英諾賽科(02577.HK)公佈年度業績 海外銷售收入大幅增長118.1% 積極深化與機器人、無人機等領域客戶的技術合作
格隆匯3月28日丨英諾賽科(02577.HK)發佈公告，截至2024年12月31日止年度，公司報告期內銷售收入達人民幣828.5百萬元，同比增長39.8%；隨着集團生產規模擴大及實施降本增效措施，生產成本快速下降，毛利率持續大幅改善，集團毛損率由2023年的-61.6%縮減至2024年的-19.5%，提升42.1個百分點。
產品在消費電子應用領域佔比持續增長，在新能源汽車、AI等戰略新興領域取得重大突破。報告期內，集團消費電子收入同比增長48.0%；汽車電子成長迅猛，車規晶片交付數量同比增長986.7%；伺服器電源晶片出貨持續增長，應用於48V轉12V的氮化鎵產品量產，AI及數據中心晶片交付量同比增長669.8%。
人形機器人：推出150V/100V全系列氮化鎵產品，覆蓋關節以及靈巧手電機驅動、智能電源轉換及電池管理等各類應用。其中，100W關節電機驅動產品已實現量產。
推出3.0代高低壓工藝及車規╱合封器件平臺：單位晶圓晶片(Chip/Wafer)產出量較上一代產品提升30%以上，晶片關鍵性能指標進一步提升；推出氮化鎵合封產品，可應用於數據中心、電動汽車及機器人伺服電機電源。報告期內，集團共推出50餘款新產品，客戶導入471項。
製造成本大幅下降，良率持續提升：2024年，集團整體良率達95%，單位製造成本下降近40%，加速提升盈利能力。
海外市場成長迅猛：集團期內海外銷售收入達人民幣126.4百萬元，同比增長118.1%。
出貨量超過歷年累積總和：集團期內交付晶片6.6億顆，各年出貨量呈幾何級數增長態勢。
報告期內，集團相繼發佈數據中心、家電全系列氮化鎵解決方案，獲得主要客戶羣的廣泛認可。此外，集團通過直銷以及經銷商渠道積極開拓潛在客戶。報告期內，集團新增客戶導入471項，新增21家直銷客戶、13家經銷商。
2025年，集團將繼續完善氮化鎵在消費電子領域的佈局，提高市場滲透率。在數據中心、汽車電子領域，推動新產品落地，完成客戶導入和應用量產。積極深化與機器人、無人機等新應用領域客戶的技術合作。在產品方面，集團計劃持續投入研發，豐富現有產品組合，在2025年迎來更大規模的成長。
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