You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨中郵證券:士蘭微市佔率大幅上升,維持“買入”評級
格隆匯 05-20 15:43
中郵證券研報指出,面對複雜多變的外部環境和相當激烈的行業競爭,士蘭微(600460.SH)營收規模及市場份額均實現逆勢突破。在營收規模方面,2024年公司實現營業收入112.21億元,同比增長超20%,其中高門檻市場(大型白電、汽車、新能源、工業、通訊和算力等)收入佔比超75%,IGBT、SiC MOSFET、IPM模塊、PIM模塊等核心產品出貨量大幅增長,車規級功率器件營收同比增長100%以上;歸母淨利潤達2.20億元,同比扭虧為盈;在市佔率方面,公司從2023年的2.6%提升至3.3%,排名從全球第十躍升為全球第六。維持“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account