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港股公告掘金 | 芯片行业上半年维持高景气度 这家FPGA公司发布上半年业绩 净利润增加172%!
Hong Kong stocks announcement Nuggets | the chip industry maintained a high demeanor in the first half of the year. This FPGA company announced a 172% increase in net profit for the first half of the year.

Zhitong Finance ·  {{timeTz}}

【头条公告掘金】

[headline announcement Nuggets]

上海复旦(01385)发布上半年业绩,归母净利润5.31亿元 同比增加172.99%

Shanghai Fudan (01385) released its first-half results, with a net profit of 531 million yuan, an increase of 172.99% over the same period last year.

上海复旦(01385)发布公告,于2022年上半年该集团取得营业收入人民币17.02亿元(单位下同),同比增加50.83%;归属于上市公司股东的净利润5.31亿元,同比增加172.99%;基本每股收益0.65元。

Shanghai Fudan (01385) announced that in the first half of 2022, the group achieved operating income of 1.702 billion yuan (the same unit below), an increase of 50.83% over the same period last year; net profit belonging to shareholders of listed companies was 531 million yuan, an increase of 172.99% over the same period last year; basic earnings per share is 0.65 yuan.

点评:上海复旦依托于复旦大学微电子学院于1998年成立,2000年在香港上市,是一家从事集成电路设计、开发、测试的专业公司。目前公司拥有安全与识别芯片、非挥发存储器、智能电表芯片、FPGA芯片、集成电路封测等多条产品线,同时在RFID芯片、智能卡芯片、EEPROM、智能电表MCU等产品的市占率位居行业前列,在FPGA设计领域处于国内领先地位。

Comments:Shanghai Fudan, based on the School of Microelectronics of Fudan University, was established in 1998 and listed in Hong Kong in 2000. It is a professional company engaged in integrated circuit design, development and testing. At present, the company has many product lines, such as security and identification chip, non-volatile memory, smart meter chip, FPGA chip, integrated circuit closed test and so on. At the same time, the market share of RFID chip, smart card chip, EEPROM, smart meter MCU and other products ranks in the forefront of the industry, and is in a leading position in the field of FPGA design.

公告称,公司高可靠产品持续供不应求。FPGA方面,公司正在积极开展新一代基于14/16nm 的10亿门级产品开发,进一步丰富28nm制程的FPGA及PSoC芯片种类以拓展新的市场;MCU方面,公司LG系列MCU已成功获得AEC-Q100认证,目标应用领域包括车用雨刮器、车窗、座椅、门锁、空调、电子换挡器等,正在市场推广中。

According to the announcement, the company's highly reliable products continue to be in short supply. In terms of FPGA, the company is actively developing a new generation of 1 billion door-level products based on 14/16nm, further enriching the types of FPGA and PSoC chips in the 28nm process to expand new markets; in terms of MCU, the company's LG series MCU has successfully obtained AEC-Q100 certification, and the target application areas include vehicle wipers, windows, seats, door locks, air conditioners, electronic shifters and so on, which are being promoted in the market.

安全识别芯片方面,公司安全与识别芯片毛利率水平较高,多款产品通过车规认证,智能卡与安全芯片的FM1280 芯片和智能设备芯片的FM17系列读写芯片产品都成功获得AEC-Q100 认证,在车用TBOX 安全芯片和数字钥匙等领域取得突破。

In terms of security identification chips, the company's gross profit margin of security and identification chips is relatively high, a number of products have passed vehicle regulation certification, FM1280 chips of smart cards and security chips and FM17 series read-write chips of intelligent device chips have successfully obtained AEC-Q100 certification, and made breakthroughs in the fields of automotive TBOX security chips and digital keys.

此外,公司控股子公司华岭股份申请在北交所上市,公司集成电路测试服务业务有望分拆上市。

In addition, Hualing, the company's holding subsidiary, has applied for listing on the North Stock Exchange, and the company's integrated circuit testing service business is expected to be spun off and listed.

【重点公告掘金】

[key announcement Nuggets]

京东方精电(00710)发布中期业绩:股东应占溢利2.51亿港元,同比增加164%

Jingdong Jingdian (00710) released interim results: profit attributable to shareholders was HK $251 million, an increase of 164% over the same period last year.

京东方精电发布公告表示,公司2022年中期业绩,公司收益约48.31亿港元,同比增长51%。股东应占溢利2.51亿港元,同比增加164%。基本每股盈利34.5港仙。

Jingdong Jingdian announced that the company's mid-term results in 2022, the company's revenue of about HK $4.831 billion, an increase of 51 per cent over the same period last year. Profit attributable to shareholders was HK $251 million, up 164 per cent from a year earlier. Basic earnings per share are HK34.5 cents.

点评:京东方精电前身是成立于1978年的精电国际,自1997年以来便致力于车载显示业务。2016年京东方认购后,京东方精电成为京东方集团控股的唯一车载产品平台。

Comments:Jingdian International, formerly founded in 1978, has been committed to on-board display business since 1997. After BOE subscribed in 2016, BOE Jingdian became the only vehicle product platform controlled by BOE Group.

