汽车电子等领域渗透加速,瑞芯微1-9月净利润同比预增116%至127%

Core Viewpoint - The company, Rockchip Electronics Co., Ltd., anticipates significant growth in net profit for the first three quarters of 2025, driven by increasing demand in the AIoT market and strategic product advancements [2][3]. Group 1: Financial Performance - The company expects net profit attributable to shareholders to be between 760 million yuan and 800 million yuan, representing an increase of 408.29 million yuan to 448.29 million yuan year-on-year, which translates to a growth of 116% to 127% [2]. - The projected net profit after deducting non-recurring gains and losses is estimated to be between 735 million yuan and 775 million yuan, reflecting an increase of 391.54 million yuan to 431.54 million yuan year-on-year, corresponding to a growth of 114% to 126% [2]. Group 2: Growth Drivers - The growth in the AIoT market is attributed to the continuous iteration of AI technology and the expansion of application scenarios, with Rockchip's flagship product RK3588 leading the penetration into automotive electronics, machine vision, industrial applications, and various robotics markets [3]. - Despite a temporary slowdown in demand due to the transition from DDR4 to DDR5 storage chips, the company anticipates continued rapid growth in the upcoming quarters [4].