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国芯科技三季度营收创新高,量子信息安全及AI MCU有望成为业绩新的驱动力

2024nian10yue30ri,suzhouguoxinkejigufenyouxiangongsifabu2024niansanjidubaogao,congbaogaoshujulaikan,shouyiyuxingyelihaojiqiyeqianzhanbushu,guoxinkejisanjidujiqiansanjiduyingshoutongchuangxingao。

图片来源: 图虫创意

2024nian10yue30ri,suzhouguoxinkejigufenyouxiangongsi(gupiaodaima:688262.sh,yixiajiancheng“guoxinkeji”)fabu2024niansanjidubaogao,congbaogaoshujulaikan,shouyiyuxingyelihaojiqiyeqianzhanbushu,guoxinkejisanjidujiqiansanjiduyingshoutongchuangxingao。

2024niansanjidu,guoxinkejidanjishouru20,818.26wanyuan,jiaoquniantongqizengzhang34.61%,danjiduhuanbishouruzengzhang151.34%,danjidushouruchuanglishixingao;yucitongshi,2024nian1-9yueshixianyingyeshouru46,958.02wanyuan,tongbizengzhang16.58%,chuangliniantongqixingao。chixuerwendingdeyanfazijintouruyouxiaoquebaoleguoxinkejideyanfaxiangmuanqiwancheng,xinchanpinluxutuichu。2024nian1-9yue,guoxinkejitouruyanfafeiyong22,540.12wanyuan,jiaoshangniantongqizengjia4787.19wanyuan,tongbizengzhang26.97%。qizhong,sanjidutouruyanfafeiyongji8127.10wanyuan,jiaoshangniantongqizengjia1380.80wanyuan,tongbizengzhang20.47%,huanbizengzhang12.26%。

ciwai,jiehecaiwushuju,womenkeyifaxianjinnianqiansanjiduguoxinkejidexianjinliuzhuangkuangyoumingxiangaishan,yewulianghedingdanbaomanchongzu。2024nian1-9yueguoxinkejijingyinghuodongchanshengdexianjinliuliangjinge3,686.30wanyuan,shixianyoufuzhuanzheng,xianshiguoxinkejideyewuhuodongwenjianfazhan、zijinguankongnengliyucaiwuwenjianxingdedaolemingxianjiaqiang。jiezhi2024nian9yue30ri,guoxinkejidehetongfuzhaiwei5.8yiyuan,zheiyexianshiguoxinkejimuqianyewulianghedingdanbaomanchongzu,gexiangyewuzhengzaiwenjiantuijinzhong。

muqian,guoxinkejizhongdiantuozhanqichedianzimcuxinpianyewu,2024nianqiansanjiduqichedianzixinpianyewushixianshouru4,500duowanyuan,dadaoqunianquannianshuiping;qichedianzixinpianqiansanjiduleijichuhuoliangyeyijiejinqunianquannianshuiping。dingzhixinpianyewuchengxianwenjianzengzhangtaishi,guoxinkejidingzhixinpianyewuzairengongzhinenghexianjinjisuanlingyushixiankuaisuzengzhang。yucitongshi,guoxinkejijijizhuizongkejizuiqianyan,zailiangzixinxianquan、ai mcudenglingyuyechixuqudechanpinjishichangtupo,zhidewomenzhongdiandeguanzhu,gaixiangyewuyouwangchengweiguoxinkejiyejixindequdongli。

丰富量子安全产品矩阵,构建信息安全生态圈

zaishuzihuashidai,xinxianquanshiqiyenaizhiguojiaanquandejishi。ersuizheliangzijisuandefazhan,chuantongjiamifangfajiangmianlintiaozhan,liangzianquanxinpianjimozuyouzhuyubaohushujuanquan、tuidongliangzitongxin、liangzijisuandengxinxingchanyedefazhan,shiquanqiukejijingzhengdexingaodi。

muqian,guoxinkejiyichengweiguoneilingxiandexinchuanghexinxianquanxinpianjimozuyanfaqiye,bingbuduanfengfuliangzianquanchanpinxian。jinnian,guoxinkejishixianleliangzianquanmozuchanpinde“shangxin”,tuichudeliangzianquanukey、liangzianquanpci-emimaka,liangzianquanmini pci-emimaka,keshiyongyupkirenzheng、shuziqianming、shuju(shishi)jiajiemidengchangjing,zaidianli、jinrong、jiaotong、jiaoyu、yiliaodenglingyuyouguangfandeyingyongqianjing,liangzianquanxinpianchanpinyishixianduiwaigonghuo。guoxinkejimuqianyixiangguoneiliangzixinxianquanlingyudeduojiachangshangkaizhanchanpinxiaoshou,baokuozhongdianxinliangzi、wentianliangzihehefeiguizhendeng,liangzixilieyouwangchengweiweilaixinxianquanyewudeyouyiqiangjingyinqing。