智能车时代,当多屏化、大屏化成为趋势。根据群智咨询Sigmaintell统计,2025年有望达2.26亿片。根据Omdia统计,截至2021年,公司车载TFT出货面积跃居全球第一、8英寸以上薄膜电晶体(TFT)出货量保持全球第一。

In the era of smart cars, multi-screen and large-screen has become a trend. According to Sigmaintell, a group intelligence consultancy, it is expected to reach 226 million tablets in 2025. According to Omdia statistics, as of 2021, the company's car TFT shipping area leapt to the first place in the world, and more than 8 inches of thin film transistor (TFT) shipments remained the first in the world.

公司市场地位的快速提升,从需求角度,卡位中国市场、享受了电动化智能化趋势下的大屏及多屏的需求高增;从供给角度,背靠京东方集团,一方面产能充足、8.5代线凸显大尺寸优势,另一方面技术领先、各类创新持续推出,再一方面品牌强劲、上游资源和下游客户基础广泛。

With the rapid improvement of the company's market position, from the point of view of demand, it is stuck in the Chinese market and enjoys the high demand of large screen and multi-screen under the trend of electric intelligence; from the point of view of supply, it is backed by BOE Group. on the one hand, sufficient production capacity, 8.5 generation line highlights the advantage of large size, on the other hand, technology leadership, all kinds of innovation continue to launch, on the other hand, the brand is strong, upstream resources and downstream customer base is extensive.

公告称,受益于TFT及触控屏显示模组项目启动量产及中国汽车市场整体需求增加,上半年公司向客户销售薄膜电晶体(TFT)及触控屏显示模组增加,在中国内地同比增超60%。同时,集团已能够通过各种措施应对全球电子元器件短缺、隔离措施及地缘政治不稳定的共同影响,以减少对公司供应链及生产的影响。

Benefiting from the mass production of TFT and touch screen display module projects and the increase in overall demand in the Chinese auto market, the company increased sales of thin film transistors (TFT) and touch screen display modules to customers in the first half of the year, with an increase of more than 60 per cent year-on-year in mainland China, the announcement said. At the same time, the Group has been able to deal with the combined effects of global electronic component shortages, isolation measures and geopolitical instability through various measures to reduce the impact on the company's supply chain and production.

复星医药(02196):贝伐珠单抗注射液新增肝细胞癌适应症的补充申请获受理

Shanghai Fosun Pharmaceutical (02196): supplementary application for new indications for hepatocellular carcinoma with bevacizumab injection was accepted

复星医药公告称,公司控股子公司“复宏汉霖”及其控股子公司研制的贝伐珠单抗注射液(汉贝泰®)新增肝细胞癌适应症的补充申请获国家药品监督管理局药品审评中心受理。

Shanghai Fosun Pharmaceutical announced that the supplementary application of bevacizumab injection (Hanbeitai ®) developed by the company's holding subsidiary "Fuhong Hanlin" and its holding subsidiary for additional indications for hepatocellular carcinoma was accepted by the Drug Evaluation Center of the State Drug Administration.

点评:复星医药是一家主要从事医药产品研发、制造与销售的中国公司。注重创新研发,专注于心血管、抗肿瘤、中枢神经系统、血液系统、新陈代谢及消化道及抗感染等治疗领域,主要产品均在各自细分市场占据领先地位。

Comments:Shanghai Fosun Pharmaceutical is a Chinese company mainly engaged in R & D, manufacturing and sales of pharmaceutical products. Focus on innovative research and development, focusing on cardiovascular, anti-tumor, central nervous system, blood system, metabolism and digestive tract and anti-infection and other treatment areas, the main products occupy a leading position in their respective market segments.

2022年第一季度公司实现营业收入103.82亿元,同比增长28.87%;归母扣非净利润8.01亿元,增长21.73%。2021年下半年上市的汉曲优(曲妥珠单抗)、苏可欣(马来酸阿伐曲泊帕),Gland Pharma的肝素系列产品,以及新冠mRNA疫苗复必泰继续作为增长的主引擎带动销售收入增长。

In the first quarter of 2022, the company realized operating income of 10.382 billion yuan, an increase of 28.87% over the same period last year, while non-net profit of 801 million yuan was deducted from the mother, an increase of 21.73%. In the second half of 2021, Hanqu you (trostuzumab), Sukexin (atorvatrippa maleate), Gland Pharma's heparin series, and COVID-19 mRNA vaccine Fubitai continue to drive sales growth as the main engines of growth.

汉贝泰为集团自主研发的单克隆抗体生物类似药。2021年11月,该药品用于治疗转移性结直肠癌及晚期、转移性或复发性非小细胞肺癌的上市注册申请获国家药监局批准;2022年7月,该药品新增复发性胶质母细胞瘤适应症的补充申请获国家药监局药品审评中心受理。

Han Beitai is a monoclonal antibody biosimilar drug independently developed by the group. In November 2021, the application for registration of the drug for the treatment of metastatic colorectal cancer and advanced, metastatic or recurrent non-small cell lung cancer was approved by the State Drug Administration; in July 2022, the supplementary application for new indications for recurrent glioblastoma of the drug was accepted by the Drug Evaluation Center of the State Drug Administration.

【港股重要公告一览】

[list of important announcements for Hong Kong stocks]

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