海信视像第二季度净利润同比增长36.82%

Core Viewpoint - Hisense Visual reported a significant increase in revenue and net profit for the first half of 2025, driven by advancements in AI technology and self-developed chips, positioning itself as a leader in the AI television market [1][2]. Financial Performance - The company's revenue for the first half of 2025 reached 27.231 billion yuan, a year-on-year increase of 6.95% - Net profit for the same period was 1.056 billion yuan, reflecting a year-on-year growth of 26.63% - The net profit after deducting non-recurring items increased by 26.56% to 0.812 billion yuan - The net cash flow from operating activities rose by 48.59% to 1.802 billion yuan [1]. Quarterly Performance - In Q2 2025, revenue grew by 8.59% to 13.855 billion yuan, with net profit increasing by 36.82% to 0.502 billion yuan - The net profit after deducting non-recurring items in Q2 rose by 36.67% to 0.360 billion yuan - In Q1 2025, revenue, net profit, and net profit after deducting non-recurring items increased by 5.31%, 18.61%, and 19.52% respectively [1]. Technological Advancements - The company has established an integrated AI capability system through self-developed chips, large model algorithms, and scenario-based applications, transitioning televisions from mere display devices to smart home hubs [1]. - Hisense Visual aims for comprehensive coverage in large-size display chips, focusing on high-end quality chip development and accelerating domestic chip production [2]. - The self-developed RGB color control AI quality chip H7 has been successfully mass-produced and applied in several mid-to-high-end television models, creating a differentiated market advantage [2]. Market Position - The company maintains a global leadership position in the television Tcon chip segment and has entered the top tier in the display Tcon chip segment [2]. - Hisense Visual is also expanding into the notebook computer Tcon chip market, high refresh rate and high resolution driver markets, OLED display market, and display SoC market [2]. LED Chip Industry - The company has made significant strides in the LED chip industry, with self-developed high-performance RGB-Mini LED backlight chips applied in RGB-Mini LED televisions, resulting in a revenue increase of approximately 400% in the backlight chip business [2]. - The Micro MIP chip has received mass production certification from leading companies in the display industry, while the Micro COG chip has achieved significant technological breakthroughs and is undergoing international customer certification [2].