无锡新洁能股份有限公司2024年年度报告摘要

Core Viewpoint - The company, Xin Jie Neng, is a leading domestic semiconductor power device design enterprise, focusing on high-performance power semiconductor devices and integrated circuits, with a strong emphasis on innovation and market responsiveness [4][25][26]. Company Overview - Xin Jie Neng primarily supplies high-performance, high-quality, and reliable silicon-based and compound semiconductor power devices, integrated circuits, and module products [4]. - The company has established itself as a leader in the domestic high-end power semiconductor market, focusing on product design and promotion, and maintaining close cooperation with top international foundries [7][25]. Financial Performance - In the reporting period, the company achieved operating revenue of 1.828 billion yuan, a year-on-year increase of 23.83%, and a net profit attributable to shareholders of 434.58 million yuan, up 34.50% year-on-year [29]. - The growth in performance is attributed to the recovery of downstream industries, the trend of domestic substitution in power semiconductors, and the optimization of inventory levels [29][30]. Market Trends - The global semiconductor sales are projected to grow by 13.1% in 2024, reaching $697.2 billion by 2025, with the power semiconductor market expected to grow steadily due to its applications across various electronic manufacturing sectors [8]. - The power semiconductor market is expected to reach$50.3 billion in 2023 and $59.6 billion by 2027, with China’s market projected to reach$23.8 billion in 2024 [8]. Industry Applications - Power semiconductors are crucial in various applications, including electric vehicles, AI servers, data centers, industrial automation, and consumer electronics, with significant growth expected in these sectors [10][12][24]. - The automotive industry, particularly in the context of electric vehicles, is a key growth area, with the demand for power semiconductors expected to increase significantly due to the higher chip requirements of electric vehicles compared to traditional fuel vehicles [10][12]. Product Development - The company has developed a comprehensive range of products, including SGT MOSFET, SJ MOSFET, IGBT, and SiC MOSFET, with nearly 4,000 product models covering a voltage range from 12V to 1700V [25][26]. - The company is positioned to meet the growing demand in emerging markets such as electric vehicles, AI servers, and renewable energy applications, leveraging its technological advancements and product offerings [25][26]. Strategic Initiatives - The company plans to distribute a cash dividend of 0.651 yuan per share, amounting to approximately 26.97 million yuan, reflecting its commitment to shareholder returns while balancing future development needs [3][39].