Core Insights - The company reported a total revenue of 4.402 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 36.8%, significantly surpassing last year's growth rate [1] - Gross profit reached 1.621 billion yuan, with a year-on-year increase of 20.1%, indicating a notable improvement compared to the previous year's growth [1] - The gross profit margin stood at 36.8%, remaining stable, with the company achieving its first quarterly profit in Q3 [1] Business Expansion - The company has captured numerous new business opportunities across key industries such as energy, manufacturing, finance, and retail, driven by the urgent demand for practical AI applications from enterprise clients [1] - The core product, the Prophet AI platform, experienced explosive growth, generating 3.692 billion yuan in revenue, a year-on-year increase of 70.1%, which accelerated the company's overall performance [1] Investment in Domestic Computing Power - The company has invested in leading domestic GPU manufacturers, holding over 9% of Hangzhou Xiwang Chip Technology Co., and strategically investing in Shanghai Tensu Zhixin Semiconductor Co. through its subsidiary fund [2] - The launch of ModelHub XC and the core AI engine system EngineX aims to enable deep, efficient, and stable collaboration between domestic computing power and large models, maximizing the conversion of hardware computing potential into visible business value [2] - The platform has already certified over a hundred models, with plans to expand to thousands within six months and tens of thousands within a year [2] AI Software Era - The company is responding to the government's initiative to promote the integration of AI across various industries, marking the arrival of the AI-as-software era [3] - By utilizing an "AI Agent + World Model" approach, the company aims to simplify traditional business processes and software architectures, driving decision-making through a unified AI brain [3] - The company has achieved 103 benchmark users, with an average revenue contribution of 25 million yuan per user, reflecting a year-on-year growth of 71.4% [3] Consumer Electronics Development - The Phancy consumer electronics business has been actively developing AI capabilities in smart terminals, facilitating the transition of consumer electronics into consumer goods [4] - The company has launched AI smart glasses equipped with a 13-megapixel camera and is collaborating with brands like AOC to enhance AI-enabled wearable devices [4] - Future collaborations with diverse brands, including Lamborghini and Maserati, are planned to introduce co-branded products, showcasing the company's commitment to innovation in the AI space [4]
范式公布2025年前三季度业绩：总收入同比增长36.8% 首次实现单季度盈利