港股异动 | 傅里叶(03625)早盘涨近8% 总市值超150亿港元 公司为全球AI音频芯片龙头企业

智通财经
May 04

智通财经APP获悉,傅里叶(03625)早盘涨近8%,截至发稿,涨6.35%,报133.9港元,成交额1735.3万港元,总市值超150亿港元。

公开资料显示,傅里叶半导体是国内领先的感知智能芯片设计企业,采用Fabless轻资产运营模式,专注智能音频与触觉反馈芯片的研发、设计与销售,核心亮点突出,是国产替代赛道的标杆企业。按2024年出货量计算,公司在全球功放音频芯片领域稳居前三,中国市场排名第二,智慧屏专用音频芯片国内市占率第一,行业头部地位稳固。

业绩层面,公司保持高速增长态势,2024年营收同比增长136.3%,毛利率由负转正并提升至20%,净亏损大幅收窄,盈利拐点清晰可见。上市前公司已获得顺为资本、国家大基金旗下基金、闻泰、华勤等顶级财务资本与产业资本加持,产业协同效应显著,资本认可度处于行业第一梯队。

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