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楼上楼下(苏玛丽)po - 如何在激烈竞争中脱颖而出,成为观众心中的经典

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  近期,多家半导体行业上市公司发布业绩数据,随着行业国产替代加速,头部公司业绩迎来高增长。

  4月16日晚芯朋微(688508)发布一季度业绩公告,报告期内实现营收3.01亿元,同比增长48.23%;净利润4107万元,同比增长72.54%。

  目前,芯朋微专注于为客户提供一站式功率半导体解决方案及产品,设有六个产品线,主要包括ACDC电源产品线、DCDC电源产品线、DigitlPMIC电源产品线、驱动产品线、功率器件产品线和功率模块产品线。以全面覆盖智能家电、电力能源、智能终端、工业控制和AI计算等五大重点市场应用领域的功率半导体需求为战略目标。

  近年来,受益于关键半导体工艺和设备材料取得突破成果,国产化率持续提升,中国半导体产业快速发展。

  日前,芯朋微发布的2024年年报显示,该公司去年营业收入为9.65亿元,同比增长23.6%;净利润为1.11亿元,同比增长87.2%;扣非净利润7312万元,同比上升117.9%。

  据披露,去年芯朋微成功推出多款新产品,尤其是在高低压集成半导体技术领域取得了行业领先地位,新产品线的销售额增长71%,推动营业收入显著提升。家电类芯片受益于公司在TOP客户市占率提升以及“以旧换新”政策助推,同比增长28.73%。此外,芯朋微还提到,公司在新产品与应用市场的拓展方面表现出色,特别是高压驱动芯片和数字电源芯片等新产品线的销售额大幅增长。

  芯朋微表示,公司长期坚持和高度看好“半导体能源赛道”,以全面覆盖智能家电、电力能源、智能终端、工业控制和AI计算等五大重点市场应用领域的功率半导体需求为战略市场目标。公司工业领域自2015年开始布局,以工业电表为起点,2024年工控功率芯片进一步加大研发投入,已拓展到更多的工业应用领域,包括数据中心、服务器、基站、光伏逆变器、储能等大功率工业场景。未来三年,基于全面升级的Smart-SJ、Smart-SGT、Smart-Trench、Smart-GaN的全新智能功率芯片技术平台,公司将推出更多面向工控市场的先进集成功率半导体产品。

  近期,瑞芯微、韦尔股份、北方华创、先锋精科、华海清科、华峰测控等业内公司披露业绩数据,均取得大幅增长。如韦尔股份2024年实现净利润33.23亿元,同比增长498.11%;瑞芯微2024年实现净利润5.95亿元,同比增长341.01%。

  受美国所谓“对等关税”政策的影响,全球半导体供应链正面临较大的不确定性,进口芯片正成为业内关注焦点。但在业内以及券商机构看来,随着半导体国产替代加速,产业链存在中长线投资机会。

  中信建投表示,长期来看半导体领域的“去美化”趋势与国产化率提升的方向或将持续。若未来仍以成品封装地作为原产地依据,加征关税的实际影响或相对有限。平安证券表示,半导体行业正处于复苏阶段,受益于消费电子市场回暖,新一轮上升周期已启动。AI与半导体技术的深度融合,为行业带来新的增长点。

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