瑞芯微电子股份有限公司 2025年半年度业绩预告

Core Viewpoint - The company, Rockchip Electronics Co., Ltd., anticipates significant growth in its financial performance for the first half of 2025, driven by the expanding AIoT market and its strategic product positioning [2][7]. Financial Performance Forecast - The company expects to achieve approximately 204,500 million yuan in operating revenue for the first half of 2025, representing an increase of about 79,640 million yuan, or approximately 64% year-on-year [2][4]. - The projected net profit attributable to the parent company's owners is estimated to be between 52,000 million yuan and 54,000 million yuan, reflecting an increase of 33,723 million yuan to 35,723 million yuan, or a year-on-year growth of 185% to 195% [2][4]. - The net profit attributable to the parent company's owners, after deducting non-recurring gains and losses, is expected to be between 50,500 million yuan and 52,500 million yuan, indicating an increase of 32,815 million yuan to 34,815 million yuan, or a year-on-year growth of 186% to 197% [2][4]. Previous Year Performance - In the same period last year, the company reported operating revenue of 124,860 million yuan, a net profit attributable to the parent company's owners of 18,277 million yuan, and a net profit of 17,685 million yuan after deducting non-recurring gains and losses [5]. Growth Drivers - The growth in the first half of 2025 is attributed to the ongoing expansion of the AIoT market, with AI technology increasingly penetrating various applications. The company’s long-term strategic positioning in AIoT products has allowed it to capitalize on this growth, particularly in key sectors such as automotive, industrial control, machine vision, and robotics [7].