Group 1 - Evert plans to acquire equity in Shengpu Co., with stock suspension starting January 27, 2026, expected to last no more than 10 trading days [5] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually for three years [5] - Sanxiang Bio has developed a CE-certified Nipah virus nucleic acid testing kit and a domestic research version, responding to the Nipah virus outbreak in India [9][10] Group 2 - Sangfor Health expects a Q4 net profit of approximately 2.5 billion yuan, a 1097% increase from the previous quarter, driven by a significant payment from Pfizer for the 707 project [2] - Puran Co. anticipates a Q4 net profit of about 1.46 billion yuan, a 696% increase from Q3, despite an annual decrease of approximately 29.89% [3][4] - Chip Source Micro expects a net profit of 52 million to 76 million yuan for 2025, a decrease of 62.53% to 74.36% year-on-year due to increased costs and reduced other income [6] Group 3 - Maide Medical forecasts a net profit of approximately 66.5 million yuan for 2025, marking a turnaround from losses in the previous year [7] - Ruixin Micro expects a net profit of 1.023 billion to 1.103 billion yuan for 2025, representing a growth of 71.97% to 85.42% year-on-year [8] - Qingda Environmental anticipates a net profit of 165 million to 190 million yuan for 2025, an increase of 77.47% to 104.36% year-on-year [10] Group 4 - Jiangxun Technology expects a net profit increase of approximately 86.44% for 2025, reaching around 156 million yuan [11] - Micron Bio anticipates a net profit of approximately 53.5 million yuan for 2025, achieving profitability after previous losses [11] - Blue Special Optics forecasts a net profit of 375 million to 400 million yuan for 2025, a growth of 70.04% to 81.38% year-on-year [13]

证券日报网讯1月26日，瑞芯微（603893）在互动平台回答投资者提问时表示，受益于AI技术不断迭代 和应用场景持续扩展，AIoT千行百业正在高速增长。公司始终聚焦边缘、端侧AI芯片，以长期高强度 的研发投入持续迭代核心技术和芯片产品，深耕千行百业的AIoT；同时也会密切关注契合公司战略、 对公司业务发展有协同效应的资产。 ...

Core Viewpoint - The company anticipates a slight growth slowdown in Q3 2025 due to DDR4 shortages and price increases, prompting some customers to transition to DDR5 storage solutions [1] Group 1: Company Performance - The company expects to achieve revenue between 4.387 billion and 4.427 billion yuan in 2025, marking a historical high [1] - Projected net profit for 2025 is estimated to be between 1.023 billion and 1.103 billion yuan, representing a year-on-year growth of 71.97% to 85.42% [1] Group 2: Market Trends - The ongoing shortages and price hikes in storage will not affect the long-term growth trend of the AIoT market [1] - The company remains optimistic about the robust upward trend of AIoT innovation, which is expected to counterbalance the negative impacts of storage price increases [1] Group 3: Product Development - The company is rapidly adapting to various storage solutions available in the market, creating a comprehensive list of storage support [1] - The RK3588 and RK3576 chips are among the few in the domestic market that support LPDDR5, providing flexible storage options for end customers [1]

Mergers and Acquisitions - Evert plans to acquire equity in Shengpu Co., with the stock suspended. Shengpu focuses on the R&D, production, and sales of precision fluid control equipment and core components, including automatic glue spraying machines and coating equipment [1] - Zijin Mining intends to acquire 100% equity of United Gold for 28 billion yuan, with United Gold holding gold resources of 533 tons as of the end of 2024 [1] - Dinglong Co. plans to acquire 70% equity in Haofei New Materials for 630 million yuan. Haofei is a leading domestic company in new lithium battery dispersants [1] External Investments and Daily Operations - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [2] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China, focusing on automotive fuel systems and cooling systems [2] - Changyuan Donggu received a notification letter for a designated sales project, with a total lifecycle sales amount expected to be between 2.2 billion and 3 billion yuan [2] Performance Changes - Rockchip expects a net profit of 1.023 billion to 1.103 billion yuan in 2025, representing a growth of 71.97% to 85.42% year-on-year, driven by rapid growth in AIoT computing platforms and breakthroughs in key product lines [3] - Duofuduo anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 308 million yuan in the previous year, benefiting from the rapid growth in demand for new energy vehicles and energy storage [3] - Lante Optics expects a net profit of 375 million to 400 million yuan in 2025, an increase of 70.04% to 81.38% year-on-year, supported by its core customer base and diversified product layout [4] - Litong Electronics forecasts a net profit of 270 million to 330 million yuan in 2025, a significant increase of 996.83% to 1240.57% year-on-year, attributed to improved profitability in computing business and reduced losses in manufacturing [4] - Suotong Development expects a net profit of 730 million to 850 million yuan in 2025, an increase of 167.98% to 212.03% year-on-year, driven by favorable market conditions and rising prices in the prebaked anode sector [4] - Chunzong Technology anticipates a net profit of 265 million to 290 million yuan in 2025, a growth of 208.86% to 238.00% year-on-year, with significant gains from investments in Muxi shares [4] - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, marking a turnaround from losses [5] - Gallen Electronics anticipates a net profit of 36 million yuan in 2025, also indicating a turnaround from losses [6]

