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class="content-box"> <h1 class="title" id="title">行业企稳回升态势明显 沪市半导体公司“晒”上半年成绩单</h1> <div class="info"> <span style="padding-right:1em">日期：2024-09-02</span> <span style="padding-right:1em">来源：中国证券网</span><span id="hits">阅读：469</span> </div> <div class="introduce">核心提示：沪市半导体公司均已完成2024年半年报披露。</div><div id="content"><div class="content" id="article"><p> <span style="text-indent: 2em;">日前，沪市半导体公司均已完成2024年半年报披露。上半年，沪市130余家半导体公司合计实现营业收入2112亿元，同比增长18.7%，超7成公司营业收入同比正增长，超5成公司净利润较去年同期有所改善。</span></p> <p>分季度来看，2024年第二季度，营收环比增长14.6%，净利润环比增长74.9%，其中近9成公司营收环比正增长，7成公司净利润环比改善。亮眼的二季度业绩展现出半导体行业良好的复苏态势。</p> <p>与此同时，沪市半导体公司积极践行“提质增效重回报”专项行动方案，积极通过中期分红回馈投资者，共有13家公司披露中期分红预案，合计分红金额约7亿元。</p> <p><strong>需求复苏推动龙头公司业绩回暖</strong></p> <p>今年第二季度，以成熟制程为主的晶圆代工需求复苏，国内龙头代工厂的收入、毛利率、产能利用率等关键指标环比均显著提升，且高于前期指引。</p> <p>中芯国际2024年第二季度实现营收19.01亿美元，同比增长21.8%，环比增长8.6%，出货量环比增长近17.7%，毛利率为13.9%。对于今年第三季度，公司给出的收入指引为环比增长13%-15%，毛利率介于18%-20%范围内。</p> <p>华虹公司第二季度实现销售收入4.79亿美元，毛利率为10.5%，均实现环比增长。公司已接近全方位满产，总体产能利用率为97.9%，较上季度提升6.2个百分点。第三季度，公司预计销售收入为5亿美元至5.2亿美元之间，毛利率约在10%至12%之间。</p> <p>半导体设备、材料行业的多家公司经营业绩延续良好态势，营收、净利润环比均呈现较快增长趋势。</p> <p>天岳先进作为国内碳化硅衬底龙头企业，在导电型碳化硅衬底领域实现后来居上，2023年市场规模跃居全球前二。公司是继Wolfspeed后全球第二家宣布批量供应8英寸衬底厂商，并已经进入博世、英飞凌等海外一线器件企业的供应体系。上半年，天岳先进实现营业收入9.12亿元，同比增长108.27%；归母净利润1.02亿元，同比扭亏为盈。</p> <p>华海清科从推出国内首台拥有自主知识产权的12英寸CMP设备，到如今第500台顺利交付，助力国内CMP设备产业自主发展。上半年，公司实现营业收入14.97亿元，同比增长21.23%；归母净利润4.33亿元，同比增长15.65%。</p> <p>封测需求底部复苏明确，先进封装技术引领新增长，龙头公司业绩加速回暖。今年上半年，封测行业的景气度延续复苏态势，主要公司的稼动率整体呈现稳定回升趋势，行业整体毛利率稳步回升，企业盈利能力得到显著改善。</p> <p>长电科技是国内封测龙头公司，上半年实现营业收入154.87亿元，同比增长27.22%；归母净利润6.19亿元，同比增长24.96%。公司上半年业绩显著增长，得益于下游需求逐步复苏，部分客户业务量持续上升。同时，公司大力拓展先进封装业务，聚焦新兴应用领域，积极进行产能利用率调控。</p> <p>甬矽电子专注于集成电路的先进封装与测试，上半年实现营业收入16.29亿元，同比增长65.81%；归母净利润1210.59万元，扭亏为盈。公司坚持自身中高端先进封装业务定位，晶圆级封装、汽车电子等产品线持续丰富，“Bumping+CP+FC+FT”的一站式交付能力形成，公司竞争力持续增强。</p> <p><strong>消费市场回暖助力公司亮眼业绩</strong></p> <p>受益于消费电子复苏延续，汽车电子维持强劲，多家芯片设计公司业绩亮眼。</p> <p>韦尔股份专注于图像传感器、显示及模拟解决方案。得益于消费市场持续回暖、公司在高端智能手机市场成功推出新品以及自动驾驶技术在汽车市场的不断深入应用，上半年，公司实现营收120.91亿元，同比增长36.50%；归母净利润13.67亿元，同比增长792.79%。</p> <p>纳芯微聚焦传感器、信号链和电源管理三大产品方向。公司第二季度实现营业收入4.86亿元，环比增长34.18%。半年报显示，其营收增长动力主要来自公司汽车电子领域相关产品持续放量，以及消费电子领域景气度的持续改善。</p> <p>存储芯片整体延续回暖趋势，相关公司业绩出色。存储芯片价格经历快速上涨，市场的供需结构逐步改善，沪市存储芯片设计公司业绩表现抢眼。</p> <p>兆易创新专注于存储器、微控制器及传感器的研发。公司上半年实现营业收入36.09亿元，同比增长21.69%；归母净利润5.17亿元，同比增长53.88%。随着今年上半年消费和网通市场的显著回暖，公司存储芯片产品迎来销售高峰，直接推动产品销量和经营业绩大幅增加。</p> <p>澜起科技上半年实现营业收入16.65亿元，较上年同期增长79.49%；归母净利润5.93亿元，较上年同期增长624.63%。随着存储行业的复苏、AI服务器需求量快速增长，公司DDR5渗透率持续提升，高性能运力芯片新产品实现规模出货。</p> <p>沪市半导体公司立足新发展阶段、贯彻新发展理念，不断加大研发投入和产品创新力度。截至目前，相关公司上半年合计投入研发费用超271亿元，占营收比例达13.59%。</p> <p>在此基础上，沪市半导体公司坚持内生增长与外延式并购并重的双轮驱动发展战略，特别是“科创板八条”发布两个月来，科创板已有芯联集成、纳芯微、希荻微等多家半导体公司接连发布并购重组方案，思瑞浦发行可转债购买资产方案已顺利过会，积极探索通过并购重组实现产品、技术、渠道和人才等多方面的互补或协同。</p> <p>业内人士认为，当前全球半导体需求已触底回升，行业拐点已经显现，并开始逐步进入上行区间。受益于此，沪市半导体公司有望通过内生和外延发展并驾齐驱，积极推动产品创新，进入新一轮的增长周期。</p></div> </div> <div class="award"><div 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