芯片首富，豪捐62亿元

作者：商业人物发布时间：2024-10-30

{"navigator":{"userAgent":"YisouSpider"},"theme":"default","isSpider":true,"articleDetail":{"isPureReading":false,"renderPureReading":false,"showPurereading":false,"scrollToCommentBox":false,"loginModalShow":false,"companyFormMsg":"","showtextFormTrue":false,"articleDetailData":{"code":0,"data":{"itemId":3013658747532422,"widgetTitle":"芯片首富，豪捐62亿元","summary":"打了一场翻身仗。","author":"商业人物","authorId":6046047,"authorFace":"https://img.36krcdn.com/hsossms/20240311/v2_bc32aff501d0483dabb0df7361479e01@000000_oswg17407oswg640oswg640_img_000?x-oss-process=image/resize,w_300","authorRoute":"detail_author?userId=6046047","publishTime":1730246580377,"widgetContent":"\n \n \n

芯片首富虞仁荣，转运了。

市场方面，他熬过了寒冬。今年芯片行业回暖，他所创立并实控的韦尔股份业绩实现大爆发，前三季度其净利润同比增长544%以上至23.75亿元。股价方面，公司一扫颓势，36天涨幅趋近30%。

投资领域，也建树颇丰。他投向半导体领域的私募基金，至少有10只。个人直接投资的中科飞测已上市，集成电路封测厂商新恒汇去年已过会。通过投资获得的账面财富，估计不菲。

比起会赚钱，他更为外界称道的是对财富的使用。10月份，除了公司爆赚外，让公众更加感知的是他的慈善大手笔。他宣布捐赠所持2500万股公司股票，用于兴建“宁波东方理工大学”（暂定名）。按照韦尔股份目前股价计算，这些股票市值超过了28亿元。至此，虞仁荣2024年的捐赠数额已超过何享健、雷军、段永平等人，成为今年的中国首善。

虞仁荣的投资办大学之举，始于2020年底。当时，韦尔股价突破200元高位，他宣布个人将捐资200亿，兴建一所新型研究型大学“宁波东方理工大学”（暂定名）。次年11月，他进一步追加捐赠100亿。数据显示，自2023年以来，虞仁荣已经前后四次捐赠其所持的韦尔股份，合计价值约62亿元。

从行业首富到中国首善，虞仁荣成为这几年最受公众好评的企业家之一。

虞仁荣今年58岁，身上有几个耀眼的标签：中国芯片行业最能赚钱的人、清华大学无线电系85级校友、财富速度增长最快富豪之一。2018年他的个人资产才仅为83.5亿元，两年后便翻了6倍。等到2022年，他的个人财富已达950亿元。这两年来，虞仁荣的身价虽因股市市场表现而缩幅不小，但依旧稳坐行业首富宝座。

身处最火热的风口行业、财富迅速爆炸、善名远播，运势似乎都集中在一人身上。的确，会“运势”是虞仁荣身上的关键词之一。人生初期，他赶上了两波时代红利：知识改变命运与电子行业的黄金时期。

虞仁荣出生于浙江省宁波市镇海区钟包村，大名鼎鼎的“华人船王”包玉刚和他是同村。据报道，1984年包玉刚回乡省亲，并捐巨资2000万美元创办宁波大学时，少年虞仁荣便站在夹道欢迎的人群中，经商致富、回报乡梓的念头从此被种下。

通过发奋读书，他考入清华无线电系85级。这个班级的成员，后来支撑起了中国芯片领域的半壁江山，在上世纪混沌未开的中国半导体领域搅动风云，诞生了无数脍炙人口的故事。紫光集团董事长赵伟国、兆易创新创始人之一舒清明、卓胜微电子联合创始人冯晨晖、格科微电子创始人赵立新、燧原科技创始人赵立东，都是这届校友。

毕业后虞仁荣做过工程师，干过6年销售，32岁创立北京华清兴昌公司，8年时间成为北京最大的电子元器件分销商，年利润超过千万美元。后于2007年成立了韦尔股份，半导体产品研发与分销两条腿走路。

