26.84%), and 150nm (15.46%) [2] - Revenue from application products showed significant contributions from DDIC (67.50%), CIS (17.26%), PMIC (8.80%), MCU (2.47%), and Logic (3.76%), with CIS becoming the second-largest product line [2] Research and Development - The company invested 1.284 billion yuan in R&D, a 21.41% increase year-on-year, representing 13.88% of total revenue [2] - The company obtained 249 new invention patents and 76 utility model patents during the reporting period, bringing the total to 1,003 patents [2] - Successful R&D advancements include mass production of 55nm BSI and stacked CIS chips, small batch production of 40nm OLED display driver chips, and functional verification of 28nm logic chips [3] Future Outlook - The company plans to optimize process flows, enhance product quality, and expand into emerging product areas such as AI and automotive chips [3] - There is a commitment to strengthen collaboration with existing clients and explore new markets to increase market share and competitiveness [3]