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  韦尔股份(603501)4月15日晚间披露2024年年度报告,2024年实现营业收入257.31亿元,同比增长22.41%;净利润33.23亿元,同比增长498.11%;基本每股收益2.77元。公司拟向全体股东每10股派发现金红利2.2元(含税)。

  韦尔股份是一家主要从事芯片设计业务的Fabless芯片设计公司,是全球前十大无晶圆厂半导体公司之一。2024年,全球半导体行业迎来复苏,AI推动消费电子需求回暖、汽车智能化加速,行业整体进入上行周期。韦尔股份抓住市场机遇,在高端智能手机市场的产品持续导入、汽车智能化渗透加速等因素的驱动下,公司的经营业绩实现明显增长,营业收入规模创历史新高。与此同时,韦尔股份通过产品结构性优化与供应链梳理增效,实现毛利率的改善和净利润的提升。

  2024年韦尔股份主营业务收入为256.7亿元,较2023年增加22.43%。其中半导体设计业务产品销售收入实现216.4亿元,占主营业务收入的比例为84.3%,较上年增加20.62%;公司半导体代理销售业务实现收入39.39亿元,占公司主营业务收入的15.34%,较上年增加32.62%。

  韦尔股份年报显示,半导体设计销售业务研发投入金额约为32.45亿元,占公司半导体设计销售业务收入的15%,较上年增长10.89%。公司持续稳定地加大在各产品领域的研发投入,为产品升级及新产品的研发提供充分的保障,公司产品竞争力稳步提升。

  谈及公司经营计划时,韦尔股份表示,公司持续加大新产品开发,不断丰富半导体设计业务产品类型,进一步扩大产品的应用范围。公司将继续深化各产品线的开发工作,同时将不断强化产品的质量管理,强化研发流程管理及产品的生产管理,以适应国际一流客户的产品需求。

  韦尔股份还提及要把握并购和投资机会。公司将通过并购和投资进一步扩大公司的可触达市场,重点关注有益于公司产品组合的多样化及有益于扩大公司对邻近市场覆盖的投资并购标的。公司将继续寻求和评估潜在的目标或战略合作,以便在技术、知识产权、产品和解决方案、供应链、客户群和长期增长机会方面创造强大的协同效应。

  (文章来源:证券时报)

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