Strong performance growth! Wentai technology's net profit in the first half of the year was 1.7 billion yuan, a sharp increase of 767.19% year-on-year!

Despite the impact of the global epidemic , But the company of Wentai technology still maintains rapid growth .

8 month 30 On the afternoon of Sunday , Wentai technology released 2020 Semi annual report , Rapid development due to performance ,2020 Operating income in the first half of the year 241.18 One hundred million yuan , Year-on-year growth 110.93%; The net profit attributable to the shareholders of the listed company is 17 One hundred million yuan , Year-on-year growth 767.19%; Deduct non net profit 14.42 One hundred million yuan , Year-on-year growth 941.05%; Earnings per share 1.51 element , Year-on-year growth 387.1%; R&d spending 12.36 One hundred million yuan , Year-on-year growth 113%.

Announcement disclosure , The main reason for the sharp increase in performance in this period , On the one hand, it benefits from the international layout of the company's communication business , Optimized customer structure ,2020 In, domestic and international first-line brand customer shipments increased strongly compared with the same period last year ; On the other hand 2019 year 11 In June, the company has realized the holding of Anse group and according to 74.45% The shareholding ratio of will bring the performance of Anshi group into the consolidation scope , This led to a substantial increase in net profit in the current period compared with the same period last year . It is expected that the accumulated net profit in the first three quarters will still have a large increase compared with the same period of last year .

data display , Wentai technology's top five customers' income 188.90 One hundred million yuan , Proportion 78.32%; The purchase amount of the top five suppliers 52.5 One hundred million yuan , Proportion 33.2%. It fully reflects the decline of Wentai's customer concentration , Wider customer coverage ; Suppliers are scattered , Strong bargaining power .

2020 In the first half of , Under the impact of the epidemic , Global mobile phone shipments plummeted 10% above , And because consumers are more price sensitive , On the contrary, the middle and low-end cost-effective models provided by Wentai technology for customers are more favored by consumers , Shipments increase instead of decrease . Plus the optimization of customer structure , The enhancement of the competitiveness of Wentai products , Net profit of single machine is relative to 2019 There was a significant increase in . Although Anshi semiconductor, a subsidiary of Wentai technology, has suffered a certain impact due to the decline in sales of automotive customers , However, with the cooperation of Wentai, its customers in the consumer special communication market have developed smoothly , Significant increase in share .

Wentai technology is a leading global communication and semiconductor enterprise , With major mobile phones around the world 、PC、IoT、 Brands in automobile and other fields maintain in-depth cooperative relations . Its Wentai Communication Co., Ltd. is the world's largest mobile phone ODM Enterprises , ANSYS semiconductor has 60 An old European semiconductor company with a history of years , Formerly known as Royal Philips semiconductor standard products division , In the diode 、 The transistor 、ESD Protective devices 、 Logic chip 、MOSFET And other subdivisions maintain the leading position in the top three of the industry , Products are widely used in mobile phones 、PC、IoT、 Automobile and other fields .

As a high-capacity enterprise in the production field of semiconductor basic components , Its products are widely used in all kinds of electronic design in the world , Especially gallium nitride （GaN）、 Silicon carbide （SiC） The third generation semiconductor technology represented by is world leading .

Li Gang, an industry analyst at Sano, an authoritative research institution, believes , As the only global leading power device controlled by Chinese capital IDM manufacturer , The development space of Anshi localization substitution is broad , Is of great significance . Anshi semiconductor 2019 Annual operating income 103 One hundred million yuan , Ranked first among domestic power semiconductor manufacturers , At present, the domestic market share is about 10%-15%. According to the measured , The domestic power device market is about 60 Billion dollars , In the wave of domestic substitution , ANSYS semiconductor has a broad space for development in the future .

△ Anshi semiconductor （ China ） Ltd. is the largest power semiconductor enterprise in China

Pan min, chief analyst of Tianfeng securities electronics, believes , We are optimistic about the future extension of Wentai technology from mobile phones to automotive multi-directional intelligent hardware and semiconductors , Realize the synergy brought by the acquisition . meanwhile , company ODM The business has been adjusted through the past customer structure , Successfully enter overseas major customers , Profitability increased significantly , Optimistic about the growth of the company in the second half , Continue to recommend companies . expect 2020-22 Net profit attributable to the parent in 42.07/55.04/71.39 One hundred million yuan , Optimistic about the future, from mobile phones to automotive multi-directional intelligent hardware and semiconductors , maintain " purchase " The rating , Give the target price 221 element / stocks .

edit ： Smart core - Ranger sword