Financial Performance - The company's revenue for Q3 2024 reached ¥911,004,357.30, representing a year-over-year increase of 51.36% and a quarter-over-quarter increase of 29.12%[4] - Net profit attributable to shareholders for Q3 2024 was ¥168,936,946.15, a significant year-over-year increase of 221.68% and a quarter-over-quarter increase of 46.75%[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses for Q3 2024 was ¥166,610,319.44, reflecting a year-over-year increase of 224.03%[2] - The company achieved a total revenue of ¥2,159,606,597.14 for the first three quarters of 2024, marking a year-over-year growth of 48.47%[4] - The net profit for the first three quarters of 2024 was ¥351,709,019.93, which is a year-over-year increase of 354.90%[4] - Net profit for the third quarter of 2024 was ¥351,709,019.93, compared to ¥77,316,426.84 in the same quarter of 2023, indicating a substantial increase of 354.5%[16] - The total comprehensive income for the third quarter of 2024 was CNY 351,686,554.50, compared to CNY 77,454,135.64 in the same period of 2023, representing a significant increase[17] Assets and Liabilities - The total assets at the end of Q3 2024 amounted to ¥3,897,988,159.21, an increase of 11.14% compared to the end of the previous year[3] - Total assets increased to ¥3,897,988,159.21 in Q3 2024, compared to ¥3,507,219,550.74 in Q3 2023, marking a growth of 11.1%[14] - Total liabilities rose to ¥526,899,808.41 in Q3 2024, up from ¥446,479,460.68 in Q3 2023, reflecting an increase of 18.0%[14] - The company's total equity reached ¥3,371,088,350.80 in Q3 2024, compared to ¥3,060,740,090.06 in Q3 2023, representing a growth of 10.1%[14] Cash Flow - The company reported a net cash flow from operating activities of ¥851,333,498.55 for the year-to-date, reflecting a year-over-year increase of 114.09%[2] - Cash flow from operating activities for the first three quarters of 2024 was CNY 851,333,498.55, compared to CNY 397,649,657.03 in the same period of 2023, indicating a strong improvement[19] - Cash inflow from operating activities totaled CNY 2,315,351,222.01 for the first three quarters of 2024, up from CNY 1,740,263,928.52 in 2023[18] - Cash outflow from operating activities was CNY 1,464,017,723.46 in the first three quarters of 2024, compared to CNY 1,342,614,271.49 in the same period of 2023[19] - The net cash flow from investing activities for the first three quarters of 2024 was -CNY 208,587,559.38, worsening from -CNY 88,038,175.55 in 2023[19] - The net cash flow from financing activities for the third quarter of 2024 was -CNY 85,912,170.69, compared to -CNY 92,856,885.13 in the same period of 2023[19] Shareholder Information - The total number of common shareholders at the end of the reporting period is 37,807[9] - The largest shareholder, Li Min, holds 157,679,892 shares, representing 37.70% of the total shares[9] - The company has no pledged, marked, or frozen shares among the top shareholders[9] - The top ten shareholders collectively hold a significant portion of the company's shares, with the largest holding being 37.70%[9] - The company has not reported any changes in the participation of major shareholders in margin trading or securities lending[10] Research and Development - The company introduced new products such as RK3576, RK2118, and RV1103B, which are expected to drive incremental value in the future[3] - Research and development expenses for the first three quarters of 2024 totaled ¥405,932,344.40, slightly up from ¥400,897,297.65 in 2023[16] Inventory and Receivables - Accounts receivable increased to ¥424,123,418.94 from ¥294,252,306.47 year-over-year[12] - Inventory decreased to ¥926,265,525.99 from ¥1,250,873,653.82 year-over-year[12] - Total current assets as of September 30, 2024, are ¥3,296,011,982.15, up from ¥2,853,127,598.17[12] - Non-current assets include fixed assets valued at ¥29,726,102.80, down from ¥40,433,289.19[12] Earnings Per Share - Basic and diluted earnings per share for the third quarter of 2024 were both CNY 0.84, up from CNY 0.19 in the third quarter of 2023[17]

