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4月14日晚间,派瑞股份(300831.SZ)发布2024年年度报告,公司2024年全年实现营业收入1.92亿元,同比增长64.14%;实现归母净利润5677.52万元,同比增长157.84%;扣非净利润5225.60万元,同比增长248.17%;基本每股收益0.18元/股。

同时,公司拟向全体股东每10股派发现金红利0.3722元(含税),共计派发现金红利1191.04万元。

派瑞股份一直专注于电力半导体器件的研制和生产;经过多年的专注发展,公司在高电压、大功率、大直径的高等级晶闸管领域成为行业龙头,占据了领先的国内市场份额,并且储备了多种规格、多种应用场景的其他功率半导体器件品种,形成了较为完善的产品序列组合。

公司由西电所出资设立,继承了西电所多年来的技术累积。自1964年中国第一只整流管在西电所研发成功后,西电所为我国电力半导体器件及其应用技术研究奠定了技术基础,我国七大整流器厂的技术基础和发展都与西电所息息相关。

凭借先发优势,西电所在行业内建立起了较高的知名度与口碑,为客户资源的积累奠定了扎实的技术基础。公司掌握了具有自主知识产权的高压晶闸管全压接技术、高压低温焊接技术以及终端结构设计等关键技术,通过产品创新、技术创新,形成了特大功率电力半导体器件高端产品领域的核心竞争力。公司拥有自主知识产权的特大功率电控晶闸管和特大功率光控晶闸管,成功应用于我国多个特高压直流输电工程,并受到好评。

目前,公司已建成了世界一流水平的电力半导体器件研发生产基地,拥有一流的大功率半导体器件研发、生产和测试试验设备。2024年公司研发投入946.72万元,占营业收入比重为4.94%。

报告期内,公司已向国家专利局提交21项专利申请,其中发明专利4项;获得专利授权6项。新型功率器件如IGCT、FRD等,通过技术攻关已形成系列产品,公司独立研发的精准击穿型功率半导体器件已成功应用于多个特高压柔性直流输电项目。

派瑞股份表示,在全球能源转型和智能化浪潮下,电力电子行业在当前技术快速发展和市场需求变化的背景下,正经历深刻的改革与模式创新。为应对市场需求和技术变革,公司将从产品结构优化、技术升级、市场拓展、产业链协同、平台化发展、数字化转型等方向进行构思和布局,通过产品优化、技术升级和市场拓展进行改革,同时通过产业链协同、平台化发展和数字化转型实现模式创新,以应对市场挑战。

2025年,公司将持续围绕技术创新、质量和成本控制、市场拓展、人才培养和可持续发展等方面开展各项工作,以此提升公司的综合竞争力并实现长期稳健增长。公司计划推向市场或布局的新产品包括IGCT、FRD以及IGBT等产品,同时拓展思路,对装置类产品进行市场调研,了解市场需求以及竞争产品状况,在明确市场方向的前提下,采取自主研发、产学研结合等多种模式将性能优良的装置类产品快速推向市场。

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