集成电路是个资金和技术密集型行业，光靠内生发展，很难在短时间内有亮眼发展。为迅速壮大规模，虞仁荣开启了一系列的资本运作之路，业务拓展至SoC、射频芯片以及CMOS图像传感器等领域。

这其中，对全球第三大CIS芯片企业——豪威的收购最具标志性。这笔交易的作价高达120多亿，而彼时韦尔的市值仅80多亿，利润只有1.37亿。虞仁荣却奇迹般通过增发股份+支付现金的方式，完成了这场“蛇吞象”。

后续，中美芯片博弈升级，芯片设计的国产化替代成为大势所趋，韦尔股份成为受益者之一，净利润从2018年的1.45亿飙升到2020年的27.06亿。韦尔股份的股价一度从2019年的不足30元，飙升到2021年超过340元的高点。之后，韦尔股份又陆续入股北京君正、恒玄科技、华大九天、华勤技术等A股半导体上市公司，几乎将半导体产业链一网打尽。

韦尔股份顺时借势快速做大之后，也经历了一段业绩低迷期。图像传感器业务一直是韦尔股份的核心收入来源，长期贡献70%以上的营收。2021年下半年起，全球智能手机出货量放缓，直接导致图像传感器需求的减少，从而拖累了韦尔股份的整体业绩。2022年上半年，韦尔营收和净利润双双出现下滑，公司股价从之前高点下跌近70%。外界一度出现不看好的声音。

为应对市场变化，虞仁荣这两年一方面降价促销，清理库存以降低运营成本，另一方面重新梳理产品线，手机、汽车双线布局。反映到财报上，这一变化尤为明显。

比如2017年韦尔股份年报显示，其半导体代理销售业务营收占比为70%，半导体设计及销售占比30%。等到2023年，其半导体设计销售营收占比一跃变成86%。产品端，则开始主攻高端化旗舰手机主摄应用，实现量产交付，并且迅速推出适用于汽车自动驾驶系统的车载图像传感器。去年其CIS业务里，来自汽车市场的收入同比增长25%。

市场需求复苏，外加技术不断创新，虞仁荣算是打了一场翻身仗。

但值得注意的是，尽管公司业绩一直不错，但虞仁荣之所以能够撬动如此巨大的业务与财富版图，离不开对资本的极致运作。2021-2022年，他曾减持1390万股，套现22.07亿。今年1-5月，他发起6次质押，合计5344万股。截至今年6月15日，虞仁荣及其一致行动人共有2.32亿股被质押，占其持有公司股份总数的53.51%。

这一定程度上说明，虽然公司很赚钱，但虞仁荣依旧有极强的资金需求，毕竟对相关产业链的投资需要巨额资金。

他的慈善事业，也有赖于公司在股市上的表现。他宣布总共捐赠300亿办学的时候，正值韦尔股份股价接近300元之际，如今韦尔的股价约在110元左右，这也意味着，虞仁荣极有可能要捐出超过他最初预计的股票数量。