yucitongshi,guoxinkejichixuzheligoujianliangzijishushengtaiquan。guoxinkejiyijingyuliangzilingyudezhimingqiyeanhuiwentianliangzijicangugongsihefeiguizhenfenbiezujianleliangzixinpianlianheshiyanshi。yituoshangshulianggeliangzixinpianlianheshiyanshi,guoxinkejiyushangshuhezuohuobanzaiwulianwang、yunjisuan、xianjincunchu、zhinengzhongduandenglingyu,lianhekaizhanliangzixinpiandeyanfahechanyehuagongzuo,shixianlexinchuanghexinxianquanxinpiandiedaishengji。zaicijichushang,2024nianguoxinkejixianhouyuguoxinliangzi、tulingliangzi、zhijiangliangzihexinanshijidengduojiaxingyeneilingxianqiyeqianshuzhanlvehezuoxieyi,jinyibujiaqiangzaiyanfahechanyehuayingyongdexietong,zhubushixianshuangfangjishuyuchanpinderonghe,bingjijituidongchanpinzaibianyuanjisuan、chelianwang、wulianwangdengchangjingdeyingyong,shixiangengduoliangzianquanchanpindeluodi,gongtongtishengguochanliangzimimajishuchanyelianyingyongdehexinjingzhengli。

前瞻布局AI MCU 领域,新产品满足多场景AI算力需求

juyole groupbaogaoxianshi,2023nianquanqiuweikongzhiqi(mcu)shichangguimowei282yimeiyuan,yuji2030nianyouwangdadao582yimeiyuan。zhongguoshichangfangmian,2022nianzhongguomcushichangguimoyuewei390yiyuan,yuji2026nianjiangyouwangtupo500yiyuan。ersuizhezhinengjiaju、gongyezidonghua、yiliaoheqichedianzidenglingyudefazhan,shujubianyuancechuliqushirijianzengqiang,ai mcuzhujianchengweiwulianwanghebianyuanjisuandehexin,shichangqianlijuda。muqianquanqiumcuchangshangzhengtongguojishuchuangxinheshougou,jiasuai mcudeyanfaheyingyong,yimanzuriyizengzhangdeshichangxuqiu。

bianyuanaidexingqizeweizhongguomcugongyingshangtigonglexindefazhanjiyu。zuoweiyijiazaizizhukekongqianrushi cpu jishuyanfahechanyehuayingyonglingyushengengdeqiye,guoxinkejitiqianbuju,falimcu+lingyu,bingzaimcu+aijishulingyuqudexindechanpintupo。

sanjidu,guoxinkejiyuchanyelianshangxiayouqiyejinmihezuo,tuichulezhichishengchengshikongzhideduanceai mcuxinchanpinccr4001s,gaixinpianjiyuguoxinkejizizhurisc-vjiagouc*core cpuneiheyanfa,daiai npu,zhichizhinengkongzhisuanfayuzishiyingbianpinkongzhisuanfa,fuwuyuzhinengjiadian、gongyekongzhi、xinnengyuan、jiqirendenglingyudedianjibentikongzhijidianjihuanjingganzhijuece,anzhaogongyedengjijinxingshejiheshengchan,jubeigaokekaoxing。guoxinkejiai mcukeyiguangfanyongyugongyekongzhihexiaofeidianzidengxuyaoqingliangjiaisuanlixuqiudeyingyonglingyu,baokuogongyedianjikongzhihenenghaoyouhua、aichuanganqi、chanpinquexianjiance、fenjianjiqiren、huozaibaojingqiheyucexingweihudengyougaokekaoxingxuqiudechangjing。

ai mcuxinchanpindechenggongyanfa,youwangduiguoxinkejiweilaizaigailingyudeshichangtuozhanheyejichengzhangxingchanshengjijiyingxiang。diejiaciqianzaixinxianquanxiliechanpindeshenhoujichuhecheguijimcuchanpinqundequanmiantuozhan,guoxinkejiweilaiyouwangxingchengwoguojishulingxiandemcuchanpinshengtaijiqun,tongguohexinjishudeqianyiyingyong,tuozhangengduomcuchanpinyingyonglingyu。

tongguoyanfa、guanli、jingyingyuchanyelianhezuodeshengjiyutuijin,guoxinkejishixianlegongsidechixuzengzhang。suizhebuduanshenhuajishuyoushi、zengjinchanyelianshangxiayouhezuo,tebieshisuizheyixilieliangzixinxianquan、ai mcuchanpindeshichangluodihechuhuoguimobuduankuoda,womenyouliyouqidaiguoxinkejizaiweilaiqudegengjiayouxiudechengji。


