瀾起科技(688008.SH):2024年度淨利潤14.12億元 同比增長213.10%
格隆匯2月24日丨瀾起科技(688008.SH)公佈2024年度業績快報,2024年度,公司實現營業收入36.39億元,較上年度增長59.20%;實現歸屬於母公司所有者的淨利潤14.12億元,較上年度增長213.10%;實現歸屬於母公司所有者的扣除非經常性損益的淨利潤12.48億元,較上年度增長237.44%。2024年度,公司經營業績較上年度大幅增長的主要原因爲:一方面,受益於全球服務器及計算機行業需求逐步回暖,公司內存接口及模組配套芯片需求實現恢復性增長,同時,受益於DDR5下遊滲透率提升且子代持續迭代,公司DDR5內存接口芯片出貨量超過DDR4內存接口芯片,DDR5第二子代內存接口芯片出貨量超過第一子代產品;另一方面,受益於AI產業趨勢推動,公司三款高性能運力芯片新產品(PCIeRetimer、MRCD/MDB及CKD)開始規模出貨,其中:PCIeRetimer芯片在下遊規模應用,MRCD/MDB芯片及CKD芯片開始在行業規模試用,三款新產品合計銷售收入約爲4.22億元,是上年度的8倍,爲公司貢獻新的業績增長點。
2024年度,公司互連類芯片產品線實現銷售收入33.49億元,較上年度增長53.31%,毛利率爲62.66%,較上年度提升1.30個百分點;津逮®服務器平臺產品線實現銷售收入2.80億元,較上年度增長198.87%。2024年度,公司互連類芯片銷售收入、歸屬於母公司所有者的淨利潤、歸屬於母公司所有者的扣除非經常性損益的淨利潤均創公司歷史新高。
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