Rockchip(SH:603893) Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-10-15 15:46Core Viewpoint - The company, Rockchip Electronics Co., Ltd., expects a significant increase in net profit for the first three quarters of 2025, driven by growth in the AIoT market and strategic advancements in its product offerings [1][3]. Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders of the parent company between 760 million and 800 million yuan for the first three quarters of 2025, representing an increase of 408.29 million to 448.29 million yuan, or a year-on-year growth of 116% to 127% [3][4]. - The expected net profit, excluding non-recurring gains and losses, is projected to be between 735 million and 775 million yuan, with an increase of 391.54 million to 431.54 million yuan, translating to a year-on-year growth of 114% to 126% [3][4]. Group 2: Previous Year Performance - For the same period last year, the net profit attributable to shareholders of the parent company was 351.71 million yuan, and the net profit after excluding non-recurring gains and losses was 343.46 million yuan [4]. Group 3: Reasons for Performance Change - The growth in net profit is attributed to the sustained demand in the AIoT market, benefiting from continuous iterations of AI technology and the expansion of application scenarios [6]. - The company's strategic layout is progressing as expected, with flagship products like RK3588 penetrating various markets, including automotive electronics and industrial applications, leading to rapid revenue growth [6]. - A shift from DDR4 to DDR5 memory chips due to supply shortages and price surges has temporarily affected demand, but the company expects continued rapid growth following this adjustment [6].