A: Basic Information of the Company
Corporate Name: Suzhou Convert Semiconductor CO., LTD.
Stock Code: 688693.SH
Stock Abbreviation: 锴威特
Region: Jiangsu Province, Suzhou City
Industry: Semiconductor and Integrated Circuit
Establishment Date: January 22, 2015
Issue Price: 40.83 CNY
Company Website: http://www.convertsemi.com
Registered Address: Room 01, Building B2, Shazhou Lake Science and Technology Innovation Park, No. 10 Huachang Road, Yangshe Town, Zhangjiagang City, Jiangsu Province
Total Shares: 73,684,211 shares
Business Scope: Design, research and development, and sales of power semiconductors, and provide related technical services.
Company Profile: Suzhou Convert Semiconductor CO., LTD., established in 2015, is a high-tech enterprise focusing on the design, research and development, and sales of intelligent power semiconductor devices and power integrated circuits. The company is headquartered in the Economic and Technological Development Zone of Zhangjiagang City, Suzhou, with subsidiaries in Xi'an, and branches in Wuxi, Nanjing, and Shenzhen. The company adheres to the development concept of "independent innovation, aiding the localization of core chips" and the quality goal of "zero defect service". It focuses on the power semiconductor industry, adopts a dual-wheel drive strategy of power devices and power ICs, and aims to become a high-quality and reliable supplier of power semiconductors. With high product reliability and good parameter consistency, the company has quickly opened up the market in the segmented field. Its products are widely used in consumer electronics, industrial control, and high-reliability fields, and have formed nearly 700 products, including planar MOSFET, fast recovery high-voltage MOSFET (FRMOS), SiC power devices, and intelligent power ICs.
B: Value Investment Analysis
Key Financial Indicators :
The company's financial status shows that its total revenue and net profit have been growing steadily, indicating strong market competitiveness and profitability. The company's products are widely used in consumer electronics, industrial control, and high-reliability fields, which provides a broad market space and continuous growth momentum for the company.
The company insists on independent research and development and technological innovation, possessing a number of core technologies and patents, which gives the company a strong competitive edge in the market.
Company Investment Value:
As a high-tech enterprise focusing on the field of power semiconductors, Convert Semiconductor's investment value is mainly reflected in its technological innovation capabilities, broad market applications, and national policy support. Although the current net profit is negative, the company's growth potential and market prospects are still worth looking forward to in the long term. Investors should make rational investment decisions by comprehensively considering the company's financial situation, industry development trends, and international policy environment.
Company Growth Potential:
With the acceleration of semiconductor domestic substitution, Convert Semiconductor, with its technological accumulation in the field of power semiconductors, is expected to further increase its market share and achieve rapid growth.
The company is actively deploying in the field of third-generation semiconductor materials such as SiC, and is expected to make breakthroughs in emerging fields such as new energy vehicles and smart grids, providing new momentum for the company's long-term development.
Industry Support Policies:
The national support policies for the semiconductor industry, including tax incentives, funding support, and R&D subsidies, provide a favorable development environment for Convert Semiconductor and other semiconductor companies.
As the country places more emphasis on technological innovation, the introduction of related policies will further promote the development of the semiconductor industry, providing more market opportunities for Convert Semiconductor and other companies.
International Policy Risks:
The uncertainty of the international trade environment may affect the company's export business, but the company has reduced the risk of a single market through a diversified market strategy.
The company needs to pay close attention to changes in the international market, flexibly adjust market strategies, and respond to potential policy risks.
A.Top's Investment Review:
Convert Semiconductor, as a company with strong competitiveness in the field of power semiconductors, mainly reflects its investment value in its technological innovation capabilities, broad market applications, and national policy support. Although the current net profit is negative, indicating that the company may have non-recurring gains or losses in the near term, the company's growth potential and market prospects are still worth looking forward to in the long term. Investors should make rational investment decisions by comprehensively considering the company's financial situation, industry development trends, and international policy environment.