Core Viewpoint - The company, Chip Origin Co., Ltd. (688521.SH), reported a significant increase in new orders, indicating strong future revenue growth potential [2] Group 1: Order Growth - From October 1, 2025, to December 25, 2025, the company signed new orders amounting to 2.494 billion yuan, representing a substantial year-on-year increase of 129.94% compared to the fourth quarter of the previous year [2] - The new orders also showed a quarter-on-quarter growth of 56.54% compared to the third quarter of 2025 [2] - This marks a new historical high for single-quarter new orders, following record highs in the second and third quarters of 2025 [2] Group 2: Order Composition - A significant portion of the new orders in the fourth quarter is attributed to one-stop chip customization services [2] - Orders related to AI computing power accounted for over 84% of the new orders [2] - Orders in the data processing sector made up nearly 76% of the total new orders [2]
芯原股份:10月1日至12月25日新签订单24.94亿元 第四季度AI算力相关订单占比超84%