芯原股份：2025年第二季度预计实现营业收入5.84亿元 环比增长49.90%

Core Viewpoint - The company expects significant revenue growth and improvement in profitability for the second quarter of 2025, driven by increased orders and substantial growth in intellectual property licensing fees and volume business revenue [1] Financial Performance - The company anticipates achieving approximately 584 million yuan in revenue for the second quarter of 2025, representing a quarter-on-quarter increase of 49.90% [1] - The expected order backlog by the end of the second quarter of 2025 is 3.025 billion yuan, which is a 23.17% increase compared to the end of the first quarter of 2025, marking a historical high [1] - Projected revenue from intellectual property licensing fees is 187 million yuan for the second quarter of 2025, reflecting a quarter-on-quarter growth of 99.63% and a year-on-year increase of 16.97% [1] - The anticipated revenue from volume business is 261 million yuan, with a quarter-on-quarter increase of 79.01% and a year-on-year growth of 11.65% [1] Profitability Outlook - The company expects continued improvement in profitability for the second quarter of 2025, with a significant reduction in quarterly losses compared to previous periods [1]