关于瑞芯微电子股份有限公司 股票交易异常波动问询函的回复 瑞芯微电子股份有限公司: (以下无正文) (此页无正文,为《关于瑞芯微电子股份有限公司股票交易异常波动 问询函的回复》之签署页) 控股股东、实际控制人: _ 励民 2024年 10月 21 日 公司于2024年10月21日送达的《关于瑞芯微电子股份有限公司股票 交易异常波动问询函》已收悉。经认真核查,现就问询函中的相关事项 回复如下: 截至目前,本人作为公司的控股股东、实际控制人,不存在涉及公 司应披露而未披露的重大信息,未筹划与公司有关的重大资产重组、股份 发行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、重大业 务合作、引进战略投资者等重大事项。在本次公司股票交易异常波动期间, 本人不存在买卖公司股票的情形。 特此回复。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 证券代码：603893 证券简称：瑞芯微 公告编号：2024-063 瑞芯微电子股份有限公司 股票交易异常波动公告 重要内容提示： 瑞芯微电子股份有限公司（以下简称"公司"或"本公司"）股票于 2024 年 10 月 17 日、10 月 18 日、10 月 21 日连续 3 个交易日内日收盘价格涨幅偏离 值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动情形。 经公司自查并向公司控股股东、实际控制人核实，截至本公告披露日， 除公司已披露事项外，不存在应披露而未披露的重大信息。 请广大投资者理性投资，注意二级市场交易风险。 一、股票交易异常波动的具体情况 公司股票于 2024 年 10 月 17 日、10 月 18 日、10 月 21 日连续 3 个交易日内 日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关 规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项 ...

证券代码：603893 证券简称：瑞芯微 公告编号：2024-062 瑞芯微电子股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 会议召开时间：2024 年 10 月 28 日（星期一）下午 15:00-16:00 会议召开地点： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2024 年 10 月 21 日（星期一）至 10 月 25 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@rock-chips.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 瑞芯微电子股份有限公司（以下简称"公司"）将于 2024 年 10 月 23 日披 露《2024 年第三季度报告》，为便于广大投资者更全面深入地了解公司 2024 年 第三季度的经营成果、财务状况 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 91.42 CNY, unchanged from the previous rating [4][11]. Core Insights - The company's Q3 performance exceeded expectations, benefiting from the strong sales of flagship chips and comprehensive growth across AIoT product lines, with Q4 expected to maintain this growth trajectory [5][11]. - In Q3 2024, the company achieved a revenue of 911 million CNY, representing a year-on-year increase of 51.42% and a quarter-on-quarter increase of 29.18%, marking a record high for a single quarter [11]. - The net profit attributable to shareholders is projected to be between 157 million CNY and 177 million CNY, reflecting a year-on-year increase of 199.39% to 237.47% and a quarter-on-quarter increase of 36.57% to 53.95% [11]. - The company is a leading supplier of AIoT chips and is one of the few domestic players advancing to 8nm technology, justifying a valuation premium [11]. Financial Summary - The company forecasts EPS for 2024, 2025, and 2026 to be 1.06 CNY, 1.62 CNY, and 2.16 CNY respectively, with a projected average PE of 86 times for 2024 [11]. - The total revenue for 2024 is estimated at 3.275 billion CNY, with a year-on-year growth of 53.4% [12]. - The net profit attributable to shareholders is expected to reach 444 million CNY in 2024, a significant increase of 228.8% compared to 2023 [12]. Market Position and Product Development - The company is actively expanding its AIoT chip platform, with new products like RK3576, RK2118, and RV1103B being rapidly introduced and expected to contribute to growth in H2 2024 [11]. - The flagship product RK3588 is seeing increased production, with expectations for significant growth throughout 2024 compared to 2023 [11]. - The company is experiencing growth across various sectors, including consumer electronics, automotive, security, telecommunications, and industrial applications [11].

Investment Rating - The investment rating for the company is maintained at "Buy - A" [1]. Core Views - The company is expected to achieve record high revenue in Q3 2024, with a significant release of demand for multiple product models [1]. - The forecast for the first three quarters of 2024 indicates an estimated revenue of approximately 2.16 billion yuan, representing a year-on-year increase of about 48.50% [1]. - The net profit attributable to the parent company for the same period is projected to be between 340 million and 360 million yuan, reflecting a substantial year-on-year growth of approximately 339.75% to 365.62% [1]. - The company is benefiting from continuous growth in AIoT, particularly in automotive electronics and other markets, contributing to the expected revenue and profit increases [1][2]. Financial Performance Summary - For Q3 2024, the company anticipates revenue of approximately 911.4 million yuan, a year-on-year increase of about 51.42% and a quarter-on-quarter increase of about 29.18% [1]. - The net profit for Q3 is expected to be around 157.23 million to 177.23 million yuan, with a year-on-year growth of approximately 199.39% to 237.47% [1]. - The company’s revenue forecasts for 2024-2026 have been revised upwards, with expected revenues of 3.052 billion yuan, 4.014 billion yuan, and 5.198 billion yuan respectively [2]. - The net profit forecasts for the same period have also been adjusted to 520 million yuan, 782 million yuan, and 1.148 billion yuan respectively [2]. Business Development Insights - The company is experiencing a collective growth in demand across its AIoT product lines, with flagship products like the RK3588 series entering a demand release phase [2]. - The introduction of new product models such as RK3576, RK2118, and RV1103B is expected to enhance market share and drive future growth [2]. - The company is positioned as a leading domestic SoC manufacturer, with a promising outlook for growth driven by increasing computational demands in society [2].

