Goke(SZ:300672) Zheng Quan Shi Bao Wang·2025-10-27 14:28Core Insights - The company reported a revenue of 1.172 billion yuan for the first three quarters of 2025, a year-on-year decrease of 2.50%, with a net profit attributable to shareholders of 7.4054 million yuan, which, when excluding share-based payment expenses, amounts to 25.8953 million yuan [1] - In Q3, the company achieved a revenue of 431 million yuan, reflecting a significant year-on-year growth of 22.60, although it recorded a net loss of 12.7173 million yuan, indicating a substantial narrowing of losses [1] - The company maintained high investment in R&D, with R&D expenses reaching 518 million yuan, a year-on-year increase of 0.09%, accounting for 44.24% of total revenue [1] Product Strategy - The company has established a dual strategy in the AI vision sector, focusing on both "high-end" and "affordable" products [2] - The affordable black light AOV visual processing chip GK7206V1 series has been mass-produced and integrated into the supply chains of leading companies in traditional security and consumer electronics [2] - The GK7206V1 chip features low power consumption, a round owl AI ISP engine, and supports AOV and quick start functions, achieving impressive AI noise reduction performance [2] Product Development - The company has developed a differentiated matrix of 4K AI vision chips, including the GK7206V1 and GK7606V1, to provide comprehensive AI vision solutions [3] - The newly launched GK7203V1 series IPC chip features a dual-core architecture and is designed for various applications, including consumer cameras and drones, aiming to enhance cost-effectiveness in the consumer IPC market [3] - The company plans to deepen its "chip + algorithm + ecosystem" model to promote the widespread adoption of AI vision technology across various applications [3] Ecosystem Integration - The company has successfully mass-produced eight open-source HarmonyOS chip platforms, covering multiple fields such as smart home and commercial display [4] - Several chips have received "first" certification from HarmonyOS, with the GK7206V1 achieving a record of 70 days from chip return to OpenHarmony 5.1 certification [4] - The company aims to strengthen its role in the open-source HarmonyOS ecosystem and collaborate with industry partners to promote its development [4]