Loongson Technology(SH:688047) Zheng Quan Ri Bao Wang·2026-01-23 13:24Company Overview - Longxin Zhongke Technology Co., Ltd. expects to achieve approximately 635 million yuan in revenue for 2025, representing a growth of around 26% year-on-year. The net loss attributable to the parent company is projected to be about 450 million yuan, which is a reduction of approximately 176 million yuan compared to the previous year [1] - The revenue growth and performance improvement are attributed to an increase in both volume and price, as well as an enhancement in gross margin [1] Business Strategy - The company is pursuing a dual approach in policy-driven and open markets, leveraging its advantages in self-developed technology to enhance cost-effectiveness and software ecosystem [1] - Longxin Zhongke is capitalizing on the recovery of the security application market and the demand in the information technology sector, achieving significant progress in bidding for office systems and industry-specific business systems [1][2] Product Development - The company is focused on CPU research and ecosystem development, with products like "Three Swordsmen" and "Three Sharp Soldiers" marking its competitive edge in the open market [2] - Longxin Zhongke aims to establish a Linux software ecosystem that competes alongside X86/ARM, effectively breaking down software ecosystem barriers [2] Industry Outlook - The CPU market is expected to enter a price increase cycle driven by innovations in supernode technology, AI inference demand, and a favorable industry chain environment [2] - The domestic CPU industry is experiencing a positive turning point, with improvements in performance and a trend towards market-driven growth, indicating a potential for sustained profitability [3][4] Market Demand - There is a growing demand for high-performance, low-power, and customized CPUs driven by national projects such as "East Data West Calculation" and the industrial internet [3][4] - The need for adaptable domestic CPUs is increasing in edge computing and AI inference scenarios, providing a significant market opportunity [4]