炬芯科技(688049.SH)：預計半年度淨利潤同比增長122.28%
格隆匯7月15日丨炬芯科技(688049.SH)公佈，1、經炬芯科技股份有限公司財務部門初步測算，預計2025年半年度實現營業收入為44,900.00萬元，與上年同期（法定披露數據）相比，將增加16,850.40萬元，同比增長60.07%。2、預計2025年半年度實現歸屬於母公司所有者的淨利潤為9,100.00萬元，與上年同期（法定披露數據）相比，將增加5,006.00萬元，同比增長122.28%。3、預計2025年半年度歸屬於母公司所有者扣除非經常性損益後的淨利潤為8,600.00萬元，與上年同期（法定披露數據）相比，將增加6,272.45萬元，同比增長269.49%。4、本期公司淨利率預計為20.27%，相比2024年同期淨利率14.60%增長5.67個百分點。
報吿期內公司厚積薄發，在AI技術的強勁驅動下實現整體價值加速躍升。通過持續優化產品和客户銷售結構，經營業績呈現高速增長：營業收入同比增長60.07%，淨利潤更是同比猛增122.28%。其中第二季度銷售額和淨利潤不僅環比、同比雙增長，更接連創下了單季度的歷史新高。今年上半年，公司全力推進端側產品AI化轉型，通過加大研發投入與加速新品迭代，經營績效極為亮眼。依託創新性架構和卓越性能，公司基於第一代存內計算技術的端側AI音頻芯片推廣成效顯著，已成功導入多家頭部品牌立項，其中面向低延時私有無線音頻領域的客户終端產品率先實現量產，帶動新品快速起量。在端側產品AI化浪潮的推動下，公司產品矩陣持續突破：端側AI處理器芯片成功落地頭部音頻品牌的高端音箱、Party音箱等產品，滲透率顯著提升，銷售收入實現數倍增長；低延遲高音質無線音頻產品市場需求爆發，銷售額高速攀升；藍牙音箱SoC芯片系列在頭部音頻品牌滲透率持續上升，成長潛力進一步釋放，頭部品牌客户的產品價值量和合作深度同步提升。報吿期內，為滿足客户對端側設備低功耗高算力的需求，研發投入持續加碼，研發費用投入約12,300.00萬元，同比增長22.72%。其中第二季度研發費用投入逾7,000萬元，同比、環比均顯著增長。公司已着手第二代存內計算CIM技術的相關IP研發工作，目標是將NPU單核算力和能效比大幅提升，並直接支持Transformer模型。報吿期內，公司的產品和客户銷售結構持續優化，帶動公司毛利水平穩步上揚，同時，公司營業收入增速明顯超過費用增速，由此帶來的規模效應顯著提升了公司整體利潤水平。公司將繼續通過緊密圍繞下游市場需求，加大端側AI技術和產品推廣的投入，精進產品矩陣競爭力，為公司長期發展奠定堅實的基礎。
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.
