芯朋微(688508.SH)預計上半年淨利同比增長104%左右 新產品門類營收大幅增長
格隆匯7月6日丨芯朋微(688508.SH)公佈，經財務部門初步測算，2025年半年度，預計實現營業收入為63,000萬元左右，同比增長38%左右。預計實現歸屬於母公司所有者的淨利潤為9,000萬元左右，同比增長104%左右。預計實現歸屬於母公司所有者的扣除非經常性損益的淨利潤為7,000萬元左右，同比增長53%左右。
公司預計2025年半年度經營業績較上年同期預增主要來源於營業收入的顯著增長：
（1）得益於新產品門類營收大幅增長。公司“功率系統整體解決方案”的相關多元化戰略得到有效落地，DC-DC、Driver、Discrete、Power Module等產品線新品持續推出，其業務成長速度均明顯高於AC-DC產品線增長，使得公司可為原有整機應用客户持續提供更多新門類半導體產品套片，同時這些新門類產品仍聚焦應用於客户功率系統，因而具有很高的技術和商務協同效應，能為客户帶來越來越強大的整體性能和成本優勢，FAE服務效率也得到提高；成果反映在公司非AC-DC品類半年度營收同比大幅提升70%以上，顯著超過了公司在AC-DC品類26%左右的半年度營收增長率，彰顯公司新品類更大業務增長潛力。
（2）得益於新市場有力拓展。公司近三年來重點投入研發的工業應用領域的芯片業務乘風直上，2025年上半年隨着以高耐壓高可靠的工規AC-DC拳頭產品在大多數工業客户取得大面積突破和量產，公司跟進推出了適用於服務器和通信設備的48V輸入數模混合高集成電源芯片系列和內置算法的數模混合電機驅動芯片系列進入工業客户量產交付，超大電流EFUSE芯片、超大功率理想二極管芯片等大功率工控芯片取得關鍵突破，成果反映在工業市場半年度營業收入預計增長55%以上，顯著超過了公司半年度整體營收的38%左右增長率，尤其是工業市場利潤率遠高於標準電源和智能家電市場，彰顯公司新市場更高業務成長空間。
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.