而无论办高校还是深耕半导体行业，都绝非一朝一夕之功。虞仁荣还有很多硬骨头要啃。作为行业老兵，他还得做好耐住寂寞的准备。

本文来自微信公众号“商业人物”，作者：陈思美，36氪经授权发布。

\n \n","sourceType":"contribution","hasBanEclub":0,"popinImage":"https://img.36krcdn.com/hsossms/20241030/v2_082da15d5c4c4846b020235f2bec42e9@1743780481_oswg781617oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","userType":3,"companyCertifyNick":"商业人物官方企业号"}},"articleRecommendData":{"hasPraise":0,"hasCollect":0,"statPraise":5,"statComment":0,"statCollect":0,"statArticle":61,"authorId":6046047,"authorName":"商业人物","authorTitle":"特邀作者","authorFace":"https://img.36krcdn.com/hsossms/20240311/v2_bc32aff501d0483dabb0df7361479e01@000000_oswg17407oswg640oswg640_img_000?x-oss-process=image/resize,w_300","authorSummary":"TA没有写简介，但内敛也是一种表达","authorRoute":"detail_author?userId=6046047","newestItemList":[{"itemId":3013658747532422,"itemTitle":"芯片首富，豪捐62亿元","itemContent":"打了一场翻身仗。","publishTime":1730246580377,"itemRoute":"detail_article?itemId=3013658747532422"},{"itemId":3007084579218182,"itemTitle":"无锡前首富，重金鼓励员工生娃","itemContent":"是钱的问题，也不全是钱的问题。","publishTime":1729811725037,"itemRoute":"detail_article?itemId=3007084579218182"},{"itemId":3003821026292868,"itemTitle":"卤味首富，不好当","itemContent":"得尽快拿出脱困的办法了。","publishTime":1729640365579,"itemRoute":"detail_article?itemId=3003821026292868"}],"nextItem":{"itemId":3013737648927877,"itemTitle":"今夜，小米加入苹果全家桶","itemContent":"小米抛出AI王炸！超级小爱登场，小米15全面硬刚苹果。","publishTime":1730246553832,"authorId":453363432,"itemRoute":"detail_article?itemId=3013737648927877"},"hasFollow":0,"hasCanFollow":1,"userType":3,"hasStation":1,"hasCommentShield":0,"relateArticleList":[{"itemId":3013047653017095,"widgetImage":"https://img.36krcdn.com/hsossms/20241029/v2_4aea72fb58804bd9b1729324e743b227@1743780481_oswg509841oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"为Apple Intelligence做好准备，M4芯片iMac突然发布","author":"品玩","authorName":"品玩","route":"detail_article?itemId=3013047653017095"},{"itemId":3012953110148228,"widgetImage":"https://img.36krcdn.com/hsossms/20241029/v2_e588aff7990341cfb1c4b192bde69aa5@1743780481_oswg851933oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"星辰一号官宣，吉利加码自研芯片，全栈自研成高阶智驾的门票？","author":"电车通","authorName":"电车通","route":"detail_article?itemId=3012953110148228"},{"itemId":3012991022720514,"widgetImage":"https://img.36krcdn.com/hsossms/20241029/v2_a9476a4b710e469493e7e52fd15f8f7b@1743780481_oswg864455oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"李书福再落子汽车芯片","author":"36氪的朋友们","authorName":"36氪的朋友们","route":"detail_article?itemId=3012991022720514"},{"itemId":3012201964549250,"widgetImage":"https://img.36krcdn.com/hsossms/20241028/v2_d93b1523af7f4ad5871de4b94b9b4fa5@1743780481_oswg611133oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"Arm和高通“翻脸”？真相并不复杂","author":"互联网那些事","authorName":"互联网那些事","route":"detail_article?itemId=3012201964549250"},{"itemId":3011922200847873,"widgetImage":"https://img.36krcdn.com/hsossms/20241028/v2_5fd5a2b3aaf14de39a6b025af36ecc58@46958_oswg615877oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"市值突破1万亿美元后，台积电给员工发了2亿多人民币，明年报价还要接着涨？","author":"AI前线","authorName":"AI前线","route":"detail_article?itemId=3011922200847873"},{"itemId":3012007789766146,"widgetImage":"https://img.36krcdn.com/hsossms/20241028/v2_d132198c3c7c4cd9a1d60babc2c0ecff@000000_oswg1411347oswg1536oswg722_img_000?