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国芯科技三季度营收创新高,量子信息安全及AI MCU有望成为业绩新的驱动力

2024nian10yue30ri,suzhouguoxinkejigufenyouxiangongsifabu2024niansanjidubaogao,congbaogaoshujulaikan,shouyiyuxingyelihaojiqiyeqianzhanbushu,guoxinkejisanjidujiqiansanjiduyingshoutongchuangxingao。

图片来源: 图虫创意

2024nian10yue30ri,suzhouguoxinkejigufenyouxiangongsi(gupiaodaima:688262.sh,yixiajiancheng“guoxinkeji”)fabu2024niansanjidubaogao,congbaogaoshujulaikan,shouyiyuxingyelihaojiqiyeqianzhanbushu,guoxinkejisanjidujiqiansanjiduyingshoutongchuangxingao。

2024niansanjidu,guoxinkejidanjishouru20,818.26wanyuan,jiaoquniantongqizengzhang34.61%,danjiduhuanbishouruzengzhang151.34%,danjidushouruchuanglishixingao;yucitongshi,2024nian1-9yueshixianyingyeshouru46,958.02wanyuan,tongbizengzhang16.58%,chuangliniantongqixingao。chixuerwendingdeyanfazijintouruyouxiaoquebaoleguoxinkejideyanfaxiangmuanqiwancheng,xinchanpinluxutuichu。2024nian1-9yue,guoxinkejitouruyanfafeiyong22,540.12wanyuan,jiaoshangniantongqizengjia4787.19wanyuan,tongbizengzhang26.97%。qizhong,sanjidutouruyanfafeiyongji8127.10wanyuan,jiaoshangniantongqizengjia1380.80wanyuan,tongbizengzhang20.47%,huanbizengzhang12.26%。

ciwai,jiehecaiwushuju,womenkeyifaxianjinnianqiansanjiduguoxinkejidexianjinliuzhuangkuangyoumingxiangaishan,yewulianghedingdanbaomanchongzu。2024nian1-9yueguoxinkejijingyinghuodongchanshengdexianjinliuliangjinge3,686.30wanyuan,shixianyoufuzhuanzheng,xianshiguoxinkejideyewuhuodongwenjianfazhan、zijinguankongnengliyucaiwuwenjianxingdedaolemingxianjiaqiang。jiezhi2024nian9yue30ri,guoxinkejidehetongfuzhaiwei5.8yiyuan,zheiyexianshiguoxinkejimuqianyewulianghedingdanbaomanchongzu,gexiangyewuzhengzaiwenjiantuijinzhong。

muqian,guoxinkejizhongdiantuozhanqichedianzimcuxinpianyewu,2024nianqiansanjiduqichedianzixinpianyewushixianshouru4,500duowanyuan,dadaoqunianquannianshuiping;qichedianzixinpianqiansanjiduleijichuhuoliangyeyijiejinqunianquannianshuiping。dingzhixinpianyewuchengxianwenjianzengzhangtaishi,guoxinkejidingzhixinpianyewuzairengongzhinenghexianjinjisuanlingyushixiankuaisuzengzhang。yucitongshi,guoxinkejijijizhuizongkejizuiqianyan,zailiangzixinxianquan、ai mcudenglingyuyechixuqudechanpinjishichangtupo,zhidewomenzhongdiandeguanzhu,gaixiangyewuyouwangchengweiguoxinkejiyejixindequdongli。

丰富量子安全产品矩阵,构建信息安全生态圈

zaishuzihuashidai,xinxianquanshiqiyenaizhiguojiaanquandejishi。ersuizheliangzijisuandefazhan,chuantongjiamifangfajiangmianlintiaozhan,liangzianquanxinpianjimozuyouzhuyubaohushujuanquan、tuidongliangzitongxin、liangzijisuandengxinxingchanyedefazhan,shiquanqiukejijingzhengdexingaodi。

muqian,guoxinkejiyichengweiguoneilingxiandexinchuanghexinxianquanxinpianjimozuyanfaqiye,bingbuduanfengfuliangzianquanchanpinxian。jinnian,guoxinkejishixianleliangzianquanmozuchanpinde“shangxin”,tuichudeliangzianquanukey、liangzianquanpci-emimaka,liangzianquanmini pci-emimaka,keshiyongyupkirenzheng、shuziqianming、shuju(shishi)jiajiemidengchangjing,zaidianli、jinrong、jiaotong、jiaoyu、yiliaodenglingyuyouguangfandeyingyongqianjing,liangzianquanxinpianchanpinyishixianduiwaigonghuo。guoxinkejimuqianyixiangguoneiliangzixinxianquanlingyudeduojiachangshangkaizhanchanpinxiaoshou,baokuozhongdianxinliangzi、wentianliangzihehefeiguizhendeng,liangzixilieyouwangchengweiweilaixinxianquanyewudeyouyiqiangjingyinqing。

