Yang Jie Technology (3003736. SZ), a well-known domestic semiconductor enterprise, has gained a lot.
654381On the evening of October 9, Yang Jie Technology released the annual performance forecast for 20021,and the company predicted the annual profit of 719-794 million yuan, up by 90%-10% year-on-year.
In this regard, Yang Jie Technology explained that the company seized the opportunity of accelerating domestic substitution of power semiconductors, actively explored the market, and its operating income grew rapidly.
The outstanding performance of Yang Jie's new products has attracted much attention. Among them, the revenue of IGBT products increased by 500% year-on-year.
According to the data of the third quarterly report of 20021,the R&D expenditure of Yangjie Technology is 654.38+72 million yuan, which is about 91.1%higher than the growth rate of operating income.
The annual pre-profit exceeded 700 million, a record.
Yang Jie Technology seized the opportunity and achieved the best business performance in history.
According to the performance forecast, in 20021year, Yang Jie Technology is expected to realize the net profit attributable to shareholders of listed companies (referred to as net profit) of about 7190,000 yuan to 794 million yuan, and the profit in the same period last year was about 378 million yuan, up by 90%-10/0% year-on-year, basically doubling. The company's estimated net profit after deducting non-recurring gains and losses is about 665 million yuan-746,543.8 billion yuan, compared with 368 million yuan in the same period last year, up by 80.75%-1065,438+0.30%.
Yang Jie Technology landed on the A-share market on October 23rd, 2065/KLOC-0, 438+04,65,438. Since listing, the overall operating performance of the company has shown a steady growth momentum.
In the year of 20 13, the company realized operating income of 530 million yuan, net profit/kloc-0.03 million yuan, and non-net profit/kloc-0.00 million yuan was deducted. From 20 14 to 2020, the company's operating income continued to grow, which were 648 million yuan, 834 million yuan,165438+90 million yuan,14.7 million yuan,18.52 million yuan and 26% respectively.
Compared with the continuous growth of operating income, net profit and non-net profit fluctuated at 20 18. In 2020, the company's net profit and non-net profit were 378 million yuan and 368 million yuan respectively, increasing by about 267% and 268% respectively compared with 20 13.
Judging from the above performance data, there is no doubt that 202 1 was the best year in the company's history.
According to the third quarterly report last year, Yangjie Technology achieved an operating income of 324 1 100 million yuan, up 75.76% year-on-year, and its net profit and non-net profit were 565 million yuan and 537 million yuan, up 15 17% and10 respectively.
On a quarterly basis, in the first two or three quarters of last year, the company achieved operating income of 942 million yuan,1138 million yuan,11000 million yuan respectively, up by 93.37%, 75. 10%, respectively. The net profit was 654.38+55 million yuan, 654.38+89 million yuan and 220 million yuan, respectively, up by 654.38+079.70%, 654.38+065.438+02.79% and 86.59% year-on-year. Non-net profit deduction was1530,000 yuan,1800,000 yuan and 2.05 yuan respectively, which increased by 158.20%,19% and 83.48% respectively. In the third quarter, operating income, net profit and non-net profit all increased at a high speed.
Comparing the annual performance forecast with the third quarterly report, in the fourth quarter, the company realized a net profit range of 65.438+0.54 billion yuan to 229 million yuan, up by about 32.76%-9.74 1% year-on-year, and deducted a non-net profit range of 65.438+0.28 billion yuan to 204 million yuan, up by about 654.38+0.29% year-on-year. The year-on-year growth rate of net profit and non-net profit in the fourth quarter slowed down slightly, but it did not affect the high growth of annual performance.
Yang Jie Technology explained that 202 1 benefited from the favorable policies issued by the state, regions and downstream markets. The company seized the opportunity of accelerating the domestic substitution of power semiconductors, increased market development, and accelerated the release of new production capacity. The operating income increased by more than 60% year-on-year. In addition, thanks to the rapid growth of market demand, many subsidiaries are operating well, which is helpful to improve the overall efficiency of the company.
R&D investment has increased by over 90%.
Yangjie Technology has achieved the best business performance in history, which is related to its enhanced R&D capability and commercialization of new products.
Yang Jie Technology integrates R&D, production and sales, focusing on industrial development in high-end fields such as power semiconductor chip and device manufacturing and integrated circuit packaging and testing. The company's main products are various power electronic device chips, power diodes, rectifier bridges, high-power modules, small signal diodes, MOSFET, IGBT, silicon carbide SBD, silicon carbide JBS and so on. Products are widely used in 5G, power electronics, consumer electronics, security, industrial control, automotive electronics, new energy and many other fields.
Since the listing of 20 14, Yangjie Technology has successively completed three equity financing, with a total direct financing of 2.752 billion yuan. These funds are mainly used for the layout of the semiconductor industry, and there are many forward-looking layouts. For example, in 20 16, the company raised funds 1 100 million yuan, of which10.50 billion yuan was used for the research and development of SiC chips and devices and the construction of industrialization projects. SiC chip represents the development trend of the third generation semiconductor material industry.
Last June, 5438+ 10, the company raised10.49 billion yuan, which was mainly used for the packaging and testing project of ultra-thin micro-power semiconductor chips for intelligent terminals.
In addition to investment and construction, Yang Jie Technology also actively participates in outreach mergers and acquisitions. The company has successively acquired the equity of Beida Jade Bird 12.50%, Meng Guang Semiconductor 88.3 176%, Chengdu Qingyang 60% and Nantong Jinxin Haohua 4.92%. Among them, the sales revenue of Chengdu Qingyang 202 1 increased by 65% year-on-year.
With the continuous industrial layout, Yang Jie Technology has basically completed the global market layout. The company has technical service stations in Guangzhou, Shenzhen, Xiamen and other cities 12, and1/international marketing and technical outlets in Korea, Japan and India. The company has well-known customers such as Huawei, Daikin, Dell, Sony and Siemens. In the first half of 20 19, the company also obtained import substitution cooperation opportunities with well-known end customers such as ZTE and DJI.
In terms of technology, after continuous research and development, Yang Jie Technology also has advantages. According to the company, it is one of the few large enterprises in China that integrates the vertical industrial chain of monocrystalline silicon wafer manufacturing, chip design and manufacturing, device design, packaging and testing, terminal sales and service, and its products have a leading market position and a high market share in several emerging market segments.
Yang Jie Technology is still developing new products. According to the 20021annual performance forecast, the company increased R&D investment, actively promoted the implementation of R&D key project management, accelerated the R&D speed of new products, and urged new products to release benefits. In 20021year, the revenue of MOSFET products increased by 130%, that of small signal products increased by 82%, that of IGBT products increased by 500%, and that of module products increased by 35%.
In terms of R&D investment, in the first three quarters of 20021,Yang Jie spent 65,438+72 million yuan on R&D, far exceeding the previous year, with a year-on-year increase of 911%.
Editor: ZB
This article is from Changjiang Business Daily.