Core Viewpoint - 瑞芯微电子预计在2025年实现显著的业绩增长，多个核心指标创下新高，受益于端侧AI市场的快速扩展和公司核心产品的市场突破 [1][4] Financial Performance - 瑞芯微预计2025年全年营业收入在43.87亿元至44.27亿元之间，同比增加12.51亿元至12.91亿元，增幅为39.88%至41.15% [4] - 归属于母公司所有者的净利润预计为10.23亿元至11.03亿元，同比增长71.97%至85.42%，新增利润额在4.28亿元至5.08亿元之间 [4] - 扣除非经常性损益后的净利润预计为9.93亿元至10.73亿元，同比增幅为84.44%至99.30% [4] Market Dynamics - 瑞芯微的业绩增长得益于端侧AI市场的快速扩容，AIoT市场进入高速发展周期，推动新兴智能硬件的涌现 [4] - RK3588和RK3576等核心产品在智能座舱、机器人和边缘计算等多个领域表现突出，支持LPDDR5存储方案 [4] Strategic Outlook - 瑞芯微在2026年确立"SoC+协处理器"双轨制战略，推进下一代旗舰SoC芯片及协处理器的研发，以把握即将爆发的端侧AI市场机会 [5] - 公司在汽车电子、机器人和机器视觉等重点产品线持续突破，并推出全球首颗3D架构端侧算力协处理器RK182X，为未来规模化落地奠定基础 [5]

Core Insights - The company expects a significant increase in revenue and net profit for the year 2025, with projected revenue between 4.387 billion to 4.427 billion yuan, representing a year-on-year growth of 39.88% to 41.15% [2] - The net profit attributable to shareholders is forecasted to be between 1.023 billion to 1.103 billion yuan, indicating a year-on-year increase of 71.97% to 85.42% [2] - The AIoT market is experiencing rapid growth, driven by innovations in edge AI technology, leading to upgrades in electronic products and the emergence of new smart hardware [2] Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses to be between 999 million to 1.073 billion yuan, with a year-on-year growth of 84.44% to 99.30% [2] - Despite challenges in the third quarter due to tight storage supply and price increases, the company adapted quickly and regained growth momentum in the fourth quarter [2] Product Development - The company launched the world's first 3D architecture edge computing co-processor, RK182X, aimed at addressing bandwidth and power consumption bottlenecks in large model deployment [2] - This new solution has gained wide market recognition and is being rapidly adopted across multiple industries and hundreds of customer projects, with expectations for large-scale product deployment by 2026 [2] Strategic Outlook - The company predicts a significant explosion in edge AI applications by 2026, with major opportunities in robotics and new productivity products across various sectors such as industry, agriculture, and services [3] - The company has established a dual-track strategy of "SoC + co-processor" and is accelerating the development of next-generation flagship SoC chips and multiple co-processors to embrace the AIoT 2.0 era [3]

人民财讯1月26日电，瑞芯微（603893）1月26日发布2025年业绩预告，预计2025年实现净利润10.23亿 元到11.03亿元，同比增长71.97%到85.42%。预计公司2025年实现营业收入43.87亿元到44.27亿元，同比 增长39.88%到41.15%。公司业绩增长主要得益于AIoT市场快速增长，报告期内，公司RK3588、 RK3576、RV11系列为代表的AIoT一系列算力平台快速增长；汽车电子、机器人、机器视觉、工业应用 等重点产品线持续突破。 ...

2025年，AIoT市场快速增长。端侧AI技术创新可以重塑各行各业电子产品、为用户带来全新体验，各 类新兴智能硬件层出不穷，千行百业的AIoT迈入高速发展周期。三季度以来，受DDR缺货、涨价影 响，部分客户存储方案转型导致短期增速略缓。作为应对，公司快速适配市面上多类型存储方案，形成 广泛的存储支持列表；同时，RK3588、RK3576是国内同档位少数能支持LPDDR5的芯片，为终端客户 提供灵活的存储方案选择。存储的缺货、涨价不影响AIoT市场长期增长趋势，在四季度增速已经恢 复。 格隆汇1月26日丨瑞芯微(603893.SH)公布，公司预计2025年年度实现营业收入43.87亿元到44.27亿元， 同比增长39.88%到41.15%。预计2025年年度实现归属于母公司所有者的净利润10.23亿元到11.03亿元， 同比增长71.97%到85.42%。预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润9.93 亿元到10.73亿元，同比增长84.44%到99.30%。 ...

证券代码：603893 证券简称：瑞芯微 公告编号：2026-002 瑞芯微电子股份有限公司 2025 年年度业绩预告 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法律责任。 重要内容提示： 瑞芯微电子股份有限公司（以下简称"公司"）预计 2025 年年度实现营 业收入 438,700 万元到 442,700 万元，与上年同期相比，将增加 125,063 万元至 129,063 万元，同比增长 39.88%到 41.15%。 预计 2025 年年度实现归属于母公司所有者的净利润 102,300 万元到 110,300 万元，与上年同期相比，将增加 42,814 万元至 50,814 万元，同比增长 71.97%到 85.42%。 预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益的净利 润 99,300 万元到 107,300 万元，与上年同期相比，将增加 45,461 万元至 53,461 万元，同比增长 84.44%到 99.30%。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 ...

报告期内，公司RK3588、RK3576、RV11系列为代表的AIoT一系列算力平台快速增长;汽车电子、机器 人、机器视觉、工业应用等重点产品线持续突破。公司预计实现营业收入43.87亿元～44.27亿元，再创 新高;实现净利润10.23亿元～11.03亿元，同比增长71.97%～85.42%。 瑞芯微（603893）(603893.SH)披露2025年年度业绩预告，公司预计2025年年度实现归属于母公司所有 者的净利润10.23亿元到11.03亿元，同比增长71.97%到85.42%。预计2025年年度实现归属于母公司所有 者的扣除非经常性损益的净利润9.93亿元到10.73亿元，同比增长84.44%到99.30%。 ...