聚辰股份(688123.SH)：上半年淨利潤2.05億元 同比增長43.5%
格隆匯7月28日丨聚辰股份(688123.SH)公佈半年度經營情況，進入2025年以來，公司各下游應用市場需求分化明顯，不同產品的市場銷售情況存在較大差異。受益於近年來持續完善在存儲芯片市場的佈局，公司DDR5SPD以及應用於汽車電子、工業控制領域的高可靠性EEPROM產品銷量較上年同期實現快速增長，帶動公司綜合毛利率較上年同期增加5.55個百分點，成為公司收入規模擴張和盈利能力提升的重要驅動力。報吿期內，公司實現營業收入5.75億元，歸屬於上市公司股東的淨利潤為2.05億元，歸屬於上市公司股東的扣除非經常性損益的淨利潤為1.77億元，同比分別增長11.69%、43.50%和22.47%，均創歷史同期新高。與此同時，公司不斷豐富技術儲備和產品種類，持續提升企業研發水平，上半年的研發投入達1.03億元，同比增加0.21億元，其中第二季度的研發費用為0.62億元，環比增長超過50%，為歷史最高水平。
具體到產品而言，隨着DDR5內存模組滲透率的持續提升，以及下游個人電腦及服務器等終端應用市場需求的逐步擴張，公司DDR5SPD產品的銷量和收入較上年同期實現較大幅度增長；在汽車電子和工業控制領域，公司憑藉較高的產品質量、高效的市場響應能力和穩定的供貨能力，積極進行境內外重點市場的拓展，市場份額和品牌影響力不斷提升，高可靠性EEPROM產品的銷量和收入較上年同期增長超過100%；音圈馬達驅動芯片業務方面，公司部分規格型號的光學防抖（OIS）音圈馬達驅動芯片已搭載在主流智能手機廠商的中高端智能手機正式導入市場，音圈馬達驅動芯片的產品結構有望得到進一步優化。前述高附加值產品出貨量的提升以及產品銷售佔比的提高，有效對沖了智能手機攝像頭EEPROM、液晶面板EEPROM、開環類音圈馬達驅動芯片與智能卡芯片產品銷售收入下滑對公司經營業績造成的影響，成為公司業績增長的主要因素。
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