yucitongshi,guoxinkejichixuzheligoujianliangzijishushengtaiquan。guoxinkejiyijingyuliangzilingyudezhimingqiyeanhuiwentianliangzijicangugongsihefeiguizhenfenbiezujianleliangzixinpianlianheshiyanshi。yituoshangshulianggeliangzixinpianlianheshiyanshi,guoxinkejiyushangshuhezuohuobanzaiwulianwang、yunjisuan、xianjincunchu、zhinengzhongduandenglingyu,lianhekaizhanliangzixinpiandeyanfahechanyehuagongzuo,shixianlexinchuanghexinxianquanxinpiandiedaishengji。zaicijichushang,2024nianguoxinkejixianhouyuguoxinliangzi、tulingliangzi、zhijiangliangzihexinanshijidengduojiaxingyeneilingxianqiyeqianshuzhanlvehezuoxieyi,jinyibujiaqiangzaiyanfahechanyehuayingyongdexietong,zhubushixianshuangfangjishuyuchanpinderonghe,bingjijituidongchanpinzaibianyuanjisuan、chelianwang、wulianwangdengchangjingdeyingyong,shixiangengduoliangzianquanchanpindeluodi,gongtongtishengguochanliangzimimajishuchanyelianyingyongdehexinjingzhengli。

前瞻布局AI MCU 领域,新产品满足多场景AI算力需求

juyole groupbaogaoxianshi,2023nianquanqiuweikongzhiqi(mcu)shichangguimowei282yimeiyuan,yuji2030nianyouwangdadao582yimeiyuan。zhongguoshichangfangmian,2022nianzhongguomcushichangguimoyuewei390yiyuan,yuji2026nianjiangyouwangtupo500yiyuan。ersuizhezhinengjiaju、gongyezidonghua、yiliaoheqichedianzidenglingyudefazhan,shujubianyuancechuliqushirijianzengqiang,ai mcuzhujianchengweiwulianwanghebianyuanjisuandehexin,shichangqianlijuda。muqianquanqiumcuchangshangzhengtongguojishuchuangxinheshougou,jiasuai mcudeyanfaheyingyong,yimanzuriyizengzhangdeshichangxuqiu。

bianyuanaidexingqizeweizhongguomcugongyingshangtigonglexindefazhanjiyu。zuoweiyijiazaizizhukekongqianrushi cpu jishuyanfahechanyehuayingyonglingyushengengdeqiye,guoxinkejitiqianbuju,falimcu+lingyu,bingzaimcu+aijishulingyuqudexindechanpintupo。

sanjidu,guoxinkejiyuchanyelianshangxiayouqiyejinmihezuo,tuichulezhichishengchengshikongzhideduanceai mcuxinchanpinccr4001s,gaixinpianjiyuguoxinkejizizhurisc-vjiagouc*core cpuneiheyanfa,daiai npu,zhichizhinengkongzhisuanfayuzishiyingbianpinkongzhisuanfa,fuwuyuzhinengjiadian、gongyekongzhi、xinnengyuan、jiqirendenglingyudedianjibentikongzhijidianjihuanjingganzhijuece,anzhaogongyedengjijinxingshejiheshengchan,jubeigaokekaoxing。guoxinkejiai mcukeyiguangfanyongyugongyekongzhihexiaofeidianzidengxuyaoqingliangjiaisuanlixuqiudeyingyonglingyu,baokuogongyedianjikongzhihenenghaoyouhua、aichuanganqi、chanpinquexianjiance、fenjianjiqiren、huozaibaojingqiheyucexingweihudengyougaokekaoxingxuqiudechangjing。

ai mcuxinchanpindechenggongyanfa,youwangduiguoxinkejiweilaizaigailingyudeshichangtuozhanheyejichengzhangxingchanshengjijiyingxiang。diejiaciqianzaixinxianquanxiliechanpindeshenhoujichuhecheguijimcuchanpinqundequanmiantuozhan,guoxinkejiweilaiyouwangxingchengwoguojishulingxiandemcuchanpinshengtaijiqun,tongguohexinjishudeqianyiyingyong,tuozhangengduomcuchanpinyingyonglingyu。

tongguoyanfa、guanli、jingyingyuchanyelianhezuodeshengjiyutuijin,guoxinkejishixianlegongsidechixuzengzhang。suizhebuduanshenhuajishuyoushi、zengjinchanyelianshangxiayouhezuo,tebieshisuizheyixilieliangzixinxianquan、ai mcuchanpindeshichangluodihechuhuoguimobuduankuoda,womenyouliyouqidaiguoxinkejizaiweilaiqudegengjiayouxiudechengji。

未经正式授权严禁转载本文,侵权必究。