Goke(SZ:300672) Zheng Quan Ri Bao Wang·2025-08-29 05:45Core Viewpoint - Hunan Guoke Microelectronics Co., Ltd. reported a revenue of 741 million yuan and a net profit of 20.12 million yuan for the first half of 2025, indicating a year-on-year growth of 9.42% in net profit [1] Financial Performance - The company achieved a revenue of 741 million yuan and a net profit of 20.12 million yuan, with a non-recurring net profit of 8.65 million yuan, reflecting a year-on-year growth of 9.42% [1] - Research and development expenses reached 323 million yuan, accounting for 43.60% of total revenue [1] - The overall gross margin improved to 28.72%, an increase of 11.08 percentage points compared to the same period last year [2] Product Performance - Revenue from IoT series chip products reached 128 million yuan, a significant increase of 251.37% year-on-year, contributing 17.28% to total revenue with a gross margin of 41.07%, up 26.93 percentage points year-on-year [2] - In the smart vision product segment, sales revenue was 342 million yuan, accounting for 46.06% of total revenue, with a complete product matrix covering high, medium, and low-end products [3] - The ultra-high-definition smart display series chips generated sales of 247 million yuan, representing 33.38% of total revenue, with significant market penetration in the broadcasting and IPTV sectors [4] Strategic Initiatives - The company is focusing on AI edge computing AI SoC development, leveraging self-developed MLPU technology to enhance smart terminal applications [4][5] - Guoke Microelectronics is actively building an AI ecosystem, with partnerships covering major domestic model companies, aiming for a comprehensive AI SoC product launch by 2025 [5] - The recent government policy support for AI initiatives is expected to bolster the company's strategic implementation and market position [5]