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"光通信芯片，涨价","author":"半导体产业纵横","authorName":"半导体产业纵横","route":"detail_article?itemId=3012007789766146"},{"itemId":3011598429545986,"widgetImage":"https://img.36krcdn.com/hsossms/20241028/v2_8321c262a18d475da6fe51f33e39a236@1743780481_oswg1096393oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"芯片厂的“亲爹”又闹事，明年手机怕不是得涨价","author":"差评","authorName":"差评","route":"detail_article?itemId=3011598429545986"},{"itemId":3011589178385667,"widgetImage":"https://img.36krcdn.com/hsossms/20241028/v2_9eb7087d80f44ce0b8f8abb1cf0e5f90@1743780481_oswg479440oswg1053oswg495_img_png?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"光芯片需求翻倍，国产厂商谁能分羹？","author":"36氪的朋友们","authorName":"36氪的朋友们","route":"detail_article?itemId=3011589178385667"},{"itemId":3011538387248387,"widgetImage":"https://img.36krcdn.com/hsossms/20241028/v2_69b8a6178c0042b898edadedb842459d@000000_oswg1351023oswg1536oswg722_img_000?x-oss-process=image/resize,m_mfit,w_600,h_400,limit_0/crop,w_600,h_400,g_center","widgetTitle":"被GPU改变的芯片格局","author":"半导体行业观察","authorName":"半导体行业观察","route":"detail_article?itemId=3011538387248387"}]},"favoriteCount":0,"likeCount":5,"post_create":0,"theArticlefavStatus":false,"theArticlelikeStatus":false,"organArticleData":{"code":0,"data":{"organizationList":[]},"msg":"返回数据成功"},"enterprise":{},"latestArticle":{"articleLatestList":[{"id":3013721350435975,"title":"湖北富豪梁亮胜，不想要洁婷了"},{"id":3013722253046665,"title":"上上签创始人万敏炮轰e签宝“自封为王”，电子签行业格局生变？"},{"id":3014252580300293,"title":"8点1氪｜胖东来今年营收将破150亿；钟睒睒重回实时富豪榜“中国首富”；Meta承认Instagram画质与流量挂钩"},{"id":3013764332102915,"title":"大曲率屏幕暂别旗舰机，但为中端机带来了新看点"},{"id":3013764257621507,"title":"爱奇艺效仿奈飞盯上“共享党”，但真的能如愿吗"},{"id":3013766860944263,"title":"又被曝吃出生肉，狂飙的塔斯汀遭遇“急刹”"},{"id":3013759376876806,"title":"4499的小米15和81万的SU7 Ultra，雷军又打出「极致」牌"},{"id":3014153511806208,"title":"中国经济第一省，突然失速？"},{"id":3013653493065221,"title":"陪中年人入睡的，只有郭德纲的相声"},{"id":3013653185275138,"title":"谷圈周边TOP20：植物大战僵尸卡牌等产品热卖"}]},"articleKeywords":{"tagList":[]},"articleHotTags":{"tagRecomList":[{"id":8214,"name":"钛酸锂电池"},{"id":8215,"name":"氢能汽车"},{"id":8216,"name":"磷酸铁锂"},{"id":8217,"name":"三元"},{"id":8218,"name":"燃料电池汽车"},{"id":8219,"name":"寡头垄断"},{"id":8220,"name":"行业集中度"},{"id":8221,"name":"垄断竞争"},{"id":8222,"name":"盈利能力指标"},{"id":8223,"name":"购车"},{"id":8224,"name":"侃爷"},{"id":8225,"name":"玩中学"},{"id":8226,"name":"武汉货架"},{"id":8227,"name":"广州货架"},{"id":8228,"name":"成都专业口腔诊所设计"},{"id":8229,"name":"正畸拔牙"},{"id":8230,"name":"牙医管家"},{"id":8231,"name":"口腔护理"},{"id":8232,"name":"牙科"},{"id":8233,"name":"正畸"},{"id":8234,"name":"茄子云"},{"id":8235,"name":"茄子云诊所"},{"id":8236,"name":"新氧app"},{"id":8237,"name":"红米新机"},{"id":8238,"name":"三星 