1Q25营收同比增长14%,碳化硅、IPM与MCU多维拓展

东方财富
29 May

斯达半导(603290)核心观点公司1Q25营收同比增长14%,利润环比修复。公司主要产品为IGBT、FRD、碳化硅为主的功率半导体芯片、单管和模块;24年受下游光伏客户去库存等因素影响,公司营收33.9亿元(YoY-7.4%),归母净利润5.08亿元(YoY-44.24%),行业竞争激烈价格下降,毛利率31.55%(YoY-5.95pct)。进入1Q25,随着光伏新品推出叠加行业竞争缓解,公司单...

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