晶晨股份(688099.SH):上半年淨利潤3.62億元,同比增長96.06%
格隆匯8月14日丨晶晨股份(688099.SH)公佈2024年半年度報吿,今年以來,公司所處領域市場逐步恢復,公司抓住市場的有利因素,採取積極的銷售策略,公司銷售收入和利潤保持了較高速度的增長:2024年上半年實現營收30.16億元,同比增長28.33%;實現歸屬於母公司所有者的淨利潤3.62億元,同比增長96.06%。其中第二季度實現營收16.38億元,同比增長24.53%,環比增長18.82%;實現歸屬於母公司所有者的淨利潤2.35億元,同比增長52.07%,環比增長83.94%。2024年第二季度公司銷售收入創單季度歷史新高,公司開啟新一輪增長的趨勢明顯。
公司新產品的市場表現持續向好:(1)T系列產品不斷取得重要客户和市場突破,上半年銷售收入同比增長約70%;(2)W系列的Wi-Fi6首款產品上市之後,迅速獲得了市場認可,訂單快速增長。第二季度W系列產品出貨量佔公司第二季度整體出貨量超過8%,並且隨着W系列產品的快速迭代,系列化產品的上市,其銷售速度還將進一步提升;(3)公司基於新一代ARMV9架構和自主研發邊緣AI能力的6nm商用芯片流片成功後,已經獲得了首批商用訂單;(4)公司的8K芯片在國內運營商的首次商用批量招標中表現優異。
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