note5"},{"id":8239,"name":"华为畅享7"},{"id":8240,"name":"荣耀7x"},{"id":8241,"name":"比原链"},{"id":8242,"name":"巨型机器人"},{"id":8243,"name":"杨林科"}]},"articleProjectCard":null,"articleTopAd":{}},"channel":[{"id":0,"key":"web_news","name":"最新","mark":"none","route":"nav_latest?subnavNick=web_news&subnavType=1"},{"id":1,"key":"web_recommend","name":"推荐","mark":"none","route":"nav_general?subnavNick=web_recommend&subnavType=1"},{"id":2,"key":"contact","name":"创投","mark":"none","route":"nav_general?subnavNick=contact&subnavType=1"},{"id":3,"key":"ccs","name":"财经","mark":"none","route":"nav_general?subnavNick=ccs&subnavType=1"},{"id":4,"key":"travel","name":"汽车","mark":"none","route":"nav_general?subnavNick=travel&subnavType=1"},{"id":5,"key":"AI","name":"AI","mark":"none","route":"nav_general?subnavNick=AI&subnavType=1"},{"id":6,"key":"technology","name":"科技","mark":"none","route":"nav_general?subnavNick=technology&subnavType=1"},{"id":7,"key":"innovate","name":"创新","mark":"none","route":"nav_general?subnavNick=innovate&subnavType=1"},{"id":8,"key":"shuzihua","name":"专精特新","mark":"none","route":"nav_general?subnavNick=shuzihua&subnavType=1"},{"id":9,"key":"enterpriseservice","name":"企服","mark":"none","route":"nav_general?subnavNick=enterpriseservice&subnavType=1"},{"id":10,"key":"happy_life","name":"消费","mark":"none","route":"nav_general?subnavNick=happy_life&subnavType=1"},{"id":11,"key":"real_estate","name":"城市","mark":"none","route":"nav_general?subnavNick=real_estate&subnavType=1"},{"id":12,"key":"web_zhichang","name":"职场","mark":"none","route":"nav_general?subnavNick=web_zhichang&subnavType=1"},{"id":13,"key":"qiyehao","name":"企业号","mark":"none","route":"nav_general?subnavNick=qiyehao&subnavType=1"},{"id":14,"key":"sensation","name":"红人","mark":"none","route":"nav_general?subnavNick=sensation&subnavType=1"},{"id":15,"key":"other","name":"其他","mark":"none","route":"nav_general?subnavNick=other&subnavType=1"}],"locationChannel":[{"id":0,"key":"guangdong","name":"广东","route":"nav_station?subnavNick=guangdong&subnavType=2"},{"id":1,"key":"jiangsu","name":"江苏","route":"nav_station?subnavNick=jiangsu&subnavType=2"},{"id":2,"key":"sichuan","name":"四川","route":"nav_station?subnavNick=sichuan&subnavType=2"},{"id":3,"key":"henan","name":"河南","route":"nav_station?subnavNick=henan&subnavType=2"},{"id":4,"key":"hubei","name":"湖北","route":"nav_station?subnavNick=hubei&subnavType=2"},{"id":5,"key":"anhui","name":"安徽","route":"nav_station?subnavNick=anhui&subnavType=2"},{"id":6,"key":"hainan","name":"海南","route":"nav_station?subnavNick=hainan&subnavType=2"},{"id":7,"key":"zhejiang","name":"浙江","route":"nav_station?subnavNick=zhejiang&subnavType=2"},{"id":8,"key":"xian","name":"陕西","route":"nav_station?subnavNick=xian&subnavType=2"},{"id":9,"key":"chongqing","name":"重庆","route":"nav_station?subnavNick=chongqing&subnavType=2"},{"id":10,"key":"qingdao","name":"山东","route":"nav_station?subnavNick=qingdao&subnavType=2"},{"id":11,"key":"hunan","name":"湖南","route":"nav_station?subnavNick=hunan&subnavType=2"},{"id":12,"key":"guizhou","name":"贵州","route":"nav_station?subnavNick=guizhou&subnavType=2"}],"locationStationNav":{"id":7,"key":"zhejiang","name":"浙江","route":"nav_station?subnavNick=zhejiang&subnavType=2"},"userInfo":null,"isCheckedUserInfo":false}