芯联集成:预计2025年营收同比增长约26%

Core Viewpoint - The company forecasts a revenue of approximately 8.19 billion yuan for 2025, representing an increase of about 1.681 billion yuan or a year-on-year growth of approximately 26% [1] - The expected net profit attributable to shareholders is around -577 million yuan, indicating a reduction in losses by about 385 million yuan or a year-on-year decrease in losses of approximately 40% [1] Financial Performance - The company anticipates a gross margin of about 6% for 2025, following a positive gross profit in 2024 [1] - The operational efficiency is expected to improve due to the effects of scale and optimization of product structure, leading to a gradual dilution of fixed costs such as depreciation and amortization [1] Strategic Initiatives - The company has established a technology solution system covering multiple application scenarios, driven by continuous core technology breakthroughs and innovation iterations [1] - Strategic cooperation with key customers in the industry chain is deepened to enhance product added value and market competitiveness, successfully driving rapid revenue growth in four core areas: AI, automotive, industrial control, and high-end consumption [1] Growth Outlook - The company has developed a diversified growth pattern characterized by continuous penetration in the AI application field, leading growth in the automotive sector, and steady progress in industrial control and high-end consumption [1] - Sustained investment in research and development is expected to continue while operational efficiency improves, strengthening core competitiveness and profitability for future sustained earnings [1]