千源证券 电子/半导体 公 司 研 究 瑞芯微（603893.SH） 2024 年 10 月 12 日 2024Q1-Q3 业绩预告高成长超预期，开启新一轮成 长周期 投资评级：买入（维持） ——公司信息更新报告 业绩预告超预期，新产品放量带来业绩增量，维持"买入"评级 2024 年前三季度业绩预告，2024Q1-Q3 公司预计 +48.50%；预计实现归母净利润：3.40~3.60 亿元， ；预计实现扣非归母净利润：3.30~3.50 亿元，预 2024Q3 单季度预计实现营收 9.11 亿元，预计同比 +51.42%+29.18%；预计实现归母净利润 1.57~1.77 亿元，预计同比 +199.39%~+237.47%，预计环比+36.57%~+53.95%；预计实现扣非归母净利润 1.53~1.73 亿元，预计同比+197.85%~+236.74%，预计环比+38.17%~+56.21%。 2024Q1-Q3，公司 AIoT 各产品线需求呈现群体性增长，受益于公司 AIoT 芯片 矩阵布局优势、公司 NPU 在 AI 算法实现上的技术优势、公司新产品 RK3576、 RK2118、RV1103B 在下 ...

Revenue Projections - The company expects to achieve approximately CNY 2.16 billion in revenue for the first three quarters of 2024, an increase of about CNY 705.46 million, representing a year-on-year growth of approximately 48.50%[2] - For Q3 2024, the company anticipates revenue of approximately CNY 911.40 million, reflecting a year-on-year increase of approximately 51.42% and a quarter-on-quarter increase of approximately 29.18%[2] Profit Projections - The projected net profit attributable to the parent company for the first three quarters of 2024 is between CNY 340 million and CNY 360 million, an increase of CNY 262.68 million to CNY 282.68 million, translating to a year-on-year growth of 339.75% to 365.62%[4] - In Q3 2024, the expected net profit attributable to the parent company is between CNY 157.23 million and CNY 177.23 million, showing a year-on-year increase of 199.39% to 237.47% and a quarter-on-quarter increase of 36.57% to 53.95%[4] - The net profit after deducting non-recurring gains and losses for the first three quarters of 2024 is projected to be between CNY 330 million and CNY 350 million, an increase of CNY 263.58 million to CNY 283.58 million, representing a year-on-year growth of 396.86% to 426.98%[4] - The company reported a net profit of CNY 77.32 million in the same period last year, indicating substantial growth in profitability this year[5] Product Development and Market Demand - The company has introduced new products such as RK3576, RK2118, and RV1103B, which are rapidly entering target markets and contributing to new revenue growth[6] - The company has seen significant demand growth across its AIoT product lines, leveraging its RK3588 series as a flagship product to enhance market share[6] Seasonal Trends and Risks - The third quarter is traditionally a peak season for the industry, contributing to record quarterly revenue and profit figures for the company[6] - The company emphasizes that the performance forecast is based on preliminary estimates and has not been audited by registered accountants, urging investors to be aware of investment risks[7]

证券代码：603893 证券简称：瑞芯微 公告编号：2024-060 瑞芯微电子股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 瑞芯微电子股份有限公司（以下简称"公司"或"本公司"）股票于 2024 年 9 月 30 日、10 月 8 日、10 月 9 日连续 3 个交易日内日收盘价格涨幅偏离值累 计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常 波动情形。 请广大投资者理性投资，注意二级市场交易风险。 一、股票交易异常波动的具体情况 公司股票于 2024 年 9 月 30 日、10 月 8 日、10 月 9 日连续 3 个交易日内日 收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并发函问 询了公司控股股东、实际控制人，现将有关情况说明如下： （一）生产经营情况 经公司自查，公司目前经营活动正常， ...

关于瑞芯微电子股份有限公司 公司于2024年10月9日送达的《关于瑞芯微电子股份有限公司股票 交易异常波动问询函》已收悉。经认真核查,现就问询函中的相关事项 回复如下: 截至目前,本人作为公司的控股股东、实际控制人,不存在涉及公 司应披露而未披露的重大信息,未筹划与公司有关的重大资产重组、股份 发行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、重大业 务合作、引进战略投资者等重大事项。在本次公司股票交易异常波动期间, 本人不存在买卖公司股票的情形。 特此回复。 (以下无正文) (此页无正文,为《关于瑞芯微电子股份有限公司股票交易异常波动 问询函的回复》之签署页) 控股股东、实际控制人:_ 励民 2024年 10月 9 日 股票交易异常波动问询函的回复 瑞芯微电子股份有限公司: ...